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Portfolio Diversification
Range
Most Diversified
133 instruments
October 31, 2026
Least Diversified
0 instruments
April 4, 2026
Average
62.7 instruments
Most Consistent Holdings
Top 5
MSFT99.42%
CVX.US99.42%
AMZN99.32%
INTC99.32%
BAC99.32%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 4.7% | 1.94% | 97.3% | - |
| Microsoft (MSFT) | 4.64% | 5.24% | 99.42% | - |
 Meta (META) | 2.83% | 2.58% | 99.23% | - |
 Berkshire Hathaway (BRK.B) | 2.79% | 1.99% | 99.23% | - |
| Amazon (AMZN) | 2.62% | 2.54% | 99.32% | - |
| Intel (INTC) | 2.48% | 0.69% | 99.32% | - |
| Bank of America (BAC) | 2.45% | 0.9% | 99.32% | - |
 Apple (AAPL) | 2.41% | 1.44% | 88.8% | - |
 GE (GE) | 2.37% | 1.49% | 99.03% | - |
 TSMC (TSM) | 2.35% | 1.15% | 98.75% | - |
 C3.ai (AI) | 2.26% | 0% | 31.56% | 11/25/2024 |
 Alibaba (BABA) | 2.04% | 0% | 68.15% | 7/14/2026 |
 Oracle (ORCL) | 2.01% | 1.33% | 97.68% | - |
 Alphabet (GOOGL) | 2.01% | 1.19% | 91.22% | - |
 Broadcom (AVGO) | 1.88% | 2.16% | 72.88% | - |
 Tesla (TSLA) | 1.7% | 0.8% | 85.91% | - |
| Chevron (CVX.US) | 1.51% | 1.21% | 99.42% | - |
 McDonald's (MCD) | 1.46% | 1.24% | 70.56% | - |
 Spotify (SPOT) | 1.43% | 1.79% | 66.22% | - |
 Supermicro (SMCI) | 1.3% | 0% | 21.62% | 10/30/2024 |
 Starbucks (SBUX) | 1.26% | 1.93% | 65.54% | - |
 Bitcoin (BTC) | 1.25% | 0% | 51.06% | 6/3/2026 |
 AMD (AMD) | 1.24% | 0.96% | 70.46% | - |
 Shell (SHEL.L) | 1.2% | 1.31% | 73.07% | - |
 IBM (IBM) | 1.14% | 1.11% | 58.98% | - |
 ASML (ASML) | 1.06% | 0% | 48.94% | 3/3/2026 |
 ON Semiconductor (ON) | 1.04% | 0% | 38.32% | 2/3/2025 |
 Disney (DIS) | 0.96% | 1.26% | 48.07% | - |
 Besi (BESI.NV) | 0.92% | 0% | 36.58% | 1/16/2025 |
 Netflix (NFLX) | 0.92% | 1.18% | 55.31% | - |
 Sony (SONY) | 0.91% | 1.02% | 63.9% | - |
 Palantir (PLTR) | 0.91% | 3.04% | 37.45% | - |
 STMicroelectronics (STMMI.MI) | 0.91% | 0% | 59.46% | 9/10/2025 |
 Cadence (CDNS) | 0.89% | 1.11% | 74.71% | - |
 Marvell (MRVL) | 0.88% | 0.91% | 48.84% | - |
 JPMorgan (JPM) | 0.88% | 1% | 58.98% | - |
 Micron (MU) | 0.81% | 1.62% | 51.54% | - |
 Morgan Stanley (MS) | 0.78% | 0.65% | 65.54% | - |
 Palo Alto Networks (PANW) | 0.76% | 2.03% | 42.08% | - |
 XPeng (XPEV) | 0.76% | 0% | 26.25% | 9/30/2024 |
