StockDriftsStockDriftsTop 50 Old Port Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STX | Seagate Technology Holdings Plc | 2.9% | 32.1K | $12.6M | -3.63%(-1.21K) | $68.67(+1022.75%) | 2026-03-31 | |
| IAU | iShares Gold (TRUST) | 2.89% | 142.1K | $12.5M | -1.91%(-2.77K) | $36.88(+132.37%) | 2026-03-31 | |
| MSFT | Microsoft Corp Common | 2.62% | 30.6K | $11.3M | -0.75%(-230) | $102.05(+303.13%) | 2026-03-31 | |
| GLW | Corning, Inc. Common | 2.62% | 83.4K | $11.3M | -2.03%(-1.73K) | $28.14(+476.07%) | 2026-03-31 | |
| VSLU | Applied Finance, Valuation Large Cap ETF | 2.4% | 248.5K | $10.4M | +19.48%(+40.52K) | $41.55(+9.20%) | 2026-03-31 | |
| SMTH | ALPS/Smith Core Plus, Bond. Exchange | 2.29% | 386.0K | $9.9M | +13.73%(+46.60K) | $25.84(-0.37%) | 2026-03-31 | |
| AAPL | Apple, Inc. Common | 2.17% | 37.1K | $9.4M | +1.12%(+412) | $70.15(+305.10%) | 2026-03-31 | |
| SCHD | Schwab Us Dividend Equity ETF | 1.89% | 266.9K | $8.2M | +2.82%(+7.32K) | $22.52(+40.72%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc Del Cl, B. Common | 1.75% | 15.8K | $7.6M | +0.25%(+39) | $251.03(+85.45%) | 2026-03-31 | |
| JPM | JP Morgan Chase & Co. Common | 1.72% | 25.3K | $7.4M | +0.10%(+26) | $109.86(+181.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.24% | +65.30% |
| Top 20 Holdings Unweighted | +18.89% | +68.06% |
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