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Portfolio Diversification
Range
Most Diversified
74 instruments
July 6, 2023
Least Diversified
0 instruments
October 20, 2025
Average
39.3 instruments
Most Consistent Holdings
Top 5
QQQ99.23%
JPM97.53%
META96.83%
MSFT96.83%
SPY94.83%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 20, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 thomaspj | 3.72% | 17.63% | 24.02% | - |
| JPMorgan (JPM) | 3.63% | 1.69% | 97.53% | - |
 TJX (TJX) | 3.35% | 6.11% | 92.59% | - |
| Meta (META) | 3.19% | 0.93% | 96.83% | - |
 NVIDIA (NVDA) | 2.9% | 3.38% | 91.04% | - |
 Progressive (PGR) | 2.77% | 0.19% | 86.1% | - |
 Alphabet (GOOG) | 2.61% | 0.92% | 93.98% | - |
 Costco (COST) | 2.55% | 0.47% | 94.44% | - |
 Amazon (AMZN) | 2.5% | 1.41% | 92.59% | - |
 triangulacapital | 2.4% | 12.63% | 23.32% | - |
 Arista (ANET) | 2.38% | 4.58% | 73.36% | - |
| Invesco QQQ (QQQ) | 2.32% | 1.78% | 99.23% | - |
 Apple (AAPL) | 2.25% | 2.8% | 87.26% | - |
 KKR (KKR) | 2.2% | 0% | 86.25% | 3/10/2026 |
| State Street SPDR S&P 500 ETF (SPY) | 2.05% | 2.65% | 94.83% | - |
 Deckers (DECK) | 1.88% | 0% | 78.76% | 10/24/2025 |
| Microsoft (MSFT) | 1.86% | 1.57% | 96.83% | - |
 DJ30 Index (Non Expiry) (DJ30) | 1.66% | 0% | 8.8% | 2/27/2023 |
 Mastercard (MA) | 1.5% | 0% | 81.47% | 10/15/2025 |
 Visa (V) | 1.45% | 0.61% | 90.12% | - |
 Akatri | 1.34% | 12.76% | 17.76% | - |
 Eli Lilly (LLY) | 1.22% | 0% | 72.74% | 8/6/2025 |
 Broadcom (AVGO) | 1.2% | 0.83% | 58.46% | - |
 Novo-Nordisk (NVO) | 1.08% | 0% | 47.1% | 3/11/2025 |
 Aukie2008 | 1.07% | 0% | 21.7% | 7/2/2025 |
 Transdigm (TDG) | 1.06% | 0% | 66.87% | 6/24/2025 |
 Stryker (SYK) | 1.01% | 0% | 56.45% | 9/25/2025 |
 Cencora (COR) | 0.95% | 0% | 59.54% | 1/31/2025 |
 Autozone (AZO) | 0.81% | 0.7% | 54.44% | - |
 Copart (CPRT) | 0.7% | 0% | 61.85% | 7/31/2025 |
 First Citizens (FCNCA) | 0.69% | 0.15% | 85.1% | - |
 Ares (ARES) | 0.63% | 1.14% | 36.6% | - |
 Nasdaq (NDAQ) | 0.53% | 0% | 10.27% | 3/10/2023 |
 Vertiv (VRT) | 0.52% | 1.78% | 35.06% | - |
 Walmart (WMT) | 0.47% | 1.32% | 33.75% | - |
 Reliance Steel (RS) | 0.47% | 0% | 64.71% | 6/24/2025 |
 UnitedHealth (UNH) | 0.47% | 0% | 36.6% | 4/23/2024 |
