Portfolio Diversification
Range
Most Diversified
36 instruments
January 13, 2023
Least Diversified
14 instruments
October 16, 2025
Average
22.2 instruments
Most Consistent Holdings
Top 5
JPM100%
COST100%
META93.2%
PANW92.61%
AMZN90.44%
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 |
|---|---|---|---|---|
| Meta (META) | 5.2% | 0.93% | 93.2% | - |
| Costco (COST) | 4.3% | 1.26% | 100% | - |
 Deckers (DECK) | 4.13% | 0% | 86.31% | 7/9/2025 |
| JPMorgan (JPM) | 3.75% | 4.3% | 100% | - |
 thomaspj | 3.73% | 23.34% | 27.29% | - |
 NVIDIA (NVDA) | 3.55% | 4.14% | 89.95% | - |
 Novo-Nordisk (NVO) | 3.39% | 0% | 81.28% | 4/17/2025 |
| Amazon (AMZN) | 3.36% | 0% | 90.44% | 8/4/2025 |
 Arista (ANET) | 3.23% | 0% | 80.2% | 10/14/2025 |
| Palo Alto Networks (PANW) | 3.22% | 2.11% | 92.61% | - |
 Microsoft (MSFT) | 3.17% | 0% | 68.37% | 12/4/2024 |
 Progressive (PGR) | 2.85% | 0% | 80.3% | 10/15/2025 |
 Apple (AAPL) | 2.71% | 0% | 89.75% | 7/9/2025 |
 triangulacapital | 2.62% | 20.12% | 12.91% | - |
 Eli Lilly (LLY) | 2.47% | 0% | 89.66% | 7/9/2025 |
 Alphabet (GOOG) | 2.46% | 3.91% | 78.42% | - |
 Invesco QQQ (QQQ) | 1.81% | 0% | 58.82% | 4/4/2025 |
 Walmart (WMT) | 1.44% | 2.22% | 33.1% | - |
 KKR (KKR) | 1.43% | 0% | 43.25% | 3/6/2025 |
 TJX (TJX) | 1.24% | 2.12% | 45.22% | - |
 O'Reilly Auto (ORLY) | 1.13% | 1.04% | 36.55% | - |
 Alphabet (GOOGL) | 1.12% | 0% | 30.44% | 12/8/2023 |
 Heico (HEI) | 1.02% | 0.91% | 58.03% | - |
 Ares (ARES) | 0.98% | 0.78% | 28.37% | - |
 Spotify (SPOT) | 0.96% | 0% | 25.42% | 7/29/2025 |
 MercadoLibre (MELI.RTH) | 0.87% | 0% | 23.25% | 12/20/2023 |
 Autozone (AZO) | 0.8% | 0% | 24.73% | 11/13/2024 |
 Cintas (CTAS) | 0.8% | 0% | 26.31% | 7/9/2025 |
 HubSpot (HUBS) | 0.64% | 0% | 19.11% | 8/9/2023 |
 Arch Capital (ACGL) | 0.57% | 0% | 22.66% | 11/12/2024 |
 Infineon (IFX.DE) | 0.55% | 0% | 22.56% | 10/31/2023 |
 LVMH (MC.PA) | 0.53% | 0% | 23.45% | 11/2/2023 |
 AMD (AMD) | 0.45% | 0% | 11.82% | 5/3/2023 |
 Moody's (MCO) | 0.45% | 0% | 25.91% | 5/5/2025 |
 FICO (FICO) | 0.41% | 0% | 25.22% | 6/27/2025 |
 Silicon Motion (SIMO) | 0.4% | 0% | 17.64% | 7/26/2023 |
 Thermo Fisher (TMO) | 0.35% | 0% | 21.48% | 8/9/2023 |
 Humana (HUM) | 0.35% | 0% | 15.96% | 6/14/2023 |
 Prosus (PRX.NV) | 0.33% | 0% | 6.4% | 3/10/2023 |
 ASML (ASML.NV) | 0.33% | 0% | 18.62% | 7/20/2023 |
 Arthur J. Gallagher (AJG) | 0.33% | 0% | 12.22% | 3/4/2024 |
 NextEra (NEE) | 0.33% | 0% | 19.51% | 7/20/2023 |
 WillScot Mobile Mini (WSC) | 0.31% | 0% | 13.5% | 7/20/2023 |
 Rocket Lab (RKLB.RTH) | 0.29% | 0% | 15.86% | 7/1/2025 |
 GE (GE) | 0.25% | 1.07% | 14.38% | - |
 Rheinmetall (RHM.DE) | 0.24% | 0% | 14.09% | 7/11/2023 |
 Tesla (TSLA) | 0.24% | 0% | 7.59% | 6/28/2023 |
 Argenx (ARGX.BR) | 0.24% | 0% | 15.76% | 6/12/2023 |
 Stryker (SYK) | 0.21% | 0% | 14.88% | 8/9/2023 |
 Cigna (CI) | 0.2% | 0% | 7.09% | 12/5/2023 |
