StockDriftsStockDriftsTop 50 Main Street Research LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.3% | 620.8K | $108.3M | +4.18%(+24.93K) | $73.15(+208.71%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.96% | 403.6K | $102.4M | +38.72%(+112.64K) | $158.80(+88.20%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.22% | 311.8K | $89.7M | +4.79%(+14.24K) | $133.63(+201.30%) | 2026-03-31 | |
| ISCF | ISHARES TR | 4.76% | 1.96M | $81.9M | +2.66%(+50.83K) | $40.28(+11.91%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.39% | 223.2K | $75.4M | +2.30%(+5.01K) | $195.83(+104.15%) | 2026-03-31 | |
| XBI | SPDR SERIES TRUST | 4.22% | 567.5K | $72.5M | +57.40%(+206.95K) | $116.08(+17.03%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.83% | 223.8K | $65.8M | +0.83%(+1.84K) | $152.12(+97.38%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.83% | 212.4K | $65.7M | +3.41%(+7.01K) | $136.56(+205.21%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 3.41% | 67.8K | $58.6M | +0.61%(+413) | $296.49(+148.63%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.26% | 269.2K | $56.1M | +3.60%(+9.34K) | $146.68(+84.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.83% | +67.81% |
| Top 20 Holdings Unweighted | +19.63% | +71.22% |
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