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Portfolio Diversification
Range
Most Diversified
45 instruments
March 17, 2026
Least Diversified
0 instruments
March 17, 2023
Average
28.7 instruments
Most Consistent Holdings
Top 5
UBER92.48%
GOOG84.87%
APP78.89%
COP76.67%
TMUS72.05%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 17, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 3.89% | 3.67% | 84.87% | - |
| AppLovin (APP) | 3.79% | 3.1% | 78.89% | - |
 Supermicro (SMCI) | 2.96% | 0% | 32.14% | 8/29/2024 |
| Uber (UBER) | 2.93% | 2.26% | 92.48% | - |
 M/I Homes (MHO) | 2.89% | 0% | 57.26% | 2/4/2025 |
 Terex (TEX) | 2.55% | 0% | 53.59% | 12/18/2024 |
 Twilio (TWLO) | 2.4% | 3.01% | 71.97% | - |
 Axcelis (ACLS) | 2.32% | 0% | 59.32% | 3/19/2025 |
 Sterling (STRL.US) | 2.26% | 5.55% | 51.71% | - |
 Alpha Metallurgical (AMR) | 2.24% | 0% | 46.07% | 9/16/2024 |
 Credo (CRDO) | 2.19% | 5.22% | 41.2% | - |
 Meta (META) | 2.15% | 1.06% | 49.06% | - |
| ConocoPhillips (COP) | 2.14% | 0% | 76.67% | 9/11/2025 |
 Argan (AGX) | 1.97% | 3.38% | 48.89% | - |
 Powell Industries (POWL) | 1.95% | 4.07% | 51.03% | - |
 Brinker Intl. (EAT) | 1.94% | 2.04% | 65.73% | - |
| T-Mobile (TMUS) | 1.89% | 0% | 72.05% | 1/16/2026 |
 Abercrombie & Fitch (ANF) | 1.82% | 0% | 46.58% | 4/4/2025 |
 ExxonMobil (XOM) | 1.72% | 0% | 56.58% | 2/3/2025 |
 SkyWest (SKYW) | 1.59% | 2.3% | 61.79% | - |
 Royal Caribbean (RCL) | 1.55% | 0% | 40.77% | 7/8/2025 |
 Okta (OKTA) | 1.54% | 0.76% | 71.11% | - |
 Arch Resources (ARCH) | 1.52% | 0% | 43.5% | 8/26/2024 |
 Marathon Petroleum (MPC) | 1.46% | 0% | 40.6% | 7/29/2024 |
 HF Sinclair (DINO) | 1.44% | 0% | 42.31% | 8/6/2024 |
 Modine (MOD) | 1.43% | 0% | 34.62% | 2/14/2025 |
 Salesforce (CRM) | 1.43% | 0% | 63.08% | 6/30/2025 |
 Valero (VLO) | 1.36% | 0% | 40.34% | 7/15/2024 |
 Berkshire Hathaway (BRK.B) | 1.3% | 0% | 55.56% | 4/20/2026 |
 Allstate (ALL) | 1.25% | 1.09% | 43.85% | - |
 Synchrony (SYF) | 1.09% | 1% | 51.62% | - |
 Sprouts (SFM) | 1.05% | 0% | 43.68% | 11/12/2025 |
 PepsiCo (PEP) | 1% | 0% | 46.5% | 7/17/2025 |
 GM (GM) | 0.99% | 0.96% | 47.09% | - |
 Suncor (SU) | 0.96% | 0% | 16.84% | 10/23/2023 |
 LendingClub (LC) | 0.9% | 0% | 34.96% | 2/2/2026 |
 Wells Fargo (WFC) | 0.82% | 0% | 28.63% | 2/3/2026 |
 PayPal (PYPL) | 0.82% | 0% | 36.58% | 3/23/2026 |
 Arcutis (ARQT) | 0.82% | 0% | 31.79% | 4/6/2026 |
 Manulife (MFC) | 0.79% | 2.69% | 49.15% | - |
 Comcast (CMCSA) | 0.77% | 0% | 33.42% | 1/2/2025 |
 ASML (ASML) | 0.75% | 3.53% | 26.15% | - |
 Zeta Global (ZETA.US) | 0.75% | 0% | 34.1% | 9/26/2025 |
 CAAP (CAAP) | 0.74% | 0.87% | 37.44% | - |
 EZCORP (EZPW) | 0.69% | 1.29% | 36.07% | - |
 Q2 (QTWO) | 0.67% | 0% | 28.89% | 11/6/2025 |
 Heritage Insurance (HRTG) | 0.64% | 1.94% | 29.74% | - |
 Nucor (NUE) | 0.62% | 0% | 10.34% | 7/24/2023 |
 Micron (MU) | 0.61% | 4.34% | 16.5% | - |
 TTM Technologies (TTMI) | 0.59% | 2.87% | 20.68% | - |
 Cardinal Health (CAH) | 0.56% | 0% | 28.63% | 2/3/2025 |
 Coupang (CPNG) | 0.54% | 0% | 25.98% | 3/23/2026 |
 Pilgrim's Pride (PPC) | 0.54% | 0% | 31.97% | 3/30/2026 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.52% | 15.41% | 3.59% | - |