 Sandisk Corp/DE (SNDK) | 0.75% | 0.95% | 43.73% | - |
 Baidu (BIDU) | 0.73% | 0% | 63.51% | 10/22/2025 |
 Ally (ALLY) | 0.73% | 0.55% | 70.37% | - |
 Halliburton (HAL) | 0.7% | 0.65% | 70.75% | - |
 BlackRock (BLK) | 0.7% | 0.64% | 61.1% | - |
 Coterra (CTRA) | 0.62% | 0% | 52.32% | 5/13/2026 |
 Western Digital (WDC) | 0.56% | 0.54% | 50.29% | - |
 PayPal (PYPL) | 0.55% | 0% | 43.05% | 2/18/2026 |
 Dell (DELL) | 0.53% | 0.27% | 59.17% | - |
 Snowflake (SNOW) | 0.52% | 0% | 44.4% | 3/25/2026 |
 Fiserv (FISV) | 0.52% | 0% | 29.05% | 9/22/2025 |
 AT&T (T.US) | 0.47% | 0.67% | 52.7% | - |
 Ford (F) | 0.46% | 0% | 39.48% | 11/21/2025 |
 Bloom Energy (BE) | 0.46% | 0.24% | 43.15% | - |
 ConocoPhillips (COP) | 0.44% | 0.37% | 43.53% | - |
 Arista (ANET) | 0.43% | 0.74% | 47.39% | - |
 A10 Networks (ATEN) | 0.42% | 0.5% | 47.1% | - |
 Infosys (INFY) | 0.41% | 0% | 34.94% | 10/15/2025 |
 Tencent (0700.HK) | 0.41% | 0% | 31.56% | 11/25/2024 |
 AIG (AIG) | 0.4% | 0.84% | 46.72% | - |
 Applied Materials (AMAT) | 0.4% | 0.53% | 33.59% | - |
 UBS (UBS) | 0.4% | 0.37% | 65.54% | - |
 Ethereum (ETH) | 0.4% | 0% | 33.3% | 11/19/2025 |
 Eaton (ETN) | 0.4% | 0.61% | 46.62% | - |
 FICO (FICO) | 0.39% | 0% | 37.16% | 3/18/2026 |
 Robinhood Markets Inc. (HOOD) | 0.39% | 1% | 34.46% | - |
 Qualcomm (QCOM) | 0.37% | 0.23% | 32.53% | - |
 ExxonMobil (XOM) | 0.36% | 0.36% | 62.16% | - |
 Synopsys (SNPS) | 0.35% | 0.61% | 44.69% | - |
 MasTec (MTZ) | 0.34% | 0% | 35.33% | 9/24/2026 |
 MicroStrategy (MSTR) | 0.33% | 0% | 15.54% | 5/21/2025 |
 Uber (UBER) | 0.33% | 0.46% | 41.89% | - |
 HubSpot (HUBS) | 0.33% | 0% | 25.58% | 9/23/2024 |
 Medtronic (MDT.US) | 0.32% | 0% | 15.15% | 3/4/2025 |
 ASML (ASML.NV) | 0.32% | 0% | 21.72% | 6/26/2025 |
 Intuit (INTU) | 0.32% | 0.95% | 28.09% | - |
 AppLovin (APP) | 0.31% | 0% | 22.78% | 2/4/2026 |
 MongoDB (MDB) | 0.3% | 0.79% | 41.31% | - |
 Coinbase (COIN) | 0.3% | 0.25% | 53.09% | - |
 First Solar (FSLR) | 0.28% | 0.22% | 27.99% | - |
 ESAB (ESAB) | 0.28% | 0% | 49.23% | 4/13/2026 |
 Coupang (CPNG) | 0.26% | 0% | 16.6% | 11/6/2024 |
 Itron (ITRI) | 0.25% | 0% | 36% | 7/21/2026 |
 Dynatrace (DT) | 0.25% | 0% | 23.17% | 3/20/2026 |
 Roku (ROKU) | 0.24% | 1% | 24.52% | - |
 GE Vernova (GEV) | 0.24% | 0% | 35.91% | 5/18/2026 |