 Interactive Brokers (IBKR.RTH) | 0.2% | 0% | 15.17% | 8/13/2025 |
 Estee Lauder (EL) | 0.18% | 0% | 5.52% | 3/9/2023 |
 Lennar (LEN) | 0.17% | 0% | 11.43% | 7/23/2024 |
 Netflix (NFLX) | 0.17% | 0% | 12.51% | 5/22/2023 |
 Aalberts (AALB.NV) | 0.16% | 0% | 8.18% | 4/4/2023 |
 Broadcom (AVGO) | 0.15% | 0% | 7.68% | 9/25/2025 |
 BlackRock (BLK) | 0.12% | 0% | 6.7% | 3/10/2023 |
 McDonald's (MCD) | 0.12% | 0% | 6.6% | 3/9/2023 |
 Penumbra (PEN) | 0.11% | 0% | 10.15% | 6/16/2023 |
 McKesson (MCK) | 0.11% | 0% | 4.83% | 12/20/2023 |
 Stoke Therapeutics (STOK) | 0.09% | 0% | 9.66% | 7/5/2024 |
 LSE (LSEG.L) | 0.09% | 0% | 9.06% | 5/6/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.07% | 0% | 3.84% | 2/9/2023 |
 Cencora (COR) | 0.07% | 0% | 3.74% | 2/8/2023 |
 Elevance Health (ELV) | 0.07% | 0% | 3.84% | 2/9/2023 |
 UnitedHealth (UNH) | 0.07% | 0% | 3.84% | 2/9/2023 |
 Danaher (DHR) | 0.06% | 0% | 5.42% | 4/14/2023 |
 Nio (NIO) | 0.05% | 0% | 2.76% | 2/9/2023 |
 Canadian Solar (CSIQ) | 0.05% | 0% | 2.76% | 3/1/2023 |
 Home Depot (HD) | 0.05% | 0% | 2.56% | 1/26/2023 |
 Disney (DIS) | 0.05% | 0% | 4.83% | 5/13/2024 |
 STMicroelectronics (STMPA.PA) | 0.04% | 0% | 4.53% | 4/27/2023 |
 Honeywell (HON.RTH) | 0.03% | 0% | 1.77% | 1/18/2023 |
 Monolithic Power (MPWR) | 0.03% | 0% | 2.36% | 3/28/2023 |
 Northrop Grumman (NOC) | 0.02% | 0% | 1.28% | 1/13/2023 |
 Dollar General (DG.US) | 0.02% | 0% | 1.18% | 1/12/2023 |
 Paylocity (PCTY) | 0.01% | 0% | 2.76% | 5/5/2023 |
 Pool Corp. (POOL) | 0.01% | 0% | 0.39% | 2/13/2023 |
 Riot (RIOT) | 0.01% | 0% | 0.3% | 12/11/2023 |
 Take-Two (TTWO) | 0.01% | 0% | 0.59% | 3/9/2023 |
 MicroStrategy (MSTR) | 0.01% | 0% | 0.2% | 12/28/2023 |
 Vertiv (VRT) | 0% | 0% | 1.08% | 8/5/2024 |
 Western Alliance (WAL) | 0% | 0% | 0.1% | 12/27/2023 |
 Cleanspark (CLSK) | 0% | 0% | 0.39% | 4/18/2023 |
 Marathon Digital (MARA) | 0% | 0% | 0.1% | 12/28/2023 |
 Albemarle (ALB) | 0% | 0% | 0.1% | 3/1/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Deckers (DECK) | 5.56% | 7.61% |
| Meta (META) | 5.56% | 7.1% |
| Arista (ANET) | 5.56% | 6.59% |
| Costco (COST) | 5.56% | 6.52% |
| KKR (KKR) | 5.11% | 5.56% |
| NVIDIA (NVDA) | 5.56% | 5.24% |
| Palo Alto Networks (PANW) | 5.56% | 5.22% |
| Walmart (WMT) | 5.56% | 5.14% |
| JPMorgan (JPM) | 4.44% | 5.08% |
| Amazon (AMZN) | 4.44% | 4.52% |
| Cintas (CTAS) | 4.44% | 3.39% |
| Invesco QQQ (QQQ) | 3.33% | 3.34% |
| Alphabet (GOOG) | 3.33% | 3.34% |
| TJX (TJX) | 3.33% | 3.07% |
| O'Reilly Auto (ORLY) | 3.33% | 2.87% |
| Heico (HEI) | 3.33% | 2.66% |
| Progressive (PGR) | 2.22% | 2.12% |
| Moody's (MCO) | 2.22% | 1.98% |
| Spotify (SPOT) | 2.22% | 1.87% |
| FICO (FICO) | 2.22% | 1.79% |
| Eli Lilly (LLY) | 2.22% | 1.73% |
| Rocket Lab (RKLB.RTH) | 1.11% | 1.28% |
| Apple (AAPL) | 1.11% | 1.07% |
| Interactive Brokers (IBKR.RTH) | 1.11% | 0.98% |
| Novo-Nordisk (NVO) | 1.11% | 0.63% |