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Portfolio Diversification
Range
Most Diversified
23 instruments
July 4, 2025
Least Diversified
0 instruments
May 31, 2024
Average
21.6 instruments
Most Consistent Holdings
Top 5
PFE98.28%
T98.28%
GM98.28%
SYY98.28%
BLK98.28%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 31, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 IBM (IBM) | 7.86% | 10.25% | 87.76% | - |
 Microsoft (MSFT) | 7.3% | 0% | 82.76% | 9/30/2025 |
 Oracle (ORCL) | 6.62% | 7.01% | 76.21% | - |
| Pfizer (PFE) | 4.58% | 4.73% | 98.28% | - |
 Merck (MRK) | 4.14% | 5.79% | 87.41% | - |
| GM (GM) | 4.06% | 5.16% | 98.28% | - |
 Abbott (ABT) | 3.98% | 0% | 82.76% | 9/30/2025 |
 Ford (F) | 3.93% | 4.06% | 98.1% | - |
| AT&T (T) | 3.89% | 3.43% | 98.28% | - |
 Lockheed Martin (LMT) | 3.8% | 3.86% | 98.1% | - |
 Chevron (CVX) | 3.73% | 4.28% | 82.41% | - |
| BlackRock (BLK) | 3.57% | 3.33% | 98.28% | - |
 S&P Global (SPGI) | 3.52% | 3.38% | 98.28% | - |
| Sysco (SYY) | 3.25% | 3.03% | 98.28% | - |
 Kellanova (K) | 3.16% | 0% | 95% | 12/12/2025 |
 General Dynamics (GD) | 2.99% | 3.87% | 76.55% | - |
 Accenture (ACN) | 2.86% | 0% | 32.41% | 1/8/2025 |
 American Express (AXP) | 2.66% | 0% | 73.1% | 8/5/2025 |
 Southern Co (SO) | 2.57% | 2.85% | 82.76% | - |
 Comcast (CMCSA) | 2.54% | 3.42% | 67.24% | - |
 American Tower (AMT) | 1.73% | 2.3% | 67.24% | - |
 Palantir (PLTR) | 1.46% | 9.39% | 15.34% | - |
 Sherwin-Williams (SHW) | 1.41% | 0% | 57.41% | 8/5/2025 |
 Alphabet (GOOGL) | 1.15% | 0% | 31.03% | 5/5/2025 |
 Aramark (ARMK) | 1.14% | 0% | 31.03% | 5/5/2025 |
 Garmin (GRMN) | 1.07% | 0% | 25.52% | 9/30/2025 |
 Home Depot (HD) | 1.02% | 0% | 26.21% | 11/5/2024 |
 Iron Mountain (IRM) | 0.84% | 0% | 31.03% | 5/5/2025 |
 McKesson (MCK) | 0.82% | 5.41% | 15.34% | - |
 ExxonMobil (XOM) | 0.69% | 0% | 15.69% | 9/4/2024 |
 Polaris (PII) | 0.66% | 4.23% | 15% | - |
 Ecolab (ECL) | 0.64% | 2.13% | 30.69% | - |
 JPMorgan (JPM) | 0.56% | 3.78% | 15.34% | - |
 Northrop Grumman (NOC) | 0.42% | 0% | 10.86% | 9/4/2024 |
 Coinbase (COIN) | 0.34% | 0% | 9.66% | 9/30/2025 |
 Mosaic (MOS) | 0.34% | 0% | 15.69% | 9/4/2024 |
 Duke Energy (DUK) | 0.33% | 0% | 10.69% | 2/3/2025 |
 Illumina (ILMN) | 0.29% | 0% | 5.69% | 8/5/2024 |
 Cardinal Health (CAH) | 0.26% | 0% | 5.17% | 9/4/2024 |
 Boeing (BA) | 0.22% | 0% | 5.69% | 8/5/2025 |
 Honeywell (HON) | 0.19% | 0% | 4.83% | 7/3/2024 |
 Dominion Energy (D) | 0.15% | 0% | 4.83% | 7/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| IBM (IBM) | 8.49% | 10.25% |
| Palantir (PLTR) | 10.36% | 9.39% |
| Oracle (ORCL) | 6.69% | 7.01% |
| Merck (MRK) | 6.15% | 5.79% |
| McKesson (MCK) | 5.54% | 5.41% |
| GM (GM) | 2.84% | 5.16% |
| Pfizer (PFE) | 5.59% | 4.73% |
| Chevron (CVX) | 4.45% | 4.28% |
| Polaris (PII) | 4.31% | 4.23% |
| Ford (F) | 3.29% | 4.06% |
| General Dynamics (GD) | 3.94% | 3.87% |
| Lockheed Martin (LMT) | 3.98% | 3.86% |
| JPMorgan (JPM) | 4.03% | 3.78% |
| AT&T (T) | 3.51% | 3.43% |
| Comcast (CMCSA) | 4.28% | 3.42% |
| S&P Global (SPGI) | 3.26% | 3.38% |
| BlackRock (BLK) | 2.78% | 3.33% |
| Sysco (SYY) | 3.21% | 3.03% |
| Southern Co (SO) | 3.04% | 2.85% |
| American Tower (AMT) | 3.14% | 2.3% |
| Ecolab (ECL) | 2.39% | 2.13% |
Cash & Instruments Over Time
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