lukobucko avatar

lukobucko
🇸🇰 Med Tech and Financial Services Investor.
15 copiers.

Cash Allocation

Range

Highest Cash
January 11, 2023
Lowest Cash
August 9, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
87 instruments
January 28, 2025
Least Diversified
0 instruments
February 2, 2025
Average
55.3 instruments

Most Consistent Holdings

Top 5

avatarGOOGL
99.87%
avatarOHI
99.6%
avatarMMM
97.98%
avatarIIPR
97.98%
avatarVICI
97.98%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
August 9, 2024
Lowest Exposure
January 11, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
28.67%
Health Technology
12.11%
Consumer Non Durables
9.48%
Utilities
6.71%
Retail Trade
6.35%

Top Countries

Top 5

🇺🇸United States
89.94%
🇮🇪Ireland
2.03%
🇫🇷France
1.38%
🇬🇧United Kingdom
1.27%
🇨🇦Canada
1.09%

Number of Instruments

Holdings over time

(Since January 11, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
4.89%0%82.26%2/1/2025
3M3M (MMM)
3.47%0%97.98%2/1/2025
AlphabetAlphabet (GOOGL)
3.19%0%99.87%2/1/2025
CVS HealthCVS Health (CVS)
3.07%0%97.04%2/1/2025
Omega HealthcareOmega Healthcare (OHI)
3.01%0%99.6%2/1/2025
IIPRIIPR (IIPR)
2.87%0%97.98%2/1/2025
PfizerPfizer (PFE)
2.74%0%94.22%2/1/2025
Medical Properties TrustMedical Properties Trust (MPW)
2.4%0%93.28%2/1/2025
VICI PropertiesVICI Properties (VICI)
2.32%0%97.98%2/1/2025
Southern CoSouthern Co (SO)
2.31%0%95.03%2/1/2025
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
2.28%0%91.8%2/1/2025
Waste ManagementWaste Management (WM)
2.25%0%97.04%2/1/2025
NextEraNextEra (NEE)
2.25%0%96.91%2/1/2025
Dominion EnergyDominion Energy (D)
2.16%0%94.35%2/1/2025
VF CorpVF Corp (VFC)
2.01%0%94.22%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
2%0%97.04%2/1/2025
AllyAlly (ALLY)
1.98%0%91.8%2/1/2025
AbbVieAbbVie (ABBV)
1.95%0%85.89%2/1/2025
WP CareyWP Carey (WPC)
1.94%0%87.1%2/1/2025
AT&TAT&T (T)
1.91%0%86.83%2/1/2025
General MillsGeneral Mills (GIS)
1.79%0%76.48%2/1/2025
TeslaTesla (TSLA)
1.69%0%87.1%2/1/2025
WalgreensWalgreens (WBA)
1.53%0%83.2%2/1/2025
PNCPNC (PNC)
1.52%0%87.77%2/1/2025
SoFiSoFi (SOFI)
1.43%0%83.47%2/1/2025
AccentureAccenture (ACN)
1.41%0%91.53%2/1/2025
Digital RealtyDigital Realty (DLR)
1.28%0%87.63%2/1/2025
British American TobaccoBritish American Tobacco (BTI)
1.27%0%71.1%2/1/2025
Union PacificUnion Pacific (UNP)
1.26%0%91.53%2/1/2025
JPMorganJPMorgan (JPM)
1.22%0%88.84%2/1/2025
UPSUPS (UPS)
1.19%0%60.08%2/1/2025
Stanley Black & DeckerStanley Black & Decker (SWK)
1.17%0%81.18%2/1/2025
DisneyDisney (DIS)
1.14%0%77.42%2/1/2025
StarbucksStarbucks (SBUX)
1.12%0%49.19%2/1/2025
Extra SpaceExtra Space (EXR)
1.11%0%79.57%2/1/2025
PepsiCoPepsiCo (PEP)
1.09%0%69.22%2/1/2025
KeringKering (KER.PA)
1.08%0%51.61%2/1/2025
VerizonVerizon (VZ)
1.04%0%76.48%2/1/2025
McDonald'sMcDonald's (MCD)
1%0%69.22%2/1/2025
AmgenAmgen (AMGN)
0.94%0%83.47%2/1/2025
Genuine PartsGenuine Parts (GPC)
0.92%0%68.28%2/1/2025
Lockheed MartinLockheed Martin (LMT)
0.9%0%69.22%2/1/2025
UnitedHealthUnitedHealth (UNH)
0.88%0%68.15%2/1/2025
Public StoragePublic Storage (PSA)
0.86%0%67.88%2/1/2025
