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Portfolio Diversification
Range
Most Diversified
41 instruments
March 14, 2026
Least Diversified
0 instruments
April 4, 2026
Average
36.6 instruments
Most Consistent Holdings
Top 5
AFL99.57%
PEP99.57%
AAPL99.57%
MSFT99.57%
KO99.57%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 12.46% | 14.78% | 99.57% | - |
 Tesla (TSLA) | 6.36% | 4.44% | 99.57% | - |
 McDonald's (MCD) | 5.35% | 2.49% | 99.46% | - |
| Microsoft (MSFT) | 3.67% | 3.38% | 99.57% | - |
| Coca-Cola (KO) | 3.57% | 2.24% | 99.57% | - |
 Dover (DOV) | 3.51% | 1.93% | 99.36% | - |
 ExxonMobil (XOM) | 3.39% | 2.37% | 99.57% | - |
| Apple (AAPL) | 3.31% | 4.61% | 99.57% | - |
 Abbott (ABT.US) | 3.21% | 1.9% | 99.46% | - |
 ConEd (ED) | 3.17% | 3.38% | 99.57% | - |
 Medtronic (MDT.US) | 3% | 1.47% | 99.04% | - |
 Realty Income (O) | 3% | 2.71% | 99.36% | - |
 General Dynamics (GD) | 2.98% | 1.98% | 99.46% | - |
 Caterpillar (CAT) | 2.86% | 4.22% | 99.46% | - |
 Air Products (APD) | 2.71% | 1.94% | 99.46% | - |
 Kimberly-Clark (KMB) | 2.67% | 1.16% | 99.04% | - |
| Aflac (AFL) | 2.54% | 3.35% | 99.57% | - |
 PPG (PPG) | 2.47% | 1.19% | 99.36% | - |
 AbbVie (ABBV) | 2.22% | 3.37% | 99.04% | - |
 Johnson & Johnson (JNJ) | 2.2% | 3.6% | 99.57% | - |
| PepsiCo (PEP) | 2.06% | 1.73% | 99.57% | - |
 IBM (IBM) | 2.06% | 1.22% | 99.46% | - |
 Emerson (EMR) | 1.58% | 2.91% | 73.31% | - |
 Procter & Gamble (PG) | 1.49% | 1.48% | 99.46% | - |
 Walmart (WMT) | 1.4% | 1.23% | 90.03% | - |
 Fastenal (FAST) | 1.4% | 2.69% | 58.31% | - |
 Hormel (HRL) | 1.34% | 1.71% | 85.96% | - |
 ITW (ITW) | 1.33% | 1.89% | 79.74% | - |
 ADM (ADM) | 1.31% | 3.16% | 66.99% | - |
 Chubb (CB) | 1.22% | 2.39% | 70.95% | - |
 Genuine Parts (GPC) | 1.13% | 1.27% | 66.67% | - |
 Colgate (CL) | 1.08% | 0.6% | 99.57% | - |
 Grainger (GWW) | 1.05% | 1.99% | 69.99% | - |
 Target (TGT) | 1.02% | 1.35% | 80.06% | - |
 Ecolab (ECL) | 0.99% | 0.93% | 92.93% | - |
 Nucor (NUE) | 0.8% | 1.18% | 96.14% | - |
 Chevron (CVX.US) | 0.78% | 1.36% | 63.56% | - |
 Clorox (CLX) | 0.77% | 1.92% | 76.96% | - |
 ADP (ADP) | 0.76% | 0.47% | 83.28% | - |
 Essex Property Trust (ESS) | 0.76% | 1.41% | 70.74% | - |
 3M (MMM) | 0.19% | 0% | 19.83% | 7/5/2024 |
 WisdomTree Core Physical Gold (WGLD.L) | 0.05% | 0.31% | 13.83% | - |
 Solventum (SOLV) | 0.01% | 0% | 9.97% | 7/5/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 9% | 14.93% |
| Tesla (TSLA) | 5.26% | 6.94% |
| Microsoft (MSFT) | 5.05% | 4.81% |
| Apple (AAPL) | 4.39% | 4.39% |
| AbbVie (ABBV) | 3.52% | 3.44% |
| ConEd (ED) | 3.91% | 3.39% |
| Aflac (AFL) | 3.64% | 3.38% |
| McDonald's (MCD) | 3.22% | 3.27% |
| Johnson & Johnson (JNJ) | 3.43% | 3.23% |
| Caterpillar (CAT) | 2.06% | 3.09% |
| Emerson (EMR) | 3.24% | 3.01% |
| Fastenal (FAST) | 3.34% | 2.7% |
| Abbott (ABT.US) | 2.67% | 2.67% |
| Realty Income (O) | 3.7% | 2.66% |
| Chubb (CB) | 2.78% | 2.38% |
| Dover (DOV) | 1.78% | 2.18% |
| Coca-Cola (KO) | 2.12% | 2.17% |
| PepsiCo (PEP) | 2.68% | 2.08% |
| ExxonMobil (XOM) | 2.27% | 2.05% |
| General Dynamics (GD) | 1.78% | 1.98% |
| IBM (IBM) | 1.5% | 1.98% |
| Medtronic (MDT.US) | 1.78% | 1.94% |
| ITW (ITW) | 2.4% | 1.93% |
| Air Products (APD) | 2.55% | 1.87% |
| Hormel (HRL) | 2.61% | 1.82% |
| Grainger (GWW) | 2.08% | 1.69% |
| ADM (ADM) | 1.59% | 1.49% |
| Genuine Parts (GPC) | 1.78% | 1.49% |
| Walmart (WMT) | 1.15% | 1.43% |
| Kimberly-Clark (KMB) | 1.78% | 1.23% |
| PPG (PPG) | 1.78% | 1.21% |
| Chevron (CVX.US) | 1.43% | 1.2% |
| Target (TGT) | 1.48% | 1.11% |
| Ecolab (ECL) | 1.17% | 1.05% |
| Nucor (NUE) | 1.15% | 0.9% |
| Procter & Gamble (PG) | 0.98% | 0.73% |
| Essex Property Trust (ESS) | 0.89% | 0.63% |
| Colgate (CL) | 0.79% | 0.61% |
| ADP (ADP) | 0.64% | 0.56% |
| Clorox (CLX) | 0.65% | 0.41% |
Cash & Instruments Over Time
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