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Portfolio Diversification
Range
Most Diversified
20 instruments
January 1, 2022
Least Diversified
0 instruments
September 4, 2024
Average
19.4 instruments
Most Consistent Holdings
Top 5
NVDA58.79%
KLAC49.63%
NFLX45.85%
CRWD45.54%
AVGO45.05%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 3.26% | 0% | 58.79% | 12/2/2025 |
| KLA (KLAC) | 2.17% | 4.12% | 49.63% | - |
| Netflix (NFLX) | 2.03% | 0% | 45.85% | 6/3/2026 |
| Crowdstrike (CRWD) | 1.94% | 4.3% | 45.54% | - |
| Broadcom (AVGO) | 1.91% | 0% | 45.05% | 1/5/2026 |
 Lam Research (LRCX) | 1.84% | 4.07% | 43.32% | - |
 Meta (META) | 1.83% | 0% | 38.86% | 9/4/2025 |
 Applied Materials (AMAT) | 1.82% | 4.23% | 41.96% | - |
 Micron (MU) | 1.72% | 4.48% | 36.32% | - |
 AMD (AMD) | 1.48% | 4.46% | 36.08% | - |
 Intel (INTC) | 1.37% | 3.86% | 30.2% | - |
 Tesla (TSLA) | 1.34% | 0% | 31.19% | 12/2/2025 |
 PDD Holdings (PDD) | 1.33% | 0% | 28.53% | 10/2/2025 |
 Marvell (MRVL) | 1.33% | 3.79% | 32.43% | - |
 Booking (BKNG) | 1.32% | 0% | 28.84% | 6/6/2025 |
 ASML (ASML) | 1.3% | 4.5% | 30.26% | - |
 Vertex (VRTX) | 1.27% | 0% | 27.23% | 5/2/2025 |
 Costco (COST) | 1.11% | 0% | 25.5% | 6/6/2025 |
 Palo Alto Networks (PANW) | 1.08% | 4.34% | 24.69% | - |
 Amgen (AMGN) | 1.06% | 0% | 21.66% | 5/4/2026 |
 Paccar (PCAR) | 1.05% | 0% | 23.08% | 3/3/2026 |
 Ross Stores (ROST) | 1.05% | 0% | 21.1% | 6/3/2026 |
 Warner Bros Discovery (WBD) | 1.02% | 0% | 24.38% | 6/3/2026 |
 MercadoLibre (MELI) | 1.01% | 0% | 23.45% | 7/2/2025 |
 T-Mobile (TMUS) | 1.01% | 0% | 22.77% | 5/2/2025 |
 O'Reilly Auto (ORLY) | 1% | 0% | 21.6% | 9/4/2025 |
 Alphabet (GOOG) | 0.99% | 0% | 23.58% | 6/3/2026 |
 Old Dominion (ODFL) | 0.99% | 0% | 21.78% | 6/3/2026 |
 Gilead Sciences (GILD) | 0.98% | 0% | 21.41% | 5/4/2026 |
 Intuitive Surgical (ISRG) | 0.94% | 0% | 20.85% | 12/2/2025 |
 Amazon (AMZN) | 0.93% | 0% | 22.96% | 12/2/2025 |
 Fiserv (FISV) | 0.92% | 0% | 21.41% | 4/2/2025 |
 Dollar Tree (DLTR) | 0.9% | 0% | 18.13% | 2/2/2024 |
 Adobe (ADBE) | 0.9% | 0% | 18.19% | 10/2/2024 |
 Fortinet (FTNT) | 0.89% | 4.45% | 20.61% | - |
 Cadence (CDNS) | 0.87% | 0% | 19.37% | 7/6/2026 |
 Zscaler (ZS) | 0.85% | 0% | 18.75% | 10/2/2024 |
 Exelon (EXC) | 0.84% | 0% | 19.99% | 6/6/2025 |
 AppLovin (APP) | 0.84% | 0% | 20.85% | 7/6/2026 |
 Palantir (PLTR) | 0.84% | 0% | 20.67% | 6/3/2026 |
 Microchip (MCHP) | 0.83% | 4.29% | 15.66% | - |
 AEP (AEP) | 0.83% | 0% | 18.44% | 9/4/2025 |
