| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M Co | 0% | 0 | — | -100.00%(-213.15K) | $137.63(+16.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.96% | +99.84% |
| Top 20 Holdings Unweighted | +25.77% | +98.95% |
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