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Portfolio Diversification
Range
Most Diversified
40 instruments
April 4, 2025
Least Diversified
0 instruments
January 19, 2024
Average
34.5 instruments
Most Consistent Holdings
Top 5
NVDA91.44%
LLY91.04%
NOW85.53%
META82.68%
TJX81.69%
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) | 9.11% | 11.74% | 91.44% | - |
 Microsoft (MSFT) | 7.72% | 9.06% | 73.52% | - |
 Apple (AAPL) | 5.49% | 14.6% | 55.91% | - |
| Eli Lilly (LLY) | 3.94% | 2.68% | 91.04% | - |
 Alphabet (GOOGL) | 3.81% | 4.1% | 73.62% | - |
| Meta (META) | 3.79% | 1.43% | 82.68% | - |
 Broadcom (AVGO) | 3.75% | 2.8% | 79.23% | - |
 Tesla (TSLA) | 2.49% | 1.82% | 70.96% | - |
| ServiceNow (NOW) | 2.3% | 0% | 85.53% | 7/1/2026 |
 Linde (LIN) | 2.04% | 2.5% | 61.71% | - |
 PepsiCo (PEP) | 1.98% | 1.58% | 73.72% | - |
| TJX (TJX) | 1.9% | 1.69% | 81.69% | - |
 Salesforce (CRM) | 1.86% | 0% | 50.2% | 12/30/2025 |
 Home Depot (HD) | 1.73% | 3.16% | 55.91% | - |
 Intuitive Surgical (ISRG) | 1.65% | 0% | 79.33% | 10/1/2026 |
 AbbVie (ABBV) | 1.51% | 1.99% | 61.81% | - |
 ExxonMobil (XOM) | 1.49% | 1.31% | 53.15% | - |
 Union Pacific (UNP) | 1.39% | 2.69% | 46.95% | - |
 Cisco (CSCO) | 1.38% | 1.13% | 61.71% | - |
 Procter & Gamble (PG) | 1.37% | 1.98% | 64.76% | - |
 Prologis (PLD) | 1.31% | 2.39% | 53.54% | - |
 Merck (MRK) | 1.21% | 1.42% | 61.81% | - |
 Chevron (CVX.US) | 1.16% | 1.67% | 44.09% | - |
 Boston Scientific (BSX.US) | 1.16% | 0% | 53.35% | 3/31/2026 |
 Stryker (SYK) | 1.1% | 1.64% | 47.74% | - |
 Texas Instruments (TXN) | 1.05% | 1.44% | 52.66% | - |
 McDonald's (MCD) | 1.03% | 0% | 26.67% | 7/2/2025 |
 Trane (TT) | 0.89% | 0% | 49.9% | 10/1/2026 |
 Analog Devices (ADI.US) | 0.88% | 0% | 40.75% | 10/1/2026 |
 Waste Management (WM) | 0.87% | 0% | 52.76% | 7/1/2026 |
 Arista (ANET) | 0.85% | 0.87% | 44.78% | - |
 Johnson & Johnson (JNJ) | 0.82% | 2.04% | 55.91% | - |
 Coca-Cola (KO) | 0.77% | 0.62% | 37.4% | - |
 Uber (UBER) | 0.74% | 0% | 43.21% | 10/1/2026 |
 Applied Materials (AMAT) | 0.73% | 1.27% | 39.07% | - |
 Mondelez (MDLZ) | 0.73% | 0% | 35.63% | 4/3/2025 |
 GE Vernova (GEV) | 0.71% | 1.65% | 37.3% | - |
 Palo Alto Networks (PANW) | 0.68% | 0% | 36.42% | 10/9/2025 |
