StockDriftsStockDriftsTop 50 Mcrae Capital Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.74% | 61.8K | $22.9M | -3.08%(-1.96K) | $82.11(+398.61%) | 2026-03-31 | |
| LH | LABCORP HOLDINGS INC | 4.62% | 83.5K | $22.3M | -1.44%(-1.22K) | $143.35(+77.20%) | 2026-03-31 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 4.39% | 74.9K | $21.1M | -29.99%(-32.08K) | $96.59(+274.32%) | 2026-03-31 | |
| WSM | WILLIAMS SONOMA INC | 4.35% | 115.1K | $21.0M | -9.26%(-11.75K) | $26.99(+543.49%) | 2026-03-31 | |
| LOW | LOWES COS INC | 4.1% | 83.7K | $19.8M | -3.34%(-2.89K) | $60.36(+270.44%) | 2026-03-31 | |
| NDAQ | NASDAQ INC | 3.94% | 223.8K | $19.0M | -16.90%(-45.53K) | $52.21(+74.17%) | 2026-03-31 | |
| OMC | OMNICOM GROUP INC | 3.57% | 228.5K | $17.2M | +1.34%(+3.01K) | $62.58(+14.37%) | 2026-03-31 | |
| SNA | SNAP ON INC | 3.43% | 45.6K | $16.6M | -7.67%(-3.78K) | $277.68(+31.94%) | 2026-03-31 | |
| CHKP | CHECK POINT SOFTWARE TECH LT | 3.36% | 113.5K | $16.2M | +0.89%(+1.00K) | $100.05(+20.19%) | 2026-03-31 | |
| TFC | TRUIST FINL CORP | 3.28% | 343.7K | $15.8M | +8.47%(+26.82K) | $46.79(+0.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.50% | +38.63% |
| Top 20 Holdings Unweighted | +10.99% | +36.73% |
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