StockDriftsStockDriftsTop 50 Henson-Edgewater Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 13.56% | 84.0K | $21.3M | new | $262.82(+13.71%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 7.13% | 76.7K | $11.2M | new | $162.01(-19.73%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 5.84% | 188.3K | $9.2M | new | $51.88(-3.92%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.3% | 29.0K | $8.3M | new | $300.33(+32.87%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.27% | 39.8K | $8.3M | new | $219.55(+23.04%) | 2026-03-31 | |
| WMT | WALMART INC | 4.7% | 59.4K | $7.4M | new | $117.85(+11.56%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.49% | 19.1K | $7.1M | new | $426.90(-5.08%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.49% | 12.3K | $7.1M | new | $616.11(+0.08%) | 2026-03-31 | |
| PPA | INVESCO EXCHANGE TRADED FD T | 3.12% | 29.6K | $4.9M | new | $161.17(+5.17%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.1% | 28.0K | $4.9M | new | $180.45(+25.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.40% | -12.63% |
| Top 20 Holdings Unweighted | +29.36% | +116.45% |
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