StockDriftsStockDriftsTop 50 Kieckhefer Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 39.64% | 481.1K | $83.9M | +0.53%(+2.54K) | $128.18(+51.99%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 10.26% | 148.5K | $21.7M | +0.04%(+65) | $56.53(+128.73%) | 2026-03-31 | |
| ISRG | INTUITIVE SURGICAL INC | 5.2% | 23.9K | $11.0M | -0.62%(-150) | $504.95(-15.63%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.81% | 14.0K | $8.1M | +1.49%(+205) | $502.27(+41.88%) | 2026-03-31 | |
| BWXT | BWX TECHNOLOGIES INC | 3.81% | 39.4K | $8.1M | +0.51%(+200) | $126.59(+50.93%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 3.4% | 28.7K | $7.2M | -0.09%(-25) | $106.40(+182.45%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 2.86% | 23.5K | $6.1M | +0.00%(+0) | $248.70(+21.13%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 2.68% | 59.0K | $5.7M | +0.43%(+250) | $82.85(-6.28%) | 2026-03-31 | |
| DELL | DELL TECHNOLOGIES INC | 2.48% | 32.0K | $5.2M | -1.09%(-351) | $116.86(+237.42%) | 2026-03-31 | |
| LNG | CHENIERE ENERGY INC | 2.45% | 18.3K | $5.2M | -2.92%(-550) | $222.51(+10.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.91% | +63.92% |
| Top 20 Holdings Unweighted | +9.44% | +31.07% |
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