StockDriftsStockDriftsTop 50 McLaughlin Asset Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P | 8.59% | 13.8K | $9.0M | -2.07%(-292) | $674.05(+10.13%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 4.86% | 29.2K | $5.1M | -8.21%(-2.61K) | $186.54(+21.06%) | 2026-03-31 | |
| LLY | ELI LILLY AND CO | 3.65% | 4.1K | $3.8M | -5.56%(-244) | $918.84(+10.55%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.05% | 10.3K | $3.2M | +2.01%(+203) | $344.59(+20.95%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.9% | 4.3K | $3.0M | -6.73%(-309) | $525.01(+71.86%) | 2026-03-31 | |
| KLAC | KLA CORP | 2.57% | 1.8K | $2.7M | -6.11%(-119) | $1146.84(+61.29%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 2.41% | 12.1K | $2.5M | -2.30%(-285) | $225.20(+19.95%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 2.33% | 15.3K | $2.4M | -4.54%(-725) | $149.07(-1.37%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.27% | 6.4K | $2.4M | -23.14%(-1.93K) | $500.79(-19.09%) | 2026-03-31 | |
| HELO | JPMORGAN HEDGED EQUITY | 2.15% | 35.2K | $2.2M | +40.91%(+10.21K) | $65.56(+3.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -15.30% | -39.24% |
| Top 20 Holdings Unweighted | -9.86% | -26.77% |
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