Portfolio Diversification
Range
Most Diversified
23 instruments
March 18, 2025
Least Diversified
0 instruments
February 2, 2025
Average
20.8 instruments
Most Consistent Holdings
Top 5
AAPL99.68%
V99.68%
EBAY99.68%
HIG99.68%
CB99.68%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 25, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Catalyst Pharmaceuticals (CPRX) | 11.18% | 9.84% | 99.68% | - |
 Nu (NU) | 8.86% | 10.57% | 99.68% | - |
| Visa (V) | 4.87% | 3.87% | 99.68% | - |
| eBay (EBAY) | 4.78% | 5.1% | 99.68% | - |
 W. R. Berkley (WRB.US) | 4.69% | 4.21% | 99.68% | - |
| Apple (AAPL) | 4.5% | 4.17% | 99.68% | - |
| The Hartford (HIG) | 4.4% | 4.13% | 99.68% | - |
| Chubb (CB) | 4.21% | 3.48% | 99.68% | - |
 Hologic (HOLX) | 4.21% | 3.99% | 99.68% | - |
 Novo-Nordisk (NVO) | 3.62% | 2.59% | 99.68% | - |
 Cincinnati Financial (CINF) | 2.47% | 0% | 45.25% | 3/17/2025 |
 Primerica (PRI) | 2.46% | 0% | 45.25% | 3/17/2025 |
 Aflac (AFL) | 2.26% | 0% | 45.25% | 3/17/2025 |
 Microchip (MCHP) | 2.25% | 4.36% | 54.43% | - |
 Cigna (CI) | 2.25% | 0% | 45.25% | 3/17/2025 |
 Monster Beverage (MNST) | 2.24% | 4.18% | 54.43% | - |
 Cboe (CBOE) | 2.18% | 3.98% | 54.43% | - |
 Mastercard (MA) | 2.17% | 4.16% | 54.43% | - |
 Toll Brothers (TOL) | 2.15% | 0% | 45.25% | 3/17/2025 |
 Trimble (TRMB) | 2.11% | 4.14% | 54.43% | - |
 NVR (NVR) | 2.09% | 0% | 45.25% | 3/17/2025 |
 Travelers (TRV) | 2.04% | 3.88% | 54.43% | - |
 Globe Life (GL) | 2.04% | 4.1% | 54.43% | - |
 Carlisle (CSL) | 2.04% | 0% | 45.25% | 3/17/2025 |
 Expeditors (EXPD) | 2.02% | 3.85% | 54.43% | - |
 Verisk (VRSK) | 2% | 3.28% | 54.43% | - |
 Lennar (LEN) | 1.97% | 0% | 45.25% | 3/17/2025 |
 Adobe (ADBE) | 1.97% | 3.23% | 54.43% | - |
 Assurant (AIZ) | 1.91% | 3.73% | 54.43% | - |
 Accenture (ACN) | 1.85% | 2.88% | 54.43% | - |
 Gartner (IT) | 1.68% | 1.89% | 54.43% | - |
 Millrose Properties Inc (MRP) | 0.04% | 0% | 10.76% | 3/17/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Catalyst Pharmaceuticals (CPRX) | 9.99% | 10.79% |
| Nu (NU) | 9.99% | 7.65% |
| Visa (V) | 4.99% | 6.18% |
| Apple (AAPL) | 4.99% | 6.02% |
| Cincinnati Financial (CINF) | 4.99% | 5.71% |
| Primerica (PRI) | 4.99% | 5.42% |
| W. R. Berkley (WRB.US) | 4.99% | 5.42% |
| eBay (EBAY) | 4.99% | 5.36% |
| Chubb (CB) | 4.99% | 5.18% |
| Aflac (AFL) | 4.99% | 5.09% |
| The Hartford (HIG) | 4.99% | 5.02% |
| Hologic (HOLX) | 4.99% | 4.9% |
| NVR (NVR) | 4.99% | 4.8% |
| Cigna (CI) | 4.99% | 4.75% |
| Toll Brothers (TOL) | 4.99% | 4.67% |
| Carlisle (CSL) | 4.99% | 4.44% |
| Lennar (LEN) | 4.99% | 4.33% |
| Novo-Nordisk (NVO) | 4.99% | 4.13% |