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Portfolio Diversification
Range
Most Diversified
143 instruments
May 16, 2025
Least Diversified
0 instruments
June 8, 2024
Average
103.6 instruments
Most Consistent Holdings
Top 5
PFE81.15%
BAYN.DE80.61%
D80.22%
MO79.6%
NKE79.52%
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 |
|---|---|---|---|---|
 UnitedHealth (UNH) | 2.54% | 7.22% | 78.82% | - |
 Walgreens (WBA) | 1.82% | 0% | 52.13% | 7/11/2025 |
 Accenture (ACN) | 1.73% | 5.98% | 75.95% | - |
 Tesla (TSLA) | 1.36% | 1.2% | 59.58% | - |
| Dominion Energy (D) | 1.35% | 0.2% | 80.22% | - |
 Alibaba (BABA) | 1.34% | 0.96% | 76.57% | - |
 Valeo (FR.PA) | 1.33% | 1.16% | 77.81% | - |
 Warner Bros Discovery (WBD) | 1.3% | 0% | 63.77% | 12/9/2025 |
 American Airlines (AAL) | 1.21% | 1.1% | 78.2% | - |
| Bayer (BAYN.DE) | 1.21% | 1.25% | 80.61% | - |
 Leggett & Platt (LEG) | 1.12% | 1.84% | 78.2% | - |
 FedEx (FDX) | 1.09% | 1.21% | 76.03% | - |
 Kraft Heinz (KHC) | 1.06% | 0.88% | 78.04% | - |
 US Bancorp (USB) | 0.97% | 0.21% | 76.34% | - |
 Hormel (HRL) | 0.94% | 2.31% | 76.8% | - |
 Meta (META) | 0.93% | 0.15% | 73.24% | - |
 Constellation Brands (STZ) | 0.92% | 2.16% | 69.43% | - |
| Altria (MO) | 0.9% | 1.18% | 79.6% | - |
 AT&T (T.US) | 0.88% | 0.15% | 77.81% | - |
 J.B.Hunt (JBHT) | 0.85% | 1.9% | 76.65% | - |
 Realty Income (O) | 0.84% | 0.18% | 77.19% | - |
 Cardinal Health (CAH) | 0.83% | 1.41% | 75.8% | - |
| Nike (NKE) | 0.82% | 2.17% | 79.52% | - |
 PayPal (PYPL) | 0.78% | 2.69% | 76.26% | - |
 Cronos (CRON) | 0.77% | 0% | 55.7% | 9/25/2025 |
 Shell (SHEL) | 0.77% | 0.21% | 76.26% | - |
 Chevron (CVX.US) | 0.75% | 0.2% | 76.34% | - |
 Stanley Black & Decker (SWK) | 0.75% | 1.29% | 73.47% | - |
 Merck (MRK) | 0.75% | 1.33% | 76.26% | - |
 ExxonMobil (XOM) | 0.74% | 0.22% | 75.87% | - |
| Pfizer (PFE) | 0.71% | 0.95% | 81.15% | - |
 Procter & Gamble (PG) | 0.71% | 0.9% | 76.34% | - |
 Palantir (PLTR) | 0.7% | 0.59% | 70.99% | - |
 Genuine Parts (GPC) | 0.69% | 1.05% | 78.04% | - |
 Comcast (CMCSA) | 0.69% | 0.67% | 78.98% | - |
 Adidas (ADS.DE) | 0.69% | 0.95% | 73.39% | - |
 Deere (DE) | 0.68% | 1.16% | 73.47% | - |
 Oracle (ORCL) | 0.68% | 2% | 72.92% | - |
 Renault (RNO.PA) | 0.68% | 0.69% | 76.11% | - |
 Eli Lilly (LLY) | 0.67% | 1.61% | 75.72% | - |
 Adobe (ADBE) | 0.67% | 2.25% | 75.8% | - |
 HP (HPQ) | 0.66% | 0.88% | 76.65% | - |
 Waste Management (WM) | 0.66% | 0.96% | 73.31% | - |
 Volkswagen (VOW3.DE) | 0.64% | 0.12% | 75.95% | - |
 Whirlpool (WHR) | 0.63% | 1.75% | 78.98% | - |
 Bank of America (BAC) | 0.62% | 0.21% | 76.26% | - |
