StockDriftsStockDriftsTop 50 Welch & Forbes Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.98% | 3.10M | $540.0M | -7.22%(-240.91K) | $1.06(+21299.32%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.51% | 1.68M | $426.3M | -1.31%(-22.29K) | $26.95(+1008.93%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.35% | 1.17M | $336.3M | -1.22%(-14.50K) | $38.64(+932.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.22% | 881.6K | $326.3M | -0.66%(-5.88K) | $53.82(+652.85%) | 2026-03-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 3.38% | 2.83M | $261.4M | -1.31%(-37.62K) | $2.85(+3043.19%) | 2026-03-31 | |
| V | VISA INC | 2.81% | 719.6K | $217.5M | -0.85%(-6.17K) | $35.78(+795.22%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 2.73% | 1.09M | $211.1M | -2.55%(-28.65K) | $59.42(+199.76%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.48% | 652.9K | $192.1M | -1.96%(-13.05K) | $63.75(+370.97%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 2.16% | 509.1K | $167.3M | -0.67%(-3.42K) | $71.65(+321.60%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.08% | 161.4K | $160.8M | -0.60%(-979) | $189.51(+445.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.53% | +58.23% |
| Top 20 Holdings Unweighted | +13.78% | +47.31% |
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