StockDriftsStockDriftsTop 50 North Point Portfolio Managers Corp/Oh Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP-CL A | 5.09% | 226.0K | $28.6M | -25.97%(-79.29K) | $10.32(+1108.29%) | 2026-03-31 | |
| ASML | ASML HOLDING N.V. ADR | 4.57% | 19.4K | $25.7M | -2.04%(-405) | $674.30(+134.55%) | 2026-03-31 | |
| GOOGL | ALPHABET INC-CL A | 4.01% | 78.2K | $22.5M | -1.97%(-1.57K) | $206.01(+95.44%) | 2026-03-31 | |
| V | VISA INC-CLASS A SHARES | 3.81% | 70.7K | $21.4M | -2.39%(-1.73K) | $53.61(+497.48%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 3.78% | 101.9K | $21.2M | -1.57%(-1.62K) | $99.71(+170.92%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC. | 3.55% | 23.6K | $20.0M | -15.11%(-4.20K) | $207.81(+359.75%) | 2026-03-31 | |
| ROST | ROSS STORES INC. | 3.4% | 88.2K | $19.1M | -2.82%(-2.56K) | $34.84(+507.87%) | 2026-03-31 | |
| NXT | NEXTPOWER, INC | 3.16% | 147.2K | $17.7M | -12.79%(-21.58K) | $40.37(+237.76%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP. | 3.02% | 45.7K | $16.9M | -2.69%(-1.26K) | $419.82(-3.48%) | 2026-03-31 | |
| BLK | BLACKROCK INC. | 2.96% | 17.3K | $16.6M | -2.47%(-437) | $313.22(+249.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.96% | +25.83% |
| Top 20 Holdings Unweighted | +7.36% | +23.76% |
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