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Portfolio Diversification
Range
Most Diversified
61 instruments
June 27, 2026
Least Diversified
0 instruments
May 8, 2023
Average
47.7 instruments
Most Consistent Holdings
Top 5
CSGP86.24%
MDLZ75.74%
KHC74.62%
DXCM73.11%
PDD72.95%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 8, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 3.81% | 13.39% | 51.71% | - |
| Mondelez (MDLZ) | 1.77% | 0% | 75.74% | 10/2/2026 |
 Invesco QQQ (QQQ) | 1.61% | 0% | 30.07% | 12/13/2024 |
| PDD Holdings (PDD) | 1.44% | 1.43% | 72.95% | - |
| Kraft Heinz (KHC) | 1.42% | 1.52% | 74.62% | - |
| DexCom (DXCM) | 1.42% | 1.72% | 73.11% | - |
| CoStar (CSGP) | 1.41% | 0.63% | 86.24% | - |
 IDEXX (IDXX) | 1.41% | 1.71% | 66.51% | - |
 Adobe (ADBE) | 1.31% | 1.88% | 61.34% | - |
 PepsiCo (PEP) | 1.3% | 1.72% | 62.45% | - |
 PayPal (PYPL) | 1.3% | 2.34% | 58.07% | - |
 Starbucks (SBUX) | 1.26% | 0% | 48.29% | 10/13/2026 |
 O'Reilly Auto (ORLY) | 1.24% | 2.53% | 50.36% | - |
 Old Dominion (ODFL) | 1.19% | 1.56% | 60.94% | - |
 Warner Bros Discovery (WBD) | 1.19% | 0% | 52.82% | 7/31/2026 |
 Atlassian (TEAM) | 1.19% | 0% | 68.34% | 8/27/2026 |
 MercadoLibre (MELI) | 1.18% | 1.61% | 60.22% | - |
 Fortinet (FTNT) | 1.15% | 0% | 56.96% | 9/23/2026 |
 Charter (CHTR) | 1.15% | 0.86% | 63.01% | - |
 Lululemon (LULU) | 1.15% | 1.24% | 58% | - |
 Keurig Dr Pepper (KDP) | 1.14% | 0% | 57.6% | 10/1/2026 |
 Diamondback (FANG) | 1.13% | 0% | 56.17% | 10/13/2026 |
 Xcel Energy (XEL) | 1.13% | 0% | 48.37% | 5/29/2026 |
 Baker Hughes (BKR) | 1.09% | 1.64% | 51.71% | - |
 T-Mobile (TMUS) | 1.06% | 1.21% | 55.69% | - |
 Paychex (PAYX) | 1.06% | 1.49% | 55.61% | - |
 Intel (INTC) | 1.05% | 1.53% | 45.98% | - |
 Fastenal (FAST) | 1.04% | 0% | 50.44% | 8/17/2026 |
 Comcast (CMCSA) | 1.03% | 1.72% | 51.23% | - |
 Workday (WDAY) | 0.98% | 1.79% | 54.42% | - |
 Verisk (VRSK) | 0.97% | 1.61% | 50.84% | - |
 Netflix (NFLX) | 0.95% | 1.35% | 45.27% | - |
 NXP (NXPI) | 0.95% | 1.64% | 48.05% | - |
 Broadcom (AVGO) | 0.93% | 1.6% | 42.08% | - |
 AMD (AMD) | 0.92% | 0% | 44.23% | 8/12/2026 |
 Microsoft (MSFT) | 0.92% | 0% | 41.45% | 8/27/2026 |
 Booking (BKNG) | 0.92% | 1.54% | 44.07% | - |
 Illumina (ILMN) | 0.92% | 0% | 48.61% | 4/16/2025 |
 Qualcomm (QCOM) | 0.91% | 1.93% | 50.2% | - |
 Autodesk (ADSK) | 0.9% | 1.68% | 45.66% | - |
 Meta (META) | 0.89% | 1.84% | 48.13% | - |
 Datadog (DDOG) | 0.89% | 0% | 39.62% | 9/22/2026 |
 Monster Beverage (MNST) | 0.88% | 0% | 42% | 8/13/2026 |
 CSX (CSX) | 0.86% | 0% | 40.73% | 9/22/2026 |
 Costco (COST) | 0.85% | 2.04% | 41.93% | - |
