StockDriftsStockDriftsTop 50 Lynch & Associates/In Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 7.02% | 101.0K | $37.4M | -0.29%(-294) | $50.00(+722.69%) | 2026-03-31 | |
| WMT | WAL-MART STORES INC | 4.14% | 177.5K | $22.1M | -1.94%(-3.51K) | $17.75(+636.87%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 INDEX | 4.1% | 33.4K | $21.8M | +0.26%(+88) | $139.85(+419.84%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MIDCAP 400 IN | 4.04% | 318.6K | $21.5M | +1.73%(+5.41K) | $31.40(+133.36%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.98% | 86.8K | $21.2M | -1.30%(-1.14K) | $83.80(+169.14%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.85% | 120.8K | $20.5M | -1.39%(-1.70K) | $68.24(+126.98%) | 2026-03-31 | |
| JPM | J P MORGAN CHASE & CO | 2.9% | 52.5K | $15.4M | -0.35%(-182) | $112.64(+174.67%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.85% | 69.8K | $15.2M | +0.10%(+69) | $69.78(+195.37%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.38% | 49.9K | $12.7M | +0.86%(+424) | $132.54(+114.41%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 2.34% | 86.4K | $12.5M | -0.73%(-632) | $69.01(+109.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.24% | +37.64% |
| Top 20 Holdings Unweighted | +11.62% | +39.06% |
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