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Portfolio Diversification
Range
Most Diversified
18 instruments
January 22, 2026
Least Diversified
0 instruments
April 4, 2026
Average
13 instruments
Most Consistent Holdings
Top 5
AAPL99.83%
GOOG99.83%
META99.83%
MSFT99.83%
AMZN99.83%
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) | 14.34% | 6.97% | 99.83% | - |
| Meta (META) | 9.52% | 4.74% | 99.83% | - |
 Berkshire Hathaway (BRK.B) | 9.05% | 4.91% | 99.83% | - |
| Apple (AAPL) | 8.78% | 3.55% | 99.83% | - |
| Amazon (AMZN) | 8.3% | 4.89% | 99.83% | - |
| Microsoft (MSFT) | 7.88% | 3.71% | 99.83% | - |
 Caterpillar (CAT) | 7.11% | 0.74% | 87.55% | - |
 Lam Research (LRCX) | 4.43% | 15.34% | 45.95% | - |
 Visa (V) | 3.77% | 4.62% | 63.91% | - |
 AbbVie (ABBV) | 3.64% | 0% | 49.79% | 1/10/2025 |
 NVIDIA (NVDA) | 3.39% | 6.33% | 49.62% | - |
 NextEra (NEE) | 3.12% | 0% | 55.56% | 2/5/2026 |
 Lockheed Martin (LMT) | 2.83% | 6.04% | 39.18% | - |
 General Dynamics (GD) | 2.56% | 4.58% | 41.44% | - |
 Disney (DIS) | 2.26% | 0% | 39.93% | 5/1/2024 |
 Chevron (CVX) | 1.77% | 0% | 20.72% | 1/6/2025 |
 American Tower (AMT) | 1.37% | 0% | 19.97% | 1/6/2025 |
 UnitedHealth (UNH) | 1.1% | 0% | 22.89% | 3/10/2026 |
 Pfizer (PFE) | 0.85% | 0% | 24.64% | 5/1/2024 |
 Alibaba (BABA) | 0.49% | 0% | 11.19% | 5/18/2023 |
 Synopsys (SNPS) | 0.43% | 4.16% | 13.7% | - |
 Realty Income (O) | 0.43% | 0% | 14.7% | 11/6/2025 |
 Palantir (PLTR) | 0.42% | 0% | 15.29% | 7/6/2023 |
 Corsair (CRSR) | 0.39% | 0% | 11.19% | 5/18/2023 |
 Duolingo (DUOL) | 0.32% | 2.27% | 13.78% | - |
 Netflix (NFLX) | 0.25% | 3.2% | 7.44% | - |
 AMD (AMD) | 0.25% | 0% | 12.2% | 5/30/2023 |
 Adobe (ADBE) | 0.21% | 2.68% | 8.1% | - |
 PayPal (PYPL) | 0.21% | 0% | 12.2% | 5/30/2023 |
 FICO (FICO) | 0.17% | 5.01% | 3.43% | - |
 SoFi (SOFI) | 0.08% | 0% | 12.2% | 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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