Portfolio Diversification
Range
Most Diversified
23 instruments
July 4, 2025
Least Diversified
0 instruments
May 31, 2024
Average
21.7 instruments
Most Consistent Holdings
Top 5
PFE98.4%
T98.4%
GM98.4%
SYY98.4%
BLK98.4%
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) | 7.79% | 10.68% | 87.52% | - |
 Microsoft (MSFT) | 7.54% | 0% | 85.56% | 9/30/2025 |
 Oracle (ORCL) | 6.63% | 6.8% | 75.58% | - |
| Pfizer (PFE) | 4.58% | 4.89% | 98.4% | - |
 Abbott (ABT) | 4.11% | 0% | 85.56% | 9/30/2025 |
 Merck (MRK) | 4.1% | 5.51% | 87.17% | - |
| GM (GM) | 4.03% | 5.12% | 98.4% | - |
 Ford (F) | 3.93% | 4.24% | 98.22% | - |
| AT&T (T) | 3.91% | 3.37% | 98.4% | - |
 Lockheed Martin (LMT) | 3.81% | 3.82% | 98.22% | - |
 Chevron (CVX) | 3.72% | 4.2% | 82% | - |
| BlackRock (BLK) | 3.58% | 3.37% | 98.4% | - |
 S&P Global (SPGI) | 3.53% | 3.23% | 98.4% | - |
 Kellanova (K) | 3.26% | 0% | 98.22% | 12/12/2025 |
| Sysco (SYY) | 3.26% | 3.05% | 98.4% | - |
 General Dynamics (GD) | 2.97% | 3.87% | 75.94% | - |
 Accenture (ACN) | 2.96% | 0% | 33.51% | 1/8/2025 |
 American Express (AXP) | 2.75% | 0% | 75.58% | 8/5/2025 |
 Southern Co (SO) | 2.57% | 2.75% | 82.35% | - |
 Comcast (CMCSA) | 2.51% | 3.1% | 66.31% | - |
 American Tower (AMT) | 1.71% | 2.36% | 66.31% | - |
 Sherwin-Williams (SHW) | 1.46% | 0% | 59.36% | 8/5/2025 |
 Alphabet (GOOGL) | 1.19% | 0% | 32.09% | 5/5/2025 |
 Palantir (PLTR) | 1.19% | 9.67% | 12.66% | - |
 Aramark (ARMK) | 1.18% | 0% | 32.09% | 5/5/2025 |
 Garmin (GRMN) | 1.1% | 0% | 26.38% | 9/30/2025 |
 Home Depot (HD) | 1.05% | 0% | 27.09% | 11/5/2024 |
 Iron Mountain (IRM) | 0.86% | 0% | 32.09% | 5/5/2025 |
 ExxonMobil (XOM) | 0.71% | 0% | 16.22% | 9/4/2024 |
 McKesson (MCK) | 0.68% | 5.34% | 12.66% | - |
 Ecolab (ECL) | 0.6% | 2.13% | 28.52% | - |
 Polaris (PII) | 0.54% | 4.53% | 12.3% | - |
 JPMorgan (JPM) | 0.45% | 3.73% | 12.66% | - |
 Northrop Grumman (NOC) | 0.43% | 0% | 11.23% | 9/4/2024 |
 Coinbase (COIN) | 0.35% | 0% | 9.98% | 9/30/2025 |
 Mosaic (MOS) | 0.35% | 0% | 16.22% | 9/4/2024 |
 Duke Energy (DUK) | 0.34% | 0% | 11.05% | 2/3/2025 |
 Illumina (ILMN) | 0.3% | 0% | 5.88% | 8/5/2024 |
 Cardinal Health (CAH) | 0.27% | 0% | 5.35% | 9/4/2024 |
 Boeing (BA) | 0.23% | 0% | 5.88% | 8/5/2025 |
 Honeywell (HON) | 0.2% | 0% | 4.99% | 7/3/2024 |
 Dominion Energy (D) | 0.15% | 0% | 4.99% | 7/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 8.72% | 8.77% |
| Accenture (ACN) | 8.12% | 8.75% |
| IBM (IBM) | 8.65% | 8.63% |
| Pfizer (PFE) | 5.6% | 5.08% |
| Merck (MRK) | 5.95% | 4.87% |
| Abbott (ABT) | 4.58% | 4.74% |
| Alphabet (GOOGL) | 4.36% | 4.57% |
| Chevron (CVX) | 4.53% | 4.25% |
| AT&T (T) | 3.61% | 4.14% |
| GM (GM) | 3.06% | 3.84% |
| BlackRock (BLK) | 3.1% | 3.77% |
| General Dynamics (GD) | 4.43% | 3.73% |
| Aramark (ARMK) | 4.05% | 3.69% |
| American Express (AXP) | 3.01% | 3.68% |
| Lockheed Martin (LMT) | 3.79% | 3.65% |
| S&P Global (SPGI) | 3.45% | 3.58% |
| Ford (F) | 3.75% | 3.56% |
| Kellanova (K) | 2.53% | 3.4% |
| Sysco (SYY) | 3.3% | 3.37% |
| Duke Energy (DUK) | 3.44% | 3.02% |
| Iron Mountain (IRM) | 3.07% | 2.43% |
| Sherwin-Williams (SHW) | 2.48% | 2.17% |