StockDriftsStockDriftsTop 21 Unio Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LTD SWITZ | 11.79% | 168.7K | $55.0M | -16.04%(-32.24K) | $262.41(+23.53%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 10.92% | 51.1K | $50.9M | -10.28%(-5.86K) | $756.46(+38.66%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 9.61% | 121.1K | $44.8M | +32.39%(+29.61K) | $366.43(+15.14%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 9.16% | 148.6K | $42.7M | +6.82%(+9.49K) | $130.78(+203.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 9.15% | 168.2K | $42.7M | +1.93%(+3.19K) | $214.05(+40.26%) | 2026-03-31 | |
| CTAS | CINTAS CORP | 7.52% | 207.3K | $35.1M | +0.81%(+1.67K) | $167.73(+0.35%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 6.67% | 23.5K | $31.1M | -5.97%(-1.50K) | $647.68(+131.88%) | 2026-03-31 | |
| ISRG | INTUITIVE SURGICAL INC | 6.55% | 66.2K | $30.5M | +14.37%(+8.32K) | $385.09(+9.36%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 5.52% | 28.0K | $25.7M | -4.62%(-1.35K) | $658.58(+52.59%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 5.42% | 83.6K | $25.3M | +71.66%(+34.92K) | $344.86(-9.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.97% | +64.19% |
| Top 20 Holdings Unweighted | +19.63% | +71.20% |
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