Loading...
Portfolio Diversification
Range
Most Diversified
29 instruments
April 3, 2026
Least Diversified
0 instruments
April 4, 2026
Average
10.7 instruments
Most Consistent Holdings
Top 5
PYPL98.33%
ENPH96.74%
TSLA76.61%
SOFI70.59%
MSFT60.07%
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 |
|---|---|---|---|---|
| PayPal (PYPL) | 17.66% | 4.71% | 98.33% | - |
| Enphase (ENPH) | 12.65% | 1.34% | 96.74% | - |
| Tesla (TSLA) | 9.77% | 7.51% | 76.61% | - |
| SoFi (SOFI) | 9.3% | 9.07% | 70.59% | - |
| Microsoft (MSFT) | 5.65% | 8.23% | 60.07% | - |
 Alphabet (GOOG) | 5.32% | 9.22% | 58.98% | - |
 Apple (AAPL) | 3.5% | 0% | 17.71% | 8/4/2023 |
 Meta (META) | 3.39% | 11.8% | 40.6% | - |
 Amazon (AMZN) | 3.38% | 5.2% | 33.83% | - |
 ASML (ASML) | 2.97% | 0% | 34.5% | 10/7/2025 |
 Zoetis (ZTS) | 2.63% | 4.51% | 40.85% | - |
 Disney (DIS) | 2.22% | 0% | 10.94% | 11/10/2023 |
 S&P Global (SPGI) | 1.65% | 5.64% | 26.48% | - |
 CRISPR Therapeutics (CRSP) | 1.63% | 0% | 21.64% | 7/22/2025 |
 Applied Materials (AMAT) | 1.51% | 0% | 18.21% | 7/22/2025 |
 Novo-Nordisk (NVO) | 1.36% | 0% | 25.15% | 1/30/2026 |
 AMD (AMD) | 1.29% | 0% | 16.79% | 6/30/2025 |
 Centene (CNC) | 1.25% | 0.99% | 40.6% | - |
 PepsiCo (PEP) | 0.96% | 0% | 12.53% | 2/1/2024 |
 Fortinet (FTNT) | 0.74% | 3.36% | 21.3% | - |
 Inchcape (INCH.L) | 0.69% | 0% | 7.6% | 4/2/2024 |
 Trade Desk (TTD) | 0.69% | 2.16% | 18.96% | - |
 Accenture (ACN) | 0.54% | 2.41% | 17.21% | - |
 Fiserv (FISV) | 0.53% | 2.95% | 17.21% | - |
 Celsius (CELH) | 0.52% | 0% | 8.77% | 3/26/2025 |
 Adobe (ADBE) | 0.34% | 1.09% | 21.89% | - |
 e.l.f. (ELF) | 0.33% | 0% | 3.93% | 12/11/2024 |
 Palantir (PLTR) | 0.31% | 1.71% | 8.1% | - |
 Open Text Corp (OTEX) | 0.27% | 2.47% | 11.7% | - |
 MSCI (MSCI) | 0.26% | 1.63% | 15.79% | - |
 Permian Resources (PR) | 0.26% | 0% | 3.51% | 1/25/2024 |
 Bitcoin (BTC) | 0.21% | 1.02% | 16.46% | - |
 Marvell (MRVL) | 0.19% | 0% | 3.68% | 10/10/2025 |
 Supermicro (SMCI) | 0.18% | 0% | 3.93% | 10/16/2024 |
 Waste Connections (WCN) | 0.18% | 0% | 2.17% | 2/16/2023 |
 Zebra (ZBRA) | 0.18% | 1.4% | 11.7% | - |
 Check Point (CHKP) | 0.18% | 1.33% | 10.36% | - |
 Ethereum (ETH) | 0.16% | 0.98% | 13.45% | - |
 NetApp (NTAP) | 0.16% | 1.53% | 10.36% | - |
 Autodesk (ADSK) | 0.15% | 1.26% | 10.36% | - |
 Insight Enterprises (NSIT.US) | 0.14% | 1.38% | 9.02% | - |
 Carlisle (CSL) | 0.13% | 0% | 8.19% | 1/14/2026 |
 Eli Lilly (LLY) | 0.07% | 0% | 3.51% | 10/2/2025 |
 Gartner (IT) | 0.04% | 0% | 2.67% | 1/2/2026 |
 Visa (V) | 0.03% | 1.58% | 2.01% | - |
 NVIDIA (NVDA) | 0.03% | 2.01% | 1.5% | - |
 CONSOL Energy (CNR) | 0.03% | 0% | 0.58% | 2/8/2023 |
 Qualys (QLYS) | 0.02% | 1.53% | 1.5% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 9.83% | 9.81% |
| Alphabet (GOOG) | 4.91% | 8.81% |
| Tesla (TSLA) | 4.24% | 8.79% |
| SoFi (SOFI) | 2.46% | 7.34% |
| Novo-Nordisk (NVO) | 6.55% | 5.53% |
| Microsoft (MSFT) | 4.91% | 5.52% |
| PayPal (PYPL) | 6.55% | 5.47% |
| S&P Global (SPGI) | 4.92% | 4.95% |
| Zoetis (ZTS) | 6.55% | 4.85% |
| Amazon (AMZN) | 4.92% | 4.83% |
| Trade Desk (TTD) | 4.92% | 3.55% |
| Accenture (ACN) | 3.28% | 3.36% |
| Fiserv (FISV) | 4.92% | 3.17% |
| Fortinet (FTNT) | 3.28% | 3.16% |
| Enphase (ENPH) | 7.19% | 2.72% |
| Check Point (CHKP) | 1.93% | 1.78% |
| Gartner (IT) | 1.64% | 1.66% |
| MSCI (MSCI) | 1.64% | 1.6% |
| Autodesk (ADSK) | 1.64% | 1.54% |
| Adobe (ADBE) | 1.64% | 1.53% |
| Open Text Corp (OTEX) | 1.64% | 1.48% |
| Carlisle (CSL) | 1.64% | 1.48% |
| Zebra (ZBRA) | 1.64% | 1.48% |
| NetApp (NTAP) | 1.64% | 1.48% |
| Ethereum (ETH) | 1.64% | 1.26% |
| Bitcoin (BTC) | 1.64% | 1.19% |
| Centene (CNC) | 1.64% | 1.05% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.