Portfolio Diversification
Range
Most Diversified
124 instruments
December 10, 2025
Least Diversified
0 instruments
February 2, 2025
Average
118.5 instruments
Most Consistent Holdings
Top 5
AAPL99.63%
GOOG99.63%
META99.63%
HD99.63%
INTC99.63%
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 |
|---|---|---|---|---|
 DonFan | 8.88% | 8.52% | 98.31% | - |
 Vistra (VST) | 3.06% | 4.51% | 99.63% | - |
 Build and Build (BNB) | 2.94% | 3.97% | 99.63% | - |
| Alphabet (GOOG) | 2.49% | 3.71% | 99.63% | - |
 Steel Dynamics (STLD) | 2.25% | 2.36% | 99.63% | - |
 Nucor (NUE) | 2.01% | 1.61% | 99.63% | - |
| Meta (META) | 1.6% | 1.69% | 99.63% | - |
 Shell (SHEL) | 1.58% | 1.28% | 99.63% | - |
 JPMorgan (JPM) | 1.53% | 1.81% | 99.63% | - |
 Cardinal Health (CAH) | 1.41% | 1.87% | 99.63% | - |
 Palantir (PLTR) | 1.37% | 3.62% | 99.63% | - |
 Realty Income (O) | 1.36% | 2.21% | 99.63% | - |
| Intel (INTC) | 1.35% | 1.24% | 99.63% | - |
 Merck (MRK) | 1.33% | 0.93% | 99.63% | - |
 Leggett & Platt (LEG) | 1.33% | 0.62% | 99.63% | - |
 NRG Energy (NRG) | 1.27% | 1.97% | 99.63% | - |
 Waste Management (WM) | 1.12% | 0.92% | 99.63% | - |
 Aflac (AFL) | 1.11% | 1.02% | 99.63% | - |
 Costco (COST) | 1.1% | 0.96% | 99.63% | - |
 Vale (VALE) | 1.08% | 1.36% | 99.63% | - |
 Northrop Grumman (NOC) | 1.08% | 0.94% | 99.63% | - |
 Berkshire Hathaway (BRK.B) | 1.07% | 0.98% | 99.25% | - |
 AbbVie (ABBV) | 1.05% | 1.01% | 99.63% | - |
 Raytheon (RTX) | 1.05% | 1.26% | 99.63% | - |
 3M (MMM) | 1.05% | 1.27% | 99.63% | - |
 ADP (ADP) | 1.02% | 0.78% | 99.63% | - |
 Southern Co (SO) | 0.99% | 0.79% | 99.63% | - |
| Apple (AAPL) | 0.98% | 1.01% | 99.63% | - |
 Unum (UNM) | 0.97% | 0.98% | 98.5% | - |
 Bunge (BG) | 0.97% | 0.7% | 99.63% | - |
 Coca-Cola (KO) | 0.97% | 1.42% | 99.53% | - |
 UnitedHealth (UNH) | 0.96% | 0.5% | 99.34% | - |
 Radian (RDN) | 0.95% | 0.86% | 99.63% | - |
 Huntington Ingalls (HII) | 0.94% | 0.96% | 99.63% | - |
 British American Tobacco (BTI) | 0.93% | 1.63% | 99.63% | - |
 Lockheed Martin (LMT) | 0.89% | 0.67% | 99.53% | - |
 Altria (MO) | 0.88% | 0.91% | 99.63% | - |
 BNY Mellon (BK) | 0.86% | 1.19% | 99.63% | - |
 STAG (STAG) | 0.85% | 0.66% | 99.53% | - |
 Simon (SPG) | 0.85% | 0.79% | 99.63% | - |
 ConEd (ED) | 0.83% | 0.63% | 99.63% | - |
 PSEG (PEG) | 0.83% | 0.68% | 99.63% | - |
 TSMC (TSM) | 0.81% | 1.17% | 99.63% | - |
 Digital Realty (DLR) | 0.81% | 0.66% | 99.63% | - |
 Cummins (CMI) | 0.81% | 1.05% | 99.63% | - |
 PepsiCo (PEP) | 0.81% | 0.54% | 99.63% | - |
 Allstate (ALL) | 0.8% | 0.77% | 99.63% | - |
 Cardano (ADA) | 0.79% | 0.47% | 99.63% | - |
 ADM (ADM) | 0.78% | 0.54% | 99.63% | - |
 AEP (AEP) | 0.76% | 0.69% | 99.63% | - |
 Emerson (EMR) | 0.76% | 0.73% | 99.06% | - |
