StockDriftsStockDriftsTop 39 Magnolia Capital Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap | 5.99% | 131.6K | $8.9M | +10.16%(+12.14K) | $42.41(+72.42%) | 2026-03-31 | |
| AAPL | Apple Inc | 5.71% | 33.4K | $8.5M | +24.74%(+6.62K) | $111.17(+168.85%) | 2026-03-31 | |
| IJR | iShares Core S & P Small Cap | 3.14% | 37.4K | $4.7M | +13.96%(+4.59K) | $86.38(+56.62%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc Cl B | 2.83% | 8.7K | $4.2M | +22.13%(+1.58K) | $293.34(+65.52%) | 2026-03-31 | |
| IYJ | iShares US Industries ETF | 2% | 20.1K | $3.0M | +0.00%(+0) | $81.57(+91.79%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 1.83% | 11.1K | $2.7M | +2.97%(+320) | $151.01(+52.58%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 1.67% | 6.7K | $2.5M | +2.64%(+172) | $221.25(+83.15%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 1.17% | 8.3K | $1.7M | +0.00%(+0) | $155.24(+74.01%) | 2026-03-31 | |
| BK | Bank New York Mellon Corp | 0.81% | 10.1K | $1.2M | +281.60%(+7.48K) | $101.01(+33.64%) | 2026-03-31 | |
| LLY | Lilly Eli & Co | 0.72% | 1.2K | $1.1M | new | $997.23(+1.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.58% | +50.42% |
| Top 20 Holdings Unweighted | +12.22% | +41.32% |
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