Portfolio Diversification
Range
Most Diversified
81 instruments
July 8, 2025
Least Diversified
0 instruments
November 12, 2025
Average
57.8 instruments
Most Consistent Holdings
Top 5
GOOG99.72%
META99.72%
MSFT99.72%
AMZN99.72%
KO99.72%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 8.27% | 7.22% | 99.72% | - |
 NVIDIA (NVDA) | 8.05% | 5.83% | 99.72% | - |
 Palantir (PLTR) | 6.81% | 12.97% | 84.57% | - |
| Amazon (AMZN) | 5.93% | 7.53% | 99.72% | - |
 Shopify (SHOP) | 5.67% | 7.17% | 99.72% | - |
 Pacific Biosciences (PACB) | 4.63% | 0% | 43.31% | 4/16/2024 |
| Meta (META) | 4.58% | 5.56% | 99.72% | - |
 AppLovin (APP) | 3.98% | 10.85% | 69.78% | - |
 Apple (AAPL) | 3.45% | 0% | 73.15% | 3/3/2025 |
 Tesla (TSLA) | 3.37% | 1.99% | 99.72% | - |
| Microsoft (MSFT) | 2.74% | 1.7% | 99.72% | - |
 Salesforce (CRM) | 2.65% | 0.72% | 99.72% | - |
 Crowdstrike (CRWD) | 2.28% | 3.47% | 91.02% | - |
 PayPal (PYPL) | 2.22% | 1.7% | 99.72% | - |
 TSMC (TSM) | 2.1% | 4.35% | 52.48% | - |
 Supermicro (SMCI) | 2.1% | 0% | 46.02% | 10/31/2024 |
 AMD (AMD) | 2% | 7.67% | 34.42% | - |
 CRISPR Therapeutics (CRSP) | 1.81% | 0.44% | 99.72% | - |
 Trade Desk (TTD) | 1.58% | 0% | 72.87% | 2/28/2025 |
 UiPath (PATH) | 1.3% | 0.05% | 83.07% | - |
 Bitcoin (BTC) | 1.18% | 0.17% | 97.29% | - |
 e.l.f. (ELF) | 1.17% | 0% | 69.22% | 11/25/2025 |
 Exact Sciences (EXAS) | 0.88% | 0.13% | 99.72% | - |
 Terex (TEX) | 0.83% | 0% | 64.73% | 12/19/2024 |
 The Cheesecake Factory (CAKE) | 0.81% | 1.14% | 61.55% | - |
| Coca-Cola (KO) | 0.8% | 0.15% | 99.72% | - |
 Ethereum (ETH) | 0.74% | 0.16% | 99.72% | - |
 Powell Industries (POWL) | 0.73% | 1.42% | 50.7% | - |
 GigaCloud (GCT) | 0.72% | 0% | 16% | 9/13/2024 |
 Robinhood Markets Inc. (HOOD) | 0.66% | 1.5% | 79.61% | - |
 Marathon Petroleum (MPC) | 0.66% | 0% | 37.32% | 2/27/2024 |
 AbCellera (ABCL) | 0.65% | 0% | 55.19% | 7/16/2025 |
 Intellia (NTLA) | 0.62% | 0.03% | 99.72% | - |
 Unity (U) | 0.59% | 0% | 48.64% | 6/13/2024 |
 Nike (NKE) | 0.58% | 0.43% | 98.04% | - |
 Axcelis (ACLS) | 0.58% | 0% | 28.25% | 2/20/2024 |
 SoFi (SOFI) | 0.55% | 1.54% | 46.49% | - |
 SkyWest (SKYW) | 0.55% | 0.81% | 51.36% | - |
 Brinker Intl. (EAT) | 0.55% | 0.87% | 57.62% | - |
 Illumina (ILMN) | 0.49% | 0.06% | 99.72% | - |
 Blue Bird (BLBD) | 0.45% | 0.48% | 53.7% | - |
 Wynn Resorts (WYNN) | 0.43% | 0.6% | 52.57% | - |
 Beam Therapeutics (BEAM) | 0.4% | 0.06% | 99.72% | - |
 Modine (MOD) | 0.39% | 0% | 33.12% | 2/19/2025 |
 United Rentals (URI) | 0.37% | 0% | 78.3% | 6/10/2025 |
 Editas (EDIT) | 0.37% | 0% | 50.42% | 7/2/2024 |
 PBF Energy (PBF) | 0.35% | 0% | 18.43% | 7/20/2023 |
 BP (BP.US) | 0.32% | 0.04% | 69.32% | - |
 Argan (AGX) | 0.31% | 0.94% | 39.48% | - |
 Berkshire Hathaway (BRK.B) | 0.29% | 0.73% | 42.47% | - |
 Teladoc (TDOC) | 0.29% | 0% | 53.23% | 8/1/2024 |
 Honest Co (HNST) | 0.28% | 0% | 42.28% | 11/11/2025 |
