StockDriftsStockDriftsTop 50 ROSS\JOHNSON & Associates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GGG | GRACO INC | 54.26% | 35.6K | $3.0M | +12.05%(+3.82K) | $85.62(-12.12%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.06% | 432 | $281K | +0.00%(+0) | $579.65(+28.49%) | 2026-03-31 | |
| TSLA | TESLA INC | 3.8% | 567 | $211K | -0.35%(-2) | $237.43(+65.71%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.95% | 1.5K | $164K | +0.00%(+0) | $107.59(-0.08%) | 2026-03-31 | |
| SEEM | SEI EXCHANGE TRADED FUNDS | 2.74% | 4.6K | $152K | -0.41%(-19) | $26.64(+45.16%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.56% | 217 | $142K | -6.87%(-16) | $580.25(+28.98%) | 2026-03-31 | |
| BHE | BENCHMARK ELECTRS INC | 2.54% | 2.5K | $141K | +0.00%(+0) | $44.86(+92.00%) | 2026-03-31 | |
| AMGN | AMGEN INC | 1.9% | 300 | $106K | -0.33%(-1) | $291.47(+28.37%) | 2026-03-31 | |
| SEIS | SEI EXCHANGE TRADED FUNDS | 1.85% | 3.7K | $102K | +0.00%(+0) | $25.82(+26.83%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 1.58% | 1.1K | $88K | -0.27%(-3) | $63.62(+34.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.69% | +14.74% |
| Top 20 Holdings Unweighted | +7.41% | +23.93% |
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