StockDriftsStockDriftsTop 50 Williams & Novak, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 8.07% | 235.9K | $10.8M | -21.42%(-64.32K) | $45.53(-0.04%) | 2026-03-31 | |
| MFUS | PIMCO EQUITY SER | 6.43% | 146.3K | $8.6M | +0.94%(+1.36K) | $41.09(+54.66%) | 2026-03-31 | |
| FELC | FIDELITY COVINGTON TRUST | 4.85% | 177.0K | $6.5M | +12.93%(+20.25K) | $32.66(+27.12%) | 2026-03-31 | |
| SYPR | SYPRIS SOLUTIONS INC | 4.69% | 2.13M | $6.3M | -4.01%(-89.00K) | $1.97(+60.21%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 4.37% | 222.9K | $5.8M | +39.86%(+63.54K) | $26.33(+0.03%) | 2026-03-31 | |
| MFEM | PIMCO EQUITY SER | 3.17% | 169.1K | $4.2M | +17.25%(+24.88K) | $20.73(+40.31%) | 2026-03-31 | |
| PCQ | PIMCO CALIF MUN INCOME FD | 2.6% | 403.6K | $3.5M | -3.53%(-14.77K) | $8.75(-0.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.2% | 11.5K | $2.9M | +14.84%(+1.48K) | $199.52(+49.80%) | 2026-03-31 | |
| PML | PIMCO MUN INCOME FD II | 2.12% | 371.1K | $2.8M | +9.27%(+31.50K) | $7.67(-1.43%) | 2026-03-31 | |
| MFDX | PIMCO EQUITY SER | 2.05% | 67.9K | $2.7M | +5.59%(+3.60K) | $30.83(+37.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.74% | +35.79% |
| Top 20 Holdings Unweighted | +13.56% | +46.46% |
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