StockDriftsStockDriftsTop 50 Gunn & Co Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.54% | 47.0K | $11.0M | -90.99%(-475.04K) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 6.01% | 20.3K | $8.7M | -90.23%(-187.57K) | — | 2024-09-30 | |
| GOOG | ALPHABET INC | 5.41% | 47.1K | $7.9M | -90.16%(-431.40K) | — | 2024-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 5.25% | 16.6K | $7.6M | -90.97%(-167.14K) | — | 2024-09-30 | |
| WMT | WALMART INC | 4.81% | 86.6K | $7.0M | -92.05%(-1.00M) | — | 2024-09-30 | |
| JPM | JPMORGAN CHASE & CO. | 4.57% | 31.5K | $6.6M | -91.73%(-349.38K) | — | 2024-09-30 | |
| HD | HOME DEPOT INC | 4.32% | 15.5K | $6.3M | -92.46%(-189.88K) | — | 2024-09-30 | |
| QQQ | INVESCO QQQ TR | 3.29% | 9.8K | $4.8M | -89.10%(-80.09K) | — | 2024-09-30 | |
| COST | COSTCO WHSL CORP NEW | 3.16% | 5.2K | $4.6M | -91.05%(-52.82K) | — | 2024-09-30 | |
| MCD | MCDONALDS CORP | 2.88% | 13.7K | $4.2M | -92.18%(-161.92K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Gunn & Co Investment Management, Inc. reports $145.43M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.5%), MSFT (6.0%) and GOOG (5.4%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gunn & Co Investment Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2000490). View Gunn & Co Investment Management, Inc.’s 13F filings on SEC