StockDriftsStockDriftsTop 50 Truvestments Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.59% | 177.8K | $31.0M | -1.15%(-2.07K) | $93.71(+107.90%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.66% | 53.9K | $25.8M | -4.65%(-2.63K) | $403.31(+25.90%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.61% | 34.6K | $20.0M | -2.78%(-991) | $452.14(+57.61%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.97% | 53.2K | $16.5M | -0.52%(-278) | $66.27(+443.92%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.1% | 45.8K | $11.6M | +0.03%(+13) | $142.76(+116.18%) | 2026-03-31 | |
| GLW | CORNING INC | 1.97% | 80.2K | $10.9M | -9.18%(-8.11K) | $36.42(+440.28%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 1.37% | 10.7K | $7.6M | -9.40%(-1.11K) | $250.02(+285.38%) | 2026-03-31 | |
| CLS | CELESTICA INC | 1.34% | 26.3K | $7.4M | +0.83%(+217) | $60.71(+453.80%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 1.23% | 73.3K | $6.8M | -3.11%(-2.35K) | $62.59(+41.14%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.21% | 18.1K | $6.7M | +1.95%(+346) | $302.06(+29.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.43% | +66.12% |
| Top 20 Holdings Unweighted | +16.87% | +59.61% |
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