StockDriftsStockDriftsTop 50 Investment Management Trust, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.11% | 32.8K | $8.3M | new | $262.82(+17.43%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.71% | 45.4K | $7.9M | new | $180.45(+7.97%) | 2026-03-31 | |
| WMT | WALMART INC | 6.99% | 57.7K | $7.2M | new | $117.85(-5.10%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.71% | 27.2K | $5.9M | new | $217.42(+9.75%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.5% | 27.1K | $5.6M | new | $219.55(+10.53%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.15% | 18.4K | $5.3M | new | $300.28(+19.86%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.69% | 13.0K | $4.8M | new | $426.90(-8.53%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.67% | 10.0K | $4.8M | new | $490.93(+3.43%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.78% | 6.6K | $2.8M | new | $413.30(-8.51%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.51% | 3.6K | $2.6M | new | $640.67(+50.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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