 NXP (NXPI) | 0.24% | 0% | 26.93% | 3/20/2026 |
 Affirm (AFRM) | 0.23% | 0.62% | 30.98% | - |
 Occidental (OXY) | 0.23% | 0.69% | 37.45% | - |
 Walmart (WMT) | 0.23% | 0.93% | 32.72% | - |
 Motorola (MSI) | 0.22% | 1.32% | 16.99% | - |
 Datadog (DDOG) | 0.22% | 0% | 24.42% | 1/16/2026 |
 CoreWeave Inc (CRWV) | 0.22% | 0.63% | 29.25% | - |
 Adobe (ADBE) | 0.21% | 0% | 18.63% | 12/12/2024 |
 Nio (NIO) | 0.21% | 0% | 26.54% | 10/4/2024 |
 Alphabet (GOOG) | 0.21% | 0.51% | 30.69% | - |
 Xiaomi (1810.HK) | 0.2% | 0% | 19.98% | 4/14/2026 |
 Vistra (VST) | 0.19% | 0.43% | 17.57% | - |
 Salesforce (CRM) | 0.18% | 1.55% | 13.03% | - |
 Allegro MicroSystems (ALGM) | 0.17% | 0.47% | 24.52% | - |
 Parker-Hannifin (PH) | 0.16% | 0% | 16.51% | 2/2/2026 |
 Corteva (CTVA) | 0.16% | 0% | 34.56% | 10/1/2026 |
 Equinix (EQIX) | 0.15% | 0.39% | 31.85% | - |
 Williams (WMB) | 0.15% | 0.32% | 37.16% | - |
 Costco (COST) | 0.15% | 0.31% | 38.42% | - |
 ARM (ARM) | 0.15% | 0.94% | 17.28% | - |
 ServiceNow (NOW) | 0.14% | 0.58% | 27.12% | - |
 Samsung (SMSN.L) | 0.14% | 0.23% | 18.53% | - |
 Seagate (STX.US) | 0.14% | 0% | 15.73% | 5/18/2026 |
 HP (HPQ) | 0.14% | 0.33% | 35.04% | - |
 Credo (CRDO) | 0.14% | 0.26% | 22.68% | - |
 Digital Realty (DLR) | 0.13% | 0.33% | 30.41% | - |
 Zebra (ZBRA) | 0.13% | 0.74% | 16.51% | - |
 Crowdstrike (CRWD) | 0.12% | 1.15% | 14.38% | - |
 AeroVironment (AVAV) | 0.12% | 0% | 13.51% | 11/17/2025 |
 Johnson & Johnson (JNJ) | 0.11% | 0.65% | 16.51% | - |
 nVent (NVT) | 0.11% | 0% | 22.3% | 7/2/2026 |
 Eli Lilly (LLY) | 0.1% | 0.39% | 25.19% | - |
 Mitek (MITK) | 0.1% | 0.38% | 24.52% | - |
 Visa (V) | 0.1% | 0.71% | 15.25% | - |
 SEI (SEIC) | 0.1% | 0.35% | 25.77% | - |
 Varonis (VRNS) | 0.1% | 0% | 9.36% | 10/29/2025 |
 Wells Fargo (WFC) | 0.1% | 0.61% | 14.48% | - |
 SSR Mining (SSRM) | 0.1% | 0.5% | 14.48% | - |
 Atlassian (TEAM) | 0.09% | 0% | 12.26% | 1/16/2026 |
 Travel + Leisure (TNL) | 0.09% | 0.62% | 14.67% | - |
 Sea (SE) | 0.09% | 0.26% | 23.17% | - |
 Braze (BRZE) | 0.09% | 0% | 20.37% | 2/20/2026 |
 Cameco (CCJ) | 0.09% | 0.44% | 18.73% | - |
 TE Connectivity (TEL.US) | 0.09% | 0.27% | 26.54% | - |
 Newmont (NEM) | 0.08% | 0.63% | 13.03% | - |
 SPX (SPXC) | 0.08% | 0.59% | 23.07% | - |
 Regal Rexnord (RRX) | 0.08% | 0% | 16.6% | 3/6/2026 |
