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Portfolio Diversification
Range
Most Diversified
54 instruments
January 7, 2025
Least Diversified
0 instruments
May 8, 2023
Average
45.9 instruments
Most Consistent Holdings
Top 5
CSGP83.42%
MDLZ81.79%
DXCM73.96%
KHC69.07%
PDD66.43%
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) | 2.23% | 6.1% | 39.27% | - |
 Invesco QQQ (QQQ) | 2.05% | 0% | 38.45% | 12/13/2024 |
| Mondelez (MDLZ) | 1.97% | 1.81% | 81.79% | - |
| CoStar (CSGP) | 1.6% | 1.28% | 83.42% | - |
 Starbucks (SBUX) | 1.57% | 0% | 60.12% | 1/6/2026 |
 Warner Bros Discovery (WBD) | 1.49% | 0% | 65.21% | 11/13/2025 |
| DexCom (DXCM) | 1.41% | 2.1% | 73.96% | - |
 Xcel Energy (XEL) | 1.4% | 0% | 60.12% | 9/24/2025 |
 O'Reilly Auto (ORLY) | 1.39% | 0% | 55.95% | 11/11/2025 |
 IDEXX (IDXX) | 1.39% | 0% | 62.56% | 11/3/2025 |
| PDD Holdings (PDD) | 1.37% | 2% | 66.43% | - |
 PepsiCo (PEP) | 1.33% | 0% | 61.55% | 12/10/2025 |
| Kraft Heinz (KHC) | 1.32% | 1.92% | 69.07% | - |
 Atlassian (TEAM) | 1.31% | 1.25% | 66.02% | - |
 Fortinet (FTNT) | 1.28% | 1.54% | 61.75% | - |
 Diamondback (FANG) | 1.25% | 0% | 62.26% | 1/13/2026 |
 Old Dominion (ODFL) | 1.24% | 0% | 62.67% | 12/22/2025 |
 Intel (INTC) | 1.24% | 0% | 53.51% | 1/2/2026 |
 Illumina (ILMN) | 1.17% | 0% | 62.16% | 4/16/2025 |
 AMD (AMD) | 1.15% | 0% | 55.24% | 1/13/2026 |
 Adobe (ADBE) | 1.15% | 2.27% | 51.58% | - |
 PayPal (PYPL) | 1.15% | 2.11% | 47.41% | - |
 Keurig Dr Pepper (KDP) | 1.14% | 1.88% | 57.58% | - |
 Monster Beverage (MNST) | 1.1% | 0% | 52.49% | 9/29/2025 |
 Charter (CHTR) | 1.09% | 1.59% | 53.71% | - |
 CSX (CSX) | 1.08% | 0% | 51.17% | 1/13/2026 |
 ASML (ASML) | 1.08% | 0% | 53.81% | 12/18/2025 |
 MercadoLibre (MELI) | 1.07% | 1.87% | 50.15% | - |
 NXP (NXPI) | 1.07% | 0% | 52.09% | 1/9/2026 |
 Fastenal (FAST) | 1.06% | 1.85% | 51.27% | - |
 Baker Hughes (BKR) | 1.04% | 0% | 47% | 1/13/2026 |
 Amgen (AMGN) | 1.04% | 0% | 43.34% | 12/22/2025 |
 Moderna (MRNA) | 1.02% | 0% | 59% | 4/16/2025 |
 Lululemon (LULU) | 1% | 0% | 48.42% | 11/19/2025 |
 Vertex (VRTX) | 1% | 0% | 44.15% | 11/21/2025 |
 Regeneron (REGN) | 0.99% | 2.15% | 47.91% | - |
 Datadog (DDOG) | 0.98% | 2.22% | 43.54% | - |
 Dollar Tree (DLTR) | 0.97% | 0% | 44.76% | 11/13/2024 |
 Paychex (PAYX) | 0.97% | 1.52% | 44.25% | - |
 Biogen (BIIB) | 0.95% | 0% | 48.32% | 11/11/2025 |
 NVIDIA (NVDA) | 0.95% | 2.1% | 42.93% | - |
 Applied Materials (AMAT) | 0.94% | 0% | 43.64% | 11/19/2025 |
 T-Mobile (TMUS) | 0.94% | 1.51% | 44.35% | - |
 Gilead Sciences (GILD) | 0.93% | 0% | 39.17% | 1/6/2026 |
