Portfolio Diversification
Range
Most Diversified
40 instruments
April 4, 2025
Least Diversified
0 instruments
January 19, 2024
Average
32.3 instruments
Most Consistent Holdings
Top 5
NOW97.36%
NVDA88.43%
LLY88.43%
META75.4%
PEP75.4%
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) | 8.43% | 5.91% | 88.43% | - |
 Microsoft (MSFT) | 8.11% | 10.53% | 62.08% | - |
| Eli Lilly (LLY) | 4.36% | 3.21% | 88.43% | - |
| Meta (META) | 4.15% | 2.57% | 75.4% | - |
 Apple (AAPL) | 3.6% | 10.25% | 35.58% | - |
 Broadcom (AVGO) | 3.54% | 2.63% | 70.57% | - |
 Alphabet (GOOGL) | 3.52% | 2.35% | 61.93% | - |
| ServiceNow (NOW) | 3% | 1.37% | 97.36% | - |
 Salesforce (CRM) | 2.69% | 1.78% | 70.86% | - |
| PepsiCo (PEP) | 2.58% | 1.63% | 75.4% | - |
 Tesla (TSLA) | 2.32% | 2.74% | 57.98% | - |
 Linde (LIN) | 2.14% | 0% | 48.32% | 7/2/2025 |
 TJX (TJX) | 1.97% | 2.75% | 73.94% | - |
 Intuitive Surgical (ISRG) | 1.9% | 1.68% | 75.4% | - |
 Prologis (PLD) | 1.84% | 0% | 74.96% | 7/2/2025 |
 ExxonMobil (XOM) | 1.6% | 3.48% | 44.51% | - |
 Boston Scientific (BSX.US) | 1.58% | 0% | 66.03% | 7/2/2025 |
 McDonald's (MCD) | 1.53% | 0% | 39.68% | 7/2/2025 |
 Cisco (CSCO) | 1.47% | 1.99% | 57.69% | - |
 Stryker (SYK) | 1.34% | 0% | 53% | 7/2/2025 |
 Procter & Gamble (PG) | 1.32% | 1.34% | 48.76% | - |
 AbbVie (ABBV) | 1.27% | 2.71% | 44.36% | - |
 Arista (ANET) | 1.21% | 0% | 61.93% | 4/3/2025 |
 Home Depot (HD) | 1.2% | 3.83% | 35.58% | - |
 Mondelez (MDLZ) | 1.08% | 0% | 53% | 4/3/2025 |
 Chevron (CVX) | 1.06% | 2.52% | 31.04% | - |
 Palo Alto Networks (PANW) | 1.02% | 0% | 54.17% | 10/9/2025 |
 Merck (MRK) | 1.01% | 2.15% | 44.36% | - |
 Texas Instruments (TXN) | 0.93% | 1.42% | 44.36% | - |
 Union Pacific (UNP) | 0.93% | 3.02% | 35.58% | - |
 ADP (ADP) | 0.9% | 0% | 35.29% | 10/1/2024 |
 Schlumberger (SLB) | 0.9% | 0% | 61.93% | 4/3/2025 |
 Motorola (MSI) | 0.87% | 0% | 52.86% | 7/2/2025 |
 Trane (TT) | 0.86% | 0% | 48.76% | 1/2/2025 |
 Waste Management (WM) | 0.85% | 1.65% | 48.61% | - |
 Coca-Cola (KO) | 0.85% | 1.48% | 21.08% | - |
 Analog Devices (ADI) | 0.82% | 0% | 35.43% | 7/2/2025 |
 McKesson (MCK) | 0.72% | 1.43% | 49.05% | - |
 3M (MMM) | 0.63% | 0% | 40.85% | 10/9/2025 |
 Synopsys (SNPS) | 0.6% | 0% | 36.9% | 10/9/2025 |
 Booking (BKNG) | 0.6% | 1.94% | 21.08% | - |
 Oracle (ORCL) | 0.59% | 1.3% | 35.43% | - |
