Loading...
Portfolio Diversification
Range
Most Diversified
30 instruments
August 26, 2026
Least Diversified
0 instruments
March 29, 2026
Average
12.3 instruments
Most Consistent Holdings
Top 5
ORGN70.57%
CB66.85%
NVO63.7%
INTC56.71%
IBIT53.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 16, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Intel (INTC) | 15.7% | 0% | 56.71% | 10/20/2025 |
| Origin Materials (ORGN) | 13.02% | 0% | 70.57% | 5/7/2026 |
| Novo-Nordisk (NVO) | 7.27% | 7.24% | 63.7% | - |
 Coca-Cola (KO) | 6.21% | 11.58% | 44.08% | - |
 Arch Capital (ACGL) | 5.15% | 9.29% | 49.49% | - |
 Lululemon (LULU) | 4.89% | 6.2% | 47.01% | - |
 Tesla (TSLA) | 4.65% | 0% | 37.32% | 8/7/2025 |
| Chubb (CB) | 4.48% | 0% | 66.85% | 2/26/2026 |
 Vanguard S&P 500 ETF (VOO) | 4.07% | 0% | 34.27% | 10/17/2025 |
 Vanguard Information Technology (VGT) | 2.81% | 0% | 28.07% | 9/8/2025 |
 Bitcoin (BTC) | 2.43% | 9.43% | 40.7% | - |
 Mastercard (MA) | 2.13% | 7.31% | 40.59% | - |
 Meta (META) | 2.12% | 0% | 43.52% | 9/20/2026 |
 Intuit (INTU) | 1.84% | 3.95% | 45.32% | - |
| iShares Bitcoin Trust (IBIT) | 1.72% | 1.95% | 53.55% | - |
 Adidas (ADS.DE) | 1.56% | 3.01% | 47.13% | - |
 Grab (GRAB) | 1.43% | 4.21% | 40.47% | - |
 Adobe (ADBE) | 1.41% | 4.17% | 40.7% | - |
 Visa (V) | 1.36% | 0% | 30.78% | 7/2/2026 |
 Microsoft (MSFT) | 1.29% | 7.45% | 24.35% | - |
 Merck (MRK) | 1.03% | 0% | 21.2% | 2/24/2026 |
 UiPath (PATH) | 0.88% | 0% | 28.18% | 8/3/2026 |
 DraftKings (DKNG) | 0.86% | 1.77% | 39.23% | - |
 NVIDIA (NVDA) | 0.66% | 2.04% | 13.53% | - |
 Hims & Hers (HIMS) | 0.66% | 1.09% | 25.48% | - |
 iShares MSCI China ETF (MCHI) | 0.6% | 0% | 8% | 9/11/2025 |
 Bancorp (TBBK) | 0.48% | 1.57% | 24.69% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 0.42% | 0% | 10.48% | 10/3/2025 |
 Alphabet (GOOGL) | 0.26% | 2.65% | 11.5% | - |
 Progressive (PGR) | 0.21% | 2.13% | 16.12% | - |
 Lemonade (LMND) | 0.19% | 1.65% | 16.01% | - |
 Jack Henry (JKHY) | 0.16% | 0% | 10.48% | 7/29/2026 |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.12% | 0% | 3.95% | 8/7/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.11% | 0% | 4.96% | 11/19/2025 |
 Cameco (CCJ) | 0.1% | 0.82% | 11.5% | - |
 Palomar Holdings (PLMR) | 0.09% | 0.74% | 16.01% | - |
 SoFi (SOFI) | 0.08% | 0.91% | 9.24% | - |
 Constellation Energy (CEG) | 0.07% | 0.97% | 11.5% | - |
 Otis (OTIS) | 0.06% | 0.99% | 6.65% | - |
 JPMorgan (JPM) | 0.06% | 2.54% | 3.27% | - |
 Deckers (DECK) | 0.06% | 0.96% | 6.76% | - |
 Nu (NU) | 0.05% | 1.05% | 6.2% | - |
 ResMed (RMD) | 0.05% | 0.56% | 8.68% | - |
 AppLovin (APP) | 0.03% | 0.45% | 6.65% | - |
 GE Vernova (GEV) | 0.03% | 0.47% | 6.65% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Coca-Cola (KO) | 16.07% | 17.4% |
| Lululemon (LULU) | 12.05% | 14.73% |
| Novo-Nordisk (NVO) | 11.13% | 10.32% |
| Arch Capital (ACGL) | 9.09% | 10.18% |
| Meta (META) | 6.03% | 5.91% |
| Merck (MRK) | 4.02% | 5.14% |
| Mastercard (MA) | 4.02% | 4.39% |
| Visa (V) | 4.02% | 4.26% |
| Intuit (INTU) | 4.1% | 4.21% |
| Adidas (ADS.DE) | 4.02% | 3.98% |
| Bitcoin (BTC) | 4.01% | 3.57% |
| iShares Bitcoin Trust (IBIT) | 3.01% | 2.59% |
| UiPath (PATH) | 2.01% | 2.54% |
| DraftKings (DKNG) | 2.01% | 2.31% |
| Adobe (ADBE) | 2.01% | 2.18% |
| Grab (GRAB) | 2.01% | 1.84% |
| Origin Materials (ORGN) | 7.97% | 1.69% |
| Chubb (CB) | 1% | 1.25% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.