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Portfolio Diversification
Range
Most Diversified
32 instruments
January 24, 2026
Least Diversified
0 instruments
February 2, 2025
Average
24.8 instruments
Most Consistent Holdings
Top 5
DIS99.83%
DHI99.83%
MSFT98.96%
BBY96.96%
V93.66%
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) | 8.26% | 6.37% | 99.83% | - |
| Microsoft (MSFT) | 6.94% | 6.63% | 98.96% | - |
 ResMed (RMD) | 6.49% | 6.84% | 81.06% | - |
| Visa (V) | 6.16% | 4.29% | 93.66% | - |
 ASML (ASML) | 5.51% | 8.74% | 82.62% | - |
| Disney (DIS) | 4.89% | 2.75% | 99.83% | - |
 Alphabet (GOOGL) | 4.39% | 10.9% | 61.51% | - |
 Mondelez (MDLZ) | 4.16% | 0% | 55.34% | 12/19/2024 |
 Novo-Nordisk (NVO) | 4.12% | 1.57% | 81.06% | - |
 United Rentals (URI) | 3.48% | 4.38% | 70.29% | - |
 Medpace (MEDP) | 3.42% | 8.26% | 42.83% | - |
 Ulta (ULTA) | 3.06% | 5.24% | 82.88% | - |
 Watts (WTS) | 2.81% | 7.45% | 57.25% | - |
 Eagle Materials (EXP) | 2.77% | 3.19% | 72.02% | - |
 Sprouts (SFM) | 2.68% | 2.82% | 63.51% | - |
 Procter & Gamble (PG) | 2.51% | 0% | 88.27% | 2/2/2026 |
 IRadimed (IRMD) | 2.02% | 5.2% | 51.17% | - |
 Nestle (NESN.ZU) | 1.54% | 0% | 41.36% | 4/29/2024 |
| Best Buy (BBY) | 1.53% | 0% | 96.96% | 2/2/2026 |
 Academy Sports (ASO) | 1.49% | 0% | 18.77% | 8/8/2023 |
 Johnson & Johnson (JNJ) | 1.47% | 0% | 32.67% | 4/29/2024 |
 Intel (INTC) | 1.44% | 0% | 31.36% | 1/4/2024 |
 Thor (THO) | 1.43% | 0% | 16.94% | 7/18/2023 |
 Lockheed Martin (LMT) | 1.32% | 0% | 30.23% | 4/29/2024 |
 L'Oréal (OR.PA) | 1.24% | 0% | 42.92% | 10/28/2024 |
 Smith & Wesson (SWBI) | 1.12% | 0% | 41.36% | 4/29/2024 |
 Csw Industri (CSW) | 1.03% | 0% | 48.31% | 2/2/2026 |
 PCA (PKG) | 0.96% | 0% | 18.77% | 8/8/2023 |
 Intuitive Surgical (ISRG) | 0.8% | 1.33% | 47.35% | - |
 Bel Fuse (BELFB) | 0.75% | 2.07% | 57.25% | - |
 Boot Barn (BOOT) | 0.75% | 1.44% | 56.04% | - |
 Meta (META) | 0.74% | 0.87% | 45.44% | - |
 Robert Half (RHI) | 0.7% | 0% | 10.86% | 5/9/2023 |
 Napco (NSSC) | 0.69% | 1.5% | 49.87% | - |
 Deutsche Post (DHL.DE) | 0.69% | 0% | 38.31% | 3/25/2024 |
 BYD (01211.HK) | 0.63% | 2.05% | 27.45% | - |
 T-Mobile (TMUS) | 0.6% | 0% | 39.7% | 2/2/2026 |
 Medifast (MED.US) | 0.55% | 0% | 10.86% | 5/9/2023 |
 A O Smith (AOS) | 0.55% | 0% | 75.24% | 2/2/2026 |
 UnitedHealth (UNH) | 0.54% | 1.55% | 59.69% | - |
 Zoetis (ZTS) | 0.47% | 0% | 16.25% | 4/29/2024 |
 Palantir (PLTR) | 0.44% | 0% | 11.12% | 10/31/2024 |
 LKQ (LKQ) | 0.44% | 0% | 13.03% | 12/15/2023 |
 Nu (NU) | 0.41% | 0.87% | 58.82% | - |
 Texas Roadhouse (TXRH) | 0.4% | 0.46% | 62.38% | - |
 Matson (MATX) | 0.32% | 0% | 10.86% | 5/9/2023 |
 General Mills (GIS) | 0.3% | 0% | 7.65% | 8/8/2023 |
 Whirlpool (WHR) | 0.28% | 0% | 10.86% | 5/9/2023 |
 Tyson Foods (TSN) | 0.16% | 0% | 10.86% | 5/9/2023 |
 Lululemon (LULU) | 0.12% | 0% | 16.85% | 10/28/2024 |
 Netflix (NFLX) | 0.05% | 1.74% | 3.82% | - |
 Xiaomi (1810.HK) | 0.05% | 1.36% | 3.74% | - |
 Stellantis (STLA.US) | 0.02% | 0.03% | 33.1% | - |
 Inmode (INMD) | 0.01% | 0% | 0.87% | 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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