StockDriftsStockDriftsTop 50 Linden Thomas Advisory Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 2.95% | 175.4K | $30.6M | -6.85%(-12.91K) | $69.79(+181.58%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.64% | 59.4K | $17.1M | +80.34%(+26.45K) | $217.07(+78.94%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.54% | 63.2K | $16.0M | -20.25%(-16.04K) | $190.69(+49.03%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.49% | 49.8K | $15.4M | +27.15%(+10.63K) | $121.14(+252.77%) | 2026-03-31 | |
| ANET | ARISTA NETWORKS INC | 1.25% | 105.8K | $13.0M | +22.68%(+19.56K) | $79.57(+113.93%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.99% | 27.7K | $10.3M | -5.72%(-1.68K) | $378.55(+8.67%) | 2026-03-31 | |
| META | META PLATFORMS INC | 0.77% | 13.9K | $8.0M | -39.50%(-9.09K) | $354.36(+70.72%) | 2026-03-31 | |
| RMD | RESMED INC | 0.74% | 34.3K | $7.7M | +3.43%(+1.14K) | $223.24(-6.88%) | 2026-03-31 | |
| HEI | HEICO CORP NEW | 0.71% | 26.8K | $7.4M | +1.31%(+347) | $262.23(+5.76%) | 2026-03-31 | |
| MO | ALTRIA GROUP INC | 0.7% | 110.4K | $7.3M | +3.50%(+3.73K) | $53.94(+34.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.80% | +67.69% |
| Top 20 Holdings Unweighted | +16.49% | +58.09% |
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