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Portfolio Diversification
Range
Most Diversified
30 instruments
July 7, 2026
Least Diversified
0 instruments
December 23, 2025
Average
5.9 instruments
Most Consistent Holdings
Top 5
CAT19.59%
WMT19.59%
TMUS19.59%
JNJ19.59%
XOM19.59%
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 |
|---|---|---|---|---|
 GE Vernova (GEV) | 0.73% | 3.01% | 19.59% | - |
 UnitedHealth (UNH) | 0.71% | 2.9% | 19.59% | - |
 Mastercard (MA) | 0.7% | 3.45% | 19.59% | - |
 Visa (V) | 0.7% | 3.35% | 19.59% | - |
 Chevron (CVX.US) | 0.69% | 3.63% | 19.59% | - |
 Thermo Fisher (TMO) | 0.68% | 3.78% | 19.59% | - |
 Boeing (BA) | 0.68% | 3.34% | 19.59% | - |
 Bank of America (BAC) | 0.67% | 3.25% | 19.59% | - |
| ExxonMobil (XOM) | 0.66% | 3.67% | 19.59% | - |
| Walmart (WMT) | 0.66% | 2.95% | 19.59% | - |
 Costco (COST) | 0.66% | 3.31% | 19.59% | - |
 Abbott (ABT.US) | 0.66% | 3.79% | 19.59% | - |
 GE (GE) | 0.66% | 3.28% | 19.59% | - |
 Eaton (ETN) | 0.65% | 3.44% | 19.59% | - |
 Merck (MRK) | 0.65% | 3.89% | 19.59% | - |
 Disney (DIS) | 0.65% | 3.5% | 19.59% | - |
 Eli Lilly (LLY) | 0.65% | 3.42% | 19.59% | - |
 AbbVie (ABBV) | 0.65% | 3.43% | 19.59% | - |
 Citi (C) | 0.64% | 3.2% | 19.59% | - |
 Coca-Cola (KO) | 0.64% | 3.51% | 19.59% | - |
 JPMorgan (JPM) | 0.64% | 3.31% | 19.59% | - |
| Johnson & Johnson (JNJ) | 0.64% | 3.52% | 19.59% | - |
 Home Depot (HD) | 0.64% | 3.3% | 19.59% | - |
| Caterpillar (CAT) | 0.63% | 3.02% | 19.59% | - |
 Wells Fargo (WFC) | 0.62% | 3.07% | 19.59% | - |
 McDonald's (MCD) | 0.62% | 3.26% | 19.59% | - |
| T-Mobile (TMUS) | 0.61% | 3.11% | 19.59% | - |
 Goldman Sachs (GS) | 0.61% | 3.08% | 19.59% | - |
 Linde (LIN) | 0.61% | 3.08% | 19.59% | - |
 S&P Global (SPGI) | 0.59% | 3.12% | 19.59% | - |
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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