Portfolio Diversification
Range
Most Diversified
16 instruments
March 29, 2024
Least Diversified
0 instruments
February 2, 2025
Average
13.9 instruments
Most Consistent Holdings
Top 5
TPL99.35%
GOOG85.69%
MSFT85.69%
MPWR85.69%
GOOGL85.5%
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 |
|---|---|---|---|---|
| Texas Pacific (TPL) | 15.27% | 10.28% | 99.35% | - |
| Monolithic Power (MPWR) | 8.88% | 9.47% | 85.69% | - |
 NVIDIA (NVDA) | 7.6% | 10.22% | 82.41% | - |
 USD/TRY (USDTRY) | 4.94% | 0% | 13.84% | 6/1/2023 |
 Occidental (OXY) | 4.81% | 0% | 49.02% | 6/17/2024 |
 Bitcoin (BTC) | 4.65% | 6.14% | 57.53% | - |
| Alphabet (GOOG) | 4.37% | 6.2% | 85.69% | - |
| Alphabet (GOOGL) | 4.35% | 6.2% | 85.5% | - |
 Chevron (CVX) | 4.11% | 0% | 49.02% | 6/17/2024 |
| Microsoft (MSFT) | 4.1% | 3.64% | 85.69% | - |
 D.R. Horton (DHI) | 3.93% | 0% | 77.74% | 9/19/2025 |
 Arista (ANET) | 3.41% | 6.05% | 57.72% | - |
 SolarEdge (SEDG) | 3.29% | 0% | 49.02% | 6/17/2024 |
 Lululemon (LULU) | 3.18% | 0% | 73.71% | 8/5/2025 |
 Camtek (CAMT) | 2.51% | 6.44% | 41.07% | - |
 Old Dominion (ODFL) | 2.39% | 0% | 45.93% | 1/16/2025 |
 Apple (AAPL) | 2.14% | 0% | 45.84% | 10/15/2024 |
 IES Holdings (IESC) | 2.03% | 6.81% | 39.1% | - |
 Coca-Cola (KO) | 1.94% | 0% | 41.53% | 3/28/2024 |
 Cadence (CDNS) | 1.87% | 2.58% | 58% | - |
 Novo-Nordisk (NVO) | 1.83% | 0% | 38.54% | 8/5/2025 |
 McDonald's (MCD) | 1.46% | 0% | 31.24% | 3/28/2024 |
 MercadoLibre (MELI) | 1.4% | 3.27% | 30.59% | - |
 Beyond Meat (BYND) | 1.29% | 0% | 22.92% | 9/7/2023 |
 Catalyst Pharmaceuticals (CPRX) | 1.13% | 8.72% | 14.03% | - |
 Vertex (VRTX) | 0.7% | 0% | 9.45% | 9/26/2024 |
 TSMC (TSM) | 0.38% | 9.63% | 4.02% | - |
 ASML (ASML) | 0.32% | 4.33% | 7.58% | - |
 Knorr-Bremse (KBX.DE) | 0.03% | 0% | 4.96% | 2/24/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Texas Pacific (TPL) | 13.38% | 18.85% |
| NVIDIA (NVDA) | 4.46% | 10.93% |
| Bitcoin (BTC) | 8.92% | 8.96% |
| Monolithic Power (MPWR) | 8.92% | 8.24% |
| Arista (ANET) | 7.14% | 7.47% |
| Camtek (CAMT) | 8.92% | 6.47% |
| Alphabet (GOOGL) | 4.46% | 5.29% |
| Alphabet (GOOG) | 4.46% | 5.29% |
| Microsoft (MSFT) | 4.46% | 4.47% |
| D.R. Horton (DHI) | 4.46% | 4.38% |
| Novo-Nordisk (NVO) | 8.92% | 4.18% |
| IES Holdings (IESC) | 6.16% | 4.14% |
| Lululemon (LULU) | 4.46% | 3.98% |
| Old Dominion (ODFL) | 6.25% | 3.9% |
| Cadence (CDNS) | 4.46% | 3.34% |