StockDriftsStockDriftsTop 50 SP Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 17.23% | 341.3K | $195.3M | -0.49%(-1.67K) | $129.25(+350.97%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.93% | 187.5K | $89.9M | -1.20%(-2.28K) | $369.21(+37.53%) | 2026-03-31 | |
| AAPL | APPLE INC | 5% | 223.3K | $56.7M | +0.82%(+1.81K) | $153.04(+101.67%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.69% | 121.8K | $53.2M | +5.17%(+5.99K) | $41.70(+105.05%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 4.34% | 226.0K | $49.2M | -1.07%(-2.45K) | $148.54(+75.76%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.71% | 146.4K | $42.1M | -0.73%(-1.07K) | $95.03(+278.73%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.32% | 130.9K | $37.6M | +2.43%(+3.10K) | $53.38(+50.82%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 3.29% | 137.8K | $37.3M | +0.12%(+169) | $425.53(-0.04%) | 2026-03-31 | |
| IGV | ISHARES TR | 3.09% | 437.4K | $35.0M | +4.78%(+19.94K) | $56.97(+64.25%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.94% | 90.0K | $33.3M | +9.50%(+7.81K) | $266.86(+46.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.16% | +60.81% |
| Top 20 Holdings Unweighted | +12.89% | +43.87% |
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