StockDriftsStockDriftsTop 50 Redmond Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 3.37% | 42.9K | $12.3M | -5.17%(-2.34K) | $72.81(+394.34%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.3% | 41.1K | $12.1M | +4.29%(+1.69K) | $92.09(+263.19%) | 2026-03-31 | |
| WSO | WATSCO INC | 3.04% | 30.6K | $11.1M | +2.28%(+682) | $254.96(+58.73%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 2.29% | 4.4K | $8.4M | -2.71%(-122) | $653.03(+203.15%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 2.19% | 85.2K | $8.0M | -7.20%(-6.61K) | $57.65(+68.25%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.18% | 21.6K | $8.0M | -1.74%(-382) | $338.03(+15.52%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.01% | 15.4K | $7.4M | -0.82%(-127) | $164.06(+209.51%) | 2026-03-31 | |
| NSC | NORFOLK SOUTHN CORP | 1.99% | 25.4K | $7.3M | -1.94%(-502) | $233.82(+38.02%) | 2026-03-31 | |
| V | VISA INC | 1.87% | 22.6K | $6.8M | -2.62%(-607) | $132.78(+172.73%) | 2026-03-31 | |
| XPO | XPO INC | 1.84% | 34.7K | $6.7M | -36.82%(-20.21K) | $45.17(+356.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.53% | +38.71% |
| Top 20 Holdings Unweighted | +9.80% | +32.36% |
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