StockDriftsStockDriftsTop 50 Lakewood Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 6.6% | 370.6K | $10.3M | +4.74%(+16.76K) | $20.03(+52.22%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.12% | 20.0K | $9.6M | -14.02%(-3.26K) | $310.47(+56.38%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 5.63% | 116.5K | $8.8M | +5.79%(+6.37K) | $75.53(+0.02%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.76% | 53.9K | $7.4M | +8.43%(+4.19K) | $96.14(+61.65%) | 2026-03-31 | |
| VPLS | VANGUARD MALVERN FDS | 4.37% | 88.1K | $6.8M | +24.70%(+17.45K) | $77.92(-0.73%) | 2026-03-31 | |
| COP | CONOCOPHILLIPS | 3.09% | 36.6K | $4.8M | -20.26%(-9.29K) | $106.62(+10.12%) | 2026-03-31 | |
| EBAY | EBAY INC. | 2.81% | 48.3K | $4.4M | -22.93%(-14.38K) | $46.59(+142.58%) | 2026-03-31 | |
| WSM | WILLIAMS SONOMA INC | 2.48% | 21.2K | $3.9M | -24.97%(-7.07K) | $79.93(+115.25%) | 2026-03-31 | |
| AZO | AUTOZONE INC | 2.26% | 1.0K | $3.5M | -26.58%(-379) | $2671.69(+26.02%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 2.25% | 4.1K | $3.5M | -38.67%(-2.56K) | $435.79(+69.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.84% | +36.16% |
| Top 20 Holdings Unweighted | +10.67% | +35.54% |
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