 Daqo New Energy (DQ) | 0.27% | 0% | 49.67% | 6/24/2024 |
 Manulife (MFC) | 0.27% | 0.21% | 63.42% | - |
 Adobe (ADBE) | 0.25% | 0.27% | 54.44% | - |
 Uber (UBER) | 0.21% | 0.17% | 50.61% | - |
 Disney (DIS) | 0.2% | 0% | 49.67% | 6/24/2024 |
 Alibaba (BABA) | 0.2% | 0.19% | 86.81% | - |
 Zeta Global (ZETA) | 0.2% | 0% | 28.16% | 6/13/2025 |
 Dell (DELL) | 0.2% | 0.22% | 50.98% | - |
 Valero (VLO) | 0.19% | 0% | 38.26% | 2/21/2024 |
 OppFi (OPFI) | 0.18% | 0% | 22.92% | 9/24/2025 |
 Sprouts (SFM) | 0.18% | 0% | 22.64% | 2/18/2025 |
 W&T Offshore (WTI) | 0.18% | 0% | 39.57% | 3/7/2024 |
 Luminar (LAZR) | 0.17% | 0% | 28.91% | 11/13/2023 |
 Adtalem (ATGE) | 0.14% | 0.15% | 47.99% | - |
 Carnival (CCL) | 0.13% | 0.26% | 37.32% | - |
 Credo (CRDO) | 0.13% | 0.68% | 30.31% | - |
 Twilio (TWLO) | 0.13% | 0.29% | 44.53% | - |
 Micron (MU) | 0.12% | 2.43% | 7.39% | - |
 Global X Uranium ETF (URA) | 0.11% | 0% | 27.13% | 7/10/2024 |
 Netflix (NFLX) | 0.11% | 0% | 18.24% | 9/29/2025 |
 Arista (ANET) | 0.11% | 0.46% | 27.22% | - |
 Cassava Sciences (SAVA) | 0.1% | 0% | 41.25% | 3/25/2024 |
 Snowflake (SNOW) | 0.09% | 0% | 50.8% | 8/29/2025 |
 HSBC (HSBC) | 0.09% | 0% | 25.26% | 2/20/2024 |
 Vertiv (VRT) | 0.09% | 0.49% | 17.96% | - |
 MicroStrategy (MSTR) | 0.09% | 0.11% | 31.71% | - |
 Invitae Corp (NVTAQ) | 0.08% | 0% | 36.95% | 2/7/2024 |
 Cardinal Health (CAH) | 0.08% | 0% | 23.2% | 11/20/2024 |
 fuboTV (FUBO) | 0.08% | 0.12% | 69.97% | - |
 Pilgrim's Pride (PPC) | 0.07% | 0.08% | 42% | - |
 Okta (OKTA) | 0.07% | 0.14% | 34.33% | - |
 Synchrony (SYF) | 0.07% | 0.16% | 36.86% | - |
 MongoDB (MDB) | 0.05% | 0.2% | 30.87% | - |
 LendingClub (LC) | 0.05% | 0.15% | 33.68% | - |
 Allstate (ALL) | 0.05% | 0.11% | 31.99% | - |
 Plug Power (PLUG) | 0.04% | 0% | 29.75% | 11/22/2023 |
 SSR Mining (SSRM) | 0.04% | 0.28% | 16.65% | - |
 EZCORP (EZPW) | 0.04% | 0.17% | 23.76% | - |
 GM (GM) | 0.04% | 0% | 43.69% | 8/25/2025 |
 UNFI (UNFI) | 0.04% | 0.2% | 19.64% | - |
 Occidental (OXY) | 0.04% | 0% | 42.94% | 4/12/2024 |
 Sterling (STRL.US) | 0.04% | 0.33% | 12.44% | - |
 Civitas (CIVI) | 0.04% | 0% | 32.93% | 12/26/2023 |
 Cloudflare (NET) | 0.03% | 0% | 15.81% | 10/1/2025 |
 Wells Fargo (WFC) | 0.03% | 0.1% | 26.47% | - |
 GoDaddy (GDDY) | 0.03% | 0% | 23.76% | 2/24/2025 |
 CommScope (COMM) | 0.03% | 0.39% | 14.78% | - |
 Veren (VRN) | 0.02% | 0% | 22.73% | 9/5/2023 |
 Arcutis (ARQT) | 0.02% | 0.13% | 24.32% | - |
 Vistra (VST) | 0.02% | 0% | 35.36% | 7/18/2025 |
 Loopring (LRC) | 0.02% | 0% | 66.32% | 1/19/2025 |
 Super Group (SGHC) | 0.02% | 0% | 28.16% | 8/19/2025 |
 Encore Wire Corporation (WIRE) | 0.02% | 0% | 12.63% | 5/19/2023 |
 Willdan Group (WLDN) | 0.02% | 0.14% | 15.34% | - |
 Ituran (ITRN) | 0.02% | 0% | 17.77% | 8/28/2025 |
 DXP (DXPE) | 0.02% | 0% | 27.32% | 11/13/2025 |
 Q2 (QTWO) | 0.02% | 0.03% | 34.33% | - |
