StockDriftsStockDriftsTop 50 GKV Capital Management Co., Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 10.64% | 197.6K | $21.4M | +1.83%(+3.55K) | $129.01(+82.73%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 6.14% | 15.0K | $12.4M | +2.63%(+383) | $833.28(+20.81%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.01% | 32.3K | $12.1M | +0.58%(+185) | $425.91(-3.87%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.78% | 57.5K | $9.6M | +10.63%(+5.52K) | $214.18(+105.34%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.19% | 44.3K | $8.4M | +64.76%(+17.42K) | $209.42(+27.60%) | 2026-03-31 | |
| COST | COSTCO WHSL CORP NEW | 4.14% | 8.8K | $8.3M | +0.48%(+42) | $901.56(+15.49%) | 2026-03-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 3.92% | 5.5K | $7.9M | -93.22%(-75.74K) | $77.93(+15.08%) | 2026-03-31 | |
| WMT | WALMART INC | 3.15% | 72.3K | $6.3M | -1.10%(-805) | $85.78(+54.41%) | 2026-03-31 | |
| V | VISA INC | 2.96% | 17.0K | $6.0M | -0.23%(-40) | $296.47(+8.79%) | 2026-03-31 | |
| OKE | ONEOK INC NEW | 2.42% | 49.2K | $4.9M | +242.45%(+34.82K) | $85.98(+5.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.72% | +75.95% |
| Top 20 Holdings Unweighted | +15.75% | +55.07% |
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