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Portfolio Diversification
Range
Most Diversified
25 instruments
October 1, 2024
Least Diversified
0 instruments
April 4, 2026
Average
23.1 instruments
Most Consistent Holdings
Top 5
MMM99.76%
AAPL99.76%
CVS99.76%
MAERSKB.CO99.52%
RS91.9%
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) | 5.78% | 4.23% | 99.76% | - |
| Maersk (MAERSKB.CO) | 5.04% | 4.26% | 99.52% | - |
| Apple (AAPL) | 4.76% | 4.94% | 99.76% | - |
 Solventum (SOLV) | 4.41% | 4.28% | 88.8% | - |
| 3M (MMM) | 4.33% | 5.44% | 99.76% | - |
 Coca-Cola (KO) | 4.24% | 0% | 88.92% | 2/12/2026 |
 Altria (MO) | 3.83% | 3.75% | 89.75% | - |
 Seagate (STX.US) | 3.62% | 0% | 76.04% | 1/26/2026 |
| Reliance Steel (RS) | 3.31% | 0% | 91.9% | 2/12/2026 |
 Sony (SONY) | 3.31% | 0% | 69.49% | 8/8/2025 |
 AT&T (T) | 3.06% | 0% | 48.27% | 2/11/2025 |
 Toyota (TM) | 3.04% | 4.37% | 69.37% | - |
 B2Gold (BTG.US) | 2.99% | 0% | 76.04% | 10/2/2025 |
 Apple Hospitality (APLE) | 2.94% | 0% | 66.03% | 3/19/2026 |
 Pfizer (PFE) | 2.92% | 0% | 72.23% | 9/2/2025 |
 McDonald's (MCD) | 2.9% | 2.35% | 82.12% | - |
 Verizon (VZ) | 2.73% | 4.68% | 51.49% | - |
 NVIDIA (NVDA) | 2.72% | 10.44% | 56.97% | - |
 Berkshire Hathaway (BRK.B) | 2.51% | 0% | 52.44% | 3/18/2025 |
 Nike (NKE) | 2.15% | 2.88% | 40.64% | - |
 BHP (BHP) | 1.98% | 0% | 72.23% | 10/28/2025 |
 IBM (IBM) | 1.94% | 0% | 30.39% | 9/13/2024 |
 Western Alliance (WAL) | 1.87% | 3.64% | 47.2% | - |
 Bitcoin (BTC) | 1.85% | 0% | 37.54% | 10/6/2025 |
 Bloom Energy (BE) | 1.78% | 0% | 32.78% | 10/15/2025 |
 Cardano (ADA) | 1.69% | 0% | 43.5% | 12/1/2025 |
 Unilever (ULVR.L) | 1.53% | 0% | 28.01% | 9/10/2024 |
 Baker Hughes (BKR) | 1.52% | 0% | 30.99% | 1/17/2025 |
 Intel (INTC) | 1.52% | 0% | 33.73% | 4/10/2026 |
 Tenaris (TS) | 1.26% | 0% | 58.76% | 2/6/2026 |
 HubSpot (HUBS) | 1.11% | 0% | 42.55% | 12/1/2025 |
 Vertex (VRTX) | 1.09% | 4.93% | 27.29% | - |
 Celsius (CELH) | 1.04% | 0% | 25.51% | 6/24/2025 |
 Ferrari (RACE) | 1.01% | 2.57% | 30.27% | - |
 Emcor (EME) | 0.96% | 0% | 38.97% | 10/15/2025 |
 C3.ai (AI) | 0.93% | 0% | 27.06% | 2/23/2026 |
 MercadoLibre (MELI) | 0.87% | 0% | 13.83% | 5/13/2025 |
 Vitesse Energy (VTS) | 0.83% | 2.62% | 23.6% | - |
 Atmos (ATO) | 0.69% | 0% | 17.4% | 11/22/2024 |
 AMD (AMD) | 0.54% | 0% | 13.35% | 10/6/2025 |
 Toast (TOST) | 0.49% | 2.56% | 16.45% | - |
 Solana (SOL) | 0.44% | 1.94% | 16.45% | - |
 PepsiCo (PEP) | 0.4% | 4.69% | 7.87% | - |
 Edison (EIX) | 0.38% | 0% | 15.73% | 2/24/2026 |
 MAA (MAA) | 0.23% | 6.16% | 3.69% | - |
 CoreWeave Inc (CRWV) | 0.23% | 7.03% | 6.56% | - |
 Sherwin-Williams (SHW) | 0.22% | 0.95% | 20.62% | - |
 ExxonMobil (XOM) | 0.18% | 2.49% | 6.44% | - |
 Brookfield Renewable Corp (BEPC) | 0.15% | 1.66% | 8.58% | - |
 Air Products (APD) | 0.12% | 1.51% | 7.87% | - |
 Capgemini (CAP.PA) | 0.06% | 5.4% | 1.19% | - |
 Svitzer (SVITZR.CO) | 0.01% | 0% | 3.34% | 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
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