StockDriftsStockDriftsTop 50 Oak Family Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 5.15% | 49.4K | $16.7M | -15.00%(-8.72K) | $90.63(+341.12%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.72% | 41.9K | $12.1M | +22.57%(+7.72K) | $156.50(+157.27%) | 2026-03-31 | |
| BA | BOEING CO COM | 3.38% | 55.2K | $11.0M | -17.57%(-11.76K) | $173.55(+38.63%) | 2026-03-31 | |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 3.08% | 90.6K | $10.0M | +3.57%(+3.12K) | $110.36(-0.15%) | 2026-03-31 | |
| GNRC | GENERAC HLDGS INC COM | 2.88% | 47.8K | $9.3M | -18.36%(-10.76K) | $133.37(+100.38%) | 2026-03-31 | |
| NVO | NOVO-NORDISK A S ADR | 2.82% | 248.7K | $9.1M | -9.29%(-25.48K) | $64.51(-27.02%) | 2026-03-31 | |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | 2.79% | 230.4K | $9.0M | +2.75%(+6.17K) | $30.46(+41.25%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC COM | 2.68% | 120.8K | $8.7M | +27.09%(+25.74K) | $75.99(-1.70%) | 2026-03-31 | |
| SHLD | GLOBAL X DEFENSE TECH ETF | 2.6% | 119.2K | $8.4M | -9.94%(-13.15K) | $46.00(+38.66%) | 2026-03-31 | |
| QCOM | QUALCOMM INC COM | 2.52% | 63.5K | $8.2M | -21.61%(-17.52K) | $147.22(+44.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.71% | +47.01% |
| Top 20 Holdings Unweighted | +14.32% | +49.42% |
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