StockDriftsStockDriftsTop 50 Henshaw Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.71% | 1.04M | $181.1M | +0.00%(+0) | $13.24(+1371.41%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.05% | 643.5K | $163.3M | +0.00%(+0) | $27.20(+1034.60%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 4.02% | 117.8K | $108.3M | +0.00%(+0) | $78.30(+1450.24%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.68% | 337.1K | $99.2M | +0.00%(+0) | $69.80(+379.22%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.04% | 286.2K | $82.1M | +0.81%(+2.31K) | $40.44(+780.76%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.98% | 280.0K | $80.5M | +0.00%(+0) | $40.19(+795.49%) | 2026-03-31 | |
| EUSA | ISHARES INC | 2.92% | 774.4K | $78.8M | +0.00%(+0) | $89.42(+28.76%) | 2026-03-31 | |
| WMT | WALMART INC | 2.81% | 609.3K | $75.7M | +0.00%(+0) | $34.01(+228.80%) | 2026-03-31 | |
| GE | GE AEROSPACE | 2.61% | 248.0K | $70.4M | +0.00%(+0) | $60.91(+519.76%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.61% | 337.7K | $70.3M | +4.49%(+14.50K) | $61.88(+292.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.42% | +74.61% |
| Top 20 Holdings Unweighted | +20.20% | +73.68% |
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