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Portfolio Diversification
Range
Most Diversified
22 instruments
January 3, 2026
Least Diversified
0 instruments
April 1, 2023
Average
6.1 instruments
Most Consistent Holdings
Top 5
AMZN47%
DPZ45.92%
CRM45.29%
CME42.87%
EBAY40.09%
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 |
|---|---|---|---|---|
 SPDR S&P 500 ETF (SPY) | 9.62% | 0% | 13.9% | 6/13/2023 |
| Amazon (AMZN) | 5.78% | 2.82% | 47% | - |
 Bitcoin (BTC) | 4.92% | 0% | 7.35% | 9/5/2023 |
| Salesforce (CRM) | 4.36% | 1.78% | 45.29% | - |
| Domino's (DPZ) | 4.25% | 2.12% | 45.92% | - |
| CME Group (CME) | 3.99% | 2.66% | 42.87% | - |
 Dollar Tree (DLTR) | 3.77% | 13.34% | 27.89% | - |
 EOG Resources (EOG) | 3.09% | 6.46% | 37.13% | - |
 Lululemon (LULU) | 2.88% | 3.5% | 10.85% | - |
 Albemarle (ALB) | 2.48% | 15.98% | 27.17% | - |
| eBay (EBAY) | 2.18% | 3.19% | 40.09% | - |
 ResMed (RMD) | 2.07% | 4% | 37.22% | - |
 Franklin Resources (BEN) | 2.06% | 2.49% | 22.51% | - |
 UnitedHealth (UNH) | 1.64% | 5.75% | 23.32% | - |
 Workday (WDAY) | 1.53% | 1.16% | 37.22% | - |
 Chewy (CHWY) | 1.43% | 0% | 10.04% | 1/30/2025 |
 The Cheesecake Factory (CAKE) | 1.39% | 2.56% | 37.22% | - |
 Semler Scientific (SMLR) | 1.21% | 0% | 3.32% | 5/17/2024 |
 Alphabet (GOOG) | 1.18% | 0% | 1.26% | 6/18/2024 |
 Tesla (TSLA) | 1.11% | 0% | 4.13% | 7/8/2024 |
 Shopify (SHOP) | 0.91% | 0% | 3.5% | 9/3/2024 |
 Lumentum (LITE) | 0.84% | 0% | 9.6% | 1/30/2025 |
 Intel (INTC) | 0.82% | 0% | 12.2% | 3/24/2025 |
 Pfizer (PFE) | 0.59% | 0% | 7.17% | 3/31/2025 |
 Community Bank (CBU) | 0.47% | 3.58% | 12.83% | - |
 Palo Alto Networks (PANW) | 0.4% | 0% | 2.78% | 7/24/2024 |
 Evolution (EVO.ST) | 0.32% | 0% | 0.99% | 5/17/2024 |
 Fluor (FLR.US) | 0.31% | 0% | 1.61% | 10/4/2024 |
 LyondellBasell (LYB) | 0.3% | 2.86% | 10.58% | - |
 NVIDIA (NVDA) | 0.29% | 0% | 0.99% | 7/9/2024 |
 Floor & Decor (FND) | 0.27% | 0% | 0.9% | 9/13/2024 |
 Apple (AAPL) | 0.27% | 0% | 0.63% | 8/12/2024 |
 Qualys (QLYS) | 0.19% | 4.13% | 4.39% | - |
 Microsoft (MSFT.RTH) | 0.18% | 0% | 0.81% | 7/24/2024 |
 Citi (C) | 0.13% | 0% | 1.26% | 10/7/2024 |
 Bio-Techne (TECH) | 0.12% | 4.55% | 2.51% | - |
 Intuit (INTU) | 0.11% | 0% | 2.15% | 6/16/2025 |
 Paycom (PAYC) | 0.11% | 0% | 4.57% | 1/30/2025 |
 Papa John's (PZZA) | 0.1% | 3.9% | 2.51% | - |
 Netflix (NFLX) | 0.09% | 0% | 0.18% | 5/3/2024 |
 Meta (META) | 0.09% | 0% | 0.36% | 8/16/2024 |
 PayPal (PYPL) | 0.08% | 0% | 0.27% | 8/22/2024 |
 CarMax (KMX) | 0.06% | 2.46% | 2.51% | - |
 Centene (CNC) | 0.06% | 2.21% | 2.51% | - |
 Molina (MOH) | 0.05% | 2.18% | 2.51% | - |
 Wix (WIX) | 0.05% | 0% | 0.27% | 10/7/2024 |
 Accenture (ACN) | 0.05% | 0% | 0.36% | 6/14/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Dollar Tree (DLTR) | 9.77% | 14.63% |
| Albemarle (ALB) | 7.77% | 12.97% |
| Franklin Resources (BEN) | 9.86% | 9.3% |
| Amazon (AMZN) | 8.45% | 9.1% |
| UnitedHealth (UNH) | 7.75% | 6.75% |
| Salesforce (CRM) | 7.04% | 6.38% |
| EOG Resources (EOG) | 9.04% | 6.24% |
| Domino's (DPZ) | 7.04% | 5.96% |
| eBay (EBAY) | 4.38% | 5.18% |
| CME Group (CME) | 4.81% | 4.9% |
| Qualys (QLYS) | 5.83% | 4.3% |
| ResMed (RMD) | 4.82% | 3.74% |
| Community Bank (CBU) | 4.2% | 3.41% |
| The Cheesecake Factory (CAKE) | 3.43% | 3% |
| LyondellBasell (LYB) | 3.45% | 2.57% |
| Workday (WDAY) | 2.25% | 1.48% |
Cash & Instruments Over Time
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