StockDriftsStockDriftsTop 50 Massachusetts Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 5.35% | 277.5K | $14.0M | +10.01%(+25.26K) | $50.66(-0.30%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.32% | 59.5K | $11.3M | +1.05%(+617) | $83.39(+128.73%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.53% | 8.0K | $9.3M | -2.43%(-200) | $117.34(+764.82%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 2.76% | 39.2K | $7.3M | +1.70%(+655) | $121.79(+53.82%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 2.74% | 6.1K | $7.2M | +0.58%(+35) | $188.65(+472.98%) | 2026-06-30 | |
| C | CITIGROUP INC | 2.73% | 51.3K | $7.2M | -0.41%(-210) | $49.98(+180.45%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.54% | 20.4K | $6.7M | -0.20%(-40) | $125.90(+189.70%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.49% | 6.1K | $6.5M | -0.08%(-5) | $223.91(+288.32%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.36% | 21.4K | $6.2M | -0.70%(-150) | $139.95(+118.21%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 2.31% | 44.3K | $6.1M | -0.56%(-250) | $108.79(+47.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.92% | +51.76% | — | — | +46.98% |
| Top 20 Holdings Unweighted | +15.95% | +55.87% | — | — | +49.12% |
Massachusetts Wealth Management reports $262.50M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are JPST (5.3%), XLK (4.3%) and MU (3.5%). The top 20 holdings account for 49.64% of reported assets. Its disclosed equity book has returned +51.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Massachusetts Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966011). View Massachusetts Wealth Management’s 13F filings on SEC