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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
CVS99.18%
MMM98.87%
MAERSKB.CO96.72%
SOLV88.73%
AAPL88.42%
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) | 5.61% | 4.19% | 99.18% | - |
| Maersk (MAERSKB.CO) | 4.94% | 0% | 96.72% | 8/14/2026 |
| 3M (MMM) | 4.4% | 4.75% | 98.87% | - |
| Solventum (SOLV) | 4.33% | 0% | 88.73% | 8/26/2026 |
| Apple (AAPL) | 4.22% | 0% | 88.42% | 5/21/2026 |
 Coca-Cola (KO) | 3.64% | 0% | 76.43% | 2/12/2026 |
 NVIDIA (NVDA) | 3.64% | 9.35% | 62.3% | - |
 Altria (MO) | 3.33% | 0% | 78.07% | 4/30/2026 |
 Toyota (TM) | 3.16% | 5.58% | 73.05% | - |
 Seagate (STX.US) | 3.11% | 0% | 65.37% | 1/26/2026 |
 McDonald's (MCD) | 2.93% | 3.81% | 83.91% | - |
 Verizon (VZ) | 2.9% | 3.96% | 57.58% | - |
 Reliance Steel (RS) | 2.84% | 0% | 79% | 2/12/2026 |
 Sony (SONY) | 2.84% | 0% | 59.73% | 8/8/2025 |
 AT&T (T.US) | 2.63% | 0% | 41.5% | 2/11/2025 |
 B2Gold (BTG.US) | 2.57% | 0% | 65.37% | 10/2/2025 |
 Apple Hospitality (APLE) | 2.53% | 0% | 56.76% | 3/19/2026 |
 Pfizer (PFE) | 2.51% | 0% | 62.09% | 9/2/2025 |
 Nike (NKE) | 2.42% | 3.96% | 47.95% | - |
 Berkshire Hathaway (BRK.B) | 2.16% | 0% | 45.08% | 3/18/2025 |
 Western Alliance (WAL) | 2.04% | 2.91% | 53.69% | - |
 BHP (BHP) | 1.7% | 0% | 62.09% | 10/28/2025 |
 IBM (IBM) | 1.67% | 0% | 26.13% | 9/13/2024 |
 Bitcoin (BTC) | 1.59% | 0% | 32.27% | 10/6/2025 |
 Vertex (VRTX) | 1.58% | 4.81% | 36.89% | - |
 Ferrari (RACE) | 1.55% | 5.08% | 39.34% | - |
 Bloom Energy (BE) | 1.53% | 0% | 28.18% | 10/15/2025 |
 Cardano (ADA) | 1.46% | 0% | 37.4% | 12/1/2025 |
 Unilever (ULVR.L) | 1.31% | 0% | 24.08% | 9/10/2024 |
 Baker Hughes (BKR) | 1.31% | 0% | 26.64% | 1/17/2025 |
 Intel (INTC) | 1.31% | 0% | 29% | 4/10/2026 |
 Tenaris (TS) | 1.09% | 0% | 50.51% | 2/6/2026 |
 Vitesse Energy (VTS) | 1.01% | 2.05% | 33.71% | - |
 MAA (MAA) | 0.97% | 4.88% | 16.5% | - |
 HubSpot (HUBS) | 0.95% | 0% | 36.58% | 12/1/2025 |
 CoreWeave Inc (CRWV) | 0.9% | 4.2% | 19.06% | - |
 Celsius (CELH) | 0.89% | 0% | 21.93% | 6/24/2025 |
 PepsiCo (PEP) | 0.86% | 3.22% | 20.18% | - |
 Emcor (EME) | 0.83% | 0% | 33.5% | 10/15/2025 |
 C3.ai (AI) | 0.8% | 0% | 23.26% | 2/23/2026 |
 MercadoLibre (MELI) | 0.75% | 0% | 11.89% | 5/13/2025 |
 Toast (TOST) | 0.73% | 2.33% | 27.56% | - |
 Solana (SOL) | 0.62% | 4.38% | 27.36% | - |
 Capgemini (CAP.PA) | 0.62% | 4.18% | 13.83% | - |
 Atmos (ATO) | 0.6% | 0% | 14.96% | 11/22/2024 |
 LVMH (MC.PA) | 0.53% | 3.95% | 10.76% | - |
 Airbus (AIR.PA) | 0.5% | 3.84% | 11.78% | - |
 AMD (AMD) | 0.46% | 0% | 11.48% | 10/6/2025 |
 ExxonMobil (XOM) | 0.45% | 2.11% | 18.65% | - |
 Edison (EIX) | 0.32% | 0% | 13.52% | 2/24/2026 |
 Sherwin-Williams (SHW) | 0.3% | 0.73% | 31.15% | - |
 Brookfield Renewable Corp (BEPC) | 0.3% | 0.98% | 20.7% | - |
 Air Products (APD) | 0.29% | 1.21% | 20.18% | - |
 Elisa (ELISA.HE) | 0.18% | 7.78% | 2.25% | - |
 GSK (GSK.L) | 0.04% | 4.53% | 0.92% | - |
 Dalerjon-LZSCKXK | 0.02% | 1.29% | 1.33% | - |
 Svitzer (SVITZR.CO) | 0.01% | 0% | 2.87% | 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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