StockDriftsStockDriftsTop 50 Port Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RBC | RBC BEARINGS INC | 8.3% | 343.8K | $186.7M | -7.04%(-26.02K) | $166.43(+263.26%) | 2026-03-31 | |
| HEI-A | HEICO CORP NEW | 7.75% | 826.1K | $174.4M | -3.96%(-34.07K) | $85.58(+205.78%) | 2026-03-31 | |
| TDY | TELEDYNE TECHNOLOGIES INC | 6.75% | 250.8K | $151.8M | +6.07%(+14.36K) | $375.75(+73.54%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 4.57% | 812.6K | $102.7M | -12.50%(-116.07K) | $24.50(+571.82%) | 2026-03-31 | |
| AME | AMETEK INC | 4.12% | 432.2K | $92.7M | -4.31%(-19.46K) | $85.81(+173.41%) | 2026-03-31 | |
| SPXC | SPX TECHNOLOGIES INC | 4.09% | 460.3K | $92.0M | -0.29%(-1.33K) | $115.95(+96.41%) | 2026-03-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 3.87% | 942.6K | $87.0M | -3.34%(-32.61K) | $28.17(+220.34%) | 2026-03-31 | |
| LIN | LINDE PLC | 3.77% | 170.9K | $84.7M | -3.30%(-5.83K) | $198.75(+175.04%) | 2026-03-31 | |
| RLI | RLI CORP | 3.52% | 1.39M | $79.1M | -1.26%(-17.66K) | $46.21(+35.29%) | 2026-03-31 | |
| GGG | GRACO INC | 3.45% | 916.4K | $77.6M | +5.69%(+49.34K) | $62.25(+20.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.27% | +49.21% |
| Top 20 Holdings Unweighted | +14.46% | +49.97% |
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