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Portfolio Diversification
Range
Most Diversified
16 instruments
March 29, 2024
Least Diversified
0 instruments
February 2, 2025
Average
14 instruments
Most Consistent Holdings
Top 5
TPL99.12%
GOOG87.45%
MSFT87.45%
MPWR87.45%
GOOGL87.29%
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) | 14.86% | 0% | 99.12% | 6/14/2026 |
| Monolithic Power (MPWR) | 9.07% | 0% | 87.45% | 6/14/2026 |
 NVIDIA (NVDA) | 7.85% | 0% | 84.65% | 6/14/2026 |
| Alphabet (GOOG) | 4.53% | 0% | 87.45% | 6/14/2026 |
| Alphabet (GOOGL) | 4.52% | 0% | 87.29% | 6/14/2026 |
 Bitcoin (BTC) | 4.51% | 0% | 60.59% | 5/12/2026 |
 USD/TRY (USDTRY) | 4.22% | 0% | 11.83% | 6/1/2023 |
 Occidental (OXY) | 4.11% | 0% | 41.89% | 6/17/2024 |
| Microsoft (MSFT) | 3.9% | 0% | 87.45% | 6/14/2026 |
 Arista (ANET) | 3.74% | 0% | 63.47% | 6/14/2026 |
 Chevron (CVX.US) | 3.51% | 0% | 41.89% | 6/17/2024 |
 D.R. Horton (DHI) | 3.36% | 0% | 66.43% | 9/19/2025 |
 Camtek (CAMT) | 3.23% | 0% | 49.32% | 6/14/2026 |
 SolarEdge (SEDG) | 2.81% | 0% | 41.89% | 6/17/2024 |
 Lululemon (LULU) | 2.72% | 0% | 62.99% | 8/5/2025 |
 IES Holdings (IESC) | 2.66% | 0% | 47.64% | 6/14/2026 |
 Catalyst Pharmaceuticals (CPRX) | 2.12% | 0% | 26.22% | 6/14/2026 |
 Old Dominion (ODFL) | 2.04% | 0% | 39.25% | 1/16/2025 |
 Apple (AAPL) | 1.83% | 0% | 39.17% | 10/15/2024 |
 TSMC (TSM) | 1.76% | 0% | 17.67% | 6/14/2026 |
 Cadence (CDNS) | 1.69% | 0% | 53.16% | 1/29/2026 |
 Coca-Cola (KO) | 1.66% | 0% | 35.49% | 3/28/2024 |
 MercadoLibre (MELI) | 1.56% | 0% | 40.37% | 6/14/2026 |
 Novo-Nordisk (NVO) | 1.56% | 0% | 32.93% | 8/5/2025 |
 McDonald's (MCD) | 1.24% | 0% | 26.7% | 3/28/2024 |
 Beyond Meat (BYND) | 1.1% | 0% | 19.58% | 9/7/2023 |
 ASML (ASML) | 0.96% | 0% | 20.7% | 6/14/2026 |
 Vertex (VRTX) | 0.6% | 0% | 8.07% | 9/26/2024 |
 Lam Research Corp (LRCX.RTH) | 0.45% | 0% | 10.63% | 6/14/2026 |
 Knorr-Bremse (KBX.DE) | 0.03% | 0% | 4.24% | 2/24/2023 |
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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