StockDriftsStockDriftsTop 50 Wallington Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Market ETF | 10.67% | 1.25M | $80.3M | -1.18%(-14.99K) | $45.78(+54.28%) | 2026-03-31 | |
| LIN | Linde PLC | 4.66% | 70.7K | $35.1M | -2.27%(-1.64K) | $306.38(+67.52%) | 2026-03-31 | |
| TJX | TJX Companies Inc. | 4.53% | 213.5K | $34.1M | -3.92%(-8.71K) | $30.36(+384.35%) | 2026-03-31 | |
| AAPL | Apple Inc. | 4.31% | 127.9K | $32.5M | -4.07%(-5.43K) | $48.78(+512.67%) | 2026-03-31 | |
| GOOG | Alphabet Inc. Class C | 4.07% | 106.6K | $30.6M | -3.89%(-4.32K) | $97.47(+309.40%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 4.01% | 81.4K | $30.1M | -4.71%(-4.03K) | $74.83(+441.54%) | 2026-03-31 | |
| GS | Goldman Sachs Group Inc. | 3.27% | 29.1K | $24.6M | -3.13%(-940) | $169.25(+464.52%) | 2026-03-31 | |
| IAU | iShares Gold Trust | 3.26% | 278.3K | $24.5M | -2.10%(-5.97K) | $35.68(+147.16%) | 2026-03-31 | |
| PSX | Phillips 66 | 3.21% | 132.7K | $24.2M | -2.88%(-3.94K) | $73.48(+133.84%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 2.93% | 90.3K | $22.1M | -1.97%(-1.82K) | $98.90(+132.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.56% | +46.45% |
| Top 20 Holdings Unweighted | +14.59% | +50.48% |
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