StockDriftsStockDriftsTop 50 Jones Kertz & Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.46% | 55.4K | $14.1M | -0.88%(-490) | $263.24(+13.53%) | 2026-03-31 | |
| KLAC | KLA CORP | 6.18% | 7.9K | $11.6M | -3.64%(-299) | $1146.84(+61.29%) | 2026-03-31 | |
| JBL | JABIL INC | 5.47% | 38.8K | $10.3M | -1.35%(-530) | $222.60(+59.68%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 4.25% | 11.3K | $8.0M | -3.41%(-399) | $525.01(+71.86%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.1% | 26.8K | $7.7M | -2.51%(-690) | $278.05(+44.80%) | 2026-03-31 | |
| ORCL | ORACLE CORP | 3.3% | 42.3K | $6.2M | -0.40%(-170) | $238.07(-20.29%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.29% | 16.7K | $6.2M | -0.87%(-146) | $500.79(-19.09%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 3.2% | 47.8K | $6.0M | -1.63%(-790) | $129.44(-3.71%) | 2026-03-31 | |
| AMGN | AMGEN INC | 2.62% | 14.0K | $4.9M | -0.41%(-57) | $304.76(+10.40%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.28% | 15.0K | $4.3M | -2.82%(-435) | $278.67(+43.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -16.41% | -41.60% |
| Top 20 Holdings Unweighted | -17.52% | -43.89% |
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