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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
TPL98.91%
GOOG88.33%
MSFT88.33%
MPWR88.33%
GOOGL88.19%
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) | 14.45% | 10.6% | 98.91% | - |
| Monolithic Power (MPWR) | 9.17% | 10.58% | 88.33% | - |
 NVIDIA (NVDA) | 8.02% | 10.73% | 85.8% | - |
| Alphabet (GOOG) | 4.6% | 5.5% | 88.33% | - |
| Alphabet (GOOGL) | 4.6% | 5.59% | 88.19% | - |
 Bitcoin (BTC) | 4.09% | 0% | 54.93% | 5/12/2026 |
 Arista (ANET) | 4.04% | 7.43% | 66.59% | - |
 USD/TRY (USDTRY) | 3.83% | 0% | 10.72% | 6/1/2023 |
| Microsoft (MSFT) | 3.79% | 3.38% | 88.33% | - |
 Occidental (OXY) | 3.72% | 0% | 37.97% | 6/17/2024 |
 Camtek (CAMT) | 3.55% | 6.41% | 53.77% | - |
 Chevron (CVX.US) | 3.18% | 0% | 37.97% | 6/17/2024 |
 IES Holdings (IESC) | 3.11% | 5.86% | 52.25% | - |
 D.R. Horton (DHI) | 3.04% | 0% | 60.22% | 9/19/2025 |
 TSMC (TSM) | 2.61% | 11.77% | 25.07% | - |
 SolarEdge (SEDG) | 2.55% | 0% | 37.97% | 6/17/2024 |
 Lululemon (LULU) | 2.46% | 0% | 57.1% | 8/5/2025 |
 Catalyst Pharmaceuticals (CPRX) | 2.12% | 0% | 25.94% | 7/17/2026 |
 Old Dominion (ODFL) | 1.85% | 0% | 35.58% | 1/16/2025 |
 Apple (AAPL) | 1.66% | 0% | 35.51% | 10/15/2024 |
 MercadoLibre (MELI) | 1.63% | 2.51% | 45.65% | - |
 Cadence (CDNS) | 1.53% | 0% | 48.19% | 1/29/2026 |
 Coca-Cola (KO) | 1.51% | 0% | 32.17% | 3/28/2024 |
 Novo-Nordisk (NVO) | 1.42% | 0% | 29.86% | 8/5/2025 |
 ASML (ASML) | 1.37% | 5.54% | 27.83% | - |
 McDonald's (MCD) | 1.13% | 0% | 24.2% | 3/28/2024 |
 Beyond Meat (BYND) | 1% | 0% | 17.75% | 9/7/2023 |
 Lam Research Corp (LRCX.RTH) | 0.86% | 4.37% | 18.7% | - |
 Vertex (VRTX) | 0.54% | 0% | 7.32% | 9/26/2024 |
 Amphenol (APH) | 0.26% | 5.73% | 4.64% | - |
 Eli Lilly (LLY) | 0.16% | 3.87% | 4.64% | - |
 Knorr-Bremse (KBX.DE) | 0.02% | 0% | 3.84% | 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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