Top 50 Somerville Kurt F Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CL A | 6.2% | 81.7K | $23.5M | -37.40%(-48.83K) | $35.99(+900.06%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 5.74% | 124.8K | $21.8M | -36.69%(-72.31K) | $13.40(+1354.35%) | 2026-03-31 | |
| AAPL | APPLE | 5.26% | 78.5K | $19.9M | -36.30%(-44.74K) | $923.31(-66.57%) | 2026-03-31 | |
| ADI | ANALOG DEVICES | 4.6% | 54.8K | $17.4M | -35.34%(-29.96K) | $76.87(+390.67%) | 2026-03-31 | |
| JNJ | JOHNSON AND JOHNSON | 4.05% | 62.8K | $15.3M | -32.33%(-29.99K) | $86.82(+202.99%) | 2026-03-31 | |
| MSFT | MICROSOFT | 3.77% | 38.6K | $14.3M | -35.71%(-21.45K) | $37.83(+932.09%) | 2026-03-31 | |
| MA | MASTERCARD | 3.56% | 27.0K | $13.5M | -34.73%(-14.36K) | $4973.87(-89.16%) | 2026-03-31 | |
| AMZN | AMAZON.COM | 3.51% | 63.9K | $13.3M | -33.56%(-32.29K) | $101.67(+138.68%) | 2026-03-31 | |
| TJX | TJX COS | 3.43% | 81.3K | $13.0M | -36.11%(-45.96K) | $68.40(+125.52%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 3.26% | 64.0K | $12.3M | -22.98%(-19.09K) | $76.35(+160.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.83% | +43.64% |
| Top 20 Holdings Unweighted | +12.93% | +44.01% |
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