Portfolio Diversification
Range
Most Diversified
32 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
31.7 instruments
Most Consistent Holdings
Top 5
GOOG99.53%
IPGP99.53%
IDXX99.53%
EFX99.53%
META99.44%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 18.33% | 21.46% | 99.44% | - |
| Alphabet (GOOG) | 7.22% | 11.51% | 99.53% | - |
 Microsoft (MSFT) | 5.22% | 5.19% | 99.44% | - |
 Apple (AAPL) | 4.85% | 5.45% | 99.35% | - |
 ADP (ADP) | 4.68% | 3.9% | 99.44% | - |
 Amazon (AMZN) | 4.36% | 4.72% | 99.44% | - |
 MercadoLibre (MELI) | 3.67% | 3.49% | 99.44% | - |
 Marriott (MAR) | 2.91% | 3.19% | 99.44% | - |
 Berkshire Hathaway (BRK.B) | 2.89% | 2.92% | 99.35% | - |
 Visa (V) | 2.84% | 2.87% | 99.35% | - |
 Stryker (SYK) | 2.67% | 2.35% | 99.44% | - |
 Fortinet (FTNT) | 2.5% | 2.24% | 99.35% | - |
 Intuit (INTU) | 2.34% | 2.14% | 99.35% | - |
 Colgate (CL) | 2.21% | 1.69% | 99.16% | - |
| Equifax (EFX) | 2.19% | 1.64% | 99.53% | - |
 Procter & Gamble (PG) | 2.16% | 1.63% | 99.44% | - |
 MSCI (MSCI) | 2.16% | 1.8% | 99.35% | - |
 PepsiCo (PEP) | 2.08% | 1.54% | 99.35% | - |
 Johnson & Johnson (JNJ) | 2.05% | 2.22% | 99.35% | - |
| IDEXX (IDXX) | 2.05% | 2.32% | 99.53% | - |
 Starbucks (SBUX) | 1.96% | 1.44% | 99.35% | - |
 ANSYS (ANSS) | 1.9% | 0% | 85.98% | 7/22/2025 |
 BD (BDX) | 1.88% | 1.32% | 99.44% | - |
 Home Depot (HD) | 1.84% | 1.53% | 99.35% | - |
 McCormick (MKC) | 1.6% | 1.17% | 99.35% | - |
 PayPal (PYPL) | 1.54% | 1.12% | 99.35% | - |
 Cognex (CGNX) | 1.42% | 0.95% | 99.44% | - |
 Masimo (MASI) | 1.41% | 1.1% | 99.35% | - |
 Nike (NKE) | 1.36% | 0.81% | 99.44% | - |
| IPG Photonics (IPGP) | 1.35% | 0.93% | 99.53% | - |
 Sabre (SABR) | 0.85% | 0.29% | 99.35% | - |
 Estee Lauder (EL) | 0.8% | 0.48% | 99.44% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 11.36% | 21.17% |
| Alphabet (GOOG) | 6.81% | 7.74% |
| Apple (AAPL) | 4.54% | 5.42% |
| Amazon (AMZN) | 4.54% | 5.06% |
| Microsoft (MSFT) | 4.54% | 5.03% |
| ADP (ADP) | 4.54% | 4.71% |
| MercadoLibre (MELI) | 2.27% | 3.28% |
| Marriott (MAR) | 2.27% | 3.16% |
| Fortinet (FTNT) | 2.27% | 2.85% |
| Berkshire Hathaway (BRK.B) | 2.27% | 2.85% |
| Visa (V) | 2.27% | 2.85% |
| Stryker (SYK) | 2.27% | 2.59% |
| Intuit (INTU) | 2.27% | 2.25% |
| MSCI (MSCI) | 2.27% | 2.13% |
| Colgate (CL) | 2.27% | 2.11% |
| Equifax (EFX) | 2.27% | 2.1% |
| Procter & Gamble (PG) | 2.27% | 2.04% |
| ANSYS (ANSS) | 2.27% | 1.99% |
| Home Depot (HD) | 2.27% | 1.83% |
| PayPal (PYPL) | 4.54% | 1.7% |
| PepsiCo (PEP) | 2.27% | 1.69% |
| Starbucks (SBUX) | 2.27% | 1.68% |
| Johnson & Johnson (JNJ) | 2.27% | 1.63% |
| BD (BDX) | 2.27% | 1.62% |
| IDEXX (IDXX) | 2.27% | 1.49% |
| Masimo (MASI) | 2.27% | 1.45% |
| McCormick (MKC) | 2.27% | 1.43% |
| Cognex (CGNX) | 2.27% | 1.06% |
| Nike (NKE) | 2.27% | 0.98% |
| IPG Photonics (IPGP) | 2.27% | 0.95% |
| Sabre (SABR) | 2.27% | 0.77% |
| Estee Lauder (EL) | 2.27% | 0.39% |