StockDriftsStockDriftsTop 50 Hm Payson & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.2% | 1.69M | $429.6M | -4.06%(-71.73K) | $68.74(+313.40%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.08% | 951.3K | $352.1M | +2.76%(+25.55K) | $184.13(+123.42%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 5.01% | 1.12M | $347.5M | -8.64%(-106.21K) | $36.71(+1064.30%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.67% | 1.13M | $323.7M | -4.32%(-50.95K) | $73.31(+424.15%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.75% | 913.8K | $190.3M | -1.36%(-12.60K) | $152.63(+79.23%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 2.6% | 843.3K | $180.2M | -24.80%(-278.09K) | $46.43(+494.04%) | 2026-03-31 | |
| IBTH | ISHARES TR | 2.19% | 6.76M | $151.6M | -9.05%(-672.62K) | $22.42(-0.27%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.04% | 481.8K | $141.7M | +2.85%(+13.35K) | $171.04(+80.89%) | 2026-03-31 | |
| DGRO | ISHARES TR | 1.99% | 1.97M | $137.9M | +955.21%(+1.78M) | $68.23(+7.51%) | 2026-03-31 | |
| IBTG | ISHARES TR | 1.95% | 5.91M | $135.4M | -9.92%(-650.69K) | $22.84(+0.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.31% | +61.42% |
| Top 20 Holdings Unweighted | +15.66% | +54.72% |
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