Portfolio Diversification
Range
Most Diversified
19 instruments
September 6, 2025
Least Diversified
0 instruments
February 2, 2025
Average
14.2 instruments
Most Consistent Holdings
Top 5
VTI99.63%
VOO99.63%
VXUS96.73%
BRK.B93.73%
AJG92.8%
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 |
|---|---|---|---|---|
| Arthur J. Gallagher (AJG) | 15.89% | 0% | 92.8% | 9/30/2025 |
| Berkshire Hathaway (BRK.B) | 15.19% | 16.34% | 93.73% | - |
| Vanguard Total International Stock ETF (VXUS) | 13.44% | 13.12% | 96.73% | - |
 iShares MSCI India ETF (INDA) | 11.76% | 0% | 91.49% | 9/16/2025 |
| Vanguard Total Stock Market ETF (VTI) | 8.49% | 8.75% | 99.63% | - |
| Vanguard S&P 500 ETF (VOO) | 8.16% | 7.95% | 99.63% | - |
 Brown & Brown (BRO) | 2.55% | 0% | 65.39% | 8/11/2025 |
 Medpace (MEDP) | 2.36% | 0% | 57.9% | 5/23/2025 |
 Watsco (WSO) | 2.36% | 0% | 66.14% | 8/19/2025 |
 SS&C (SSNC) | 2.16% | 0% | 68.29% | 9/11/2025 |
 Hewlett Packard Enterprise (HPE) | 1.44% | 0% | 21.33% | 8/20/2023 |
 Alibaba (BABA) | 1.07% | 3.74% | 32.46% | - |
 Dick's (DKS) | 1.02% | 0% | 22.73% | 9/5/2023 |
 Cactus (WHD) | 0.96% | 0% | 49.3% | 2/20/2025 |
 Zotefoams (ZTF.L) | 0.87% | 14.29% | 9.82% | - |
 AutoNation (AN) | 0.79% | 0% | 21.33% | 8/20/2023 |
 SolarEdge (SEDG) | 0.77% | 0% | 21.33% | 8/20/2023 |
 Games Workshop (GAW.L) | 0.75% | 0% | 41.44% | 11/26/2024 |
 Pool Corp. (POOL) | 0.74% | 0% | 29.28% | 7/19/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.72% | 8.85% | 10.57% | - |
 Qualys (QLYS) | 0.63% | 0% | 23.48% | 5/17/2024 |
 Card Factory (CARD.L) | 0.59% | 6.35% | 9.82% | - |
 Baidu (BIDU) | 0.54% | 4.77% | 18.33% | - |
 Kinsale (KNSL) | 0.53% | 0% | 23.48% | 5/17/2024 |
 Bunge (BG) | 0.52% | 0% | 21.33% | 8/20/2023 |
 abrdn (ABDN.L) | 0.41% | 0% | 9.26% | 8/26/2025 |
 Tencent (0700.HK) | 0.41% | 3.18% | 18.33% | - |
 JD.com (JD.US) | 0.36% | 2.65% | 18.33% | - |
 Disney (DIS) | 0.36% | 0% | 20.21% | 8/8/2023 |
 Xiaomi (1810.HK) | 0.34% | 2.41% | 18.05% | - |
 BYD (01211.HK) | 0.33% | 2.49% | 18.05% | - |
 LabCorp (LH) | 0.31% | 0% | 20.21% | 8/8/2023 |
 Zhejiang Leapmotor Technologies Ltd (9863.HK) | 0.21% | 0% | 13.1% | 10/20/2025 |
 Invesco China Technology ETF (CQQQ) | 0.18% | 4.96% | 4.96% | - |
 Huntsman (HUN) | 0.17% | 0% | 20.21% | 8/8/2023 |
 Quest Diagnostics (DGX) | 0.17% | 0% | 20.21% | 8/8/2023 |
 UNFI (UNFI) | 0.14% | 0% | 20.21% | 8/8/2023 |
 Meituan (03690.HK) | 0.14% | 0% | 13.1% | 10/20/2025 |
 Nexxen International (NEXN) | 0.11% | 0% | 6.36% | 11/13/2025 |
 Fortrea (FTRE) | 0.01% | 0% | 13.66% | 11/30/2023 |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0% | 0% | 0.19% | 10/22/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 0% | 0% | 0.19% | 10/22/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Arthur J. Gallagher (AJG) | 14.78% | 17.34% |
| Berkshire Hathaway (BRK.B) | 14.93% | 16.65% |
| iShares MSCI India ETF (INDA) | 14.84% | 14.14% |
| Vanguard Total International Stock ETF (VXUS) | 15.08% | 12.53% |
| Vanguard Total Stock Market ETF (VTI) | 9.76% | 9.91% |
| Vanguard S&P 500 ETF (VOO) | 7.45% | 8.37% |
| Medpace (MEDP) | 6.21% | 5.02% |
| Brown & Brown (BRO) | 4.73% | 4.79% |
| Watsco (WSO) | 4.43% | 4.23% |
| SS&C (SSNC) | 3.55% | 3.7% |
| Cactus (WHD) | 3.71% | 2.9% |