Portfolio Diversification
Range
Most Diversified
27 instruments
May 20, 2025
Least Diversified
0 instruments
December 10, 2023
Average
8.9 instruments
Most Consistent Holdings
Top 5
AXP34.25%
CAT34.25%
CVX34.25%
HSBC34.25%
V34.25%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 10, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Goldman Sachs (GS) | 3.77% | 10.71% | 34.25% | - |
 Deere (DE) | 3.06% | 10.88% | 34.25% | - |
 Erie Insurance (ERIE) | 2.66% | 7.78% | 34.25% | - |
| Caterpillar (CAT) | 2.31% | 7.39% | 34.25% | - |
| Visa (V) | 2.21% | 7.75% | 34.25% | - |
| American Express (AXP) | 1.77% | 2.37% | 34.25% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.67% | 11.96% | 34.25% | - |
 Dover (DOV) | 1.23% | 3.75% | 34.25% | - |
 Diamondback (FANG) | 1.02% | 2.94% | 34.25% | - |
| Chevron (CVX) | 0.99% | 2.93% | 34.25% | - |
 KKR (KKR) | 0.88% | 2.58% | 34.25% | - |
 Valero (VLO) | 0.84% | 2.69% | 34.25% | - |
 Steel Dynamics (STLD) | 0.83% | 2.79% | 34.25% | - |
 Goosehead Insurance (GSHD) | 0.73% | 2.34% | 34.25% | - |
 Northern Trust (NTRS) | 0.68% | 2.26% | 34.25% | - |
 Paccar (PCAR) | 0.68% | 1.96% | 34.25% | - |
 Cirrus Logic (CRUS) | 0.66% | 2.11% | 34.25% | - |
| HSBC (HSBC) | 0.43% | 1.31% | 34.25% | - |
 EQT (EQT) | 0.4% | 1.23% | 34.25% | - |
 Synchrony (SYF) | 0.4% | 1.24% | 34.25% | - |
 Digi (DGII) | 0.37% | 1.7% | 34.25% | - |
 Hudson (HDSN) | 0.35% | 1.16% | 34.25% | - |
 Crescent Capital BDC (CCAP) | 0.35% | 1.45% | 34.25% | - |
 Business First (BFST) | 0.34% | 1.2% | 34.25% | - |
 AdaptHealth (AHCO) | 0.33% | 1.32% | 34.25% | - |
 Ford (F) | 0.33% | 1.07% | 34.25% | - |
 Xiaomi (1810.HK) | 0.04% | 1.18% | 3.5% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Goldman Sachs (GS) | 12.49% | 12.68% |
| Deere (DE) | 9.53% | 9.38% |
| Erie Insurance (ERIE) | 9.11% | 9.14% |
| Caterpillar (CAT) | 8.36% | 8.04% |
| Visa (V) | 6.49% | 7% |
| American Express (AXP) | 6.28% | 6.58% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 4.62% | 4.72% |
| Dover (DOV) | 4.24% | 4.17% |
| Diamondback (FANG) | 3.65% | 3.63% |
| KKR (KKR) | 3.35% | 3.28% |
| Chevron (CVX) | 3.33% | 3.21% |
| Valero (VLO) | 2.85% | 2.72% |
| Steel Dynamics (STLD) | 2.99% | 2.53% |
| Goosehead Insurance (GSHD) | 2.67% | 2.38% |
| Paccar (PCAR) | 2.39% | 2.31% |
| Northern Trust (NTRS) | 2.29% | 2.27% |
| Cirrus Logic (CRUS) | 2.16% | 2.21% |
| Synchrony (SYF) | 1.4% | 1.44% |
| HSBC (HSBC) | 1.21% | 1.37% |
| EQT (EQT) | 1.16% | 1.28% |
| Crescent Capital BDC (CCAP) | 1.1% | 1.17% |
| Digi (DGII) | 1.19% | 1.17% |
| Business First (BFST) | 1.18% | 1.14% |
| Hudson (HDSN) | 1.09% | 1.11% |
| Ford (F) | 1.15% | 1.1% |
| AdaptHealth (AHCO) | 1.03% | 1.05% |