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Portfolio Diversification
Range
Most Diversified
59 instruments
March 3, 2026
Least Diversified
0 instruments
March 11, 2025
Average
51.6 instruments
Most Consistent Holdings
Top 5
TSLA98.57%
LLY98.57%
AMZN98.57%
V98.57%
WM98.57%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 11, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 5.06% | 5.4% | 98.57% | - |
 Alphabet (GOOG) | 4.91% | 5.6% | 98.57% | - |
 Meta (META) | 4.86% | 4.01% | 98.57% | - |
 Microsoft (MSFT) | 4.45% | 4.17% | 98.57% | - |
| Visa (V) | 4.26% | 4.05% | 98.57% | - |
 Bitcoin (BTC) | 3.69% | 3.23% | 98.57% | - |
 Hermes (RMS.PA) | 3.31% | 3.29% | 98.57% | - |
 Emcor (EME) | 2.61% | 2.48% | 98.57% | - |
 Texas Pacific (TPL) | 2.55% | 2.18% | 98.57% | - |
 Heico (HEI) | 2.13% | 1.59% | 98.57% | - |
| Tesla (TSLA) | 2.11% | 1.79% | 98.57% | - |
 Broadcom (AVGO) | 2.04% | 2.31% | 98.57% | - |
 Brookfield (BN.US) | 2.03% | 2.23% | 98.57% | - |
 ASML (ASML.NV) | 2.02% | 1.88% | 98.57% | - |
 Zoetis (ZTS) | 1.81% | 1.46% | 98.57% | - |
 TSMC (TSM) | 1.75% | 2.18% | 94.27% | - |
 Berkshire Hathaway (BRK.B) | 1.7% | 1.51% | 98.57% | - |
| Eli Lilly (LLY) | 1.7% | 1.76% | 98.57% | - |
 Apple (AAPL) | 1.65% | 1.54% | 98.57% | - |
 S&P Global (SPGI) | 1.62% | 1.56% | 98.57% | - |
| Waste Management (WM) | 1.62% | 1.25% | 98.57% | - |
 Thermo Fisher (TMO) | 1.56% | 1.37% | 98.57% | - |
 MSCI (MSCI) | 1.42% | 1.4% | 98.57% | - |
 Booking (BKNG) | 1.41% | 1.32% | 98.57% | - |
 Linde (LIN) | 1.36% | 0.93% | 98.57% | - |
 MercadoLibre (MELI) | 1.29% | 1.35% | 98.57% | - |
 Euronext (ENX.PA) | 1.22% | 1.16% | 98.57% | - |
 Novo Nordisk (NOVO-B.CO) | 1.21% | 0% | 56.32% | 11/5/2025 |
 FICO (FICO) | 1.21% | 1.51% | 98.57% | - |
 O'Reilly Auto (ORLY) | 1.14% | 1.06% | 98.57% | - |
 Diploma (DPLM.L) | 1.13% | 1.69% | 98.57% | - |
 Axon (AXON) | 1.08% | 1.03% | 98.57% | - |
 Brown & Brown (BRO) | 1.05% | 0% | 76.13% | 1/27/2026 |
 Hawkins (HWKN) | 1.01% | 1.07% | 92.36% | - |
 Costco (COST) | 0.99% | 0.92% | 98.57% | - |
 Investor AB ser. B (INVEB.ST) | 0.98% | 0% | 41.77% | 9/5/2025 |
 Games Workshop (GAW.L) | 0.98% | 0.95% | 98.57% | - |
 EssilorLuxottica (EL.PA) | 0.95% | 1.12% | 98.57% | - |
 McDonald's (MCD) | 0.91% | 0% | 93.08% | 4/9/2026 |
 Rollins (ROL) | 0.9% | 1% | 93.56% | - |
 Copart (CPRT) | 0.88% | 0% | 60.86% | 11/24/2025 |
 Robertet SA (RBT.PA) | 0.84% | 0% | 78.28% | 3/3/2026 |
 Stryker (SYK) | 0.76% | 0% | 51.07% | 10/14/2025 |
 Synopsys (SNPS) | 0.76% | 0% | 56.32% | 11/5/2025 |
 Badger Meter (BMI) | 0.71% | 1.11% | 65.63% | - |
 AstraZeneca (AZN.L) | 0.63% | 1.3% | 42.24% | - |
 Royal Gold (RGLD) | 0.59% | 0.84% | 52.74% | - |
 Ensign Group (ENSG) | 0.59% | 0.92% | 65.63% | - |
 Intuitive Surgical (ISRG) | 0.57% | 1.21% | 47.49% | - |
 CTS Eventim (EVD.DE) | 0.56% | 0% | 45.82% | 9/22/2025 |
 Lifco AB (publ) (LIFCOb.ST) | 0.54% | 0% | 34.37% | 1/27/2026 |
 Adobe (ADBE) | 0.54% | 0% | 40.57% | 4/9/2026 |
 Rocket Lab (RKLB) | 0.51% | 1.44% | 37.71% | - |
 AMETEK (AME) | 0.48% | 0% | 32.94% | 7/30/2025 |
 Rheinmetall (RHM.DE) | 0.46% | 1% | 40.33% | - |
 Cadence (CDNS) | 0.43% | 1.25% | 42.24% | - |
 Sherwin-Williams (SHW) | 0.42% | 0% | 44.39% | 9/16/2025 |
 Roper (ROP) | 0.39% | 0% | 32.94% | 7/30/2025 |
