StockDriftsStockDriftsTop 48 Overbrook Management Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 10.51% | 319.0K | $55.6M | +0.58%(+1.84K) | $62.15(+213.46%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 6.61% | 113.1K | $35.0M | -0.72%(-818) | $173.79(+107.41%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.67% | 81.0K | $30.0M | -7.42%(-6.50K) | $230.83(+69.17%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.65% | 143.7K | $29.9M | -1.30%(-1.89K) | $155.69(+55.87%) | 2026-03-31 | |
| META | META PLATFORMS INC | 5.11% | 47.3K | $27.0M | -18.25%(-10.55K) | $579.45(+0.59%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.9% | 102.3K | $26.0M | -2.28%(-2.38K) | $166.51(+85.35%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 4.84% | 27.9K | $25.6M | -1.42%(-402) | $797.01(+52.31%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.12% | 64.5K | $21.8M | -1.06%(-694) | $182.21(+138.27%) | 2026-03-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 3.77% | 216.4K | $20.0M | +33.94%(+54.83K) | $71.09(+26.96%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.4% | 25.4K | $18.0M | new | $640.67(+50.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.29% | +61.35% |
| Top 20 Holdings Unweighted | +16.36% | +57.55% |
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