StockDriftsStockDriftsTop 50 Parthenon Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 9.64% | 227.9K | $84.3M | +0.18%(+399) | $36.86(+999.24%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.58% | 138.3K | $66.3M | -0.20%(-271) | $92.20(+426.60%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.16% | 157.1K | $45.2M | -1.28%(-2.03K) | $37.54(+972.48%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.42% | 67.6K | $38.7M | -1.31%(-897) | $181.70(+239.36%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.7% | 112.8K | $32.4M | -3.83%(-4.50K) | $32.92(+1112.24%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.69% | 127.2K | $32.3M | -1.27%(-1.63K) | $50.16(+495.78%) | 2026-03-31 | |
| GLW | CORNING INC | 3.58% | 230.6K | $31.4M | -0.02%(-35) | $15.05(+1272.28%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.39% | 174.8K | $29.7M | -0.58%(-1.02K) | $85.08(+78.14%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.38% | 120.8K | $29.5M | -1.20%(-1.47K) | $73.41(+213.87%) | 2026-03-31 | |
| WMT | WALMART INC | 3.22% | 226.4K | $28.1M | -0.62%(-1.42K) | $19.13(+587.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.82% | +51.36% |
| Top 20 Holdings Unweighted | +15.95% | +55.90% |
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