StockDriftsStockDriftsTop 50 GFS Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC | 4.47% | 122.1K | $35.1M | new | $429.59(-54.84%) | 2026-03-31 | |
| CNM | CORE & MAIN INC | 3.96% | 87.2K | $31.0M | new | $50.69(-11.35%) | 2026-03-31 | |
| NDAQ | NASDAQ INC | 3.92% | 82.8K | $30.8M | new | $91.01(-6.98%) | 2026-03-31 | |
| IWD | ISHARES TR | 3.9% | 47.0K | $30.6M | +267.74%(+34.25K) | $203.46(+21.31%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.41% | 72.2K | $26.7M | -41.78%(-51.85K) | $173.40(+107.56%) | 2026-03-31 | |
| CAH | CARDINAL HEALTH INC | 3.39% | 275.7K | $26.6M | new | $208.40(+14.65%) | 2026-03-31 | |
| WTW | WILLIS TOWERS WATSON PLC LTD | 3.37% | 191.1K | $26.4M | new | $309.65(-7.57%) | 2026-03-31 | |
| SHV | ISHARES TR | 3.16% | 459.2K | $24.8M | +260.63%(+331.88K) | $110.46(-0.33%) | 2026-03-31 | |
| DXJ | WISDOMTREE TR | 2.86% | 265.9K | $22.5M | +5014.23%(+260.74K) | $145.33(+20.23%) | 2026-03-31 | |
| BABA | ALIBABA GROUP HLDG LTD | 2.74% | 171.5K | $21.5M | +0.11%(+180) | $123.80(-22.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.19% | +56.87% |
| Top 20 Holdings Unweighted | +16.78% | +59.27% |
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