StockDriftsStockDriftsTop 50 Silver Lake Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | 4.47% | 48.9K | $12.5M | -6.98%(-3.67K) | $34.67(+389.33%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 4.23% | 47.1K | $11.8M | -0.42%(-199) | $80.29(+210.64%) | 2026-06-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 4.2% | 125.8K | $11.7M | -0.95%(-1.21K) | $84.33(+17.92%) | 2026-06-30 | |
| SGOV | ISHARES TR | 4.07% | 113.2K | $11.4M | -10.27%(-12.95K) | $100.65(-0.09%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 4% | 95.2K | $11.2M | -25.63%(-32.82K) | $48.55(+133.89%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 3.24% | 12.6K | $9.1M | -24.91%(-4.16K) | $117.23(+353.64%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.22% | 18.0K | $9.0M | -1.06%(-194) | $207.52(+141.58%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.9% | 32.0K | $8.1M | -1.29%(-418) | $137.07(+90.01%) | 2026-06-30 | |
| KMI | KINDER MORGAN INC DEL | 2.62% | 229.3K | $7.3M | -0.79%(-1.83K) | $20.03(+63.88%) | 2026-06-30 | |
| RF | REGIONS FINANCIAL CORP NEW | 2.44% | 226.4K | $6.8M | -1.73%(-3.99K) | $19.03(+67.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.30% | +53.28% | +8.04% | +47.18% |
| Top 20 Holdings Unweighted | +15.23% | +53.02% | +7.80% | +45.58% |
Silver Lake Advisory, LLC reports $279.86M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are GLW (4.5%), ABBV (4.2%) and VIGI (4.2%). The top 20 holdings account for 54.15% of reported assets. Its disclosed equity book has returned +53.28% 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 Silver Lake Advisory, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1596055). View Silver Lake Advisory, LLC’s 13F filings on SEC