StockDriftsStockDriftsTop 37 Saybrook Capital Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | Google Inc Cl C | 14.15% | 160.0K | $56.5M | -5.82%(-9.89K) | $35.02(+878.33%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway Inc Cl B | 13.28% | 106.0K | $53.0M | +2.05%(+2.13K) | $166.14(+201.76%) | 2026-06-30 | |
| GOOGL | Google Inc. Cl A | 13.24% | 148.0K | $52.9M | -5.12%(-7.98K) | $28.75(+1099.03%) | 2026-06-30 | |
| AAPL | Apple Inc. | 10.61% | 146.5K | $42.4M | -1.50%(-2.24K) | $35.35(+763.79%) | 2026-06-30 | |
| V | Visa Inc | 5.47% | 63.7K | $21.8M | -0.02%(-10) | $63.87(+466.67%) | 2026-06-30 | |
| SHW | Sherwin-Williams Company | 4.75% | 55.2K | $19.0M | -2.37%(-1.34K) | $135.68(+157.93%) | 2026-06-30 | |
| BRK.A | Berkshire Hathaway Inc Cl A | 4.12% | 22 | $16.5M | +0.00%(+0) | $37582.57(+1888.69%) | 2026-06-30 | |
| ADP | Automatic Data Processing | 3.84% | 68.5K | $15.3M | -2.14%(-1.50K) | $78.65(+240.36%) | 2026-06-30 | |
| RTX | Raytheon Technologies Com | 3.76% | 79.2K | $15.0M | -4.76%(-3.96K) | $83.50(+167.74%) | 2026-06-30 | |
| NSC | Norfolk Southern Corp. | 2.61% | 33.2K | $10.4M | -1.46%(-493) | $71.24(+380.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.51% | +46.25% | +6.57% | +37.49% |
| Top 20 Holdings Unweighted | +7.90% | +25.63% | +3.76% | +20.29% |
Saybrook Capital reports $399.51M in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (14.2%), BRK.B (13.3%) and GOOGL (13.2%). The top 20 holdings account for 92.84% of reported assets. Its disclosed equity book has returned +46.25% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Saybrook Capital’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1044924). View Saybrook Capital’s 13F filings on SEC