StockDriftsStockDriftsTop 10 Menlo Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY CLASS B | 13.8% | 52.7K | $26K | — | — | — | 2025-06-30 |
| MSFT | MICROSOFT CORP | 7.28% | 27.2K | $14K | — | — | — | 2025-06-30 |
| AAPL | APPLE INC | 5.86% | 53.0K | $11K | — | — | — | 2025-06-30 |
| ABT | ABBOTT LABS | 4.95% | 67.5K | $9K | — | — | — | 2025-06-30 |
| LMT | LOCKHEED MARTIN CORP | 2.83% | 11.3K | $5K | — | — | — | 2025-06-30 |
| MEMX | MATTHEWS EMG MRKTS CHINA ACT E | 2.18% | 123.6K | $4K | — | — | — | 2025-06-30 |
| RVT | ROYCE SMALL CAP TRUST CF | 1.58% | 195.2K | $3K | — | — | — | 2025-06-30 |
| FNDF | SCHWAB FUNDAMNTL INTRNL EQT ET | 0.33% | 15.4K | $616 | — | — | — | 2025-06-30 |
| HD | HOME DEPOT INC | 0.13% | 636 | $233 | — | — | — | 2025-06-30 |
| AMZN | AMAZON.COM INC | 0.12% | 1.0K | $219 | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.44% | +9.75% |
| Top 20 Holdings Unweighted | +9.08% | +26.99% |
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