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Portfolio Diversification
Range
Most Diversified
20 instruments
January 1, 2022
Least Diversified
0 instruments
September 4, 2024
Average
19.5 instruments
Most Consistent Holdings
Top 5
NVDA64.19%
AVGO49.19%
NFLX48.11%
CRWD46.62%
KLAC45.41%
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) | 3.56% | 0% | 64.19% | 12/2/2025 |
| Netflix (NFLX) | 2.14% | 0% | 48.11% | 10/2/2025 |
| Broadcom (AVGO) | 2.08% | 0% | 49.19% | 1/5/2026 |
 Meta (META) | 2% | 0% | 42.43% | 9/4/2025 |
| Crowdstrike (CRWD) | 1.99% | 0% | 46.62% | 12/2/2025 |
| KLA (KLAC) | 1.95% | 4.41% | 45.41% | - |
 Lam Research (LRCX) | 1.6% | 4.31% | 38.51% | - |
 Applied Materials (AMAT) | 1.58% | 4.43% | 37.03% | - |
 Tesla (TSLA) | 1.47% | 0% | 34.05% | 12/2/2025 |
 PDD Holdings (PDD) | 1.46% | 0% | 31.15% | 10/2/2025 |
 Micron (MU) | 1.45% | 4.61% | 30.88% | - |
 Booking (BKNG) | 1.44% | 0% | 31.49% | 6/6/2025 |
 Vertex (VRTX) | 1.39% | 0% | 29.73% | 5/2/2025 |
 AMD (AMD) | 1.39% | 0% | 34.32% | 3/3/2026 |
 Marvell (MRVL) | 1.24% | 0% | 30.34% | 1/5/2026 |
 Costco (COST) | 1.21% | 0% | 27.84% | 6/6/2025 |
 Paccar (PCAR) | 1.15% | 0% | 25.2% | 3/3/2026 |
 MercadoLibre (MELI) | 1.1% | 0% | 25.61% | 7/2/2025 |
 T-Mobile (TMUS) | 1.1% | 0% | 24.86% | 5/2/2025 |
 O'Reilly Auto (ORLY) | 1.09% | 0% | 23.58% | 9/4/2025 |
 Intel (INTC) | 1.06% | 4.9% | 24.19% | - |
 Palo Alto Networks (PANW) | 1.04% | 0% | 23.85% | 6/6/2025 |
 Intuitive Surgical (ISRG) | 1.03% | 0% | 22.77% | 12/2/2025 |
 Amazon (AMZN) | 1.02% | 0% | 25.07% | 12/2/2025 |
 ASML (ASML) | 1.01% | 4.61% | 24.26% | - |
 Fiserv (FISV) | 1.01% | 0% | 23.38% | 4/2/2025 |
 Alphabet (GOOG) | 1% | 0% | 23.78% | 3/3/2026 |
 Gilead Sciences (GILD) | 0.99% | 0% | 21.55% | 3/3/2026 |
 Dollar Tree (DLTR) | 0.98% | 0% | 19.8% | 2/2/2024 |
 Adobe (ADBE) | 0.98% | 0% | 19.86% | 10/2/2024 |
 Zscaler (ZS) | 0.93% | 0% | 20.47% | 10/2/2024 |
 Exelon (EXC) | 0.92% | 0% | 21.82% | 6/6/2025 |
 AEP (AEP) | 0.9% | 0% | 20.14% | 9/4/2025 |
 Amgen (AMGN) | 0.89% | 10.51% | 19.93% | - |
 Ross Stores (ROST) | 0.89% | 5.18% | 17.36% | - |
 Warner Bros Discovery (WBD) | 0.87% | 4.75% | 20.95% | - |
 Cadence (CDNS) | 0.86% | 0% | 19.05% | 9/4/2025 |
