StockDriftsStockDriftsTop 50 Sunbeam Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.33% | 38.3K | $25.0M | +16.33%(+5.38K) | $598.35(+24.63%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 10.59% | 31.0K | $18.5M | +2.00%(+608) | $553.50(+23.29%) | 2026-03-31 | |
| DSTL | ETF SER SOLUTIONS | 5.67% | 171.1K | $9.9M | +1.16%(+1.96K) | $55.81(+3.57%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.56% | 38.3K | $9.7M | +5.34%(+1.94K) | $232.24(+28.69%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.96% | 39.7K | $6.9M | -0.14%(-56) | $128.65(+75.53%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 3.89% | 47.1K | $6.8M | +0.44%(+204) | $169.83(-16.25%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.22% | 62.1K | $5.6M | +0.00%(+0) | $82.79(+17.34%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.54% | 15.4K | $4.4M | +2.11%(+319) | $180.01(+123.66%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.48% | 11.7K | $4.3M | +1.92%(+220) | $429.88(-5.74%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.08% | 21.4K | $3.6M | +2.07%(+434) | $113.11(+34.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.57% | +21.03% |
| Top 20 Holdings Unweighted | +8.57% | +27.98% |
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