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Portfolio Diversification
Range
Most Diversified
18 instruments
January 22, 2026
Least Diversified
0 instruments
April 4, 2026
Average
13.4 instruments
Most Consistent Holdings
Top 5
AAPL99.28%
GOOG99.28%
META99.28%
MSFT99.28%
AMZN99.28%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 13.72% | 9.54% | 99.28% | - |
| Meta (META) | 8.98% | 6.68% | 99.28% | - |
 Berkshire Hathaway (BRK.B) | 8.48% | 5.66% | 99.28% | - |
| Apple (AAPL) | 8.27% | 6.08% | 99.28% | - |
| Amazon (AMZN) | 7.88% | 5.69% | 99.28% | - |
| Microsoft (MSFT) | 7.45% | 5.92% | 99.28% | - |
 Caterpillar (CAT) | 7.13% | 6.36% | 88.49% | - |
 Lam Research (LRCX) | 5.74% | 10.58% | 52.6% | - |
 Visa (V) | 3.89% | 5.78% | 68.16% | - |
 NVIDIA (NVDA) | 3.85% | 7.3% | 55.79% | - |
 AbbVie (ABBV) | 3.15% | 0% | 43.13% | 1/10/2025 |
 Lockheed Martin (LMT) | 3.12% | 6.11% | 46.74% | - |
 General Dynamics (GD) | 2.81% | 4.69% | 48.7% | - |
 NextEra (NEE) | 2.7% | 0% | 48.12% | 2/5/2026 |
 Disney (DIS) | 1.95% | 0% | 34.59% | 5/1/2024 |
 Chevron (CVX.US) | 1.53% | 0% | 17.95% | 1/6/2025 |
 American Tower (AMT) | 1.19% | 0% | 17.29% | 1/6/2025 |
 UnitedHealth (UNH) | 0.95% | 0% | 19.83% | 3/10/2026 |
 Synopsys (SNPS) | 0.84% | 3.97% | 24.67% | - |
 FICO (FICO) | 0.76% | 4.9% | 15.77% | - |
 Pfizer (PFE) | 0.73% | 0% | 21.35% | 5/1/2024 |
 Netflix (NFLX) | 0.61% | 2.95% | 19.25% | - |
 Alibaba (BABA) | 0.43% | 0% | 9.7% | 5/18/2023 |
 Deere (DE) | 0.4% | 4.25% | 10.85% | - |
 Broadcom (AVGO) | 0.38% | 3.53% | 10.06% | - |
 Realty Income (O) | 0.37% | 0% | 12.74% | 11/6/2025 |
 Palantir (PLTR) | 0.36% | 0% | 13.24% | 7/6/2023 |
 Corsair (CRSR) | 0.34% | 0% | 9.7% | 5/18/2023 |
 Duolingo (DUOL) | 0.34% | 0% | 14.69% | 6/1/2026 |
 Adobe (ADBE) | 0.25% | 0% | 9.77% | 6/1/2026 |
 AMD (AMD) | 0.21% | 0% | 10.56% | 5/30/2023 |
 PayPal (PYPL) | 0.18% | 0% | 10.56% | 5/30/2023 |
 SoFi (SOFI) | 0.07% | 0% | 10.56% | 5/30/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Lam Research (LRCX) | 8.42% | 12.11% |
| Alphabet (GOOG) | 7.19% | 11.89% |
| NVIDIA (NVDA) | 8.39% | 8.13% |
| Caterpillar (CAT) | 4.11% | 6.69% |
| Berkshire Hathaway (BRK.B) | 7.22% | 6.6% |
| Meta (META) | 3.84% | 6.19% |
| Lockheed Martin (LMT) | 9.59% | 6.16% |
| Apple (AAPL) | 5.03% | 5.99% |
| General Dynamics (GD) | 7.22% | 5.69% |
| Visa (V) | 7.19% | 5.58% |
| Amazon (AMZN) | 6.09% | 5.55% |
| Microsoft (MSFT) | 4.79% | 5.03% |
| UnitedHealth (UNH) | 7.19% | 4.91% |
| NextEra (NEE) | 5.99% | 4.41% |
| Synopsys (SNPS) | 3.77% | 2.79% |
| Duolingo (DUOL) | 3.96% | 2.27% |
Cash & Instruments Over Time
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