 Blue Bird (BLBD) | 0.52% | 0% | 28.03% | 5/27/2025 |
 Kinross Gold (KGC) | 0.5% | 1.52% | 23.16% | - |
 Green Brick (GRBK) | 0.49% | 0% | 33.16% | 10/27/2025 |
 Coeur (CDE) | 0.47% | 1.36% | 21.71% | - |
 Ituran (ITRN) | 0.44% | 0% | 15.56% | 9/8/2025 |
 SSR Mining (SSRM) | 0.43% | 1.51% | 20% | - |
 Carnival (CCL) | 0.43% | 0% | 16.07% | 5/12/2025 |
 UnitedHealth (UNH) | 0.4% | 0% | 22.14% | 4/20/2026 |
 Celestica Inc (CLS) | 0.37% | 2.73% | 17.01% | - |
 Chevron (CVX.US) | 0.35% | 0% | 4.7% | 5/15/2023 |
 Livent Corp (LTHM) | 0.33% | 0% | 4.87% | 6/1/2023 |
 Par Pacific (PARR) | 0.33% | 2.06% | 16.67% | - |
 GigaCloud (GCT) | 0.31% | 0% | 12.82% | 9/17/2024 |
 CommScope (VISN) | 0.3% | 0% | 16.92% | 3/23/2026 |
 RGA (RGA) | 0.29% | 0% | 34.36% | 9/10/2025 |
 Amphastar (AMPH) | 0.28% | 0% | 14.19% | 3/19/2025 |
 Willdan Group (WLDN) | 0.28% | 0% | 19.32% | 4/20/2026 |
 Barrick (B) | 0.28% | 1.66% | 12.39% | - |
 Millicom (TIGO) | 0.25% | 1.38% | 12.14% | - |
 Newmont (NEM) | 0.25% | 1.13% | 11.79% | - |
 Stride (LRN) | 0.24% | 0% | 10.77% | 11/4/2025 |
 Incyte (INCY) | 0.23% | 0.75% | 17.01% | - |
 Wayfair (W.US) | 0.22% | 0% | 11.45% | 4/20/2026 |
 Duolingo (DUOL) | 0.2% | 0% | 11.45% | 3/23/2026 |
 Lumentum (LITE) | 0.17% | 2.34% | 6.67% | - |
 Dycom (DY) | 0.17% | 1.91% | 10.26% | - |
 Fabrinet (FN) | 0.15% | 1.32% | 7.78% | - |
 DXP (DXPE) | 0.13% | 0% | 7.01% | 11/25/2025 |
 Nexa Resources (NEXA) | 0.08% | 3.01% | 2.14% | - |
 MaxLinear (MXL) | 0.06% | 2.68% | 1.79% | - |
 Novo-Nordisk (NVO) | 0.05% | 0% | 4.02% | 4/20/2026 |
 Sandisk Corp/DE (SNDK) | 0% | 2.22% | 0.09% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Credo (CRDO) | 3.25% | 6.05% |
| AppLovin (APP) | 0.84% | 5.39% |
| Alphabet (GOOG) | 3.19% | 4.68% |
| Argan (AGX) | 2.66% | 4.37% |
| Sterling (STRL.US) | 2.79% | 4.25% |
| Twilio (TWLO) | 1.95% | 3.14% |
| Micron (MU) | 2.91% | 3.13% |
| Arcutis (ARQT) | 2.32% | 3.11% |
| Powell Industries (POWL) | 3.26% | 3.04% |
| LendingClub (LC) | 3.49% | 2.96% |
| ASML (ASML) | 2.32% | 2.6% |
| Wells Fargo (WFC) | 2.79% | 2.45% |
| TTM Technologies (TTMI) | 2.79% | 2.4% |
| Allstate (ALL) | 2.79% | 2.26% |
| Heritage Insurance (HRTG) | 2.32% | 2.24% |
| Celestica Inc (CLS) | 2.79% | 2.13% |
| Kinross Gold (KGC) | 2.17% | 2.12% |
| Brinker Intl. (EAT) | 1.53% | 2.08% |
| Manulife (MFC) | 2.32% | 2.07% |
| Wayfair (W.US) | 2.56% | 2% |
| Uber (UBER) | 2.37% | 2% |
| Meta (META) | 2.69% | 2% |
| CAAP (CAAP) | 1.86% | 1.97% |
| Coeur (CDE) | 2.32% | 1.87% |
| UnitedHealth (UNH) | 2.09% | 1.8% |
| CommScope (VISN) | 2.09% | 1.79% |
| Pilgrim's Pride (PPC) | 2.79% | 1.79% |
| Synchrony (SYF) | 1.39% | 1.76% |
| SkyWest (SKYW) | 1.96% | 1.75% |
| EZCORP (EZPW) | 1.86% | 1.73% |
| SSR Mining (SSRM) | 2.32% | 1.68% |
| Duolingo (DUOL) | 2.34% | 1.66% |
| Incyte (INCY) | 2.32% | 1.6% |
| Berkshire Hathaway (BRK.B) | 1.88% | 1.59% |
| Par Pacific (PARR) | 2.79% | 1.56% |
| Coupang (CPNG) | 2.32% | 1.52% |
| Willdan Group (WLDN) | 2.09% | 1.49% |
| T-Mobile (TMUS) | 1.72% | 1.37% |
| PayPal (PYPL) | 2.79% | 1.34% |
| Okta (OKTA) | 1.49% | 1.23% |
Cash & Instruments Over Time
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