Portfolio Diversification
Range
Most Diversified
40 instruments
April 4, 2025
Least Diversified
0 instruments
January 19, 2024
Average
31.3 instruments
Most Consistent Holdings
Top 5
NOW97.31%
NVDA87.04%
LLY87.04%
PLD86.2%
TJX75.93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 19, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 8.78% | 6.72% | 87.04% | - |
 Microsoft (MSFT) | 7.4% | 16.49% | 56.73% | - |
| Eli Lilly (LLY) | 4.64% | 1.89% | 87.04% | - |
 Meta (META) | 4.24% | 5.37% | 72.05% | - |
 Broadcom (AVGO) | 3.74% | 1.77% | 66.5% | - |
 Alphabet (GOOGL) | 3.5% | 6.42% | 56.57% | - |
| ServiceNow (NOW) | 3.24% | 1.45% | 97.31% | - |
 Salesforce (CRM) | 2.85% | 1.77% | 66.84% | - |
 PepsiCo (PEP) | 2.77% | 0.95% | 72.05% | - |
 Apple (AAPL) | 2.74% | 9.2% | 26.26% | - |
 Linde (LIN) | 2.45% | 0% | 55.56% | 7/2/2025 |
 Tesla (TSLA) | 2.28% | 2.19% | 52.02% | - |
| Prologis (PLD) | 2.12% | 0% | 86.2% | 7/2/2025 |
| TJX (TJX) | 2.02% | 0% | 75.93% | 7/2/2025 |
 Intuitive Surgical (ISRG) | 1.99% | 0.87% | 72.05% | - |
 Boston Scientific (BSX.US) | 1.82% | 0% | 75.93% | 7/2/2025 |
 McDonald's (MCD) | 1.76% | 0% | 45.62% | 7/2/2025 |
 Stryker (SYK) | 1.54% | 0% | 60.94% | 7/2/2025 |
 Cisco (CSCO) | 1.44% | 1.33% | 51.68% | - |
 Arista (ANET) | 1.4% | 0% | 71.21% | 4/3/2025 |
 Procter & Gamble (PG) | 1.36% | 0.57% | 41.41% | - |
 ExxonMobil (XOM) | 1.32% | 3.71% | 36.53% | - |
 Mondelez (MDLZ) | 1.25% | 0% | 60.94% | 4/3/2025 |
 Palo Alto Networks (PANW) | 1.11% | 1.11% | 56.73% | - |
 AbbVie (ABBV) | 1.1% | 2% | 36.36% | - |
 ADP (ADP) | 1.04% | 0% | 40.57% | 10/1/2024 |
 Schlumberger (SLB) | 1.03% | 0% | 71.21% | 4/3/2025 |
 Motorola (MSI) | 0.99% | 0% | 60.77% | 7/2/2025 |
 Trane (TT) | 0.99% | 0% | 56.06% | 1/2/2025 |
 Analog Devices (ADI) | 0.94% | 0% | 40.74% | 7/2/2025 |
 Merck (MRK) | 0.93% | 0.96% | 36.36% | - |
 Texas Instruments (TXN) | 0.89% | 1.33% | 36.36% | - |
 Chevron (CVX) | 0.88% | 2.2% | 21.38% | - |
 Coca-Cola (KO) | 0.84% | 0% | 15.15% | 4/3/2025 |
 Home Depot (HD) | 0.84% | 3.43% | 26.26% | - |
 Waste Management (WM) | 0.76% | 1.27% | 41.25% | - |
 Union Pacific (UNP) | 0.69% | 2.28% | 26.26% | - |
 3M (MMM) | 0.64% | 1.58% | 41.41% | - |
 Synopsys (SNPS) | 0.63% | 1.26% | 36.87% | - |
 McKesson (MCK) | 0.62% | 1.2% | 41.75% | - |
 Sherwin-Williams (SHW) | 0.57% | 0% | 30.3% | 10/1/2024 |
 Qualcomm (QCOM) | 0.54% | 1.82% | 26.09% | - |
 Vertex (VRTX) | 0.52% | 0% | 30.13% | 7/2/2025 |
 Colgate (CL) | 0.52% | 0% | 30.13% | 4/3/2025 |
 Booking (BKNG) | 0.51% | 0% | 15.15% | 4/3/2025 |
 Chipotle (CMG) | 0.5% | 0% | 30.64% | 4/3/2025 |
 Starbucks (SBUX) | 0.5% | 0% | 30.47% | 7/2/2025 |
 Uber (UBER) | 0.48% | 0% | 15.49% | 1/2/2025 |
 O'Reilly Auto (ORLY) | 0.46% | 0% | 30.64% | 4/3/2025 |
 Cadence (CDNS) | 0.44% | 0% | 25.76% | 1/2/2025 |
 Applied Materials (AMAT) | 0.43% | 0.99% | 26.26% | - |
