BillGates13F avatar

BillGates13F
🇬🇧 Financial Services and Software Smart Portfolio.
263 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
June 30, 2023
Lowest Cash
August 16, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
20 instruments
November 20, 2024
Least Diversified
0 instruments
June 30, 2023
Average
17.6 instruments

Most Consistent Holdings

Top 5

avatarMSFT
96.06%
avatarCAT
96.06%
avatarWMT
96.06%
avatarBRK.B
96.06%
avatarFDX
96.06%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
August 16, 2023
Lowest Exposure
June 30, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
30.37%
Finance
20.48%
Industrial Services
15.77%
Transportation
14.33%
Producer Manufacturing
8.82%

Top Countries

Top 5

🇺🇸United States
81.23%
🇨🇦Canada
13.95%
🇧🇪Belgium
0.18%

Holdings over time

(Since June 30, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MicrosoftMicrosoft (MSFT)
30.04%28.06%96.06%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
20.18%7.5%96.06%-
Waste ManagementWaste Management (WM)
14.98%14.41%96.06%-
CNRCNR (CNI)
13.16%9.86%96.06%-
CaterpillarCaterpillar (CAT)
5.45%7.45%96.06%-
DeereDeere (DE)
3.31%2.99%96.06%-
EcolabEcolab (ECL)
2.7%3.01%96.06%-
WalmartWalmart (WMT)
1.55%2.02%96.06%-
FedExFedEx (FDX)
1.02%1.12%96.06%-
Waste ConnectionsWaste Connections (WCN)
0.79%0.78%96.06%-
CoupangCoupang (CPNG)
0.45%0.08%96.06%-
SchrodingerSchrodinger (SDGR)
0.34%0.1%96.06%-
Crown CastleCrown Castle (CCI)
0.3%0.29%96.06%-
MSG SportsMSG Sports (MSGS)
0.24%0.28%96.06%-
Anheuser-BuschAnheuser-Busch (BUD)
0.18%0%83.41%10/20/2025
DanaherDanaher (DHR)
0.16%0.16%74.11%-
UPSUPS (UPS)
0.15%0%66.83%2/18/2025
Kraft HeinzKraft Heinz (KHC)
0.13%0%66.83%2/18/2025
HormelHormel (HRL)
0.09%0%56.09%2/18/2025
McDonald'sMcDonald's (MCD)
0.07%0.22%29.24%-
PaccarPaccar (PCAR)
0.07%0.2%29.36%-
West PharmaWest Pharma (WST)
0.02%0%7.4%10/20/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
MicrosoftMicrosoft (MSFT)
25.03%28.21%
Berkshire HathawayBerkshire Hathaway (BRK.B)
22.42%23.28%
Waste ManagementWaste Management (WM)
14.13%14.98%
CNRCNR (CNI)
17.07%12.98%
CaterpillarCaterpillar (CAT)
5.79%6.19%
DeereDeere (DE)
4.05%3.45%
EcolabEcolab (ECL)
2.68%2.83%
WalmartWalmart (WMT)
1.36%1.83%
FedExFedEx (FDX)
1.9%1.65%
Waste ConnectionsWaste Connections (WCN)
0.83%0.84%
CoupangCoupang (CPNG)
0.5%0.48%
SchrodingerSchrodinger (SDGR)
0.61%0.28%
MSG SportsMSG Sports (MSGS)
0.29%0.27%
Crown CastleCrown Castle (CCI)
0.35%0.26%
PaccarPaccar (PCAR)
0.3%0.24%
DanaherDanaher (DHR)
0.22%0.2%
UPSUPS (UPS)
0.31%0.19%
Kraft HeinzKraft Heinz (KHC)
0.21%0.17%
Anheuser-BuschAnheuser-Busch (BUD)
0.22%0.17%
HormelHormel (HRL)
0.18%0.15%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments