StockDriftsStockDriftsTop 31 Oakmont CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 15.6% | 394.3K | $82.1M | +2.05%(+7.92K) | $72.48(+234.83%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 12.51% | 177.9K | $65.9M | +3.97%(+6.80K) | $199.38(+95.86%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 11.83% | 124.7K | $62.3M | +2.04%(+2.49K) | $146.46(+268.30%) | 2026-03-31 | |
| AAPL | APPLE INC | 9.57% | 198.6K | $50.4M | +1.89%(+3.69K) | $100.19(+208.06%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 9.43% | 284.7K | $49.7M | +8.66%(+22.70K) | $46.84(+315.92%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 7.01% | 56.7K | $36.9M | +6.54%(+3.48K) | $587.56(+26.76%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 6.79% | 84.0K | $35.7M | +3.21%(+2.61K) | $440.42(-0.12%) | 2026-03-31 | |
| WMT | WALMART INC | 6.08% | 257.6K | $32.0M | +2.03%(+5.13K) | $96.05(+16.44%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 5.79% | 26.3K | $30.5M | +1.86%(+479) | $1362.48(-1.03%) | 2026-03-31 | |
| WCN | WASTE CONNECTIONS INC | 5.23% | 169.4K | $27.5M | +1.77%(+2.95K) | $184.02(-8.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.17% | +37.38% |
| Top 20 Holdings Unweighted | +18.57% | +66.69% |
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