StockDriftsStockDriftsTop 50 Roberts Glore & Co Inc /Il/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.72% | 51.1K | $24.5M | -0.88%(-452) | $167.85(+189.25%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.51% | 64.7K | $16.4M | -1.05%(-687) | $35.72(+736.64%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.11% | 40.4K | $15.0M | +4.60%(+1.78K) | $100.27(+304.12%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.85% | 48.8K | $14.0M | -5.90%(-3.06K) | $42.05(+849.04%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.44% | 51.3K | $12.5M | -3.00%(-1.59K) | $95.38(+141.59%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.23% | 235.1K | $11.7M | +2.23%(+5.13K) | $48.11(+4.87%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.95% | 33.4K | $10.7M | +5.79%(+1.83K) | $192.45(+89.51%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.74% | 34.7K | $10.0M | -2.83%(-1.01K) | $36.55(+1001.52%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 1.85% | 135.1K | $6.7M | -4.16%(-5.87K) | $50.66(-1.12%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 1.77% | 29.7K | $6.5M | -1.03%(-310) | $99.88(+108.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.97% | +44.18% |
| Top 20 Holdings Unweighted | +12.83% | +43.62% |
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