StockDriftsStockDriftsTop 50 Mill Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.75% | 505.3K | $128.2M | -0.49%(-2.47K) | $160.76(+85.91%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 7.24% | 331.7K | $95.2M | -2.96%(-10.11K) | $136.96(+191.35%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.67% | 201.6K | $74.6M | +0.51%(+1.03K) | $308.84(+31.20%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5.57% | 102 | $73.3M | -12.82%(-15) | $435041.03(+67.23%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 4.72% | 365.8K | $62.1M | -0.02%(-80) | $82.84(+82.97%) | 2026-03-31 | |
| V | VISA INC | 4.47% | 194.6K | $58.8M | +1.52%(+2.92K) | $221.31(+44.74%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.44% | 198.5K | $58.4M | +0.17%(+330) | $158.90(+88.96%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.28% | 89.9K | $43.1M | +11.16%(+9.02K) | $344.10(+41.10%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 3.13% | 122.0K | $41.2M | -9.32%(-12.54K) | $80.78(+969.64%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.06% | 193.2K | $40.2M | +1.02%(+1.94K) | $137.57(+96.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.31% | +49.35% |
| Top 20 Holdings Unweighted | +13.63% | +46.70% |
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