 NVIDIA (NVDA) | 0.62% | 0.27% | 74.09% | - |
 Medtronic (MDT.US) | 0.61% | 0.13% | 76.49% | - |
 eToro Group LTD (ETOR) | 0.61% | 2.22% | 32.89% | - |
 Netflix (NFLX) | 0.59% | 2.19% | 70.6% | - |
 Harley-Davidson (HOG) | 0.59% | 0.15% | 79.52% | - |
 Danaher (DHR) | 0.57% | 0.84% | 79.05% | - |
 Amgen (AMGN) | 0.56% | 1.16% | 75.02% | - |
 Stryker (SYK) | 0.56% | 0.79% | 76.11% | - |
 LVMH (MC.PA) | 0.53% | 0.87% | 76.03% | - |
 General Mills (GIS) | 0.53% | 0.66% | 76.8% | - |
 PNC (PNC) | 0.52% | 1.27% | 73.86% | - |
 Charter (CHTR) | 0.52% | 1.82% | 78.04% | - |
 Enbridge (ENB) | 0.51% | 1.1% | 77.81% | - |
 GE (GE) | 0.51% | 0.27% | 73% | - |
 Xiaomi (1810.HK) | 0.51% | 0.8% | 69.05% | - |
 Colgate (CL) | 0.5% | 0.97% | 73.62% | - |
 BMW (BMW.DE) | 0.5% | 0.82% | 76.49% | - |
 Roper (ROP) | 0.48% | 0.59% | 72.77% | - |
 Starbucks (SBUX) | 0.48% | 1.03% | 76.18% | - |
 Intel (INTC) | 0.48% | 0% | 73.31% | 5/5/2026 |
 Sony (SONY) | 0.48% | 0.15% | 78.82% | - |
 Union Pacific (UNP) | 0.48% | 1.23% | 73.55% | - |
 Alphabet (GOOG) | 0.47% | 0.26% | 75.72% | - |
 Microsoft (MSFT) | 0.46% | 0.14% | 75.33% | - |
 Boeing (BA) | 0.46% | 0.18% | 79.05% | - |
 Phillips 66 (PSX) | 0.45% | 0.26% | 73.24% | - |
 Clorox (CLX) | 0.45% | 0.7% | 73.55% | - |
 Coca-Cola (KO) | 0.45% | 0.2% | 76.49% | - |
 Home Depot (HD) | 0.45% | 0.94% | 73.47% | - |
 Continental (CON.DE) | 0.45% | 0.17% | 78.59% | - |
 ITW (ITW) | 0.44% | 0.16% | 75.72% | - |
 Aflac (AFL) | 0.44% | 0.17% | 77.27% | - |
 PepsiCo (PEP) | 0.44% | 0.13% | 76.34% | - |
 Amazon (AMZN) | 0.44% | 0.19% | 73.16% | - |
 Mercedes-Benz (MBG.DE) | 0.44% | 0.12% | 76.03% | - |
 Travelers (TRV) | 0.43% | 0.23% | 76.11% | - |
 Disney (DIS) | 0.43% | 0.89% | 76.03% | - |
 United Airlines (UAL) | 0.43% | 0.22% | 73.55% | - |
 Kimberly-Clark (KMB) | 0.43% | 0.91% | 76.57% | - |
 Delta (DAL) | 0.42% | 0.24% | 73.16% | - |
 Ecolab (ECL) | 0.42% | 0.15% | 73.24% | - |
 AstraZeneca (AZN) | 0.42% | 0.16% | 73.55% | - |
 JPMorgan (JPM) | 0.42% | 0.22% | 73.62% | - |
 Costco (COST) | 0.42% | 0.15% | 73.24% | - |
 Mastercard (MA) | 0.42% | 0.15% | 73.31% | - |
 Unilever (ULVR.L) | 0.41% | 0.89% | 76.03% | - |
 Wells Fargo (WFC) | 0.4% | 0.19% | 73.55% | - |
 Monster Beverage (MNST) | 0.39% | 1.25% | 28.24% | - |
 AbbVie (ABBV) | 0.38% | 0.22% | 76.65% | - |
 ADP (ADP) | 0.38% | 1% | 76.88% | - |
 Dover (DOV) | 0.38% | 1.14% | 38.25% | - |
 3M (MMM) | 0.37% | 0.18% | 76.42% | - |
 Johnson & Johnson (JNJ) | 0.36% | 0.26% | 78.98% | - |
 VICI Properties (VICI) | 0.35% | 0.14% | 78.74% | - |
 Kroger (KR) | 0.35% | 0.15% | 76.42% | - |
 Sysco (SYY) | 0.33% | 0.17% | 78.98% | - |
