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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
TPL99.02%
GOOG87.96%
MSFT87.96%
MPWR87.96%
GOOGL87.81%
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) | 14.65% | 11.16% | 99.02% | - |
| Monolithic Power (MPWR) | 9.14% | 10.38% | 87.96% | - |
 NVIDIA (NVDA) | 7.93% | 9.9% | 85.31% | - |
| Alphabet (GOOG) | 4.58% | 5.38% | 87.96% | - |
| Alphabet (GOOGL) | 4.57% | 5.46% | 87.81% | - |
 Bitcoin (BTC) | 4.28% | 0% | 57.38% | 5/12/2026 |
 USD/TRY (USDTRY) | 4% | 0% | 11.2% | 6/1/2023 |
 Occidental (OXY) | 3.89% | 0% | 39.67% | 6/17/2024 |
 Arista (ANET) | 3.89% | 7.24% | 65.25% | - |
| Microsoft (MSFT) | 3.82% | 2.9% | 87.96% | - |
 Camtek (CAMT) | 3.42% | 6.66% | 51.85% | - |
 Chevron (CVX.US) | 3.33% | 0% | 39.67% | 6/17/2024 |
 D.R. Horton (DHI) | 3.18% | 0% | 62.91% | 9/19/2025 |
 IES Holdings (IESC) | 2.93% | 8.03% | 50.26% | - |
 SolarEdge (SEDG) | 2.66% | 0% | 39.67% | 6/17/2024 |
 Lululemon (LULU) | 2.57% | 0% | 59.65% | 8/5/2025 |
 TSMC (TSM) | 2.23% | 10.88% | 21.88% | - |
 Catalyst Pharmaceuticals (CPRX) | 2.22% | 0% | 27.1% | 7/17/2026 |
 Old Dominion (ODFL) | 1.94% | 0% | 37.17% | 1/16/2025 |
 Apple (AAPL) | 1.74% | 0% | 37.09% | 10/15/2024 |
 Cadence (CDNS) | 1.6% | 0% | 50.34% | 1/29/2026 |
 MercadoLibre (MELI) | 1.6% | 2.45% | 43.38% | - |
 Coca-Cola (KO) | 1.57% | 0% | 33.61% | 3/28/2024 |
 Novo-Nordisk (NVO) | 1.48% | 0% | 31.19% | 8/5/2025 |
 ASML (ASML) | 1.19% | 5.57% | 24.75% | - |
 McDonald's (MCD) | 1.18% | 0% | 25.28% | 3/28/2024 |
 Beyond Meat (BYND) | 1.04% | 0% | 18.55% | 9/7/2023 |
 Lam Research Corp (LRCX.RTH) | 0.69% | 4.96% | 15.22% | - |
 Vertex (VRTX) | 0.57% | 0% | 7.65% | 9/26/2024 |
 Amphenol (APH) | 0.03% | 5.41% | 0.53% | - |
 Knorr-Bremse (KBX.DE) | 0.03% | 0% | 4.01% | 2/24/2023 |
 Eli Lilly (LLY) | 0.02% | 3.61% | 0.53% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 3.71% | 10.92% |
| Texas Pacific (TPL) | 11.12% | 10.59% |
| TSMC (TSM) | 14.86% | 10.03% |
| Monolithic Power (MPWR) | 7.42% | 9.1% |
| Catalyst Pharmaceuticals (CPRX) | 12.12% | 8.63% |
| Arista (ANET) | 5.93% | 6.37% |
| Alphabet (GOOGL) | 3.71% | 6.3% |
| Alphabet (GOOG) | 3.71% | 6.28% |
| Camtek (CAMT) | 7.42% | 6.12% |
| Bitcoin (BTC) | 7.41% | 6.1% |
| IES Holdings (IESC) | 5.12% | 5.77% |
| ASML (ASML) | 5.56% | 4.3% |
| Microsoft (MSFT) | 3.71% | 3.69% |
| MercadoLibre (MELI) | 4.45% | 3.27% |
| Cadence (CDNS) | 3.71% | 2.5% |
Cash & Instruments Over Time
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