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Portfolio Diversification
Range
Most Diversified
37 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
18.4 instruments
Most Consistent Holdings
Top 5
NFLX67.9%
MSFT61.34%
META59.25%
GOOG55.85%
AMZN52.03%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 3.8% | 15.63% | 47.85% | - |
| Netflix (NFLX) | 3.66% | 9.78% | 67.9% | - |
 TSMC (TSM) | 3.35% | 0% | 48.51% | 6/18/2026 |
| Meta (META) | 3.17% | 0% | 59.25% | 9/19/2025 |
 AMD (AMD) | 2.8% | 0% | 46.18% | 6/8/2026 |
| Alphabet (GOOG) | 2.63% | 0% | 55.85% | 11/13/2025 |
 Tesla (TSLA) | 2.61% | 0% | 47.79% | 11/13/2025 |
| Microsoft (MSFT) | 2.6% | 0% | 61.34% | 8/26/2025 |
 Apple (AAPL) | 2.24% | 0% | 36.1% | 11/11/2025 |
| Amazon (AMZN) | 1.7% | 0% | 52.03% | 5/20/2026 |
 ASML (ASML) | 1.64% | 0% | 31.44% | 12/3/2024 |
 Autodesk (ADSK) | 1.5% | 0% | 33.95% | 8/18/2023 |
 Adobe (ADBE) | 1.18% | 0% | 33.95% | 8/18/2023 |
 Visa (V) | 1.11% | 0% | 16.23% | 11/22/2023 |
 Applied Materials (AMAT) | 1.1% | 0% | 30.07% | 6/17/2026 |
 Alphabet (GOOGL) | 1.07% | 0% | 9.73% | 6/2/2026 |
 Texas Instruments (TXN) | 1.02% | 5.02% | 18.32% | - |
 Lam Research (LRCX) | 1% | 0% | 19.45% | 5/19/2026 |
 Broadcom (AVGO) | 0.9% | 0% | 16.59% | 3/24/2026 |
 Eli Lilly (LLY) | 0.87% | 0% | 20.7% | 12/12/2025 |
 Bio-Rad (BIO.US) | 0.75% | 0% | 12.53% | 8/1/2022 |
 Union Pacific (UNP) | 0.75% | 0% | 17% | 6/26/2023 |
 Novo-Nordisk (NVO) | 0.73% | 0% | 15.45% | 12/31/2024 |
 Interactive Brokers Group (IBKR) | 0.72% | 5.97% | 6.86% | - |
 BioNTech SE (BNTX) | 0.71% | 0% | 21.96% | 1/31/2023 |
 Veeva (VEEV) | 0.7% | 0% | 12.53% | 8/1/2022 |
 Mastercard (MA) | 0.64% | 0% | 12.29% | 2/7/2024 |
 KLA (KLAC) | 0.61% | 0% | 14.2% | 4/15/2026 |
 Berkshire Hathaway (BRK.B) | 0.6% | 0% | 9.25% | 3/28/2025 |
 Quidel (QDEL) | 0.6% | 0% | 22.2% | 1/31/2023 |
 Caterpillar (CAT) | 0.6% | 0% | 8.89% | 7/17/2026 |
 Comfort Systems USA (FIX) | 0.6% | 0% | 11.99% | 5/15/2026 |
 Deckers (DECK) | 0.57% | 0% | 10.8% | 2/20/2025 |
 Builders FirstSource (BLDR) | 0.54% | 0% | 13.78% | 8/23/2022 |
 Danaher (DHR) | 0.53% | 0% | 15.04% | 7/31/2024 |
 Amphenol (APH) | 0.52% | 0% | 8.59% | 3/3/2026 |
 Parker-Hannifin (PH) | 0.51% | 5.27% | 10.8% | - |
 Nike (NKE) | 0.49% | 0% | 14.5% | 1/31/2023 |
 Emcor (EME) | 0.49% | 0% | 11.04% | 2/13/2026 |
