StockDriftsStockDriftsTop 50 Strategy Asset Managers Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 4.26% | 83.9K | $26.0M | -10.82%(-10.18K) | $63.82(+589.08%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.74% | 79.3K | $22.8M | -5.56%(-4.67K) | $69.74(+475.10%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.35% | 69.5K | $20.4M | -1.64%(-1.16K) | $97.61(+207.26%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.31% | 54.5K | $20.2M | -1.09%(-598) | $132.21(+209.68%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.99% | 19.8K | $18.2M | -1.15%(-231) | $725.98(+38.67%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.97% | 74.1K | $18.1M | +4.00%(+2.85K) | $103.30(+123.43%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 2.84% | 28.6K | $17.3M | -0.54%(-156) | $215.15(+141.88%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 2.67% | 209.7K | $16.3M | -1.15%(-2.44K) | $40.00(+188.84%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.33% | 56.0K | $14.2M | -3.46%(-2.01K) | $134.12(+122.34%) | 2026-03-31 | |
| EMR | EMERSON ELEC CO | 2.16% | 100.5K | $13.2M | -3.34%(-3.48K) | $79.52(+73.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.48% | +70.56% |
| Top 20 Holdings Unweighted | +16.78% | +59.26% |
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