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Portfolio Diversification
Range
Most Diversified
23 instruments
March 7, 2026
Least Diversified
0 instruments
April 1, 2023
Average
6.7 instruments
Most Consistent Holdings
Top 5
AMZN49.05%
DPZ48.02%
CRM47.41%
CME45.09%
EBAY42.41%
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 |
|---|---|---|---|---|
 State Street SPDR S&P 500 ETF (SPY) | 9.25% | 0% | 13.36% | 6/13/2023 |
| Amazon (AMZN) | 5.66% | 2.53% | 49.05% | - |
 Bitcoin (BTC) | 4.73% | 0% | 7.07% | 9/5/2023 |
| Salesforce (CRM) | 4.26% | 1.68% | 47.41% | - |
 Dollar Tree (DLTR) | 4.18% | 12.88% | 30.69% | - |
| Domino's (DPZ) | 4.16% | 2.18% | 48.02% | - |
| CME Group (CME) | 3.95% | 3.02% | 45.09% | - |
 EOG Resources (EOG) | 3.24% | 8.01% | 39.48% | - |
 Albemarle (ALB) | 2.96% | 14.63% | 29.91% | - |
 Lululemon (LULU) | 2.9% | 3.33% | 14.22% | - |
| eBay (EBAY) | 2.21% | 3.23% | 42.41% | - |
 ResMed (RMD) | 2.09% | 1.96% | 39.66% | - |
 Franklin Resources (BEN) | 2.08% | 2.39% | 25.52% | - |
 UnitedHealth (UNH) | 1.8% | 5.81% | 26.29% | - |
 Workday (WDAY) | 1.51% | 0.93% | 39.66% | - |
 The Cheesecake Factory (CAKE) | 1.44% | 2.62% | 39.66% | - |
 Chewy (CHWY) | 1.37% | 0% | 9.66% | 1/30/2025 |
 Semler Scientific (SMLR) | 1.16% | 0% | 3.19% | 5/17/2024 |
 Alphabet (GOOG) | 1.13% | 0% | 1.21% | 6/18/2024 |
 Tesla (TSLA) | 1.07% | 0% | 3.97% | 7/8/2024 |
 Shopify (SHOP) | 0.88% | 0% | 3.36% | 9/3/2024 |
 Lumentum (LITE) | 0.81% | 0% | 9.22% | 1/30/2025 |
 Intel (INTC) | 0.79% | 0% | 11.72% | 3/24/2025 |
 Pfizer (PFE) | 0.57% | 0% | 6.9% | 3/31/2025 |
 Community Bank (CBU) | 0.55% | 2.14% | 16.21% | - |
 LyondellBasell (LYB) | 0.51% | 6.99% | 14.05% | - |
 Palo Alto Networks (PANW) | 0.38% | 0% | 2.67% | 7/24/2024 |
 Evolution (EVO.ST) | 0.31% | 0% | 0.95% | 5/17/2024 |
 Qualys (QLYS) | 0.31% | 3.25% | 8.1% | - |
 Fluor (FLR.US) | 0.29% | 0% | 1.55% | 10/4/2024 |
 Bio-Techne (TECH) | 0.28% | 3.78% | 6.29% | - |
 NVIDIA (NVDA) | 0.28% | 0% | 0.95% | 7/9/2024 |
 Floor & Decor (FND) | 0.26% | 0% | 0.86% | 9/13/2024 |
 Apple (AAPL) | 0.26% | 0% | 0.6% | 8/12/2024 |
 Papa John's (PZZA) | 0.24% | 4.17% | 6.29% | - |
 Microsoft (MSFT.RTH) | 0.17% | 0% | 0.78% | 7/24/2024 |
 CarMax (KMX) | 0.15% | 2.38% | 6.29% | - |
 Centene (CNC) | 0.14% | 1.85% | 6.29% | - |
 Citi (C) | 0.12% | 0% | 1.21% | 10/7/2024 |
 Molina (MOH) | 0.12% | 1.86% | 6.29% | - |
 Intuit (INTU) | 0.11% | 0% | 2.07% | 6/16/2025 |
 Paycom (PAYC) | 0.11% | 0% | 4.4% | 1/30/2025 |
 Netflix (NFLX) | 0.09% | 0% | 0.17% | 5/3/2024 |
 Meta (META) | 0.09% | 0% | 0.34% | 8/16/2024 |
 PayPal (PYPL) | 0.08% | 0% | 0.26% | 8/22/2024 |
 Wix (WIX) | 0.05% | 0% | 0.26% | 10/7/2024 |
 Accenture (ACN) | 0.05% | 0% | 0.34% | 6/14/2024 |
 Gartner Inc (IT.RTH) | 0.02% | 2.28% | 0.86% | - |
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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