Portfolio Diversification
Range
Most Diversified
23 instruments
March 18, 2025
Least Diversified
0 instruments
February 2, 2025
Average
21.1 instruments
Most Consistent Holdings
Top 5
AAPL99.72%
V99.72%
EBAY99.72%
HIG99.72%
CB99.72%
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) | 11.03% | 10.36% | 99.72% | - |
 Nu (NU) | 9.12% | 10.87% | 99.72% | - |
| eBay (EBAY) | 4.8% | 5.23% | 99.72% | - |
| Visa (V) | 4.73% | 3.78% | 99.72% | - |
 W. R. Berkley (WRB.US) | 4.64% | 4.21% | 99.72% | - |
| Apple (AAPL) | 4.47% | 4.55% | 99.72% | - |
| The Hartford (HIG) | 4.35% | 3.77% | 99.72% | - |
 Hologic (HOLX) | 4.18% | 4.29% | 99.72% | - |
| Chubb (CB) | 4.11% | 3.31% | 99.72% | - |
 Novo-Nordisk (NVO) | 3.5% | 2.56% | 99.72% | - |
 Microchip (MCHP) | 2.52% | 4.51% | 60.22% | - |
 Monster Beverage (MNST) | 2.51% | 4.57% | 60.22% | - |
 Cboe (CBOE) | 2.41% | 4% | 60.22% | - |
 Mastercard (MA) | 2.4% | 3.88% | 60.22% | - |
 Trimble (TRMB) | 2.37% | 4.06% | 60.22% | - |
 Globe Life (GL) | 2.29% | 3.89% | 60.22% | - |
 Travelers (TRV) | 2.27% | 3.66% | 60.22% | - |
 Expeditors (EXPD) | 2.25% | 3.79% | 60.22% | - |
 Cincinnati Financial (CINF) | 2.16% | 0% | 39.5% | 3/17/2025 |
 Primerica (PRI) | 2.14% | 0% | 39.5% | 3/17/2025 |
 Adobe (ADBE) | 2.14% | 3.21% | 60.22% | - |
 Assurant (AIZ) | 2.13% | 3.58% | 60.22% | - |
 Verisk (VRSK) | 2.12% | 2.84% | 60.22% | - |
 Aflac (AFL) | 1.97% | 0% | 39.5% | 3/17/2025 |
 Cigna (CI) | 1.96% | 0% | 39.5% | 3/17/2025 |
 Accenture (ACN.RTH) | 1.96% | 2.74% | 60.22% | - |
 Toll Brothers (TOL) | 1.87% | 0% | 39.5% | 3/17/2025 |
 NVR (NVR) | 1.82% | 0% | 39.5% | 3/17/2025 |
 Carlisle (CSL) | 1.78% | 0% | 39.5% | 3/17/2025 |
 Lennar (LEN) | 1.72% | 0% | 39.5% | 3/17/2025 |
 Gartner (IT) | 1.72% | 1.9% | 60.22% | - |
 Millrose Properties Inc (MRP) | 0.03% | 0% | 9.39% | 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% |