 Addtech AB (ADDTb.ST) | 0.38% | 1.77% | 22.43% | - |
 Fortinet (FTNT) | 0.37% | 1.26% | 31.98% | - |
 Halma (HLMA.L) | 0.36% | 0.98% | 40.1% | - |
 Lotus Bakeries NV (LOTB.BR) | 0.35% | 1.1% | 31.98% | - |
 HCA (HCA) | 0.35% | 0% | 32.94% | 7/30/2025 |
 Vidrala (VID.MC) | 0.31% | 0% | 32.94% | 7/30/2025 |
 ASUR (ASR) | 0.29% | 1.1% | 27.68% | - |
 Ferrari (RACE) | 0.26% | 1.06% | 25.3% | - |
 TransMedics (TMDX) | 0.24% | 1.1% | 22.43% | - |
 Straumann (STMN.ZU) | 0.24% | 1.18% | 22.43% | - |
 Tencent (0700.HK) | 0.23% | 0.99% | 23.87% | - |
 ADP (ADP) | 0.23% | 0% | 19.57% | 10/20/2025 |
 Kinsale (KNSL) | 0.23% | 0% | 22.2% | 3/25/2026 |
 US Lime (USLM) | 0.22% | 1% | 20.76% | - |
 Amphenol (APH) | 0.2% | 1.56% | 14.32% | - |
 Kongsberg Gruppen ASA (KOG.OL) | 0.2% | 0% | 25.06% | 11/13/2025 |
 Graco (GGG) | 0.13% | 0% | 14.08% | 11/14/2025 |
 Cintas (CTAS) | 0.12% | 0.93% | 14.08% | - |
 Markel (MKL) | 0.08% | 0.88% | 8.83% | - |
 NVR (NVR) | 0.07% | 0% | 6.21% | 4/9/2025 |
 Descartes Systems Group Inc (DSGX) | 0.06% | 1.2% | 5.49% | - |
 Balchem (BCPC) | 0.06% | 0% | 6.21% | 4/9/2025 |
 Foreign & Colonial (FCIT.L) | 0.06% | 0% | 4.3% | 4/1/2025 |
 Coca-Cola Consolidated (COKE) | 0.05% | 1.02% | 5.49% | - |
 DSV (DSV.CO) | 0.05% | 0% | 5.01% | 4/4/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 3.38% | 5.65% |
| Meta (META) | 4.72% | 4.62% |
| Amazon (AMZN) | 4.36% | 4.61% |
| Visa (V) | 4.59% | 4.21% |
| Microsoft (MSFT) | 3.53% | 3.87% |
| Hermes (RMS.PA) | 4.19% | 3.28% |
| Bitcoin (BTC) | 3.72% | 3.23% |
| Emcor (EME) | 1.69% | 2.45% |
| Texas Pacific (TPL) | 3.51% | 2.41% |
| Tesla (TSLA) | 1.42% | 2.25% |
| Eli Lilly (LLY) | 1.74% | 2.15% |
| Broadcom (AVGO) | 1.23% | 2.08% |
| ASML (ASML.NV) | 1.59% | 2.05% |
| Zoetis (ZTS) | 2.71% | 2.01% |
| Heico (HEI) | 1.77% | 1.94% |
| Brookfield (BN.US) | 1.63% | 1.93% |
| TSMC (TSM) | 1.14% | 1.82% |
| Berkshire Hathaway (BRK.B) | 2.02% | 1.76% |
| Linde (LIN) | 2.02% | 1.7% |
| Thermo Fisher (TMO) | 1.58% | 1.68% |
| Apple (AAPL) | 1.44% | 1.63% |
| Booking (BKNG) | 1.64% | 1.61% |
| Brown & Brown (BRO) | 2.28% | 1.59% |
| Waste Management (WM) | 1.8% | 1.54% |
| Lifco AB (publ) (LIFCOb.ST) | 1.65% | 1.51% |
| S&P Global (SPGI) | 1.56% | 1.46% |
| AstraZeneca (AZN.L) | 1.5% | 1.44% |
| MSCI (MSCI) | 1.56% | 1.43% |
| Adobe (ADBE) | 1.57% | 1.4% |
| Rocket Lab (RKLB) | 0.95% | 1.39% |
| Royal Gold (RGLD) | 1.28% | 1.33% |
| MercadoLibre (MELI) | 1.55% | 1.33% |
| FICO (FICO) | 1.35% | 1.18% |
| Axon (AXON) | 1.26% | 1.14% |
| Euronext (ENX.PA) | 1.28% | 1.13% |
| Intuitive Surgical (ISRG) | 1% | 1.13% |
| O'Reilly Auto (ORLY) | 1.24% | 1.09% |
| Robertet SA (RBT.PA) | 1.15% | 1.08% |
| Rheinmetall (RHM.DE) | 1.39% | 1.08% |
| Badger Meter (BMI) | 1.29% | 1.04% |
| McDonald's (MCD) | 1.14% | 1.01% |
| Hawkins (HWKN) | 0.88% | 0.99% |
| Kinsale (KNSL) | 1.15% | 0.98% |
| Games Workshop (GAW.L) | 0.85% | 0.98% |
| Diploma (DPLM.L) | 0.82% | 0.97% |
| Rollins (ROL) | 1.04% | 0.96% |
| Fortinet (FTNT) | 1.09% | 0.95% |
| Lotus Bakeries NV (LOTB.BR) | 1.04% | 0.91% |
| EssilorLuxottica (EL.PA) | 1.02% | 0.9% |
| Ensign Group (ENSG) | 0.91% | 0.87% |
| Costco (COST) | 1.04% | 0.86% |
| Halma (HLMA.L) | 0.92% | 0.84% |
| Cadence (CDNS) | 0.97% | 0.81% |
Cash & Instruments Over Time
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