StockDriftsStockDriftsTop 40 Saybrook Capital /Nc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Inc Cl B | 13.4% | 103.9K | $49.8M | +0.08%(+84) | $159.54(+218.28%) | 2026-03-31 | |
| GOOG | Google Inc Cl C | 13.12% | 169.9K | $48.7M | -3.24%(-5.70K) | $35.02(+916.96%) | 2026-03-31 | |
| GOOGL | Google Inc. Cl A | 12.08% | 156.0K | $44.9M | -1.98%(-3.15K) | $28.75(+1151.89%) | 2026-03-31 | |
| AAPL | Apple Inc. | 10.17% | 148.8K | $37.8M | -1.01%(-1.51K) | $35.35(+772.98%) | 2026-03-31 | |
| V | Visa Inc | 5.18% | 63.7K | $19.2M | +1.15%(+725) | $63.87(+466.96%) | 2026-03-31 | |
| SHW | Sherwin-Williams Company | 4.88% | 56.5K | $18.1M | +0.36%(+204) | $135.68(+159.78%) | 2026-03-31 | |
| RTX | Raytheon Technologies Com | 4.32% | 83.1K | $16.0M | -1.31%(-1.10K) | $83.50(+138.62%) | 2026-03-31 | |
| BRK.A | Berkshire Hathaway Inc Cl A | 4.25% | 22 | $15.8M | +0.00%(+0) | $37582.57(+1926.42%) | 2026-03-31 | |
| ADP | Automatic Data Processing | 3.83% | 70.0K | $14.2M | -1.42%(-1.00K) | $78.65(+208.05%) | 2026-03-31 | |
| HON | Honeywell International Inc | 3.08% | 50.5K | $11.4M | -0.24%(-124) | $114.20(+101.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.80% | +39.76% |
| Top 20 Holdings Unweighted | +7.38% | +23.83% |
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