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Portfolio Diversification
Range
Most Diversified
36 instruments
January 13, 2023
Least Diversified
0 instruments
November 19, 2025
Average
20.4 instruments
Most Consistent Holdings
Top 5
JPM94.49%
COST94.49%
PANW88.23%
NVDA84.81%
META79.63%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 31, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 thomaspj | 7.68% | 0% | 37.65% | 4/21/2026 |
 triangulacapital | 4.77% | 0% | 21.87% | 3/6/2026 |
| Meta (META) | 4.41% | 0% | 79.63% | 10/29/2025 |
| Costco (COST) | 3.76% | 0% | 94.49% | 2/17/2026 |
| JPMorgan (JPM) | 3.69% | 0% | 94.49% | 2/17/2026 |
 Deckers (DECK) | 3.5% | 0% | 73.12% | 7/9/2025 |
| NVIDIA (NVDA) | 3.33% | 0% | 84.81% | 2/17/2026 |
 Novo-Nordisk (NVO) | 2.88% | 0% | 68.86% | 4/17/2025 |
| Palo Alto Networks (PANW) | 2.86% | 0% | 88.23% | 2/17/2026 |
 Amazon (AMZN) | 2.85% | 0% | 76.63% | 8/4/2025 |
 Alphabet (GOOG) | 2.77% | 0% | 76.21% | 2/17/2026 |
 Arista (ANET) | 2.74% | 0% | 67.95% | 10/14/2025 |
 Microsoft (MSFT) | 2.68% | 0% | 57.93% | 12/4/2024 |
 Progressive (PGR) | 2.42% | 0% | 68.03% | 10/15/2025 |
 Apple (AAPL) | 2.3% | 0% | 76.04% | 7/9/2025 |
 Eli Lilly (LLY) | 2.09% | 0% | 75.96% | 7/9/2025 |
 TJX (TJX) | 1.8% | 9.15% | 51.42% | - |
 Invesco QQQ (QQQ) | 1.53% | 0% | 49.83% | 4/4/2025 |
 Walmart (WMT) | 1.49% | 0% | 37.81% | 2/17/2026 |
 KKR (KKR) | 1.22% | 0% | 36.64% | 3/6/2025 |
 O'Reilly Auto (ORLY) | 1.09% | 0% | 39.32% | 2/17/2026 |
 Heico (HEI) | 0.95% | 0% | 57.93% | 2/5/2026 |
 Alphabet (GOOGL) | 0.95% | 0% | 25.79% | 12/8/2023 |
 Ares (ARES) | 0.91% | 0% | 33.81% | 2/17/2026 |
 Spotify (SPOT) | 0.81% | 0% | 21.54% | 7/29/2025 |
 MercadoLibre (MELI) | 0.74% | 0% | 19.7% | 12/20/2023 |
 Akatri | 0.69% | 0% | 7.35% | 2/20/2026 |
 Autozone (AZO) | 0.68% | 0% | 20.95% | 11/13/2024 |
 Cintas (CTAS) | 0.67% | 0% | 22.29% | 7/9/2025 |
 HubSpot (HUBS) | 0.54% | 0% | 16.19% | 8/9/2023 |
 Arch Capital (ACGL) | 0.48% | 0% | 19.2% | 11/12/2024 |
 Infineon (IFX.DE) | 0.47% | 0% | 19.12% | 10/31/2023 |
 LVMH (MC.PA) | 0.45% | 0% | 19.87% | 11/2/2023 |
 AMD (AMD) | 0.38% | 0% | 10.02% | 5/3/2023 |
 Moody's (MCO) | 0.38% | 0% | 21.95% | 5/5/2025 |
 FICO (FICO) | 0.35% | 0% | 21.37% | 6/27/2025 |
 Silicon Motion (SIMO) | 0.34% | 0% | 14.94% | 7/26/2023 |
 Cencora (COR) | 0.31% | 0% | 10.43% | 2/17/2026 |
 Thermo Fisher (TMO) | 0.3% | 0% | 18.2% | 8/9/2023 |
 Humana (HUM) | 0.3% | 0% | 13.52% | 6/14/2023 |
 Prosus (PRX.NV) | 0.28% | 0% | 5.43% | 3/10/2023 |
 ASML (ASML.NV) | 0.28% | 0% | 15.78% | 7/20/2023 |
 Arthur J. Gallagher (AJG) | 0.28% | 0% | 10.35% | 3/4/2024 |
 NextEra (NEE) | 0.28% | 0% | 16.53% | 7/20/2023 |
 WillScot Mobile Mini (WSC) | 0.26% | 0% | 11.44% | 7/20/2023 |
 Rocket Lab (RKLB) | 0.24% | 0% | 13.44% | 7/1/2025 |
 Broadcom (AVGO) | 0.24% | 0% | 13.52% | 2/17/2026 |
 GE (GE) | 0.24% | 0% | 14.94% | 11/24/2025 |