 Cadence (CDNS) | 0.48% | 0% | 11.87% | 4/29/2024 |
 Abbott (ABT.US) | 0.48% | 0% | 9.55% | 6/12/2023 |
 Quanta Services (PWR) | 0.47% | 0% | 5.31% | 5/26/2026 |
 Crocs (CROX) | 0.47% | 0% | 13.78% | 8/23/2022 |
 Coca-Cola (KO) | 0.46% | 0% | 7.64% | 2/22/2024 |
 Synopsys (SNPS) | 0.46% | 0% | 11.87% | 10/21/2024 |
 O'Reilly Auto (ORLY) | 0.45% | 0% | 11.34% | 2/12/2026 |
 Ubiquiti (UI) | 0.43% | 0% | 5.91% | 5/8/2026 |
 Progressive (PGR) | 0.41% | 0% | 7.58% | 4/7/2025 |
 Autozone (AZO) | 0.41% | 0% | 9.73% | 4/7/2025 |
 Welltower (WELL.US) | 0.41% | 0% | 3.7% | 7/28/2026 |
 Axon (AXON) | 0.4% | 0% | 10.62% | 9/2/2025 |
 Moderna (MRNA) | 0.38% | 0% | 22.2% | 1/31/2023 |
 Regeneron (REGN) | 0.37% | 0% | 10.14% | 7/24/2024 |
 Ameriprise (AMP.US) | 0.37% | 0% | 8.83% | 1/2/2025 |
 Chipotle (CMG) | 0.37% | 0% | 9.79% | 10/21/2024 |
 Howmet Aerospace (HWM) | 0.37% | 0% | 5.13% | 5/26/2026 |
 Monster Beverage (MNST) | 0.36% | 0% | 6.21% | 1/28/2026 |
 Corning (GLW) | 0.36% | 0% | 2.51% | 3/6/2026 |
 Monolithic Power (MPWR) | 0.36% | 0% | 10.98% | 7/22/2024 |
 AppLovin (APP) | 0.36% | 0% | 3.4% | 1/8/2026 |
 Cintas (CTAS) | 0.35% | 0% | 9.84% | 6/17/2026 |
 Thermo Fisher (TMO) | 0.35% | 0% | 8.29% | 2/7/2024 |
 Deere (DE) | 0.35% | 0% | 5.91% | 1/17/2024 |
 Jabil (JBL) | 0.33% | 0% | 7.76% | 6/17/2026 |
 Invesco QQQ (QQQ) | 0.32% | 0% | 2.33% | 5/26/2026 |
 Procter & Gamble (PG) | 0.32% | 0% | 6.56% | 12/6/2023 |
 Roku (ROKU) | 0.31% | 0% | 8.65% | 5/26/2022 |
 Target (TGT) | 0.29% | 0% | 13.78% | 8/23/2022 |
 Mueller Industries (MLI) | 0.29% | 0% | 5.07% | 7/7/2026 |
 Arista (ANET) | 0.28% | 0% | 5.01% | 2/17/2026 |
 PayPal (PYPL) | 0.28% | 0% | 17.36% | 11/2/2022 |
 Rocket Lab (RKLB) | 0.28% | 0% | 3.94% | 2/2/2026 |
 Amer Sports Inc (AS) | 0.28% | 0% | 2.63% | 2/25/2026 |
 Sandisk Corp/DE (SNDK) | 0.28% | 0% | 2.45% | 6/5/2026 |
 Enphase (ENPH) | 0.28% | 0% | 7.7% | 5/10/2022 |
 Shopify (SHOP) | 0.27% | 0% | 8.65% | 5/26/2022 |
 Medtronic (MDT.US) | 0.26% | 0% | 7.76% | 4/24/2023 |
 United Rentals (URI) | 0.25% | 0% | 8.29% | 3/2/2026 |
 Curtiss-Wright (CW) | 0.25% | 0% | 5.61% | 10/7/2025 |
 Popular (BPOP) | 0.25% | 0% | 2.27% | 7/27/2026 |
 United Therapeutics (UTHR) | 0.25% | 0% | 3.82% | 1/23/2026 |
 Micron (MU) | 0.24% | 0% | 4.95% | 11/14/2022 |
