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Portfolio Diversification
Range
Most Diversified
18 instruments
January 22, 2026
Least Diversified
10 instruments
May 31, 2023
Average
12.8 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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) | 14.52% | 10.39% | 100% | - |
| Meta (META) | 9.7% | 5.57% | 100% | - |
 Berkshire Hathaway (BRK.B) | 9.19% | 6.03% | 100% | - |
| Apple (AAPL) | 8.94% | 5.22% | 100% | - |
| Amazon (AMZN) | 8.43% | 5.03% | 100% | - |
| Microsoft (MSFT) | 8.03% | 4.5% | 100% | - |
 Caterpillar (CAT) | 7.12% | 7.31% | 87.23% | - |
 Lam Research (LRCX) | 4.04% | 12.97% | 43.96% | - |
 AbbVie (ABBV) | 3.78% | 0% | 51.78% | 1/10/2025 |
 Visa (V) | 3.75% | 4.64% | 62.64% | - |
 NVIDIA (NVDA) | 3.25% | 7.13% | 47.78% | - |
 NextEra (NEE) | 3.24% | 0% | 57.78% | 2/5/2026 |
 Lockheed Martin (LMT) | 2.67% | 7.86% | 36.92% | - |
 General Dynamics (GD) | 2.46% | 5.65% | 39.27% | - |
 Disney (DIS) | 2.35% | 0% | 41.53% | 5/1/2024 |
 Chevron (CVX) | 1.84% | 0% | 21.55% | 1/6/2025 |
 American Tower (AMT) | 1.43% | 0% | 20.76% | 1/6/2025 |
 UnitedHealth (UNH) | 1.13% | 3.92% | 23.54% | - |
 Pfizer (PFE) | 0.88% | 0% | 25.63% | 5/1/2024 |
 Alibaba (BABA) | 0.51% | 0% | 11.64% | 5/18/2023 |
 Realty Income (O) | 0.45% | 0% | 15.29% | 11/6/2025 |
 Palantir (PLTR) | 0.44% | 0% | 15.9% | 7/6/2023 |
 Corsair (CRSR) | 0.41% | 0% | 11.64% | 5/18/2023 |
 Synopsys (SNPS) | 0.31% | 3.82% | 10.43% | - |
 AMD (AMD) | 0.26% | 0% | 12.68% | 5/30/2023 |
 Duolingo (DUOL) | 0.24% | 2.49% | 10.51% | - |
 PayPal (PYPL) | 0.21% | 0% | 12.68% | 5/30/2023 |
 Adobe (ADBE) | 0.11% | 3.35% | 4.6% | - |
 Netflix (NFLX) | 0.11% | 4.12% | 3.91% | - |
 SoFi (SOFI) | 0.09% | 0% | 12.68% | 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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