Loading...
Portfolio Diversification
Range
Most Diversified
126 instruments
January 5, 2023
Least Diversified
0 instruments
April 4, 2026
Average
113.3 instruments
Most Consistent Holdings
Top 5
AAPL99.83%
GOOG99.83%
META99.83%
MSFT99.83%
AMZN99.83%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Palantir (PLTR) | 3.27% | 4.36% | 99.83% | - |
 Netflix (NFLX) | 2.18% | 2.23% | 99.83% | - |
 NVIDIA (NVDA) | 2.06% | 2.32% | 99.83% | - |
| Meta (META) | 1.8% | 2.04% | 99.83% | - |
| Alphabet (GOOG) | 1.79% | 3.71% | 99.83% | - |
| Microsoft (MSFT) | 1.52% | 3.18% | 99.83% | - |
| Amazon (AMZN) | 1.45% | 2.17% | 99.83% | - |
 TSMC (TSM) | 1.44% | 2.48% | 99.83% | - |
 ASML (ASML) | 1.44% | 2.81% | 99.83% | - |
| Apple (AAPL) | 1.32% | 1.25% | 99.83% | - |
 Eli Lilly (LLY) | 1.26% | 1.2% | 99.83% | - |
 Caterpillar (CAT) | 1.17% | 2.36% | 99.83% | - |
 Starbucks (SBUX) | 1.12% | 0.97% | 99.83% | - |
 Lam Research (LRCX) | 1.07% | 2.71% | 99.83% | - |
 AT&T (T) | 1.05% | 1.1% | 76.47% | - |
 Vanguard Information Technology (VGT) | 1.04% | 0% | 12.18% | 5/31/2023 |
 Berkshire Hathaway (BRK.B) | 1.02% | 1.56% | 99.83% | - |
 Lockheed Martin (LMT) | 1.01% | 1.68% | 99.83% | - |
 Oracle (ORCL) | 1% | 1.65% | 99.83% | - |
 GE (GE) | 0.97% | 1.26% | 99.83% | - |
 AMD (AMD) | 0.97% | 3.82% | 99.83% | - |
 Intel (INTC) | 0.97% | 2.53% | 99.83% | - |
 Booking (BKNG) | 0.96% | 1.66% | 99.83% | - |
 Simon (SPG) | 0.96% | 1.04% | 99.83% | - |
 Domino's (DPZ) | 0.95% | 0.65% | 99.83% | - |
 Travelers (TRV) | 0.94% | 1.04% | 99.83% | - |
 Realty Income (O) | 0.92% | 0.85% | 99.83% | - |
 Kroger (KR) | 0.91% | 0.89% | 99.83% | - |
 Nucor (NUE) | 0.91% | 1.18% | 99.83% | - |
 Altria (MO) | 0.9% | 1.09% | 99.83% | - |
 BlackRock (BLK) | 0.9% | 1.7% | 99.83% | - |
 UnitedHealth (UNH) | 0.89% | 1.14% | 99.83% | - |
 PNC (PNC) | 0.87% | 0.97% | 99.83% | - |
 Johnson & Johnson (JNJ) | 0.87% | 1.08% | 99.83% | - |
 Wells Fargo (WFC) | 0.86% | 0% | 94.61% | 2/26/2026 |
 CVS Health (CVS) | 0.85% | 0.93% | 99.83% | - |
 Nike (NKE) | 0.85% | 0.34% | 99.83% | - |
 Raytheon (RTX) | 0.85% | 1.09% | 99.83% | - |
 Adidas (ADS.DE) | 0.83% | 0.64% | 99.83% | - |
 Philip Morris (PM) | 0.83% | 1.03% | 99.83% | - |
 US Bancorp (USB) | 0.82% | 0% | 94.37% | 2/23/2026 |
 Cardinal Health (CAH) | 0.82% | 1.2% | 99.83% | - |
 Bank of America (BAC) | 0.82% | 0% | 94.61% | 2/26/2026 |
 United Airlines (UAL) | 0.79% | 1.09% | 99.83% | - |
 Public Storage (PSA) | 0.78% | 0% | 96.27% | 3/18/2026 |
 Walmart (WMT) | 0.78% | 0.82% | 99.83% | - |
 ExxonMobil (XOM) | 0.78% | 1.11% | 99.83% | - |
 Unilever (ULVR.L) | 0.78% | 0.69% | 99.83% | - |
 Chevron (CVX) | 0.78% | 0.99% | 99.83% | - |