 Rigetti (RGTI) | 0.02% | 0% | 23.29% | 10/17/2025 |
 Stride (LRN) | 0.01% | 0% | 14.59% | 11/5/2025 |
 TTM Technologies (TTMI) | 0.01% | 0.17% | 6.74% | - |
 Coeur (CDE) | 0.01% | 0.12% | 8.23% | - |
 Intapp (INTA) | 0.01% | 0.02% | 30.12% | - |
 ARM (ARM) | 0.01% | 0.04% | 11.41% | - |
 Urban Outfitters (URBN) | 0% | 0% | 24.23% | 10/10/2025 |
 Qualcomm (QCOM) | 0% | 0.03% | 17.21% | - |
 Par Pacific (PARR) | 0% | 0.12% | 2.53% | - |
 Kinross Gold (KGC) | 0% | 0.03% | 9.17% | - |
 Roku (ROKU) | 0% | 0% | 11.97% | 8/21/2025 |
 Wayfair (W.US) | 0% | 0.11% | 1.31% | - |
 Incyte (INCY) | 0% | 0.04% | 3.46% | - |
 Grail Inc (GRAL) | 0% | 0% | 0.28% | 7/18/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 4.54% | 10.78% |
| NVIDIA (NVDA) | 7.45% | 9.29% |
| AppLovin (APP) | 2.99% | 8.33% |
| Alphabet (GOOG) | 7.86% | 7.46% |
| Amazon (AMZN) | 7.02% | 6.27% |
| Shopify (SHOP) | 4.56% | 5.57% |
| PayPal (PYPL) | 5.87% | 4.67% |
| Meta (META) | 4.83% | 4.67% |
| TSMC (TSM) | 5.63% | 4.39% |
| AMD (AMD) | 6.44% | 4.32% |
| Microsoft (MSFT) | 4.31% | 3.16% |
| Tesla (TSLA) | 2.49% | 2.95% |
| Salesforce (CRM) | 1.86% | 1.93% |
| Crowdstrike (CRWD) | 1.8% | 1.83% |
| The Cheesecake Factory (CAKE) | 2.29% | 1.82% |
| Powell Industries (POWL) | 2.45% | 1.81% |
| Apple (AAPL) | 1.61% | 1.74% |
| SkyWest (SKYW) | 2.07% | 1.62% |
| SoFi (SOFI) | 1.18% | 1.32% |
| Honest Co (HNST) | 1.82% | 1.31% |
| Nike (NKE) | 1.58% | 1.02% |
| Brinker Intl. (EAT) | 0.81% | 0.98% |
| e.l.f. (ELF) | 1.4% | 0.95% |
| Wynn Resorts (WYNN) | 1.39% | 0.88% |
| Trade Desk (TTD) | 0.56% | 0.87% |
| Blue Bird (BLBD) | 1.53% | 0.76% |
| Modine (MOD) | 0.85% | 0.74% |
| Sprouts (SFM) | 0.65% | 0.69% |
| Argan (AGX) | 1% | 0.68% |
| Zeta Global (ZETA) | 1.35% | 0.63% |
| CRISPR Therapeutics (CRSP) | 1.34% | 0.62% |
| Carnival (CCL) | 0.7% | 0.5% |
| Robinhood Markets Inc. (HOOD) | 0.19% | 0.46% |
| Twilio (TWLO) | 0.53% | 0.4% |
| Manulife (MFC) | 0.43% | 0.39% |
| Dell (DELL) | 0.68% | 0.37% |
| Ethereum (ETH) | 0.43% | 0.36% |
| Berkshire Hathaway (BRK.B) | 0.44% | 0.31% |
| Adtalem (ATGE) | 0.37% | 0.3% |
| Coca-Cola (KO) | 0.4% | 0.27% |
| LendingClub (LC) | 0.41% | 0.26% |
| Synchrony (SYF) | 0.38% | 0.26% |
| Bitcoin (BTC) | 0.25% | 0.24% |
| Okta (OKTA) | 0.33% | 0.22% |
| Pilgrim's Pride (PPC) | 0.26% | 0.2% |
| United Rentals (URI) | 0.18% | 0.19% |
| Exact Sciences (EXAS) | 0.25% | 0.15% |
| Beam Therapeutics (BEAM) | 0.35% | 0.12% |
| Snowflake (SNOW) | 0.22% | 0.12% |
| Illumina (ILMN) | 0.29% | 0.12% |
| GoDaddy (GDDY) | 0.1% | 0.1% |
| Alibaba (BABA) | 0.13% | 0.09% |
| Q2 (QTWO) | 0.13% | 0.08% |
| Vistra (VST) | 0.12% | 0.08% |
| GM (GM) | 0.1% | 0.08% |
| BP (BP.US) | 0.13% | 0.07% |
| Intellia (NTLA) | 0.43% | 0.07% |
| UiPath (PATH) | 0.09% | 0.06% |
| fuboTV (FUBO) | 0.11% | 0.03% |
| Loopring (LRC) | 0.05% | 0.01% |