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Portfolio Diversification
Range
Most Diversified
36 instruments
January 13, 2023
Least Diversified
0 instruments
November 19, 2025
Average
20 instruments
Most Consistent Holdings
Top 5
JPM91.07%
COST91.07%
PANW85.04%
NVDA83.43%
META76.75%
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 | 8.57% | 0% | 38.86% | 5/27/2026 |
 triangulacapital | 4.6% | 0% | 21.08% | 3/6/2026 |
| Meta (META) | 4.25% | 0% | 76.75% | 10/29/2025 |
| Costco (COST) | 3.62% | 0% | 91.07% | 2/17/2026 |
| JPMorgan (JPM) | 3.56% | 0% | 91.07% | 2/17/2026 |
 Deckers (DECK) | 3.38% | 0% | 70.47% | 7/9/2025 |
| NVIDIA (NVDA) | 3.29% | 4.8% | 83.43% | - |
 Novo-Nordisk (NVO) | 2.77% | 0% | 66.37% | 4/17/2025 |
 Alphabet (GOOG) | 2.76% | 4.99% | 75.14% | - |
| Palo Alto Networks (PANW) | 2.75% | 0% | 85.04% | 2/17/2026 |
 Amazon (AMZN) | 2.75% | 0% | 73.85% | 8/4/2025 |
 Arista (ANET) | 2.64% | 0% | 65.49% | 10/14/2025 |
 Microsoft (MSFT) | 2.63% | 2.62% | 57.52% | - |
 Progressive (PGR) | 2.33% | 0% | 65.57% | 10/15/2025 |
 Apple (AAPL) | 2.22% | 0% | 73.29% | 7/9/2025 |
 Eli Lilly (LLY) | 2.02% | 0% | 73.21% | 7/9/2025 |
 TJX (TJX) | 1.98% | 5.45% | 53.02% | - |
 Invesco QQQ (QQQ) | 1.48% | 0% | 48.03% | 4/4/2025 |
 Walmart (WMT) | 1.44% | 0% | 36.44% | 2/17/2026 |
 KKR (KKR) | 1.17% | 0% | 35.32% | 3/6/2025 |
 O'Reilly Auto (ORLY) | 1.05% | 0% | 37.89% | 2/17/2026 |
 Heico (HEI) | 0.91% | 0% | 55.83% | 2/5/2026 |
 Alphabet (GOOGL) | 0.91% | 0% | 24.86% | 12/8/2023 |
 Ares (ARES) | 0.91% | 0% | 33.63% | 5/28/2026 |
 Spotify (SPOT) | 0.79% | 0% | 20.76% | 7/29/2025 |
 MercadoLibre (MELI) | 0.71% | 0% | 18.99% | 12/20/2023 |
 Akatri | 0.67% | 0% | 7.08% | 2/20/2026 |
 Autozone (AZO) | 0.65% | 0% | 20.19% | 11/13/2024 |
 Cintas (CTAS) | 0.65% | 0% | 21.48% | 7/9/2025 |
 HubSpot (HUBS) | 0.52% | 0% | 15.61% | 8/9/2023 |
 Arch Capital (ACGL) | 0.46% | 0% | 18.5% | 11/12/2024 |
 Infineon (IFX.DE) | 0.45% | 0% | 18.42% | 10/31/2023 |
 LVMH (MC.PA) | 0.43% | 0% | 19.15% | 11/2/2023 |
 AMD (AMD) | 0.37% | 0% | 9.65% | 5/3/2023 |
 Moody's (MCO) | 0.36% | 0% | 21.16% | 5/5/2025 |
 FICO (FICO) | 0.34% | 0% | 20.6% | 6/27/2025 |
 Silicon Motion (SIMO) | 0.33% | 0% | 14.4% | 7/26/2023 |
 Cencora (COR) | 0.3% | 0% | 10.06% | 2/17/2026 |
 Thermo Fisher (TMO) | 0.29% | 0% | 17.54% | 8/9/2023 |
 Humana (HUM) | 0.29% | 0% | 13.03% | 6/14/2023 |
 Broadcom (AVGO) | 0.27% | 2.36% | 14.56% | - |
 Prosus (PRX.NV) | 0.27% | 0% | 5.23% | 3/10/2023 |
 ASML (ASML.NV) | 0.27% | 0% | 15.21% | 7/20/2023 |
 Arthur J. Gallagher (AJG) | 0.27% | 0% | 9.98% | 3/4/2024 |
 NextEra (NEE) | 0.27% | 0% | 15.93% | 7/20/2023 |
 WillScot Mobile Mini (WSC) | 0.25% | 0% | 11.02% | 7/20/2023 |
