StockDriftsStockDriftsTop 50 Phraction Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 7.75% | 143.4K | $29.9M | +15.54%(+19.29K) | $161.67(+67.08%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.65% | 89.2K | $25.6M | +0.09%(+80) | $134.65(+199.02%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 6.33% | 76.6K | $24.4M | +0.66%(+499) | $180.50(+139.55%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.05% | 62.9K | $23.3M | +7.13%(+4.19K) | $312.92(+29.49%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 4.92% | 14.4K | $19.0M | +0.67%(+95) | $842.57(+87.71%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.31% | 57.9K | $16.6M | +0.90%(+514) | $139.02(+187.05%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 4.14% | 32.4K | $15.9M | +4.72%(+1.46K) | $556.55(-19.86%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 3.93% | 79.8K | $15.1M | +21.35%(+14.05K) | $213.11(-22.11%) | 2026-03-31 | |
| HON | HONEYWELL INTL INC | 3.58% | 61.0K | $13.8M | +0.14%(+84) | $196.33(+11.02%) | 2026-03-31 | |
| ENTG | ENTEGRIS INC | 3.24% | 106.5K | $12.5M | -0.93%(-1.00K) | $92.04(+57.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.33% | +57.43% |
| Top 20 Holdings Unweighted | +17.03% | +60.29% |
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