StockDriftsStockDriftsTop 50 Windward Capital Management Co /Ca Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 15.8% | 764.4K | $194.0M | -1.58%(-12.26K) | $35.01(+751.71%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 6.35% | 271.9K | $78.0M | -1.14%(-3.13K) | $38.45(+932.88%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.35% | 271.1K | $78.0M | -1.16%(-3.19K) | $39.85(+906.50%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.28% | 370.1K | $77.1M | -1.33%(-4.99K) | $21.17(+1162.28%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.33% | 65.7K | $65.4M | -1.38%(-917) | $94.29(+1004.31%) | 2026-03-31 | |
| LIN | LINDE PLC | 3.36% | 83.2K | $41.3M | -0.33%(-275) | $340.89(+50.09%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 3.18% | 420.5K | $39.1M | -0.00%(-8) | $48.93(+95.56%) | 2026-03-31 | |
| BLK | BLACKROCK INC | 2.92% | 37.3K | $35.8M | -0.43%(-161) | $668.82(+65.07%) | 2026-03-31 | |
| MAR | MARRIOTT INTL INC NEW | 2.78% | 104.3K | $34.1M | -0.56%(-590) | $69.79(+406.45%) | 2026-03-31 | |
| CRM | SALESFORCE INC | 2.76% | 181.3K | $33.8M | -1.07%(-1.96K) | $47.90(+249.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.49% | +66.35% |
| Top 20 Holdings Unweighted | +14.39% | +49.68% |
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