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Portfolio Diversification
Range
Most Diversified
71 instruments
October 4, 2023
Least Diversified
68 instruments
February 27, 2026
Average
70.1 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 7.99% | 11.07% | 100% | - |
 Tesla (TSLA) | 4.03% | 4.08% | 100% | - |
 Palantir (PLTR) | 3.83% | 7.35% | 100% | - |
| Apple (AAPL) | 2.29% | 2.24% | 100% | - |
| Meta (META) | 2.28% | 2.13% | 100% | - |
| Alphabet (GOOG) | 2.24% | 2.78% | 100% | - |
 Nucor (NUE) | 2.16% | 1.57% | 100% | - |
| Microsoft (MSFT) | 2.01% | 1.68% | 100% | - |
 AMD (AMD) | 1.88% | 1.82% | 100% | - |
 Xiaomi (1810.HK) | 1.83% | 1.8% | 100% | - |
| Amazon (AMZN) | 1.81% | 1.53% | 100% | - |
 Caterpillar (CAT) | 1.77% | 2.71% | 100% | - |
 Cincinnati Financial (CINF) | 1.74% | 1.62% | 100% | - |
 JPMorgan (JPM) | 1.73% | 1.69% | 99.91% | - |
 Oracle (ORCL) | 1.68% | 1.4% | 100% | - |
 Delta (DAL) | 1.65% | 1.42% | 100% | - |
 Allianz (ALV.DE) | 1.59% | 1.43% | 100% | - |
 Waste Management (WM) | 1.55% | 1.62% | 100% | - |
 Walmart (WMT) | 1.5% | 1.83% | 100% | - |
 Boeing (BA) | 1.48% | 1.04% | 100% | - |
 Lowe's (LOW) | 1.47% | 1.24% | 100% | - |
 Sony (SONY) | 1.45% | 1.05% | 100% | - |
 Raytheon (RTX) | 1.44% | 1.89% | 100% | - |
 Toyota (TM) | 1.38% | 1.07% | 100% | - |
 AbbVie (ABBV) | 1.36% | 1.26% | 100% | - |
 Genuine Parts (GPC) | 1.33% | 0.75% | 100% | - |
 Sherwin-Williams (SHW) | 1.3% | 0.94% | 100% | - |
 Chevron (CVX) | 1.28% | 1.25% | 100% | - |
 Amgen (AMGN) | 1.26% | 1.08% | 100% | - |
 Emerson (EMR) | 1.26% | 1.2% | 100% | - |
 Ecolab (ECL) | 1.21% | 1.02% | 100% | - |
 D.R. Horton (DHI) | 1.18% | 1.31% | 100% | - |
 Visa (V) | 1.16% | 1.04% | 100% | - |
 Accenture (ACN) | 1.16% | 0.49% | 100% | - |
 Sysco (SYY) | 1.15% | 0.95% | 100% | - |
 Dover (DOV) | 1.13% | 1.13% | 100% | - |
 Cisco (CSCO) | 1.13% | 1.15% | 100% | - |
 NextEra (NEE) | 1.11% | 0.94% | 100% | - |
 EA (EA) | 1.1% | 1.03% | 100% | - |
 Realty Income (O) | 1.1% | 1.11% | 100% | - |
 Coca-Cola (KO) | 1.1% | 0.98% | 100% | - |
 Danaher (DHR) | 1.09% | 0.93% | 100% | - |
 Home Depot (HD) | 1.09% | 0.9% | 99.91% | - |
 Adidas (ADS.DE) | 1.08% | 0.82% | 100% | - |
 UnitedHealth (UNH) | 1.08% | 0.86% | 100% | - |
 Colgate (CL) | 1.06% | 0.84% | 100% | - |
 Mastercard (MA) | 1.06% | 0.99% | 100% | - |
 Procter & Gamble (PG) | 1.02% | 0.8% | 100% | - |
 Disney (DIS) | 1.01% | 0.66% | 100% | - |
 ADP (ADP) | 1% | 0.7% | 100% | - |
 Johnson & Johnson (JNJ) | 1% | 1.1% | 100% | - |
 McDonald's (MCD) | 1% | 0.99% | 100% | - |
 Merck (MRK) | 0.98% | 1.35% | 100% | - |
 Lockheed Martin (LMT) | 0.97% | 1.07% | 100% | - |
 Volkswagen (VOW3.DE) | 0.96% | 0.79% | 100% | - |
 3M (MMM) | 0.96% | 0.79% | 100% | - |
 Nike (NKE) | 0.94% | 0.62% | 100% | - |
 Union Pacific (UNP) | 0.89% | 0.81% | 100% | - |
 PepsiCo (PEP) | 0.8% | 0.7% | 100% | - |
 Philip Morris (PM) | 0.79% | 0% | 73.04% | 5/8/2025 |
 Starbucks (SBUX) | 0.78% | 0.77% | 100% | - |
 Verizon (VZ) | 0.77% | 1.01% | 100% | - |
 Roper (ROP) | 0.58% | 0.74% | 83.29% | - |
 UPS (UPS) | 0.56% | 0% | 52.37% | 9/9/2024 |
 Enphase (ENPH) | 0.52% | 0% | 68.56% | 3/17/2025 |
 Mondelez (MDLZ) | 0.51% | 0.56% | 83.55% | - |
 Costco (COST) | 0.48% | 0.84% | 59.6% | - |
 Deere (DE) | 0.47% | 1.01% | 55.9% | - |