 AMD (AMD) | 0.47% | 0% | 26.25% | 4/19/2024 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.45% | 0% | 53.9% | 11/6/2024 |
 O'Reilly Auto (ORLY) | 0.43% | 1.25% | 29.81% | - |
 Humana (HUM) | 0.41% | 0% | 31.2% | 1/18/2024 |
 Main Street Capital (MAIN) | 0.41% | 0% | 30.04% | 11/8/2023 |
 Jenelleb123 | 0.4% | 8.42% | 6.41% | - |
 Vertex (VRTX) | 0.39% | 0% | 49.42% | 6/24/2025 |
 Lowe's (LOW) | 0.38% | 0% | 26.64% | 11/10/2023 |
 Elevance Health (ELV) | 0.37% | 0% | 24.63% | 11/1/2023 |
 Airbus (AIR.PA) | 0.36% | 0% | 36.68% | 7/3/2024 |
 Chevron (CVX) | 0.34% | 0% | 12.2% | 3/17/2023 |
 Procter & Gamble (PG) | 0.34% | 0% | 27.41% | 10/23/2023 |
 McDonald's (MCD) | 0.31% | 0% | 41% | 6/20/2024 |
 Chubb (CB) | 0.31% | 1.29% | 53.75% | - |
 Silicon Motion (SIMO) | 0.3% | 0% | 19.23% | 7/20/2023 |
 Union Pacific (UNP) | 0.29% | 0% | 4.56% | 1/13/2023 |
 Tesla (TSLA) | 0.29% | 0% | 20.54% | 11/13/2024 |
 HubSpot (HUBS) | 0.28% | 0% | 21.62% | 10/11/2023 |
 ExxonMobil (XOM) | 0.27% | 0% | 25.79% | 9/28/2023 |
 Home Depot (HD) | 0.26% | 0% | 28.11% | 10/30/2023 |
 NextEra (NEE) | 0.24% | 0% | 18.92% | 8/9/2023 |
 Texas Instruments (TXN) | 0.24% | 0% | 16.14% | 6/2/2023 |
 Cigna (CI) | 0.23% | 0% | 29.81% | 9/15/2025 |
 Nike (NKE) | 0.2% | 0% | 14.52% | 6/1/2023 |
 Spotify (SPOT) | 0.19% | 0.24% | 24.09% | - |
 Autodesk (ADSK) | 0.19% | 0% | 17.45% | 7/20/2023 |
 LSE (LSEG.L) | 0.17% | 0% | 14.44% | 6/25/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.17% | 0% | 22.39% | 3/31/2025 |
 Prosus (PRX.NV) | 0.17% | 0% | 20.62% | 7/24/2023 |
 Chipotle (CMG) | 0.16% | 0% | 19.77% | 12/5/2024 |
 Arch Capital (ACGL) | 0.16% | 0% | 29.19% | 8/6/2025 |
 Cintas (CTAS) | 0.15% | 0.2% | 42.55% | - |
 Caterpillar (CAT) | 0.15% | 0% | 9.65% | 3/15/2023 |
 Thermo Fisher (TMO) | 0.15% | 0% | 16.37% | 7/31/2023 |
 AST SpaceMobile (ASTS) | 0.13% | 0% | 15.29% | 9/2/2025 |
 Starbucks (SBUX) | 0.13% | 0% | 26.33% | 1/19/2024 |
 DennisFantoni | 0.13% | 0% | 3.63% | 3/10/2023 |
 KLA (KLAC) | 0.13% | 0% | 25.25% | 5/14/2025 |
 Infineon (IFX.DE) | 0.13% | 0% | 12.05% | 8/15/2023 |
 Merck (MRK) | 0.13% | 0% | 20.23% | 11/8/2023 |
 LVMH (MC.PA) | 0.12% | 0% | 17.99% | 9/25/2023 |
 Johnson & Johnson (JNJ) | 0.12% | 0% | 19.69% | 7/31/2023 |
 STAG (STAG) | 0.12% | 0% | 15.75% | 7/31/2023 |
