Portfolio Diversification
Range
Most Diversified
68 instruments
October 21, 2025
Least Diversified
0 instruments
February 2, 2025
Average
55.2 instruments
Most Consistent Holdings
Top 5
AAPL99.85%
GOOG99.85%
META99.85%
MSFT99.85%
AMZN99.85%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 10.66% | 8.81% | 99.85% | - |
| Microsoft (MSFT) | 9.7% | 8.57% | 99.85% | - |
 NVIDIA (NVDA) | 5.92% | 9.34% | 99.85% | - |
| Amazon (AMZN) | 4.91% | 4.59% | 99.85% | - |
| Alphabet (GOOG) | 3.17% | 5.76% | 99.85% | - |
| Meta (META) | 3.05% | 3.95% | 99.85% | - |
 Alphabet (GOOGL) | 2.47% | 0% | 85.41% | 4/7/2025 |
 Visa (V) | 2.06% | 1.32% | 99.85% | - |
 TSMC (TSM) | 2.01% | 2.87% | 99.85% | - |
 UnitedHealth (UNH) | 1.78% | 1.41% | 99.85% | - |
 AMD (AMD) | 1.73% | 2.91% | 99.85% | - |
 Mastercard (MA) | 1.67% | 1.06% | 99.85% | - |
 Deckers (DECK) | 1.52% | 1.46% | 99.85% | - |
 Axon (AXON.RTH) | 1.52% | 3.52% | 99.85% | - |
 Netflix (NFLX) | 1.5% | 2.24% | 99.85% | - |
 Tencent (0700.HK) | 1.43% | 1.13% | 99.85% | - |
 Adobe (ADBE) | 1.13% | 0.94% | 99.85% | - |
 SoFi (SOFI) | 1.12% | 0% | 84.52% | 4/7/2025 |
 Regeneron (REGN.RTH) | 1.12% | 0.39% | 99.85% | - |
 Home Depot (HD) | 1.1% | 0% | 83.64% | 3/14/2025 |
 Monolithic Power (MPWR) | 1.06% | 0.86% | 99.85% | - |
 Lam Research (LRCX.RTH) | 1.05% | 1.07% | 99.85% | - |
 JPMorgan (JPM) | 1% | 0.84% | 99.85% | - |
 Manhattan Associates (MANH) | 0.99% | 0.69% | 99.85% | - |
 Copart (CPRT) | 0.97% | 0% | 92.26% | 7/9/2025 |
 ASML (ASML.RTH) | 0.97% | 1.71% | 99.85% | - |
 Tractor Supply (TSCO) | 0.97% | 0% | 98.89% | 10/7/2025 |
 Churchill Downs (CHDN) | 0.94% | 0.36% | 99.85% | - |
 Old Dominion (ODFL) | 0.94% | 0.36% | 99.85% | - |
 Builders FirstSource (BLDR) | 0.89% | 0.69% | 81.8% | - |
 Saia (SAIA) | 0.86% | 0% | 86.51% | 9/12/2025 |
 Moody's (MCO) | 0.86% | 0% | 98.89% | 10/7/2025 |
 Intuit (INTU.RTH) | 0.78% | 0% | 96.76% | 9/8/2025 |
 MSCI (MSCI) | 0.78% | 0.74% | 99.71% | - |
 Sherwin-Williams (SHW) | 0.75% | 0% | 83.64% | 3/14/2025 |
 Shopify (SHOP) | 0.74% | 0% | 89.24% | 7/1/2025 |
 Alibaba (9988.HK) | 0.7% | 0% | 74.43% | 11/8/2024 |
 Disney (DIS) | 0.66% | 0.33% | 99.85% | - |
 Pool Corp. (POOL) | 0.62% | 0.42% | 85.48% | - |
 PayPal (PYPL) | 0.62% | 0% | 78.41% | 1/3/2025 |
 Tesla (TSLA) | 0.61% | 0% | 50.33% | 9/26/2025 |
 West Pharma (WST) | 0.6% | 0% | 72.22% | 10/9/2024 |
 Repligen (RGEN) | 0.58% | 0% | 90.64% | 9/8/2025 |
 Darling (DAR) | 0.57% | 0.45% | 76.79% | - |
 DexCom (DXCM.RTH) | 0.54% | 0.44% | 74.28% | - |
