StockDriftsStockDriftsTop 42 Ycg, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 7.08% | 156.5K | $78.2M | -2.83%(-4.56K) | $112.32(+336.19%) | 2026-03-31 | |
| MCO | MOODYS CORP | 6.91% | 175.0K | $76.3M | -3.34%(-6.04K) | $171.45(+152.36%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.52% | 164.8K | $61.0M | -5.21%(-9.06K) | $157.57(+159.85%) | 2026-03-31 | |
| CPRT | COPART INC | 5.28% | 1.76M | $58.3M | +18.65%(+276.08K) | $22.43(+45.58%) | 2026-03-31 | |
| MSCI | MSCI INC | 5.21% | 106.9K | $57.6M | -3.08%(-3.40K) | $174.01(+227.38%) | 2026-03-31 | |
| FICO | FAIR ISAAC CORP | 4.72% | 48.8K | $52.1M | +15.72%(+6.63K) | $1641.66(-34.40%) | 2026-03-31 | |
| WM | WASTE MGMT INC DEL | 4.59% | 220.7K | $50.7M | -10.13%(-24.88K) | $169.60(+29.02%) | 2026-03-31 | |
| AON | AON PLC | 4.3% | 147.0K | $47.5M | -2.93%(-4.43K) | $127.67(+147.04%) | 2026-03-31 | |
| LIN | LINDE PLC | 3.93% | 87.6K | $43.4M | +10.26%(+8.15K) | $451.66(+13.28%) | 2026-03-31 | |
| RSG | REPUBLIC SVCS INC | 3.85% | 194.1K | $42.5M | -7.75%(-16.32K) | $152.82(+36.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.65% | +62.84% |
| Top 20 Holdings Unweighted | +16.46% | +57.94% |
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