StockDriftsStockDriftsTop 30 Hamlin Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC | 5.48% | 421.6K | $226.8M | -11.22%(-53.28K) | $212.00(+218.35%) | 2026-03-31 | |
| CME | CME GROUP INC | 5.15% | 722.0K | $213.2M | -1.12%(-8.16K) | $198.24(+44.68%) | 2026-03-31 | |
| MS | MORGAN STANLEY | 5.12% | 1.29M | $212.1M | -7.71%(-107.64K) | $87.29(+116.81%) | 2026-03-31 | |
| COP | CONOCOPHILLIPS | 4.77% | 1.50M | $197.4M | +3.92%(+56.37K) | $65.70(+87.71%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.57% | 611.6K | $189.3M | -10.04%(-68.23K) | $43.78(+876.18%) | 2026-03-31 | |
| ORI | OLD REP INTL CORP | 4.56% | 4.74M | $189.1M | -0.98%(-46.83K) | $21.53(+82.32%) | 2026-03-31 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 4.44% | 4.86M | $184.0M | -1.20%(-59.18K) | $26.39(+45.89%) | 2026-03-31 | |
| PEG | PUBLIC SVC ENTERPRISE GROUP | 4.44% | 2.27M | $183.8M | -0.71%(-16.30K) | $59.06(+34.99%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 4.39% | 836.5K | $181.9M | -10.56%(-98.72K) | $95.06(+116.83%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 4.35% | 736.5K | $180.0M | -11.91%(-99.61K) | $152.02(+48.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.18% | +37.42% |
| Top 20 Holdings Unweighted | +10.59% | +35.25% |
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