LukaszKisicki avatar

LukaszKisicki
🇵🇱 Tech and Med Tech Investor.
73 copiers.

Cash Allocation

Range

Highest Cash
February 1, 2022
Lowest Cash
February 2, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
22 instruments
March 10, 2023
Least Diversified
0 instruments
February 1, 2022
Average
11 instruments

Most Consistent Holdings

Top 5

avatarMETA
43.25%
avatarASML
33.03%
avatarAMD
30.57%
avatarIBM
30.2%
avatarNFLX
29.74%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
February 2, 2025
Lowest Exposure
February 1, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
20.15%
Electronic Technology
16.42%
Health Technology
7.61%
Finance
5.95%
Commercial Services
5.7%

Top Countries

Top 5

🇺🇸United States
68.43%
🇳🇱Netherlands
3.42%
🇮🇪Ireland
2.89%
🇬🇧United Kingdom
0.67%
🇨🇳China
0.22%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MetaMeta (META)
4.54%0%43.25%2/1/2025
PayPalPayPal (PYPL)
4.04%0%29.01%10/25/2024
NetflixNetflix (NFLX)
3.4%0%29.74%1/16/2024
NVIDIANVIDIA (NVDA)
3.23%0%22.54%2/1/2025
ASMLASML (ASML)
3.01%0%33.03%2/1/2025
IBMIBM (IBM)
3.01%0%30.2%2/1/2025
AMDAMD (AMD)
2.4%0%30.57%7/17/2024
BroadcomBroadcom (AVGO)
1.95%0%17.79%7/2/2024
CintasCintas (CTAS)
1.61%0%18.8%2/1/2025
IDEXXIDEXX (IDXX)
1.57%0%19.16%2/12/2024
NextEraNextEra (NEE)
1.52%0%15.88%7/10/2024
AlphabetAlphabet (GOOG)
1.46%0%26.55%2/7/2024
OracleOracle (ORCL)
1.29%0%16.7%11/21/2023
Applied MaterialsApplied Materials (AMAT)
1.18%0%17.61%10/17/2023
AmazonAmazon (AMZN)
1.17%0%23.81%1/16/2024
CrowdstrikeCrowdstrike (CRWD)
1.09%0%10.68%7/2/2024
ModernaModerna (MRNA)
1.06%0%15.33%3/6/2024
AppleApple (AAPL)
1.03%0%21.08%10/17/2023
DisneyDisney (DIS)
1%0%15.88%6/27/2023
TeslaTesla (TSLA)
0.97%0%16.97%7/21/2023
HCAHCA (HCA)
0.96%0%13.05%11/28/2023
Johnson ControlsJohnson Controls (JCI)
0.95%0%15.05%6/2/2023
CostcoCostco (COST)
0.94%0%18.7%2/12/2024
StrykerStryker (SYK)
0.92%0%17.61%2/12/2024
AdobeAdobe (ADBE)
0.91%0%17.34%2/1/2024
Marathon PetroleumMarathon Petroleum (MPC)
0.83%0%12.23%7/11/2024
AccentureAccenture (ACN)
0.79%0%16.15%6/1/2023
Intuitive SurgicalIntuitive Surgical (ISRG)
0.7%0%10.49%5/26/2023
VisaVisa (V)
0.7%0%13.23%2/12/2024
TargetTarget (TGT)
0.7%0%10.77%5/5/2023
LindeLinde (LIN)
0.67%0%9.85%3/1/2024
Marsh & McLennanMarsh & McLennan (MMC)
0.66%0%11.59%10/17/2023
Capital OneCapital One (COF)
0.64%0%7.57%6/26/2023
KLAKLA (KLAC)
0.63%0%11.77%10/17/2023
AristaArista (ANET)
0.62%0%5.38%2/1/2025
MarvellMarvell (MRVL)
0.62%0%12.14%1/25/2024
Sherwin-WilliamsSherwin-Williams (SHW)
0.61%0%11.59%7/31/2023
KKRKKR (KKR)
0.6%0%5.75%2/1/2025
CharterCharter (CHTR)
0.56%0%9.49%4/27/2023
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.56%0%11.22%11/28/2023
Home DepotHome Depot (HD)
0.54%0%7.21%7/17/2023
O'Reilly AutoO'Reilly Auto (ORLY)
0.54%0%10.13%2/1/2024
AmphenolAmphenol (APH)
0.52%0%5.93%2/2/2024
CadenceCadence (CDNS)
0.52%0%11.04%10/17/2023