 Tri Pointe (TPH) | 0.11% | 0% | 13.75% | 7/17/2023 |
 PepsiCo (PEP) | 0.11% | 0% | 3.86% | 1/19/2024 |
 McKesson (MCK) | 0.1% | 0% | 9.19% | 9/24/2024 |
 HSBC (HSBC) | 0.1% | 0.84% | 9.96% | - |
 Vistra (VST) | 0.1% | 0% | 12.66% | 3/10/2025 |
 Ecolab (ECL) | 0.09% | 0% | 7.49% | 12/24/2024 |
 Axon (AXON) | 0.08% | 0.19% | 24.09% | - |
 Tetra Tech (TTEK) | 0.08% | 0% | 23.01% | 8/15/2025 |
 Mobileye (MBLY) | 0.08% | 0% | 10.27% | 4/27/2023 |
 Ross Stores (ROST) | 0.08% | 0% | 13.98% | 11/26/2024 |
 MercadoLibre (MELI) | 0.08% | 0% | 10.89% | 7/31/2023 |
 Western Alliance (WAL) | 0.08% | 0% | 8.26% | 4/23/2024 |
 Signify (LIGHT.NV) | 0.07% | 0% | 10.04% | 10/17/2023 |
 Bitcoin (BTC) | 0.07% | 0% | 18.53% | 2/24/2026 |
 Berkshire Hathaway (BRK.B) | 0.07% | 0% | 5.25% | 1/30/2023 |
 Grainger (GWW) | 0.07% | 0% | 11.35% | 4/11/2024 |
 Meritage Homes (MTH) | 0.07% | 0% | 10.58% | 7/20/2023 |
 NuScale Power (SMR) | 0.07% | 0% | 4.17% | 11/26/2024 |
 Richemont (CFR.ZU) | 0.07% | 0% | 13.28% | 7/21/2023 |
 Goldman Sachs (GS) | 0.06% | 0% | 3.24% | 12/28/2022 |
 AbbVie (ABBV) | 0.06% | 0% | 9.81% | 3/10/2023 |
 TSMC (TSM) | 0.06% | 0% | 8.11% | 5/1/2023 |
 Amgen (AMGN) | 0.06% | 0% | 8.03% | 2/16/2023 |
 Mineral Resources (MIN.ASX) | 0.06% | 0% | 6.56% | 2/28/2023 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.06% | 0% | 3.55% | 11/10/2022 |
 Catalyst Pharmaceuticals (CPRX) | 0.06% | 0% | 6.8% | 9/21/2023 |
 Steel Dynamics (STLD) | 0.06% | 0% | 6.49% | 3/15/2023 |
 ASM (ASM.NV) | 0.05% | 0% | 4.63% | 5/2/2023 |
 Palo Alto Networks (PANW) | 0.05% | 0% | 2.55% | 2/21/2024 |
 Argenx (ARGX.BR) | 0.05% | 0% | 5.56% | 2/14/2023 |
 Abbott (ABT) | 0.05% | 0% | 8.8% | 7/20/2023 |
 BAT (BATS.L) | 0.05% | 0% | 3.86% | 12/7/2022 |
 Waste Management (WM) | 0.05% | 0% | 5.33% | 1/12/2023 |
 Marathon Petroleum (MPC) | 0.04% | 0% | 6.33% | 10/20/2023 |
 Scorpio Tankers (STNG) | 0.04% | 0% | 5.79% | 5/1/2023 |
 Centene (CNC) | 0.04% | 0% | 6.56% | 7/25/2023 |
 Smudliczek | 0.04% | 3.29% | 1.16% | - |
 Besi (BESI.NV) | 0.04% | 0% | 8.49% | 7/20/2023 |
 Gold (Non Expiry) (GOLD) | 0.03% | 0% | 1.62% | 4/22/2025 |
 Frontline (FRO) | 0.03% | 0% | 5.33% | 7/17/2023 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.03% | 0% | 7.57% | 6/16/2023 |
