StockDriftsStockDriftsTop 50 Global Trust Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | 6.4% | 202.8K | $16.7M | +10.04%(+18.50K) | $82.87(-0.82%) | 2026-03-31 | |
| IEI | ISHARES TR | 4.39% | 96.8K | $11.5M | +12.63%(+10.86K) | $120.24(-2.21%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 3.96% | 14.7K | $10.4M | -19.18%(-3.50K) | $176.09(+485.13%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.88% | 39.9K | $10.1M | -0.56%(-223) | $90.61(+229.85%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.74% | 15.0K | $9.8M | +0.88%(+131) | $439.81(+68.78%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.61% | 16.4K | $9.5M | +0.11%(+18) | $148.24(+382.15%) | 2026-03-31 | |
| IEF | ISHARES TR | 3.61% | 98.9K | $9.4M | +11.39%(+10.12K) | $96.25(-2.00%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.49% | 13.6K | $6.5M | -1.20%(-165) | $285.30(+70.18%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.22% | 39.7K | $5.8M | -0.94%(-375) | $35.25(+268.95%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 2.14% | 60.4K | $5.6M | +2.29%(+1.35K) | $58.97(+60.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.86% | +59.61% |
| Top 20 Holdings Unweighted | +16.95% | +59.96% |
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