StockDriftsStockDriftsTop 50 Kkm Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FWONA | LIBERTY MEDIA CORP DEL | 3.29% | 207.5K | $18.5M | +0.00%(+0) | $92.30(-11.08%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 3.06% | 60.4K | $17.2M | +0.00%(+0) | $226.37(+281.69%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.94% | 88.7K | $16.5M | +0.00%(+0) | $171.03(+31.75%) | 2026-03-31 | |
| LLY | LILLY ELI & CO | 2.66% | 13.9K | $15.0M | +0.00%(+0) | $858.00(+17.12%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.52% | 66.4K | $14.2M | +0.00%(+0) | $187.47(+126.22%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 2.28% | 75.0K | $12.8M | +0.00%(+0) | $152.54(+86.65%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.22% | 46.0K | $12.5M | +0.00%(+0) | $191.80(+56.53%) | 2026-03-31 | |
| ASML | ASML HOLDING N V | 2.02% | 10.6K | $11.4M | +0.00%(+0) | $1018.98(+47.38%) | 2026-03-31 | |
| CMCSA | COMCAST CORP NEW | 1.92% | 361.7K | $10.8M | +0.00%(+0) | $31.09(-20.37%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 1.84% | 30.0K | $10.3M | +0.00%(+0) | $363.14(-18.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.88% | +47.69% |
| Top 20 Holdings Unweighted | +13.11% | +44.73% |
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