 HP (HPQ) | 0.03% | 0% | 3.47% | 1/13/2023 |
 Arthur J. Gallagher (AJG) | 0.03% | 0% | 6.8% | 6/24/2025 |
 Monolithic Power (MPWR) | 0.03% | 0% | 5.17% | 8/18/2023 |
 Imperial Brands (IMB.L) | 0.03% | 0% | 5.71% | 1/9/2023 |
 Alibaba (BABA) | 0.03% | 0% | 4.25% | 3/10/2023 |
 Texas Pacific (TPL) | 0.02% | 0% | 3.86% | 12/11/2024 |
 Celsius (CELH) | 0.02% | 0% | 4.79% | 9/24/2024 |
 Disney (DIS) | 0.02% | 0% | 3.47% | 3/17/2023 |
 Itau Unibanco (ITUB) | 0.02% | 0.42% | 8.88% | - |
 First Trust Water ETF (FIW.US) | 0.02% | 0% | 6.49% | 6/2/2023 |
 Porsche (PAH3.DE) | 0.02% | 0% | 3.4% | 7/6/2023 |
 Veren (VRN) | 0.02% | 0% | 2.47% | 7/28/2023 |
 Intel (INTC) | 0.02% | 0% | 3.94% | 12/28/2022 |
 Molina (MOH) | 0.02% | 0% | 2.08% | 1/11/2023 |
 Northrop Grumman (NOC) | 0.02% | 0% | 3.55% | 11/18/2024 |
 Block Inc. (XYZ) | 0.01% | 0% | 3.94% | 3/23/2023 |
 Rocket Lab (RKLB) | 0.01% | 0% | 2.7% | 12/3/2024 |
 Sunrun (RUN) | 0.01% | 0% | 4.48% | 5/19/2023 |
 IBM (IBM) | 0.01% | 0% | 5.1% | 4/7/2025 |
 Cleanspark (CLSK) | 0.01% | 0% | 1.31% | 5/1/2023 |
 Vermilion (VET.US) | 0.01% | 0% | 3.32% | 7/20/2023 |
 Crocs (CROX) | 0.01% | 0% | 1.7% | 7/27/2023 |
 Cocrystal Pharma (COCP) | 0.01% | 0% | 11.27% | 6/24/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.01% | 0% | 1.16% | 8/7/2024 |
 Occidental (OXY) | 0.01% | 0% | 2.01% | 12/15/2022 |
 Micron (MU) | 0.01% | 0% | 3.78% | 7/20/2023 |
 SolarEdge (SEDG) | 0.01% | 0% | 2.32% | 11/22/2024 |
 Salesforce (CRM) | 0.01% | 0% | 3.24% | 7/18/2023 |
 First Republic Bank (FRCB) | 0.01% | 0% | 1.78% | 7/21/2023 |
 Petrobras (PBR.A) | 0.01% | 0% | 2.32% | 10/20/2023 |
 Pernod Ricard (RI.PA) | 0.01% | 0% | 2.24% | 8/1/2023 |
 Dassault Systemes (DSY.PA) | 0.01% | 0% | 1.62% | 6/16/2023 |
 BW LPG (BWLPG.OL) | 0.01% | 0% | 1.47% | 1/31/2023 |
 Chord Energy (CHRD) | 0.01% | 0% | 2.78% | 7/13/2023 |
 Cummins (CMI) | 0.01% | 0% | 3.78% | 3/17/2023 |
 ArcelorMittal (MTS.MC) | 0.01% | 0% | 2.55% | 7/18/2023 |
 LTC Properties (LTC.US) | 0.01% | 0% | 0.62% | 12/8/2022 |
 Icahn Enterprises (IEP) | 0.01% | 0% | 0.62% | 12/8/2022 |
 Riot (RIOT) | 0.01% | 0% | 1.16% | 5/7/2024 |
 Valero (VLO) | 0% | 0% | 1.93% | 5/1/2023 |
 Mercedes-Benz (MBG.DE) | 0% | 0% | 3.01% | 4/3/2023 |
 L'Oréal (OR.PA) | 0% | 0% | 1.39% | 7/21/2023 |
 EchoStar (SATS) | 0% | 0% | 1% | 12/4/2024 |
 Petco (WOOF) | 0% | 0% | 0.85% | 6/10/2024 |
 IGO (IGO.ASX) | 0% | 0% | 1.08% | 12/15/2022 |
 Supermicro (SMCI) | 0% | 0% | 0.93% | 3/18/2024 |
 AES (AES) | 0% | 0% | 1.24% | 6/2/2023 |
 Sysco (SYY) | 0% | 0% | 1% | 3/17/2023 |
 Direxion Daily Small Cap Bear 3x Shares (TZA) | 0% | 0% | 0.85% | 1/9/2023 |
 Planet Labs (PL) | 0% | 0% | 0.69% | 11/6/2024 |
 Hermes (RMS.PA) | 0% | 0% | 1.31% | 7/20/2023 |
 Curis (CRIS) | 0% | 0% | 0.23% | 12/1/2023 |
 T-Mobile (TMUS) | 0% | 0% | 1.08% | 7/20/2023 |
 Devon Energy (DVN) | 0% | 0% | 0.62% | 3/15/2023 |
 Ovintiv (OVV) | 0% | 0% | 0.62% | 3/15/2023 |
 Lithium Americas (LAC) | 0% | 0% | 0.15% | 9/20/2023 |
 Northern Oil and Gas (NOG) | 0% | 0% | 0.31% | 7/31/2023 |
 Sea (SE) | 0% | 0% | 0.39% | 12/22/2022 |
 Oddity Tech (ODD) | 0% | 0% | 0.46% | 7/25/2023 |
 CXApp (CXAI) | 0% | 0% | 1.54% | 5/7/2024 |
 I-Mab (NBP) | 0% | 0% | 0.08% | 3/12/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| thomaspj | 18.94% | 18.7% |
| triangulacapital | 9% | 9.73% |
| Alphabet (GOOG) | 5.69% | 7.31% |
| TJX (TJX) | 5.26% | 6.7% |
| State Street SPDR S&P 500 ETF (SPY) | 4.38% | 4.62% |
| Invesco QQQ (QQQ) | 4.38% | 4.59% |
| Akatri | 4.38% | 4.22% |
| Apple (AAPL) | 3.5% | 3.68% |
| NVIDIA (NVDA) | 3.5% | 3.42% |
| Arista (ANET) | 3.5% | 2.9% |
| JPMorgan (JPM) | 2.8% | 2.87% |
| Walmart (WMT) | 2.63% | 2.61% |
| Broadcom (AVGO) | 2.63% | 2.4% |
| Vertiv (VRT) | 2.63% | 2.39% |
| Meta (META) | 2.8% | 2.37% |
| Microsoft (MSFT) | 1.93% | 1.75% |
| KKR (KKR) | 1.75% | 1.62% |
| Autozone (AZO) | 1.75% | 1.34% |
| Amazon (AMZN) | 1.31% | 1.25% |
| O'Reilly Auto (ORLY) | 1.49% | 1.24% |
| Spotify (SPOT) | 1.31% | 0.97% |
| HSBC (HSBC) | 0.88% | 0.84% |
| Visa (V) | 0.7% | 0.66% |
| Chubb (CB) | 0.44% | 0.44% |
| Costco (COST) | 0.53% | 0.41% |
| Ares (ARES) | 0.44% | 0.37% |
| Bitcoin (BTC) | 0.44% | 0.33% |
| Axon (AXON) | 0.44% | 0.27% |
| Cintas (CTAS) | 0.26% | 0.22% |
| Progressive (PGR) | 0.26% | 0.22% |
| First Citizens (FCNCA) | 0.18% | 0.16% |
| Itau Unibanco (ITUB) | 0% | 0.02% |
Cash & Instruments Over Time
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