StockDriftsStockDriftsTop 50 Nfsg CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 6.76% | 256.8K | $58.6M | +5.22%(+12.74K) | $60.30(+260.01%) | 2026-09-30 | |
| CRWD | CROWDSTRIKE HOLDINGS INC CL A | 4.32% | 141.7K | $37.5M | +1.59%(+2.22K) | $327.06(-30.26%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.65% | 95.2K | $31.7M | +3.37%(+3.11K) | $177.25(+93.48%) | 2026-09-30 | |
| SMH | VANECK SEMICONDUCTOR ETF | 3.4% | 48.5K | $29.5M | +4.34%(+2.02K) | $231.16(+137.27%) | 2026-09-30 | |
| AMZN | AMAZON.COM INC | 3.23% | 112.4K | $28.0M | +0.48%(+540) | $173.17(+51.56%) | 2026-09-30 | |
| META | META PLATFORMS INC CL A | 2.84% | 34.0K | $24.7M | +17.90%(+5.17K) | $547.86(+28.76%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.71% | 45.9K | $23.5M | +4.05%(+1.79K) | $347.11(+53.70%) | 2026-09-30 | |
| QQQ | INVESCO QQQ ETF | 2.46% | 28.9K | $21.4M | +2.58%(+726) | $480.14(+49.61%) | 2026-09-30 | |
| GOOG | ALPHABET INC CL C | 2.18% | 55.4K | $18.9M | +6.56%(+3.41K) | $192.76(+76.47%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 2.1% | 97.6K | $18.3M | +11.02%(+9.69K) | $64.71(+200.02%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +35.34% | +147.89% | +18.89% | +137.53% |
| Top 20 Holdings Unweighted | +31.44% | +127.10% | +13.79% | +90.77% |
Nfsg CORP reports $867.91M in US-listed equity holdings across 1,314 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.8%), CRWD (4.3%) and AAPL (3.6%). The top 20 holdings account for 50.02% of reported assets. Its disclosed equity book has returned +147.89% on a three-year cumulative basis. Figures reflect the Q3 2026 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 Nfsg CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1879757). View Nfsg CORP’s 13F filings on SEC