 Medtronic (MDT.US) | 0.67% | 1.68% | 55.91% | - |
 McKesson (MCK) | 0.66% | 0% | 44.49% | 3/31/2026 |
 Booking (BKNG) | 0.65% | 0% | 25.69% | 3/31/2026 |
 Oracle (ORCL) | 0.65% | 0% | 44.09% | 10/1/2026 |
 Gilead Sciences (GILD) | 0.65% | 1.16% | 53.25% | - |
 3M (MMM) | 0.63% | 0% | 35.83% | 7/1/2026 |
 ADP (ADP) | 0.61% | 0% | 23.72% | 10/1/2024 |
 Schlumberger (SLB) | 0.6% | 0% | 41.63% | 4/3/2025 |
 Motorola (MSI) | 0.58% | 0% | 35.53% | 7/2/2025 |
 AMD (AMD) | 0.58% | 1.1% | 29.43% | - |
 Thermo Fisher (TMO) | 0.58% | 1.41% | 38.29% | - |
 Abbott (ABT.US) | 0.58% | 1.56% | 47.05% | - |
 Cintas (CTAS) | 0.53% | 0% | 34.94% | 7/1/2026 |
 Lam Research (LRCX) | 0.51% | 1.24% | 29.13% | - |
 Ecolab (ECL) | 0.49% | 0% | 26.28% | 7/1/2026 |
 Qualcomm (QCOM) | 0.48% | 0% | 27.26% | 10/1/2026 |
 Lowe's (LOW) | 0.44% | 0% | 17.42% | 7/1/2026 |
 IBM (IBM) | 0.42% | 0% | 34.35% | 10/1/2026 |
 Synopsys (SNPS) | 0.4% | 0% | 24.8% | 10/9/2025 |
 O'Reilly Auto (ORLY) | 0.39% | 0% | 26.87% | 3/31/2026 |
 Welltower (WELL.US) | 0.37% | 1.66% | 20.28% | - |
 Cadence (CDNS) | 0.35% | 0% | 23.82% | 10/1/2026 |
 United Rentals (URI) | 0.34% | 0% | 17.62% | 12/30/2025 |
 Vertex (VRTX) | 0.33% | 0.96% | 20.77% | - |
 Sherwin-Williams (SHW) | 0.33% | 0% | 17.72% | 10/1/2024 |
 Quanta Services (PWR) | 0.33% | 0% | 17.03% | 10/1/2026 |
 ConocoPhillips (COP) | 0.32% | 0% | 17.62% | 12/30/2025 |
 Micron (MU) | 0.32% | 1.24% | 20.77% | - |
 Equinix (EQIX) | 0.32% | 0% | 17.62% | 10/1/2026 |
 Emerson (EMR) | 0.32% | 0% | 17.62% | 10/1/2026 |
 Colgate (CL) | 0.3% | 0% | 17.62% | 4/3/2025 |
 Chipotle (CMG) | 0.29% | 0% | 17.91% | 4/3/2025 |
 Starbucks (SBUX) | 0.29% | 0% | 17.81% | 7/2/2025 |
 Adobe (ADBE) | 0.25% | 0% | 18.5% | 10/9/2025 |
 Pfizer (PFE) | 0.25% | 0% | 6% | 4/3/2024 |
 Crowdstrike (CRWD) | 0.24% | 0% | 18.01% | 3/31/2026 |
 DexCom (DXCM) | 0.24% | 0% | 23.72% | 10/1/2024 |
 Marriott (MAR) | 0.24% | 0% | 17.91% | 4/3/2025 |
 Paccar (PCAR) | 0.23% | 0% | 17.62% | 4/3/2025 |
 Fortinet (FTNT) | 0.23% | 0% | 17.91% | 4/3/2025 |
 Roper (ROP) | 0.22% | 0% | 17.91% | 4/3/2025 |
 Newmont (NEM) | 0.22% | 1.96% | 11.91% | - |
 Fiserv (FISV) | 0.21% | 0% | 8.96% | 10/1/2024 |
 Microchip (MCHP) | 0.18% | 0% | 14.76% | 7/2/2024 |
 NXP (NXPI) | 0.17% | 0% | 14.76% | 10/1/2026 |