 Targa Resources (TRGP) | 0.24% | 6.02% | 3.1% | - |
 T-Mobile (TMUS) | 0.23% | 0% | 6.62% | 8/2/2024 |
 Eaton (ETN) | 0.23% | 0% | 8.35% | 10/21/2024 |
 DexCom (DXCM) | 0.23% | 0% | 7.04% | 8/2/2024 |
 UnitedHealth (UNH) | 0.23% | 0% | 4.12% | 12/21/2023 |
 Five Below (FIVE) | 0.23% | 0% | 1.61% | 8/4/2026 |
 Vertex (VRTX) | 0.22% | 0% | 7.64% | 7/2/2024 |
 D.R. Horton (DHI) | 0.22% | 0% | 8.59% | 12/23/2025 |
 Accenture (ACN) | 0.22% | 0% | 4.3% | 11/14/2022 |
 Trane (TT) | 0.22% | 0% | 7.16% | 6/13/2025 |
 Marathon Petroleum (MPC) | 0.22% | 5.63% | 3.22% | - |
 ATI (ATI) | 0.22% | 5.6% | 2.86% | - |
 Ryder (R) | 0.21% | 5.08% | 2.98% | - |
 PulteGroup (PHM) | 0.21% | 0% | 8.35% | 1/6/2025 |
 Transdigm (TDG) | 0.21% | 0% | 7.34% | 8/5/2025 |
 Arthur J. Gallagher (AJG) | 0.2% | 0% | 6.44% | 4/7/2025 |
 Cencora (COR) | 0.2% | 0% | 4.77% | 12/15/2025 |
 Sanmina (SANM) | 0.2% | 0% | 2.15% | 7/16/2026 |
 Brown & Brown (BRO) | 0.2% | 0% | 6.09% | 4/7/2025 |
 Linde (LIN) | 0.2% | 0% | 5.49% | 6/10/2024 |
 Palantir (PLTR) | 0.2% | 0% | 2.92% | 1/8/2026 |
 Alnylam (ALNY) | 0.2% | 0% | 4.06% | 9/18/2025 |
 MercadoLibre (MELI) | 0.19% | 0% | 4.42% | 6/6/2025 |
 Cheniere (LNG) | 0.18% | 6.26% | 2.98% | - |
 Applied Industrial Technologies (AIT) | 0.18% | 4.95% | 3.46% | - |
 Reddit Inc (RDDT) | 0.18% | 0% | 2.03% | 4/29/2026 |
 Tempur Sealy (SGI) | 0.18% | 0% | 4.53% | 10/10/2025 |
 Intel (INTC) | 0.18% | 0% | 8.65% | 5/26/2022 |
 ADP (ADP) | 0.18% | 0% | 3.7% | 10/13/2023 |
 Align (ALGN) | 0.17% | 0% | 12.53% | 8/1/2022 |
 Globe Life (GL) | 0.17% | 0% | 1.19% | 1/28/2026 |
 Boston Beer (SAM) | 0.17% | 0% | 7.7% | 5/10/2022 |
 Cisco (CSCO) | 0.17% | 0% | 2.45% | 12/12/2025 |
 TJX (TJX) | 0.17% | 0% | 2.27% | 6/2/2026 |
 Huntington Ingalls (HII) | 0.16% | 0% | 1.55% | 3/23/2026 |
 Viking Holdings Ltd (VIK) | 0.16% | 0% | 1.49% | 3/6/2026 |
 Martin Marietta (MLM) | 0.16% | 0% | 5.61% | 12/23/2025 |
 Etsy (ETSY) | 0.16% | 0% | 13.78% | 8/23/2022 |
 Take-Two (TTWO) | 0.15% | 0% | 12.53% | 8/1/2022 |
 Qorvo (QRVO) | 0.15% | 0% | 8.71% | 11/2/2022 |
 ServiceNow (NOW) | 0.15% | 0% | 4.06% | 5/16/2025 |
 McKesson (MCK) | 0.15% | 0% | 4.71% | 11/2/2023 |
 SPX (SPXC) | 0.14% | 0% | 1.85% | 5/4/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 0.14% | 0% | 3.94% | 11/25/2022 |
