StockDriftsStockDriftsTop 50 Westwind Capital Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. COM | 7.36% | 318.8K | $30.7M | +132.02%(+181.42K) | $103.09(-24.68%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 6.61% | 132.3K | $27.5M | -4.92%(-6.84K) | $190.66(+27.28%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC COM | 6.42% | 31.6K | $26.8M | -4.85%(-1.61K) | $559.58(+82.46%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 6.12% | 88.9K | $25.5M | -25.24%(-30.00K) | $151.47(+135.15%) | 2026-03-31 | |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 5.83% | 52.6K | $24.3M | -3.71%(-2.03K) | $285.04(+49.46%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 5.75% | 64.7K | $24.0M | +9.87%(+5.82K) | $358.78(+8.84%) | 2026-03-31 | |
| V | VISA INC COM CL A | 5.71% | 78.7K | $23.8M | -30.13%(-33.94K) | $253.22(+43.01%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED CL A | 5.68% | 47.4K | $23.7M | -30.45%(-20.74K) | $322.46(+67.27%) | 2026-03-31 | |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 4.94% | 25.7K | $20.6M | +6.39%(+1.54K) | $97.70(-4.23%) | 2026-03-31 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 4.37% | 237.6K | $18.2M | +36.32%(+63.31K) | $70.08(+25.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.30% | +23.53% |
| Top 20 Holdings Unweighted | +5.53% | +17.51% |
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