StockDriftsStockDriftsTop 50 Mcdonald Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.62% | 60.5K | $15.3M | +41.29%(+17.67K) | $202.08(+48.57%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.19% | 36.6K | $13.5M | +23.04%(+6.85K) | $341.68(+23.48%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 3.18% | 37.6K | $13.5M | +1.52%(+565) | $127.82(+212.49%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.89% | 41.6K | $12.2M | +41.71%(+12.25K) | $172.77(+72.37%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 2.76% | 16.7K | $11.7M | -0.92%(-155) | $89.71(+982.00%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.44% | 17.3K | $10.3M | +32.98%(+4.29K) | $491.17(+38.33%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.07% | 40.4K | $8.8M | +102.30%(+20.43K) | $189.32(+11.13%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.04% | 17.8K | $8.6M | -1.95%(-355) | $233.16(+107.03%) | 2026-03-31 | |
| PSX | PHILLIPS 66 | 1.94% | 45.1K | $8.2M | +149.61%(+27.03K) | $124.53(+41.49%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.85% | 46.1K | $7.8M | +148.27%(+27.55K) | $116.82(+35.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.83% | +43.63% |
| Top 20 Holdings Unweighted | +11.90% | +40.12% |
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