StockDriftsStockDriftsTop 50 New Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 24.5% | 2.56M | $99.4M | -3.88%(-103.27K) | $26.70(+59.87%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 20% | 2.39M | $81.1M | +1.52%(+35.77K) | $23.53(+56.31%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 12.66% | 107.2K | $51.4M | -0.41%(-437) | $246.55(+88.82%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.84% | 77.4K | $19.6M | -0.92%(-721) | $79.30(+258.38%) | 2026-03-31 | |
| EBI | RBB FUND TRUST | 3.04% | 213.4K | $12.3M | +0.00%(+0) | $47.31(+32.82%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 2.76% | 215.5K | $11.2M | +6.03%(+12.26K) | $52.64(-1.02%) | 2026-03-31 | |
| DFSU | DIMENSIONAL ETF TRUST | 2.51% | 247.5K | $10.2M | -7.07%(-18.83K) | $30.10(+49.75%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.21% | 193.8K | $9.0M | +4.60%(+8.53K) | $46.19(-0.34%) | 2026-03-31 | |
| PEP | PEPSICO INC | 2.02% | 52.8K | $8.2M | -0.49%(-261) | $122.90(+26.16%) | 2026-03-31 | |
| DFSI | DIMENSIONAL ETF TRUST | 1.88% | 180.1K | $7.6M | -0.99%(-1.80K) | $31.21(+42.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.95% | +40.31% |
| Top 20 Holdings Unweighted | +8.22% | +26.75% |
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