StockDriftsStockDriftsTop 50 Notis-McConarty Edward Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CL A | 6.88% | 44.6K | $15.9M | -3.37%(-1.55K) | $42.22(+732.37%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 5.98% | 69.1K | $13.8M | -2.42%(-1.72K) | $9.36(+2256.58%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES | 5.27% | 21.0K | $12.2M | -3.29%(-715) | $126.19(+269.33%) | 2026-06-30 | |
| AAPL | APPLE | 5.22% | 41.7K | $12.1M | -2.01%(-855) | $46.91(+553.79%) | 2026-06-30 | |
| AMAT | APPLIED MATERIAL | 4.49% | 14.4K | $10.4M | +0.38%(+55) | $197.04(+170.78%) | 2026-06-30 | |
| ADI | ANALOG DEVICES | 4.17% | 24.3K | $9.6M | -2.88%(-720) | $79.94(+389.16%) | 2026-06-30 | |
| MA | MASTERCARD | 3.64% | 16.4K | $8.4M | +0.92%(+150) | $106.13(+431.20%) | 2026-06-30 | |
| MSFT | MICROSOFT | 3.63% | 22.5K | $8.4M | +0.72%(+160) | $44.50(+1029.91%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 3.42% | 41.7K | $7.9M | +0.00%(+0) | $76.73(+191.79%) | 2026-06-30 | |
| ROK | ROCKWELL AUTOMATION | 3.38% | 15.8K | $7.8M | +0.35%(+55) | $144.82(+205.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.25% | +65.35% | +10.75% | +66.61% |
| Top 20 Holdings Unweighted | +16.47% | +58.01% | +9.28% | +55.88% |
Notis-McConarty Edward reports $231.46M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (6.9%), NVDA (6.0%) and AMD (5.3%). The top 20 holdings account for 71.82% of reported assets. Its disclosed equity book has returned +65.35% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Notis-McConarty Edward’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1592616). View Notis-McConarty Edward’s 13F filings on SEC