StockDriftsStockDriftsTop 50 M&R Capital Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 8.32% | 162.1K | $37.8M | -3.48%(-5.84K) | — | 2024-09-30 | |
| AVGO | BROADCOM INC COM | 7.31% | 192.3K | $33.2M | +886.36%(+172.78K) | — | 2024-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | 6.35% | 62.6K | $28.8M | -0.95%(-601) | — | 2024-09-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 4.64% | 126.8K | $21.0M | -0.73%(-929) | — | 2024-09-30 | |
| LOW | LOWES COS INC COM | 4.19% | 70.2K | $19.0M | -0.57%(-401) | — | 2024-09-30 | |
| AMZN | AMAZON COM INC COM | 3.24% | 78.8K | $14.7M | -0.82%(-650) | — | 2024-09-30 | |
| V | VISA INC COM CL A | 3.22% | 53.2K | $14.6M | -1.08%(-578) | — | 2024-09-30 | |
| VST | VISTRA CORP COM | 3.06% | 117.1K | $13.9M | +38929.00%(+116.79K) | — | 2024-09-30 | |
| MRK | MERCK & CO INC COM | 3.04% | 121.7K | $13.8M | -2.58%(-3.22K) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP COM | 2.81% | 29.7K | $12.8M | +2.57%(+742) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
M&R Capital Management Inc reports $453.78M in US-listed equity holdings across 581 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.3%), AVGO (7.3%) and BRKB (6.3%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from M&R Capital Management Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1057395). View M&R Capital Management Inc’s 13F filings on SEC