 Danaher (DHR) | 0.16% | 1.26% | 12.89% | - |
 CRH (CRH.L) | 0.13% | 0% | 7.87% | 12/30/2025 |
 ITW (ITW) | 0.12% | 0% | 6% | 4/3/2024 |
 Cencora (COR) | 0.12% | 0% | 8.96% | 3/31/2026 |
 Johnson Controls (JCI) | 0.11% | 0% | 8.96% | 10/1/2024 |
 KLA (KLAC) | 0.11% | 0.89% | 11.91% | - |
 Kimberly-Clark (KMB) | 0.1% | 0% | 8.96% | 10/1/2024 |
 Supermicro (SMCI) | 0.09% | 0% | 8.76% | 7/2/2024 |
 Autodesk (ADSK) | 0.09% | 0% | 6% | 4/3/2024 |
 Valero (VLO) | 0.08% | 0% | 6% | 4/3/2024 |
 Carrier (CARR) | 0.07% | 0% | 6% | 4/3/2024 |
 CSX (CSX) | 0.07% | 2.45% | 3.15% | - |
 AppLovin (APP) | 0.07% | 0% | 8.96% | 3/31/2026 |
 Intel (INTC) | 0.05% | 0% | 8.66% | 10/1/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 9.7% | 11.33% |
| Apple (AAPL) | 6.46% | 7.69% |
| Eli Lilly (LLY) | 5.53% | 5.82% |
| Broadcom (AVGO) | 5.74% | 5.65% |
| Microsoft (MSFT) | 4.53% | 4.6% |
| Union Pacific (UNP) | 3.73% | 3.37% |
| AbbVie (ABBV) | 3.38% | 3.26% |
| Home Depot (HD) | 3.78% | 3.24% |
| Linde (LIN) | 3.02% | 2.71% |
| Lowe's (LOW) | 3% | 2.68% |
| Booking (BKNG) | 2.77% | 2.57% |
| Tesla (TSLA) | 1.79% | 2.54% |
| Merck (MRK) | 2.23% | 2.39% |
| TJX (TJX) | 2.02% | 1.97% |
| Oracle (ORCL) | 1.81% | 1.97% |
| Chevron (CVX.US) | 2.1% | 1.97% |
| Meta (META) | 1.79% | 1.94% |
| ServiceNow (NOW) | 2.17% | 1.92% |
| GE Vernova (GEV) | 2% | 1.86% |
| Procter & Gamble (PG) | 2.17% | 1.85% |
| Applied Materials (AMAT) | 2.06% | 1.82% |
| Intuitive Surgical (ISRG) | 1.57% | 1.78% |
| Alphabet (GOOGL) | 1.06% | 1.68% |
| Stryker (SYK) | 1.82% | 1.63% |
| Johnson & Johnson (JNJ) | 1.38% | 1.6% |
| Abbott (ABT.US) | 1.78% | 1.53% |
| Uber (UBER) | 1.95% | 1.52% |
| Waste Management (WM) | 1.77% | 1.5% |
| McKesson (MCK) | 1.44% | 1.47% |
| Gilead Sciences (GILD) | 1.52% | 1.45% |
| AMD (AMD) | 1.57% | 1.41% |
| Medtronic (MDT.US) | 1.48% | 1.38% |
| O'Reilly Auto (ORLY) | 1.46% | 1.31% |
| Boston Scientific (BSX.US) | 1.45% | 1.3% |
| ExxonMobil (XOM) | 1.3% | 1.29% |
| IBM (IBM) | 1.38% | 1.29% |
| Cencora (COR) | 1.4% | 1.24% |
| Crowdstrike (CRWD) | 1.33% | 1.18% |
| AppLovin (APP) | 1.23% | 1.07% |
| Coca-Cola (KO) | 0.79% | 0.74% |
Cash & Instruments Over Time
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