 Qualcomm (QCOM) | 0.14% | 0% | 6.56% | 6/24/2024 |
 TTM Technologies (TTMI) | 0.13% | 0% | 1.49% | 6/1/2026 |
 Semtech (SMTC) | 0.13% | 0% | 3.58% | 5/29/2026 |
 Commercial Metals (CMC) | 0.13% | 0% | 6.09% | 8/23/2022 |
 AbbVie (ABBV) | 0.13% | 0% | 1.43% | 10/31/2025 |
 Seagate (STX.US) | 0.13% | 0% | 2.57% | 2/20/2026 |
 Iron Mountain (IRM) | 0.12% | 0% | 1.19% | 7/29/2026 |
 Amkor (AMKR) | 0.12% | 0% | 6.15% | 7/2/2026 |
 GoDaddy (GDDY) | 0.12% | 0% | 4.3% | 1/2/2025 |
 Costco (COST) | 0.12% | 0% | 4.12% | 10/13/2023 |
 Motorola (MSI) | 0.12% | 0% | 3.76% | 4/7/2025 |
 Gartner (IT) | 0.12% | 0% | 5.49% | 7/24/2024 |
 Zoetis (ZTS) | 0.12% | 0% | 4.18% | 8/18/2023 |
 Alibaba (BABA) | 0.12% | 0% | 0.89% | 2/12/2026 |
 Fortinet (FTNT) | 0.11% | 0% | 5.19% | 3/10/2025 |
 BlackStone (BX) | 0.11% | 0% | 5.97% | 8/2/2024 |
 Heico (HEI) | 0.11% | 0% | 2.68% | 10/7/2025 |
 Valero (VLO) | 0.11% | 5.45% | 1.97% | - |
 Constellation Energy (CEG) | 0.11% | 0% | 1.13% | 3/20/2026 |
 Winnebago (WGO) | 0.11% | 0% | 6.09% | 8/23/2022 |
 Erie Insurance (ERIE) | 0.11% | 0% | 4.77% | 1/10/2025 |
 nVent (NVT) | 0.11% | 0% | 1.43% | 7/7/2026 |
 Clean Harbors (CLH) | 0.11% | 0% | 2.98% | 7/30/2024 |
 Snap-on (SNA) | 0.11% | 0% | 2.21% | 2/6/2026 |
 PNC (PNC) | 0.1% | 0% | 0.89% | 1/23/2026 |
 Lincoln Electric (LECO) | 0.1% | 5.44% | 1.85% | - |
 Dutch Bros (BROS) | 0.1% | 0% | 0.89% | 1/23/2026 |
 Cummins (CMI) | 0.1% | 0% | 0.84% | 2/20/2026 |
 Intuit (INTU) | 0.1% | 0% | 2.86% | 7/16/2025 |
 Vistra (VST) | 0.1% | 0% | 2.63% | 8/7/2025 |
 Apollo (APO) | 0.1% | 0% | 0.84% | 1/8/2026 |
 Republic Services (RSG) | 0.1% | 0% | 2.27% | 2/17/2026 |
 Intuitive Surgical (ISRG) | 0.1% | 0% | 3.4% | 6/21/2024 |
 Marvell (MRVL) | 0.1% | 0% | 1.07% | 7/7/2026 |
 Credo (CRDO) | 0.1% | 0% | 2.27% | 9/25/2025 |
 Fabrinet (FN) | 0.09% | 0% | 2.21% | 10/15/2025 |
 Reliance Steel (RS) | 0.09% | 0% | 5.13% | 8/23/2022 |
 Ventas (VTR) | 0.09% | 0% | 0.78% | 1/7/2026 |
 Tractor Supply (TSCO) | 0.09% | 0% | 4.71% | 1/18/2024 |
 Steel Dynamics (STLD) | 0.09% | 0% | 5.13% | 8/23/2022 |
 Palo Alto Networks (PANW) | 0.09% | 0% | 2.92% | 6/20/2025 |
 Argan (AGX) | 0.09% | 0% | 1.07% | 7/7/2026 |
 Copart (CPRT) | 0.09% | 0% | 2.45% | 4/22/2024 |
 Expedia (EXPE) | 0.09% | 0% | 0.78% | 11/28/2025 |
 Altria (MO) | 0.09% | 4.88% | 1.79% | - |
