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Portfolio Diversification
Range
Most Diversified
26 instruments
August 24, 2026
Least Diversified
0 instruments
April 4, 2026
Average
23.2 instruments
Most Consistent Holdings
Top 5
CVS99.02%
MMM98.73%
MAERSKB.CO92.37%
SOLV84.74%
AAPL84.44%
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) | 5.6% | 6.99% | 99.02% | - |
| Maersk (MAERSKB.CO) | 4.72% | 0% | 92.37% | 8/14/2026 |
| 3M (MMM) | 4.4% | 4.92% | 98.73% | - |
| Solventum (SOLV) | 4.13% | 0% | 84.74% | 8/26/2026 |
| Apple (AAPL) | 4.03% | 0% | 84.44% | 5/21/2026 |
 NVIDIA (NVDA) | 3.88% | 9.17% | 63.8% | - |
 Coca-Cola (KO) | 3.48% | 0% | 72.99% | 2/12/2026 |
 Toyota (TM) | 3.25% | 5.69% | 74.07% | - |
 Altria (MO) | 3.18% | 0% | 74.56% | 4/30/2026 |
 Seagate (STX.US) | 2.97% | 0% | 62.43% | 1/26/2026 |
 McDonald's (MCD) | 2.96% | 3.74% | 84.44% | - |
 Verizon (VZ) | 2.94% | 3.57% | 59.3% | - |
 Reliance Steel (RS) | 2.71% | 0% | 75.44% | 2/12/2026 |
 Sony (SONY) | 2.71% | 0% | 57.05% | 8/8/2025 |
 AT&T (T.US) | 2.52% | 0% | 39.63% | 2/11/2025 |
 Nike (NKE) | 2.47% | 3.96% | 50.1% | - |
 B2Gold (BTG.US) | 2.46% | 0% | 62.43% | 10/2/2025 |
 Apple Hospitality (APLE) | 2.41% | 0% | 54.21% | 3/19/2026 |
 Pfizer (PFE) | 2.4% | 0% | 59.3% | 9/2/2025 |
 Western Alliance (WAL) | 2.07% | 2.76% | 55.58% | - |
 Berkshire Hathaway (BRK.B) | 2.06% | 0% | 43.05% | 3/18/2025 |
 Vertex (VRTX) | 1.71% | 4.55% | 39.53% | - |
 Ferrari (RACE) | 1.7% | 5.07% | 41.88% | - |
 BHP (BHP) | 1.62% | 0% | 59.3% | 10/28/2025 |
 IBM (IBM) | 1.59% | 0% | 24.95% | 9/13/2024 |
 Bitcoin (BTC) | 1.52% | 0% | 30.82% | 10/6/2025 |
 Bloom Energy (BE) | 1.46% | 0% | 26.91% | 10/15/2025 |
 Cardano (ADA) | 1.39% | 0% | 35.71% | 12/1/2025 |
 Unilever (ULVR.L) | 1.25% | 0% | 22.99% | 9/10/2024 |
 Baker Hughes (BKR) | 1.25% | 0% | 25.44% | 1/17/2025 |
 Intel (INTC) | 1.25% | 0% | 27.69% | 4/10/2026 |
 MAA (MAA) | 1.12% | 4.5% | 20.06% | - |
 Vitesse Energy (VTS) | 1.06% | 2.15% | 36.5% | - |
 Tenaris (TS) | 1.04% | 0% | 48.24% | 2/6/2026 |
 CoreWeave Inc (CRWV) | 1.03% | 3.12% | 22.5% | - |
 PepsiCo (PEP) | 0.96% | 3.18% | 23.58% | - |
 HubSpot (HUBS) | 0.91% | 0% | 34.93% | 12/1/2025 |
 Celsius (CELH) | 0.85% | 0% | 20.94% | 6/24/2025 |
 Solana (SOL) | 0.8% | 4.69% | 30.43% | - |
 Toast (TOST) | 0.79% | 2.29% | 30.63% | - |
 Emcor (EME) | 0.79% | 0% | 32% | 10/15/2025 |
 Capgemini (CAP.PA) | 0.78% | 4.87% | 17.51% | - |
 C3.ai (AI) | 0.76% | 0% | 22.21% | 2/23/2026 |
 MercadoLibre (MELI) | 0.71% | 0% | 11.35% | 5/13/2025 |
 LVMH (MC.PA) | 0.67% | 3.67% | 14.58% | - |
 Airbus (AIR.PA) | 0.64% | 3.81% | 15.56% | - |
 Atmos (ATO) | 0.57% | 0% | 14.29% | 11/22/2024 |
 ExxonMobil (XOM) | 0.53% | 2.39% | 22.11% | - |
 Elisa (ELISA.HE) | 0.52% | 7.96% | 6.46% | - |
 AMD (AMD) | 0.44% | 0% | 10.96% | 10/6/2025 |
 Brookfield Renewable Corp (BEPC) | 0.32% | 0.9% | 24.07% | - |
 Air Products (APD) | 0.32% | 1.24% | 23.58% | - |
 Sherwin-Williams (SHW) | 0.32% | 0.75% | 34.05% | - |
 Edison (EIX) | 0.31% | 0% | 12.92% | 2/24/2026 |
 GSK (GSK.L) | 0.24% | 4.68% | 5.19% | - |
| 0.04% | 0% | 2.94% | 9/24/2026 | |
 Svitzer (SVITZR.CO) | 0% | 0% | 2.74% | 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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