StockDriftsStockDriftsTop 50 Todd Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 2.22% | 3.77M | $113.6M | -0.14%(-5.46K) | $18.88(+83.45%) | 2026-03-31 | |
| CB | CHUBB LTD SWITZ | 1.99% | 311.8K | $101.6M | +20.53%(+53.10K) | $261.64(+38.04%) | 2026-03-31 | |
| TTE | TOTALENERGIES SE | 1.97% | 1.11M | $100.7M | -0.36%(-4.04K) | $50.24(+52.65%) | 2026-03-31 | |
| SHEL | SHELL PLC | 1.89% | 1.04M | $96.3M | +7.82%(+75.14K) | $55.61(+40.29%) | 2026-03-31 | |
| VALE | VALE S A | 1.66% | 5.33M | $84.7M | -14.64%(-913.55K) | $13.88(+8.02%) | 2026-03-31 | |
| RIO | RIO TINTO PLC | 1.6% | 874.7K | $81.6M | -19.37%(-210.16K) | $47.13(+100.36%) | 2026-03-31 | |
| MDT | MEDTRONIC PLC | 1.58% | 930.2K | $80.6M | +21.25%(+163.00K) | $89.92(-7.49%) | 2026-03-31 | |
| GILD | GILEAD SCIENCES INC | 1.58% | 577.8K | $80.5M | -1.02%(-5.98K) | $106.54(+23.21%) | 2026-03-31 | |
| HCA | HCA HEALTHCARE INC | 1.55% | 167.0K | $79.0M | +47.33%(+53.65K) | $324.58(+26.47%) | 2026-03-31 | |
| NXPI | NXP SEMICONDUCTORS N V | 1.53% | 396.8K | $78.1M | +70.31%(+163.82K) | $174.67(+56.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.86% | +51.55% |
| Top 20 Holdings Unweighted | +16.00% | +56.08% |
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