Portfolio Diversification
Range
Most Diversified
16 instruments
March 29, 2024
Least Diversified
0 instruments
February 2, 2025
Average
13.6 instruments
Most Consistent Holdings
Top 5
TPL99.87%
GOOG80.21%
MSFT80.21%
LULU80.21%
GOOGL80.21%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Texas Pacific (TPL) | 14.56% | 0% | 99.87% | 2/1/2025 |
 Monolithic Power (MPWR) | 8.72% | 0% | 80.21% | 2/1/2025 |
 USD/TRY (USDTRY) | 7.01% | 0% | 19.65% | 6/1/2023 |
 Occidental (OXY) | 6.82% | 0% | 69.59% | 6/17/2024 |
 NVIDIA (NVDA) | 6.24% | 0% | 75.7% | 2/1/2025 |
 Chevron (CVX) | 5.84% | 0% | 69.59% | 6/17/2024 |
 SolarEdge (SEDG) | 4.67% | 0% | 69.59% | 6/17/2024 |
 D.R. Horton (DHI) | 4.34% | 0% | 80.08% | 2/1/2025 |
| Alphabet (GOOG) | 4.1% | 0% | 80.21% | 2/1/2025 |
| Alphabet (GOOGL) | 4.09% | 0% | 80.21% | 2/1/2025 |
| Microsoft (MSFT) | 4% | 0% | 80.21% | 2/1/2025 |
| Lululemon (LULU) | 3.78% | 0% | 80.21% | 2/1/2025 |
 Old Dominion (ODFL) | 3.4% | 0% | 65.21% | 1/16/2025 |
 Apple (AAPL) | 3.05% | 0% | 65.07% | 10/15/2024 |
 Bitcoin (BTC) | 2.97% | 0% | 40.9% | 2/1/2025 |
 Coca-Cola (KO) | 2.76% | 0% | 58.96% | 3/28/2024 |
 Arista (ANET) | 2.12% | 0% | 40.9% | 2/1/2025 |
 McDonald's (MCD) | 2.07% | 0% | 44.36% | 3/28/2024 |
 Beyond Meat (BYND) | 1.83% | 0% | 32.54% | 9/7/2023 |
 Novo-Nordisk (NVO) | 1.75% | 0% | 30.28% | 2/1/2025 |
 Cadence (CDNS) | 1.38% | 0% | 40.9% | 2/1/2025 |
 Camtek (CAMT) | 1.06% | 0% | 16.87% | 2/1/2025 |
 Vertex (VRTX) | 1% | 0% | 13.41% | 9/26/2024 |
 IES Holdings (IESC) | 0.69% | 0% | 14.48% | 2/1/2025 |
 MercadoLibre (MELI) | 0.08% | 0% | 2.12% | 2/1/2025 |
 Knorr-Bremse (KBX.DE) | 0.05% | 0% | 7.04% | 2/24/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Texas Pacific (TPL) | 13.38% | 18.85% |
| NVIDIA (NVDA) | 4.46% | 10.93% |
| Bitcoin (BTC) | 8.92% | 8.96% |
| Monolithic Power (MPWR) | 8.92% | 8.24% |
| Arista (ANET) | 7.14% | 7.47% |
| Camtek (CAMT) | 8.92% | 6.47% |
| Alphabet (GOOGL) | 4.46% | 5.29% |
| Alphabet (GOOG) | 4.46% | 5.29% |
| Microsoft (MSFT) | 4.46% | 4.47% |
| D.R. Horton (DHI) | 4.46% | 4.38% |
| Novo-Nordisk (NVO) | 8.92% | 4.18% |
| IES Holdings (IESC) | 6.16% | 4.14% |
| Lululemon (LULU) | 4.46% | 3.98% |
| Old Dominion (ODFL) | 6.25% | 3.9% |
| Cadence (CDNS) | 4.46% | 3.34% |