Loading...
Portfolio Diversification
Range
Most Diversified
25 instruments
October 1, 2024
Least Diversified
0 instruments
April 4, 2026
Average
23 instruments
Most Consistent Holdings
Top 5
CVS99.32%
MAERSKB.CO99.1%
MMM98.98%
AAPL97.51%
SOLV88.93%
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 |
|---|---|---|---|---|
| CVS Health (CVS) | 5.7% | 4.99% | 99.32% | - |
| Maersk (MAERSKB.CO) | 4.98% | 4.75% | 99.1% | - |
| Apple (AAPL) | 4.65% | 0% | 97.51% | 5/21/2026 |
| Solventum (SOLV) | 4.38% | 3.39% | 88.93% | - |
| 3M (MMM) | 4.32% | 1.17% | 98.98% | - |
 Coca-Cola (KO) | 4.02% | 0% | 84.29% | 2/12/2026 |
 Altria (MO) | 3.67% | 0% | 86.1% | 4/30/2026 |
 Seagate (STX.US) | 3.43% | 0% | 72.09% | 1/26/2026 |
 Reliance Steel (RS) | 3.13% | 0% | 87.12% | 2/12/2026 |
 Sony (SONY) | 3.13% | 0% | 65.88% | 8/8/2025 |
 NVIDIA (NVDA) | 3.07% | 10.01% | 58.64% | - |
 Toyota (TM) | 3.05% | 3.39% | 70.51% | - |
 AT&T (T.US) | 2.9% | 0% | 45.76% | 2/11/2025 |
 McDonald's (MCD) | 2.85% | 2.01% | 82.49% | - |
 B2Gold (BTG.US) | 2.84% | 0% | 72.09% | 10/2/2025 |
 Verizon (VZ) | 2.8% | 2.04% | 53.45% | - |
 Apple Hospitality (APLE) | 2.78% | 0% | 62.6% | 3/19/2026 |
 Pfizer (PFE) | 2.77% | 0% | 68.47% | 9/2/2025 |
 Berkshire Hathaway (BRK.B) | 2.38% | 0% | 49.72% | 3/18/2025 |
 Nike (NKE) | 2.18% | 2.82% | 42.82% | - |
 Western Alliance (WAL) | 1.93% | 3.45% | 49.15% | - |
 BHP (BHP) | 1.87% | 0% | 68.47% | 10/28/2025 |
 IBM (IBM) | 1.84% | 0% | 28.81% | 9/13/2024 |
 Bitcoin (BTC) | 1.75% | 0% | 35.59% | 10/6/2025 |
 Bloom Energy (BE) | 1.69% | 0% | 31.07% | 10/15/2025 |
 Cardano (ADA) | 1.61% | 0% | 41.24% | 12/1/2025 |
 Unilever (ULVR.L) | 1.45% | 0% | 26.55% | 9/10/2024 |
 Baker Hughes (BKR) | 1.44% | 0% | 29.38% | 1/17/2025 |
 Intel (INTC) | 1.44% | 0% | 31.98% | 4/10/2026 |
 Vertex (VRTX) | 1.26% | 4.72% | 30.62% | - |
 Tenaris (TS) | 1.2% | 0% | 55.71% | 2/6/2026 |
 Ferrari (RACE) | 1.17% | 5.15% | 33.33% | - |
 HubSpot (HUBS) | 1.05% | 0% | 40.34% | 12/1/2025 |
 Celsius (CELH) | 0.98% | 0% | 24.18% | 6/24/2025 |
 Emcor (EME) | 0.91% | 0% | 36.95% | 10/15/2025 |
 Vitesse Energy (VTS) | 0.91% | 2.45% | 27.12% | - |
 C3.ai (AI) | 0.88% | 0% | 25.65% | 2/23/2026 |
 MercadoLibre (MELI) | 0.82% | 0% | 13.11% | 5/13/2025 |
 Atmos (ATO) | 0.66% | 0% | 16.5% | 11/22/2024 |
 PepsiCo (PEP) | 0.58% | 3.99% | 12.2% | - |
 Toast (TOST) | 0.57% | 2.03% | 20.34% | - |
 CoreWeave Inc (CRWV) | 0.52% | 5.65% | 10.96% | - |
 AMD (AMD) | 0.51% | 0% | 12.66% | 10/6/2025 |
 Solana (SOL) | 0.5% | 1.36% | 20.11% | - |
 MAA (MAA) | 0.5% | 6.28% | 8.14% | - |
 Edison (EIX) | 0.36% | 0% | 14.92% | 2/24/2026 |
 ExxonMobil (XOM) | 0.28% | 2.38% | 10.51% | - |
 Capgemini (CAP.PA) | 0.26% | 0% | 5.2% | 6/5/2026 |
 Sherwin-Williams (SHW) | 0.25% | 0.8% | 24.29% | - |
 Brookfield Renewable Corp (BEPC) | 0.21% | 1.43% | 12.77% | - |
 Air Products (APD) | 0.18% | 1.36% | 12.2% | - |
 Airbus (AIR.PA) | 0.12% | 4.14% | 2.94% | - |
 LVMH (MC.PA) | 0.1% | 5.28% | 1.81% | - |
 Svitzer (SVITZR.CO) | 0.01% | 0% | 3.16% | 5/29/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Seagate (STX.US) | 7.61% | 8.37% |
| Vertex (VRTX) | 6.14% | 5.97% |
| Apple (AAPL) | 5.33% | 5.81% |
| Solventum (SOLV) | 4.96% | 5.78% |
| Coca-Cola (KO) | 5.14% | 5.19% |
| CVS Health (CVS) | 3.87% | 5.14% |
| Toyota (TM) | 4.47% | 5.11% |
| Maersk (MAERSKB.CO) | 3.85% | 4.87% |
| Verizon (VZ) | 5.23% | 4.81% |
| Nike (NKE) | 4.82% | 4.61% |
| Western Alliance (WAL) | 4.51% | 4.51% |
| Altria (MO) | 3.84% | 3.93% |
| Toast (TOST) | 3.82% | 3.65% |
| Apple Hospitality (APLE) | 4.32% | 3.57% |
| Vitesse Energy (VTS) | 4.32% | 3.33% |
| Solana (SOL) | 3.62% | 3.32% |
| Intel (INTC) | 3.96% | 3.28% |
| 3M (MMM) | 2.57% | 3.26% |
| C3.ai (AI) | 4.89% | 3.13% |
| Ferrari (RACE) | 3.83% | 2.99% |
| McDonald's (MCD) | 2.59% | 2.74% |
| Edison (EIX) | 2.37% | 2.37% |
| Tenaris (TS) | 1.29% | 1.47% |
| Reliance Steel (RS) | 1.29% | 1.44% |
| Sherwin-Williams (SHW) | 1.26% | 1.06% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.