StockDriftsStockDriftsTop 50 Somerset Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CHRW | C H ROBINSON WORLDWIDE INC | 9.62% | 71.1K | $13.0M | -1.48%(-1.07K) | $56.78(+181.42%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 7.84% | 16.3K | $10.6M | +0.71%(+114) | $156.60(+359.65%) | 2026-03-31 | |
| MMM | 3M CO | 6.56% | 57.1K | $8.8M | +0.00%(+0) | $65.25(+122.39%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 5.09% | 244.9K | $6.9M | +1.16%(+2.80K) | $17.29(+70.13%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.61% | 24.8K | $6.2M | -0.16%(-40) | $32.21(+729.73%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.41% | 14.0K | $5.9M | -1.52%(-217) | $65.79(+522.37%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.29% | 21.4K | $5.8M | -0.93%(-200) | $41.53(+618.08%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 3.4% | 49.8K | $4.6M | -0.61%(-303) | $35.56(+169.05%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.17% | 4.3K | $4.3M | +0.66%(+28) | $146.33(+611.56%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 2.87% | 47.4K | $3.9M | -0.21%(-100) | $34.98(+110.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.02% | +64.40% |
| Top 20 Holdings Unweighted | +19.40% | +70.23% |
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