DanaherDanaher (DHR)
0.81%0%64.11%2/1/2025
T. Rowe PriceT. Rowe Price (TROW)
0.79%0%67.61%2/1/2025
ADPADP (ADP)
0.77%0%80.38%2/1/2025
Coca-ColaCoca-Cola (KO)
0.76%0%67.61%2/1/2025
DeereDeere (DE)
0.76%0%65.73%2/1/2025
HoneywellHoneywell (HON)
0.7%0%60.22%2/1/2025
AltriaAltria (MO)
0.7%0%67.61%2/1/2025
AppleApple (AAPL)
0.69%0%67.74%2/1/2025
ITWITW (ITW)
0.65%0%65.73%2/1/2025
MedtronicMedtronic (MDT.US)
0.63%0%66.67%2/1/2025
UpstartUpstart (UPST)
0.62%0%45.97%2/1/2025
KrogerKroger (KR)
0.62%0%59.54%2/1/2025
EnbridgeEnbridge (ENB)
0.57%0%59.54%2/1/2025
CNRCNR (CNI)
0.52%0%68.28%2/1/2025
SimonSimon (SPG)
0.51%0%68.28%2/1/2025
RaytheonRaytheon (RTX)
0.51%0%70.97%2/1/2025
BlackRockBlackRock (BLK)
0.47%0%68.28%2/1/2025
StrykerStryker (SYK)
0.46%0%65.73%2/1/2025
HPHP (HPQ)
0.42%0%67.88%2/1/2025
SyscoSysco (SYY)
0.42%0%64.92%2/1/2025
TargetTarget (TGT)
0.42%0%59.54%2/1/2025
Texas InstrumentsTexas Instruments (TXN)
0.41%0%61.83%2/1/2025
Lowe'sLowe's (LOW)
0.41%0%62.37%2/1/2025
Procter & GambleProcter & Gamble (PG)
0.37%0%63.04%2/1/2025
LVMHLVMH (MC.PA)
0.31%0%25.67%2/1/2025
Home DepotHome Depot (HD)
0.3%0%33.33%2/1/2025
VisaVisa (V)
0.29%0%23.66%2/1/2025
ComcastComcast (CMCSA)
0.25%0%28.63%2/1/2025
ASMLASML (ASML)
0.16%0%14.52%2/1/2025
MerckMerck (MRK)
0.13%0%13.71%2/1/2025
MicrosoftMicrosoft (MSFT)
0.13%0%11.83%2/1/2025
Eli LillyEli Lilly (LLY)
0.11%0%10.62%2/1/2025
DowDow (DOW)
0.08%0%9.01%2/1/2025
NikeNike (NKE)
0.08%0%8.6%2/1/2025
Lam ResearchLam Research (LRCX)
0.07%0%7.12%2/1/2025
Novo-NordiskNovo-Nordisk (NVO)
0.06%0%5.78%2/1/2025
STAGSTAG (STAG)
0.04%0%4.44%2/1/2025
Match GroupMatch Group (MTCH)
0.04%0%3.9%2/1/2025
EnphaseEnphase (ENPH)
0.03%0%3.23%2/1/2025
CelsiusCelsius (CELH)
0.03%0%3.23%2/1/2025
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0.02%0%61.02%2/1/2025
NVIDIANVIDIA (NVDA)
0.01%0%0.67%2/1/2025
AMDAMD (AMD)
0.01%0%0.67%2/1/2025
SolventumSolventum (SOLV)
0%0%0.13%4/3/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Realty IncomeRealty Income (O)
      		4.83%4.68%
      Bristol-Myers SquibbBristol-Myers Squibb (BMY)
      		2.6%2.72%
      StarbucksStarbucks (SBUX)
      		2.23%2.36%
      PfizerPfizer (PFE)
      		2.97%2.36%
      WP CareyWP Carey (WPC)
      		2.6%2.26%
      TeslaTesla (TSLA)
      		1.11%2.26%
      PepsiCoPepsiCo (PEP)
      		2.6%2.21%
      3M3M (MMM)
      		1.86%2.21%
      LVMHLVMH (MC.PA)
      		2.23%2.16%
      VF CorpVF Corp (VFC)
      		1.86%2.09%
      UPSUPS (UPS)
      		2.23%1.89%
      Genuine PartsGenuine Parts (GPC)
      		2.23%1.87%
      CVS HealthCVS Health (CVS)
      		2.97%1.78%
      Medical Properties TrustMedical Properties Trust (MPW)
      		2.6%1.76%
      UpstartUpstart (UPST)
      		0.74%1.73%
      VICI PropertiesVICI Properties (VICI)
      		1.86%1.72%
      WalgreensWalgreens (WBA)
      		2.97%1.63%
      IIPRIIPR (IIPR)
      		1.86%1.61%
      General MillsGeneral Mills (GIS)
      		1.86%1.61%
      British American TobaccoBritish American Tobacco (BTI)
      		1.49%1.6%
      McDonald'sMcDonald's (MCD)
      		1.49%1.49%
