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Portfolio Diversification
Range
Most Diversified
110 instruments
October 6, 2026
Least Diversified
0 instruments
April 4, 2026
Average
71.8 instruments
Most Consistent Holdings
Top 5
AAPL99.31%
GOOG99.31%
META99.31%
AMZN99.31%
CVX.US99.31%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 4.86% | 2.49% | 99.31% | - |
| Alphabet (GOOG) | 3.58% | 1.72% | 99.31% | - |
 Realty Income (O) | 2.79% | 0.82% | 99.31% | - |
 Wells Fargo (WFC) | 2.59% | 1.3% | 99.31% | - |
 Mercedes-Benz (MBG.DE) | 2.51% | 0.95% | 99.31% | - |
 Kroger (KR) | 2.44% | 2.68% | 99.31% | - |
 BMW (BMW.DE) | 2.18% | 0.79% | 99.31% | - |
 Tesla (TSLA) | 2.13% | 0.8% | 99.31% | - |
| Apple (AAPL) | 2.08% | 2.07% | 99.31% | - |
 Adidas (ADS.DE) | 2% | 0.46% | 99.31% | - |
 AT&T (T.US) | 1.97% | 0.74% | 99.31% | - |
 Eli Lilly (LLY) | 1.91% | 0.83% | 99.31% | - |
 Microsoft (MSFT) | 1.86% | 2.09% | 73.07% | - |
 ExxonMobil (XOM) | 1.76% | 0.79% | 99.31% | - |
| Amazon (AMZN) | 1.74% | 1.13% | 99.31% | - |
 Altria (MO) | 1.55% | 1.12% | 99.31% | - |
 JPMorgan (JPM) | 1.53% | 1.04% | 99.31% | - |
| Chevron (CVX.US) | 1.49% | 0.62% | 99.31% | - |
 Waste Management (WM) | 1.44% | 0.83% | 99.31% | - |
 Constellation Brands (STZ) | 1.42% | 0.99% | 99.31% | - |
 Renault (RNO.PA) | 1.39% | 0.67% | 99.31% | - |
 Alibaba (BABA) | 1.37% | 1.15% | 99.31% | - |
 Oracle (ORCL) | 1.36% | 2.19% | 73.07% | - |
 Kimberly-Clark (KMB) | 1.34% | 1.38% | 99.31% | - |
 Accenture (ACN) | 1.3% | 0.97% | 99.31% | - |
 Visa (V) | 1.28% | 1.2% | 99.31% | - |
 Continental (CON.DE) | 1.26% | 0.47% | 99.31% | - |
 Lockheed Martin (LMT) | 1.23% | 0.58% | 98.82% | - |
 Medtronic (MDT.US) | 1.2% | 0.45% | 98.73% | - |
 Merck (MRK) | 1.19% | 0.9% | 99.02% | - |
 HP (HPQ) | 1.17% | 0.88% | 99.31% | - |
 BlackRock (BLK) | 1.14% | 0.84% | 99.31% | - |
 General Mills (GIS) | 1.13% | 1.01% | 99.31% | - |
 Adobe (ADBE) | 1.11% | 0.18% | 99.31% | - |
 Travelers (TRV) | 1.11% | 0.5% | 99.31% | - |
 PNC (PNC) | 1.1% | 0.72% | 99.22% | - |
 FedEx (FDX) | 1.04% | 0.93% | 99.31% | - |
 Comcast (CMCSA) | 1.01% | 0.67% | 99.31% | - |
 Home Depot (HD) | 0.98% | 2.33% | 46.72% | - |
 Xiaomi (1810.HK) | 0.96% | 1.1% | 71.99% | - |
 UnitedHealth (UNH) | 0.95% | 2.06% | 46.72% | - |
