Loading...
Portfolio Diversification
Range
Most Diversified
10 instruments
December 10, 2024
Least Diversified
0 instruments
April 4, 2026
Average
9.3 instruments
Most Consistent Holdings
Top 5
NVDA98.97%
APH98.97%
LRCX98.97%
MLI98.97%
KLAC98.97%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 10, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Lam Research (LRCX) | 13.12% | 16.27% | 98.97% | - |
 Applied Materials (AMAT) | 11.46% | 14.06% | 98.97% | - |
| KLA (KLAC) | 11.44% | 12.54% | 98.97% | - |
 IES Holdings (IESC) | 10.83% | 10.84% | 98.68% | - |
| Amphenol (APH) | 10.69% | 12.27% | 98.97% | - |
 Arista (ANET) | 9.83% | 12.79% | 98.97% | - |
| Mueller Industries (MLI) | 9.59% | 9.75% | 98.97% | - |
| NVIDIA (NVDA) | 9.46% | 11.38% | 98.97% | - |
 Grainger (GWW) | 4.24% | 0% | 45.52% | 10/15/2025 |
 Modine (MOD) | 3.73% | 0% | 43.61% | 8/10/2026 |
 Deckers (DECK) | 3.53% | 0% | 44.93% | 10/13/2025 |
 Grand Canyon Education (LOPE) | 0.19% | 0% | 2.94% | 11/4/2025 |
 Powell Industries (POWL) | 0.07% | 0% | 0.88% | 9/1/2026 |
 Microsoft (MSFT) | 0.02% | 0% | 0.15% | 12/10/2024 |
 SharkNinja (SN) | 0.01% | 0% | 0.15% | 8/19/2026 |
 Alphabet (GOOGL) | 0% | 0% | 0.59% | 7/20/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Lam Research (LRCX) | 11.27% | 14.56% |
| Amphenol (APH) | 11.27% | 12.28% |
| KLA (KLAC) | 11.27% | 11.88% |
| Applied Materials (AMAT) | 11.27% | 11.71% |
| IES Holdings (IESC) | 10.74% | 11.08% |
| Mueller Industries (MLI) | 11.27% | 11.02% |
| NVIDIA (NVDA) | 11.27% | 10.38% |
| Arista (ANET) | 11.27% | 10.02% |
| Modine (MOD) | 10.19% | 6.93% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.