 Comcast (CMCSA) | 0.93% | 2.03% | 45.98% | - |
 Qualcomm (QCOM) | 0.92% | 1.86% | 50.25% | - |
 Exelon (EXC) | 0.91% | 0% | 44.56% | 1/2/2026 |
 Intuitive Surgical (ISRG) | 0.87% | 0% | 37.95% | 11/7/2025 |
 Workday (WDAY) | 0.87% | 1.73% | 42.73% | - |
 Micron (MU) | 0.86% | 0% | 50.36% | 12/15/2025 |
 Tesla (TSLA) | 0.84% | 0% | 42.62% | 1/7/2026 |
 Crowdstrike (CRWD) | 0.82% | 2.26% | 41.61% | - |
 Paccar (PCAR) | 0.82% | 0% | 45.47% | 9/26/2025 |
 Cadence (CDNS) | 0.82% | 1.96% | 37.64% | - |
 ON Semiconductor (ON) | 0.81% | 0% | 45.07% | 12/8/2025 |
 Verisk (VRSK) | 0.8% | 1.96% | 38.25% | - |
 KLA (KLAC) | 0.8% | 0% | 38.05% | 10/15/2025 |
 Broadcom (AVGO) | 0.79% | 2.18% | 32.96% | - |
 Microsoft (MSFT) | 0.79% | 0% | 34.18% | 1/7/2026 |
 Costco (COST) | 0.78% | 2.18% | 38.25% | - |
 Trade Desk (TTD) | 0.78% | 1.35% | 41% | - |
 EA (EA) | 0.77% | 0% | 36.22% | 9/26/2025 |
 Microchip (MCHP) | 0.75% | 0% | 43.03% | 12/4/2025 |
 Netflix (NFLX) | 0.74% | 1.82% | 31.33% | - |
 CDW (CDW) | 0.73% | 0% | 42.93% | 10/20/2025 |
 Alphabet (GOOGL) | 0.72% | 0% | 32.86% | 1/7/2026 |
 Marvell (MRVL) | 0.72% | 2.09% | 33.98% | - |
 MongoDB (MDB) | 0.71% | 0% | 43.34% | 5/16/2025 |
 GlobalFoundries (GFS) | 0.71% | 0% | 32.04% | 1/5/2026 |
 Honeywell (HON) | 0.71% | 0% | 28.99% | 1/2/2026 |
 Autodesk (ADSK) | 0.71% | 1.85% | 31.54% | - |
 Meta (META) | 0.69% | 1.64% | 34.99% | - |
 Booking (BKNG) | 0.68% | 2.08% | 29.5% | - |
 Airbnb (ABNB) | 0.68% | 0% | 30.21% | 12/15/2025 |
 Texas Instruments (TXN) | 0.68% | 0% | 32.76% | 1/8/2026 |
 Synopsys (SNPS) | 0.68% | 1.6% | 36.01% | - |
 Lam Research (LRCX) | 0.65% | 0% | 33.37% | 1/15/2026 |
 Zscaler (ZS) | 0.65% | 1.57% | 28.79% | - |
 Palo Alto Networks (PANW) | 0.64% | 0% | 29.6% | 1/6/2026 |
 AEP (AEP) | 0.63% | 0% | 31.43% | 12/15/2025 |
 Cisco (CSCO) | 0.63% | 0% | 29.3% | 10/28/2025 |
 Marriott (MAR) | 0.62% | 0% | 31.74% | 12/12/2025 |
 DoorDash (DASH.US) | 0.62% | 1.89% | 31.33% | - |
 ARM (ARM) | 0.62% | 1.39% | 32.96% | - |
 eBay (EBAY) | 0.59% | 0% | 17.4% | 12/18/2023 |
 Ross Stores (ROST) | 0.58% | 0% | 28.28% | 1/2/2026 |
 Cognizant (CTSH) | 0.57% | 0% | 27.77% | 9/24/2025 |
 Sirius XM (SIRI) | 0.57% | 0% | 26.65% | 7/3/2024 |
 Intuit (INTU) | 0.57% | 1.37% | 30.72% | - |
 Copart (CPRT) | 0.53% | 1.77% | 29.3% | - |
 MicroStrategy (MSTR) | 0.52% | 0.85% | 33.27% | - |
 GE HealthCare (GEHC) | 0.52% | 2.28% | 25.23% | - |
 Alphabet (GOOG) | 0.52% | 0% | 38.35% | 1/7/2026 |
 Coca-Cola Europacific (CCEP) | 0.5% | 1.94% | 25.84% | - |
 Walgreens (WBA) | 0.48% | 0% | 18.41% | 4/16/2024 |
