Portfolio Diversification
Range
Most Diversified
35 instruments
October 31, 2025
Least Diversified
0 instruments
March 31, 2025
Average
24.9 instruments
Most Consistent Holdings
Top 5
RACE98.41%
VOO97.61%
FDX82.07%
AMD82.07%
LULU82.07%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 31, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 6.6% | 5.5% | 97.61% | - |
 NVIDIA (NVDA) | 4.64% | 0% | 29.88% | 6/17/2025 |
 LVMH (MC.PA) | 4.25% | 4.74% | 81.67% | - |
 Alphabet (GOOG) | 4.05% | 6.44% | 80.88% | - |
 Adobe (ADBE) | 3.8% | 4.47% | 81.67% | - |
 Chipotle (CMG) | 3.79% | 2.37% | 81.67% | - |
| Lululemon (LULU) | 3.7% | 4.67% | 82.07% | - |
| Ferrari (RACE) | 3.7% | 4.6% | 98.41% | - |
| FedEx (FDX) | 2.85% | 4.01% | 82.07% | - |
 UnitedHealth (UNH) | 2.82% | 0% | 80.88% | 12/5/2025 |
 Novo-Nordisk (NVO) | 2.71% | 3.29% | 81.67% | - |
 Salesforce (CRM) | 2.48% | 0% | 64.14% | 12/5/2025 |
 Lockheed Martin (LMT) | 2.47% | 3.68% | 64.94% | - |
 Fiserv (FISV) | 2.26% | 0% | 49.8% | 11/4/2025 |
 McDonald's (MCD) | 2.17% | 0% | 61.75% | 10/15/2025 |
 PepsiCo (PEP) | 2.12% | 3.52% | 76.1% | - |
| AMD (AMD) | 1.97% | 1.53% | 82.07% | - |
 Meta (META) | 1.92% | 2.12% | 35.06% | - |
 ExxonMobil (XOM) | 1.46% | 1.86% | 72.91% | - |
 Interactive Brokers Group (IBKR) | 1.44% | 0% | 11.16% | 5/6/2025 |
 Monster Beverage (MNST) | 1.36% | 2.6% | 55.38% | - |
 Twilio (TWLO) | 1.16% | 0% | 35.06% | 10/31/2025 |
 Baidu (BIDU) | 1.15% | 1.81% | 50.6% | - |
 Duolingo (DUOL) | 1.1% | 4.95% | 31.47% | - |
 On (ONON) | 1.1% | 2.43% | 50.6% | - |
 MongoDB (MDB) | 1.02% | 0% | 25.9% | 6/5/2025 |
 Hims & Hers (HIMS) | 0.92% | 0% | 21.51% | 7/8/2025 |
 Thermo Fisher (TMO) | 0.9% | 0% | 40.24% | 8/22/2025 |
 PayPal (PYPL) | 0.78% | 1.54% | 45.82% | - |
 Marathon Digital (MARA) | 0.78% | 0.53% | 58.96% | - |
 Zoetis (ZTS) | 0.76% | 1.28% | 42.63% | - |
 Tenable (TENB) | 0.7% | 1.45% | 42.63% | - |
 Zscaler (ZS) | 0.69% | 0% | 37.85% | 11/25/2025 |
 Airbnb (ABNB) | 0.68% | 0% | 31.08% | 8/6/2025 |
 Prologis (PLD) | 0.67% | 0% | 34.26% | 9/19/2025 |
 Target (TGT) | 0.65% | 2.17% | 30.28% | - |
 Elevance Health (ELV) | 0.64% | 0.72% | 77.69% | - |
 Trupanion (TRUP) | 0.62% | 1.26% | 42.23% | - |
 Bitmine Immersion Technologies Inc (BMNR) | 0.56% | 0% | 43.82% | 12/5/2025 |
 JD.com (JD.US) | 0.55% | 1.47% | 33.47% | - |
 Tenaris (TS) | 0.54% | 0% | 51.39% | 9/19/2025 |
 General Dynamics (GD) | 0.54% | 0% | 30.68% | 7/29/2025 |
 Huntington Ingalls (HII) | 0.54% | 0% | 7.57% | 5/13/2025 |
 Southern Co (SO) | 0.52% | 1.58% | 29.88% | - |
 Toast (TOST) | 0.51% | 4.19% | 11.95% | - |
 Edison (EIX) | 0.5% | 0% | 29.08% | 12/5/2025 |
 Nike (NKE) | 0.44% | 0% | 19.12% | 6/30/2025 |
 Suncor (SU) | 0.39% | 0% | 16.33% | 6/23/2025 |
 Pfizer (PFE) | 0.35% | 1.77% | 19.92% | - |
 Volkswagen (VOW3.DE) | 0.28% | 0% | 11.16% | 8/15/2025 |
 ASML (ASML) | 0.22% | 0% | 9.56% | 8/14/2025 |
 Nu (NU) | 0.18% | 0% | 8.37% | 5/6/2025 |
 Ethereum (ETH) | 0.14% | 0% | 5.58% | 5/29/2025 |
 Weatherford (WFRD) | 0.11% | 0% | 1.59% | 4/14/2025 |
 Synopsys (SNPS) | 0.08% | 0% | 4.78% | 11/25/2025 |
 Netflix (NFLX) | 0.04% | 0% | 0.8% | 10/24/2025 |
 Alibaba (BABA) | 0.04% | 0% | 1.59% | 7/18/2025 |
 Palantir (PLTR) | 0.03% | 0% | 0.8% | 5/8/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.