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Portfolio Diversification
Range
Most Diversified
21 instruments
November 26, 2025
Least Diversified
0 instruments
November 16, 2023
Average
6.5 instruments
Most Consistent Holdings
Top 5
BRK.B73.48%
COR19.63%
HEI19.63%
NEM19.28%
BA18.81%
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) | 67.74% | 0% | 73.48% | 12/29/2025 |
| Newmont (NEM) | 1.78% | 6.27% | 19.28% | - |
 Dollar General (DG.US) | 1.33% | 0% | 18.81% | 12/29/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 1.26% | 34.36% | 5.72% | - |
 Uber (UBER) | 1.22% | 0% | 18.81% | 12/29/2025 |
 Cardinal Health (CAH) | 1.03% | 0% | 18.81% | 12/29/2025 |
 Philip Morris (PM) | 0.95% | 0% | 18.81% | 12/29/2025 |
| Cencora (COR) | 0.77% | 0% | 19.63% | 12/29/2025 |
 United Therapeutics (UTHR) | 0.75% | 0% | 9.11% | 3/17/2026 |
 Invesco (IVZ.US) | 0.73% | 6.62% | 9.81% | - |
 C.H. Robinson (CHRW) | 0.68% | 0% | 7.59% | 3/4/2026 |
 NRG Energy (NRG) | 0.65% | 0% | 18.81% | 12/29/2025 |
 CVS Health (CVS) | 0.64% | 0% | 18.81% | 12/29/2025 |
 Western Digital (WDC) | 0.6% | 0% | 6.07% | 2/19/2026 |
 AppLovin (APP) | 0.59% | 5.41% | 9.81% | - |
 Bridgebio (BBIO) | 0.57% | 5.62% | 9.81% | - |
 Ionis (IONS) | 0.56% | 5.18% | 9.81% | - |
 GE (GE) | 0.55% | 0% | 18.81% | 12/29/2025 |
 ICE (ICE) | 0.54% | 0% | 18.81% | 12/29/2025 |
 IBM (IBM) | 0.53% | 0% | 18.81% | 12/29/2025 |
| Heico (HEI) | 0.53% | 0% | 19.63% | 12/29/2025 |
 AT&T (T) | 0.52% | 0% | 18.81% | 12/29/2025 |
 Jabil (JBL) | 0.5% | 0% | 18.81% | 12/29/2025 |
 McKesson (MCK) | 0.49% | 0% | 18.81% | 12/29/2025 |
 Ross Stores (ROST) | 0.48% | 0% | 9.35% | 3/19/2026 |
 Expedia (EXPE) | 0.48% | 4.72% | 9.81% | - |
 HCA (HCA) | 0.48% | 0% | 18.81% | 12/29/2025 |
 Amphenol (APH) | 0.45% | 0% | 18.81% | 12/29/2025 |
| Boeing (BA) | 0.41% | 0% | 18.81% | 12/29/2025 |
 Exact Sciences (EXAS) | 0.4% | 0% | 8.18% | 3/9/2026 |
 Carvana (CVNA) | 0.4% | 0% | 18.81% | 12/29/2025 |
 Wayfair (W.US) | 0.39% | 3.13% | 9.81% | - |
 Yum (YUM) | 0.34% | 0% | 18.81% | 12/29/2025 |
 Unity (U) | 0.34% | 2.19% | 9.81% | - |
 Amkor (AMKR) | 0.33% | 0% | 9.11% | 3/17/2026 |
 Medpace (MEDP) | 0.25% | 2.28% | 9.81% | - |
 GM (GM) | 0.25% | 2.32% | 9.81% | - |
 Coca-Cola Consolidated (COKE) | 0.24% | 0% | 7.36% | 3/2/2026 |
 EchoStar (SATS) | 0.2% | 0% | 7.36% | 3/2/2026 |
 Madrigal (MDGL) | 0.19% | 1.84% | 9.81% | - |
 Bloom Energy (BE) | 0.17% | 0% | 4.09% | 2/2/2026 |
 MongoDB (MDB) | 0.16% | 1.21% | 9.81% | - |
 Transdigm (TDG) | 0.09% | 0% | 0.82% | 7/7/2025 |
 ResMed (RMD) | 0.08% | 0% | 0.82% | 7/7/2025 |
 Edwards Lifesciences (EW) | 0.07% | 0% | 0.82% | 7/7/2025 |
 Rollins (ROL) | 0.07% | 0% | 0.82% | 7/7/2025 |
 ConEd (ED) | 0.06% | 0% | 0.82% | 7/7/2025 |
 Tyler (TYL) | 0.05% | 0% | 0.82% | 7/7/2025 |
 Elevance Health (ELV) | 0.04% | 0% | 0.82% | 7/7/2025 |
 PG&E (PCG) | 0.04% | 0% | 0.82% | 7/7/2025 |
 NVIDIA (NVDA) | 0.04% | 8.87% | 0.47% | - |
 Home Depot (HD) | 0.04% | 0% | 0.82% | 7/7/2025 |
 ServiceNow (NOW) | 0.04% | 2.21% | 1.64% | - |
 Adobe (ADBE) | 0.04% | 2.21% | 1.64% | - |
 Enterprise Products (EPD) | 0.04% | 0% | 0.82% | 7/7/2025 |
 3M (MMM) | 0.03% | 0% | 0.82% | 7/7/2025 |
 Bristol-Myers Squibb (BMY) | 0.03% | 0% | 0.82% | 7/7/2025 |
 Amazon (AMZN) | 0.03% | 5.58% | 0.47% | - |
 UnitedHealth (UNH) | 0.02% | 0% | 0.82% | 7/7/2025 |
 NVR (NVR) | 0.02% | 0% | 0.82% | 7/7/2025 |
 Atmos (ATO) | 0.02% | 0% | 0.82% | 7/7/2025 |
 WEC Energy (WEC) | 0.02% | 0% | 0.82% | 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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