StockDriftsStockDriftsTop 50 Nicholas Company, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. Class C | 4.04% | 718.0K | $206.0M | -9.96%(-79.47K) | $54.30(+634.88%) | 2026-03-31 | |
| NVDA | NVIDIA Corporation | 3.96% | 1.16M | $201.8M | -0.09%(-1.08K) | $55.82(+304.58%) | 2026-03-31 | |
| AMZN | Amazon.com, Inc. | 3.57% | 872.8K | $181.8M | -0.09%(-763) | $104.41(+158.73%) | 2026-03-31 | |
| AAPL | Apple Inc. | 3.3% | 662.6K | $168.2M | +4.93%(+31.14K) | $57.74(+417.58%) | 2026-03-31 | |
| MSFT | Microsoft Corporation | 3.28% | 451.9K | $167.3M | +2.13%(+9.43K) | $35.79(+1032.04%) | 2026-03-31 | |
| ORLY | O'Reilly Automotive, Inc. | 1.74% | 960.2K | $88.6M | -0.07%(-675) | $2.90(+2995.81%) | 2026-03-31 | |
| TJX | TJX Companies Inc | 1.68% | 536.2K | $85.6M | -18.37%(-120.63K) | $25.66(+473.02%) | 2026-03-31 | |
| COST | Costco Wholesale Corporation | 1.65% | 84.5K | $84.2M | -4.28%(-3.78K) | $364.93(+183.09%) | 2026-03-31 | |
| WCN | Waste Connections, Inc. | 1.62% | 508.1K | $82.5M | +13.14%(+59.03K) | $173.54(-12.32%) | 2026-03-31 | |
| AVGO | Broadcom Inc. | 1.6% | 263.5K | $81.5M | +1177.94%(+242.85K) | $305.15(+36.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.36% | +38.11% |
| Top 20 Holdings Unweighted | +9.00% | +29.51% |
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