StockDriftsStockDriftsTop 50 Mengis Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.19% | 141.8K | $36.0M | -0.05%(-69) | $47.21(+531.60%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.07% | 63.8K | $23.6M | +2.09%(+1.31K) | $228.87(+78.89%) | 2026-03-31 | |
| CVX | CHEVRON CORP | 3.49% | 98.0K | $20.3M | -0.39%(-379) | $126.57(+47.46%) | 2026-03-31 | |
| DE | DEERE & CO | 2.63% | 27.1K | $15.3M | -0.02%(-5) | $168.93(+240.17%) | 2026-03-31 | |
| GSIE | GS INTL DVLPD ETF | 2.26% | 304.2K | $13.1M | +2.22%(+6.60K) | $28.96(+57.15%) | 2026-03-31 | |
| PCAR | PACCAR INC | 2.21% | 111.3K | $12.9M | -0.15%(-172) | $57.13(+97.09%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.72% | 41.0K | $10.0M | -0.01%(-4) | $134.83(+71.17%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 1.66% | 46.4K | $9.7M | +6.19%(+2.71K) | $124.36(+114.87%) | 2026-03-31 | |
| AZN | ASTRAZENECA PLC ADR | 1.59% | 46.7K | $9.2M | -49.98%(-46.66K) | $142.85(+29.48%) | 2026-03-31 | |
| LLY | LILLY ELI & CO | 1.56% | 9.9K | $9.1M | +0.04%(+4) | $380.35(+164.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.83% | +63.60% |
| Top 20 Holdings Unweighted | +15.80% | +55.28% |
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