StockDriftsStockDriftsTop 50 Mitchell Capital Management Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc CL C | 5.28% | 100.2K | $28.8M | +1.49%(+1.48K) | $79.72(+346.81%) | 2026-03-31 | |
| AAPL | Apple Inc | 5.24% | 112.6K | $28.6M | -0.27%(-306) | $72.35(+326.59%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 4.71% | 69.3K | $25.6M | -3.67%(-2.64K) | $176.62(+121.09%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 3.29% | 86.2K | $18.0M | +1.29%(+1.09K) | $95.66(+153.67%) | 2026-03-31 | |
| WMT | Wal-Mart Stores | 2.43% | 106.4K | $13.2M | +5.98%(+6.00K) | $54.08(+106.79%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway | 2.42% | 27.5K | $13.2M | +7.23%(+1.85K) | $343.98(+47.62%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor Mfg | 1.85% | 29.9K | $10.1M | +3.66%(+1.05K) | $108.83(+298.93%) | 2026-03-31 | |
| LLY | Eli Lilly & Co | 1.69% | 10.0K | $9.2M | +0.47%(+47) | $473.18(+156.54%) | 2026-03-31 | |
| XOM | Exxon Mobil Corp | 1.64% | 52.6K | $8.9M | +129.84%(+29.70K) | $132.62(+3.37%) | 2026-03-31 | |
| CAT | Caterpillar Inc | 1.19% | 9.2K | $6.5M | new | $640.67(+50.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.14% | +105.53% |
| Top 20 Holdings Unweighted | +25.70% | +98.60% |
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