Holdings over time
(Since November 23, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Cisco (CSCO) | 4.15% | 4.83% | 99.7% | - |
 Hello Group (MOMO) | 3.92% | 9.36% | 41.79% | - |
 Berkshire Hathaway (BRK.B) | 3.83% | 0% | 46.57% | 5/6/2024 |
 JAKKS (JAKK) | 3.79% | 10.28% | 42.39% | - |
 Gambling.com (GAMB) | 3.32% | 8.33% | 41.19% | - |
 Medifast (MED.US) | 3.2% | 6.73% | 42.39% | - |
 Cirrus Logic (CRUS) | 3.16% | 5.67% | 50.45% | - |
 Check Point (CHKP) | 2.6% | 5.46% | 50.45% | - |
 Teradyne (TER) | 2.52% | 4.18% | 50.45% | - |
 Regeneron (REGN) | 2.51% | 4.09% | 50.45% | - |
 Paychex (PAYX) | 2.39% | 4.75% | 50.45% | - |
 Adobe (ADBE) | 2.39% | 4.08% | 50.45% | - |
 Johnson & Johnson (JNJ) | 2.36% | 4.41% | 50.45% | - |
 Grand Canyon Education (LOPE) | 2.35% | 3.89% | 50.45% | - |
 Snap-on (SNA) | 2.28% | 4.81% | 50.45% | - |
 Ethan Allen (ETD) | 2.27% | 4.1% | 50.45% | - |
 Agilent (A) | 2.25% | 3.96% | 50.45% | - |
 Meta (META) | 2.21% | 0% | 49.25% | 5/6/2024 |
 Perdoceo (PRDO) | 2.11% | 3.47% | 50.45% | - |
 Haverty Furniture (HVT) | 2.07% | 3.5% | 50.45% | - |
 Nordson (NDSN) | 2.07% | 3.8% | 50.45% | - |
 IBM (IBM) | 2.02% | 0% | 49.25% | 5/6/2024 |
 Goldman Sachs (GS) | 2.02% | 0% | 49.25% | 5/6/2024 |
 Novo-Nordisk (NVO) | 1.98% | 0% | 49.25% | 5/6/2024 |
 IDEXX (IDXX) | 1.96% | 0% | 49.25% | 5/6/2024 |
 Stryker (SYK) | 1.95% | 0% | 49.25% | 5/6/2024 |
 LVMH (MC.PA) | 1.93% | 0% | 49.25% | 5/6/2024 |
 Dow (DOW) | 1.91% | 0% | 49.25% | 5/6/2024 |
 Amgen (AMGN) | 1.9% | 0% | 49.25% | 5/6/2024 |
 Chevron (CVX) | 1.89% | 0% | 49.25% | 5/6/2024 |
 Visa (V) | 1.89% | 0% | 49.25% | 5/6/2024 |
 Verizon (VZ) | 1.88% | 0% | 49.25% | 5/6/2024 |
 Walgreens (WBA) | 1.88% | 0% | 49.25% | 5/6/2024 |
 Microsoft (MSFT) | 1.87% | 0% | 49.25% | 5/6/2024 |
 3M (MMM) | 1.86% | 0% | 49.25% | 5/6/2024 |
 ADP (ADP) | 1.84% | 0% | 49.25% | 5/6/2024 |
 L'Oréal (OR.PA) | 1.82% | 0% | 49.25% | 5/6/2024 |
 Coca-Cola (KO) | 1.82% | 0% | 49.25% | 5/6/2024 |
 Philip Morris (PM) | 1.77% | 0% | 49.25% | 5/6/2024 |
 LKQ (LKQ) | 1.3% | 0% | 35.22% | 5/6/2024 |
 MasterCraft (MCFT) | 1.28% | 0% | 38.81% | 5/6/2024 |
 Berry Plastics (BERY) | 1.12% | 0% | 35.22% | 5/6/2024 |
 Alibaba (BABA) | 0.96% | 0% | 26.57% | 5/6/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.33% | 0% | 2.69% | 12/1/2023 |
 iShares MSCI India ETF (INDA) | 0.21% | 0% | 2.09% | 12/1/2023 |
 Gravity (GRVY) | 0.06% | 0% | 1.19% | 5/6/2024 |
 Solventum (SOLV) | 0.05% | 0% | 9.25% | 5/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 16.06% | 15.26% |
| Walgreens (WBA) | 3.99% | 4.82% |
| IDEXX (IDXX) | 3.99% | 4.41% |
| 3M (MMM) | 3.99% | 4.4% |
| Goldman Sachs (GS) | 3.99% | 4.36% |
| Amgen (AMGN) | 3.99% | 4.13% |
| Dow (DOW) | 3.99% | 4.09% |
| IBM (IBM) | 3.99% | 4.03% |
| L'Oréal (OR.PA) | 3.99% | 4.02% |
| Chevron (CVX) | 3.99% | 4% |
| Cisco (CSCO) | 3.99% | 4% |
| Meta (META) | 3.99% | 3.97% |
| LVMH (MC.PA) | 3.99% | 3.95% |
| Visa (V) | 3.99% | 3.91% |
| Stryker (SYK) | 3.99% | 3.87% |
| Philip Morris (PM) | 3.99% | 3.86% |
| Verizon (VZ) | 3.99% | 3.85% |
| Coca-Cola (KO) | 3.99% | 3.85% |
| Novo-Nordisk (NVO) | 3.99% | 3.83% |
| ADP (ADP) | 3.99% | 3.82% |
| Microsoft (MSFT) | 3.99% | 3.79% |
| MasterCraft (MCFT) | 4.09% | 3.74% |