StockDriftsStockDriftsTop 50 Quantessence Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MDLN | MEDLINE INC | 3.25% | 15.0K | $667K | new | $43.25(-16.32%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORP | 2.96% | 2.5K | $607K | new | $152.34(+64.59%) | 2026-03-31 | |
| PAAS | PAN AMERN SILVER CORP | 2.94% | 11.1K | $605K | new | $27.16(+107.62%) | 2026-03-31 | |
| HAL | HALLIBURTON CO | 2.88% | 15.2K | $591K | new | $33.63(+24.19%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.88% | 2.7K | $590K | new | $193.61(+8.67%) | 2026-03-31 | |
| COP | CONOCOPHILLIPS | 2.86% | 4.4K | $586K | new | $102.22(+19.75%) | 2026-03-31 | |
| MO | ALTRIA GROUP INC | 2.78% | 8.7K | $571K | new | $55.35(+32.06%) | 2026-03-31 | |
| FTI | TECHNIPFMC PLC | 2.71% | 8.0K | $556K | new | $30.32(+135.13%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 2.69% | 7.1K | $553K | new | $57.76(+104.66%) | 2026-03-31 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 2.69% | 9.1K | $553K | new | $58.78(-3.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.43% | +53.80% |
| Top 20 Holdings Unweighted | +22.60% | +84.27% |
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