StockDriftsStockDriftsTop 50 Managed Asset Portfolios, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVX | Chevron Corporation | 5.76% | 232.5K | $48.1M | +63.00%(+89.86K) | $165.30(+2.36%) | 2026-03-31 | |
| CEF | Sprott Physical Gold & Silver | 5.5% | 961.5K | $45.9M | -13.54%(-150.64K) | $13.06(+216.36%) | 2026-03-31 | |
| AMAT | Applied Materials | 4.44% | 108.3K | $37.0M | -3.29%(-3.68K) | $143.85(+319.23%) | 2026-03-31 | |
| NFG | National Fuel Gas Company | 4.37% | 387.8K | $36.4M | +1.85%(+7.03K) | $43.43(+82.69%) | 2026-03-31 | |
| TAK | Takeda Pharmaceutical Company | 3.99% | 1.80M | $33.3M | +20.23%(+302.65K) | $16.80(-0.15%) | 2026-03-31 | |
| SNY | Sanofi ADR | 3.92% | 678.4K | $32.7M | +6.64%(+42.23K) | $46.95(-8.07%) | 2026-03-31 | |
| BG | Bunge Global SA NPV | 3.77% | 247.6K | $31.5M | -2.37%(-6.01K) | $62.05(+71.57%) | 2026-03-31 | |
| MSFT | Microsoft | 3.66% | 82.4K | $30.5M | -7.12%(-6.32K) | $49.31(+691.96%) | 2026-03-31 | |
| CSCO | Cisco Systems Inc | 3.59% | 386.0K | $29.9M | -21.55%(-105.99K) | $31.92(+253.01%) | 2026-03-31 | |
| GOOG | Alphabet Inc CL C | 3.56% | 103.7K | $29.7M | -3.28%(-3.52K) | $173.30(+105.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.69% | +43.11% |
| Top 20 Holdings Unweighted | +13.51% | +46.27% |
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