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Portfolio Diversification
Range
Most Diversified
30 instruments
July 7, 2026
Least Diversified
0 instruments
December 23, 2025
Average
10.3 instruments
Most Consistent Holdings
Top 5
CAT34.32%
WMT34.32%
TMUS34.32%
JNJ34.32%
XOM34.32%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 23, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Thermo Fisher (TMO) | 1.29% | 4.21% | 34.32% | - |
 Chevron (CVX.US) | 1.26% | 4.04% | 34.32% | - |
 Merck (MRK) | 1.24% | 3.83% | 34.32% | - |
| ExxonMobil (XOM) | 1.23% | 4.01% | 34.32% | - |
 Mastercard (MA) | 1.22% | 3.73% | 34.32% | - |
 Visa (V) | 1.21% | 3.73% | 34.32% | - |
 Disney (DIS) | 1.18% | 3.67% | 34.32% | - |
 Eaton (ETN) | 1.18% | 3.23% | 34.32% | - |
 AbbVie (ABBV) | 1.17% | 3.78% | 34.32% | - |
 Abbott (ABT.US) | 1.17% | 3.38% | 34.32% | - |
| Johnson & Johnson (JNJ) | 1.17% | 3.41% | 34.32% | - |
 Coca-Cola (KO) | 1.17% | 3.65% | 34.32% | - |
 GE Vernova (GEV) | 1.15% | 2.89% | 34.32% | - |
 Costco (COST) | 1.15% | 3.52% | 34.32% | - |
 Boeing (BA) | 1.14% | 3.03% | 34.32% | - |
 JPMorgan (JPM) | 1.13% | 3.2% | 34.32% | - |
 Eli Lilly (LLY) | 1.13% | 3.55% | 34.32% | - |
 Citi (C) | 1.13% | 3.03% | 34.32% | - |
| Walmart (WMT) | 1.12% | 3.4% | 34.32% | - |
 Bank of America (BAC) | 1.12% | 2.72% | 34.32% | - |
 UnitedHealth (UNH) | 1.11% | 3.15% | 34.32% | - |
 GE (GE) | 1.1% | 2.88% | 34.32% | - |
 Wells Fargo (WFC) | 1.09% | 3.05% | 34.32% | - |
 Home Depot (HD) | 1.08% | 3.14% | 34.32% | - |
 Linde (LIN) | 1.06% | 3.19% | 34.32% | - |
 McDonald's (MCD) | 1.06% | 3% | 34.32% | - |
| Caterpillar (CAT) | 1.06% | 2.71% | 34.32% | - |
 S&P Global (SPGI) | 1.05% | 3.22% | 34.32% | - |
| T-Mobile (TMUS) | 1.04% | 2.71% | 34.32% | - |
 Goldman Sachs (GS) | 1.03% | 2.67% | 34.32% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|
Cash & Instruments Over Time
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