Loading...
Portfolio Diversification
Range
Most Diversified
21 instruments
August 5, 2025
Least Diversified
0 instruments
April 3, 2025
Average
17.1 instruments
Most Consistent Holdings
Top 5
CALM96.9%
GOOG96.64%
DLO96.64%
CPRX96.64%
LULU96.38%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 3, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 14.4% | 15.87% | 96.64% | - |
 Berkshire Hathaway (BRK.B) | 9.91% | 5.94% | 96.38% | - |
 Meta (META) | 9.26% | 11.57% | 90.96% | - |
| Cal-Maine Foods (CALM) | 7.86% | 2.36% | 96.9% | - |
 Adobe (ADBE) | 5.72% | 4.16% | 82.69% | - |
 United Therapeutics (UTHR) | 4.87% | 5.61% | 90.96% | - |
| dLocal (DLO) | 4.43% | 4.15% | 96.64% | - |
 Powell Industries (POWL) | 4.15% | 4.95% | 96.38% | - |
| Catalyst Pharmaceuticals (CPRX) | 3.72% | 4.17% | 96.64% | - |
 Altria (MO) | 3.41% | 0% | 54.26% | 11/6/2025 |
 Abercrombie & Fitch (ANF) | 3.38% | 4.16% | 74.94% | - |
 NEXTracker (NXT.US) | 3.21% | 3.59% | 90.7% | - |
| Lululemon (LULU) | 2.4% | 1.54% | 96.38% | - |
 Wise (WISE.L) | 2.3% | 0% | 73.39% | 1/22/2026 |
 DRDGOLD (DRD) | 2.18% | 3.81% | 45.74% | - |
 Evolution (EVO.ST) | 1.67% | 0% | 59.43% | 1/22/2026 |
 Microsoft (MSFT) | 1.59% | 10.13% | 18.6% | - |
 Merck (MRK) | 1.58% | 0% | 26.61% | 7/21/2025 |
 Logista (LOG.MC) | 1.45% | 0% | 73.39% | 1/22/2026 |
 Amazon (AMZN) | 1.13% | 5.35% | 30.23% | - |
 3i (III.L) | 0.99% | 2.9% | 26.87% | - |
 American Express (AXP) | 0.82% | 0% | 27.39% | 11/5/2025 |
 Exelixis (EXEL) | 0.73% | 0% | 39.02% | 12/26/2025 |
 Visa (V) | 0.7% | 2.79% | 22.74% | - |
 Kaspi.kz (KSPI) | 0.67% | 3.18% | 22.74% | - |
 Novo-Nordisk (NVO) | 0.59% | 0% | 23.77% | 11/6/2025 |
 Petrobras (PBR) | 0.48% | 2.29% | 23% | - |
 PDD Holdings (PDD) | 0.35% | 1.35% | 22.74% | - |
 Netflix (NFLX) | 0.3% | 0% | 7.24% | 8/18/2025 |
 GE (GE) | 0.1% | 0% | 6.98% | 8/18/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 12.66% | 18.91% |
| Meta (META) | 12.82% | 11.2% |
| Berkshire Hathaway (BRK.B) | 9.97% | 8.13% |
| Adobe (ADBE) | 10.34% | 7.79% |
| Abercrombie & Fitch (ANF) | 5.97% | 7.52% |
| United Therapeutics (UTHR) | 4.5% | 6.12% |
| Cal-Maine Foods (CALM) | 8.59% | 5.87% |
| dLocal (DLO) | 4.92% | 5.65% |
| DRDGOLD (DRD) | 5.41% | 5.26% |
| Catalyst Pharmaceuticals (CPRX) | 5.06% | 4.5% |
| Evolution (EVO.ST) | 4.68% | 3.52% |
| NEXTracker (NXT.US) | 1.79% | 3.22% |
| Lululemon (LULU) | 3.68% | 2.88% |
| Amazon (AMZN) | 3.34% | 2.72% |
| Powell Industries (POWL) | 1.79% | 2.67% |
| Wise (WISE.L) | 3.13% | 2.52% |
| Logista (LOG.MC) | 1.34% | 1.24% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.