 Apple (AAPL) | 0.48% | 2.2% | 23.19% | - |
 Axon (AXON) | 0.47% | 1.4% | 27.77% | - |
 Roper (ROP) | 0.46% | 1.99% | 22.69% | - |
 JD.com (JD.US) | 0.45% | 0% | 17.8% | 12/18/2023 |
 Amazon (AMZN) | 0.44% | 2.25% | 21.87% | - |
 AppLovin (APP) | 0.44% | 0% | 21.87% | 1/7/2026 |
 Lucid (LCID) | 0.42% | 0% | 17.19% | 12/18/2023 |
 ANSYS (ANSS) | 0.41% | 0% | 20.85% | 6/9/2025 |
 Analog Devices (ADI.US) | 0.4% | 0% | 17.9% | 10/3/2025 |
 Enphase (ENPH) | 0.4% | 0% | 19.53% | 12/18/2023 |
 Align (ALGN) | 0.39% | 0% | 13.63% | 12/18/2023 |
 Cintas (CTAS) | 0.39% | 1.7% | 21.87% | - |
 AstraZeneca (AZN) | 0.39% | 0% | 18.11% | 11/7/2025 |
 ADP (ADP) | 0.37% | 0% | 18.01% | 12/22/2025 |
 Palantir (PLTR) | 0.36% | 1.81% | 20.75% | - |
 Linde (LIN) | 0.32% | 0% | 15.77% | 5/27/2025 |
 Thomson Reuters (TRI) | 0.31% | 1.38% | 17.9% | - |
 Philips (PHIA.NV) | 0.29% | 0% | 0.41% | 5/12/2023 |
 Supermicro (SMCI) | 0.28% | 0% | 19.02% | 2/19/2025 |
 McDonald's (MCD) | 0.23% | 0% | 7.53% | 10/11/2023 |
 Fiserv (FISV) | 0.2% | 0% | 7.32% | 10/11/2023 |
 Shopify (SHOP) | 0.16% | 0% | 8.44% | 1/12/2026 |
 Rivian (RIVN) | 0.16% | 0% | 4.27% | 10/10/2023 |
 Zoom (ZM) | 0.16% | 0% | 6% | 12/14/2023 |
 KPN (KPN.NV) | 0.1% | 0% | 0.41% | 5/12/2023 |
 UnitedHealth (UNH) | 0.04% | 0% | 1.22% | 9/7/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.04% | 0% | 10.68% | 3/4/2024 |
 Constellation Energy (CEG) | 0.03% | 1.95% | 1.63% | - |
 Seagate (STX.US) | 0.03% | 0% | 1.63% | 1/12/2026 |
 Visa (V) | 0.03% | 0% | 0.92% | 6/16/2023 |
 Home Depot (HD) | 0.02% | 0% | 0.41% | 5/23/2023 |
 Insmed (INSM) | 0.02% | 2.14% | 1.02% | - |
 Alnylam (ALNY) | 0.02% | 2.18% | 0.92% | - |
 Western Digital (WDC) | 0.02% | 0% | 1.02% | 1/12/2026 |
 Seagen Inc (SGEN) | 0.02% | 0% | 0.51% | 12/18/2023 |
 Goldman Sachs (GS) | 0.01% | 0% | 0.41% | 6/5/2023 |
 Arcadis (ARCAD.NV) | 0.01% | 0% | 0.1% | 5/17/2023 |
 PostNL (PNL.NV) | 0.01% | 0% | 0.1% | 5/17/2023 |
 Wolters Kluwer (WKL.NV) | 0.01% | 0% | 0.1% | 5/17/2023 |
 NN Group (NN.NV) | 0.01% | 0% | 0.1% | 5/17/2023 |
 SBM Offshore (SBMO.NV) | 0.01% | 0% | 0.1% | 5/17/2023 |
 TKH Group (TWEKA.NV) | 0.01% | 0% | 0.1% | 5/17/2023 |
 Galapagos (GLPG.NV) | 0.01% | 0% | 0.1% | 5/17/2023 |
 Signify (LIGHT.NV) | 0.01% | 0% | 0.1% | 5/17/2023 |
 Monolithic Power (MPWR) | 0.01% | 0% | 0.51% | 1/12/2026 |
 Take-Two (TTWO) | 0% | 0% | 0.2% | 5/14/2025 |
 ASML (ASML.NV) | 0% | 0% | 0.1% | 12/19/2023 |
 Bayer (BAYN.DE) | 0% | 0% | 0.31% | 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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