StockDriftsStockDriftsTop 50 Intrinsic Value Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Cl B | 11.16% | 30.2K | $14.5M | -1.15%(-352) | $285.97(+69.78%) | 2026-03-31 | |
| GOOG | Alphabet Inc Class C | 10.13% | 45.8K | $13.1M | -4.86%(-2.34K) | $138.97(+187.14%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Class A | 5.66% | 25.5K | $7.3M | -0.82%(-210) | $138.83(+190.01%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor Manuf Co | 5.32% | 20.4K | $6.9M | -1.00%(-206) | $99.75(+300.79%) | 2026-03-31 | |
| JOE | St Joe Company | 4.48% | 92.5K | $5.8M | -4.00%(-3.85K) | $47.07(+34.98%) | 2026-03-31 | |
| VTV | Vanguard Value Etf | 3.94% | 26.1K | $5.1M | +4.87%(+1.21K) | $173.41(+20.16%) | 2026-03-31 | |
| META | Meta Platforms, Inc. | 3.87% | 8.8K | $5.0M | -0.47%(-41) | $309.77(+99.06%) | 2026-03-31 | |
| SCHW | The Charles Schwab Corporation | 3.79% | 52.4K | $4.9M | -0.16%(-85) | $75.02(+21.53%) | 2026-03-31 | |
| GE | GE Aerospace | 3.53% | 16.1K | $4.6M | -1.85%(-305) | $60.25(+389.12%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.38% | 8.3K | $3.1M | -2.74%(-235) | $309.59(+30.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.00% | +77.17% |
| Top 20 Holdings Unweighted | +16.99% | +60.12% |
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