StockDriftsStockDriftsTop 50 Jlb & Associates Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CASY | CASEY'S GENERAL STORES | 5.36% | 51.3K | $37.4M | +0.38%(+195) | $335.09(+165.11%) | 2026-03-31 | |
| AAPL | APPLE | 5.09% | 139.6K | $35.4M | -3.46%(-5.00K) | $33.27(+798.40%) | 2026-03-31 | |
| TJX | TJX COMPANIES | 5.04% | 219.7K | $35.1M | -3.09%(-7.02K) | $32.15(+357.40%) | 2026-03-31 | |
| APH | AMPHENOL | 4.59% | 253.1K | $32.0M | -13.95%(-41.02K) | $8.27(+1407.49%) | 2026-03-31 | |
| MA | MASTERCARD | 3.91% | 54.5K | $27.2M | -3.15%(-1.77K) | $51.73(+848.46%) | 2026-03-31 | |
| ROST | ROSS STORES | 3.89% | 125.0K | $27.1M | -3.60%(-4.67K) | $38.72(+446.84%) | 2026-03-31 | |
| KLAC | KLA CORP | 3.71% | 17.5K | $25.8M | -12.06%(-2.40K) | $370.79(+398.86%) | 2026-03-31 | |
| AMGN | AMGEN | 3.28% | 65.0K | $22.9M | -1.48%(-977) | $136.56(+146.37%) | 2026-03-31 | |
| ORCL | ORACLE | 3.24% | 153.3K | $22.5M | -4.28%(-6.85K) | $29.27(+548.35%) | 2026-03-31 | |
| MSFT | MICROSOFT | 2.98% | 56.1K | $20.8M | -4.47%(-2.62K) | $39.80(+918.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.47% | +42.26% |
| Top 20 Holdings Unweighted | +12.73% | +43.25% |
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