 Phillips 66 (PSX) | 0.76% | 0.65% | 99.63% | - |
 Prudential (PRU) | 0.75% | 0.63% | 99.25% | - |
 Orange (ORA.PA) | 0.75% | 0.68% | 99.53% | - |
 Sanofi (SAN.PA) | 0.74% | 0.49% | 99.63% | - |
 WP Carey (WPC) | 0.73% | 0.55% | 99.63% | - |
 PulteGroup (PHM) | 0.73% | 0.69% | 99.63% | - |
 FCPT (FCPT) | 0.73% | 0.48% | 99.63% | - |
 Ethereum (ETH) | 0.72% | 0.66% | 99.63% | - |
 PPL (PPL) | 0.7% | 0.59% | 99.63% | - |
 Honda (HMC) | 0.69% | 0.52% | 99.63% | - |
 Pfizer (PFE) | 0.67% | 0.63% | 99.63% | - |
 Morgan Stanley (MS) | 0.66% | 0.82% | 99.63% | - |
 NextEra (NEE) | 0.65% | 0.55% | 99.63% | - |
 DTE Energy (DTE) | 0.65% | 0.53% | 99.53% | - |
 Seagate (STX.US) | 0.64% | 1.4% | 99.53% | - |
 Spectrum Brands (SPB) | 0.64% | 0.39% | 99.53% | - |
 Kimberly-Clark (KMB) | 0.63% | 0.37% | 99.63% | - |
 D.R. Horton (DHI) | 0.62% | 0.54% | 98.97% | - |
 Omega Healthcare (OHI) | 0.61% | 0.58% | 99.06% | - |
 General Dynamics (GD) | 0.58% | 0.55% | 99.63% | - |
 Kinder Morgan (KMI) | 0.58% | 0.54% | 99.63% | - |
 Tyson Foods (TSN) | 0.57% | 0.45% | 99.63% | - |
 Old Republic (ORI) | 0.56% | 0.6% | 99.63% | - |
 ConAgra (CAG) | 0.56% | 0.26% | 99.34% | - |
 Rio Tinto (RIO) | 0.56% | 0.67% | 98.69% | - |
 World Kinect (WKC) | 0.54% | 0.38% | 99.63% | - |
 Walmart (WMT) | 0.53% | 0.66% | 99.53% | - |
 Clorox (CLX) | 0.52% | 0.28% | 99.63% | - |
 Discover (DFS) | 0.51% | 0% | 80.69% | 5/22/2025 |
 Kroger (KR) | 0.5% | 0.44% | 99.06% | - |
 Verizon (VZ) | 0.49% | 0.37% | 99.63% | - |
 AT&T (T) | 0.48% | 0.44% | 99.63% | - |
 Atmos (ATO) | 0.48% | 0.46% | 99.63% | - |
 Abbott (ABT) | 0.47% | 0.38% | 99.63% | - |
 Gilead Sciences (GILD) | 0.46% | 0.47% | 99.63% | - |
 Cisco (CSCO) | 0.45% | 0.48% | 99.53% | - |
 TD Synnex (SNX.US) | 0.43% | 0.44% | 99.63% | - |
 Kraft Heinz (KHC) | 0.43% | 0.23% | 99.34% | - |
 Colgate (CL) | 0.43% | 0.29% | 99.63% | - |
 AGNC (AGNC) | 0.41% | 0.32% | 99.63% | - |
 Procter & Gamble (PG) | 0.4% | 0.27% | 99.53% | - |
| Home Depot (HD) | 0.4% | 0.31% | 99.63% | - |
 Toyota (TM) | 0.4% | 0.34% | 98.69% | - |
 First American (FAF) | 0.38% | 0.3% | 99.63% | - |
 Amazon (AMZN) | 0.38% | 0.38% | 98.5% | - |
 Evergy (EVRG) | 0.37% | 0.34% | 99.63% | - |
 CVS Health (CVS) | 0.36% | 0.31% | 99.63% | - |
 Polkadot (DOT) | 0.35% | 0.1% | 99.63% | - |
 Hello Group (MOMO) | 0.34% | 0.23% | 98.97% | - |
 Johnson & Johnson (JNJ) | 0.33% | 0.33% | 99.63% | - |
 Canadian Solar (CSIQ) | 0.33% | 0.25% | 99.06% | - |
 Crown Castle (CCI) | 0.32% | 0.44% | 54.92% | - |
 MDC Holdings Inc (MDC) | 0.31% | 0% | 44.14% | 4/24/2024 |
 Samsung (SMSN.L) | 0.31% | 0.32% | 99.06% | - |
 Bristol-Myers Squibb (BMY) | 0.3% | 0.21% | 99.06% | - |
 Stanley Black & Decker (SWK) | 0.29% | 0.19% | 99.63% | - |
 Alibaba (BABA) | 0.27% | 0.32% | 99.63% | - |