 Baker Hughes (BKR) | 0.82% | 0% | 19.99% | 6/3/2026 |
 Monster Beverage (MNST) | 0.81% | 4.48% | 17.88% | - |
 Datadog (DDOG) | 0.81% | 4.52% | 20.48% | - |
 AstraZeneca (AZN) | 0.78% | 0% | 17.14% | 4/6/2026 |
 Analog Devices (ADI.US) | 0.76% | 0% | 16.96% | 4/6/2026 |
 Regeneron (REGN) | 0.75% | 0% | 16.58% | 2/3/2026 |
 Xcel Energy (XEL) | 0.72% | 0% | 16.52% | 11/5/2025 |
 Charter (CHTR) | 0.72% | 0% | 17.39% | 5/4/2026 |
 Dash (DASH) | 0.69% | 0% | 18.25% | 6/6/2025 |
 Atlassian (TEAM) | 0.69% | 0% | 17.2% | 7/6/2026 |
 Lululemon (LULU) | 0.68% | 0% | 15.59% | 2/3/2026 |
 Copart (CPRT) | 0.64% | 0% | 14.91% | 2/4/2025 |
 IDEXX (IDXX) | 0.6% | 0% | 14.36% | 1/5/2026 |
 NXP (NXPI) | 0.59% | 0% | 14.6% | 10/2/2025 |
 Qualcomm (QCOM) | 0.59% | 0% | 14.85% | 7/6/2026 |
 Trade Desk (TTD) | 0.59% | 0% | 15.66% | 9/4/2025 |
 Synopsys (SNPS) | 0.59% | 0% | 13.37% | 9/4/2025 |
 Starbucks (SBUX) | 0.58% | 0% | 13.68% | 4/2/2025 |
 Apple (AAPL) | 0.58% | 0% | 13% | 10/2/2025 |
 MongoDB (MDB) | 0.56% | 0% | 14.73% | 2/3/2026 |
 Axon (AXON) | 0.56% | 3.93% | 14.23% | - |
 Workday (WDAY) | 0.56% | 0% | 13% | 10/2/2024 |
 NetEase (NTES) | 0.53% | 0% | 11.32% | 9/5/2023 |
 Seagen Inc (SGEN) | 0.53% | 0% | 11.01% | 11/2/2023 |
 Moderna (MRNA) | 0.52% | 0% | 10.71% | 7/2/2024 |
 Microsoft (MSFT) | 0.52% | 0% | 12% | 9/4/2025 |
 MicroStrategy (MSTR) | 0.51% | 0% | 9.65% | 8/4/2025 |
 Airbnb (ABNB) | 0.5% | 0% | 11.08% | 2/3/2026 |
 DexCom (DXCM) | 0.5% | 0% | 12.13% | 7/2/2025 |
 Marriott (MAR) | 0.49% | 0% | 11.14% | 1/5/2026 |
 Cintas (CTAS) | 0.49% | 0% | 10.89% | 5/2/2025 |
 Kraft Heinz (KHC) | 0.48% | 0% | 10.21% | 2/2/2023 |
 Baidu (BIDU) | 0.48% | 0% | 10.64% | 4/4/2023 |
 EA (EA) | 0.47% | 0% | 11.45% | 6/3/2026 |
 Biogen (BIIB) | 0.46% | 0% | 9.28% | 1/5/2026 |
 Align (ALGN) | 0.45% | 0% | 10.71% | 10/2/2023 |
 Diamondback (FANG) | 0.45% | 0% | 11.2% | 6/3/2026 |
 Texas Instruments (TXN) | 0.44% | 4.41% | 10.21% | - |
 Sirius XM (SIRI) | 0.42% | 0% | 10.27% | 1/2/2025 |
 Fastenal (FAST) | 0.42% | 0% | 10.4% | 10/2/2025 |
 Honeywell (HON) | 0.41% | 0% | 8.73% | 5/4/2026 |
 Keurig Dr Pepper (KDP) | 0.39% | 0% | 8.79% | 6/4/2024 |
 Paychex (PAYX) | 0.39% | 0% | 9.16% | 5/2/2025 |
 Intuit (INTU) | 0.36% | 0% | 9.03% | 7/2/2025 |
 Autodesk (ADSK) | 0.36% | 0% | 8.35% | 10/2/2025 |
 ARM (ARM) | 0.34% | 4.06% | 8.35% | - |
 JD.com (JD.US) | 0.34% | 0% | 6.68% | 2/2/2023 |
 ADP (ADP) | 0.33% | 0% | 7.05% | 9/3/2024 |
 Cisco (CSCO) | 0.33% | 4.5% | 7.98% | - |
 Mondelez (MDLZ) | 0.33% | 0% | 7.3% | 6/5/2023 |
