StockDriftsStockDriftsTop 50 Norris Perne & French Llp/Mi Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT | 4.44% | 179.4K | $66.4M | -21.09%(-47.96K) | $91.03(+345.16%) | 2026-03-31 | |
| GOOGL | ALPHABET INC. | 2.93% | 152.5K | $43.9M | -41.39%(-107.70K) | $52.54(+666.37%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC COM | 2.6% | 113.8K | $38.9M | -37.76%(-69.03K) | $80.12(+444.96%) | 2026-03-31 | |
| IVV | ISHARES S&P 500 INDEX | 2.55% | 58.4K | $38.2M | -4.50%(-2.75K) | $184.06(+305.17%) | 2026-03-31 | |
| COHR | COHERENT CORP | 2.53% | 158.9K | $37.9M | -48.81%(-151.53K) | $47.79(+744.70%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2.04% | 90.5K | $30.6M | -40.07%(-60.48K) | $199.87(+100.03%) | 2026-03-31 | |
| BALL | BALL CORP COM | 2.02% | 511.2K | $30.2M | -29.45%(-213.40K) | $52.88(+6.75%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 1.99% | 142.6K | $29.7M | -35.62%(-78.91K) | $146.68(+84.17%) | 2026-03-31 | |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | 1.64% | 209.7K | $24.5M | -16.56%(-41.61K) | $39.70(+208.52%) | 2026-03-31 | |
| V | VISA INC | 1.56% | 77.4K | $23.4M | -41.34%(-54.53K) | $121.68(+163.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.23% | +65.27% |
| Top 20 Holdings Unweighted | +18.13% | +64.86% |
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