 Walgreens (WBA) | 0.25% | 0% | 90.07% | 9/1/2025 |
 Medical Properties Trust (MPW) | 0.19% | 0.12% | 99.63% | - |
 ExxonMobil (XOM) | 0.18% | 0% | 16.21% | 6/26/2023 |
 JD.com (JD.US) | 0.16% | 0.1% | 99.63% | - |
 Gazprom OAO-ADR (OGZDL.L) | 0.11% | 0.08% | 99.63% | - |
 Lumen (LUMN) | 0.1% | 0.19% | 99.06% | - |
 Solventum (SOLV) | 0.09% | 0.16% | 57.45% | - |
 Warner Bros Discovery (WBD) | 0.07% | 0.13% | 99.63% | - |
 Big Lots (BIGGQ) | 0.06% | 0% | 57.17% | 9/11/2024 |
 Store Capital Corp. (STOR) | 0.04% | 0% | 3.28% | 2/6/2023 |
 GE Vernova (GEV) | 0.03% | 0.09% | 57.36% | - |
 Net Lease Office Properties (NLOP) | 0.01% | 0.01% | 71.42% | - |
 GE HealthCare (GEHC) | 0.01% | 0.01% | 99.34% | - |
 Veralto (VLTO) | 0.01% | 0.01% | 74.41% | - |
 Sandisk Corp/DE (SNDK) | 0% | 0.04% | 26.9% | - |
 Aumovio SE (AMV0.DE) | 0% | 0.01% | 7.12% | - |
 Solstice Advanced Materi (SOLS) | 0% | 0% | 0% | - |
 Sony Financial Group Inc (SFGYY) | 0% | 0% | 0% | - |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
 Dormant11249 (Dormant11249) | 0% | 0% | 0% | - |
 Sberbank Moscow (SBER.MOEX) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| DonFan | 8.9% | 9.14% |
| Vistra (VST) | 0.79% | 4.54% |
| Build and Build (BNB) | 1.77% | 3.88% |
| Alphabet (GOOG) | 1.97% | 2.83% |
| Steel Dynamics (STLD) | 0.79% | 1.94% |
| Meta (META) | 1.18% | 1.9% |
| Palantir (PLTR) | 0.81% | 1.85% |
| JPMorgan (JPM) | 1.18% | 1.7% |
| Realty Income (O) | 2.09% | 1.57% |
| Nucor (NUE) | 0.87% | 1.41% |
| Cardinal Health (CAH) | 0.8% | 1.39% |
| Shell (SHEL) | 0.79% | 1.38% |
| NRG Energy (NRG) | 0.79% | 1.37% |
| Costco (COST) | 0.79% | 1.24% |
| 3M (MMM) | 1.66% | 1.21% |
| Cardano (ADA) | 2.09% | 1.19% |
| Aflac (AFL) | 0.8% | 1.19% |
| Vale (VALE) | 2.33% | 1.18% |
| Unum (UNM) | 0.39% | 1.16% |
| Merck (MRK) | 1.18% | 1.15% |
| Apple (AAPL) | 0.79% | 1.13% |
| Berkshire Hathaway (BRK.B) | 0.79% | 1.11% |
| Waste Management (WM) | 0.79% | 1.07% |
| ADP (ADP) | 0.79% | 1.06% |
| Raytheon (RTX) | 0.79% | 1.01% |
| Altria (MO) | 1.13% | 1% |
| AbbVie (ABBV) | 0.79% | 1% |
| TSMC (TSM) | 0.79% | 0.99% |
| BNY Mellon (BK) | 0.8% | 0.97% |
| Southern Co (SO) | 0.89% | 0.96% |
| Northrop Grumman (NOC) | 0.79% | 0.96% |
| Radian (RDN) | 0.79% | 0.94% |
| Digital Realty (DLR) | 0.79% | 0.94% |
| Simon (SPG) | 0.39% | 0.93% |
| UnitedHealth (UNH) | 0.79% | 0.93% |
| PSEG (PEG) | 0.79% | 0.9% |
| Cummins (CMI) | 0.79% | 0.89% |
| Allstate (ALL) | 0.79% | 0.89% |
| Ethereum (ETH) | 0.83% | 0.87% |
| Lockheed Martin (LMT) | 0.79% | 0.85% |
| Emerson (EMR) | 0.39% | 0.82% |
| Intel (INTC) | 1.95% | 0.81% |
| Coca-Cola (KO) | 0.79% | 0.8% |
| Prudential (PRU) | 0.39% | 0.79% |
| Discover (DFS) | 0.39% | 0.76% |
| STAG (STAG) | 0.86% | 0.74% |
