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Portfolio Diversification
Range
Most Diversified
13 instruments
October 8, 2026
Least Diversified
0 instruments
April 4, 2026
Average
11.2 instruments
Most Consistent Holdings
Top 5
AXP99.57%
JPM99.57%
BRK.B99.57%
MKL99.57%
SBER.MOEX99.57%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 20.27% | 14.2% | 99.57% | - |
| American Express (AXP) | 12.64% | 11.68% | 99.57% | - |
 Wells Fargo (WFC) | 11.95% | 0% | 96.49% | 9/24/2026 |
| JPMorgan (JPM) | 10.84% | 2.89% | 99.57% | - |
 Bank of America (BAC) | 7.57% | 0% | 96.49% | 9/24/2026 |
| Markel (MKL) | 7.41% | 1.52% | 99.57% | - |
 Samsung (SMSN.L) | 6.21% | 0% | 94.7% | 8/28/2026 |
 Lockheed Martin (LMT) | 6.05% | 0% | 96.49% | 9/24/2026 |
 Anheuser-Busch (BUD) | 4.63% | 0% | 81.94% | 2/27/2026 |
 Disney (DIS) | 3.67% | 0% | 81.94% | 2/27/2026 |
 Alphabet (GOOG) | 3.16% | 10.78% | 41.22% | - |
 S&P Global (SPGI) | 1.55% | 11.05% | 17.63% | - |
 Booking (BKNG) | 0.33% | 11.21% | 3.08% | - |
 Fiserv (FISV) | 0.32% | 12.46% | 3.08% | - |
 Kaspi.kz (KSPI) | 0.25% | 9.13% | 3.08% | - |
 FICO (FICO) | 0.11% | 4.85% | 2.15% | - |
 Asbury (ABG) | 0.11% | 5.75% | 2.15% | - |
 Netflix (NFLX) | 0.1% | 4.45% | 2.15% | - |
 Mobility Global Inc -W (MBGL) | 0.02% | 0% | 4.01% | 8/28/2026 |
| Sberbank Moscow (SBER.MOEX) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 16.49% | 18.15% |
| American Express (AXP) | 8.25% | 14.29% |
| Wells Fargo (WFC) | 8.25% | 13.89% |
| JPMorgan (JPM) | 8.25% | 12.14% |
| Bank of America (BAC) | 8.25% | 7.96% |
| Markel (MKL) | 8.25% | 7.36% |
| Alphabet (GOOG) | 7.68% | 7.05% |
| Samsung (SMSN.L) | 8.25% | 6.13% |
| Lockheed Martin (LMT) | 8.25% | 4.62% |
| Anheuser-Busch (BUD) | 8.25% | 4.16% |
| Disney (DIS) | 8.25% | 3.55% |
| Sberbank Moscow (SBER.MOEX) | 0% | 0% |
Cash & Instruments Over Time
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