StockDriftsStockDriftsTop 24 Mbb Public Markets I Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | 21.14% | 890.6K | $176.5M | +2.89%(+25.00K) | $255.04(-21.69%) | 2026-03-31 | |
| AER | AERCAP HOLDINGS NV | 18.61% | 1.13M | $155.5M | +0.00%(+0) | $107.00(+30.62%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 16.99% | 681.3K | $141.9M | +7.14%(+45.40K) | $215.38(+22.64%) | 2026-03-31 | |
| FERG | FERGUSON ENTERPRISES INC | 14.74% | 527.8K | $123.1M | +12.83%(+60.00K) | $206.96(+8.15%) | 2026-03-31 | |
| MDLN | MEDLINE INC | 13.01% | 2.44M | $108.6M | +0.00%(+0) | $42.00(-13.83%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 4.29% | 718.5K | $35.8M | +28.69%(+160.20K) | $50.16(-0.66%) | 2026-03-31 | |
| EQT | EQT CORP | 3.62% | 475.0K | $30.2M | -22.95%(-141.51K) | $36.89(+52.39%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.1% | 90.0K | $25.9M | -43.03%(-67.99K) | $172.99(+129.37%) | 2026-03-31 | |
| TECK | TECK RESOURCES LTD | 2% | 323.2K | $16.7M | -42.61%(-240.00K) | $37.09(+65.39%) | 2026-03-31 | |
| BG | BUNGE GLOBAL SA | 1.18% | 77.4K | $9.8M | -23.25%(-23.45K) | $98.21(+24.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.95% | +22.35% |
| Top 20 Holdings Unweighted | +15.56% | +54.34% |
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