StockDriftsStockDriftsTop 50 South Street Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.54% | 337.8K | $58.9M | -1.05%(-3.58K) | $7.57(+3014.06%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 4.89% | 267.3K | $33.8M | -3.01%(-8.31K) | $11.82(+992.86%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.77% | 114.4K | $32.9M | -2.04%(-2.38K) | $53.31(+652.31%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 4.72% | 59.3K | $32.6M | -1.71%(-1.03K) | $102.45(+661.39%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.58% | 124.5K | $31.6M | -0.30%(-375) | $34.99(+752.20%) | 2026-03-31 | |
| GFI | GOLD FIELDS LTD | 4.14% | 628.7K | $28.5M | -3.75%(-24.51K) | $15.31(+188.12%) | 2026-03-31 | |
| HWM | HOWMET AEROSPACE INC | 3.96% | 118.5K | $27.3M | -2.80%(-3.42K) | $33.06(+723.92%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.87% | 72.2K | $26.7M | +0.03%(+22) | $204.28(+100.43%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 3.8% | 164.2K | $26.2M | -1.03%(-1.71K) | $26.28(+460.66%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.72% | 27.9K | $25.7M | -1.73%(-492) | $157.57(+538.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +31.84% | +129.18% |
| Top 20 Holdings Unweighted | +29.03% | +114.80% |
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