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Portfolio Diversification
Range
Most Diversified
32 instruments
January 24, 2026
Least Diversified
0 instruments
February 2, 2025
Average
24.9 instruments
Most Consistent Holdings
Top 5
DIS99.22%
DHI99.22%
MSFT98.45%
V93.71%
BBY86.65%
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 |
|---|---|---|---|---|
| D.R. Horton (DHI) | 7.98% | 5.72% | 99.22% | - |
| Microsoft (MSFT) | 6.81% | 5.91% | 98.45% | - |
 ResMed (RMD) | 6.34% | 4.8% | 82.45% | - |
 ASML (ASML) | 5.92% | 11.2% | 83.85% | - |
| Visa (V) | 5.92% | 4.43% | 93.71% | - |
 Alphabet (GOOGL) | 5.12% | 11.72% | 64.98% | - |
| Disney (DIS) | 4.63% | 2.39% | 99.22% | - |
 Novo-Nordisk (NVO) | 3.85% | 1.84% | 82.45% | - |
 Medpace (MEDP) | 3.84% | 8.59% | 48.29% | - |
 Mondelez (MDLZ) | 3.71% | 0% | 49.46% | 12/19/2024 |
 United Rentals (URI) | 3.58% | 4.96% | 72.83% | - |
 Watts (WTS) | 3.23% | 7.64% | 61.18% | - |
 Ulta (ULTA) | 3.12% | 3.62% | 84.08% | - |
 Eagle Materials (EXP) | 2.78% | 3.06% | 74.38% | - |
 Sprouts (SFM) | 2.67% | 2.69% | 66.77% | - |
 IRadimed (IRMD) | 2.27% | 4.6% | 55.75% | - |
 Procter & Gamble (PG) | 2.25% | 0% | 78.88% | 2/2/2026 |
 Nestle (NESN.ZU) | 1.38% | 0% | 36.96% | 4/29/2024 |
| Best Buy (BBY) | 1.37% | 0% | 86.65% | 2/2/2026 |
 Academy Sports (ASO) | 1.34% | 0% | 16.77% | 8/8/2023 |
 Johnson & Johnson (JNJ) | 1.31% | 0% | 29.19% | 4/29/2024 |
 Intel (INTC) | 1.28% | 0% | 28.03% | 1/4/2024 |
 Thor (THO) | 1.28% | 0% | 15.14% | 7/18/2023 |
 Lockheed Martin (LMT) | 1.18% | 0% | 27.02% | 4/29/2024 |
 L'Oréal (OR.PA) | 1.11% | 0% | 38.35% | 10/28/2024 |
 Smith & Wesson (SWBI) | 1% | 0% | 36.96% | 4/29/2024 |
 Bel Fuse (BELFB) | 0.93% | 2.8% | 61.18% | - |
 Csw Industri (CSW) | 0.92% | 0% | 43.17% | 2/2/2026 |
 PCA (PKG) | 0.86% | 0% | 16.77% | 8/8/2023 |
 Intuitive Surgical (ISRG) | 0.83% | 0.87% | 52.25% | - |
 Boot Barn (BOOT) | 0.79% | 1.11% | 60.09% | - |
 Napco (NSSC) | 0.76% | 1.21% | 54.58% | - |
 BYD (01211.HK) | 0.75% | 1.8% | 34.55% | - |
 Meta (META) | 0.73% | 0.8% | 50.08% | - |
 UnitedHealth (UNH) | 0.67% | 2.16% | 63.35% | - |
 Robert Half (RHI) | 0.63% | 0% | 9.7% | 5/9/2023 |
 Deutsche Post (DHL.DE) | 0.61% | 0% | 34.24% | 3/25/2024 |
 T-Mobile (TMUS) | 0.53% | 0% | 35.48% | 2/2/2026 |
 Medifast (MED.US) | 0.5% | 0% | 9.7% | 5/9/2023 |
 A O Smith (AOS) | 0.49% | 0% | 67.24% | 2/2/2026 |
 Nu (NU) | 0.45% | 0.86% | 62.58% | - |
 Zoetis (ZTS) | 0.42% | 0% | 14.52% | 4/29/2024 |
 Texas Roadhouse (TXRH) | 0.4% | 0.48% | 65.76% | - |
 Palantir (PLTR) | 0.39% | 0% | 9.94% | 10/31/2024 |
 LKQ (LKQ) | 0.39% | 0% | 11.65% | 12/15/2023 |
 Matson (MATX) | 0.28% | 0% | 9.7% | 5/9/2023 |
 General Mills (GIS) | 0.27% | 0% | 6.83% | 8/8/2023 |
 Whirlpool (WHR) | 0.25% | 0% | 9.7% | 5/9/2023 |
 Netflix (NFLX) | 0.21% | 1.27% | 13.43% | - |
 ANTA (02020.HK) | 0.19% | 2.44% | 8.7% | - |
 Xiaomi (1810.HK) | 0.16% | 1.02% | 13.35% | - |
 Tyson Foods (TSN) | 0.14% | 0% | 9.7% | 5/9/2023 |
 Lululemon (LULU) | 0.11% | 0% | 15.06% | 10/28/2024 |
 Stellantis (STLA.US) | 0.02% | 0.02% | 39.6% | - |
 Inmode (INMD) | 0% | 0% | 0.78% | 11/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOGL) | 8.34% | 11.73% |
| Medpace (MEDP) | 7.96% | 10.12% |
| ASML (ASML) | 6.17% | 7.42% |
| ResMed (RMD) | 6.5% | 6.68% |
| D.R. Horton (DHI) | 7.59% | 6.39% |
| Microsoft (MSFT) | 4.38% | 5.37% |
| IRadimed (IRMD) | 3.4% | 5.25% |
| Ulta (ULTA) | 4.73% | 5.04% |
| Watts (WTS) | 4.87% | 4.97% |
| Visa (V) | 4.23% | 4.87% |
| United Rentals (URI) | 4.52% | 4.49% |
| Eagle Materials (EXP) | 5.17% | 3.43% |
| Disney (DIS) | 3.33% | 3.16% |
| Sprouts (SFM) | 3.41% | 2.65% |
| BYD (01211.HK) | 3.84% | 2.13% |
| Novo-Nordisk (NVO) | 4.97% | 2.12% |
| Bel Fuse (BELFB) | 0.98% | 1.88% |
| Csw Industri (CSW) | 2.17% | 1.63% |
| Intuitive Surgical (ISRG) | 1.74% | 1.57% |
| Napco (NSSC) | 1.88% | 1.56% |
| Boot Barn (BOOT) | 1.71% | 1.46% |
| Procter & Gamble (PG) | 1.97% | 1.39% |
| T-Mobile (TMUS) | 1.64% | 1.13% |
| Nu (NU) | 0.9% | 0.93% |
| Meta (META) | 1.06% | 0.92% |
| A O Smith (AOS) | 0.69% | 0.46% |
| Texas Roadhouse (TXRH) | 0.56% | 0.46% |
| UnitedHealth (UNH) | 0.82% | 0.46% |
| Best Buy (BBY) | 0.27% | 0.19% |
| Stellantis (STLA.US) | 0.08% | 0.05% |
Cash & Instruments Over Time
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