 Rocket Lab (RKLB) | 0.24% | 0% | 12.95% | 7/1/2025 |
 GE (GE) | 0.23% | 0% | 14.4% | 11/24/2025 |
 Shell (SHEL.L) | 0.23% | 0% | 4.91% | 5/15/2026 |
 Smudliczek | 0.21% | 13.69% | 1.53% | - |
 Flaten | 0.2% | 13.07% | 1.53% | - |
 SPDR Gold (GLD) | 0.2% | 0% | 4.75% | 5/13/2026 |
 Rheinmetall (RHM.DE) | 0.19% | 0% | 11.5% | 7/11/2023 |
 Tesla (TSLA) | 0.19% | 0% | 6.19% | 6/28/2023 |
 Argenx (ARGX.BR) | 0.19% | 0% | 12.87% | 6/12/2023 |
 Stryker (SYK) | 0.17% | 0% | 12.15% | 8/9/2023 |
 Cigna (CI) | 0.16% | 0% | 5.79% | 12/5/2023 |
 Interactive Brokers Group (IBKR) | 0.16% | 0% | 12.39% | 8/13/2025 |
 Estee Lauder (EL) | 0.15% | 0% | 4.51% | 3/9/2023 |
 Lennar (LEN) | 0.14% | 0% | 9.33% | 7/23/2024 |
 Netflix (NFLX) | 0.14% | 0% | 10.22% | 5/22/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.13% | 8.04% | 1.77% | - |
 Aalberts (AALB.NV) | 0.13% | 0% | 6.68% | 4/4/2023 |
 BlackRock (BLK) | 0.1% | 0% | 5.47% | 3/10/2023 |
 McDonald's (MCD) | 0.1% | 0% | 5.39% | 3/9/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.09% | 5.28% | 1.77% | - |
 Penumbra (PEN) | 0.09% | 0% | 8.29% | 6/16/2023 |
 McKesson (MCK) | 0.09% | 0% | 3.94% | 12/20/2023 |
 Stoke Therapeutics (STOK) | 0.07% | 0% | 7.88% | 7/5/2024 |
 LSE (LSEG.L) | 0.07% | 0% | 7.4% | 5/6/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.06% | 0% | 3.14% | 2/9/2023 |
 Elevance Health (ELV) | 0.06% | 0% | 3.14% | 2/9/2023 |
 UnitedHealth (UNH) | 0.06% | 0% | 3.14% | 2/9/2023 |
 Danaher (DHR) | 0.05% | 0% | 4.42% | 4/14/2023 |
 Nio (NIO) | 0.04% | 0% | 2.25% | 2/9/2023 |
 Canadian Solar (CSIQ) | 0.04% | 0% | 2.25% | 3/1/2023 |
 Home Depot (HD) | 0.04% | 0% | 2.09% | 1/26/2023 |
 Disney (DIS) | 0.04% | 0% | 3.94% | 5/13/2024 |
 Casey's (CASY) | 0.04% | 2.39% | 1.45% | - |
 STMicroelectronics (STMPA.PA) | 0.04% | 0% | 3.7% | 4/27/2023 |
 Honeywell (HON) | 0.03% | 0% | 1.45% | 1/18/2023 |
 Monolithic Power (MPWR) | 0.02% | 0% | 1.93% | 3/28/2023 |
 Northrop Grumman (NOC) | 0.02% | 0% | 1.05% | 1/13/2023 |
 Dollar General (DG.US) | 0.02% | 0% | 0.97% | 1/12/2023 |
 Paylocity (PCTY) | 0.01% | 0% | 2.25% | 5/5/2023 |
 Itau Unibanco (ITUB) | 0.01% | 0.06% | 12.07% | - |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 0.32% | 5/20/2026 |
 Pool Corp. (POOL) | 0.01% | 0% | 0.32% | 2/13/2023 |
 Riot (RIOT) | 0.01% | 0% | 0.24% | 12/11/2023 |
 Take-Two (TTWO) | 0% | 0% | 0.48% | 3/9/2023 |
 MicroStrategy (MSTR) | 0% | 0% | 0.16% | 12/28/2023 |
 Vertiv (VRT) | 0% | 0% | 0.88% | 8/5/2024 |
 Western Alliance (WAL) | 0% | 0% | 0.08% | 12/27/2023 |
 Cleanspark (CLSK) | 0% | 0% | 0.32% | 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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