 Thermo Fisher (TMO) | 0.56% | 1.83% | 35.43% | - |
 Qualcomm (QCOM) | 0.56% | 0% | 27.53% | 10/9/2025 |
 Uber (UBER) | 0.52% | 1.25% | 21.38% | - |
 Cintas (CTAS) | 0.51% | 1.62% | 35.72% | - |
 Gilead Sciences (GILD) | 0.5% | 1.22% | 44.36% | - |
 Sherwin-Williams (SHW) | 0.5% | 0% | 26.35% | 10/1/2024 |
 Vertex (VRTX) | 0.46% | 0% | 26.21% | 7/2/2025 |
 Colgate (CL) | 0.45% | 0% | 26.21% | 4/3/2025 |
 Chipotle (CMG) | 0.44% | 0% | 26.65% | 4/3/2025 |
 Starbucks (SBUX) | 0.43% | 0% | 26.5% | 7/2/2025 |
 United Rentals (URI) | 0.43% | 1.91% | 22.4% | - |
 Applied Materials (AMAT) | 0.43% | 0% | 27.67% | 10/9/2025 |
 Johnson & Johnson (JNJ) | 0.43% | 1.47% | 35.58% | - |
 O'Reilly Auto (ORLY) | 0.4% | 0% | 26.65% | 4/3/2025 |
 Abbott (ABT) | 0.4% | 1.05% | 35.43% | - |
 Lam Research (LRCX) | 0.4% | 1.89% | 22.4% | - |
 ConocoPhillips (COP) | 0.39% | 2.15% | 22.4% | - |
 Cadence (CDNS) | 0.39% | 0% | 22.4% | 1/2/2025 |
 Medtronic (MDT.US) | 0.38% | 1.21% | 35.58% | - |
 Ecolab (ECL) | 0.38% | 0% | 26.35% | 10/1/2024 |
 Adobe (ADBE) | 0.37% | 0% | 27.53% | 10/9/2025 |
 Pfizer (PFE) | 0.37% | 0% | 8.93% | 4/3/2024 |
 DexCom (DXCM) | 0.36% | 0% | 35.29% | 10/1/2024 |
 Marriott (MAR) | 0.36% | 0% | 26.65% | 4/3/2025 |
 Paccar (PCAR) | 0.34% | 0% | 26.21% | 4/3/2025 |
 Fortinet (FTNT) | 0.34% | 0% | 26.65% | 4/3/2025 |
 Roper (ROP) | 0.33% | 0% | 26.65% | 4/3/2025 |
 Fiserv (FISV) | 0.31% | 0% | 13.32% | 10/1/2024 |
 IBM (IBM) | 0.31% | 1.4% | 20.94% | - |
 Micron (MU) | 0.29% | 0% | 13.18% | 4/3/2025 |
 Microchip (MCHP) | 0.27% | 0% | 21.96% | 7/2/2024 |
 Equinix (EQIX) | 0.24% | 0% | 13.18% | 4/3/2025 |
 Crowdstrike (CRWD) | 0.22% | 0% | 13.47% | 1/2/2025 |
 Emerson (EMR) | 0.19% | 0% | 13.18% | 4/3/2025 |
 Danaher (DHR) | 0.18% | 0% | 14.49% | 10/9/2025 |
 ITW (ITW) | 0.17% | 0% | 8.93% | 4/3/2024 |
 Johnson Controls (JCI) | 0.16% | 0% | 13.32% | 10/1/2024 |
 NXP (NXPI) | 0.15% | 0% | 8.93% | 4/3/2024 |
 Kimberly-Clark (KMB) | 0.14% | 0% | 13.32% | 10/1/2024 |
 Supermicro (SMCI) | 0.14% | 0% | 13.03% | 7/2/2024 |
 Autodesk (ADSK) | 0.13% | 0% | 8.93% | 4/3/2024 |
 CRH (CRH.L) | 0.13% | 1.65% | 7.91% | - |
 Valero (VLO) | 0.12% | 0% | 8.93% | 4/3/2024 |
 Carrier (CARR) | 0.11% | 0% | 8.93% | 4/3/2024 |
 GE Vernova (GEV) | 0.11% | 1.42% | 7.91% | - |
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% |