 Costco (COST) | 0.78% | 1.01% | 99.83% | - |
 PepsiCo (PEP) | 0.77% | 0.72% | 99.83% | - |
 Tesla (TSLA) | 0.77% | 0.5% | 99.83% | - |
 Danaher (DHR) | 0.76% | 0% | 94.61% | 2/26/2026 |
 Inditex (ITX.MC) | 0.76% | 0.55% | 99.83% | - |
 Visa (V) | 0.76% | 0.82% | 99.83% | - |
 Southern Co (SO) | 0.76% | 0% | 94.37% | 2/23/2026 |
 Mondelez (MDLZ) | 0.75% | 0.72% | 99.83% | - |
 3M (MMM) | 0.74% | 0% | 97.27% | 3/30/2026 |
 JPMorgan (JPM) | 0.74% | 1.07% | 99.83% | - |
 Deere (DE) | 0.73% | 1.05% | 99.83% | - |
 Delta (DAL) | 0.73% | 1.15% | 99.83% | - |
 Procter & Gamble (PG) | 0.73% | 0% | 94.45% | 2/24/2026 |
 LVMH (MC.PA) | 0.72% | 0.43% | 99.83% | - |
 Emerson (EMR) | 0.72% | 0.87% | 99.83% | - |
 Phillips 66 (PSX) | 0.71% | 0.58% | 99.83% | - |
 Aflac (AFL) | 0.71% | 0.52% | 99.83% | - |
 Adobe (ADBE) | 0.71% | 1.16% | 99.83% | - |
 Warner Bros Discovery (WBD) | 0.7% | 0.9% | 99.83% | - |
 Mastercard (MA) | 0.7% | 0.76% | 99.83% | - |
 Cisco (CSCO) | 0.7% | 0.63% | 99.83% | - |
 Stryker (SYK) | 0.7% | 0.7% | 99.83% | - |
 Moody's (MCO) | 0.69% | 0.84% | 99.83% | - |
 Merck (MRK) | 0.68% | 0% | 94.37% | 2/23/2026 |
 Sherwin-Williams (SHW) | 0.67% | 0% | 94.37% | 2/23/2026 |
 Disney (DIS) | 0.66% | 0% | 94.37% | 2/23/2026 |
 Dominion Energy (D) | 0.66% | 0% | 94.37% | 2/23/2026 |
 General Mills (GIS) | 0.64% | 0% | 94.53% | 2/25/2026 |
 Colgate (CL) | 0.64% | 0% | 97.27% | 3/30/2026 |
 Roper (ROP) | 0.64% | 0.53% | 99.83% | - |
 McDonald's (MCD) | 0.63% | 0.75% | 99.83% | - |
 HP (HPQ) | 0.63% | 0% | 77.8% | 8/7/2025 |
 Sysco (SYY) | 0.62% | 0% | 77.8% | 8/7/2025 |
 Mercedes-Benz (MBG.DE) | 0.62% | 0% | 82.52% | 10/3/2025 |
 ADP (ADP) | 0.62% | 0.62% | 99.83% | - |
 Clorox (CLX) | 0.62% | 0% | 76.47% | 7/22/2025 |
 Amgen (AMGN) | 0.62% | 0.49% | 99.83% | - |
 AbbVie (ABBV) | 0.62% | 0.84% | 99.83% | - |
 General Dynamics (GD) | 0.62% | 0.9% | 99.83% | - |
 eBay (EBAY) | 0.61% | 0% | 67.94% | 4/10/2025 |
 Waste Management (WM) | 0.6% | 0.46% | 99.83% | - |
 Coca-Cola (KO) | 0.58% | 0.46% | 99.83% | - |
 Ecolab (ECL) | 0.57% | 0.8% | 99.83% | - |
 ITW (ITW) | 0.57% | 0% | 97.27% | 3/30/2026 |
 BMW (BMW.DE) | 0.56% | 0% | 82.52% | 10/3/2025 |
 Volkswagen (VOW3.DE) | 0.55% | 0% | 82.52% | 10/3/2025 |
 American Airlines (AAL) | 0.55% | 0% | 68.52% | 4/17/2025 |
 Home Depot (HD) | 0.54% | 0% | 96.11% | 3/16/2026 |
 Lowe's (LOW) | 0.54% | 0% | 96.11% | 3/16/2026 |
 Union Pacific (UNP) | 0.51% | 0% | 82.27% | 9/30/2025 |
 Charter (CHTR) | 0.5% | 0% | 61.47% | 1/22/2025 |
 Accenture (ACN) | 0.48% | 0% | 67.85% | 4/9/2025 |
 Whirlpool (WHR) | 0.47% | 0% | 67.85% | 4/9/2025 |
 Alibaba (BABA) | 0.47% | 0% | 61.47% | 1/22/2025 |
