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Portfolio Diversification
Range
Most Diversified
32 instruments
July 12, 2025
Least Diversified
0 instruments
February 2, 2025
Average
25.7 instruments
Most Consistent Holdings
Top 5
DIS99.48%
GOOG99.39%
AMZN99.39%
NFLX99.39%
META99.31%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 10.75% | 0% | 61.02% | 3/5/2026 |
| Meta (META) | 8.42% | 3.04% | 99.31% | - |
| Alphabet (GOOG) | 7.29% | 3.85% | 99.39% | - |
| Amazon (AMZN) | 6.71% | 1.6% | 99.39% | - |
| Netflix (NFLX) | 6.4% | 4.45% | 99.39% | - |
 Microsoft (MSFT) | 5.42% | 1.19% | 99.31% | - |
 PayPal (PYPL) | 3.34% | 1.38% | 99.05% | - |
 Bank of America (BAC) | 2.92% | 1.42% | 74.39% | - |
 Arch Capital (ACGL) | 2.67% | 1.89% | 68.23% | - |
 HCA (HCA) | 2.62% | 0% | 49.39% | 6/10/2025 |
 Extra Space (EXR) | 2.28% | 0% | 54.43% | 8/1/2025 |
 Lowe's (LOW) | 2.27% | 1.12% | 72.48% | - |
 Autozone (AZO) | 2.22% | 4.39% | 54.17% | - |
 O'Reilly Auto (ORLY) | 1.86% | 2.17% | 54.08% | - |
 NVR (NVR) | 1.77% | 1.11% | 51.22% | - |
 CVS Health (CVS) | 1.59% | 0% | 49.57% | 7/18/2025 |
 Progressive (PGR) | 1.56% | 3.86% | 51.22% | - |
 Ulta (ULTA) | 1.53% | 0% | 33.94% | 12/5/2024 |
 Ross Stores (ROST) | 1.48% | 3.01% | 57.81% | - |
 Fastenal (FAST) | 1.44% | 1.37% | 51.39% | - |
| Disney (DIS) | 1.36% | 1.03% | 99.48% | - |
 Apple (AAPL) | 1.35% | 1.87% | 64.84% | - |
 Domino's (DPZ) | 1.08% | 1.98% | 40.02% | - |
 Alibaba (BABA) | 0.93% | 0% | 66.32% | 2/14/2025 |
 Visa (V) | 0.91% | 2.16% | 33.51% | - |
 Moody's (MCO) | 0.85% | 1.64% | 48.96% | - |
 Mastercard (MA) | 0.84% | 2.05% | 33.68% | - |
 Centene (CNC) | 0.84% | 0% | 19.97% | 7/31/2024 |
 Comcast (CMCSA) | 0.8% | 0% | 79.51% | 7/17/2025 |
 Cummins (CMI) | 0.79% | 2.16% | 25.43% | - |
 UnitedHealth (UNH) | 0.77% | 2.86% | 25.09% | - |
 Alphabet (GOOGL) | 0.73% | 0% | 48.18% | 7/18/2024 |
 S&P Global (SPGI) | 0.69% | 0% | 47.48% | 7/10/2024 |
 CarMax (KMX) | 0.63% | 0% | 79.69% | 7/18/2025 |
 Goldman Sachs (GS) | 0.59% | 0% | 36.55% | 3/4/2024 |
 Enphase (ENPH) | 0.59% | 0% | 14.58% | 6/6/2024 |
 Citi (C) | 0.57% | 0% | 46.44% | 6/28/2024 |
 Intel (INTC) | 0.57% | 0% | 79.69% | 7/18/2025 |
 SAP (SAP.DE) | 0.55% | 0% | 9.81% | 1/22/2026 |
 Wells Fargo (WFC) | 0.52% | 0% | 37.15% | 3/12/2024 |
 KKR (KKR) | 0.51% | 0% | 29.34% | 12/12/2023 |
 Bristol-Myers Squibb (BMY) | 0.51% | 0% | 13.45% | 7/26/2024 |
 Micron (MU) | 0.49% | 0% | 36.28% | 3/1/2024 |
