StockDriftsStockDriftsTop 50 Puzo Michael J Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CL A | 6.24% | 74.5K | $21.4M | -7.49%(-6.03K) | $44.59(+707.09%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 5.44% | 107.1K | $18.7M | -1.74%(-1.89K) | $23.23(+738.61%) | 2026-03-31 | |
| AAPL | APPLE | 5.39% | 72.9K | $18.5M | -3.39%(-2.56K) | $215.07(+43.50%) | 2026-03-31 | |
| ADI | ANALOG DEVICES | 4.47% | 48.3K | $15.4M | -6.01%(-3.09K) | $88.32(+327.04%) | 2026-03-31 | |
| JNJ | JOHNSON AND JOHNSON | 4.36% | 61.2K | $15.0M | -6.41%(-4.20K) | $91.26(+188.24%) | 2026-03-31 | |
| MSFT | MICROSOFT | 4.1% | 38.0K | $14.1M | +2.38%(+885) | $78.64(+396.53%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 3.97% | 70.7K | $13.6M | -8.53%(-6.59K) | $76.52(+160.40%) | 2026-03-31 | |
| TJX | TJX COS | 3.65% | 78.4K | $12.5M | -2.06%(-1.65K) | $71.62(+115.38%) | 2026-03-31 | |
| MA | MASTERCARD | 3.62% | 24.9K | $12.4M | -3.11%(-797) | $3869.30(-86.06%) | 2026-03-31 | |
| AMZN | AMAZON.COM | 3.61% | 59.6K | $12.4M | +3.75%(+2.15K) | $120.94(+100.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.20% | +37.51% |
| Top 20 Holdings Unweighted | +10.74% | +35.79% |
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