StockDriftsStockDriftsTop 50 Lvm Capital Management Ltd/Mi Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE | 8.79% | 367.3K | $93.2M | -0.39%(-1.43K) | $29.02(+929.82%) | 2026-03-31 | |
| AVGO | BROADCOM | 6.97% | 238.9K | $73.9M | -0.50%(-1.20K) | $182.56(+128.30%) | 2026-03-31 | |
| MSFT | MICROSOFT | 5.92% | 169.5K | $62.8M | +0.56%(+951) | $44.67(+807.19%) | 2026-03-31 | |
| LLY | ELI LILLY | 4.4% | 50.7K | $46.6M | -0.98%(-503) | $286.91(+254.04%) | 2026-03-31 | |
| XOM | EXXON MOBIL | 3.99% | 249.6K | $42.4M | +0.85%(+2.10K) | $80.91(+87.33%) | 2026-03-31 | |
| GOOGL | ALPHABET CL A | 3.52% | 129.7K | $37.3M | -2.84%(-3.79K) | $105.41(+281.97%) | 2026-03-31 | |
| ABBV | ABBVIE | 3.52% | 171.5K | $37.3M | +1.04%(+1.76K) | $68.18(+205.81%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.27% | 142.0K | $34.7M | -2.24%(-3.26K) | $97.70(+135.84%) | 2026-03-31 | |
| MS | MORGAN STANLEY | 2.97% | 191.5K | $31.5M | -0.66%(-1.28K) | $50.81(+281.45%) | 2026-03-31 | |
| CSCO | CISCO SYSTEMS | 2.85% | 390.1K | $30.3M | -0.43%(-1.67K) | $26.43(+285.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.48% | +62.14% |
| Top 20 Holdings Unweighted | +17.08% | +60.49% |
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