StockDriftsStockDriftsTop 50 SFE Investment Counsel Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.81% | 136.4K | $23.8M | +0.56%(+766) | $12.85(+1657.25%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.53% | 86.9K | $22.0M | -0.14%(-121) | $56.37(+430.23%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.4% | 57.3K | $21.2M | +4.16%(+2.29K) | $361.96(+11.95%) | 2026-03-31 | |
| OKE | ONEOK INC NEW | 2.97% | 205.0K | $18.5M | -0.74%(-1.53K) | $53.42(+66.22%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.87% | 57.9K | $17.9M | +10.34%(+5.43K) | $75.90(+449.11%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.81% | 59.6K | $17.5M | -2.01%(-1.22K) | $113.14(+165.39%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.66% | 79.6K | $16.6M | +8.72%(+6.38K) | $130.86(+106.43%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 2.6% | 174.9K | $16.2M | -4.59%(-8.41K) | $56.00(+69.37%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 2.17% | 84.5K | $13.6M | +6.57%(+5.21K) | $50.80(+348.43%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.1% | 45.6K | $13.1M | -3.56%(-1.68K) | $104.22(+286.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.79% | +63.43% |
| Top 20 Holdings Unweighted | +18.32% | +65.63% |
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