 Procter & Gamble (PG) | 0.94% | 0.52% | 99.31% | - |
 Mondelez (MDLZ) | 0.93% | 0.68% | 99.31% | - |
 Amgen (AMGN) | 0.93% | 0.37% | 99.31% | - |
 McDonald's (MCD) | 0.93% | 0.61% | 99.12% | - |
 PepsiCo (PEP) | 0.91% | 0.84% | 99.31% | - |
 Coca-Cola (KO) | 0.88% | 0.36% | 99.31% | - |
 Nucor (NUE) | 0.85% | 1.17% | 73.07% | - |
 AMD (AMD) | 0.85% | 1.3% | 72.28% | - |
 Dominion Energy (D) | 0.84% | 0.28% | 99.31% | - |
 Southwest (LUV) | 0.83% | 1.07% | 99.31% | - |
 NextEra (NEE) | 0.82% | 0.48% | 99.12% | - |
 US Bancorp (USB) | 0.82% | 0.3% | 99.31% | - |
 CVS Health (CVS) | 0.8% | 0.36% | 99.31% | - |
 Volkswagen (VOW3.DE) | 0.8% | 0.59% | 99.31% | - |
 Sysco (SYY) | 0.79% | 0.67% | 99.31% | - |
 Nike (NKE) | 0.78% | 0.7% | 95.1% | - |
 Deere (DE) | 0.61% | 1.18% | 72.87% | - |
 Starbucks (SBUX) | 0.56% | 1.44% | 29.68% | - |
 Genuine Parts (GPC) | 0.56% | 1.13% | 73.07% | - |
 Netflix (NFLX) | 0.55% | 1.21% | 30.17% | - |
 Public Storage (PSA) | 0.54% | 1.29% | 30.95% | - |
 Danaher (DHR) | 0.48% | 1.33% | 46.72% | - |
 UPS (UPS) | 0.45% | 0.96% | 39.47% | - |
 HDFC (HDB) | 0.44% | 1% | 30.17% | - |
 Delta (DAL) | 0.42% | 1.04% | 46.72% | - |
 Mastercard (MA) | 0.41% | 0.92% | 45.05% | - |
 Clorox (CLX) | 0.4% | 0.37% | 46.72% | - |
 Hormel (HRL) | 0.39% | 0.83% | 46.72% | - |
 Charter (CHTR) | 0.39% | 0.41% | 42.61% | - |
 Inditex (ITX.MC) | 0.37% | 0.5% | 45.84% | - |
 Monster Beverage (MNST) | 0.36% | 1.54% | 45.15% | - |
 J.B.Hunt (JBHT) | 0.36% | 0.62% | 38.98% | - |
 Philip Morris (PM) | 0.35% | 0.85% | 33.69% | - |
 Walgreens (WBA) | 0.35% | 0% | 54.16% | 7/9/2025 |
 Johnson & Johnson (JNJ) | 0.35% | 0.51% | 46.72% | - |
 Centrus (LEU) | 0.34% | 0.67% | 27.52% | - |
 American Airlines (AAL) | 0.34% | 0.78% | 45.05% | - |
 Honeywell (HON) | 0.33% | 0.44% | 30.95% | - |
 ADP (ADP) | 0.33% | 0.99% | 33.69% | - |
 Colgate (CL) | 0.33% | 0.75% | 33.2% | - |
 Walmart (WMT) | 0.31% | 1.89% | 46.72% | - |
 Infosys (INFY) | 0.3% | 0.77% | 30.07% | - |
 Sherwin-Williams (SHW) | 0.3% | 0.39% | 43.1% | - |
 Stellantis (STLAM.MI) | 0.29% | 0.37% | 38.88% | - |
 SAP (SAP.DE) | 0.28% | 1.2% | 24.68% | - |
 Stryker (SYK) | 0.27% | 2.16% | 13.12% | - |
 Costco (COST) | 0.27% | 0.39% | 43.58% | - |
