StockDriftsStockDriftsTop 49 J Stern & Co Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 10.47% | 619.4K | $108.0M | -99.51%(-125.14M) | $185.70(+21.34%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 8.83% | 317.6K | $91.1M | -99.72%(-111.77M) | $278.20(+41.38%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 7.03% | 348.4K | $72.6M | -99.60%(-87.63M) | $224.88(+17.46%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 6.12% | 499.4K | $63.1M | -99.35%(-76.27M) | $128.63(-2.82%) | 2026-03-31 | |
| HON | HONEYWELL INTL INC | 6.03% | 275.2K | $62.2M | -99.48%(-52.93M) | $196.73(+8.39%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 5.95% | 171.5K | $61.4M | -99.71%(-58.86M) | $345.99(+15.45%) | 2026-03-31 | |
| META | META PLATFORMS INC | 5.95% | 107.2K | $61.4M | -99.85%(-69.54M) | $696.68(-11.84%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 5.74% | 118.6K | $59.3M | -99.84%(-72.48M) | $569.60(-13.24%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 5.65% | 302.1K | $58.3M | -99.52%(-62.12M) | $174.94(-2.15%) | 2026-03-31 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 5.18% | 340.0K | $53.5M | -99.37%(-53.77M) | $165.17(-6.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.46% | +70.47% |
| Top 20 Holdings Unweighted | +13.82% | +47.45% |
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