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Portfolio Diversification
Range
Most Diversified
20 instruments
May 7, 2025
Least Diversified
0 instruments
May 6, 2025
Average
19.8 instruments
Most Consistent Holdings
Top 5
AAPL99.25%
ORCL99.25%
NVDA99.25%
UNP99.25%
UPS99.25%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 6, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 6.8% | 7.18% | 99.25% | - |
| Oracle (ORCL) | 6.03% | 5.69% | 99.25% | - |
 Johnson & Johnson (JNJ) | 5.43% | 5.88% | 98.99% | - |
| Apple (AAPL) | 5.36% | 6.07% | 99.25% | - |
 Bank of America (BAC) | 5.26% | 5.17% | 98.99% | - |
 PNC (PNC) | 5.2% | 5.42% | 99.25% | - |
 General Dynamics (GD) | 5.16% | 4.99% | 99.25% | - |
 JPMorgan (JPM) | 5.03% | 0% | 97.99% | 6/6/2026 |
 Merck (MRK) | 5.01% | 5.73% | 98.99% | - |
 BlackRock (BLK) | 4.96% | 4.26% | 98.99% | - |
 Wells Fargo (WFC) | 4.79% | 4.38% | 98.99% | - |
| Union Pacific (UNP) | 4.67% | 4.93% | 99.25% | - |
 Eli Lilly (LLY) | 4.66% | 5.42% | 99.25% | - |
 Lockheed Martin (LMT) | 4.61% | 0% | 98.24% | 6/6/2026 |
 Deere (DE) | 4.6% | 4.75% | 98.99% | - |
 Microsoft (MSFT) | 4.56% | 0% | 98.24% | 6/6/2026 |
 Pfizer (PFE) | 4.53% | 4.27% | 98.99% | - |
| UPS (UPS) | 4.41% | 4.46% | 99.25% | - |
 ADP (ADP) | 3.73% | 2.99% | 98.99% | - |
 UnitedHealth (UNH) | 3.35% | 0% | 97.99% | 6/6/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 4.94% | 6.93% |
| Apple (AAPL) | 4.94% | 5.7% |
| Bank of America (BAC) | 4.94% | 5.61% |
| Johnson & Johnson (JNJ) | 4.94% | 5.56% |
| Oracle (ORCL) | 4.94% | 5.52% |
| Eli Lilly (LLY) | 4.94% | 5.46% |
| JPMorgan (JPM) | 4.94% | 5.35% |
| Merck (MRK) | 4.94% | 5.3% |
| Wells Fargo (WFC) | 4.94% | 5.28% |
| PNC (PNC) | 4.94% | 5.26% |
| General Dynamics (GD) | 4.94% | 5.16% |
| BlackRock (BLK) | 4.94% | 4.87% |
| Microsoft (MSFT) | 4.94% | 4.64% |
| Union Pacific (UNP) | 4.94% | 4.45% |
| Pfizer (PFE) | 4.94% | 4.34% |
| UPS (UPS) | 4.94% | 4.33% |
| Lockheed Martin (LMT) | 4.94% | 4.28% |
| Deere (DE) | 4.94% | 4.03% |
| ADP (ADP) | 4.94% | 3.52% |
| UnitedHealth (UNH) | 4.94% | 3.41% |
Cash & Instruments Over Time
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