 Rheinmetall (RHM.DE) | 0.2% | 0% | 11.94% | 7/11/2023 |
 Tesla (TSLA) | 0.2% | 0% | 6.43% | 6/28/2023 |
 Argenx (ARGX.BR) | 0.2% | 0% | 13.36% | 6/12/2023 |
 Stryker (SYK) | 0.18% | 0% | 12.6% | 8/9/2023 |
 Cigna (CI) | 0.17% | 0% | 6.01% | 12/5/2023 |
 Interactive Brokers Group (IBKR) | 0.17% | 0% | 12.85% | 8/13/2025 |
 Shell (SHEL.L) | 0.16% | 4.66% | 3.26% | - |
 Estee Lauder (EL) | 0.16% | 0% | 4.67% | 3/9/2023 |
 Lennar (LEN) | 0.14% | 0% | 9.68% | 7/23/2024 |
 Netflix (NFLX) | 0.14% | 0% | 10.6% | 5/22/2023 |
 Aalberts (AALB.NV) | 0.14% | 0% | 6.93% | 4/4/2023 |
 SPDR Gold (GLD) | 0.13% | 0% | 3.17% | 4/21/2026 |
 BlackRock (BLK) | 0.11% | 0% | 5.68% | 3/10/2023 |
 McDonald's (MCD) | 0.1% | 0% | 5.59% | 3/9/2023 |
 Penumbra (PEN) | 0.1% | 0% | 8.6% | 6/16/2023 |
 McKesson (MCK) | 0.09% | 0% | 4.09% | 12/20/2023 |
 Stoke Therapeutics (STOK) | 0.08% | 0% | 8.18% | 7/5/2024 |
 LSE (LSEG.L) | 0.07% | 0% | 7.68% | 5/6/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.06% | 0% | 3.26% | 2/9/2023 |
 Elevance Health (ELV) | 0.06% | 0% | 3.26% | 2/9/2023 |
 UnitedHealth (UNH) | 0.06% | 0% | 3.26% | 2/9/2023 |
 Danaher (DHR) | 0.05% | 0% | 4.59% | 4/14/2023 |
 Nio (NIO) | 0.05% | 0% | 2.34% | 2/9/2023 |
 Canadian Solar (CSIQ) | 0.04% | 0% | 2.34% | 3/1/2023 |
 Home Depot (HD) | 0.04% | 0% | 2.17% | 1/26/2023 |
 Disney (DIS) | 0.04% | 0% | 4.09% | 5/13/2024 |
 STMicroelectronics (STMPA.PA) | 0.04% | 0% | 3.84% | 4/27/2023 |
 Honeywell (HON) | 0.03% | 0% | 1.5% | 1/18/2023 |
 Monolithic Power (MPWR) | 0.02% | 0% | 2% | 3/28/2023 |
 Northrop Grumman (NOC) | 0.02% | 0% | 1.09% | 1/13/2023 |
 Dollar General (DG.US) | 0.02% | 0% | 1% | 1/12/2023 |
 Paylocity (PCTY) | 0.01% | 0% | 2.34% | 5/5/2023 |
 Itau Unibanco (ITUB) | 0.01% | 0.13% | 9.18% | - |
 Pool Corp. (POOL) | 0.01% | 0% | 0.33% | 2/13/2023 |
 Riot (RIOT) | 0.01% | 0% | 0.25% | 12/11/2023 |
 Take-Two (TTWO) | 0% | 0% | 0.5% | 3/9/2023 |
 MicroStrategy (MSTR) | 0% | 0% | 0.17% | 12/28/2023 |
 Vertiv (VRT) | 0% | 0% | 0.92% | 8/5/2024 |
 Western Alliance (WAL) | 0% | 0% | 0.08% | 12/27/2023 |
 Cleanspark (CLSK) | 0% | 0% | 0.33% | 4/18/2023 |
 Marathon Digital (MARA) | 0% | 0% | 0.08% | 12/28/2023 |
 Albemarle (ALB) | 0% | 0% | 0.08% | 3/1/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| triangulacapital | 24.14% | 25.48% |
| thomaspj | 22.9% | 22.9% |
| Akatri | 9.93% | 9.79% |
| Alphabet (GOOG) | 7.89% | 8.13% |
| JPMorgan (JPM) | 5.92% | 6.41% |
| TJX (TJX) | 5.92% | 5.86% |
| NVIDIA (NVDA) | 3.95% | 3.8% |
| Cencora (COR) | 3.95% | 3.39% |
| Walmart (WMT) | 2.96% | 2.98% |
| Broadcom (AVGO) | 1.97% | 1.71% |
| O'Reilly Auto (ORLY) | 1.97% | 1.68% |
| Costco (COST) | 1.38% | 1.12% |
| Heico (HEI) | 0.99% | 0.91% |
| Palo Alto Networks (PANW) | 0.99% | 0.85% |
| Ares (ARES) | 0.99% | 0.82% |
| Itau Unibanco (ITUB) | 0% | 0.04% |
Cash & Instruments Over Time
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