 Expeditors (EXPD) | 0.44% | 1.82% | 22.74% | - |
 Regeneron (REGN) | 0.36% | 0% | 23.87% | 12/3/2025 |
 Lululemon (LULU) | 0.34% | 3.13% | 10.59% | - |
 Coca-Cola (KO) | 0.33% | 0% | 11.02% | 2/24/2025 |
 Waste Management (WM) | 0.3% | 3.52% | 9.64% | - |
 TJX (TJX) | 0.23% | 1.1% | 20.4% | - |
 Nike (NKE) | 0.22% | 0% | 12.33% | 7/16/2025 |
 Aon (AON) | 0.22% | 1.63% | 13.37% | - |
 Novo-Nordisk (NVO) | 0.18% | 0% | 13.37% | 7/29/2025 |
 Autodesk (ADSK) | 0.16% | 0% | 16.06% | 7/1/2024 |
 Globe Life (GL) | 0.13% | 0% | 5.99% | 7/16/2024 |
 Eversource (ES) | 0.12% | 0% | 2.43% | 12/27/2023 |
 iShares iBonds Dec 2026 Term $ Corp UCITS ETF (D26A.L) | 0.1% | 0% | 2.95% | 1/9/2025 |
 D.R. Horton (DHI) | 0.1% | 0% | 3.65% | 2/13/2023 |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 0.06% | 33.76% | 0.17% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.05% | 0% | 1.48% | 9/18/2025 |
 Legal & General (LGEN.L) | 0.04% | 0% | 0.09% | 8/21/2025 |
 Saab (SAABB.ST) | 0.04% | 0% | 1.3% | 10/14/2025 |
 Tesla (TSLA) | 0.03% | 0% | 1.82% | 10/3/2025 |
 Uber (UBER) | 0.02% | 0% | 0.78% | 7/16/2025 |
 M&G (MNG.L) | 0.01% | 0% | 0.09% | 9/11/2025 |
 Chevron (CVX) | 0.01% | 3.35% | 0.17% | - |
 AppLovin (APP) | 0.01% | 0% | 0.17% | 10/1/2025 |
 Bitcoin (BTC) | 0% | 0% | 5.82% | 9/16/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 31.92% | 30.52% |
| SAP (SAP.DE) | 7.37% | 6.07% |
| Ross Stores (ROST) | 3.8% | 4.42% |
| Autozone (AZO) | 4.63% | 4.01% |
| Alphabet (GOOG) | 1.79% | 3.97% |
| Lululemon (LULU) | 4.29% | 3.74% |
| Cummins (CMI) | 2.89% | 3.66% |
| UnitedHealth (UNH) | 3.46% | 3.22% |
| Waste Management (WM) | 3.19% | 3.07% |
| Meta (META) | 1.79% | 3.04% |
| Netflix (NFLX) | 1.79% | 2.44% |
| Visa (V) | 2.46% | 2.34% |
| O'Reilly Auto (ORLY) | 2.55% | 2.32% |
| Mastercard (MA) | 2.34% | 2.19% |
| Progressive (PGR) | 2.41% | 2.17% |
| Domino's (DPZ) | 2.36% | 1.97% |
| Apple (AAPL) | 1.79% | 1.93% |
| Arch Capital (ACGL) | 1.72% | 1.82% |
| Expeditors (EXPD) | 1.55% | 1.8% |
| Moody's (MCO) | 1.9% | 1.74% |
| Amazon (AMZN) | 0.86% | 1.69% |
| PayPal (PYPL) | 3.58% | 1.67% |
| Aon (AON) | 1.8% | 1.65% |
| Bank of America (BAC) | 0.86% | 1.57% |
| Microsoft (MSFT) | 0.85% | 1.38% |
| Fastenal (FAST) | 1.22% | 1.16% |
| NVR (NVR) | 1.46% | 1.14% |
| Disney (DIS) | 1.43% | 1.13% |
| Lowe's (LOW) | 0.91% | 1.05% |
| TJX (TJX) | 0.97% | 1.03% |
Cash & Instruments Over Time
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