StockDriftsStockDriftsTop 32 Unison Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 11% | 83.7K | $24.1M | -0.47%(-399) | $119.94(+235.67%) | 2026-03-31 | |
| META | META PLATFORMS INC | 10.04% | 38.4K | $22.0M | -5.83%(-2.38K) | $336.13(+83.45%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9.98% | 45.6K | $21.8M | +2.16%(+965) | $274.25(+77.04%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 9.29% | 1.41M | $20.3M | +7.66%(+100.60K) | $7.61(+68.54%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 6.55% | 47.4K | $14.3M | +24.41%(+9.30K) | $177.65(+74.28%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 5.84% | 43.4K | $12.8M | +2.20%(+933) | $129.02(+132.71%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.66% | 27.5K | $10.2M | +56.93%(+9.99K) | $315.25(+28.53%) | 2026-03-31 | |
| TSM | TAIWAN SEMI | 4.08% | 26.4K | $8.9M | +2.33%(+601) | $285.02(+40.27%) | 2026-03-31 | |
| V | VISA INC | 3.83% | 27.7K | $8.4M | +41.74%(+8.16K) | $255.69(+25.27%) | 2026-03-31 | |
| ELV | ELEVANCE HEALTH INC | 3.8% | 28.4K | $8.3M | +2.29%(+635) | $346.20(+15.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.19% | +60.92% |
| Top 20 Holdings Unweighted | +14.86% | +51.54% |
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