StockDriftsStockDriftsTop 50 Sustainable Growth Advisers, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corp | 7.96% | 4.85M | $845.8M | -18.83%(-1.12M) | $60.12(+224.08%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 6.41% | 3.27M | $681.3M | -29.69%(-1.38M) | $108.90(+122.83%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 5.47% | 1.57M | $580.8M | -23.65%(-486.08K) | $181.54(+115.10%) | 2026-03-31 | |
| GOOG | Alphabet Inc CL C | 5.11% | 1.89M | $542.9M | -11.71%(-251.12K) | $59.53(+498.36%) | 2026-03-31 | |
| V | Visa Inc | 4.98% | 1.75M | $529.0M | -17.32%(-366.63K) | $136.22(+165.84%) | 2026-03-31 | |
| WM | Waste Management Inc | 4.37% | 2.02M | $464.6M | -26.97%(-746.65K) | $213.82(+7.75%) | 2026-03-31 | |
| AVGO | Broadcom Inc | 4.26% | 1.46M | $452.7M | +125.74%(+814.68K) | $335.07(+7.57%) | 2026-03-31 | |
| CP | Canadian Pacific Kansas City L | 3.86% | 5.21M | $409.8M | -20.63%(-1.35M) | $77.19(+13.73%) | 2026-03-31 | |
| META | Meta Platforms Inc | 3.76% | 697.2K | $398.9M | -18.40%(-157.23K) | $518.63(+12.39%) | 2026-03-31 | |
| AAPL | Apple Inc | 3.65% | 1.53M | $387.2M | +25.05%(+305.66K) | $206.06(+49.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.02% | +26.03% |
| Top 20 Holdings Unweighted | +7.34% | +23.69% |
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