StockDriftsStockDriftsTop 50 Northeast Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 8.09% | 1.12M | $195.6M | -4.04%(-47.28K) | $13.84(+1531.44%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.51% | 620.2K | $157.4M | -2.89%(-18.43K) | $11.61(+2475.29%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CL A | 5.84% | 490.9K | $141.2M | -5.55%(-28.84K) | $22.87(+1660.16%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 4.53% | 525.8K | $109.5M | -1.34%(-7.15K) | $29.71(+809.32%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.9% | 254.4K | $94.2M | -0.29%(-747) | $84.06(+382.06%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORP | 3.76% | 91.2K | $90.9M | -0.72%(-664) | $91.24(+1032.29%) | 2026-03-31 | |
| V | VISA INC CL A | 2.98% | 238.1K | $72.0M | -1.98%(-4.82K) | $47.70(+571.53%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 2.84% | 115.0K | $68.7M | +1.80%(+2.03K) | $430.77(+58.41%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC CL B | 2.68% | 135.3K | $64.8M | -1.90%(-2.62K) | $114.66(+323.44%) | 2026-03-31 | |
| META | META PLATFORMS INC CL A | 2.53% | 107.0K | $61.2M | +1.10%(+1.17K) | $137.82(+347.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.06% | +68.79% |
| Top 20 Holdings Unweighted | +16.70% | +58.92% |
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