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Portfolio Diversification
Range
Most Diversified
31 instruments
March 31, 2026
Least Diversified
0 instruments
February 2, 2025
Average
23.5 instruments
Most Consistent Holdings
Top 5
GILD79.07%
TNET68.35%
BLDR67.84%
AAPL67.15%
AMZN67.15%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Williams-Sonoma (WSM) | 3.87% | 0% | 62.67% | 10/13/2025 |
| Builders FirstSource (BLDR) | 3.62% | 0% | 67.84% | 10/13/2025 |
 ExxonMobil (XOM) | 3.61% | 0% | 66.77% | 7/10/2025 |
 NVIDIA (NVDA) | 3.54% | 0% | 45.65% | 4/14/2025 |
 Meta (META) | 3.5% | 0% | 56.37% | 4/14/2025 |
| Gilead Sciences (GILD) | 3.21% | 0% | 79.07% | 7/10/2025 |
| TriNet (TNET) | 2.97% | 0% | 68.35% | 1/12/2026 |
 Comcast (CMCSA) | 2.8% | 0% | 66.77% | 7/10/2025 |
 Crocs (CROX) | 2.52% | 6.46% | 60.47% | - |
| Apple (AAPL) | 2.44% | 0% | 67.15% | 4/14/2025 |
 Alphabet (GOOGL) | 2.37% | 0% | 67.15% | 4/14/2025 |
 Eli Lilly (LLY) | 2.35% | 0% | 45.46% | 7/10/2025 |
 Verizon (VZ) | 2.35% | 0% | 66.77% | 7/10/2025 |
| Amazon (AMZN) | 2.27% | 0% | 67.15% | 4/14/2025 |
 Catalyst Pharmaceuticals (CPRX) | 2.21% | 4.53% | 29.57% | - |
 Tesla (TSLA) | 1.93% | 0% | 67.15% | 4/14/2025 |
 Southwestern Energy (SWN) | 1.8% | 0% | 39.09% | 10/2/2024 |
 Microsoft (MSFT) | 1.76% | 0% | 42.18% | 3/4/2026 |
 Stryker (SYK) | 1.73% | 0% | 45.46% | 7/10/2025 |
 AbbVie (ABBV) | 1.56% | 0% | 37.52% | 3/4/2026 |
 Valero (VLO) | 1.5% | 0% | 45.9% | 10/13/2025 |
 HP (HPQ) | 1.49% | 2.92% | 31.72% | - |
 Visa (V) | 1.37% | 0% | 21.31% | 7/13/2023 |
 Philip Morris (PM) | 1.21% | 0% | 39.22% | 7/15/2024 |
 AMD (AMD) | 1.15% | 0% | 16.46% | 3/30/2026 |
 Puma Biotechnology (PBYI) | 1.11% | 5.28% | 31.78% | - |
 GE (GE) | 0.98% | 0% | 16.46% | 3/30/2026 |
 ConocoPhillips (COP) | 0.95% | 0% | 10.09% | 1/13/2023 |
 Hologic (HOLX) | 0.94% | 0% | 17.21% | 10/13/2022 |
 Smith & Wesson (SWBI) | 0.87% | 0% | 21.56% | 1/13/2023 |
 Netflix (NFLX) | 0.87% | 0% | 20.37% | 3/4/2026 |
 Linde (LIN) | 0.82% | 0% | 16.46% | 3/30/2026 |
 Medifast (MED.US) | 0.82% | 0% | 22.76% | 1/16/2024 |
 Walmart (WMT) | 0.81% | 0% | 20.37% | 3/4/2026 |
 AbCellera (ABCL) | 0.8% | 0% | 22.76% | 1/16/2024 |
 Tupperware (TUPBQ) | 0.78% | 0% | 21.56% | 1/13/2023 |
 Home Depot (HD) | 0.77% | 0% | 20.37% | 3/4/2026 |
 Uber (UBER) | 0.76% | 0% | 16.46% | 3/30/2026 |
 Oracle (ORCL) | 0.72% | 0% | 22.64% | 7/10/2025 |
 Coca-Cola (KO) | 0.71% | 0% | 20.37% | 3/4/2026 |
 Best Buy (BBY) | 0.71% | 0% | 17.21% | 10/13/2022 |
 ServiceNow (NOW) | 0.7% | 0% | 16.46% | 3/30/2026 |
 Cigna (CI) | 0.7% | 0% | 12.3% | 7/15/2022 |
 Intuit (INTU) | 0.7% | 0% | 16.46% | 3/30/2026 |
 Quest Diagnostics (DGX) | 0.68% | 0% | 12.3% | 7/15/2022 |
 CVS Health (CVS) | 0.67% | 0% | 22.82% | 1/12/2026 |
 Johnson & Johnson (JNJ) | 0.67% | 0% | 22.64% | 7/10/2025 |
 Quidel (QDEL) | 0.67% | 0% | 17.21% | 10/13/2022 |
 Tyson Foods (TSN) | 0.67% | 0% | 21.94% | 10/13/2023 |
 Procter & Gamble (PG) | 0.66% | 0% | 20.37% | 3/4/2026 |
 Tivity Health Inc (TVTY) | 0.66% | 0% | 10.47% | 6/29/2022 |
 ABM (ABM) | 0.66% | 0% | 12.3% | 7/15/2022 |
 Dick's (DKS) | 0.65% | 0% | 12.3% | 7/15/2022 |
 Everi (EVRI) | 0.63% | 0% | 22.76% | 1/13/2025 |
 MasterCraft (MCFT) | 0.61% | 0% | 22.76% | 1/13/2025 |
 Wabash National (WNC) | 0.61% | 0% | 22.76% | 1/13/2025 |
 Salesforce (CRM) | 0.59% | 0% | 22.89% | 10/13/2025 |
