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Portfolio Diversification
Range
Most Diversified
27 instruments
August 8, 2025
Least Diversified
0 instruments
October 20, 2025
Average
17.9 instruments
Most Consistent Holdings
Top 5
VRSK67.29%
CHKP66.67%
SPY66.04%
VGT65.73%
V64.17%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 22, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Meta (META) | 6.11% | 12.3% | 61.06% | - |
| Vanguard Information Technology (VGT) | 5.12% | 10.59% | 65.73% | - |
| Verisk (VRSK) | 3.84% | 5.42% | 67.29% | - |
 iShares Russell 1000 Growth ETF (IWF) | 3.73% | 8.91% | 62.62% | - |
| State Street SPDR S&P 500 ETF (SPY) | 2.98% | 4.84% | 66.04% | - |
| Check Point (CHKP) | 2.94% | 3.86% | 66.67% | - |
| Visa (V) | 2.89% | 4.3% | 64.17% | - |
 NVIDIA (NVDA) | 2.87% | 4.84% | 58.26% | - |
 Microsoft (MSFT) | 2.71% | 3.77% | 62.31% | - |
 Amazon (AMZN) | 2.63% | 4.28% | 58.88% | - |
 Lululemon (LULU) | 2.47% | 0% | 51.71% | 10/21/2025 |
 Cintas (CTAS) | 2.42% | 4.41% | 58.88% | - |
 Netflix (NFLX) | 2.23% | 3.73% | 58.88% | - |
 Trane (TT) | 2.21% | 0% | 51.09% | 2/11/2026 |
 Baker Hughes (BKR) | 2.2% | 0% | 21.5% | 7/8/2025 |
 Mastercard (MA) | 2.19% | 4.2% | 50.16% | - |
 TSMC (TSM) | 2.02% | 5.32% | 40.81% | - |
 Corcept Therapeutics (CORT) | 1.81% | 0% | 26.48% | 8/27/2025 |
 BlackLine (BL) | 1.64% | 0% | 38.94% | 8/27/2025 |
 Adobe (ADBE) | 1.59% | 0% | 39.88% | 8/27/2025 |
 Exponent (EXPO) | 1.53% | 0% | 51.71% | 10/19/2025 |
 Coinbase (COIN) | 1.51% | 2.59% | 45.79% | - |
 DocuSign (DOCU) | 1.46% | 0% | 23.68% | 9/2/2025 |
 United Therapeutics (UTHR) | 1.39% | 0% | 38.32% | 8/27/2025 |
 Paylocity (PCTY) | 1.38% | 0% | 21.81% | 8/27/2025 |
 Arista (ANET) | 1.19% | 0% | 27.41% | 2/12/2026 |
 Badger Meter (BMI) | 1.18% | 0% | 27.1% | 10/21/2025 |
 Accenture (ACN) | 1.07% | 0% | 27.1% | 10/21/2025 |
 Halozyme (HALO) | 1% | 0% | 23.99% | 7/30/2025 |
 Powell Industries (POWL) | 0.92% | 0% | 20.25% | 6/26/2025 |
 Eaton (ETN) | 0.91% | 0% | 19.63% | 10/31/2025 |
 Camtek (CAMT) | 0.91% | 0% | 19.63% | 6/24/2025 |
 Gartner (IT) | 0.9% | 0% | 27.41% | 10/21/2025 |
 eBay (EBAY) | 0.84% | 0% | 18.38% | 1/5/2026 |
 Broadcom (AVGO) | 0.84% | 4.41% | 19% | - |
 Eli Lilly (LLY) | 0.81% | 0% | 19% | 10/1/2025 |
 Qualcomm (QCOM) | 0.79% | 0% | 24.61% | 8/28/2025 |
 Alphabet (GOOG) | 0.78% | 4.41% | 17.13% | - |
 Carpenter Technology (CRS) | 0.78% | 0% | 17.13% | 10/23/2025 |
 Amgen (AMGN) | 0.73% | 0% | 17.76% | 7/9/2025 |
 Williams-Sonoma (WSM) | 0.69% | 0% | 15.26% | 1/8/2026 |
 Exelixis (EXEL) | 0.68% | 0% | 14.64% | 9/17/2025 |
 Medpace (MEDP) | 0.67% | 0% | 16.82% | 7/1/2025 |
 Matson (MATX) | 0.62% | 0% | 29.6% | 10/28/2025 |
 Qualys (QLYS) | 0.58% | 0% | 12.77% | 6/3/2025 |
 PulteGroup (PHM) | 0.54% | 0% | 12.15% | 12/3/2025 |
 Wyndham (WH) | 0.37% | 0% | 8.41% | 8/28/2025 |
 Union Pacific (UNP) | 0.37% | 0% | 8.1% | 8/27/2025 |
 Dover (DOV) | 0.36% | 0% | 8.1% | 8/27/2025 |
 Inter Parfums (IPAR) | 0.35% | 0% | 7.79% | 5/20/2025 |
 Monolithic Power (MPWR) | 0.33% | 0% | 6.54% | 5/12/2025 |
 NMI Holdings (NMIH) | 0.32% | 0% | 6.85% | 8/22/2025 |
 Sterling (STRL.US) | 0.31% | 0% | 6.23% | 5/13/2025 |
 Logitech (LOGI) | 0.29% | 0% | 6.23% | 5/12/2025 |
 Alphabet (GOOGL) | 0.28% | 4.56% | 5.92% | - |
 Trade Desk (TTD) | 0.28% | 0% | 5.61% | 5/9/2025 |
 ASML (ASML) | 0.26% | 0% | 5.92% | 8/13/2025 |
 NetApp (NTAP) | 0.25% | 0% | 5.3% | 5/8/2025 |
 PayPal (PYPL) | 0.23% | 0% | 5.61% | 7/1/2025 |
 Zoetis (ZTS) | 0.18% | 0% | 8.1% | 8/20/2025 |
 Louisiana-Pacific (LPX) | 0.17% | 0% | 3.74% | 8/5/2025 |
 Uber (UBER) | 0.17% | 0% | 3.74% | 11/3/2025 |
 AppLovin (APP) | 0.1% | 0% | 2.18% | 8/7/2025 |
 Crocs (CROX) | 0.1% | 0% | 2.18% | 8/15/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 12.98% | 12.38% |
| Vanguard Information Technology (VGT) | 9.95% | 10.92% |
| Verisk (VRSK) | 6.49% | 5.56% |
| NVIDIA (NVDA) | 4.33% | 4.99% |
| State Street SPDR S&P 500 ETF (SPY) | 4.33% | 4.82% |
| eBay (EBAY) | 4.33% | 4.78% |
| iShares Russell 1000 Growth ETF (IWF) | 4.33% | 4.76% |
| TSMC (TSM) | 4.33% | 4.69% |
| Visa (V) | 4.33% | 4.68% |
| Amazon (AMZN) | 4.33% | 4.55% |
| Mastercard (MA) | 4.33% | 4.52% |
| Williams-Sonoma (WSM) | 4.33% | 4.4% |
| Microsoft (MSFT) | 4.33% | 4.38% |
| Arista (ANET) | 4.33% | 4.32% |
| Check Point (CHKP) | 4.33% | 4.26% |
| Trane (TT) | 4.33% | 4.13% |
| Cintas (CTAS) | 4.33% | 4.01% |
| Netflix (NFLX) | 4.33% | 3.47% |
| Coinbase (COIN) | 4.33% | 2.92% |
Cash & Instruments Over Time
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