 Southwest (LUV) | 0.47% | 0% | 61.47% | 1/22/2025 |
 FedEx (FDX) | 0.47% | 0% | 77.8% | 8/7/2025 |
 Stanley Black & Decker (SWK) | 0.47% | 0% | 61.47% | 1/22/2025 |
 Yum (YUM) | 0.45% | 0% | 76.47% | 7/22/2025 |
 Henkel (HEN3.DE) | 0.44% | 0% | 68.02% | 4/11/2025 |
 Sony (SONY) | 0.44% | 0% | 68.02% | 4/11/2025 |
 Comcast (CMCSA) | 0.44% | 0% | 67.85% | 4/9/2025 |
 Hormel (HRL) | 0.44% | 0% | 67.69% | 4/7/2025 |
 Kimberly-Clark (KMB) | 0.43% | 0% | 67.69% | 4/7/2025 |
 J.B.Hunt (JBHT) | 0.42% | 0% | 60.73% | 1/13/2025 |
 Pfizer (PFE) | 0.42% | 0% | 61.47% | 1/22/2025 |
 Medtronic (MDT.US) | 0.4% | 0% | 51.78% | 9/26/2024 |
 Bayer (BAYN.DE) | 0.4% | 0% | 61.47% | 1/22/2025 |
 Genuine Parts (GPC) | 0.4% | 0% | 67.69% | 4/7/2025 |
 Continental (CON.DE) | 0.39% | 0% | 61.39% | 1/21/2025 |
 Boeing (BA) | 0.37% | 0% | 60.73% | 1/13/2025 |
 AstraZeneca (AZN) | 0.34% | 0% | 61.47% | 1/22/2025 |
 Valeo (FR.PA) | 0.33% | 0% | 44.66% | 7/2/2024 |
 Leggett & Platt (LEG) | 0.32% | 0% | 43.5% | 6/18/2024 |
 Constellation Brands (STZ) | 0.3% | 0% | 51.53% | 9/23/2024 |
 Honeywell (HON) | 0.3% | 0% | 51.53% | 9/23/2024 |
 Walgreens (WBA) | 0.29% | 0% | 43.5% | 6/18/2024 |
 Novo-Nordisk (NVO) | 0.27% | 0.43% | 39.11% | - |
 Activision Blizzard, Inc. (ATVI) | 0.18% | 0% | 23.28% | 10/16/2023 |
 Salesforce (CRM) | 0.17% | 1.32% | 23.36% | - |
 Dell (DELL) | 0.16% | 0% | 25.43% | 4/9/2025 |
 Broadcom (AVGO) | 0.13% | 0.98% | 22.04% | - |
 Qualcomm (QCOM) | 0.12% | 0.89% | 22.04% | - |
 FICO (FICO) | 0.11% | 1.28% | 17.56% | - |
 Nio (NIO) | 0.1% | 0% | 28.25% | 1/22/2025 |
 Micron (MU) | 0.06% | 0% | 9.69% | 1/22/2025 |
 SAP (SAP.DE) | 0.06% | 0.56% | 11.27% | - |
 S&P Global (SPGI) | 0.04% | 0.75% | 5.39% | - |
 Constellation Energy (CEG) | 0.04% | 0.69% | 5.3% | - |
 GE HealthCare (GEHC) | 0% | 0% | 1.91% | 1/27/2023 |
 Veralto (VLTO) | 0% | 0% | 1.74% | 10/24/2023 |
 Solventum (SOLV) | 0% | 0% | 0.08% | 4/3/2024 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 0.17% | 12/11/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 0.6% | 6.29% |
| Alphabet (GOOG) | 2.42% | 3.56% |
| Netflix (NFLX) | 2.42% | 2.65% |
| NVIDIA (NVDA) | 1.21% | 2.54% |
| ASML (ASML) | 2.42% | 2.46% |
| TSMC (TSM) | 1.21% | 2.21% |
| Amazon (AMZN) | 2.42% | 2.18% |
| Lam Research (LRCX) | 1.21% | 2.11% |
| Berkshire Hathaway (BRK.B) | 2.42% | 1.93% |
| Lockheed Martin (LMT) | 2.42% | 1.86% |
| Caterpillar (CAT) | 1.21% | 1.78% |
| AMD (AMD) | 1.21% | 1.74% |
| Meta (META) | 1.21% | 1.72% |
| Procter & Gamble (PG) | 2.42% | 1.6% |
| Eli Lilly (LLY) | 1.21% | 1.56% |
| Apple (AAPL) | 1.21% | 1.41% |
| Microsoft (MSFT) | 1.21% | 1.32% |
| AT&T (T) | 1.21% | 1.22% |
| UnitedHealth (UNH) | 2.42% | 1.2% |
