StockDriftsStockDriftsTop 50 Wakefield Asset Management LLLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EFV | ISHARES TR | 4.5% | 228.2K | $17.0M | -1.69%(-3.91K) | $46.14(+69.87%) | 2026-03-31 | |
| EFG | ISHARES TR | 4.32% | 146.3K | $16.3M | +6.70%(+9.19K) | $87.60(+37.81%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.97% | 160.6K | $11.2M | +0.03%(+44) | $48.89(+68.30%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.63% | 35.3K | $6.2M | +0.00%(+0) | $130.61(+80.50%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.56% | 20.0K | $5.9M | +0.41%(+82) | $161.98(+85.16%) | 2026-03-31 | |
| MPC | MARATHON PETE CORP | 1.55% | 23.9K | $5.8M | +0.26%(+62) | $153.87(+61.71%) | 2026-03-31 | |
| FTI | TECHNIPFMC PLC | 1.47% | 80.5K | $5.6M | -30.63%(-35.54K) | $30.75(+137.46%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 1.46% | 167.0K | $5.5M | +7.65%(+11.87K) | $27.14(+34.14%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 1.32% | 215.0K | $5.0M | +4.12%(+8.51K) | $25.07(-8.03%) | 2026-03-31 | |
| RBC | RBC BEARINGS INC | 1.29% | 9.0K | $4.9M | +1.13%(+100) | $339.88(+80.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.29% | +37.82% |
| Top 20 Holdings Unweighted | +11.14% | +37.26% |
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