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Portfolio Diversification
Range
Most Diversified
35 instruments
August 6, 2025
Least Diversified
0 instruments
February 2, 2025
Average
17.6 instruments
Most Consistent Holdings
Top 5
NVDA74.81%
PDD64.47%
GOOG61.72%
AMZN61.72%
ADBE58.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Microsoft (MSFT) | 8.57% | 2.82% | 54.38% | - |
| NVIDIA (NVDA) | 7.49% | 4.43% | 74.81% | - |
 TSMC (TSM) | 5.34% | 0% | 52.13% | 9/26/2024 |
 AMD (AMD) | 4.86% | 0% | 46.79% | 7/24/2024 |
 Sony (SONY) | 4.31% | 2.52% | 54.3% | - |
 Apple (AAPL) | 4.3% | 0% | 33.44% | 2/13/2024 |
 American Express (AXP) | 4.27% | 0% | 41.12% | 5/16/2024 |
| Alphabet (GOOG) | 4.12% | 4.05% | 61.72% | - |
| PDD Holdings (PDD) | 3.32% | 2.83% | 64.47% | - |
| Amazon (AMZN) | 3.18% | 3.3% | 61.72% | - |
| Adobe (ADBE) | 2.77% | 3.02% | 58.55% | - |
 Bitcoin (BTC) | 2.14% | 2.8% | 31.69% | - |
 NXP (NXPI) | 2.06% | 2.98% | 51.71% | - |
 Diebold Nixdorf (DBD) | 1.93% | 4.1% | 47.54% | - |
 Diamondback (FANG) | 1.44% | 0% | 37.61% | 8/14/2025 |
 Valero (VLO) | 1.05% | 4.08% | 31.61% | - |
 Expedia (EXPE) | 1.02% | 3.31% | 31.69% | - |
 Deere (DE) | 1.01% | 5.11% | 20.85% | - |
 Cigna (CI) | 1.01% | 3.8% | 23.77% | - |
 Autodesk (ADSK) | 1.01% | 0% | 15.01% | 11/15/2024 |
 ASML (ASML.NV) | 1.01% | 4.44% | 20.6% | - |
 Cirrus Logic (CRUS) | 1% | 3.03% | 43.29% | - |
 Amkor (AMKR) | 0.98% | 4.94% | 41.78% | - |
 Andersons (ANDE) | 0.94% | 0% | 26.61% | 8/14/2025 |
 LVMH (MC.PA) | 0.92% | 3.53% | 20.6% | - |
 NetApp (NTAP) | 0.91% | 2.58% | 31.69% | - |
 Broadcom (AVGO) | 0.91% | 4.95% | 20.85% | - |
 RingCentral (RNG) | 0.89% | 0% | 17.68% | 12/17/2024 |
 Axcelis (ACLS) | 0.87% | 3.34% | 41.7% | - |
 Berkshire Hathaway (BRK.B) | 0.86% | 0% | 17.68% | 12/17/2024 |
 ScanSource (SCSC) | 0.85% | 2.38% | 31.69% | - |
 Howmet Aerospace (HWM) | 0.83% | 0% | 11.59% | 7/24/2024 |
 Qualcomm (QCOM) | 0.82% | 1.51% | 40.78% | - |
 Kratos (KTOS) | 0.82% | 0% | 11.59% | 7/24/2024 |
 DexCom (DXCM) | 0.81% | 1.38% | 41.78% | - |
 Waste Management (WM) | 0.79% | 3.6% | 20.85% | - |
 Texas Instruments (TXN) | 0.78% | 5.1% | 20.85% | - |
 LSE (LSEG.L) | 0.75% | 3.77% | 20.6% | - |
 Apollo (APO) | 0.7% | 0% | 14.18% | 11/5/2024 |
 S&P Global (SPGI) | 0.7% | 2.77% | 20.85% | - |
 SkyWest (SKYW) | 0.68% | 0% | 14.18% | 11/5/2024 |
 DocuSign (DOCU) | 0.63% | 1.16% | 31.69% | - |
 PulteGroup (PHM) | 0.59% | 2.12% | 26.27% | - |
 KKR (KKR) | 0.56% | 0% | 11.01% | 9/27/2024 |
