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Portfolio Diversification
Range
Most Diversified
32 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
31.6 instruments
Most Consistent Holdings
Top 5
GOOG99.57%
IPGP99.57%
IDXX99.57%
EFX99.57%
META99.48%
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) | 18.57% | 21.73% | 99.48% | - |
| Alphabet (GOOG) | 7.55% | 11.29% | 99.57% | - |
 Microsoft (MSFT) | 5.19% | 4.54% | 99.48% | - |
 Apple (AAPL) | 4.88% | 5.2% | 99.39% | - |
 ADP (ADP) | 4.6% | 3.39% | 99.48% | - |
 Amazon (AMZN) | 4.38% | 4.58% | 99.48% | - |
 MercadoLibre (MELI) | 3.66% | 3.22% | 99.48% | - |
 Marriott (MAR) | 2.95% | 3.43% | 99.48% | - |
 Berkshire Hathaway (BRK.B) | 2.89% | 2.92% | 99.39% | - |
 Visa (V) | 2.83% | 2.67% | 99.39% | - |
 Stryker (SYK) | 2.65% | 2.45% | 99.48% | - |
 Fortinet (FTNT) | 2.48% | 2.35% | 99.39% | - |
 Intuit (INTU) | 2.3% | 1.61% | 99.39% | - |
 Colgate (CL) | 2.19% | 2.03% | 99.22% | - |
| Equifax (EFX) | 2.14% | 1.59% | 99.57% | - |
 MSCI (MSCI) | 2.14% | 1.88% | 99.39% | - |
 Procter & Gamble (PG) | 2.13% | 1.75% | 99.48% | - |
 Johnson & Johnson (JNJ) | 2.07% | 2.53% | 99.39% | - |
| IDEXX (IDXX) | 2.06% | 2.05% | 99.57% | - |
 PepsiCo (PEP) | 2.04% | 1.65% | 99.39% | - |
 Starbucks (SBUX) | 1.93% | 1.7% | 99.39% | - |
 BD (BDX) | 1.84% | 1.12% | 99.48% | - |
 Home Depot (HD) | 1.82% | 1.57% | 99.39% | - |
 ANSYS (ANSS) | 1.76% | 0% | 79.93% | 7/22/2025 |
 McCormick (MKC) | 1.57% | 1.14% | 99.39% | - |
 PayPal (PYPL) | 1.5% | 0.87% | 99.39% | - |
 Cognex (CGNX) | 1.4% | 1.37% | 99.48% | - |
 Masimo (MASI) | 1.39% | 1.43% | 99.39% | - |
| IPG Photonics (IPGP) | 1.34% | 1.47% | 99.57% | - |
 Nike (NKE) | 1.32% | 0.69% | 99.48% | - |
 Sabre (SABR) | 0.8% | 0.31% | 99.39% | - |
 Estee Lauder (EL) | 0.78% | 0.45% | 99.48% | - |
 Waters (WAT) | 0.01% | 0.27% | 2% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 11.21% | 21.82% |
| Alphabet (GOOG) | 6.73% | 11.67% |
| Apple (AAPL) | 4.48% | 5.38% |
| Microsoft (MSFT) | 4.48% | 5.27% |
| Amazon (AMZN) | 4.48% | 4.87% |
| ADP (ADP) | 4.48% | 3.78% |
| MercadoLibre (MELI) | 2.24% | 3.55% |
| Marriott (MAR) | 2.24% | 3.22% |
| Berkshire Hathaway (BRK.B) | 2.24% | 2.89% |
| Visa (V) | 2.24% | 2.89% |
| Stryker (SYK) | 2.24% | 2.31% |
| IDEXX (IDXX) | 2.24% | 2.23% |
| Fortinet (FTNT) | 2.24% | 2.19% |
| Intuit (INTU) | 2.24% | 2.17% |
| Johnson & Johnson (JNJ) | 2.24% | 2.14% |
| MSCI (MSCI) | 2.24% | 1.86% |
| Colgate (CL) | 2.24% | 1.68% |
| Equifax (EFX) | 2.24% | 1.63% |
| Procter & Gamble (PG) | 2.24% | 1.6% |
| Home Depot (HD) | 2.24% | 1.48% |
| PepsiCo (PEP) | 2.24% | 1.46% |
| Starbucks (SBUX) | 2.24% | 1.42% |
| BD (BDX) | 2.24% | 1.27% |
| McCormick (MKC) | 2.24% | 1.17% |
| PayPal (PYPL) | 4.48% | 1.06% |
| Masimo (MASI) | 2.24% | 1.04% |
| Cognex (CGNX) | 2.24% | 0.97% |
| IPG Photonics (IPGP) | 2.24% | 0.85% |
| Nike (NKE) | 2.24% | 0.75% |
| Estee Lauder (EL) | 2.24% | 0.5% |
| Sabre (SABR) | 2.24% | 0.26% |
Cash & Instruments Over Time
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