 Boeing (BA) | 0.54% | 0% | 55.27% | 6/12/2025 |
 IDEXX (IDXX) | 0.54% | 0% | 72.51% | 10/28/2024 |
 Comcast (CMCSA.RTH) | 0.53% | 0.41% | 74.58% | - |
 Zebra (ZBRA) | 0.53% | 0% | 92.11% | 7/9/2025 |
 Invesco QQQ (QQQ) | 0.52% | 2.15% | 19.9% | - |
 JD (9618.HK) | 0.51% | 0% | 74.21% | 11/8/2024 |
 Etsy (ETSY) | 0.49% | 0% | 72.22% | 10/9/2024 |
 Trex (TREX) | 0.49% | 0.4% | 74.94% | - |
 Enphase (ENPH) | 0.44% | 0.4% | 55.86% | - |
 Align (ALGN) | 0.41% | 0.43% | 77.67% | - |
 Adyen (ADYEN.NV) | 0.38% | 0% | 46.28% | 8/15/2025 |
 3M (MMM) | 0.36% | 0% | 40.53% | 4/4/2025 |
 Generac (GNRC) | 0.35% | 0% | 46.65% | 10/25/2023 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.33% | 1.8% | 14.81% | - |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.33% | 1.76% | 14.89% | - |
 Intel (INTC) | 0.31% | 0.56% | 42.96% | - |
 Broadcom (AVGO) | 0.3% | 1.62% | 33.6% | - |
 LVMH (MC.PA) | 0.29% | 0.5% | 33.16% | - |
 LendingTree (TREE) | 0.23% | 0% | 42.08% | 8/20/2023 |
 SVB (SIVBQ) | 0.21% | 0% | 31.54% | 3/29/2023 |
 Ternium (TX) | 0.2% | 0.44% | 30.29% | - |
 Ford (F) | 0.2% | 0% | 18.42% | 7/7/2025 |
 Micron (MU) | 0.16% | 0% | 26.38% | 8/1/2025 |
 Nike (NKE) | 0.14% | 0.19% | 34.64% | - |
 Goodyear (GT) | 0.12% | 0% | 15.33% | 4/7/2025 |
 Eli Lilly (LLY) | 0.12% | 0% | 23.58% | 10/7/2025 |
 Palo Alto Networks (PANW) | 0.12% | 1.05% | 15.99% | - |
 Applied Materials (AMAT.RTH) | 0.12% | 1.09% | 14.44% | - |
 Vanguard Information Technology (VGT) | 0.11% | 1.95% | 5.6% | - |
 Crocs (CROX) | 0.11% | 0.4% | 15.62% | - |
 ARM (ARM) | 0.11% | 0.56% | 17.02% | - |
 Salesforce (CRM) | 0.1% | 1.04% | 10.83% | - |
 Johnson & Johnson (JNJ) | 0.08% | 0% | 5.31% | 3/14/2022 |
 Western Digital (WDC) | 0.08% | 0% | 12.38% | 8/1/2025 |
 Qualcomm (QCOM) | 0.07% | 0.52% | 12.6% | - |
 Novo-Nordisk (NVO) | 0.04% | 0.25% | 10.69% | - |
 Lithium Americas (LAC) | 0.04% | 0.59% | 5.67% | - |
 Analog Devices (ADI) | 0.03% | 0% | 10.32% | 6/18/2025 |
 Rigetti (RGTI) | 0.03% | 1.62% | 2.43% | - |
 Cadence (CDNS) | 0.03% | 0% | 3.76% | 5/28/2025 |
 D-Wave (QBTS.RTH) | 0.03% | 1.39% | 2.43% | - |
 Whitestone (WSR) | 0.02% | 0.43% | 5.08% | - |
 Gevo (GEVO) | 0.02% | 1.06% | 1.99% | - |
 Allison (ALSN) | 0.01% | 0% | 2.51% | 9/8/2025 |
 Iris Energy (IREN) | 0.01% | 0.76% | 1.92% | - |
 Heritage Insurance (HRTG) | 0.01% | 0.38% | 2.06% | - |
 BMW (BMW.DE) | 0.01% | 0% | 1.03% | 7/3/2025 |
 Coeur (CDE) | 0.01% | 0.75% | 1.4% | - |
 AppLovin (APP.RTH) | 0.01% | 0.6% | 0.96% | - |
 Solventum (SOLV) | 0.01% | 0% | 4.72% | 6/6/2024 |