 Vertiv (VRT) | 0.08% | 0% | 0.84% | 3/6/2026 |
 Hasbro (HAS) | 0.08% | 4.57% | 1.79% | - |
 Leonardo DRS (DRS) | 0.08% | 0% | 1.67% | 9/2/2026 |
 LyondellBasell (LYB) | 0.08% | 0% | 5.13% | 8/23/2022 |
 3M (MMM) | 0.08% | 0% | 2.21% | 7/12/2023 |
 Manhattan Associates (MANH) | 0.08% | 0% | 4% | 7/2/2024 |
 Lennox (LII) | 0.08% | 0% | 3.28% | 1/2/2025 |
 NRG Energy (NRG) | 0.08% | 0% | 1.61% | 6/10/2025 |
 Marsh & McLennan (MRSH) | 0.08% | 0% | 2.45% | 4/7/2025 |
 Insmed (INSM) | 0.08% | 0% | 1.37% | 12/15/2025 |
 Grainger (GWW) | 0.08% | 0% | 2.86% | 7/24/2024 |
 Evercore (EVR) | 0.08% | 0% | 0.89% | 2/5/2026 |
 Casey's (CASY) | 0.08% | 0% | 1.67% | 8/12/2025 |
 Robinhood Markets Inc. (HOOD) | 0.08% | 0% | 2.03% | 8/19/2025 |
 XPO Logistics (XPO) | 0.08% | 0% | 2.68% | 3/19/2026 |
 Texas Pacific (TPL) | 0.08% | 0% | 0.78% | 3/30/2026 |
 Coherent (COHR) | 0.08% | 0% | 0.89% | 6/29/2026 |
 STERIS (STE) | 0.07% | 0% | 0.78% | 12/12/2025 |
 Ares (ARES) | 0.07% | 0% | 2.03% | 4/15/2024 |
 Maze Therapeutics Inc (MAZE) | 0.07% | 0% | 0.66% | 3/16/2026 |
 Molina (MOH) | 0.07% | 0% | 3.76% | 10/26/2023 |
 Block Inc. (XYZ) | 0.07% | 0% | 7.7% | 5/10/2022 |
 Cognizant (CTSH) | 0.07% | 0% | 2.92% | 8/20/2023 |
 RBC Bearings (RBC) | 0.07% | 0% | 1.67% | 6/13/2025 |
 Old Republic (ORI) | 0.07% | 0% | 0.95% | 10/23/2025 |
 Goldman Sachs (GS) | 0.07% | 0% | 0.78% | 12/24/2025 |
 Skechers (SKX) | 0.06% | 0% | 1.97% | 2/13/2025 |
 Southern Copper (SCCO) | 0.06% | 0% | 1.13% | 2/7/2024 |
 The Hartford (HIG) | 0.06% | 0% | 1.01% | 12/15/2025 |
 IES Holdings (IESC) | 0.06% | 0% | 0.89% | 6/10/2026 |
 Fastenal (FAST) | 0.06% | 0% | 1.73% | 9/18/2025 |
 US Foods (USFD) | 0.06% | 0% | 1.61% | 6/13/2025 |
 Woodward (WWD) | 0.06% | 0% | 1.61% | 7/10/2025 |
 Salesforce (CRM) | 0.06% | 0% | 1.85% | 1/31/2022 |
 ARM (ARM) | 0.06% | 0% | 1.31% | 2/14/2025 |
 Bloom Energy (BE) | 0.06% | 0% | 1.01% | 2/26/2026 |
 Direxion Daily Technology Bull 3X ETF (TECL) | 0.06% | 0% | 0.6% | 8/15/2025 |
 Royal Caribbean (RCL) | 0.06% | 0% | 1.37% | 9/16/2025 |
 Booking (BKNG) | 0.06% | 0% | 0.78% | 9/2/2025 |
 ITT (ITT) | 0.06% | 0% | 2.98% | 9/25/2025 |
 MYR Group (MYRG) | 0.06% | 0% | 1.97% | 2/13/2025 |
 CIBC (CM) | 0.06% | 0% | 0.72% | 2/17/2026 |
 FICO (FICO) | 0.06% | 0% | 0.78% | 3/31/2025 |
 Brookfield (BN.US) | 0.06% | 0% | 1.13% | 10/8/2025 |
