Congress-Buys avatar

Congress-Buys
🇬🇧 Tech Smart Portfolio.
503 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
May 31, 2024
Lowest Cash
November 5, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
10 instruments
June 6, 2024
Least Diversified
0 instruments
May 31, 2024
Average
9 instruments

Most Consistent Holdings

Top 5

avatarJPM
42.01%
avatarGD
34.15%
avatarAMAT
32.52%
avatarHE
24.93%
avatarHWM
24.93%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 5, 2024
Lowest Exposure
May 31, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
19.86%
Technology Services
12.4%
Finance
11.25%
ETFs
7.19%
Producer Manufacturing
6.49%

Top Countries

Top 5

🇺🇸United States
69.46%
🇨🇭Switzerland
1.81%
🇮🇪Ireland
1.38%
🇳🇱Netherlands
0.52%

Holdings over time

(Since May 31, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
12.73%0%24.39%11/4/2024
Palo Alto NetworksPalo Alto Networks (PANW)
8.71%0%15.72%4/3/2025
BitcoinBitcoin (BTC)
6.31%45.23%16.8%-
Applied MaterialsApplied Materials (AMAT)
4.3%0%32.52%6/3/2025
AmeripriseAmeriprise (AMP.US)
4.02%0%16.53%8/5/2024
McDonald'sMcDonald's (MCD)
3.66%0%24.66%3/3/2025
JPMorganJPMorgan (JPM)
3.34%0%42.01%1/8/2025
iShares Short Duration High Yield Corp Bond UCITS ETFiShares Short Duration High Yield Corp Bond UCITS ETF (IS3K.DE)
2.87%0%14.36%3/3/2025
ITWITW (ITW)
2.18%0%17.62%1/8/2025
ADPADP (ADP)
2.18%0%17.62%1/8/2025
Tactile SystemsTactile Systems (TCMD)
2.02%0%24.66%3/3/2025
iShares Core MSCI EMU UCITS ETF EURiShares Core MSCI EMU UCITS ETF EUR (SXR7.DE)
1.95%0%22.49%4/3/2025
General DynamicsGeneral Dynamics (GD)
1.94%0%34.15%1/8/2025
AmazonAmazon (AMZN)
1.84%5.05%24.66%-
BroadcomBroadcom (AVGO)
1.74%0%16.26%6/3/2025
Clearway EnergyClearway Energy (CWEN)
1.38%0%24.39%9/3/2024
Southern CoSouthern Co (SO)
1.34%0%16.53%8/5/2024
AccentureAccenture (ACN)
1.3%0%24.12%12/2/2024
ChubbChubb (CB)
1.29%0%24.12%12/2/2024
Air ProductsAir Products (APD)
1.28%0%24.12%12/2/2024
Devon EnergyDevon Energy (DVN)
1.27%0%16.53%8/5/2024
HersheyHershey (HSY)
1.27%0%24.12%12/2/2024
AmgenAmgen (AMGN)
1.27%0%24.12%12/2/2024
iShares MSCI EAFE Small-Cap ETFiShares MSCI EAFE Small-Cap ETF (SCZ)
1.24%0%16.53%8/5/2024
ConocoPhillipsConocoPhillips (COP)
1.2%0%16.53%8/5/2024
NikeNike (NKE)
1.17%0%16.53%8/5/2024
Howmet AerospaceHowmet Aerospace (HWM)
1.15%0%24.93%6/3/2025
SimonSimon (SPG)
1.1%0%24.39%11/4/2024
Hawaiian ElectricHawaiian Electric (HE)
1.08%0%24.93%6/3/2025
iShares MSCI Emerging Markets UCITS ETF (Dist)iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L)
1.07%0%22.49%4/3/2025
DT MidstreamDT Midstream (DTM)
0.89%0%16.8%9/3/2024
GEGE (GE)
0.89%0%16.53%6/3/2025
LPL FinancialLPL Financial (LPLA.US)
0.88%0%16.53%6/3/2025
AbbVieAbbVie (ABBV)
0.79%0%16.53%6/3/2025
MicronMicron (MU)
0.73%0%16.26%6/3/2025
Hercules CapitalHercules Capital (HTGC)
0.6%0%17.34%2/4/2025
OccidentalOccidental (OXY)
0.59%0%17.34%2/4/2025
ASMLASML (ASML)
0.52%0%7.59%7/3/2024
GarminGarmin (GRMN)
0.51%0%16.53%11/4/2024
AramarkAramark (ARMK)
0.4%0%10.03%1/8/2025
Applied Industrial TechnologiesApplied Industrial Technologies (AIT)
0.3%0%15.72%4/3/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.25%0%7.59%12/2/2024
SalesforceSalesforce (CRM)
0.19%0%7.32%2/4/2025
Parker-HannifinParker-Hannifin (PH)
0.17%0%7.86%9/3/2024
Church & DwightChurch & Dwight (CHD)
0.16%0%7.32%2/4/2025
DellDell (DELL)
0.15%0%7.32%3/3/2025
CoherentCoherent (COHR)
0.13%0%7.32%3/3/2025
TE ConnectivityTE Connectivity (TEL.US)
0.08%0%7.59%10/1/2024
Home DepotHome Depot (HD)
0.06%0%7.86%9/3/2024
EcolabEcolab (ECL)
0.02%9.1%0.27%-
IntuitIntuit (INTU)
0.02%7.94%0.27%-
iShares Core MSCI EAFE ETFiShares Core MSCI EAFE ETF (IEFA)
0.02%0%0.27%3/4/2025
iShares MSCI Eurozone ETFiShares MSCI Eurozone ETF (EZU)
0.02%0%0.27%3/4/2025
IDEXXIDEXX (IDXX)
0.02%6.32%0.27%-
S&P GlobalS&P Global (SPGI)
0.02%5.78%0.27%-
BlackRockBlackRock (BLK)
0.01%5.3%0.27%-
Aris Water SolutionsAris Water Solutions (ARIS)
0.01%4.51%0.27%-
iShares $ Corporate Bond UCITS ETFiShares $ Corporate Bond UCITS ETF (LQDE.L)
0.01%4.48%0.27%-
ExxonMobilExxonMobil (XOM)
0.01%4.47%0.27%-
iShares Core MSCI Emerging Markets ETFiShares Core MSCI Emerging Markets ETF (IEMG)
0.01%0%0.27%3/4/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
McDonald'sMcDonald's (MCD)
23.28%23.59%
JPMorganJPMorgan (JPM)
13.16%13.95%
ADPADP (ADP)
13.15%13.43%
ITWITW (ITW)
13.48%13.09%
Tactile SystemsTactile Systems (TCMD)
13.69%12.72%
Hercules CapitalHercules Capital (HTGC)
4.11%4.47%
OccidentalOccidental (OXY)
4.39%4.43%
General DynamicsGeneral Dynamics (GD)
4.36%3.99%
AramarkAramark (ARMK)
4.11%3.9%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments