StockDriftsStockDriftsTop 34 North Fourth Asset Management, Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 17.53% | 80.0K | $28.7M | +166.67%(+50.00K) | — | 2023-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 7.84% | 30.0K | $12.8M | -64.71%(-55.00K) | — | 2023-09-30 | |
| SHW | SHERWIN WILLIAMS CO | 5.38% | 34.5K | $8.8M | +7.81%(+2.50K) | — | 2023-09-30 | |
| LULU | LULULEMON ATHLETICA INC | 4.95% | 21.0K | $8.1M | -30.00%(-9.00K) | — | 2023-09-30 | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 4.69% | 32.4K | $7.7M | new | — | 2023-09-30 | |
| AMZN | AMAZON COM INC | 4.51% | 58.0K | $7.4M | -50.04%(-58.10K) | — | 2023-09-30 | |
| DPZ | DOMINOS PIZZA INC | 3.93% | 16.9K | $6.4M | +54.09%(+5.95K) | — | 2023-09-30 | |
| FDX | FEDEX CORP | 3.89% | 24.0K | $6.4M | -5.51%(-1.40K) | — | 2023-09-30 | |
| MSFT | MICROSOFT CORP | 3.86% | 20.0K | $6.3M | +127.27%(+11.20K) | — | 2023-09-30 | |
| META | META PLATFORMS INC | 3.67% | 20.0K | $6.0M | -25.93%(-7.00K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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