StockDriftsStockDriftsTop 40 Stanley Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | 7.99% | 190.7K | $47.8M | -16.72%(-38.30K) | $43.40(+766.80%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 5.64% | 98.8K | $33.8M | -8.35%(-9.00K) | $78.36(+462.20%) | 2026-03-31 | |
| RRX | REGAL REXNORD CORPORATION | 4.18% | 133.6K | $25.0M | +0.00%(+0) | $131.50(+57.71%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 4.17% | 28.8K | $24.9M | -4.32%(-1.30K) | $161.39(+363.00%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.01% | 41.9K | $24.0M | +0.00%(+0) | $196.44(+214.82%) | 2026-03-31 | |
| ORCL | ORACLE CORP | 3.93% | 159.8K | $23.5M | +21.24%(+28.00K) | $111.78(+74.99%) | 2026-03-31 | |
| EXPE | EXPEDIA GROUP INC | 3.92% | 101.6K | $23.5M | +0.00%(+0) | $169.09(+28.43%) | 2026-03-31 | |
| CPAY | CORPAY INC | 3.88% | 79.8K | $23.2M | +0.00%(+0) | $293.96(+11.98%) | 2026-03-31 | |
| CTVA | CORTEVA INC | 3.66% | 261.7K | $21.9M | +0.00%(+0) | $37.12(+124.41%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.31% | 68.8K | $19.8M | +0.00%(+0) | $85.33(+370.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.56% | +21.01% |
| Top 20 Holdings Unweighted | +5.78% | +18.36% |
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