 Southwest (LUV) | 0.33% | 0.22% | 79.52% | - |
 Domino's (DPZ) | 0.32% | 0.84% | 76.49% | - |
 Raytheon (RTX) | 0.32% | 0.23% | 73.78% | - |
 ABM (ABM) | 0.32% | 0.91% | 38.32% | - |
 Lockheed Martin (LMT) | 0.32% | 0.17% | 76.26% | - |
 NextEra (NEE) | 0.31% | 0.19% | 76.57% | - |
 Public Storage (PSA) | 0.31% | 0.15% | 76.26% | - |
 Apple (AAPL) | 0.31% | 0.22% | 78.98% | - |
 McDonald's (MCD) | 0.3% | 0.14% | 79.29% | - |
 Booking (BKNG) | 0.3% | 0.15% | 76.11% | - |
 CVS Health (CVS) | 0.3% | 0.25% | 76.42% | - |
 Inditex (ITX.MC) | 0.3% | 0.17% | 76.42% | - |
 Mondelez (MDLZ) | 0.29% | 0.16% | 71.76% | - |
 Caterpillar (CAT) | 0.28% | 1.12% | 64.47% | - |
 Yum (YUM) | 0.28% | 0.17% | 69.05% | - |
 Cisco (CSCO) | 0.28% | 0.29% | 68.5% | - |
 Honeywell (HON) | 0.27% | 0.83% | 76.49% | - |
 BlackRock (BLK) | 0.27% | 0.16% | 76.65% | - |
 General Dynamics (GD) | 0.27% | 0.21% | 76.57% | - |
 Southern Co (SO) | 0.27% | 0.17% | 76.03% | - |
 Activision Blizzard, Inc. (ATVI) | 0.27% | 0% | 21.8% | 10/16/2023 |
 Simon (SPG) | 0.26% | 0.2% | 76.03% | - |
 Lowe's (LOW) | 0.26% | 0.85% | 75.8% | - |
 Emerson (EMR) | 0.26% | 0.17% | 75.95% | - |
 Sherwin-Williams (SHW) | 0.26% | 0.14% | 75.72% | - |
 Walmart (WMT) | 0.25% | 0.18% | 72.77% | - |
 Philip Morris (PM) | 0.25% | 0.2% | 75.02% | - |
 Moody's (MCO) | 0.25% | 0.16% | 73.24% | - |
 Visa (V) | 0.25% | 0.16% | 73.24% | - |
 Nucor (NUE) | 0.25% | 0.27% | 73.16% | - |
 Henkel (HEN3.DE) | 0.24% | 0.14% | 69.28% | - |
 GE Vernova (GEV) | 0.24% | 0.46% | 41.66% | - |
 Western Digital (WDC) | 0.22% | 0% | 48.95% | 9/3/2025 |
 Berkshire Hathaway (BRK.B) | 0.21% | 0% | 48.33% | 9/10/2025 |
 Take-Two (TTWO) | 0.17% | 0% | 38.63% | 6/21/2026 |
 Veralto (VLTO) | 0.17% | 0.13% | 55.24% | - |
 Parker-Hannifin (PH) | 0.14% | 0.23% | 37.7% | - |
 EA (EA) | 0.13% | 0% | 19.01% | 9/29/2025 |
 Cincinnati Financial (CINF) | 0.12% | 0% | 35.76% | 6/21/2026 |
 Allianz (ALV.DE) | 0.12% | 0% | 36.15% | 6/30/2026 |
 Federal Realty (FRT) | 0.11% | 0% | 37.55% | 7/14/2026 |
 Solventum (SOLV) | 0.11% | 0.15% | 39.02% | - |
 Phoenix (SDLF.L) | 0.08% | 0% | 13.19% | 8/27/2025 |
 Dogecoin (DOGE) | 0.08% | 0% | 20.79% | 10/2/2023 |
 Bitcoin (BTC) | 0.05% | 0% | 20.79% | 10/2/2023 |
 Ethereum (ETH) | 0.04% | 0% | 20.79% | 10/2/2023 |
 Aumovio SE (AMV0.DE) | 0.01% | 0.05% | 22.89% | - |
 XRP (XRP) | 0.01% | 0% | 20.79% | 10/2/2023 |
 Solstice Advanced Materi (SOLS) | 0% | 0% | 18.46% | 7/14/2026 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 15.75% | 7/14/2026 |
 Honeywell Aerospace Inc (HONA) | 0% | 0.07% | 1.71% | - |
