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Portfolio Diversification
Range
Most Diversified
21 instruments
November 26, 2025
Least Diversified
0 instruments
November 16, 2023
Average
5.8 instruments
Most Consistent Holdings
Top 5
BRK.B78.14%
COR20.87%
HEI20.87%
BA20%
GE20%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 16, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 72.03% | 0% | 78.14% | 12/29/2025 |
 Newmont (NEM) | 1.86% | 0% | 20% | 12/29/2025 |
 Dollar General (DG.US) | 1.41% | 0% | 20% | 12/29/2025 |
 Uber (UBER) | 1.3% | 0% | 20% | 12/29/2025 |
 Cardinal Health (CAH) | 1.1% | 0% | 20% | 12/29/2025 |
 Philip Morris (PM) | 1.01% | 0% | 20% | 12/29/2025 |
| Cencora (COR) | 0.82% | 0% | 20.87% | 12/29/2025 |
 NRG Energy (NRG) | 0.69% | 0% | 20% | 12/29/2025 |
 CVS Health (CVS) | 0.69% | 0% | 20% | 12/29/2025 |
| GE (GE) | 0.58% | 0% | 20% | 12/29/2025 |
 ICE (ICE) | 0.57% | 0% | 20% | 12/29/2025 |
 IBM (IBM) | 0.57% | 0% | 20% | 12/29/2025 |
| Heico (HEI) | 0.56% | 0% | 20.87% | 12/29/2025 |
 AT&T (T) | 0.55% | 0% | 20% | 12/29/2025 |
 Jabil (JBL) | 0.53% | 0% | 20% | 12/29/2025 |
 McKesson (MCK) | 0.52% | 0% | 20% | 12/29/2025 |
 HCA (HCA) | 0.51% | 0% | 20% | 12/29/2025 |
 Amphenol (APH) | 0.48% | 0% | 20% | 12/29/2025 |
| Boeing (BA) | 0.43% | 0% | 20% | 12/29/2025 |
 Carvana (CVNA) | 0.42% | 0% | 20% | 12/29/2025 |
 Western Digital (WDC) | 0.36% | 10.26% | 4.1% | - |
 Yum (YUM) | 0.36% | 0% | 20% | 12/29/2025 |
 C.H. Robinson (CHRW) | 0.35% | 9.65% | 4.1% | - |
 United Therapeutics (UTHR) | 0.33% | 7.79% | 4.1% | - |
 Invesco (IVZ.US) | 0.32% | 7.53% | 4.1% | - |
 AppLovin (APP) | 0.29% | 5.59% | 4.1% | - |
 Bridgebio (BBIO) | 0.25% | 6.13% | 4.1% | - |
 Ionis (IONS) | 0.23% | 5.83% | 4.1% | - |
 Expedia (EXPE) | 0.22% | 5.14% | 4.1% | - |
 Unity (U) | 0.2% | 3.35% | 4.1% | - |
 Ross Stores (ROST) | 0.2% | 4.9% | 4.1% | - |
 Exact Sciences (EXAS) | 0.2% | 4.81% | 4.1% | - |
 Wayfair (W.US) | 0.19% | 4.32% | 4.1% | - |
 Bloom Energy (BE) | 0.17% | 4.88% | 4.1% | - |
 Amkor (AMKR) | 0.15% | 3.67% | 4.1% | - |
 Coca-Cola Consolidated (COKE) | 0.12% | 3.08% | 4.1% | - |
 Medpace (MEDP) | 0.12% | 2.83% | 4.1% | - |
 EchoStar (SATS) | 0.12% | 2.68% | 4.1% | - |
 GM (GM) | 0.1% | 2.59% | 4.1% | - |
 Transdigm (TDG) | 0.09% | 0% | 0.87% | 7/7/2025 |
 Madrigal (MDGL) | 0.09% | 1.97% | 4.1% | - |
 ResMed (RMD) | 0.08% | 0% | 0.87% | 7/7/2025 |
 Edwards Lifesciences (EW) | 0.08% | 0% | 0.87% | 7/7/2025 |
 Rollins (ROL) | 0.08% | 0% | 0.87% | 7/7/2025 |
 MongoDB (MDB) | 0.07% | 1.66% | 4.1% | - |
 ConEd (ED) | 0.07% | 0% | 0.87% | 7/7/2025 |
 Tyler (TYL) | 0.05% | 0% | 0.87% | 7/7/2025 |
 Elevance Health (ELV) | 0.05% | 0% | 0.87% | 7/7/2025 |
 PG&E (PCG) | 0.05% | 0% | 0.87% | 7/7/2025 |
 Home Depot (HD) | 0.04% | 0% | 0.87% | 7/7/2025 |
 Enterprise Products (EPD) | 0.04% | 0% | 0.87% | 7/7/2025 |
 3M (MMM) | 0.03% | 0% | 0.87% | 7/7/2025 |
 Bristol-Myers Squibb (BMY) | 0.03% | 0% | 0.87% | 7/7/2025 |
 UnitedHealth (UNH) | 0.03% | 0% | 0.87% | 7/7/2025 |
 NVR (NVR) | 0.02% | 0% | 0.87% | 7/7/2025 |
 Atmos (ATO) | 0.02% | 0% | 0.87% | 7/7/2025 |
 WEC Energy (WEC) | 0.02% | 0% | 0.87% | 7/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| United Therapeutics (UTHR) | 8.65% | 8.5% |
| AppLovin (APP) | 8.67% | 8.37% |
| C.H. Robinson (CHRW) | 8.45% | 8.37% |
| Invesco (IVZ.US) | 7.65% | 7.63% |
| Western Digital (WDC) | 7.71% | 7.43% |
| Bridgebio (BBIO) | 6.1% | 6.37% |
| Ionis (IONS) | 5.74% | 5.86% |
| Expedia (EXPE) | 5.74% | 5.78% |
| Unity (U) | 5.27% | 5.35% |
| Exact Sciences (EXAS) | 4.9% | 5.01% |
| Ross Stores (ROST) | 4.9% | 4.91% |
| Wayfair (W.US) | 4.37% | 4.4% |
| Coca-Cola Consolidated (COKE) | 3.34% | 3.26% |
| Amkor (AMKR) | 3.13% | 3.15% |
| Bloom Energy (BE) | 2.85% | 2.94% |
| Medpace (MEDP) | 2.84% | 2.87% |
| EchoStar (SATS) | 2.54% | 2.7% |
| GM (GM) | 2.64% | 2.64% |
| Madrigal (MDGL) | 2.48% | 2.47% |
| MongoDB (MDB) | 2% | 1.97% |
Cash & Instruments Over Time
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