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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
TPL99.4%
GOOG86.81%
MSFT86.81%
MPWR86.81%
GOOGL86.64%
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) | 15.07% | 17.08% | 99.4% | - |
| Monolithic Power (MPWR) | 8.93% | 9.2% | 86.81% | - |
 NVIDIA (NVDA) | 7.77% | 9.19% | 83.79% | - |
 Bitcoin (BTC) | 4.68% | 4.43% | 60.78% | - |
 USD/TRY (USDTRY) | 4.55% | 0% | 12.76% | 6/1/2023 |
| Alphabet (GOOG) | 4.48% | 5.26% | 86.81% | - |
| Alphabet (GOOGL) | 4.46% | 5.3% | 86.64% | - |
 Occidental (OXY) | 4.43% | 0% | 45.17% | 6/17/2024 |
| Microsoft (MSFT) | 4.02% | 2.63% | 86.81% | - |
 Chevron (CVX) | 3.79% | 0% | 45.17% | 6/17/2024 |
 D.R. Horton (DHI) | 3.62% | 0% | 71.64% | 9/19/2025 |
 Arista (ANET) | 3.6% | 5.66% | 61.03% | - |
 SolarEdge (SEDG) | 3.03% | 0% | 45.17% | 6/17/2024 |
 Lululemon (LULU) | 2.93% | 0% | 67.93% | 8/5/2025 |
 Camtek (CAMT) | 2.88% | 7.49% | 45.69% | - |
 IES Holdings (IESC) | 2.34% | 5.73% | 43.88% | - |
 Old Dominion (ODFL) | 2.2% | 0% | 42.33% | 1/16/2025 |
 Apple (AAPL) | 1.98% | 0% | 42.24% | 10/15/2024 |
 Cadence (CDNS) | 1.82% | 0% | 57.33% | 1/29/2026 |
 Coca-Cola (KO) | 1.79% | 0% | 38.28% | 3/28/2024 |
 Novo-Nordisk (NVO) | 1.68% | 0% | 35.52% | 8/5/2025 |
 Catalyst Pharmaceuticals (CPRX) | 1.67% | 7.49% | 20.78% | - |
 MercadoLibre (MELI) | 1.52% | 2.37% | 36.03% | - |
 McDonald's (MCD) | 1.34% | 0% | 28.79% | 3/28/2024 |
 Beyond Meat (BYND) | 1.19% | 0% | 21.12% | 9/7/2023 |
 TSMC (TSM) | 1.14% | 9.74% | 11.55% | - |
 ASML (ASML) | 0.67% | 4.71% | 14.83% | - |
 Vertex (VRTX) | 0.65% | 0% | 8.71% | 9/26/2024 |
 Lam Research Corp (LRCX.RTH) | 0.16% | 3.71% | 3.97% | - |
 Knorr-Bremse (KBX.DE) | 0.03% | 0% | 4.57% | 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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