StockDriftsStockDriftsTop 50 Private Trust Co Na Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 3.06% | 135.2K | $34.3M | -1.53%(-2.10K) | $62.56(+377.75%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 2.38% | 72.0K | $26.6M | -2.34%(-1.72K) | $98.35(+311.99%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF | 1.97% | 34.0K | $22.1M | +2.28%(+758) | $365.40(+103.15%) | 2026-03-31 | |
| NVDA | Nvidia Corp | 1.94% | 124.8K | $21.8M | -3.22%(-4.16K) | $26.09(+765.68%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CLASS A | 1.57% | 61.3K | $17.6M | -5.38%(-3.48K) | $124.86(+222.46%) | 2026-03-31 | |
| AMZN | Amazon.Com | 1.45% | 78.2K | $16.3M | +1.23%(+947) | $2103.55(-87.16%) | 2026-03-31 | |
| IVV | IShares S&P 500 Index Fd | 1.29% | 22.1K | $14.4M | +3.26%(+696) | $338.41(+120.37%) | 2026-03-31 | |
| AVGO | Broadcom Inc | 1.25% | 45.1K | $14.0M | -4.00%(-1.88K) | $65.82(+533.26%) | 2026-03-31 | |
| QQQ | Invesco QQQ Trust | 1.03% | 20.0K | $11.5M | -1.17%(-236) | $348.85(+104.88%) | 2026-03-31 | |
| GOOG | ALPHABET INC CLASS C | 0.98% | 38.3K | $11.0M | +1.68%(+634) | $132.92(+200.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.59% | +58.50% |
| Top 20 Holdings Unweighted | +16.76% | +59.19% |
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