 Centrus (LEU) | 0% | 0.71% | 0.88% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 0.15% | 8/7/2024 |
 Oklo (OKLO.RTH) | 0% | 0.19% | 0.59% | - |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0% | 0% | 0.07% | 8/6/2024 |
 Navitas Semiconductor (NVTS) | 0% | 0.48% | 0.29% | - |
 Ferrari (RACE) | 0% | 0.53% | 0.22% | - |
 Constellation Energy (CEG.RTH) | 0% | 0.21% | 0.37% | - |
 BWX Technologies (BWXT) | 0% | 0.21% | 0.37% | - |
 NuScale Power (SMR) | 0% | 0.2% | 0.37% | - |
 Cameco (CCJ) | 0% | 0.2% | 0.37% | - |
 Meituan (03690.HK) | 0% | 0% | 0.44% | 4/4/2023 |
 Clearwater (CWAN) | 0% | 0.23% | 0.07% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 8.65% | 10.86% |
| NVIDIA (NVDA) | 1.87% | 8.66% |
| Microsoft (MSFT) | 8.06% | 8.49% |
| Amazon (AMZN) | 5.41% | 5.15% |
| Meta (META) | 3.15% | 3.73% |
| Alphabet (GOOGL) | 2.95% | 2.92% |
| Alphabet (GOOG) | 2.85% | 2.83% |
| Deckers (DECK) | 0.98% | 2.3% |
| TSMC (TSM) | 1.97% | 2.29% |
| Axon (AXON.RTH) | 0.98% | 2.28% |
| Visa (V) | 1.97% | 1.95% |
| Netflix (NFLX) | 1.67% | 1.84% |
| SoFi (SOFI) | 0.98% | 1.68% |
| Mastercard (MA) | 1.48% | 1.6% |
| AMD (AMD) | 2.48% | 1.57% |
| Tesla (TSLA) | 0.98% | 1.52% |
| Monolithic Power (MPWR) | 1.77% | 1.4% |
| Ford (F) | 2.01% | 1.39% |
| LVMH (MC.PA) | 1.81% | 1.34% |
| UnitedHealth (UNH) | 1.48% | 1.28% |
| Tencent (0700.HK) | 1.97% | 1.22% |
| Adobe (ADBE) | 2.2% | 1.22% |
| Boeing (BA) | 1.48% | 1.11% |
| Home Depot (HD) | 1.28% | 1.08% |
| JPMorgan (JPM) | 0.98% | 1.07% |
| Manhattan Associates (MANH) | 0.98% | 1.06% |
| Copart (CPRT) | 0.98% | 1.05% |
| Saia (SAIA) | 0.98% | 0.96% |
| ASML (ASML.RTH) | 1.49% | 0.95% |
| Ternium (TX) | 1.49% | 0.94% |
| 3M (MMM) | 0.9% | 0.9% |
| Lam Research (LRCX.RTH) | 0.98% | 0.87% |
| Shopify (SHOP) | 0.98% | 0.86% |
| Moody's (MCO) | 0.98% | 0.85% |
| Intel (INTC) | 1.48% | 0.85% |
| Tractor Supply (TSCO) | 0.98% | 0.83% |
| Broadcom (AVGO) | 0.79% | 0.82% |
| Goodyear (GT) | 0.98% | 0.81% |
| Churchill Downs (CHDN) | 0.98% | 0.8% |
| Enphase (ENPH) | 1.73% | 0.79% |
| Regeneron (REGN.RTH) | 0.98% | 0.79% |
| Sherwin-Williams (SHW) | 0.98% | 0.77% |
| Old Dominion (ODFL) | 0.98% | 0.73% |
| Intuit (INTU.RTH) | 0.98% | 0.72% |
| Nike (NKE) | 1.02% | 0.72% |
| MSCI (MSCI) | 0.75% | 0.66% |
| PayPal (PYPL) | 0.58% | 0.6% |
| Eli Lilly (LLY) | 0.79% | 0.58% |
| Builders FirstSource (BLDR) | 0.98% | 0.57% |
| Disney (DIS) | 1.18% | 0.53% |
| Zebra (ZBRA) | 0.57% | 0.51% |
| Pool Corp. (POOL) | 0.59% | 0.48% |
| Micron (MU) | 0.63% | 0.43% |
| Repligen (RGEN) | 0.39% | 0.33% |