 Zscaler (ZS) | 0.55% | 0% | 12.09% | 12/17/2024 |
 Woodward (WWD) | 0.54% | 0% | 5.92% | 5/16/2024 |
 BlackStone (BX) | 0.53% | 0% | 10.93% | 9/26/2024 |
 Perficient (PRFT) | 0.52% | 0% | 10.93% | 9/26/2024 |
 AAR Corp (AIR.US) | 0.5% | 0% | 5.92% | 5/16/2024 |
 Valaris (VAL.US) | 0.46% | 0% | 26.61% | 8/14/2025 |
 Verint (VRNT) | 0.44% | 0% | 22.35% | 8/14/2025 |
 Synaptics (SYNA) | 0.44% | 0% | 22.35% | 8/14/2025 |
 Occidental (OXY) | 0.43% | 0% | 19.93% | 8/14/2025 |
 Schlumberger (SLB) | 0.41% | 0% | 20.85% | 8/14/2025 |
 Biogen (BIIB) | 0.38% | 0% | 20.85% | 8/14/2025 |
 Regeneron (REGN) | 0.36% | 0% | 19.93% | 8/14/2025 |
 Chevron (CVX) | 0.31% | 0% | 6.67% | 12/17/2024 |
 Monday.com (MNDY) | 0.27% | 0% | 5.34% | 9/26/2024 |
 Photronics (PLAB) | 0.26% | 0% | 10.76% | 8/14/2025 |
 Goosehead Insurance (GSHD) | 0.25% | 0% | 5.67% | 7/25/2024 |
 Coinbase (COIN) | 0.19% | 0% | 5.34% | 9/26/2024 |
 BD (BDX) | 0.14% | 0% | 2.84% | 8/14/2025 |
 Gogo (GOGO) | 0.13% | 0% | 3.17% | 11/5/2024 |
 Merck (MRK) | 0.13% | 0% | 2.84% | 8/14/2025 |
 Airbnb (ABNB) | 0.08% | 0% | 2.92% | 5/12/2025 |
 Omnicom (OMC) | 0.03% | 0% | 0.75% | 8/14/2025 |
 Huntington (HBAN) | 0.03% | 0% | 0.75% | 8/14/2025 |
 Comcast (CMCSA) | 0.03% | 0% | 0.75% | 8/14/2025 |
 Sony Financial Group Inc (SFGYY) | 0.02% | 0.1% | 16.26% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 3.19% | 5.59% |
| ASML (ASML.NV) | 4.33% | 5.51% |
| LVMH (MC.PA) | 4.33% | 5.13% |
| Broadcom (AVGO) | 4.33% | 4.37% |
| Deere (DE) | 5.2% | 4.37% |
| Cigna (CI) | 5.2% | 4.08% |
| Expedia (EXPE) | 2.17% | 4.05% |
| Waste Management (WM) | 4.33% | 3.7% |
| LSE (LSEG.L) | 4.33% | 3.68% |
| S&P Global (SPGI) | 4.33% | 3.57% |
| Diebold Nixdorf (DBD) | 2.57% | 3.55% |
| PDD Holdings (PDD) | 4.33% | 3.54% |
| Microsoft (MSFT) | 4.33% | 3.51% |
| Texas Instruments (TXN) | 4.33% | 3.4% |
| Sony (SONY) | 4.33% | 3.39% |
| Bitcoin (BTC) | 3.32% | 3.37% |
| Amazon (AMZN) | 2.96% | 3.22% |
| Valero (VLO) | 2.17% | 3.13% |
| NXP (NXPI) | 3.61% | 2.91% |
| Amkor (AMKR) | 2.17% | 2.88% |
| NetApp (NTAP) | 2.17% | 2.79% |
| Adobe (ADBE) | 4.33% | 2.75% |
| NVIDIA (NVDA) | 2.17% | 2.61% |
| ScanSource (SCSC) | 2.17% | 2.51% |
| Cirrus Logic (CRUS) | 2.17% | 2.24% |
| PulteGroup (PHM) | 2.17% | 2.09% |
| Axcelis (ACLS) | 2.17% | 2.07% |
| Qualcomm (QCOM) | 2.17% | 2.06% |
| DocuSign (DOCU) | 2.17% | 1.9% |
| DexCom (DXCM) | 2.17% | 1.6% |
| Sony Financial Group Inc (SFGYY) | 0% | 0.14% |
Cash & Instruments Over Time
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