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Portfolio Diversification
Range
Most Diversified
38 instruments
May 23, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.2 instruments
Most Consistent Holdings
Top 5
AAPL99.6%
MSFT99.6%
BRK.B99.6%
LLY99.6%
NVDA92.59%
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) | 8.85% | 7.99% | 99.6% | - |
 Invesco QQQ (QQQ) | 7.21% | 0% | 82.21% | 10/30/2025 |
| Eli Lilly (LLY) | 6.11% | 6.13% | 99.6% | - |
| Apple (AAPL) | 5.67% | 6.52% | 99.6% | - |
 Broadcom (AVGO) | 4.59% | 0% | 64.49% | 4/9/2026 |
| NVIDIA (NVDA) | 4.56% | 7.27% | 92.59% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 3.7% | 0% | 33.09% | 2/5/2025 |
| Microsoft (MSFT) | 3.36% | 2.76% | 99.6% | - |
 UnitedHealth (UNH) | 3.01% | 0% | 63.85% | 10/30/2025 |
 Caterpillar (CAT) | 2.99% | 9% | 67.63% | - |
 Mastercard (MA) | 2.92% | 0% | 62.96% | 10/30/2025 |
 Crowdstrike (CRWD) | 2.86% | 0% | 51.77% | 4/9/2026 |
 Realty Income (O) | 2.27% | 0% | 30.6% | 1/23/2024 |
 Meta (META) | 2.11% | 0% | 58.78% | 4/9/2026 |
 AMD (AMD) | 2.04% | 0% | 56.92% | 12/18/2024 |
 Tesla (TSLA) | 1.76% | 2.57% | 76.09% | - |
 Alphabet (GOOG) | 1.61% | 4.57% | 49.28% | - |
 Vertex (VRTX) | 1.42% | 0% | 39.13% | 9/25/2024 |
 Waste Management (WM) | 1.34% | 0% | 59.74% | 6/27/2025 |
 Amazon (AMZN) | 1.2% | 4.06% | 84.86% | - |
 ARK Innovation ETF (ARKK) | 1.13% | 0% | 40.34% | 5/24/2024 |
 McDonald's (MCD) | 1.12% | 0% | 33.98% | 3/6/2024 |
 TSMC (TSM) | 0.96% | 0% | 27.29% | 4/9/2026 |
 O'Reilly Auto (ORLY) | 0.95% | 0% | 34.46% | 11/3/2025 |
 Deckers (DECK) | 0.91% | 0% | 27.21% | 2/10/2025 |
 T-Mobile (TMUS) | 0.91% | 0% | 48.95% | 9/10/2025 |
 Booking (BKNG) | 0.8% | 0% | 20.77% | 10/27/2025 |
 Texas Pacific (TPL) | 0.79% | 0% | 13.61% | 6/27/2025 |
 PepsiCo (PEP) | 0.79% | 0% | 30.76% | 1/25/2024 |
 Deere (DE) | 0.78% | 0% | 29.15% | 1/22/2024 |
 KLA (KLAC) | 0.75% | 0% | 15.62% | 12/18/2024 |
 iShares MSCI China ETF (MCHI) | 0.6% | 0% | 31.16% | 1/30/2024 |
 iShares Silver Trust (SLV) | 0.6% | 3.24% | 16.99% | - |
 Trane (TT) | 0.54% | 0% | 18.84% | 4/9/2026 |
 McKesson (MCK) | 0.54% | 0% | 30.6% | 4/9/2026 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.53% | 1.68% | 14.25% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.5% | 8.72% | 6.92% | - |
 SPDR Gold MiniShares Trust (GLDM) | 0.46% | 2.69% | 16.75% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.45% | 10.29% | 5.64% | - |
 Chipotle (CMG) | 0.43% | 0% | 21.1% | 1/7/2025 |
 Linde (LIN) | 0.43% | 4.95% | 33.49% | - |
 Spotify (SPOT) | 0.42% | 0% | 17.31% | 9/10/2025 |
 Arista (ANET) | 0.4% | 0% | 30.11% | 2/28/2025 |
 KraneShares CSI China Internet (KWEB) | 0.39% | 0% | 30.52% | 1/22/2024 |
 JPMorgan (JPM) | 0.37% | 0% | 28.26% | 4/9/2026 |
 AbbVie (ABBV) | 0.33% | 0% | 11.11% | 5/22/2023 |
 Eaton (ETN) | 0.33% | 0% | 13.61% | 4/9/2026 |
 Parker-Hannifin (PH) | 0.33% | 0% | 12.24% | 4/9/2026 |
 Hims & Hers (HIMS) | 0.29% | 0% | 11.27% | 10/27/2025 |
 Chubb (CB) | 0.27% | 0% | 12.88% | 5/22/2026 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.27% | 1.68% | 12.56% | - |
 Oracle (ORCL) | 0.26% | 0% | 9.82% | 10/27/2025 |
 BlackRock (BLK) | 0.25% | 0% | 30.76% | 1/25/2024 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.24% | 0% | 4.59% | 5/22/2026 |
 Medpace (MEDP) | 0.22% | 0% | 8.94% | 9/25/2024 |
 Novo-Nordisk (NVO) | 0.21% | 0% | 18.68% | 1/22/2024 |
