StockDriftsStockDriftsTop 50 Ncm Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.1% | 129.8K | $22.6M | -1.76%(-2.33K) | $31.13(+623.91%) | 2026-03-31 | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 5.04% | 29.7K | $14.1M | -1.95%(-589) | $149.67(+157.34%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 4.43% | 276.1K | $12.4M | -0.13%(-350) | $35.70(+27.07%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 2.94% | 74.3K | $8.2M | -0.32%(-238) | $81.01(+44.73%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.93% | 144.6K | $8.2M | +0.60%(+856) | $56.32(-0.76%) | 2026-03-31 | |
| TCAF | T ROWE PRICE ETF INC | 2.89% | 226.8K | $8.1M | +1.73%(+3.85K) | $32.49(+22.98%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.88% | 262.3K | $8.0M | -0.13%(-344) | $26.02(+21.90%) | 2026-03-31 | |
| INFL | LISTED FDS TR | 2.49% | 133.7K | $7.0M | +6.03%(+7.61K) | $35.52(+48.48%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.47% | 27.2K | $6.9M | +0.52%(+141) | $172.17(+74.38%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.33% | 14.9K | $6.5M | +2.74%(+397) | $50.34(+73.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.91% | +72.41% |
| Top 20 Holdings Unweighted | +17.21% | +61.05% |
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