Portfolio Diversification
Range
Most Diversified
23 instruments
March 18, 2025
Least Diversified
0 instruments
February 2, 2025
Average
19 instruments
Most Consistent Holdings
Top 5
AAPL99.44%
V99.44%
EBAY99.44%
HIG99.44%
CB99.44%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since October 25, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Catalyst Pharmaceuticals (CPRX) | 11.09% | 12.32% | 99.44% | - |
 Nu (NU) | 8.59% | 8.6% | 99.44% | - |
| Visa (V) | 5.61% | 4.01% | 99.44% | - |
| Apple (AAPL) | 5.11% | 3.78% | 99.44% | - |
 W. R. Berkley (WRB.US) | 5.09% | 4.37% | 99.44% | - |
| eBay (EBAY) | 5.04% | 4.01% | 99.44% | - |
| The Hartford (HIG) | 4.77% | 3.97% | 99.44% | - |
| Chubb (CB) | 4.73% | 3.9% | 99.44% | - |
 Hologic (HOLX) | 4.49% | 3.81% | 99.44% | - |
 Cincinnati Financial (CINF) | 4.42% | 0% | 80.79% | 3/17/2025 |
 Primerica (PRI) | 4.38% | 0% | 80.79% | 3/17/2025 |
 Novo-Nordisk (NVO) | 4.1% | 2.95% | 99.44% | - |
 Aflac (AFL) | 4.04% | 0% | 80.79% | 3/17/2025 |
 Cigna (CI) | 4.01% | 0% | 80.79% | 3/17/2025 |
 Toll Brothers (TOL) | 3.83% | 0% | 80.79% | 3/17/2025 |
 NVR (NVR) | 3.73% | 0% | 80.79% | 3/17/2025 |
 Carlisle (CSL) | 3.63% | 0% | 80.79% | 3/17/2025 |
 Lennar (LEN) | 3.53% | 0% | 80.79% | 3/17/2025 |
 Monster Beverage (MNST) | 0.76% | 4.23% | 18.64% | - |
 Cboe (CBOE) | 0.74% | 4.06% | 18.64% | - |
 Mastercard (MA) | 0.73% | 3.98% | 18.64% | - |
 Globe Life (GL) | 0.72% | 3.86% | 18.64% | - |
 Expeditors (EXPD) | 0.72% | 3.72% | 18.64% | - |
 Verisk (VRSK) | 0.7% | 3.91% | 18.64% | - |
 Travelers (TRV) | 0.7% | 3.91% | 18.64% | - |
 Adobe (ADBE) | 0.7% | 3.61% | 18.64% | - |
 Assurant (AIZ) | 0.69% | 3.58% | 18.64% | - |
 Accenture (ACN) | 0.68% | 3.54% | 18.64% | - |
 Gartner (IT) | 0.66% | 3.54% | 18.64% | - |
 Trimble (TRMB) | 0.66% | 3.33% | 18.64% | - |
 Microchip (MCHP) | 0.61% | 2.87% | 18.64% | - |
 Millrose Properties Inc (MRP) | 0.07% | 0% | 19.21% | 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% |