 Shell (SHEL) | 0.46% | 0% | 32.64% | 1/22/2024 |
 ITW (ITW) | 0.43% | 0.68% | 67.36% | - |
 Block Inc. (XYZ) | 0.42% | 0% | 68.04% | 3/11/2025 |
 Honeywell (HON) | 0.41% | 0.76% | 52.28% | - |
 Alibaba (BABA) | 0.37% | 0% | 44.1% | 6/5/2024 |
 Nestle (NESN.ZU) | 0.26% | 0% | 16.71% | 7/17/2023 |
 Siemens (SIE.DE) | 0.25% | 0.73% | 31.35% | - |
 AT&T (T) | 0.17% | 0% | 16.45% | 7/14/2023 |
 SAP (SAP.DE) | 0.12% | 0.52% | 31.96% | - |
 BioNano (BNGO) | 0.12% | 0% | 40.4% | 4/22/2024 |
 Travelers (TRV) | 0.11% | 0.76% | 26.61% | - |
 Veralto (VLTO) | 0.01% | 0% | 6.55% | 12/18/2023 |
 Sony Financial Group Inc (SFGYY) | 0% | 0% | 1.21% | 10/22/2025 |
 Solstice Advanced Materi (SOLS) | 0% | 0% | 1.29% | 11/18/2025 |
 Solventum (SOLV) | 0% | 0% | 0.26% | 4/5/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 1.36% | 10.94% |
| Palantir (PLTR) | 1.36% | 8.56% |
| Tesla (TSLA) | 1.36% | 4.63% |
| Alphabet (GOOG) | 1.36% | 2.87% |
| Meta (META) | 1.36% | 2.25% |
| Caterpillar (CAT) | 1.36% | 2.22% |
| Apple (AAPL) | 1.36% | 2.05% |
| Xiaomi (1810.HK) | 1.36% | 2% |
| AMD (AMD) | 1.36% | 1.98% |
| JPMorgan (JPM) | 1.36% | 1.9% |
| Oracle (ORCL) | 1.36% | 1.75% |
| Raytheon (RTX) | 1.36% | 1.68% |
| Amazon (AMZN) | 1.36% | 1.66% |
| Microsoft (MSFT) | 1.36% | 1.66% |
| Delta (DAL) | 1.36% | 1.62% |
| Walmart (WMT) | 1.36% | 1.62% |
| Cincinnati Financial (CINF) | 1.36% | 1.61% |
| Nucor (NUE) | 1.36% | 1.59% |
| Allianz (ALV.DE) | 1.36% | 1.57% |
| Waste Management (WM) | 2.04% | 1.5% |
| D.R. Horton (DHI) | 2.04% | 1.34% |
| AbbVie (ABBV) | 1.36% | 1.29% |
| Lowe's (LOW) | 1.36% | 1.23% |
| Sony (SONY) | 1.36% | 1.23% |
| Merck (MRK) | 2.04% | 1.23% |
| Emerson (EMR) | 1.36% | 1.21% |
| Visa (V) | 1.36% | 1.17% |
| Cisco (CSCO) | 1.36% | 1.12% |
| Danaher (DHR) | 2.04% | 1.11% |
| Mastercard (MA) | 1.36% | 1.11% |
| Dover (DOV) | 1.36% | 1.07% |
| Toyota (TM) | 1.36% | 1.07% |
| Boeing (BA) | 1.36% | 1.06% |
| EA (EA) | 1.36% | 1.05% |
| Ecolab (ECL) | 1.36% | 0.98% |
| Realty Income (O) | 2.04% | 0.97% |
| Amgen (AMGN) | 1.36% | 0.97% |
| Chevron (CVX) | 1.36% | 0.97% |
| Sherwin-Williams (SHW) | 1.36% | 0.96% |
| Johnson & Johnson (JNJ) | 1.36% | 0.94% |
| Volkswagen (VOW3.DE) | 2.04% | 0.93% |
| McDonald's (MCD) | 1.36% | 0.92% |
| Home Depot (HD) | 1.36% | 0.9% |
| Genuine Parts (GPC) | 1.36% | 0.89% |
| Coca-Cola (KO) | 1.36% | 0.88% |
| ADP (ADP) | 1.36% | 0.86% |
| 3M (MMM) | 1.36% | 0.85% |
| NextEra (NEE) | 1.36% | 0.82% |
| Deere (DE) | 1.36% | 0.82% |
| Sysco (SYY) | 1.36% | 0.81% |
| Verizon (VZ) | 2.04% | 0.81% |
| Siemens (SIE.DE) | 1.36% | 0.8% |
| Lockheed Martin (LMT) | 1.36% | 0.8% |
| Union Pacific (UNP) | 1.36% | 0.77% |
| Procter & Gamble (PG) | 1.36% | 0.76% |
| Disney (DIS) | 1.36% | 0.76% |
| Colgate (CL) | 1.36% | 0.74% |
| Costco (COST) | 1.36% | 0.73% |
| Nike (NKE) | 2.04% | 0.72% |
| Accenture (ACN) | 1.36% | 0.67% |
| Starbucks (SBUX) | 1.36% | 0.66% |
| Honeywell (HON) | 1.36% | 0.64% |
| PepsiCo (PEP) | 1.36% | 0.64% |
| ITW (ITW) | 1.36% | 0.63% |
| Adidas (ADS.DE) | 1.36% | 0.63% |
| UnitedHealth (UNH) | 1.36% | 0.6% |
| Roper (ROP) | 1.36% | 0.58% |
| Mondelez (MDLZ) | 1.36% | 0.53% |
| Travelers (TRV) | 0.68% | 0.37% |
| SAP (SAP.DE) | 0.68% | 0.29% |
Cash & Instruments Over Time
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