StockDriftsStockDriftsTop 50 Ghe, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 54.21% | 748.1K | $130.5M | -17.88%(-162.91K) | $42.75(+428.20%) | 2026-03-31 | |
| PCN | PIMCO CORPORATE & INCOME | 3.21% | 748.1K | $7.7M | +19.50%(+122.08K) | $13.22(-10.22%) | 2026-03-31 | |
| MPC | MARATHON PETE CORP | 2.89% | 649.5K | $7.0M | +1939.83%(+617.70K) | $197.32(+26.24%) | 2026-03-31 | |
| MCO | MOODYS CORP | 2.47% | 28.5K | $5.9M | +78.21%(+12.51K) | $405.35(+8.13%) | 2026-03-31 | |
| COST | COSTCO WHSL CORP NEW | 2.24% | 13.6K | $5.4M | +121.77%(+7.47K) | $741.40(+39.34%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 2.11% | 5.4K | $5.1M | -69.92%(-12.59K) | $256.65(+20.63%) | 2026-03-31 | |
| ADBE | ADOBE INC | 2.1% | 16.8K | $5.0M | -27.98%(-6.52K) | $468.56(-49.62%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 1.95% | 20.7K | $4.7M | +73.17%(+8.77K) | $433.18(-6.15%) | 2026-03-31 | |
| LOW | LOWES COS INC | 1.86% | 11.1K | $4.5M | -46.56%(-9.64K) | $220.12(+0.15%) | 2026-03-31 | |
| PGR | PROGRESSIVE CORP OH | 1.76% | 18.9K | $4.2M | -20.51%(-4.89K) | $125.87(+55.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +37.98% | +162.67% |
| Top 20 Holdings Unweighted | +8.13% | +26.41% |
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