 Moody's (MCO) | 0.26% | 1.05% | 21.94% | - |
 Phillips 66 (PSX) | 0.26% | 0.58% | 46.72% | - |
 United Airlines (UAL) | 0.24% | 0.45% | 45.05% | - |
 Sony (SONY) | 0.24% | 1.51% | 16.06% | - |
 Roper (ROP) | 0.21% | 1.29% | 15.87% | - |
 NVIDIA (NVDA) | 0.2% | 1% | 18.71% | - |
 Wipro (WIT) | 0.2% | 0.5% | 30.07% | - |
 Booking (BKNG) | 0.19% | 1.24% | 13.12% | - |
 Valeo (FR.PA) | 0.19% | 0.48% | 30.95% | - |
 3M (MMM) | 0.18% | 1.36% | 13.22% | - |
 Harley-Davidson (HOG) | 0.18% | 0.23% | 46.43% | - |
 Boeing (BA) | 0.17% | 1.1% | 13.12% | - |
 AbbVie (ABBV) | 0.15% | 0.13% | 65.82% | - |
 PayPal (PYPL) | 0.14% | 0% | 14.99% | 7/15/2026 |
 Western Digital (WDC) | 0.1% | 0.73% | 10.09% | - |
 Caterpillar (CAT) | 0.09% | 1.07% | 7.44% | - |
 TSMC (TSM) | 0.09% | 0.92% | 9.11% | - |
 Aumovio SE (AMV0.DE) | 0.08% | 0.13% | 37.81% | - |
 Domino's (DPZ) | 0.08% | 0.4% | 17.34% | - |
 Intel (INTC) | 0.05% | 0.62% | 7.44% | - |
 Honeywell Aerospace Inc (HONA) | 0.04% | 0.34% | 10.68% | - |
 AstraZeneca (AZN) | 0.03% | 0.82% | 4.02% | - |
 FEDEX FREIGHT HOLDING CO (FDXF) | 0.01% | 0.06% | 13.12% | - |
 Southern Co (SO) | 0.01% | 0.42% | 1.47% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 2.03% | 3.84% |
| Alphabet (GOOG) | 1.59% | 3% |
| UnitedHealth (UNH) | 2.92% | 2.65% |
| Home Depot (HD) | 3.1% | 2.58% |
| HDFC (HDB) | 2.65% | 2.38% |
| Starbucks (SBUX) | 2.65% | 2.35% |
| Netflix (NFLX) | 2.65% | 2.22% |
| General Mills (GIS) | 2.74% | 2.18% |
| Mercedes-Benz (MBG.DE) | 2.48% | 2.16% |
| Public Storage (PSA) | 2.63% | 2.15% |
| Kimberly-Clark (KMB) | 2.65% | 2.05% |
| Apple (AAPL) | 1.42% | 2.02% |
| Constellation Brands (STZ) | 2.65% | 1.98% |
| BMW (BMW.DE) | 2.12% | 1.94% |
| Wells Fargo (WFC) | 1.06% | 1.9% |
| Tesla (TSLA) | 0.53% | 1.85% |
| Microsoft (MSFT) | 1.77% | 1.73% |
| Realty Income (O) | 1.92% | 1.59% |
| Honeywell (HON) | 1.77% | 1.56% |
| Infosys (INFY) | 1.77% | 1.54% |
| Waste Management (WM) | 1.59% | 1.54% |
| Accenture (ACN) | 1.68% | 1.51% |
| AT&T (T.US) | 1.52% | 1.5% |
| Nucor (NUE) | 1.33% | 1.41% |
| Eli Lilly (LLY) | 0.53% | 1.36% |
| PNC (PNC) | 1.27% | 1.32% |
| Kroger (KR) | 1.06% | 1.28% |
| Philip Morris (PM) | 1.33% | 1.28% |
| Merck (MRK) | 1.24% | 1.25% |
| Colgate (CL) | 1.33% | 1.2% |