 FEDEX FREIGHT HOLDING CO (FDXF) | 0% | 0% | 0.08% | 6/4/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| UnitedHealth (UNH) | 6.45% | 6.98% |
| Accenture (ACN) | 6.45% | 6.52% |
| Constellation Brands (STZ) | 3.33% | 2.85% |
| Hormel (HRL) | 3.33% | 2.76% |
| eToro Group LTD (ETOR) | 3.33% | 2.63% |
| Leggett & Platt (LEG) | 2.29% | 2.38% |
| Tesla (TSLA) | 1.25% | 1.9% |
| Eli Lilly (LLY) | 1.25% | 1.87% |
| Cardinal Health (CAH) | 1.25% | 1.67% |
| J.B.Hunt (JBHT) | 1.25% | 1.61% |
| Bayer (BAYN.DE) | 1.25% | 1.61% |
| Alibaba (BABA) | 1.25% | 1.53% |
| LVMH (MC.PA) | 1.25% | 1.49% |
| American Airlines (AAL) | 1.25% | 1.44% |
| Merck (MRK) | 1.25% | 1.39% |
| FedEx (FDX) | 1.25% | 1.38% |
| Stanley Black & Decker (SWK) | 1.25% | 1.37% |
| Dover (DOV) | 1.25% | 1.36% |
| Danaher (DHR) | 1.25% | 1.36% |
| PNC (PNC) | 1.25% | 1.35% |
| Amgen (AMGN) | 1.25% | 1.32% |
| Valeo (FR.PA) | 1.25% | 1.31% |
| Monster Beverage (MNST) | 1.04% | 1.26% |
| Nike (NKE) | 1.25% | 1.23% |
| Union Pacific (UNP) | 1.25% | 1.22% |
| Unilever (ULVR.L) | 1.25% | 1.19% |
| Altria (MO) | 1.25% | 1.19% |
| Pfizer (PFE) | 1.25% | 1.19% |
| Enbridge (ENB) | 1.25% | 1.18% |
| Renault (RNO.PA) | 1.25% | 1.17% |
| Stryker (SYK) | 1.25% | 1.14% |
| Waste Management (WM) | 1.25% | 1.13% |
| Deere (DE) | 1.25% | 1.12% |
| Adidas (ADS.DE) | 1.25% | 1.12% |
| Adobe (ADBE) | 1.25% | 1.12% |
| Netflix (NFLX) | 1.25% | 1.1% |
| Oracle (ORCL) | 1.25% | 1.08% |
| Procter & Gamble (PG) | 1.25% | 1.08% |
| Kimberly-Clark (KMB) | 1.25% | 1.07% |
| Comcast (CMCSA) | 1.25% | 1.07% |
| Palantir (PLTR) | 1.04% | 1.06% |
| General Mills (GIS) | 1.25% | 1.06% |
| Starbucks (SBUX) | 1.25% | 1.06% |
| Colgate (CL) | 1.25% | 1.06% |
| Kraft Heinz (KHC) | 1.25% | 1.05% |
| ABM (ABM) | 1.25% | 1.03% |
| Roper (ROP) | 1.25% | 0.98% |
| HP (HPQ) | 1.25% | 0.98% |
| Whirlpool (WHR) | 1.25% | 0.94% |
| Clorox (CLX) | 1.25% | 0.93% |
| PayPal (PYPL) | 1.25% | 0.92% |
| Charter (CHTR) | 1.25% | 0.89% |
| GE Vernova (GEV) | 0.21% | 0.38% |
| Intel (INTC) | 0.21% | 0.35% |
| GE (GE) | 0.21% | 0.31% |
| Alphabet (GOOG) | 0.21% | 0.31% |
| NVIDIA (NVDA) | 0.21% | 0.3% |
| Caterpillar (CAT) | 0.21% | 0.3% |
| Raytheon (RTX) | 0.21% | 0.28% |
| Parker-Hannifin (PH) | 0.21% | 0.27% |
| United Airlines (UAL) | 0.21% | 0.27% |
| Delta (DAL) | 0.21% | 0.26% |
| Take-Two (TTWO) | 0.21% | 0.26% |
| JPMorgan (JPM) | 0.21% | 0.26% |
| Johnson & Johnson (JNJ) | 0.21% | 0.26% |
| Wells Fargo (WFC) | 0.21% | 0.25% |
| AbbVie (ABBV) | 0.21% | 0.25% |
| Cisco (CSCO) | 0.21% | 0.25% |
| Southwest (LUV) | 0.21% | 0.24% |
| Nucor (NUE) | 0.21% | 0.24% |
