StockDriftsStockDriftsTop 50 Motley Fool Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | 7.25% | 966.7K | $168.6M | +10.29%(+90.20K) | $73.91(+218.94%) | 2026-03-31 | |
| GOOG | Alphabet Inc. | 7.18% | 582.3K | $167.0M | +11.78%(+61.37K) | $119.73(+231.73%) | 2026-03-31 | |
| AAPL | Apple Inc. | 6.29% | 576.5K | $146.3M | +7.79%(+41.64K) | $150.95(+97.56%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 4.82% | 303.1K | $112.2M | +12.42%(+33.48K) | $304.90(+34.28%) | 2026-03-31 | |
| AMZN | Amazon.com, Inc. | 4.71% | 525.5K | $109.4M | +6.73%(+33.13K) | $112.89(+136.71%) | 2026-03-31 | |
| META | Meta Platforms Inc | 3.3% | 134.1K | $76.7M | +16.38%(+18.88K) | $399.26(+54.89%) | 2026-03-31 | |
| AVGO | Broadcom Inc | 3.1% | 233.1K | $72.1M | +10.63%(+22.39K) | $212.52(+106.94%) | 2026-03-31 | |
| JPM | JPMorgan Chase & Co. | 2.7% | 213.2K | $62.7M | +69.36%(+87.30K) | $249.93(+20.00%) | 2026-03-31 | |
| MA | MasterCard Incorporated | 2.29% | 106.5K | $53.2M | -11.44%(-13.76K) | $404.85(+21.02%) | 2026-03-31 | |
| COST | Costco Wholesale Corporation | 2.19% | 51.1K | $50.9M | -15.79%(-9.57K) | $503.24(+106.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +32.96% | +135.03% |
| Top 20 Holdings Unweighted | +28.39% | +111.63% |
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