| ADP (ADP) | 1.33% | 1.15% |
| UPS (UPS) | 1.06% | 1.07% |
| JPMorgan (JPM) | 0.53% | 1.07% |
| Amazon (AMZN) | 0.53% | 1.04% |
| J.B.Hunt (JBHT) | 0.88% | 1.03% |
| ExxonMobil (XOM) | 1.06% | 1.01% |
| Alibaba (BABA) | 0.88% | 0.99% |
| Wipro (WIT) | 1.15% | 0.98% |
| AMD (AMD) | 0.88% | 0.98% |
| Inditex (ITX.MC) | 0.88% | 0.98% |
| Lockheed Martin (LMT) | 1.06% | 0.97% |
| NextEra (NEE) | 0.88% | 0.94% |
| Adidas (ADS.DE) | 0.97% | 0.94% |
| Stellantis (STLAM.MI) | 0.88% | 0.92% |
| Procter & Gamble (PG) | 1.11% | 0.9% |
| Danaher (DHR) | 0.88% | 0.89% |
| Oracle (ORCL) | 0.88% | 0.89% |
| Medtronic (MDT.US) | 0.88% | 0.88% |
| Continental (CON.DE) | 0.88% | 0.88% |
| Altria (MO) | 0.75% | 0.84% |
| Clorox (CLX) | 1.15% | 0.82% |
| Comcast (CMCSA) | 1.15% | 0.81% |
| Valeo (FR.PA) | 0.88% | 0.8% |
| Chevron (CVX.US) | 1.06% | 0.8% |
| Johnson & Johnson (JNJ) | 0.66% | 0.79% |
| Mastercard (MA) | 0.88% | 0.77% |
| Charter (CHTR) | 1.11% | 0.76% |
| Renault (RNO.PA) | 0.88% | 0.75% |
| Sherwin-Williams (SHW) | 0.88% | 0.73% |
| HP (HPQ) | 0.97% | 0.73% |
| Travelers (TRV) | 0.53% | 0.72% |
| Visa (V) | 0.53% | 0.7% |
| BlackRock (BLK) | 0.53% | 0.66% |
| Costco (COST) | 0.8% | 0.63% |
| FedEx (FDX) | 0.44% | 0.62% |
| Xiaomi (1810.HK) | 0.44% | 0.6% |
| Monster Beverage (MNST) | 0.53% | 0.59% |
| CVS Health (CVS) | 0.71% | 0.59% |
| Delta (DAL) | 0.44% | 0.55% |
| Amgen (AMGN) | 0.53% | 0.55% |
| Southwest (LUV) | 0.53% | 0.53% |
| US Bancorp (USB) | 0.53% | 0.53% |
| McDonald's (MCD) | 0.53% | 0.52% |
| Coca-Cola (KO) | 0.53% | 0.51% |
| Dominion Energy (D) | 0.44% | 0.49% |
| Phillips 66 (PSX) | 0.53% | 0.49% |
| Nike (NKE) | 0.85% | 0.49% |
| Adobe (ADBE) | 0.53% | 0.47% |
| United Airlines (UAL) | 0.44% | 0.46% |
| American Airlines (AAL) | 0.44% | 0.45% |
| Walmart (WMT) | 0.44% | 0.44% |
| Deere (DE) | 0.44% | 0.43% |
| Hormel (HRL) | 0.62% | 0.41% |
| Mondelez (MDLZ) | 0.53% | 0.38% |
| Sysco (SYY) | 0.44% | 0.37% |
| Volkswagen (VOW3.DE) | 0.53% | 0.36% |
| PepsiCo (PEP) | 0.53% | 0.36% |
| Genuine Parts (GPC) | 0.44% | 0.33% |
| Harley-Davidson (HOG) | 0.44% | 0.33% |
| Aumovio SE (AMV0.DE) | 0% | 0.3% |
| AbbVie (ABBV) | 0.18% | 0.2% |
Cash & Instruments Over Time
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