StockDriftsStockDriftsTop 50 Shaker Investments Llc/Oh Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AX | Axos Financial Inc. | 14.28% | 368.7K | $31.4M | -2.63%(-9.96K) | $36.79(+125.09%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 5.13% | 64.7K | $11.3M | -5.19%(-3.54K) | $99.56(+126.84%) | 2026-03-31 | |
| AVGO | Broadcom Ltd. | 4.23% | 30.0K | $9.3M | -18.58%(-6.85K) | $46.34(+799.48%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. | 4.21% | 32.2K | $9.3M | -5.15%(-1.75K) | $103.01(+290.84%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor-Sp Adr | 3.69% | 24.0K | $8.1M | -5.28%(-1.34K) | $144.56(+176.56%) | 2026-03-31 | |
| AAPL | Apple Inc. | 3.56% | 30.8K | $7.8M | -4.61%(-1.49K) | $225.52(+32.53%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 3.03% | 18.0K | $6.6M | -14.97%(-3.16K) | $451.57(-10.27%) | 2026-03-31 | |
| IRMD | iRadimed Corp | 2.63% | 60.0K | $5.8M | -3.54%(-2.21K) | $52.18(+63.40%) | 2026-03-31 | |
| MU | Micron Technology | 2.57% | 16.7K | $5.6M | -51.37%(-17.63K) | $102.79(+740.58%) | 2026-03-31 | |
| CASY | Casey's General Stores, Inc. | 2.42% | 7.3K | $5.3M | -5.99%(-466) | $218.36(+306.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.18% | +65.04% |
| Top 20 Holdings Unweighted | +15.28% | +53.19% |
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