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Portfolio Diversification
Range
Most Diversified
19 instruments
June 3, 2026
Least Diversified
0 instruments
June 22, 2026
Average
17.6 instruments
Most Consistent Holdings
Top 5
MSFT95%
BAC95%
TSLA95%
BRK.B95%
CVS95%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 3, 2026)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Bank of America (BAC) | 6.3% | 6.91% | 95% | - |
 Amphenol (APH) | 5.92% | 6.28% | 95% | - |
| Microsoft (MSFT) | 5.67% | 6.9% | 95% | - |
 S&P Global (SPGI) | 5.47% | 5.46% | 95% | - |
 GM (GM) | 5.36% | 6.13% | 95% | - |
| CVS Health (CVS) | 5.13% | 5.39% | 95% | - |
 Huntington (HBAN) | 5.04% | 5.11% | 95% | - |
 Wells Fargo (WFC) | 5.04% | 5.31% | 95% | - |
| Berkshire Hathaway (BRK.B) | 4.87% | 5.2% | 95% | - |
 Constellation Brands (STZ) | 4.84% | 5.32% | 85% | - |
 PepsiCo (PEP) | 4.82% | 5.54% | 85% | - |
 Bristol-Myers Squibb (BMY) | 3.6% | 4.18% | 95% | - |
 Palantir (PLTR) | 3.28% | 3.47% | 95% | - |
 Meta (META) | 3.23% | 5.75% | 50% | - |
| Tesla (TSLA) | 3.02% | 3.6% | 95% | - |
 Alphabet (GOOGL) | 2.89% | 5.83% | 50% | - |
 Texas Instruments (TXN) | 2.89% | 5.43% | 50% | - |
 Zimmer Biomet (ZBH) | 2.81% | 0% | 45% | 6/30/2026 |
 Micron (MU) | 2.71% | 0% | 45% | 6/30/2026 |
 Pfizer (PFE) | 2.64% | 0% | 45% | 6/30/2026 |
 UnitedHealth (UNH) | 2.39% | 0% | 45% | 6/30/2026 |
 Snowflake (SNOW) | 2.36% | 2.29% | 85% | - |
 Nike (NKE) | 0.67% | 0% | 10% | 6/8/2026 |
 Lululemon (LULU) | 0.54% | 0% | 10% | 6/8/2026 |
 Ciena (CIEN) | 0.32% | 0% | 10% | 6/8/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
There is no history available for this day.
Cash & Instruments Over Time
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