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Portfolio Diversification
Range
Most Diversified
40 instruments
September 2, 2026
Least Diversified
0 instruments
January 6, 2026
Average
6.6 instruments
Most Consistent Holdings
Top 5
MSFT16.61%
KO16.61%
CVX.US16.61%
PEP16.61%
JNJ16.61%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 6, 2026)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Kroger (KR) | 0.72% | 4.32% | 16.61% | - |
 Accenture (ACN) | 0.52% | 3.52% | 16.61% | - |
 Target (TGT) | 0.48% | 2.78% | 16.61% | - |
 Nike (NKE) | 0.47% | 2.57% | 16.61% | - |
 Linde (LIN) | 0.46% | 2.74% | 16.61% | - |
 NextEra (NEE) | 0.45% | 2.61% | 16.61% | - |
 ELS (ELS) | 0.44% | 2.26% | 16.61% | - |
 CNRL (CNQ) | 0.44% | 3.02% | 16.61% | - |
 Sherwin-Williams (SHW) | 0.44% | 2.45% | 16.61% | - |
 Northrop Grumman (NOC) | 0.44% | 2.72% | 16.61% | - |
 Analog Devices (ADI.US) | 0.43% | 2.43% | 16.61% | - |
 Royal Gold (RGLD) | 0.43% | 2.16% | 16.61% | - |
 Xcel Energy (XEL) | 0.43% | 2.47% | 16.61% | - |
 Casey's (CASY) | 0.42% | 3.31% | 16.61% | - |
 McDonald's (MCD) | 0.41% | 2.66% | 16.61% | - |
| PepsiCo (PEP) | 0.41% | 2.38% | 16.61% | - |
| Chevron (CVX.US) | 0.41% | 2.9% | 16.61% | - |
 Republic Services (RSG) | 0.41% | 2.76% | 16.61% | - |
 Roper (ROP) | 0.41% | 2.61% | 16.61% | - |
| Johnson & Johnson (JNJ) | 0.4% | 2.34% | 16.61% | - |
 Jack Henry (JKHY) | 0.4% | 2.64% | 16.61% | - |
 Qualcomm (QCOM) | 0.4% | 2.18% | 16.61% | - |
| Coca-Cola (KO) | 0.4% | 2.38% | 16.61% | - |
 Lowe's (LOW) | 0.4% | 2.38% | 16.61% | - |
| Microsoft (MSFT) | 0.39% | 2.27% | 16.61% | - |
 McCormick (MKC) | 0.38% | 2.22% | 16.61% | - |
 Bristol-Myers Squibb (BMY) | 0.38% | 2.07% | 16.61% | - |
 Brown & Brown (BRO) | 0.38% | 2.33% | 16.61% | - |
 Texas Instruments (TXN) | 0.37% | 1.96% | 16.61% | - |
 Evergy (EVRG) | 0.37% | 2.11% | 16.61% | - |
 Union Pacific (UNP) | 0.37% | 2.1% | 16.61% | - |
 Lockheed Martin (LMT) | 0.37% | 2.22% | 16.61% | - |
 Best Buy (BBY) | 0.27% | 0% | 10.03% | 10/2/2026 |
 Procter & Gamble (PG) | 0.25% | 0% | 10.03% | 10/2/2026 |
 L3Harris (LHX) | 0.22% | 0% | 10.03% | 10/2/2026 |
 Silgan (SLGN) | 0.21% | 0% | 10.03% | 10/2/2026 |
 S&P Global (SPGI) | 0.21% | 0% | 10.03% | 10/2/2026 |
 Cardinal Health (CAH) | 0.21% | 0% | 10.03% | 10/2/2026 |
 Church & Dwight (CHD) | 0.21% | 0% | 10.03% | 10/2/2026 |
 FactSet (FDS) | 0.19% | 0% | 10.03% | 10/2/2026 |
 Ecolab (ECL) | 0.15% | 2.28% | 6.57% | - |
 Atmos (ATO) | 0.15% | 2.32% | 6.57% | - |
 Walmart (WMT) | 0.15% | 2.35% | 6.57% | - |
 Alliant Energy (LNT) | 0.15% | 2.25% | 6.57% | - |
 ExxonMobil (XOM) | 0.15% | 2.24% | 6.57% | - |
 ADP (ADP) | 0.15% | 2.26% | 6.57% | - |
 Travelers (TRV) | 0.14% | 2.24% | 6.57% | - |
 Badger Meter (BMI) | 0.14% | 2.03% | 6.57% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
There is no history available for this day.
Cash & Instruments Over Time
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