| General Dynamics (GD) | 0.21% | 0.24% |
| Boeing (BA) | 0.21% | 0.24% |
| AstraZeneca (AZN) | 0.21% | 0.23% |
| CVS Health (CVS) | 0.21% | 0.23% |
| Inditex (ITX.MC) | 0.21% | 0.23% |
| BMW (BMW.DE) | 0.21% | 0.23% |
| Sony (SONY) | 0.21% | 0.23% |
| Walmart (WMT) | 0.21% | 0.23% |
| Travelers (TRV) | 0.21% | 0.23% |
| Bank of America (BAC) | 0.21% | 0.23% |
| Amazon (AMZN) | 0.21% | 0.23% |
| Microsoft (MSFT) | 0.21% | 0.23% |
| Apple (AAPL) | 0.21% | 0.23% |
| Cincinnati Financial (CINF) | 0.21% | 0.22% |
| Yum (YUM) | 0.21% | 0.22% |
| US Bancorp (USB) | 0.21% | 0.22% |
| Shell (SHEL) | 0.21% | 0.22% |
| Booking (BKNG) | 0.21% | 0.22% |
| Volkswagen (VOW3.DE) | 0.21% | 0.22% |
| Allianz (ALV.DE) | 0.21% | 0.22% |
| ExxonMobil (XOM) | 0.21% | 0.22% |
| 3M (MMM) | 0.21% | 0.22% |
| Moody's (MCO) | 0.21% | 0.21% |
| Dominion Energy (D) | 0.21% | 0.21% |
| NextEra (NEE) | 0.21% | 0.21% |
| Mercedes-Benz (MBG.DE) | 0.21% | 0.21% |
| Coca-Cola (KO) | 0.21% | 0.21% |
| Meta (META) | 0.21% | 0.21% |
| Realty Income (O) | 0.21% | 0.2% |
| Simon (SPG) | 0.21% | 0.2% |
| BlackRock (BLK) | 0.21% | 0.2% |
| Genuine Parts (GPC) | 0.21% | 0.2% |
| Southern Co (SO) | 0.21% | 0.2% |
| Aflac (AFL) | 0.21% | 0.2% |
| Emerson (EMR) | 0.21% | 0.2% |
| Sysco (SYY) | 0.21% | 0.2% |
| Kroger (KR) | 0.21% | 0.2% |
| Phillips 66 (PSX) | 0.21% | 0.2% |
| Philip Morris (PM) | 0.21% | 0.2% |
| Medtronic (MDT.US) | 0.21% | 0.2% |
| Solventum (SOLV) | 0.21% | 0.2% |
| Continental (CON.DE) | 0.21% | 0.2% |
| Lockheed Martin (LMT) | 0.21% | 0.2% |
| Visa (V) | 0.21% | 0.2% |
| Mastercard (MA) | 0.21% | 0.2% |
| AT&T (T.US) | 0.21% | 0.2% |
| McDonald's (MCD) | 0.21% | 0.2% |
| Chevron (CVX.US) | 0.21% | 0.2% |
| Veralto (VLTO) | 0.21% | 0.19% |
| Federal Realty (FRT) | 0.21% | 0.19% |
| Domino's (DPZ) | 0.21% | 0.19% |
| Ecolab (ECL) | 0.21% | 0.19% |
| ITW (ITW) | 0.21% | 0.19% |
| Xiaomi (1810.HK) | 0.21% | 0.19% |
| Disney (DIS) | 0.21% | 0.19% |
| VICI Properties (VICI) | 0.21% | 0.18% |
| Sherwin-Williams (SHW) | 0.21% | 0.18% |
| Mondelez (MDLZ) | 0.21% | 0.18% |
| Lowe's (LOW) | 0.21% | 0.18% |
| Costco (COST) | 0.21% | 0.18% |
| PepsiCo (PEP) | 0.21% | 0.18% |
| Home Depot (HD) | 0.21% | 0.18% |
| ADP (ADP) | 0.21% | 0.17% |
| Honeywell (HON) | 0.21% | 0.17% |
| Public Storage (PSA) | 0.21% | 0.16% |
| Henkel (HEN3.DE) | 0.21% | 0.16% |
| Harley-Davidson (HOG) | 0.21% | 0.14% |
| Aumovio SE (AMV0.DE) | 0% | 0.07% |
| Solstice Advanced Materi (SOLS) | 0% | 0.01% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.01% |
Cash & Instruments Over Time
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