 EA (EA) | 0.05% | 0% | 0.72% | 6/17/2026 |
 Aura Minerals Inc (AUGO) | 0.05% | 0% | 0.36% | 2/26/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.05% | 0% | 0.89% | 12/21/2023 |
 Ross Stores (ROST) | 0.05% | 0% | 0.78% | 12/12/2025 |
 Mr Cooper (COOP) | 0.05% | 0% | 1.25% | 8/19/2025 |
 Freedom Holding (FRHC) | 0.05% | 0% | 1.31% | 8/12/2025 |
 Brightspring Health Services Inc (BTSG) | 0.05% | 0% | 0.48% | 3/13/2026 |
 Cardinal Health (CAH) | 0.05% | 0% | 1.97% | 2/13/2025 |
 Natera (NTRA) | 0.05% | 0% | 0.48% | 11/28/2025 |
 Crane NXT (CXT) | 0.05% | 0% | 1.97% | 2/13/2025 |
 American Express (AXP) | 0.05% | 0% | 1.13% | 7/9/2025 |
 HSBC (HSBC) | 0.05% | 0% | 0.84% | 1/2/2026 |
 Microchip (MCHP) | 0.05% | 0% | 2.68% | 8/10/2023 |
 Lamar (LAMR) | 0.05% | 0% | 0.66% | 6/17/2026 |
 CACI (CACI) | 0.04% | 0% | 0.48% | 11/28/2025 |
 CBIZ (CBZ) | 0.04% | 0% | 1.73% | 2/14/2025 |
 Medpace (MEDP) | 0.04% | 0% | 1.25% | 4/2/2024 |
 Carvana (CVNA) | 0.04% | 0% | 1.19% | 7/29/2025 |
 West Pharma (WST) | 0.04% | 0% | 1.67% | 2/13/2025 |
 Kinsale (KNSL) | 0.04% | 0% | 1.61% | 2/13/2025 |
 Rockwell Automation (ROK) | 0.04% | 0% | 1.13% | 8/4/2025 |
 Williams-Sonoma (WSM) | 0.04% | 0% | 0.89% | 9/19/2025 |
 Oracle (ORCL) | 0.04% | 0% | 0.89% | 8/19/2025 |
 W. R. Berkley (WRB.US) | 0.04% | 0% | 1.67% | 4/7/2025 |
 Garmin (GRMN) | 0.04% | 0% | 0.42% | 10/29/2025 |
 WESCO (WCC) | 0.03% | 0% | 0.72% | 6/17/2026 |
 CBRE (CBRE) | 0.03% | 0% | 1.01% | 10/6/2025 |
 Macom (MTSI) | 0.03% | 0% | 0.66% | 6/17/2026 |
 Keysight Technologies (KEYS) | 0.03% | 0% | 0.36% | 6/18/2026 |
 Pfizer (PFE) | 0.03% | 0% | 0.54% | 1/11/2024 |
 Flex (FLEX) | 0.03% | 0% | 0.42% | 4/1/2026 |
 Carpenter Technology (CRS) | 0.03% | 0% | 0.89% | 7/29/2026 |
 Aon (AON) | 0.03% | 0% | 0.84% | 12/6/2023 |
 Wells Fargo (WFC) | 0.03% | 0% | 0.3% | 12/17/2025 |
 Wheaton Precious Metals (WPM) | 0.03% | 0% | 1.61% | 6/6/2022 |
 Darling (DAR) | 0.03% | 0% | 2.09% | 9/27/2023 |
 Textron (TXT) | 0.03% | 0% | 0.36% | 6/17/2026 |
 Kulicke and Soffa (KLIC) | 0.03% | 0% | 1.55% | 6/6/2022 |
 Philip Morris (PM) | 0.03% | 0% | 0.3% | 1/28/2026 |
 Coinbase (COIN) | 0.03% | 0% | 0.78% | 7/29/2025 |
 Bank of America (BAC) | 0.03% | 0% | 1.43% | 6/9/2023 |
 Vicor (VICR) | 0.03% | 0% | 0.3% | 5/12/2026 |