 ON Semiconductor (ON) | 0.32% | 0% | 7.8% | 4/6/2026 |
 Cerner Corp. (CERN) | 0.32% | 0% | 7.36% | 6/2/2022 |
 Cognizant (CTSH) | 0.32% | 0% | 7.49% | 9/3/2024 |
 PepsiCo (PEP) | 0.31% | 0% | 6.68% | 10/4/2022 |
 DoorDash (DASH.US) | 0.29% | 0% | 7.67% | 11/5/2025 |
 Western Digital (WDC) | 0.29% | 4.33% | 6.31% | - |
 Activision Blizzard, Inc. (ATVI) | 0.27% | 0% | 6.13% | 10/16/2023 |
 ANSYS (ANSS) | 0.25% | 0% | 5.51% | 2/2/2024 |
 Linde (LIN) | 0.25% | 0% | 3.71% | 5/4/2026 |
 Splunk Inc (SPLK) | 0.24% | 0% | 5.69% | 7/6/2023 |
 Coca-Cola Europacific (CCEP) | 0.24% | 0% | 5.82% | 6/6/2025 |
 PayPal (PYPL) | 0.22% | 0% | 5.2% | 3/4/2025 |
 GE HealthCare (GEHC) | 0.21% | 0% | 5.45% | 10/31/2024 |
 Seagate (STX.US) | 0.2% | 4.73% | 4.64% | - |
 GlobalFoundries (GFS) | 0.18% | 0% | 3.77% | 4/6/2026 |
 CSX (CSX) | 0.17% | 0% | 3.71% | 5/4/2026 |
 Fox (FOXA) | 0.16% | 0% | 3.71% | 4/4/2022 |
 Verisk (VRSK) | 0.16% | 0% | 3.65% | 11/2/2023 |
 CoStar (CSGP) | 0.15% | 0% | 3.77% | 9/4/2025 |
 Walgreens (WBA) | 0.14% | 0% | 3.65% | 2/2/2024 |
 Xilinx Inc (XLNX) | 0.12% | 0% | 2.85% | 2/15/2022 |
 Illumina (ILMN) | 0.12% | 0% | 3.03% | 12/4/2024 |
 Comcast (CMCSA) | 0.09% | 0% | 2.1% | 6/5/2023 |
 Alphabet (GOOGL) | 0.09% | 0% | 2.1% | 11/5/2025 |
 Skyworks (SWKS) | 0.08% | 0% | 1.73% | 3/2/2023 |
 Check Point (CHKP) | 0.08% | 0% | 1.98% | 4/4/2022 |
 DocuSign (DOCU) | 0.08% | 0% | 1.73% | 2/2/2023 |
 Trip.com (TCOM.CH) | 0.08% | 0% | 1.73% | 3/2/2022 |
 Incyte (INCY) | 0.08% | 0% | 1.79% | 5/3/2022 |
 Lucid (LCID) | 0.07% | 0% | 1.73% | 3/2/2023 |
 Enphase (ENPH) | 0.06% | 0% | 1.86% | 2/2/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Micron (MU) | 4.51% | 5.42% |
| Warner Bros Discovery (WBD) | 4.51% | 5.35% |
| Lam Research (LRCX) | 4.51% | 4.88% |
| Regeneron (REGN) | 4.51% | 4.69% |
| KLA (KLAC) | 4.51% | 4.61% |
| Marriott (MAR) | 4.51% | 4.59% |
| Monster Beverage (MNST) | 4.51% | 4.57% |
| AppLovin (APP) | 4.51% | 4.54% |
| Ross Stores (ROST) | 4.51% | 4.54% |
| AstraZeneca (AZN) | 4.51% | 4.53% |
| Analog Devices (ADI.US) | 4.51% | 4.51% |
| Alphabet (GOOG) | 4.51% | 4.44% |
| Applied Materials (AMAT) | 4.51% | 4.43% |
| Biogen (BIIB) | 4.51% | 4.42% |
| ASML (ASML) | 4.51% | 4.37% |
| Amgen (AMGN) | 4.51% | 4.3% |
| Marvell (MRVL) | 4.51% | 4.12% |
| IDEXX (IDXX) | 4.51% | 4.11% |
| Broadcom (AVGO) | 4.51% | 4.03% |
| Intel (INTC) | 4.51% | 3.86% |
Cash & Instruments Over Time
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