 Microchip (MCHP) | 0.86% | 0% | 16.08% | 3/3/2026 |
 Monster Beverage (MNST) | 0.84% | 0% | 18.51% | 3/3/2026 |
 Palantir (PLTR) | 0.84% | 0% | 20.61% | 12/2/2025 |
 AppLovin (APP) | 0.83% | 0% | 20.68% | 1/5/2026 |
 Fortinet (FTNT) | 0.83% | 0% | 19.39% | 6/6/2025 |
 Old Dominion (ODFL) | 0.83% | 4.58% | 18.11% | - |
 Regeneron (REGN) | 0.82% | 0% | 18.11% | 2/3/2026 |
 Xcel Energy (XEL) | 0.79% | 0% | 18.04% | 11/5/2025 |
 AstraZeneca (AZN) | 0.76% | 4.68% | 16.82% | - |
 Dash (DASH) | 0.76% | 0% | 19.93% | 6/6/2025 |
 Datadog (DDOG) | 0.75% | 0% | 19.26% | 11/5/2025 |
 Analog Devices (ADI.US) | 0.75% | 4.4% | 16.62% | - |
 Lululemon (LULU) | 0.74% | 0% | 17.03% | 2/3/2026 |
 Copart (CPRT) | 0.7% | 0% | 16.28% | 2/4/2025 |
 Atlassian (TEAM) | 0.67% | 0% | 16.69% | 4/2/2025 |
 IDEXX (IDXX) | 0.66% | 0% | 15.68% | 1/5/2026 |
 Baker Hughes (BKR) | 0.65% | 4.5% | 16.15% | - |
 NXP (NXPI) | 0.65% | 0% | 15.95% | 10/2/2025 |
 Trade Desk (TTD) | 0.64% | 0% | 17.09% | 9/4/2025 |
 Synopsys (SNPS) | 0.64% | 0% | 14.59% | 9/4/2025 |
 Starbucks (SBUX) | 0.64% | 0% | 14.93% | 4/2/2025 |
 Apple (AAPL) | 0.63% | 0% | 14.19% | 10/2/2025 |
 Charter (CHTR) | 0.62% | 4.87% | 15.27% | - |
 MongoDB (MDB) | 0.62% | 0% | 16.08% | 2/3/2026 |
 Workday (WDAY) | 0.61% | 0% | 14.19% | 10/2/2024 |
 NetEase (NTES) | 0.58% | 0% | 12.36% | 9/5/2023 |
 Seagen Inc (SGEN) | 0.58% | 0% | 12.03% | 11/2/2023 |
 Moderna (MRNA) | 0.57% | 0% | 11.69% | 7/2/2024 |
 Axon (AXON) | 0.57% | 0% | 14.53% | 10/2/2025 |
 Qualcomm (QCOM) | 0.57% | 0% | 14.12% | 7/2/2024 |
 Microsoft (MSFT) | 0.56% | 0% | 13.11% | 9/4/2025 |
 MicroStrategy (MSTR) | 0.55% | 0% | 10.54% | 8/4/2025 |
 Airbnb (ABNB) | 0.54% | 0% | 12.09% | 2/3/2026 |
 DexCom (DXCM) | 0.54% | 0% | 13.24% | 7/2/2025 |
 Marriott (MAR) | 0.53% | 0% | 12.16% | 1/5/2026 |
 Cintas (CTAS) | 0.53% | 0% | 11.89% | 5/2/2025 |
 Kraft Heinz (KHC) | 0.52% | 0% | 11.15% | 2/2/2023 |
 Baidu (BIDU) | 0.52% | 0% | 11.62% | 4/4/2023 |
 Biogen (BIIB) | 0.5% | 0% | 10.14% | 1/5/2026 |
 Align (ALGN) | 0.49% | 0% | 11.69% | 10/2/2023 |
 Sirius XM (SIRI) | 0.46% | 0% | 11.22% | 1/2/2025 |
 Fastenal (FAST) | 0.46% | 0% | 11.35% | 10/2/2025 |
 EA (EA) | 0.44% | 0% | 10.54% | 11/5/2025 |
