StockDriftsStockDriftsTop 50 Rowlandmiller & Partners.adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 6.67% | 129.6K | $32.9M | -3.11%(-4.15K) | $142.52(+99.40%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 5.3% | 91.1K | $26.1M | +2.07%(+1.84K) | $117.77(+226.29%) | 2026-03-31 | |
| PGR | PROGRESSIVE CORP COM | 4.11% | 102.3K | $20.3M | -3.92%(-4.17K) | $31.52(+527.25%) | 2026-03-31 | |
| WMT | WALMART INC COM | 3.97% | 157.5K | $19.6M | -11.01%(-19.49K) | $17.73(+637.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.86% | 51.5K | $19.0M | +6.75%(+3.26K) | $138.41(+197.22%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 3.2% | 64.6K | $15.8M | -2.00%(-1.32K) | $109.66(+105.68%) | 2026-03-31 | |
| KO | COCA COLA CO COM | 3.18% | 206.1K | $15.7M | -1.60%(-3.35K) | $26.31(+198.29%) | 2026-03-31 | |
| LLY | ELI LILLY & CO COM | 2.84% | 15.2K | $14.0M | -7.27%(-1.19K) | $80.65(+1126.19%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 2.74% | 79.7K | $13.5M | -3.30%(-2.72K) | $83.66(+85.13%) | 2026-03-31 | |
| CMI | CUMMINS INC COM | 2.34% | 21.4K | $11.5M | -6.21%(-1.42K) | $152.46(+342.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.12% | +44.74% |
| Top 20 Holdings Unweighted | +13.98% | +48.07% |
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