Portfolio Diversification
Range
Most Diversified
23 instruments
March 18, 2025
Least Diversified
0 instruments
February 2, 2025
Average
19.9 instruments
Most Consistent Holdings
Top 5
AAPL99.56%
V99.56%
EBAY99.56%
HIG99.56%
CB99.56%
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) | 11.33% | 12.46% | 99.56% | - |
 Nu (NU) | 8.66% | 8.5% | 99.56% | - |
| Visa (V) | 5.27% | 4.01% | 99.56% | - |
 W. R. Berkley (WRB.US) | 4.92% | 4.21% | 99.56% | - |
| eBay (EBAY) | 4.81% | 4.22% | 99.56% | - |
| Apple (AAPL) | 4.8% | 3.45% | 99.56% | - |
| The Hartford (HIG) | 4.59% | 3.88% | 99.56% | - |
| Chubb (CB) | 4.51% | 3.57% | 99.56% | - |
 Hologic (HOLX) | 4.29% | 3.75% | 99.56% | - |
 Novo-Nordisk (NVO) | 3.89% | 3.31% | 99.56% | - |
 Cincinnati Financial (CINF) | 3.48% | 0% | 63.56% | 3/17/2025 |
 Primerica (PRI) | 3.45% | 0% | 63.56% | 3/17/2025 |
 Aflac (AFL) | 3.18% | 0% | 63.56% | 3/17/2025 |
 Cigna (CI) | 3.16% | 0% | 63.56% | 3/17/2025 |
 Toll Brothers (TOL) | 3.02% | 0% | 63.56% | 3/17/2025 |
 NVR (NVR) | 2.93% | 0% | 63.56% | 3/17/2025 |
 Carlisle (CSL) | 2.86% | 0% | 63.56% | 3/17/2025 |
 Lennar (LEN) | 2.77% | 0% | 63.56% | 3/17/2025 |
 Monster Beverage (MNST) | 1.48% | 4.1% | 36% | - |
 Mastercard (MA) | 1.43% | 4.04% | 36% | - |
 Cboe (CBOE) | 1.41% | 3.74% | 36% | - |
 Travelers (TRV) | 1.37% | 3.72% | 36% | - |
 Verisk (VRSK) | 1.36% | 3.85% | 36% | - |
 Adobe (ADBE) | 1.35% | 3.86% | 36% | - |
 Expeditors (EXPD) | 1.34% | 3.47% | 36% | - |
 Globe Life (GL) | 1.33% | 3.43% | 36% | - |
 Accenture (ACN) | 1.3% | 3.55% | 36% | - |
 Assurant (AIZ) | 1.28% | 3.43% | 36% | - |
 Trimble (TRMB) | 1.28% | 3.66% | 36% | - |
 Gartner (IT) | 1.27% | 3.33% | 36% | - |
 Microchip (MCHP) | 1.27% | 4.31% | 36% | - |
 Millrose Properties Inc (MRP) | 0.05% | 0% | 15.11% | 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% |