StockDriftsStockDriftsTop 50 Peoples Bank/Ks Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC | 5.22% | 10.8K | $5.2M | +7.45%(+750) | $355.72(+30.87%) | 2026-03-31 | |
| GOOGL | ALPHABET | 4.36% | 15.1K | $4.3M | -0.89%(-135) | $126.57(+206.90%) | 2026-03-31 | |
| MSFT | MICROSOFT | 4.35% | 11.7K | $4.3M | -0.36%(-42) | $328.17(+25.36%) | 2026-03-31 | |
| AAPL | APPLE | 3.41% | 13.4K | $3.4M | +2.23%(+291) | $185.47(+53.22%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 | 3.25% | 5.4K | $3.2M | +44.49%(+1.66K) | $466.06(+42.75%) | 2026-03-31 | |
| XOM | EXXON MOBIL | 2.59% | 15.1K | $2.6M | -0.85%(-130) | $112.69(+37.44%) | 2026-03-31 | |
| PFF | ISHARES TR U.S. | 2.48% | 81.3K | $2.5M | -1.28%(-1.05K) | $30.60(+2.79%) | 2026-03-31 | |
| QQQ | INVESCO QQQ | 2.47% | 4.3K | $2.5M | -3.34%(-147) | $369.02(+84.71%) | 2026-03-31 | |
| DVY | ISHARES SELECT DIVIDEND | 2.23% | 14.6K | $2.2M | +2.20%(+315) | $112.82(+37.00%) | 2026-03-31 | |
| WFC | WELLS FARGO | 2.11% | 26.4K | $2.1M | -4.16%(-1.15K) | $41.77(+91.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.85% | +55.49% |
| Top 20 Holdings Unweighted | +15.55% | +54.30% |
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