StockDriftsStockDriftsTop 43 Page Arthur B Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT | 6.11% | 14.1K | $5.9M | -4.55%(-672) | — | 2024-03-31 | |
| AMD | ADVANCED MICRO DEVICES | 4.8% | 25.9K | $4.7M | -11.85%(-3.48K) | — | 2024-03-31 | |
| MA | MASTERCARD | 4.77% | 9.6K | $4.6M | -7.40%(-770) | — | 2024-03-31 | |
| GOOGL | ALPHABET INC CL A | 4.76% | 30.6K | $4.6M | -6.07%(-1.98K) | — | 2024-03-31 | |
| AAPL | APPLE | 4.42% | 25.1K | $4.3M | -5.30%(-1.40K) | — | 2024-03-31 | |
| FI | FISERV | 4.2% | 25.5K | $4.1M | -5.97%(-1.62K) | — | 2024-03-31 | |
| ADP | AUTOMATIC DATA PROCESSING | 3.98% | 15.5K | $3.9M | -6.44%(-1.07K) | — | 2024-03-31 | |
| ADI | ANALOG DEVICES | 3.64% | 17.9K | $3.5M | -7.26%(-1.40K) | — | 2024-03-31 | |
| ABT | ABBOTT LABS | 3.63% | 31.0K | $3.5M | -5.04%(-1.65K) | — | 2024-03-31 | |
| NVDA | NVIDIA CORP | 3.58% | 3.9K | $3.5M | -9.89%(-423) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Page Arthur B reports $97.20M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.1%), AMD (4.8%) and MA (4.8%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Page Arthur B’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1592615). View Page Arthur B’s 13F filings on SEC