StockDriftsStockDriftsTop 50 SlateStone Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 4.49% | 214.5K | $54.4M | +4.21%(+8.66K) | $120.38(+147.73%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.97% | 97.3K | $36.0M | +6.26%(+5.74K) | $332.16(+23.26%) | 2026-03-31 | |
| VXF | Vanguard Index Funds EXTEND MK | 2.47% | 145.6K | $30.0M | +8.67%(+11.62K) | $176.99(+29.46%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 2.02% | 117.6K | $24.5M | +2.52%(+2.89K) | $147.64(+81.00%) | 2026-03-31 | |
| CAT | Caterpillar Inc | 2% | 34.3K | $24.3M | -14.13%(-5.64K) | $314.46(+192.63%) | 2026-03-31 | |
| CVX | Chevron Corp | 1.78% | 104.2K | $21.6M | +2.42%(+2.46K) | $148.51(+25.68%) | 2026-03-31 | |
| IWF | iShares Russell 1000 Growth ET | 1.65% | 46.9K | $20.0M | -1.75%(-837) | $188.79(-33.32%) | 2026-03-31 | |
| IWD | iShares Russell 1000 Val ETF | 1.63% | 92.4K | $19.8M | +2.83%(+2.54K) | $160.88(+46.18%) | 2026-03-31 | |
| APH | Amphenol Corp Cl A | 1.49% | 143.1K | $18.1M | +0.02%(+22) | $25.68(+402.99%) | 2026-03-31 | |
| PEP | PepsiCo Inc | 1.46% | 113.7K | $17.7M | +1.02%(+1.15K) | $153.13(-2.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.40% | +78.91% |
| Top 20 Holdings Unweighted | +19.56% | +70.92% |
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