StockDriftsStockDriftsTop 50 Somerville Kurt F Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES | 7.06% | 50.9K | $29.5M | -10.14%(-5.74K) | $126.07(+306.33%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CL A | 6.42% | 75.3K | $26.9M | -7.91%(-6.46K) | $35.63(+867.50%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 5.6% | 117.2K | $23.5M | -6.05%(-7.55K) | $13.40(+1587.51%) | 2026-06-30 | |
| AAPL | APPLE | 5.07% | 73.4K | $21.2M | -6.53%(-5.13K) | $28.27(+980.25%) | 2026-06-30 | |
| ADI | ANALOG DEVICES | 4.65% | 49.0K | $19.5M | -10.56%(-5.79K) | $76.87(+411.25%) | 2026-06-30 | |
| AMAT | APPLIED MATERIAL | 3.64% | 21.1K | $15.2M | -5.26%(-1.17K) | $204.17(+160.47%) | 2026-06-30 | |
| JNJ | JOHNSON AND JOHNSON | 3.57% | 58.9K | $15.0M | -6.21%(-3.90K) | $86.82(+200.02%) | 2026-06-30 | |
| AMZN | AMAZON.COM | 3.43% | 60.2K | $14.4M | -5.82%(-3.72K) | $101.67(+158.22%) | 2026-06-30 | |
| MSFT | MICROSOFT | 3.37% | 37.8K | $14.1M | -2.11%(-813) | $37.83(+1184.71%) | 2026-06-30 | |
| MA | MASTERCARD | 3.14% | 25.6K | $13.1M | -5.22%(-1.41K) | $67.61(+738.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.21% | +61.02% | +10.48% | +64.63% |
| Top 20 Holdings Unweighted | +17.24% | +61.15% | +10.56% | +65.19% |
Somerville Kurt F reports $418.80M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are AMD (7.1%), GOOGL (6.4%) and NVDA (5.6%). The top 20 holdings account for 70.43% of reported assets. Its disclosed equity book has returned +61.02% 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 Somerville Kurt F’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1215208). View Somerville Kurt F’s 13F filings on SEC