 Insulet (PODD) | 0.08% | 0.6% | 12.64% | - |
 Synchrony (SYF) | 0.08% | 0% | 20.56% | 9/24/2026 |
 Astera Labs Inc (ALAB) | 0.07% | 0% | 7.14% | 10/22/2025 |
 Corning (GLW) | 0.07% | 0.47% | 11.87% | - |
 Qnity Electronics Inc (Q) | 0.07% | 1.01% | 11.39% | - |
 Liberty Formula One (FWONK) | 0.07% | 0.31% | 19.98% | - |
 Shoals (SHLS) | 0.07% | 0% | 16.22% | 3/20/2026 |
 Space Exploration Technologies Corp (SPCX) | 0.07% | 0.45% | 13.32% | - |
 Lumentum (LITE) | 0.07% | 0.49% | 10.14% | - |
 Zeta Global (ZETA.US) | 0.06% | 0.46% | 15.25% | - |
 Oklo (OKLO) | 0.06% | 0% | 6.95% | 10/22/2025 |
 JFrog (FROG) | 0.06% | 0.59% | 10.04% | - |
 NEXTracker (NXT.US) | 0.06% | 0% | 12.45% | 2/27/2026 |
 Coca-Cola Consolidated (COKE) | 0.06% | 0.33% | 17.08% | - |
 Ormat (ORA.US) | 0.06% | 0% | 11% | 11/21/2025 |
 T-Mobile (TMUS) | 0.06% | 0% | 18.15% | 10/23/2026 |
 Lattice (LSCC) | 0.05% | 0% | 6.66% | 11/26/2024 |
 Q2 (QTWO) | 0.05% | 0.41% | 14.58% | - |
 Ecolab (ECL) | 0.05% | 0.32% | 15.15% | - |
 Lam Research (LRCX) | 0.05% | 0.48% | 8.88% | - |
 Ameren (AEE) | 0.05% | 0.28% | 15.73% | - |
 Zscaler (ZS) | 0.05% | 0.59% | 10.23% | - |
 D-Wave (QBTS) | 0.05% | 0.14% | 16.41% | - |
 U.S. Steel (X) | 0.05% | 0% | 5.31% | 11/20/2024 |
 Venture Global Inc (VG) | 0.04% | 0.28% | 14.38% | - |
 Petrobras (PBR.A) | 0.04% | 0% | 5.5% | 10/31/2024 |
 Pure Storage (P) | 0.04% | 0.66% | 6.47% | - |
 Entegris (ENTG) | 0.04% | 0.54% | 7.92% | - |
 Vertiv (VRT) | 0.04% | 0% | 4.63% | 11/25/2024 |
 Riot (RIOT) | 0.04% | 0% | 4.54% | 11/12/2025 |
 Advanced Energy (AEIS) | 0.04% | 0.2% | 13.71% | - |
 Devon Energy (DVN) | 0.04% | 0% | 2.99% | 12/4/2024 |
 CCC (CCC.US) | 0.04% | 0% | 2.22% | 12/6/2024 |
 Kratos (KTOS) | 0.04% | 0.2% | 13.61% | - |
 Emerson (EMR) | 0.03% | 0.33% | 10.42% | - |
 Capital One (COF) | 0.03% | 0.29% | 10.81% | - |
 Celestica Inc (CLS) | 0.03% | 0.37% | 6.76% | - |
 Talen Energy Corp (TLN) | 0.03% | 0.49% | 6.76% | - |
 BWX Technologies (BWXT) | 0.03% | 0.17% | 12.74% | - |
 Howmet Aerospace (HWM) | 0.03% | 0.49% | 5.98% | - |
 GitLab (GTLB) | 0.03% | 0% | 3.57% | 11/27/2024 |
 Reddit Inc (RDDT) | 0.03% | 0.2% | 9.07% | - |
 Ciena (CIEN) | 0.03% | 0% | 7.05% | 11/2/2026 |
 Macom (MTSI) | 0.02% | 0.9% | 4.44% | - |