JPMorganJPMorgan (JPM)
0.51%0%8.39%2/5/2024
Morgan StanleyMorgan Stanley (MS)
0.5%0%5.66%6/16/2023
EmersonEmerson (EMR)
0.48%0%6.11%8/2/2023
AlignAlign (ALGN)
0.48%0%9.22%7/31/2023
NikeNike (NKE)
0.48%0%9.85%6/30/2023
IntuitIntuit (INTU)
0.48%0%6.02%4/28/2023
WalmartWalmart (WMT)
0.48%0%8.67%7/11/2024
MicrosoftMicrosoft (MSFT)
0.47%0%7.21%7/31/2023
FortinetFortinet (FTNT)
0.46%0%10.22%4/28/2023
CiscoCisco (CSCO)
0.45%0%9.4%5/10/2023
PepsiCoPepsiCo (PEP)
0.45%0%5.66%6/26/2023
DanaherDanaher (DHR)
0.44%0%8.67%10/25/2022
Boston ScientificBoston Scientific (BSX.US)
0.41%0%5.38%2/1/2025
EatonEaton (ETN)
0.41%0%7.21%2/21/2024
Philip MorrisPhilip Morris (PM)
0.41%0%8.03%6/23/2023
NXPNXP (NXPI)
0.41%0%7.94%6/12/2023
AonAon (AON)
0.4%0%3.83%6/21/2023
S&P GlobalS&P Global (SPGI)
0.4%0%6.02%7/31/2023
Bank of AmericaBank of America (BAC)
0.39%0%4.74%6/27/2023
PrologisPrologis (PLD)
0.39%0%7.94%6/9/2023
Waste ManagementWaste Management (WM)
0.37%0%7.48%7/17/2023
Ethereum ClassicEthereum Classic (ETC)
0.37%0%8.85%2/9/2023
Estee LauderEstee Lauder (EL)
0.37%0%5.57%6/12/2023
OktaOkta (OKTA)
0.37%0%5.02%6/27/2023
AtlassianAtlassian (TEAM)
0.36%0%3.74%6/30/2023
CloudflareCloudflare (NET)
0.34%0%6.48%6/5/2023
ZoetisZoetis (ZTS)
0.33%0%6.84%4/24/2023
ComcastComcast (CMCSA)
0.33%0%7.21%10/17/2023
American ExpressAmerican Express (AXP)
0.3%0%4.38%6/15/2023
BitcoinBitcoin (BTC)
0.3%0%3.74%11/12/2024
AgilentAgilent (A)
0.3%0%6.39%9/22/2022
Edwards LifesciencesEdwards Lifesciences (EW)
0.3%0%5.93%6/20/2023
TraneTrane (TT)
0.29%0%5.38%2/12/2024
Texas InstrumentsTexas Instruments (TXN)
0.29%0%5.75%2/1/2023
American TowerAmerican Tower (AMT)
0.29%0%5.66%5/5/2023
IQVIAIQVIA (IQV)
0.28%0%5.57%6/20/2023
QualcommQualcomm (QCOM)
0.27%0%5.29%1/23/2023
Ishares Nasdaq BiotechnologyIshares Nasdaq Biotechnology (IBB)
0.27%0%5.2%9/22/2022
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
0.26%0%5.2%9/22/2022
L3HarrisL3Harris (LHX)
0.26%0%5.2%9/22/2022
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
0.26%0%5.2%9/22/2022
Moody'sMoody's (MCO)
0.26%0%3.19%2/5/2024
Invesco QQQInvesco QQQ (QQQ)
0.26%0%5.2%9/22/2022
PfizerPfizer (PFE)
0.26%0%4.29%3/6/2024
Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
0.26%0%5.2%9/22/2022
Natural Gas (Non Expiry)Natural Gas (Non Expiry) (NATGAS)
0.25%0%3.74%3/1/2023
SynopsysSynopsys (SNPS)
0.23%0%4.56%1/26/2024
ADPADP (ADP)
0.22%0%3.56%5/26/2023
AlibabaAlibaba (BABA)
0.22%0%4.38%6/20/2023
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.2%0%4.01%2/12/2024
IntelIntel (INTC)
0.2%0%4.01%6/20/2023
UnitedHealthUnitedHealth (UNH)
0.2%0%2.55%6/6/2023
Wells FargoWells Fargo (WFC)
0.2%0%3.1%6/29/2023
Devon EnergyDevon Energy (DVN)
0.19%0%3.83%6/30/2023
Johnson & JohnsonJohnson & Johnson (JNJ)
0.19%0%3.56%5/31/2023
Goldman SachsGoldman Sachs (GS)
0.16%0%3.56%6/15/2023
Public StoragePublic Storage (PSA)
0.16%0%2.65%11/9/2022
