Loading...
Portfolio Diversification
Range
Most Diversified
36 instruments
February 5, 2026
Least Diversified
0 instruments
January 1, 2024
Average
6.1 instruments
Most Consistent Holdings
Top 5
PG18.05%
CRWD18.05%
MAERSKB.CO18.05%
F18.05%
JPM18.05%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 State Street SPDR S&P 500 ETF (SPY) | 2.83% | 27.49% | 18.05% | - |
 Essential Utilities (WTRG) | 1.47% | 8.26% | 18.05% | - |
 Tesla (TSLA) | 1.02% | 5.05% | 18.05% | - |
 British American Tobacco (BTI) | 0.8% | 4.29% | 18.05% | - |
 Lockheed Martin (LMT) | 0.51% | 2.61% | 18.05% | - |
 American Water (AWK) | 0.47% | 2.61% | 18.05% | - |
 PepsiCo (PEP) | 0.45% | 2.51% | 18.05% | - |
 Volkswagen (VOW3.DE) | 0.43% | 2.42% | 18.05% | - |
| Procter & Gamble (PG) | 0.41% | 2.21% | 18.05% | - |
 Johnson & Johnson (JNJ) | 0.38% | 2.11% | 18.05% | - |
 Ralph Lauren (RL) | 0.34% | 1.9% | 18.05% | - |
 AT&T (T) | 0.34% | 1.87% | 18.05% | - |
| Ford (F) | 0.33% | 1.7% | 18.05% | - |
 Bank of America (BAC) | 0.3% | 1.64% | 18.05% | - |
 ASML (ASML) | 0.3% | 1.8% | 18.05% | - |
 Apple (AAPL) | 0.29% | 1.83% | 18.05% | - |
| Maersk (MAERSKB.CO) | 0.24% | 1.26% | 18.05% | - |
 LVMH (MC.PA) | 0.22% | 1.03% | 18.05% | - |
 Coca-Cola (KO) | 0.16% | 0.91% | 18.05% | - |
 Altria (MO) | 0.15% | 0.85% | 17.93% | - |
 Aramco (SAOC) | 0.14% | 0.82% | 18.05% | - |
| Crowdstrike (CRWD) | 0.12% | 0.67% | 18.05% | - |
 Palantir (PLTR) | 0.11% | 0.54% | 18.05% | - |
 Amazon (AMZN.RTH) | 0.09% | 0.8% | 13.9% | - |
 NVIDIA (NVDA) | 0.06% | 0.63% | 10.93% | - |
 Uber (UBER) | 0.06% | 0.33% | 18.05% | - |
 Amazon (AMZN) | 0.06% | 0.48% | 13.9% | - |
 PetroChina (00857.HK) | 0.06% | 0.36% | 18.05% | - |
 PayPal (PYPL) | 0.05% | 0.24% | 18.05% | - |
| JPMorgan (JPM) | 0.04% | 0.23% | 18.05% | - |
 Pfizer (PFE) | 0.04% | 0.38% | 9.14% | - |
 Czechoslovak Group (CSG.NV) | 0.03% | 0.25% | 10.57% | - |
 Beyond Meat (BYND) | 0.03% | 0.2% | 18.05% | - |
 Grab (GRAB) | 0.03% | 0.22% | 13.78% | - |
 Intel (INTC) | 0.03% | 0.3% | 18.05% | - |
 Netflix (NFLX) | 0.03% | 0.19% | 13.9% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 7.19% | 10.32% |
| Essential Utilities (WTRG) | 9.58% | 8.05% |
| Tesla (TSLA) | 2.66% | 6.02% |
| British American Tobacco (BTI) | 3.32% | 4.34% |
| American Water (AWK) | 3.1% | 2.62% |
| Lockheed Martin (LMT) | 2.6% | 2.44% |
| PepsiCo (PEP) | 2.81% | 2.34% |
| Procter & Gamble (PG) | 2.82% | 2.23% |
| Volkswagen (VOW3.DE) | 2.15% | 2.07% |
| Johnson & Johnson (JNJ) | 1.69% | 1.95% |
| Ralph Lauren (RL) | 1.36% | 1.9% |
| Ford (F) | 1.58% | 1.84% |
| AT&T (T) | 1.36% | 1.8% |
| Bank of America (BAC) | 1.38% | 1.76% |
| LVMH (MC.PA) | 1.24% | 1.44% |
| ASML (ASML) | 1.13% | 1.39% |
| Apple (AAPL) | 1.13% | 1.35% |
| Maersk (MAERSKB.CO) | 1.13% | 1.27% |
| Coca-Cola (KO) | 0.9% | 0.85% |
| Altria (MO) | 0.68% | 0.76% |
| Aramco (SAOC) | 1.13% | 0.73% |
| Crowdstrike (CRWD) | 0.56% | 0.72% |
| Palantir (PLTR) | 0.34% | 0.68% |
| Amazon (AMZN) | 0.53% | 0.45% |
| Amazon (AMZN.RTH) | 0.53% | 0.45% |
| Uber (UBER) | 0.34% | 0.37% |
| PayPal (PYPL) | 0.43% | 0.29% |
| PetroChina (00857.HK) | 0.23% | 0.28% |
| Grab (GRAB) | 0.34% | 0.28% |
| JPMorgan (JPM) | 0.09% | 0.24% |
| Netflix (NFLX) | 0.23% | 0.19% |
| Beyond Meat (BYND) | 0.9% | 0.18% |
| Intel (INTC) | 0.22% | 0.14% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.