 Ecolab (ECL) | 0.43% | 0% | 30.3% | 10/1/2024 |
 Oracle (ORCL) | 0.43% | 1.55% | 26.09% | - |
 Gilead Sciences (GILD) | 0.42% | 0.94% | 36.36% | - |
 Pfizer (PFE) | 0.42% | 0% | 10.27% | 4/3/2024 |
 DexCom (DXCM) | 0.41% | 0% | 40.57% | 10/1/2024 |
 Marriott (MAR) | 0.41% | 0% | 30.64% | 4/3/2025 |
 Thermo Fisher (TMO) | 0.4% | 1.66% | 26.09% | - |
 Paccar (PCAR) | 0.39% | 0% | 30.13% | 4/3/2025 |
 Fortinet (FTNT) | 0.39% | 0% | 30.64% | 4/3/2025 |
 Roper (ROP) | 0.38% | 0% | 30.64% | 4/3/2025 |
 Cintas (CTAS) | 0.38% | 1.2% | 26.43% | - |
 Adobe (ADBE) | 0.36% | 1.18% | 26.09% | - |
 Fiserv (FI) | 0.36% | 0% | 15.32% | 10/1/2024 |
 Micron (MU) | 0.33% | 0% | 15.15% | 4/3/2025 |
 Abbott (ABT) | 0.32% | 0.79% | 26.09% | - |
 Microchip (MCHP) | 0.31% | 0% | 25.25% | 7/2/2024 |
 Johnson & Johnson (JNJ) | 0.29% | 1.37% | 26.26% | - |
 Medtronic (MDT.US) | 0.29% | 0.74% | 26.26% | - |
 Equinix (EQIX) | 0.28% | 0% | 15.15% | 4/3/2025 |
 Crowdstrike (CRWD) | 0.25% | 0% | 15.49% | 1/2/2025 |
 IBM (IBM) | 0.22% | 0% | 14.98% | 7/2/2025 |
 Emerson (EMR) | 0.22% | 0% | 15.15% | 4/3/2025 |
 United Rentals (URI) | 0.2% | 2% | 11.11% | - |
 ITW (ITW) | 0.2% | 0% | 10.27% | 4/3/2024 |
 Johnson Controls (JCI) | 0.19% | 0% | 15.32% | 10/1/2024 |
 ConocoPhillips (COP) | 0.19% | 1.61% | 11.11% | - |
 Lam Research (LRCX) | 0.18% | 1.66% | 11.11% | - |
 NXP (NXPI) | 0.17% | 0% | 10.27% | 4/3/2024 |
 Kimberly-Clark (KMB) | 0.17% | 0% | 15.32% | 10/1/2024 |
 Supermicro (SMCI) | 0.16% | 0% | 14.98% | 7/2/2024 |
 Autodesk (ADSK) | 0.15% | 0% | 10.27% | 4/3/2024 |
 Danaher (DHR) | 0.14% | 1.21% | 11.11% | - |
 Valero (VLO) | 0.14% | 0% | 10.27% | 4/3/2024 |
 Carrier (CARR) | 0.13% | 0% | 10.27% | 4/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 9.98% | 12.81% |
| Microsoft (MSFT) | 13.21% | 11.64% |
| Tesla (TSLA) | 7.41% | 10.47% |
| Eli Lilly (LLY) | 6.55% | 5.62% |
| ServiceNow (NOW) | 3.85% | 4.59% |
| Meta (META) | 4.22% | 4.33% |
| McDonald's (MCD) | 5.12% | 4.3% |
| Intuitive Surgical (ISRG) | 3.69% | 3.87% |
| PepsiCo (PEP) | 3.85% | 3.05% |
| TJX (TJX) | 2.53% | 2.72% |
| Boston Scientific (BSX.US) | 2.33% | 2.7% |
| Stryker (SYK) | 2.78% | 2.65% |
| Uber (UBER) | 3.7% | 2.65% |
| Palo Alto Networks (PANW) | 2.6% | 2.5% |
| Arista (ANET) | 1.91% | 2.38% |
| Starbucks (SBUX) | 2.59% | 2.16% |
| Prologis (PLD) | 2.79% | 2.07% |
| Trane (TT) | 1.59% | 1.72% |
| Chipotle (CMG) | 1.85% | 1.72% |
| Crowdstrike (CRWD) | 1.52% | 1.65% |
| Mondelez (MDLZ) | 2.14% | 1.65% |
| Motorola (MSI) | 1.37% | 1.59% |
| Synopsys (SNPS) | 1.82% | 1.57% |
| McKesson (MCK) | 1.51% | 1.53% |
| Cadence (CDNS) | 1.48% | 1.47% |
| O'Reilly Auto (ORLY) | 1.56% | 1.41% |
| Marriott (MAR) | 1.36% | 1.36% |
| Fortinet (FTNT) | 1.15% | 1.25% |
| Roper (ROP) | 1.4% | 1.16% |
| Schlumberger (SLB) | 1.82% | 1.12% |