Portfolio Diversification
Range
Most Diversified
23 instruments
July 4, 2025
Least Diversified
0 instruments
May 31, 2024
Average
21.8 instruments
Most Consistent Holdings
Top 5
PFE98.62%
T98.62%
F98.62%
LMT98.62%
K98.62%
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 |
|---|---|---|---|---|
 Microsoft (MSFT) | 8.33% | 0% | 94.49% | 9/30/2025 |
 IBM (IBM) | 7.56% | 9.77% | 86.61% | - |
 Oracle (ORCL) | 6.5% | 9.93% | 73.62% | - |
| Pfizer (PFE) | 4.6% | 4.66% | 98.62% | - |
 Abbott (ABT) | 4.54% | 0% | 94.49% | 9/30/2025 |
 Merck (MRK) | 4.02% | 4.73% | 86.22% | - |
 GM (GM) | 4% | 3.64% | 98.62% | - |
| AT&T (T) | 3.98% | 3.57% | 98.62% | - |
| Ford (F) | 3.94% | 3.68% | 98.62% | - |
| Lockheed Martin (LMT) | 3.84% | 4.01% | 98.62% | - |
 Chevron (CVX) | 3.69% | 4.32% | 80.71% | - |
 BlackRock (BLK) | 3.63% | 3.58% | 98.62% | - |
 S&P Global (SPGI) | 3.59% | 3.07% | 98.62% | - |
| Kellanova (K) | 3.3% | 3.09% | 98.62% | - |
 Sysco (SYY) | 3.29% | 3.27% | 98.62% | - |
 Accenture (ACN) | 3.27% | 0% | 37.01% | 1/8/2025 |
 American Express (AXP) | 3.04% | 0% | 83.46% | 8/5/2025 |
 General Dynamics (GD) | 2.9% | 3.85% | 74.21% | - |
 Southern Co (SO) | 2.55% | 3.18% | 80.91% | - |
 Comcast (CMCSA) | 2.46% | 3.36% | 63.19% | - |
 American Tower (AMT) | 1.66% | 2.51% | 63.19% | - |
 Sherwin-Williams (SHW) | 1.61% | 0% | 65.55% | 8/5/2025 |
 Alphabet (GOOGL) | 1.32% | 0% | 35.43% | 5/5/2025 |
 Aramark (ARMK) | 1.3% | 0% | 35.43% | 5/5/2025 |
 Garmin (GRMN) | 1.22% | 0% | 29.13% | 9/30/2025 |
 Home Depot (HD) | 1.16% | 0% | 29.92% | 11/5/2024 |
 Iron Mountain (IRM) | 0.95% | 0% | 35.43% | 5/5/2025 |
 ExxonMobil (XOM) | 0.79% | 0% | 17.91% | 9/4/2024 |
 Northrop Grumman (NOC) | 0.48% | 0% | 12.4% | 9/4/2024 |
 Ecolab (ECL) | 0.45% | 2.26% | 21.65% | - |
 Coinbase (COIN) | 0.39% | 0% | 11.02% | 9/30/2025 |
 Palantir (PLTR) | 0.39% | 9.54% | 4.13% | - |
 Mosaic (MOS) | 0.39% | 0% | 17.91% | 9/4/2024 |
 Duke Energy (DUK) | 0.38% | 0% | 12.2% | 2/3/2025 |
 Illumina (ILMN) | 0.33% | 0% | 6.5% | 8/5/2024 |
 Cardinal Health (CAH) | 0.3% | 0% | 5.91% | 9/4/2024 |
 Boeing (BA) | 0.25% | 0% | 6.5% | 8/5/2025 |
 Honeywell (HON) | 0.22% | 0% | 5.51% | 7/3/2024 |
 McKesson (MCK) | 0.21% | 5.16% | 4.13% | - |
 Polaris (PII) | 0.17% | 4.48% | 4.13% | - |
 Dominion Energy (D) | 0.17% | 0% | 5.51% | 7/3/2024 |
 JPMorgan (JPM) | 0.15% | 3.53% | 4.13% | - |
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% |