StockDriftsStockDriftsTop 50 Notis-McConarty Edward Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CL A | 8.11% | 46.1K | $17.7M | -6.49%(-3.20K) | $42.22(+752.37%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 6.46% | 70.8K | $14.1M | -4.12%(-3.05K) | $9.36(+1982.61%) | 2026-03-31 | |
| AAPL | APPLE | 5.28% | 42.6K | $11.6M | -3.34%(-1.47K) | $46.91(+557.96%) | 2026-03-31 | |
| ADI | ANALOG DEVICES | 4.59% | 25.0K | $10.1M | -7.72%(-2.09K) | $79.94(+371.83%) | 2026-03-31 | |
| MSFT | MICROSOFT | 4.16% | 22.4K | $9.1M | +2.63%(+572) | $42.19(+825.45%) | 2026-03-31 | |
| AMZN | AMAZON.COM | 3.87% | 32.0K | $8.5M | +5.85%(+1.77K) | $97.61(+148.61%) | 2026-03-31 | |
| MA | MASTERCARD | 3.73% | 16.2K | $8.2M | +0.35%(+56) | $102.46(+426.45%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES | 3.52% | 21.7K | $7.7M | +1.21%(+260) | $126.19(+310.37%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 3.35% | 41.7K | $7.3M | -8.35%(-3.79K) | $76.73(+159.69%) | 2026-03-31 | |
| JNJ | JOHNSON AND JOHNSON | 3.2% | 30.5K | $7.0M | -3.48%(-1.10K) | $72.93(+260.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.31% | +41.64% |
| Top 20 Holdings Unweighted | +10.66% | +35.52% |
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