 Allegion (ALLE) | 0.03% | 0% | 0.36% | 2/17/2026 |
 TechnipFMC (FTI) | 0.03% | 0% | 0.66% | 6/24/2025 |
 GE Vernova (GEV) | 0.02% | 0% | 0.18% | 12/24/2025 |
 Appfolio (APPF) | 0.02% | 0% | 0.6% | 1/10/2022 |
 Ulta (ULTA) | 0.02% | 0% | 0.72% | 1/22/2025 |
 Capital One (COF) | 0.02% | 0% | 0.42% | 11/3/2023 |
 Raytheon (RTX) | 0.02% | 0% | 0.54% | 6/25/2025 |
 AstraZeneca (AZN) | 0.02% | 0% | 0.42% | 6/27/2025 |
 eBay (EBAY) | 0.02% | 0% | 0.24% | 6/4/2026 |
 ITW (ITW) | 0.02% | 0% | 0.42% | 8/15/2023 |
 Dick's (DKS) | 0.02% | 0% | 0.78% | 1/13/2025 |
 UPS (UPS) | 0.02% | 0% | 0.95% | 5/26/2022 |
 Amp (AMP) | 0.02% | 0% | 0.66% | 8/5/2024 |
 APi Group (APG) | 0.02% | 0% | 0.42% | 6/27/2025 |
 Match Group (MTCH) | 0.02% | 0% | 0.6% | 1/10/2022 |
 Guidewire (GWRE) | 0.02% | 0% | 0.42% | 6/23/2025 |
 Travelers (TRV) | 0.02% | 0% | 0.42% | 4/7/2025 |
 BD (BDX) | 0.02% | 0% | 0.6% | 8/18/2023 |
 Sherwin-Williams (SHW) | 0.02% | 0% | 0.6% | 8/18/2023 |
 Kratos (KTOS) | 0.02% | 0% | 0.42% | 8/19/2025 |
 Discover (DFS) | 0.01% | 0% | 0.36% | 5/22/2025 |
 Spotify (SPOT) | 0.01% | 0% | 0.36% | 7/1/2025 |
 Hilton (HLT) | 0.01% | 0% | 0.42% | 8/18/2023 |
 NuScale Power (SMR) | 0.01% | 0% | 0.3% | 6/10/2025 |
 TKO (TKO) | 0.01% | 0% | 0.18% | 10/10/2025 |
 ArcBest (ARCB) | 0.01% | 0% | 0.6% | 4/25/2024 |
 Home Depot (HD) | 0.01% | 0% | 0.12% | 8/21/2025 |
 Coca-Cola Consolidated (COKE) | 0.01% | 0% | 0.42% | 1/10/2025 |
 Trade Desk (TTD) | 0.01% | 0% | 0.6% | 1/10/2022 |
 Modine (MOD) | 0.01% | 0% | 0.12% | 2/20/2026 |
 Kyndryl (KD) | 0.01% | 0% | 0.18% | 7/11/2025 |
 DoorDash (DASH.US) | 0.01% | 0% | 0.18% | 8/15/2025 |
 Western Digital (WDC) | 0.01% | 0% | 0.06% | 5/20/2026 |
 Pentair (PNR) | 0% | 0% | 0.06% | 2/3/2026 |
 Newmont (NEM) | 0% | 4.45% | 0.06% | - |
 S&P Global (SPGI) | 0% | 0% | 0.24% | 6/26/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AppLovin (APP) | 13.59% | 13.19% |
| Palantir (PLTR) | 13.56% | 13% |
| Lam Research (LRCX) | 11.98% | 12.2% |
| Ventas (VTR) | 11.63% | 11.88% |
| Apollo (APO) | 11.63% | 11.85% |
| ATI (ATI) | 10.08% | 10.39% |
| Amer Sports Inc (AS) | 7.58% | 7.73% |
| Rocket Lab (RKLB) | 8.11% | 7.65% |
| United Therapeutics (UTHR) | 6.79% | 6.69% |
| HSBC (HSBC) | 5.04% | 5.39% |
Cash & Instruments Over Time
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