StockDriftsStockDriftsTop 50 Marietta Investment Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.29% | 143.4K | $36.4M | -0.28%(-407) | $24.87(+1101.61%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.92% | 140.9K | $24.6M | +3.23%(+4.42K) | $53.30(+323.66%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.89% | 67.5K | $19.4M | -2.38%(-1.65K) | $119.31(+237.45%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.88% | 52.3K | $19.4M | +0.54%(+280) | $87.61(+362.50%) | 2026-03-31 | |
| BE | BLOOM ENERGY CORP | 2.68% | 98.8K | $13.4M | -5.66%(-5.92K) | $54.94(+427.40%) | 2026-03-31 | |
| ANET | ARISTA NETWORKS INC | 2.37% | 96.3K | $11.8M | -1.90%(-1.87K) | $41.41(+239.78%) | 2026-03-31 | |
| HWM | HOWMET AEROSPACE INC | 2.31% | 50.0K | $11.5M | -0.35%(-177) | $113.88(+139.81%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.19% | 22.8K | $10.9M | +0.00%(+0) | $165.12(+194.04%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 2.14% | 12.2K | $10.7M | -15.52%(-2.25K) | $381.06(+178.85%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 2.1% | 21.0K | $10.5M | -9.72%(-2.26K) | $175.26(+179.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.71% | +35.71% |
| Top 20 Holdings Unweighted | +10.97% | +36.65% |
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