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Portfolio Diversification
Range
Most Diversified
35 instruments
August 6, 2025
Least Diversified
0 instruments
February 2, 2025
Average
17.1 instruments
Most Consistent Holdings
Top 5
NVDA73.96%
PDD63.19%
GOOG60.33%
AMZN60.33%
ADBE57.03%
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) | 8.81% | 3.05% | 52.69% | - |
| NVIDIA (NVDA) | 7.62% | 4.37% | 73.96% | - |
 TSMC (TSM) | 5.56% | 0% | 54.25% | 9/26/2024 |
 AMD (AMD) | 5.05% | 0% | 48.7% | 7/24/2024 |
 Apple (AAPL) | 4.48% | 0% | 34.81% | 2/13/2024 |
 American Express (AXP) | 4.45% | 0% | 42.8% | 5/16/2024 |
 Sony (SONY) | 4.37% | 2.92% | 52.6% | - |
| Alphabet (GOOG) | 4.13% | 3.95% | 60.33% | - |
| PDD Holdings (PDD) | 3.33% | 0% | 63.19% | 3/7/2026 |
| Amazon (AMZN) | 3.19% | 3.05% | 60.33% | - |
| Adobe (ADBE) | 2.75% | 3.96% | 57.03% | - |
 Bitcoin (BTC) | 2.12% | 2.66% | 29.08% | - |
 NXP (NXPI) | 2.04% | 2.77% | 49.91% | - |
 Diebold Nixdorf (DBD) | 1.85% | 4.15% | 45.57% | - |
 Diamondback (FANG) | 1.5% | 0% | 39.15% | 8/14/2025 |
 Autodesk (ADSK) | 1.05% | 0% | 15.63% | 11/15/2024 |
 Andersons (ANDE) | 0.98% | 0% | 27.69% | 8/14/2025 |
 Cirrus Logic (CRUS) | 0.94% | 2.53% | 41.15% | - |
 RingCentral (RNG) | 0.93% | 0% | 18.4% | 12/17/2024 |
 Expedia (EXPE) | 0.92% | 3.65% | 29.08% | - |
 Valero (VLO) | 0.91% | 0% | 28.99% | 3/7/2026 |
 Berkshire Hathaway (BRK.B) | 0.9% | 0% | 18.4% | 12/17/2024 |
 Cigna (CI) | 0.89% | 4.13% | 20.83% | - |
 Amkor (AMKR) | 0.88% | 3.11% | 39.58% | - |
 Howmet Aerospace (HWM) | 0.87% | 0% | 12.07% | 7/24/2024 |
 ASML (ASML.NV) | 0.86% | 4.56% | 17.53% | - |
 Kratos (KTOS) | 0.85% | 0% | 12.07% | 7/24/2024 |
 NetApp (NTAP) | 0.84% | 2.7% | 29.08% | - |
 Deere (DE) | 0.84% | 5.67% | 17.8% | - |
 LVMH (MC.PA) | 0.81% | 4.09% | 17.53% | - |
 Axcelis (ACLS) | 0.8% | 0% | 39.5% | 3/7/2026 |
 Qualcomm (QCOM) | 0.79% | 0% | 38.54% | 3/7/2026 |
 ScanSource (SCSC) | 0.79% | 2.38% | 29.08% | - |
 DexCom (DXCM) | 0.78% | 1.68% | 39.58% | - |
 Broadcom (AVGO) | 0.77% | 4.28% | 17.8% | - |
 Apollo (APO) | 0.73% | 0% | 14.76% | 11/5/2024 |
 SkyWest (SKYW) | 0.71% | 0% | 14.76% | 11/5/2024 |
 Waste Management (WM) | 0.66% | 4.24% | 17.8% | - |
 Texas Instruments (TXN) | 0.66% | 3.88% | 17.8% | - |
 LSE (LSEG.L) | 0.64% | 3.71% | 17.53% | - |
 S&P Global (SPGI) | 0.61% | 3.16% | 17.8% | - |
 DocuSign (DOCU) | 0.61% | 1.38% | 29.08% | - |
 KKR (KKR) | 0.59% | 0% | 11.46% | 9/27/2024 |
 Zscaler (ZS) | 0.57% | 0% | 12.59% | 12/17/2024 |
 Woodward (WWD) | 0.57% | 0% | 6.16% | 5/16/2024 |
 BlackStone (BX) | 0.55% | 0% | 11.37% | 9/26/2024 |
 Perficient (PRFT) | 0.54% | 0% | 11.37% | 9/26/2024 |
 PulteGroup (PHM) | 0.53% | 2.34% | 23.44% | - |
 AAR Corp (AIR.US) | 0.52% | 0% | 6.16% | 5/16/2024 |
 Valaris (VAL.US) | 0.48% | 0% | 27.69% | 8/14/2025 |
 Verint (VRNT) | 0.46% | 0% | 23.26% | 8/14/2025 |
 Synaptics (SYNA) | 0.46% | 0% | 23.26% | 8/14/2025 |
 Occidental (OXY) | 0.44% | 0% | 20.75% | 8/14/2025 |
 Schlumberger (SLB) | 0.42% | 0% | 21.7% | 8/14/2025 |
 Biogen (BIIB) | 0.4% | 0% | 21.7% | 8/14/2025 |
 Regeneron (REGN) | 0.38% | 0% | 20.75% | 8/14/2025 |
 Chevron (CVX) | 0.33% | 0% | 6.94% | 12/17/2024 |
 Monday.com (MNDY) | 0.28% | 0% | 5.56% | 9/26/2024 |
 Photronics (PLAB) | 0.27% | 0% | 11.2% | 8/14/2025 |
 Goosehead Insurance (GSHD) | 0.26% | 0% | 5.9% | 7/25/2024 |
 Coinbase (COIN) | 0.2% | 0% | 5.56% | 9/26/2024 |
 BD (BDX) | 0.15% | 0% | 2.95% | 8/14/2025 |
 Gogo (GOGO) | 0.14% | 0% | 3.3% | 11/5/2024 |
 Merck (MRK) | 0.14% | 0% | 2.95% | 8/14/2025 |
 Airbnb (ABNB) | 0.08% | 0% | 3.04% | 5/12/2025 |
 Omnicom (OMC) | 0.03% | 0% | 0.78% | 8/14/2025 |
 Huntington (HBAN) | 0.03% | 0% | 0.78% | 8/14/2025 |
 Comcast (CMCSA) | 0.03% | 0% | 0.78% | 8/14/2025 |
 Sony Financial Group Inc (SFGYY) | 0.02% | 0% | 13.02% | 3/7/2026 |
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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