 Texas Instruments (TXN) | 0.43% | 0% | 10.14% | 3/3/2026 |
 Keurig Dr Pepper (KDP) | 0.43% | 0% | 9.59% | 6/4/2024 |
 Paychex (PAYX) | 0.43% | 0% | 10% | 5/2/2025 |
 Diamondback (FANG) | 0.42% | 0% | 10.27% | 6/4/2024 |
 Intuit (INTU) | 0.4% | 0% | 9.86% | 7/2/2025 |
 Autodesk (ADSK) | 0.39% | 0% | 9.12% | 10/2/2025 |
 JD.com (JD.US) | 0.37% | 0% | 7.3% | 2/2/2023 |
 ADP (ADP) | 0.36% | 0% | 7.7% | 9/3/2024 |
 Mondelez (MDLZ) | 0.36% | 0% | 7.97% | 6/5/2023 |
 Cerner Corp. (CERN) | 0.35% | 0% | 8.04% | 6/2/2022 |
 Cognizant (CTSH) | 0.34% | 0% | 8.18% | 9/3/2024 |
 PepsiCo (PEP) | 0.34% | 0% | 7.3% | 10/4/2022 |
 DoorDash (DASH.US) | 0.32% | 0% | 8.38% | 11/5/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.3% | 0% | 6.69% | 10/16/2023 |
 Honeywell (HON) | 0.28% | 4.67% | 5.81% | - |
 ANSYS (ANSS) | 0.27% | 0% | 6.01% | 2/2/2024 |
 Splunk Inc (SPLK) | 0.27% | 0% | 6.22% | 7/6/2023 |
 ON Semiconductor (ON) | 0.26% | 4.37% | 6.62% | - |
 Coca-Cola Europacific (CCEP) | 0.26% | 0% | 6.35% | 6/6/2025 |
 PayPal (PYPL) | 0.24% | 0% | 5.68% | 3/4/2025 |
 GE HealthCare (GEHC) | 0.23% | 0% | 5.95% | 10/31/2024 |
 Cisco (CSCO) | 0.22% | 0% | 5.61% | 4/2/2025 |
 Fox (FOXA) | 0.18% | 0% | 4.05% | 4/4/2022 |
 Verisk (VRSK) | 0.17% | 0% | 3.99% | 11/2/2023 |
 CoStar (CSGP) | 0.16% | 0% | 4.12% | 9/4/2025 |
 Walgreens (WBA) | 0.15% | 0% | 3.99% | 2/2/2024 |
 ARM (ARM) | 0.14% | 0% | 4.05% | 12/2/2025 |
 Xilinx Inc (XLNX) | 0.14% | 0% | 3.11% | 2/15/2022 |
 Illumina (ILMN) | 0.13% | 0% | 3.31% | 12/4/2024 |
 GlobalFoundries (GFS) | 0.11% | 4.77% | 2.23% | - |
 Comcast (CMCSA) | 0.1% | 0% | 2.3% | 6/5/2023 |
 Alphabet (GOOGL) | 0.1% | 0% | 2.3% | 11/5/2025 |
 Skyworks (SWKS) | 0.09% | 0% | 1.89% | 3/2/2023 |
 Check Point (CHKP) | 0.09% | 0% | 2.16% | 4/4/2022 |
 DocuSign (DOCU) | 0.09% | 0% | 1.89% | 2/2/2023 |
 Trip.com (TCOM.CH) | 0.08% | 0% | 1.89% | 3/2/2022 |
 Incyte (INCY) | 0.08% | 0% | 1.96% | 5/3/2022 |
 Lucid (LCID) | 0.08% | 0% | 1.89% | 3/2/2023 |
 Enphase (ENPH) | 0.07% | 0% | 2.03% | 2/2/2024 |
 Linde (LIN) | 0.02% | 4.72% | 0.34% | - |
 CSX (CSX) | 0.02% | 4.51% | 0.34% | - |
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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