 Sony Financial Group Inc (SFGYY) | 0.02% | 0.04% | 37.26% | - |
 Okta (OKTA) | 0.02% | 0% | 5.02% | 6/11/2026 |
 Microchip (MCHP) | 0.02% | 0% | 2.41% | 10/7/2024 |
 Gen Digital (GEN) | 0.02% | 0% | 2.41% | 11/18/2024 |
 Navitas Semiconductor (NVTS) | 0.02% | 0% | 1.83% | 6/10/2025 |
 Modine (MOD) | 0.02% | 0% | 1.25% | 10/30/2024 |
 Lithium Americas (LAC) | 0.02% | 0% | 2.41% | 10/22/2025 |
 Dave (DAVE) | 0.02% | 0.35% | 4.73% | - |
 Infineon (IFX.DE) | 0.02% | 0% | 2.22% | 11/6/2024 |
 Cisco (CSCO) | 0.02% | 0.26% | 5.98% | - |
 Vishay (VSH) | 0.02% | 0.25% | 5.79% | - |
 Ares (ARES) | 0.02% | 0.45% | 3.96% | - |
 Prudential (PRU.L) | 0.01% | 0.25% | 5.69% | - |
 Tyler (TYL) | 0.01% | 0.66% | 2.22% | - |
 eToro Group LTD (ETOR) | 0.01% | 0.2% | 5.98% | - |
 Pagaya (PGY) | 0.01% | 0.22% | 5.79% | - |
 Schlumberger (SLB) | 0.01% | 0% | 1.64% | 10/18/2024 |
 Huntington (HBAN) | 0.01% | 0% | 1.54% | 2/20/2026 |
 Nucor (NUE) | 0.01% | 0% | 1.35% | 9/23/2024 |
 Block Inc. (XYZ) | 0.01% | 0.31% | 2.7% | - |
 Galaxy Digital (GLXY) | 0.01% | 0.52% | 2.03% | - |
 Albemarle (ALB) | 0.01% | 0% | 2.99% | 7/21/2026 |
 MP Materials (MP) | 0.01% | 0% | 1.35% | 8/15/2025 |
 Dormant Stock15904 (Drm.15904) | 0.01% | 0.32% | 2.9% | - |
 Diodes (DIOD) | 0% | 0.29% | 1.16% | - |
 Monolithic Power (MPWR) | 0% | 0.63% | 0.48% | - |
 Amkor (AMKR) | 0% | 0% | 0.39% | 7/28/2026 |
 Coherent (COHR) | 0% | 0.27% | 0.87% | - |
 Applied Digital (APLD) | 0% | 0% | 0.1% | 6/5/2025 |
 Solana (SOL) | 0% | 0% | 0.19% | 11/13/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 3.42% | 3.64% |
| Meta (META) | 3.42% | 3.4% |
| Microsoft (MSFT) | 3.42% | 3.24% |
| Broadcom (AVGO) | 2.99% | 3.02% |
| Berkshire Hathaway (BRK.B) | 2.57% | 2.78% |
| Bank of America (BAC) | 2.14% | 2.63% |
| Netflix (NFLX) | 2.99% | 2.45% |
| Starbucks (SBUX) | 2.57% | 2.42% |
| Alibaba (BABA) | 2.57% | 2.29% |
| McDonald's (MCD) | 2.14% | 2.24% |
| Spotify (SPOT) | 2.57% | 2.24% |
| Marvell (MRVL) | 2.14% | 2.23% |
| Sandisk Corp/DE (SNDK) | 2.14% | 2.16% |
| AMD (AMD) | 2.14% | 2.1% |
| Bitcoin (BTC) | 2.14% | 1.96% |
| Tesla (TSLA) | 1.71% | 1.87% |
| NVIDIA (NVDA) | 1.71% | 1.84% |
| Palantir (PLTR) | 1.71% | 1.72% |
| Micron (MU) | 1.28% | 1.66% |
| Cadence (CDNS) | 1.71% | 1.66% |