| PulteGroup (PHM) | 0.39% | 0.74% |
| Bunge (BG) | 0.94% | 0.73% |
| Morgan Stanley (MS) | 0.39% | 0.72% |
| ConEd (ED) | 0.79% | 0.72% |
| FCPT (FCPT) | 0.94% | 0.7% |
| PPL (PPL) | 0.79% | 0.7% |
| AEP (AEP) | 0.79% | 0.7% |
| Huntington Ingalls (HII) | 0.79% | 0.69% |
| Kinder Morgan (KMI) | 0.39% | 0.69% |
| Sanofi (SAN.PA) | 0.79% | 0.68% |
| PepsiCo (PEP) | 0.79% | 0.68% |
| Spectrum Brands (SPB) | 0.87% | 0.66% |
| Rio Tinto (RIO) | 0.91% | 0.65% |
| Phillips 66 (PSX) | 0.39% | 0.65% |
| Leggett & Platt (LEG) | 2.64% | 0.64% |
| Walmart (WMT) | 0.39% | 0.64% |
| British American Tobacco (BTI) | 0.79% | 0.63% |
| Omega Healthcare (OHI) | 0.79% | 0.62% |
| DTE Energy (DTE) | 0.79% | 0.61% |
| NextEra (NEE) | 0.79% | 0.6% |
| Orange (ORA.PA) | 0.79% | 0.6% |
| Honda (HMC) | 0.87% | 0.6% |
| Old Republic (ORI) | 0.39% | 0.59% |
| D.R. Horton (DHI) | 0.39% | 0.59% |
| WP Carey (WPC) | 0.94% | 0.58% |
| Kimberly-Clark (KMB) | 0.79% | 0.58% |
| ADM (ADM) | 0.8% | 0.56% |
| Crown Castle (CCI) | 0.75% | 0.55% |
| Clorox (CLX) | 0.79% | 0.54% |
| World Kinect (WKC) | 0.79% | 0.54% |
| General Dynamics (GD) | 0.39% | 0.53% |
| Tyson Foods (TSN) | 0.79% | 0.53% |
| Seagate (STX.US) | 0.47% | 0.52% |
| Kroger (KR) | 0.39% | 0.52% |
| ConAgra (CAG) | 0.79% | 0.5% |
| AT&T (T) | 0.79% | 0.5% |
| Pfizer (PFE) | 0.79% | 0.49% |
| Atmos (ATO) | 0.39% | 0.47% |
| Amazon (AMZN) | 0.47% | 0.46% |
| Gilead Sciences (GILD) | 0.39% | 0.45% |
| Verizon (VZ) | 0.82% | 0.45% |
| Cisco (CSCO) | 0.39% | 0.45% |
| Abbott (ABT) | 0.39% | 0.43% |
| Colgate (CL) | 0.39% | 0.42% |
| TD Synnex (SNX.US) | 0.39% | 0.41% |
| Home Depot (HD) | 0.39% | 0.41% |
| Toyota (TM) | 0.39% | 0.4% |
| Polkadot (DOT) | 2.95% | 0.39% |
| Procter & Gamble (PG) | 0.39% | 0.39% |
| First American (FAF) | 0.39% | 0.37% |
| Kraft Heinz (KHC) | 0.39% | 0.36% |
| Evergy (EVRG) | 0.39% | 0.35% |
| AGNC (AGNC) | 0.79% | 0.35% |
| Hello Group (MOMO) | 0.79% | 0.32% |
| Bristol-Myers Squibb (BMY) | 0.39% | 0.28% |
| Johnson & Johnson (JNJ) | 0.39% | 0.28% |
| Stanley Black & Decker (SWK) | 0.79% | 0.25% |
| CVS Health (CVS) | 0.39% | 0.21% |
| Alibaba (BABA) | 0.79% | 0.21% |
| Samsung (SMSN.L) | 0.39% | 0.2% |
| Solventum (SOLV) | 0% | 0.16% |
| Canadian Solar (CSIQ) | 0.79% | 0.15% |
| Lumen (LUMN) | 0.39% | 0.15% |
| JD.com (JD.US) | 0.39% | 0.15% |
| Medical Properties Trust (MPW) | 0.79% | 0.11% |
| Walgreens (WBA) | 0.79% | 0.11% |
| Gazprom OAO-ADR (OGZDL.L) | 1.18% | 0.1% |
| Warner Bros Discovery (WBD) | 0.18% | 0.06% |
| GE Vernova (GEV) | 0% | 0.06% |
| Net Lease Office Properties (NLOP) | 0% | 0.02% |
| Veralto (VLTO) | 0% | 0.01% |
| GE HealthCare (GEHC) | 0% | 0.01% |
| Sberbank Moscow (SBER.MOEX) | 0% | 0% |
| Big Lots (BIGGQ) | 0.79% | 0% |