 ASML (ASML) | 0.84% | 0% | 42.16% | 4/17/2026 |
 Amgen (AMGN) | 0.84% | 0% | 35.24% | 9/22/2026 |
 Crowdstrike (CRWD) | 0.84% | 0% | 41.93% | 10/9/2026 |
 DoorDash (DASH.US) | 0.84% | 1.63% | 45.51% | - |
 NVIDIA (NVDA) | 0.84% | 0% | 37.63% | 6/30/2026 |
 Exelon (EXC) | 0.83% | 0% | 40.1% | 7/31/2026 |
 Synopsys (SNPS) | 0.82% | 1.35% | 49.09% | - |
 Regeneron (REGN) | 0.81% | 0% | 39.14% | 5/19/2026 |
 Cadence (CDNS) | 0.8% | 0% | 37.87% | 6/26/2026 |
 Moderna (MRNA) | 0.8% | 0% | 46.14% | 4/16/2025 |
 Vertex (VRTX) | 0.78% | 0% | 34.53% | 11/21/2025 |
 Trade Desk (TTD) | 0.78% | 0.47% | 52.98% | - |
 ARM (ARM) | 0.77% | 1.21% | 43.28% | - |
 Applied Materials (AMAT) | 0.76% | 1.91% | 35.48% | - |
 Zscaler (ZS) | 0.76% | 1.66% | 43.12% | - |
 Micron (MU) | 0.76% | 2.06% | 43.75% | - |
 Dollar Tree (DLTR) | 0.76% | 0% | 35% | 11/13/2024 |
 Biogen (BIIB) | 0.75% | 0% | 37.79% | 11/11/2025 |
 Paccar (PCAR) | 0.74% | 1.43% | 42.16% | - |
 Gilead Sciences (GILD) | 0.74% | 0% | 31.5% | 7/28/2026 |
 Roper (ROP) | 0.73% | 1.84% | 38.74% | - |
 KLA (KLAC) | 0.73% | 0.86% | 39.06% | - |
 Microchip (MCHP) | 0.72% | 0% | 39.54% | 6/15/2026 |
 Copart (CPRT) | 0.71% | 1.14% | 43.91% | - |
 Alphabet (GOOGL) | 0.7% | 0% | 31.82% | 9/25/2026 |
 Intuitive Surgical (ISRG) | 0.7% | 0% | 30.63% | 10/5/2026 |
 Tesla (TSLA) | 0.68% | 0% | 35.56% | 9/8/2026 |
 Marvell (MRVL) | 0.67% | 0% | 32.06% | 9/4/2026 |
 Cintas (CTAS) | 0.65% | 1.83% | 37.87% | - |
 Lam Research (LRCX) | 0.64% | 0.86% | 36.83% | - |
 Intuit (INTU) | 0.64% | 0.81% | 44.79% | - |
 ON Semiconductor (ON) | 0.63% | 0% | 35.24% | 12/8/2025 |
 Honeywell (HON) | 0.63% | 0% | 26.73% | 8/7/2026 |
 Cisco (CSCO) | 0.63% | 0% | 28.88% | 10/6/2026 |
 Cognizant (CTSH) | 0.61% | 0% | 30.07% | 8/13/2026 |
 Airbnb (ABNB) | 0.61% | 0% | 27.29% | 10/7/2026 |
 EA (EA) | 0.6% | 0% | 28.32% | 9/26/2025 |
 AEP (AEP) | 0.59% | 0% | 28.8% | 6/23/2026 |
 AppLovin (APP) | 0.59% | 1.04% | 32.06% | - |
 Axon (AXON) | 0.59% | 0.84% | 42.72% | - |
 Palantir (PLTR) | 0.59% | 0% | 34.92% | 9/23/2026 |
 Coca-Cola Europacific (CCEP) | 0.58% | 0% | 30.23% | 7/1/2026 |
 CDW (CDW) | 0.57% | 0% | 33.57% | 10/20/2025 |
 Palo Alto Networks (PANW) | 0.57% | 0% | 27.13% | 9/30/2026 |
 Ross Stores (ROST) | 0.56% | 1.74% | 29.59% | - |
 MicroStrategy (MSTR) | 0.56% | 0.78% | 47.02% | - |
 MongoDB (MDB) | 0.55% | 0% | 33.89% | 5/16/2025 |
 GlobalFoundries (GFS) | 0.55% | 0% | 25.06% | 1/5/2026 |
 Texas Instruments (TXN) | 0.54% | 0% | 25.93% | 6/2/2026 |
 Marriott (MAR) | 0.53% | 0% | 27.53% | 8/5/2026 |