| Johnson & Johnson (JNJ) | 1.21% | 1.19% |
| Philip Morris (PM) | 1.21% | 1.16% |
| GE (GE) | 0.6% | 1.14% |
| Warner Bros Discovery (WBD) | 0.6% | 1.13% |
| Oracle (ORCL) | 1.21% | 1.12% |
| Simon (SPG) | 1.21% | 1.11% |
| Intel (INTC) | 1.21% | 1.1% |
| CVS Health (CVS) | 1.21% | 1.05% |
| Visa (V) | 1.21% | 1.03% |
| Cardinal Health (CAH) | 0.6% | 1.03% |
| ExxonMobil (XOM) | 1.21% | 1.02% |
| Costco (COST) | 1.21% | 1.01% |
| United Airlines (UAL) | 0.6% | 1% |
| Nucor (NUE) | 1.21% | 1% |
| Altria (MO) | 1.21% | 0.99% |
| Southern Co (SO) | 1.21% | 0.99% |
| Emerson (EMR) | 1.21% | 0.98% |
| Deere (DE) | 1.21% | 0.98% |
| Kroger (KR) | 1.21% | 0.96% |
| Domino's (DPZ) | 1.21% | 0.93% |
| Merck (MRK) | 1.21% | 0.93% |
| Chevron (CVX) | 1.21% | 0.92% |
| Salesforce (CRM) | 1.21% | 0.91% |
| Starbucks (SBUX) | 1.21% | 0.9% |
| Danaher (DHR) | 1.21% | 0.9% |
| Raytheon (RTX) | 0.6% | 0.89% |
| Realty Income (O) | 1.21% | 0.88% |
| ADP (ADP) | 1.21% | 0.86% |
| Delta (DAL) | 0.6% | 0.83% |
| JPMorgan (JPM) | 0.6% | 0.82% |
| Wells Fargo (WFC) | 0.6% | 0.82% |
| Colgate (CL) | 1.21% | 0.81% |
| Walmart (WMT) | 0.6% | 0.81% |
| Booking (BKNG) | 0.6% | 0.8% |
| PepsiCo (PEP) | 1.21% | 0.77% |
| Public Storage (PSA) | 1.21% | 0.77% |
| Roper (ROP) | 1.21% | 0.77% |
| Travelers (TRV) | 0.6% | 0.75% |
| Mondelez (MDLZ) | 1.21% | 0.74% |
| LVMH (MC.PA) | 1.21% | 0.74% |
| Adobe (ADBE) | 1.21% | 0.73% |
| Inditex (ITX.MC) | 0.6% | 0.72% |
| Bank of America (BAC) | 0.6% | 0.7% |
| Tesla (TSLA) | 0.6% | 0.68% |
| General Mills (GIS) | 1.21% | 0.64% |
| PNC (PNC) | 0.6% | 0.63% |
| Cisco (CSCO) | 0.6% | 0.62% |
| AbbVie (ABBV) | 0.6% | 0.62% |
| General Dynamics (GD) | 0.6% | 0.61% |
| US Bancorp (USB) | 0.6% | 0.61% |
| BlackRock (BLK) | 0.6% | 0.61% |
| Moody's (MCO) | 0.6% | 0.59% |
| Aflac (AFL) | 0.6% | 0.59% |
| Novo-Nordisk (NVO) | 1.21% | 0.59% |
| Nike (NKE) | 1.21% | 0.58% |
| 3M (MMM) | 0.6% | 0.57% |
| Amgen (AMGN) | 0.6% | 0.57% |
| Mastercard (MA) | 0.6% | 0.54% |
| Stryker (SYK) | 0.6% | 0.52% |
| Waste Management (WM) | 0.6% | 0.51% |
| McDonald's (MCD) | 0.6% | 0.51% |
| Ecolab (ECL) | 0.6% | 0.5% |
| Qualcomm (QCOM) | 0.6% | 0.5% |
| FICO (FICO) | 0.6% | 0.49% |
| Phillips 66 (PSX) | 0.6% | 0.49% |
| Broadcom (AVGO) | 0.6% | 0.49% |
| Coca-Cola (KO) | 0.6% | 0.48% |
| Sherwin-Williams (SHW) | 0.6% | 0.48% |
| Unilever (ULVR.L) | 0.6% | 0.45% |
| Lowe's (LOW) | 0.6% | 0.44% |
| Disney (DIS) | 0.6% | 0.44% |
| ITW (ITW) | 0.6% | 0.44% |
| SAP (SAP.DE) | 0.6% | 0.42% |
| Dominion Energy (D) | 0.6% | 0.41% |
| Adidas (ADS.DE) | 0.6% | 0.4% |
| Home Depot (HD) | 0.6% | 0.39% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.