StockDriftsStockDriftsTop 12 Watchtower Advisors, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HOLDING NV | 29.29% | 31.3K | $41.3M | +0.00%(+0) | $932.09(+70.00%) | 2026-03-31 | |
| OHI | OMEGA HEALTHCARE INVS INC | 16.82% | 541.1K | $23.7M | +59.58%(+202.04K) | $43.58(+9.98%) | 2026-03-31 | |
| PATK | PATRICK INDS INC | 11.82% | 150.0K | $16.7M | +0.00%(+0) | $91.34(+3.07%) | 2026-03-31 | |
| CVS | CVS HEALTH CORP | 9.29% | 182.4K | $13.1M | -48.92%(-174.64K) | $60.63(+60.23%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 7.33% | 139.9K | $10.3M | +37.88%(+38.43K) | $85.38(-24.46%) | 2026-03-31 | |
| IBP | INSTALLED BLDG PRODS INC | 6.07% | 32.3K | $8.6M | +0.00%(+0) | $184.35(+17.88%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 5.77% | 40.0K | $8.1M | -33.33%(-20.00K) | $126.28(+256.10%) | 2026-03-31 | |
| MU | MICRON TECHNOOLOGY INC | 5.52% | 23.0K | $7.8M | new | $311.63(+177.26%) | 2026-03-31 | |
| ELAN | ELANCO ANIMAL HEALTH INC | 2.51% | 147.8K | $3.5M | new | $23.28(-7.04%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.47% | 11.2K | $3.5M | -62.55%(-18.77K) | $92.08(+377.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.89% | +99.53% |
| Top 20 Holdings Unweighted | +26.40% | +101.97% |
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