 Alphabet (GOOG) | 0.52% | 0% | 35.4% | 9/25/2026 |
 Amazon (AMZN) | 0.48% | 0% | 23.71% | 6/26/2026 |
 eBay (EBAY) | 0.46% | 0% | 13.6% | 12/18/2023 |
 Thomson Reuters (TRI) | 0.46% | 1.24% | 34.69% | - |
 Sirius XM (SIRI) | 0.45% | 0% | 20.84% | 7/3/2024 |
 GE HealthCare (GEHC) | 0.44% | 0% | 21.32% | 8/13/2026 |
 Constellation Energy (CEG) | 0.41% | 1.68% | 22.28% | - |
 Apple (AAPL) | 0.4% | 0% | 19.65% | 8/6/2026 |
 Alnylam (ALNY) | 0.38% | 1.28% | 21.72% | - |
 Walgreens (WBA) | 0.37% | 0% | 14.4% | 4/16/2024 |
 Insmed (INSM) | 0.36% | 1.17% | 21.8% | - |
 JD.com (JD.US) | 0.35% | 0% | 13.92% | 12/18/2023 |
 ADP (ADP) | 0.35% | 0% | 17.1% | 10/6/2026 |
 Lucid (LCID) | 0.32% | 0% | 13.44% | 12/18/2023 |
 Analog Devices (ADI.US) | 0.32% | 0% | 14.4% | 5/26/2026 |
 ANSYS (ANSS) | 0.32% | 0% | 16.31% | 6/9/2025 |
 Enphase (ENPH) | 0.31% | 0% | 15.27% | 12/18/2023 |
 Align (ALGN) | 0.31% | 0% | 10.66% | 12/18/2023 |
 AstraZeneca (AZN) | 0.31% | 0% | 14.16% | 11/7/2025 |
 Linde (LIN) | 0.28% | 0% | 13.84% | 10/2/2026 |
 Walmart (WMT) | 0.24% | 1.99% | 12.33% | - |
 Shopify (SHOP) | 0.23% | 0% | 12.65% | 9/9/2026 |
 Philips (PHIA.NV) | 0.23% | 0% | 0.32% | 5/12/2023 |
 Supermicro (SMCI) | 0.22% | 0% | 14.88% | 2/19/2025 |
 McDonald's (MCD) | 0.18% | 0% | 5.89% | 10/11/2023 |
 Fiserv (FISV) | 0.15% | 0% | 5.73% | 10/11/2023 |
 Rivian (RIVN) | 0.12% | 0% | 3.34% | 10/10/2023 |
 Zoom (ZM) | 0.12% | 0% | 4.69% | 12/14/2023 |
 Sandisk Corp/DE (SNDK) | 0.12% | 1.02% | 9.63% | - |
 Western Digital (WDC) | 0.11% | 0.8% | 10.1% | - |
 Teradyne (TER) | 0.11% | 1.69% | 8.67% | - |
 Rocket Lab (RKLB) | 0.09% | 0.82% | 8.43% | - |
 KPN (KPN.NV) | 0.08% | 0% | 0.32% | 5/12/2023 |
 Seagate (STX.US) | 0.08% | 1.47% | 4.46% | - |
 Nebius Group NV (NBIS) | 0.06% | 1.36% | 4.69% | - |
 Lumentum (LITE) | 0.06% | 1.81% | 3.02% | - |
 CoreWeave Inc (CRWV) | 0.06% | 0% | 3.34% | 10/19/2026 |
 Honeywell Aerospace Inc (HONA) | 0.04% | 0% | 2.07% | 10/16/2026 |
 Space Exploration Technologies Corp (SPCX) | 0.03% | 0% | 1.75% | 9/30/2026 |
 UnitedHealth (UNH) | 0.03% | 0% | 0.95% | 9/7/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.03% | 0% | 8.35% | 3/4/2024 |
 Monolithic Power (MPWR) | 0.02% | 0% | 1.19% | 9/25/2026 |
 Visa (V) | 0.02% | 0% | 0.72% | 6/16/2023 |
 Home Depot (HD) | 0.02% | 0% | 0.32% | 5/23/2023 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.02% | 0.73% | 2.31% | - |
 Seagen Inc (SGEN) | 0.01% | 0% | 0.4% | 12/18/2023 |
 Astera Labs Inc (ALAB) | 0.01% | 0% | 0.72% | 8/6/2026 |
 Goldman Sachs (GS) | 0.01% | 0% | 0.32% | 6/5/2023 |
 Arcadis (ARCAD.NV) | 0.01% | 0% | 0.08% | 5/17/2023 |