WilliamsWilliams (WMB)
0.14%0%2.74%6/12/2023
RoperRoper (ROP)
0.14%0%2.74%7/17/2023
FrontlineFrontline (FRO)
0.13%0%2.37%9/5/2023
AbbottAbbott (ABT)
0.12%0%2.19%6/27/2023
StarbucksStarbucks (SBUX)
0.11%0%2.28%6/27/2023
McDonald'sMcDonald's (MCD)
0.11%0%2.28%7/17/2023
Thermo FisherThermo Fisher (TMO)
0.11%0%1.73%6/20/2023
BlackRockBlackRock (BLK)
0.11%0%2.19%6/20/2023
SalesforceSalesforce (CRM)
0.1%0%2.1%6/1/2023
CaesarsCaesars (CZR)
0.1%0%2.01%6/27/2023
AbbVieAbbVie (ABBV)
0.1%0%2.01%10/25/2022
TwitterTwitter (TWTR)
0.08%0%1.37%6/28/2022
BallBall (BALL)
0.07%0%1.37%6/23/2023
Eli LillyEli Lilly (LLY)
0.07%0%1.46%7/11/2024
eBayeBay (EBAY)
0.07%0%1.37%6/1/2023
SolanaSolana (SOL)
0.06%0%0.55%3/7/2024
CarrierCarrier (CARR)
0.06%0%1.19%6/15/2023
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.06%0%0.82%7/4/2022
EthereumEthereum (ETH)
0.05%0%0.64%5/9/2023
MedtronicMedtronic (MDT.US)
0.04%0%0.82%6/1/2023
Platinum (Non Expiry)Platinum (Non Expiry) (PLATINUM)
0.04%0%0.64%10/25/2022
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.04%0%0.64%10/21/2022
Copper (Expiring Future)Copper (Expiring Future) (COPPER.FUT)
0.04%0%0.64%10/13/2022
US Dollar Index (Non Expiry)US Dollar Index (Non Expiry) (USDOLLAR)
0.04%0%0.55%10/28/2022
CencoraCencora (COR)
0.04%0%0.64%3/4/2024
Silver (Non Expiry)Silver (Non Expiry) (SILVER)
0.04%0%0.55%10/24/2022
General DynamicsGeneral Dynamics (GD)
0.04%0%0.64%4/28/2023
OccidentalOccidental (OXY)
0.04%0%0.73%5/5/2023
T. Rowe PriceT. Rowe Price (TROW)
0.03%0%0.64%6/12/2023
CAD/JPYCAD/JPY (CADJPY)
0.03%0%0.91%10/13/2022
USD/CADUSD/CAD (USDCAD)
0.03%0%0.91%10/13/2022
AUD/JPYAUD/JPY (AUDJPY)
0.03%0%0.91%10/13/2022
Charles SchwabCharles Schwab (SCHW)
0.03%0%0.55%10/28/2022
Invesco DB Agriculture FundInvesco DB Agriculture Fund (DBA)
0.03%0%0.55%10/3/2022
CardanoCardano (ADA)
0.02%0%0.36%6/12/2022
EquifaxEquifax (EFX)
0.02%0%0.46%6/27/2023
BNY MellonBNY Mellon (BK)
0.02%0%0.46%9/22/2022
ChipotleChipotle (CMG)
0.01%0%0.27%10/3/2022
NZD/USDNZD/USD (NZDUSD)
0.01%0%0.18%10/6/2022
AUD/USDAUD/USD (AUDUSD)
0.01%0%0.18%10/6/2022
USD/CHFUSD/CHF (USDCHF)
0.01%0%0.18%10/6/2022
CHF/JPYCHF/JPY (CHFJPY)
0.01%0%0.18%10/6/2022
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.01%0%0.09%10/14/2022
EUR/JPYEUR/JPY (EURJPY)
0.01%0%0.18%9/30/2022
iShares Core S&P US ValueiShares Core S&P US Value (IUSV)
0%0%0.09%9/22/2022
HersheyHershey (HSY)
0%0%0.09%7/10/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      NVIDIANVIDIA (NVDA)
      		31.84%30.21%
      MetaMeta (META)
      		11.92%14.06%
      AristaArista (ANET)
      		10.89%11.85%
      IBMIBM (IBM)
      		9.85%11.57%
      KKRKKR (KKR)
      		10.89%10.56%
      ASMLASML (ASML)
      		11.72%8%
      Boston ScientificBoston Scientific (BSX.US)
      		7.61%7.73%
      CintasCintas (CTAS)
      		5.44%6.18%

      Cash Exposure Over Time

      Cash Exposure % Over Time