Loading...
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
TPL99.25%
GOOG87.15%
MSFT87.15%
MPWR87.15%
GOOGL86.98%
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) | 15.01% | 12.09% | 99.25% | - |
| Monolithic Power (MPWR) | 8.98% | 11.85% | 87.15% | - |
 NVIDIA (NVDA) | 7.81% | 8.75% | 84.25% | - |
 Bitcoin (BTC) | 4.65% | 0% | 61.94% | 4/30/2026 |
| Alphabet (GOOG) | 4.5% | 5.71% | 87.15% | - |
| Alphabet (GOOGL) | 4.48% | 5.78% | 86.98% | - |
 USD/TRY (USDTRY) | 4.38% | 0% | 12.27% | 6/1/2023 |
 Occidental (OXY) | 4.26% | 0% | 43.45% | 6/17/2024 |
| Microsoft (MSFT) | 3.96% | 2.33% | 87.15% | - |
 Arista (ANET) | 3.67% | 0% | 62.27% | 4/30/2026 |
 Chevron (CVX) | 3.64% | 0% | 43.45% | 6/17/2024 |
 D.R. Horton (DHI) | 3.48% | 0% | 68.91% | 9/19/2025 |
 Camtek (CAMT) | 3.07% | 8.26% | 47.6% | - |
 SolarEdge (SEDG) | 2.92% | 0% | 43.45% | 6/17/2024 |
 Lululemon (LULU) | 2.82% | 0% | 65.34% | 8/5/2025 |
 IES Holdings (IESC) | 2.48% | 7.14% | 45.85% | - |
 Old Dominion (ODFL) | 2.12% | 0% | 40.71% | 1/16/2025 |
 Apple (AAPL) | 1.9% | 0% | 40.63% | 10/15/2024 |
 Catalyst Pharmaceuticals (CPRX) | 1.89% | 7.78% | 23.63% | - |
 Cadence (CDNS) | 1.75% | 0% | 55.14% | 1/29/2026 |
 Coca-Cola (KO) | 1.72% | 0% | 36.82% | 3/28/2024 |
 Novo-Nordisk (NVO) | 1.62% | 0% | 34.16% | 8/5/2025 |
 MercadoLibre (MELI) | 1.55% | 2.16% | 38.31% | - |
 TSMC (TSM) | 1.45% | 9.71% | 14.76% | - |
 McDonald's (MCD) | 1.29% | 0% | 27.69% | 3/28/2024 |
 Beyond Meat (BYND) | 1.14% | 0% | 20.32% | 9/7/2023 |
 ASML (ASML) | 0.82% | 4.3% | 17.91% | - |
 Vertex (VRTX) | 0.62% | 0% | 8.37% | 9/26/2024 |
 Lam Research Corp (LRCX.RTH) | 0.3% | 3.87% | 7.46% | - |
 Knorr-Bremse (KBX.DE) | 0.03% | 0% | 4.39% | 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
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.