 PostNL (PNL.NV) | 0.01% | 0% | 0.08% | 5/17/2023 |
 Wolters Kluwer (WKL.NV) | 0.01% | 0% | 0.08% | 5/17/2023 |
 NN Group (NN.NV) | 0.01% | 0% | 0.08% | 5/17/2023 |
 SBM Offshore (SBMO.NV) | 0.01% | 0% | 0.08% | 5/17/2023 |
 TKH Group (TWEKA.NV) | 0.01% | 0% | 0.08% | 5/17/2023 |
 Galapagos (LKFT.NV) | 0.01% | 0% | 0.08% | 5/17/2023 |
 Signify (LIGHT.NV) | 0.01% | 0% | 0.08% | 5/17/2023 |
 eToro Group LTD (ETOR) | 0.01% | 0.15% | 9.79% | - |
 Take-Two (TTWO) | 0% | 0% | 0.16% | 5/14/2025 |
 ASML (ASML.NV) | 0% | 0% | 0.08% | 12/19/2023 |
 Bayer (BAYN.DE) | 0% | 0% | 0.24% | 11/21/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 4.51% | 5.26% |
| Alphabet (GOOGL) | 2.19% | 2.44% |
| Crowdstrike (CRWD) | 2.13% | 2.32% |
| PDD Holdings (PDD) | 2.13% | 2.29% |
| Intel (INTC) | 2.13% | 2.27% |
| GlobalFoundries (GFS) | 2.13% | 2.26% |
| Broadcom (AVGO) | 2% | 2.2% |
| PayPal (PYPL) | 2.06% | 2.18% |
| Booking (BKNG) | 1.93% | 2.16% |
| Roper (ROP) | 2% | 2.14% |
| NVIDIA (NVDA) | 1.93% | 2.14% |
| Texas Instruments (TXN) | 2% | 2.11% |
| Marvell (MRVL) | 2% | 2.1% |
| Comcast (CMCSA) | 1.93% | 2.1% |
| Autodesk (ADSK) | 1.93% | 2.1% |
| DoorDash (DASH.US) | 1.93% | 2.06% |
| Qualcomm (QCOM) | 1.87% | 2.01% |
| Kraft Heinz (KHC) | 1.93% | 2% |
| Netflix (NFLX) | 2.06% | 2% |
| Workday (WDAY) | 1.93% | 1.97% |
| Verisk (VRSK) | 1.87% | 1.95% |
| Cadence (CDNS) | 1.93% | 1.94% |
| DexCom (DXCM) | 2% | 1.93% |
| Coca-Cola Europacific (CCEP) | 1.74% | 1.93% |
| Palantir (PLTR) | 1.74% | 1.87% |
| Ross Stores (ROST) | 1.61% | 1.84% |
| Costco (COST) | 1.8% | 1.84% |
| Keurig Dr Pepper (KDP) | 1.87% | 1.84% |
| MercadoLibre (MELI) | 1.93% | 1.8% |
| Seagate (STX.US) | 1.61% | 1.76% |
| Honeywell (HON) | 1.55% | 1.76% |
| Charter (CHTR) | 2% | 1.75% |
| Meta (META) | 1.8% | 1.74% |
| Fastenal (FAST) | 1.8% | 1.7% |
| Atlassian (TEAM) | 1.67% | 1.68% |
| Intuit (INTU) | 1.67% | 1.68% |
| Zscaler (ZS) | 2.06% | 1.67% |
| Copart (CPRT) | 1.8% | 1.66% |
| Mondelez (MDLZ) | 1.67% | 1.65% |
| T-Mobile (TMUS) | 1.8% | 1.63% |
| Cintas (CTAS) | 1.67% | 1.61% |
| Fortinet (FTNT) | 1.67% | 1.58% |
| Paychex (PAYX) | 1.67% | 1.54% |
| Thomson Reuters (TRI) | 1.79% | 1.48% |
| Trade Desk (TTD) | 1.87% | 1.47% |
| Baker Hughes (BKR) | 1.29% | 1.45% |
| Synopsys (SNPS) | 1.67% | 1.44% |
| ARM (ARM) | 1.93% | 1.38% |
| CoStar (CSGP) | 1.67% | 1.33% |
| Exelon (EXC) | 1.16% | 1.32% |
| Starbucks (SBUX) | 1.16% | 1.26% |
| Axon (AXON) | 1.67% | 1.25% |
| MicroStrategy (MSTR) | 1.8% | 0.8% |
Cash & Instruments Over Time
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