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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
CVS99.14%
MAERSKB.CO98.93%
MMM98.82%
AAPL92.7%
SOLV89.26%
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) | 5.66% | 5.41% | 99.14% | - |
| Maersk (MAERSKB.CO) | 5.01% | 7.08% | 98.93% | - |
| Apple (AAPL) | 4.42% | 0% | 92.7% | 5/21/2026 |
| Solventum (SOLV) | 4.37% | 4.27% | 89.26% | - |
| 3M (MMM) | 4.36% | 5.4% | 98.82% | - |
 Coca-Cola (KO) | 3.82% | 0% | 80.13% | 2/12/2026 |
 Altria (MO) | 3.49% | 0% | 81.85% | 4/30/2026 |
 NVIDIA (NVDA) | 3.37% | 9.51% | 60.47% | - |
 Seagate (STX.US) | 3.26% | 0% | 68.53% | 1/26/2026 |
 Toyota (TM) | 3.05% | 3.25% | 71.75% | - |
 Reliance Steel (RS) | 2.98% | 0% | 82.81% | 2/12/2026 |
 Sony (SONY) | 2.98% | 0% | 62.62% | 8/8/2025 |
 McDonald's (MCD) | 2.87% | 4.47% | 83.14% | - |
 Verizon (VZ) | 2.85% | 3.9% | 55.53% | - |
 AT&T (T.US) | 2.76% | 0% | 43.5% | 2/11/2025 |
 B2Gold (BTG.US) | 2.7% | 0% | 68.53% | 10/2/2025 |
 Apple Hospitality (APLE) | 2.65% | 0% | 59.51% | 3/19/2026 |
 Pfizer (PFE) | 2.63% | 0% | 65.09% | 9/2/2025 |
 Nike (NKE) | 2.32% | 5.02% | 45.44% | - |
 Berkshire Hathaway (BRK.B) | 2.26% | 0% | 47.26% | 3/18/2025 |
 Western Alliance (WAL) | 1.99% | 3.28% | 51.45% | - |
 BHP (BHP) | 1.78% | 0% | 65.09% | 10/28/2025 |
 IBM (IBM) | 1.75% | 0% | 27.39% | 9/13/2024 |
 Bitcoin (BTC) | 1.66% | 0% | 33.83% | 10/6/2025 |
 Bloom Energy (BE) | 1.6% | 0% | 29.54% | 10/15/2025 |
 Cardano (ADA) | 1.53% | 0% | 39.21% | 12/1/2025 |
 Vertex (VRTX) | 1.43% | 4.77% | 33.83% | - |
 Unilever (ULVR.L) | 1.38% | 0% | 25.24% | 9/10/2024 |
 Baker Hughes (BKR) | 1.37% | 0% | 27.93% | 1/17/2025 |
 Intel (INTC) | 1.37% | 0% | 30.4% | 4/10/2026 |
 Ferrari (RACE) | 1.37% | 5.2% | 36.41% | - |
 Tenaris (TS) | 1.14% | 0% | 52.95% | 2/6/2026 |
 HubSpot (HUBS) | 1% | 0% | 38.35% | 12/1/2025 |
 Vitesse Energy (VTS) | 0.97% | 2.09% | 30.5% | - |
 Celsius (CELH) | 0.93% | 0% | 22.99% | 6/24/2025 |
 Emcor (EME) | 0.87% | 0% | 35.12% | 10/15/2025 |
 C3.ai (AI) | 0.83% | 0% | 24.38% | 2/23/2026 |
 MercadoLibre (MELI) | 0.78% | 0% | 12.46% | 5/13/2025 |
 MAA (MAA) | 0.76% | 5.66% | 12.46% | - |
 CoreWeave Inc (CRWV) | 0.74% | 4.36% | 15.15% | - |
 PepsiCo (PEP) | 0.74% | 3.58% | 16.33% | - |
 Toast (TOST) | 0.65% | 2.37% | 24.06% | - |
 Atmos (ATO) | 0.63% | 0% | 15.68% | 11/22/2024 |
 Solana (SOL) | 0.55% | 1.58% | 23.85% | - |
 AMD (AMD) | 0.49% | 0% | 12.03% | 10/6/2025 |
 Capgemini (CAP.PA) | 0.44% | 3.98% | 9.67% | - |
 ExxonMobil (XOM) | 0.37% | 2.28% | 14.72% | - |
 LVMH (MC.PA) | 0.34% | 5.01% | 6.44% | - |
 Edison (EIX) | 0.34% | 0% | 14.18% | 2/24/2026 |
 Airbus (AIR.PA) | 0.32% | 4.24% | 7.52% | - |
 Sherwin-Williams (SHW) | 0.28% | 0.79% | 27.82% | - |
 Brookfield Renewable Corp (BEPC) | 0.26% | 1.2% | 16.86% | - |
 Air Products (APD) | 0.24% | 1.35% | 16.33% | - |
 Svitzer (SVITZR.CO) | 0.01% | 0% | 3.01% | 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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