StockDriftsStockDriftsTop 50 Next Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 13.97% | 70.6K | $46.1M | +1.10%(+765) | $364.13(+105.54%) | 2026-03-31 | |
| MFIC | MIDCAP FINL INVESTME | 6.37% | 1.87M | $21.0M | +26.09%(+387.30K) | $12.39(-19.47%) | 2026-03-31 | |
| OBDC | BLUE OWL CAP CORP | 4.78% | 1.42M | $15.8M | +610.89%(+1.22M) | $11.83(-8.54%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 4.38% | 159.8K | $14.5M | +9.38%(+13.70K) | $73.46(+32.45%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.51% | 20.1K | $11.6M | -6.22%(-1.33K) | $261.68(+172.32%) | 2026-03-31 | |
| TCPC | BLACKROCK TCP CAP CORP | 3.33% | 3.05M | $11.0M | +13.64%(+366.01K) | $6.95(-51.65%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 3.2% | 151.5K | $10.6M | +6.39%(+9.10K) | $58.21(+37.17%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 3.03% | 31.2K | $10.0M | +3.27%(+986) | $206.69(+78.41%) | 2026-03-31 | |
| META | META PLATFORMS INC CLASS CLASS A | 2.82% | 16.3K | $9.3M | -1.90%(-315) | $200.64(+190.52%) | 2026-03-31 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 2.76% | 21.4K | $9.1M | -0.40%(-85) | $311.28(-61.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.59% | +46.55% |
| Top 20 Holdings Unweighted | +12.85% | +43.71% |
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