StockDriftsStockDriftsTop 50 HWG Holdings LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 16.31% | 94.7K | $61.8M | -43.95%(-74.21K) | $599.14(+24.92%) | 2026-03-31 | |
| CW | CURTISS WRIGHT CORP | 7.84% | 43.6K | $29.7M | +34.51%(+11.19K) | $365.80(+107.83%) | 2026-03-31 | |
| GOOGL | ALPHABET INC. CLASS A | 7.48% | 98.6K | $28.3M | -0.05%(-45) | $163.81(+119.71%) | 2026-03-31 | |
| EEM | ISHARES MSCI EMERGING MARKETS | 7.05% | 470.4K | $26.7M | +139.62%(+274.09K) | $54.66(+20.19%) | 2026-03-31 | |
| EWZ | ISHARES INC MSCI BRAZIL ETF | 6.64% | 655.3K | $25.2M | +10292.47%(+649.04K) | $35.08(-1.85%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 6.13% | 133.2K | $23.2M | -1.00%(-1.35K) | $140.10(+39.06%) | 2026-03-31 | |
| FEUZ | FIRST TRUST EUROZONE ALPHADEX | 5.65% | 344.0K | $21.4M | +2011.86%(+327.73K) | $61.38(+9.10%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.15% | 53.5K | $15.7M | -1.12%(-608) | $210.17(+59.14%) | 2026-03-31 | |
| ESLT | ELBIT SYSTEMS LTD | 4.09% | 18.3K | $15.5M | -14.12%(-3.00K) | $450.83(+78.17%) | 2026-03-31 | |
| KGS | KODIAK GAS SERVICES, INC | 2.75% | 178.7K | $10.4M | new | $44.85(+51.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.66% | +46.82% |
| Top 20 Holdings Unweighted | +14.09% | +48.52% |
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