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Portfolio Diversification
Range
Most Diversified
20 instruments
May 7, 2025
Least Diversified
0 instruments
May 6, 2025
Average
19.6 instruments
Most Consistent Holdings
Top 5
AAPL98.39%
ORCL98.39%
NVDA98.39%
UNP98.39%
UPS98.39%
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) | 6.79% | 7.18% | 98.39% | - |
| Oracle (ORCL) | 5.56% | 3.77% | 98.39% | - |
 Johnson & Johnson (JNJ) | 5.53% | 6.32% | 98.19% | - |
| Apple (AAPL) | 5.42% | 6.17% | 98.39% | - |
 Bank of America (BAC) | 5.27% | 5.67% | 98.19% | - |
 PNC (PNC) | 5.22% | 5.45% | 98.39% | - |
 Merck (MRK) | 5.15% | 6.42% | 98.19% | - |
 General Dynamics (GD) | 5.11% | 4.84% | 98.39% | - |
 JPMorgan (JPM) | 5.01% | 5.24% | 97.38% | - |
 BlackRock (BLK) | 4.81% | 4.35% | 98.19% | - |
 Eli Lilly (LLY) | 4.76% | 5.02% | 98.39% | - |
| Union Pacific (UNP) | 4.69% | 4.85% | 98.39% | - |
 Wells Fargo (WFC) | 4.67% | 4.54% | 98.19% | - |
 Deere (DE) | 4.59% | 5.18% | 98.19% | - |
 Lockheed Martin (LMT) | 4.52% | 4.1% | 97.59% | - |
 Pfizer (PFE) | 4.41% | 4.28% | 98.19% | - |
 Microsoft (MSFT) | 4.37% | 4.21% | 97.59% | - |
| UPS (UPS) | 4.34% | 3.88% | 98.39% | - |
 ADP (ADP) | 3.58% | 3.25% | 98.19% | - |
 UnitedHealth (UNH) | 3.41% | 3.46% | 97.38% | - |
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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