StockDriftsStockDriftsTop 50 Sierra Legacy Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | 15.36% | 182.4K | $20.1M | -6.53%(-12.73K) | $110.36(-0.14%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.47% | 15.8K | $5.9M | +0.64%(+100) | $425.91(-3.87%) | 2026-03-31 | |
| ROST | ROSS STORES INC | 4.27% | 25.9K | $5.6M | -4.58%(-1.24K) | $150.76(+41.46%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.25% | 11.6K | $5.6M | +0.67%(+77) | $457.00(+5.92%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 4.12% | 33.9K | $5.4M | -2.17%(-750) | $119.17(+23.64%) | 2026-03-31 | |
| CMI | CUMMINS INC | 3.46% | 8.4K | $4.5M | -3.10%(-270) | $336.20(+113.11%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 2.89% | 6.3K | $3.8M | -4.14%(-271) | $535.25(-2.77%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.7% | 13.9K | $3.5M | +0.00%(+0) | $232.36(+28.34%) | 2026-03-31 | |
| ALLE | ALLEGION PLC | 2.52% | 22.8K | $3.3M | +3.56%(+782) | $137.56(-4.66%) | 2026-03-31 | |
| HSY | HERSHEY CO | 2.41% | 15.2K | $3.2M | +0.59%(+89) | $180.30(+5.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.89% | +18.73% |
| Top 20 Holdings Unweighted | +6.94% | +22.31% |
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