StockDriftsStockDriftsTop 50 Keeler Thomas Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USHY | ISHARES TR | 9.3% | 596.6K | $22.0M | +202.28%(+399.22K) | $37.14(-0.68%) | 2026-03-31 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 5.07% | 235.9K | $12.0M | new | $47.57(+4.79%) | 2026-03-31 | |
| DIV | GLOBAL X FDS | 4.84% | 604.7K | $11.4M | new | $18.11(+6.85%) | 2026-03-31 | |
| SPHY | SPDR SERIES TRUST | 3.81% | 386.1K | $9.0M | new | $23.49(-0.66%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.86% | 38.7K | $6.7M | -0.15%(-57) | $92.31(+111.05%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.47% | 15.8K | $5.8M | +6.80%(+1.00K) | $447.10(-12.66%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.22% | 8.8K | $5.2M | +214.09%(+5.99K) | $612.34(+11.84%) | 2026-03-31 | |
| JBBB | JANUS DETROIT STR TR | 2.01% | 102.0K | $4.8M | -14.94%(-17.92K) | $48.46(-2.26%) | 2026-03-31 | |
| CTRA | COTERRA ENERGY INC | 1.78% | 119.7K | $4.2M | new | $30.73(+5.96%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 1.65% | 40.6K | $3.9M | +221.36%(+27.99K) | $100.83(-22.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.47% | +10.77% |
| Top 20 Holdings Unweighted | +4.37% | +13.70% |
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