| Palo Alto Networks (PANW) | 1.71% | 1.66% |
| Applied Materials (AMAT) | 1.28% | 1.62% |
| Sony (SONY) | 1.71% | 1.59% |
| JPMorgan (JPM) | 1.28% | 1.48% |
| Intel (INTC) | 1.71% | 1.48% |
| Shell (SHEL.L) | 1.28% | 1.42% |
| AppLovin (APP) | 1.28% | 1.4% |
| GE (GE) | 1.28% | 1.37% |
| Robinhood Markets Inc. (HOOD) | 1.71% | 1.35% |
| TSMC (TSM) | 1.28% | 1.33% |
| Chevron (CVX.US) | 1.28% | 1.27% |
| Oracle (ORCL) | 1.28% | 1.25% |
| Bloom Energy (BE) | 1.28% | 1.24% |
| AT&T (T.US) | 1.28% | 1.22% |
| Dynatrace (DT) | 1.28% | 1.06% |
| Parker-Hannifin (PH) | 0.86% | 1.04% |
| Xiaomi (1810.HK) | 1.28% | 1.03% |
| Ally (ALLY) | 0.86% | 1.02% |
| Morgan Stanley (MS) | 0.86% | 0.97% |
| MasTec (MTZ) | 0.86% | 0.96% |
| Western Digital (WDC) | 0.86% | 0.96% |
| PayPal (PYPL) | 1.28% | 0.95% |
| Coterra (CTRA) | 0.86% | 0.91% |
| Affirm (AFRM) | 0.86% | 0.91% |
| BlackRock (BLK) | 0.86% | 0.91% |
| ASML (ASML) | 0.86% | 0.91% |
| AIG (AIG) | 0.86% | 0.9% |
| Halliburton (HAL) | 0.86% | 0.84% |
| NXP (NXPI) | 0.86% | 0.82% |
| A10 Networks (ATEN) | 0.86% | 0.8% |
| Arista (ANET) | 0.86% | 0.8% |
| Atlassian (TEAM) | 0.86% | 0.79% |
| FICO (FICO) | 0.86% | 0.77% |
| Eaton (ETN) | 0.86% | 0.77% |
| Snowflake (SNOW) | 0.86% | 0.74% |
| Itron (ITRI) | 0.86% | 0.65% |
| MongoDB (MDB) | 0.43% | 0.56% |
| UBS (UBS) | 0.43% | 0.55% |
| Braze (BRZE) | 0.43% | 0.53% |
| Synopsys (SNPS) | 0.43% | 0.51% |
| ExxonMobil (XOM) | 0.43% | 0.47% |
| Corteva (CTVA) | 0.43% | 0.46% |
| Equinix (EQIX) | 0.43% | 0.46% |
| Walmart (WMT) | 0.43% | 0.46% |
| Digital Realty (DLR) | 0.43% | 0.45% |
| Regal Rexnord (RRX) | 0.43% | 0.44% |
| Alphabet (GOOG) | 0.43% | 0.44% |
| GE Vernova (GEV) | 0.43% | 0.43% |
| nVent (NVT) | 0.43% | 0.43% |
| NEXTracker (NXT.US) | 0.43% | 0.43% |
| Disney (DIS) | 0.43% | 0.43% |
| Uber (UBER) | 0.43% | 0.42% |
| ServiceNow (NOW) | 0.43% | 0.41% |
| Williams (WMB) | 0.43% | 0.41% |
| Shoals (SHLS) | 0.43% | 0.41% |
| HP (HPQ) | 0.43% | 0.41% |
| Costco (COST) | 0.43% | 0.41% |
| Occidental (OXY) | 0.43% | 0.4% |
| ESAB (ESAB) | 0.43% | 0.39% |
| Dell (DELL) | 0.43% | 0.37% |
| Datadog (DDOG) | 0.43% | 0.35% |
| Sony Financial Group Inc (SFGYY) | 0% | 0.07% |
Cash & Instruments Over Time
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