 Emcor (EME) | 0.56% | 0% | 22.82% | 1/12/2026 |
 Weight Watchers (WW) | 0.56% | 0% | 21.56% | 1/13/2023 |
 Texas Instruments (TXN) | 0.54% | 0% | 22.89% | 10/13/2025 |
 Lowe's (LOW) | 0.53% | 0% | 22.89% | 10/13/2025 |
 Korn Ferry (KFY) | 0.5% | 0% | 10.53% | 3/30/2026 |
 PepsiCo (PEP) | 0.5% | 0% | 22.89% | 10/13/2025 |
 Paramount (PSKY) | 0.49% | 0% | 12.3% | 7/15/2022 |
 Lockheed Martin (LMT) | 0.48% | 0% | 22.82% | 1/12/2026 |
 Honeywell (HON) | 0.48% | 0% | 22.82% | 1/12/2026 |
 Frontdoor (FTDR) | 0.48% | 0% | 10.53% | 3/30/2026 |
 AMC (AMCX) | 0.4% | 5.33% | 8.64% | - |
 SIGA Technologies (SIGA) | 0.36% | 2.94% | 8.83% | - |
 Omnicom (OMC) | 0.35% | 0% | 6.43% | 4/13/2022 |
 Altria (MO) | 0.34% | 0% | 6.43% | 4/13/2022 |
 Rigel (RIGL) | 0.34% | 3.56% | 8.51% | - |
 Biogen (BIIB) | 0.28% | 0% | 6.43% | 4/13/2022 |
 Surface Oncology Inc (SURF) | 0.28% | 0% | 17.21% | 10/13/2022 |
 Brookfield Business Corp (BBUC) | 0.28% | 3.18% | 8.07% | - |
 Bumble (BMBL) | 0.26% | 3.42% | 5.74% | - |
 Cerence (CRNC) | 0.25% | 5.02% | 5.74% | - |
 Getty Images (GETY) | 0.22% | 3.21% | 5.74% | - |
 H&R Block (HRB) | 0.22% | 4.51% | 5.23% | - |
 Harmony Biosciences (HRMY) | 0.21% | 4.09% | 5.3% | - |
 KLA (KLAC) | 0.21% | 0% | 22.82% | 1/12/2026 |
 Gambling.com (GAMB) | 0.18% | 2.02% | 5.74% | - |
 biote (BTMD) | 0.18% | 4.05% | 5.23% | - |
 Sage (SAGE) | 0.17% | 0% | 6.43% | 4/13/2022 |
 Litecoin (LTC) | 0.15% | 0% | 6.43% | 4/13/2022 |
 Bitcoin Depot Inc (BTM) | 0.15% | 0.11% | 7.88% | - |
 Ebix (EBIXQ) | 0.15% | 0% | 12.55% | 8/8/2024 |
 XRP (XRP) | 0.14% | 0% | 6.43% | 4/13/2022 |
 Travelzoo (TZOO) | 0.14% | 3.84% | 4.04% | - |
 Black Diamond Therapeutics (BDTX) | 0.12% | 2.09% | 4.04% | - |
 Playtika (PLTK) | 0.11% | 2.49% | 4.1% | - |
 Ironwood Pharmaceuticals (IRWD) | 0.11% | 2.27% | 4.1% | - |
 OneSpan (OSPN) | 0.11% | 3.07% | 4.04% | - |
 CorMedix (CRMD) | 0.1% | 2.68% | 4.1% | - |
 Cricut (CRCT) | 0.1% | 2.42% | 4.1% | - |
 PTC Therapeutics (PTCT) | 0.1% | 2.39% | 4.1% | - |
 Keros (KROS) | 0.1% | 2.12% | 4.1% | - |
 Collegium (COLL) | 0.1% | 2.23% | 4.1% | - |
 Shutterstock (SSTK) | 0.09% | 1.74% | 4.1% | - |
 BioCryst (BCRX) | 0.09% | 1.96% | 4.1% | - |
 MediaAlpha (MAX) | 0.09% | 2.16% | 3.91% | - |
 Phoenix Education Partners, Inc (PXED) | 0.08% | 2.03% | 3.72% | - |
 Solstice Advanced Materi (SOLS) | 0.02% | 0.17% | 12.93% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 5.3% | 7.36% |
| GE (GE) | 5.3% | 6.08% |
| Crocs (CROX) | 5.3% | 5.09% |
| Korn Ferry (KFY) | 5.3% | 4.78% |
| Linde (LIN) | 5.3% | 4.6% |
| Intuit (INTU) | 5.3% | 4.46% |
| Frontdoor (FTDR) | 5.3% | 4.45% |
| AbbVie (ABBV) | 3.53% | 4.31% |
| Uber (UBER) | 5.3% | 4.29% |
| Microsoft (MSFT) | 3.53% | 4.21% |
| ServiceNow (NOW) | 5.3% | 4.07% |
| Walmart (WMT) | 3.53% | 3.98% |
| Puma Biotechnology (PBYI) | 2.07% | 3.67% |
| Netflix (NFLX) | 3.53% | 3.42% |
| Coca-Cola (KO) | 3.53% | 3.26% |
| Home Depot (HD) | 3.53% | 3.26% |
| CVS Health (CVS) | 2.07% | 3.08% |
| Procter & Gamble (PG) | 3.53% | 2.85% |
| Emcor (EME) | 2.07% | 2.57% |
| Lockheed Martin (LMT) | 2.07% | 1.99% |
| Honeywell (HON) | 2.07% | 1.76% |
| TriNet (TNET) | 2.07% | 1.53% |
| KLA (KLAC) | 0.7% | 1.12% |
| Solstice Advanced Materi (SOLS) | 0% | 0.11% |
Cash & Instruments Over Time
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