StockDriftsStockDriftsTop 50 Smith Chas P & Associates Pa Cpas Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.83% | 423.6K | $107.5M | -3.08%(-13.44K) | $122.00(+144.43%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.82% | 373.8K | $107.2M | -3.89%(-15.12K) | $132.52(+199.70%) | 2026-03-31 | |
| WMT | WALMART INC | 4.87% | 721.5K | $89.7M | -2.36%(-17.43K) | $60.95(+117.34%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.76% | 298.0K | $87.6M | -1.89%(-5.73K) | $165.05(+81.71%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.23% | 162.9K | $78.0M | -0.94%(-1.55K) | $278.69(+73.69%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.85% | 191.5K | $70.9M | +0.54%(+1.02K) | $268.97(+52.22%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 3.38% | 189.4K | $62.3M | -0.63%(-1.19K) | $278.72(+9.20%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.34% | 251.9K | $61.6M | -1.93%(-4.95K) | $143.12(+61.26%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.11% | 87.8K | $57.4M | +9.91%(+7.92K) | $394.69(+90.42%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 2.98% | 90.9K | $55.0M | -1.05%(-961) | $433.18(+20.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.02% | +52.18% |
| Top 20 Holdings Unweighted | +12.53% | +42.49% |
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