 Sea (SE) | 0.21% | 0% | 9.9% | 10/27/2025 |
 Boston Scientific (BSX.US) | 0.21% | 0% | 9.9% | 10/27/2025 |
 Hormel (HRL) | 0.19% | 0% | 11.35% | 5/25/2023 |
 Intuitive Surgical (ISRG) | 0.19% | 0% | 11.35% | 6/27/2025 |
 Walmart (WMT) | 0.19% | 0% | 12.56% | 6/27/2025 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.18% | 0% | 11.35% | 5/25/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.18% | 0% | 1.77% | 1/23/2023 |
 Netflix (NFLX) | 0.17% | 0% | 7.73% | 9/10/2025 |
 STAG (STAG) | 0.17% | 0% | 2.5% | 2/2/2023 |
 HSBC (HSBA.L) | 0.15% | 0% | 30.6% | 1/23/2024 |
 Palantir (PLTR) | 0.14% | 0% | 5.96% | 11/7/2025 |
 Nebius Group NV (NBIS) | 0.13% | 0% | 4.67% | 11/7/2025 |
 ADP (ADP) | 0.12% | 0% | 6.12% | 9/10/2025 |
 LVMH (MC.PA) | 0.12% | 0% | 10.55% | 6/1/2023 |
 Robinhood Markets Inc. (HOOD) | 0.11% | 0% | 4.03% | 10/30/2025 |
 Arthur J. Gallagher (AJG) | 0.1% | 0% | 19.89% | 1/22/2024 |
 Cigna (CI) | 0.1% | 0% | 11.59% | 4/9/2026 |
 Progressive (PGR) | 0.1% | 0% | 23.43% | 10/27/2025 |
 Merck (MRK) | 0.09% | 0% | 19.65% | 1/22/2024 |
 AstraZeneca (AZN) | 0.09% | 0% | 19.4% | 1/22/2024 |
 Disney (DIS) | 0.09% | 0% | 30.52% | 1/22/2024 |
 Valmont (VMI) | 0.07% | 2.21% | 3.38% | - |
 Costco (COST) | 0.07% | 0% | 3.46% | 4/18/2024 |
 Vanguard Total International Stock ETF (VXUS) | 0.07% | 0% | 6.92% | 4/9/2026 |
 Waste Connections (WCN) | 0.07% | 0% | 8.05% | 4/14/2023 |
 Corteva (CTVA) | 0.07% | 1.91% | 3.38% | - |
 Amgen (AMGN) | 0.06% | 0% | 2.01% | 2/16/2024 |
 TJX (TJX) | 0.06% | 0% | 10.79% | 4/9/2026 |
 Johnson & Johnson (JNJ) | 0.06% | 0% | 9.66% | 4/9/2026 |
 Marriott (MAR) | 0.05% | 0% | 8.86% | 4/9/2026 |
 Gilead Sciences (GILD) | 0.05% | 0% | 6.6% | 4/9/2026 |
 Morgan Stanley (MS) | 0.04% | 0% | 6.6% | 4/9/2026 |
 Boeing (BA) | 0.04% | 0% | 11.35% | 5/25/2023 |
 NEXTracker (NXT.US) | 0.03% | 2.64% | 1.21% | - |
 TechnipFMC (FTI) | 0.03% | 2.49% | 1.21% | - |
 Visa (V) | 0.03% | 0% | 1.77% | 1/23/2023 |
 Quanta Services (PWR) | 0.02% | 0% | 1.69% | 2/12/2025 |
 Coca-Cola (KO) | 0.02% | 0% | 2.01% | 1/26/2023 |
 Hershey (HSY) | 0.02% | 0% | 18.76% | 1/22/2024 |
 Amphenol (APH) | 0.01% | 0% | 0.48% | 11/3/2025 |
 Ishares Expanded Tech-Softwa (IGV) | 0.01% | 2.97% | 0.4% | - |
 Zoetis (ZTS) | 0.01% | 0% | 0.32% | 11/3/2025 |
 Aon (AON) | 0% | 0% | 0.64% | 5/30/2023 |
 CHF/JPY (CHFJPY) | 0% | 0% | 0.08% | 3/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Broadcom (AVGO) | 5.65% | 10.04% |
| Berkshire Hathaway (BRK.B) | 7.26% | 8.84% |
| Eli Lilly (LLY) | 5.32% | 8.7% |
| NVIDIA (NVDA) | 1.66% | 7.11% |
| Crowdstrike (CRWD) | 6.37% | 6.22% |
| Apple (AAPL) | 2.77% | 6.2% |
| Meta (META) | 6.09% | 4.45% |
| TSMC (TSM) | 5.54% | 4.23% |
| Alphabet (GOOG) | 3.43% | 4.22% |
| Microsoft (MSFT) | 2.77% | 3.44% |
| Tesla (TSLA) | 2.93% | 3.18% |
| iShares Silver Trust (SLV) | 3.32% | 3.08% |
| Caterpillar (CAT) | 4.43% | 3.07% |
| McKesson (MCK) | 4.43% | 2.81% |
| Parker-Hannifin (PH) | 3.88% | 2.58% |
| SPDR Gold MiniShares Trust (GLDM) | 3.32% | 2.27% |
| Trane (TT) | 3.88% | 2.24% |
| Eaton (ETN) | 3.88% | 2.14% |
| Amazon (AMZN) | 1.94% | 1.65% |
| Chubb (CB) | 0.55% | 0.37% |
| Cigna (CI) | 0.55% | 0.37% |
| JPMorgan (JPM) | 0.55% | 0.36% |
| Johnson & Johnson (JNJ) | 0.55% | 0.36% |
| Marriott (MAR) | 0.55% | 0.35% |
| TJX (TJX) | 0.55% | 0.35% |
Cash & Instruments Over Time
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