StockDriftsStockDriftsTop 50 Summitry Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.33% | 530.9K | $179.4M | -6.13%(-34.70K) | $103.39(+319.93%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.54% | 618.5K | $128.8M | +22.61%(+114.04K) | $142.77(+69.97%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.18% | 412.5K | $118.6M | +18.27%(+63.74K) | $82.77(+334.82%) | 2026-03-31 | |
| V | VISA INC | 3.89% | 364.5K | $110.2M | +87.13%(+169.73K) | $223.69(+61.89%) | 2026-03-31 | |
| LOW | LOWES COS INC | 3.04% | 364.8K | $86.2M | -0.70%(-2.56K) | $158.84(+43.23%) | 2026-03-31 | |
| CARR | CARRIER GLOBAL CORPORATION | 2.82% | 1.42M | $79.9M | +43.31%(+429.06K) | $59.74(+17.30%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.8% | 214.5K | $79.4M | +38.88%(+60.04K) | $194.82(+100.44%) | 2026-03-31 | |
| ULTA | ULTA BEAUTY INC | 2.76% | 149.4K | $78.1M | -26.35%(-53.46K) | $423.53(+8.93%) | 2026-03-31 | |
| A | AGILENT TECHNOLOGIES INC | 2.71% | 674.0K | $76.8M | +8.09%(+50.44K) | $126.23(+3.54%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 2.65% | 150.1K | $75.0M | +0.48%(+710) | $289.79(+86.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.25% | +61.21% |
| Top 20 Holdings Unweighted | +16.94% | +59.93% |
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