StockDriftsStockDriftsTop 50 Vines Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 15.48% | 32.6K | $15.6M | +10.09%(+2.99K) | $493.62(+2.87%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 11.05% | 63.9K | $11.2M | -0.45%(-288) | $186.54(+4.44%) | 2026-03-31 | |
| AAPL | APPLE INC | 8.67% | 34.5K | $8.7M | +0.27%(+92) | $263.24(+17.24%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.96% | 13.6K | $4.0M | +0.45%(+61) | $318.78(+4.92%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 3.89% | 44.7K | $3.9M | +1.10%(+488) | $89.19(+7.48%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.51% | 6.1K | $3.5M | -0.52%(-32) | $607.34(+17.33%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.43% | 5.8K | $3.5M | -2.58%(-153) | $619.76(+10.50%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.31% | 7.7K | $3.3M | -4.42%(-354) | $80.62(+6.05%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.06% | 8.3K | $3.1M | +2.45%(+199) | $499.02(-21.75%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.9% | 14.1K | $2.9M | +0.57%(+79) | $225.16(+7.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -25.59% | -58.80% |
| Top 20 Holdings Unweighted | -27.62% | -62.08% |
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