      Dominion EnergyDominion Energy (D)
      		1.49%1.48%
      AT&TAT&T (T)
      		1.11%1.48%
      KeringKering (KER.PA)
      		2.23%1.42%
      DanaherDanaher (DHR)
      		1.49%1.41%
      Omega HealthcareOmega Healthcare (OHI)
      		1.11%1.37%
      MerckMerck (MRK)
      		1.49%1.32%
      CNRCNR (CNI)
      		1.49%1.29%
      AbbVieAbbVie (ABBV)
      		1.11%1.28%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		1.49%1.28%
      VisaVisa (V)
      		1.11%1.26%
      Southern CoSouthern Co (SO)
      		1.11%1.25%
      SoFiSoFi (SOFI)
      		0.37%1.18%
      AlphabetAlphabet (GOOGL)
      		0.74%1.18%
      Lockheed MartinLockheed Martin (LMT)
      		1.11%1.15%
      DeereDeere (DE)
      		1.11%1.14%
      Public StoragePublic Storage (PSA)
      		1.11%1.13%
      T. Rowe PriceT. Rowe Price (TROW)
      		1.11%1.13%
      ITWITW (ITW)
      		1.11%1.12%
      NextEraNextEra (NEE)
      		1.11%1.12%
      PNCPNC (PNC)
      		0.74%1.11%
      AllyAlly (ALLY)
      		0.74%1.08%
      UnitedHealthUnitedHealth (UNH)
      		1.11%1.08%
      Coca-ColaCoca-Cola (KO)
      		1.11%1.07%
      Novo-NordiskNovo-Nordisk (NVO)
      		1.11%1.05%
      MicrosoftMicrosoft (MSFT)
      		1.11%1.05%
      STAGSTAG (STAG)
      		1.11%1.04%
      ASMLASML (ASML)
      		1.11%1.04%
      MedtronicMedtronic (MDT.US)
      		1.11%1.03%
      AmgenAmgen (AMGN)
      		1.11%1.02%
      Lam ResearchLam Research (LRCX)
      		1.11%1%
      Eli LillyEli Lilly (LLY)
      		1.11%1%
      NikeNike (NKE)
      		1.11%0.99%
      AppleApple (AAPL)
      		0.74%0.99%
      Stanley Black & DeckerStanley Black & Decker (SWK)
      		1.11%0.98%
      DowDow (DOW)
      		1.11%0.94%
      KrogerKroger (KR)
      		0.74%0.94%
      Waste ManagementWaste Management (WM)
      		0.74%0.91%
      DisneyDisney (DIS)
      		0.74%0.91%
      EnbridgeEnbridge (ENB)
      		0.74%0.86%
      HoneywellHoneywell (HON)
      		0.74%0.85%
      AltriaAltria (MO)
      		0.74%0.83%
      Home DepotHome Depot (HD)
      		0.74%0.82%
      VerizonVerizon (VZ)
      		0.74%0.81%
      Extra SpaceExtra Space (EXR)
      		0.74%0.77%
      Digital RealtyDigital Realty (DLR)
      		0.37%0.69%
      ComcastComcast (CMCSA)
      		0.74%0.68%
      JPMorganJPMorgan (JPM)
      		0.37%0.64%
      SimonSimon (SPG)
      		0.37%0.52%
      BlackRockBlackRock (BLK)
      		0.37%0.51%
      AccentureAccenture (ACN)
      		0.37%0.5%
      ADPADP (ADP)
      		0.37%0.47%
      RaytheonRaytheon (RTX)
      		0.37%0.47%
      StrykerStryker (SYK)
      		0.37%0.46%
      Texas InstrumentsTexas Instruments (TXN)
      		0.37%0.45%
      Lowe'sLowe's (LOW)
      		0.37%0.45%
      TargetTarget (TGT)
      		0.37%0.43%
      SyscoSysco (SYY)
      		0.37%0.41%
      Union PacificUnion Pacific (UNP)
      		0.37%0.41%
      Procter & GambleProcter & Gamble (PG)
      		0.37%0.39%
      HPHP (HPQ)
      		0.37%0.38%
      Net Lease Office PropertiesNet Lease Office Properties (NLOP)
      		0%0.02%

      Cash Exposure Over Time

      Cash Exposure % Over Time