Portfolio Diversification
Range
Most Diversified
37 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
20.2 instruments
Most Consistent Holdings
Top 5
NFLX77.75%
MSFT73.32%
META70.83%
GOOG66.76%
AMZN61.06%
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 |
|---|---|---|---|---|
| Netflix (NFLX) | 4.07% | 0% | 77.75% | 7/8/2025 |
| Meta (META) | 3.79% | 0% | 70.83% | 9/19/2025 |
 NVIDIA (NVDA) | 3.58% | 0% | 49.14% | 11/6/2025 |
 TSMC (TSM) | 3.47% | 0% | 52.71% | 11/21/2025 |
 AMD (AMD) | 3.21% | 0% | 53.92% | 8/12/2025 |
| Alphabet (GOOG) | 3.15% | 0% | 66.76% | 11/13/2025 |
 Tesla (TSLA) | 3.11% | 0% | 57.13% | 11/13/2025 |
| Microsoft (MSFT) | 3.11% | 0% | 73.32% | 8/26/2025 |
 Apple (AAPL) | 2.67% | 0% | 43.15% | 11/11/2025 |
| Amazon (AMZN) | 1.97% | 0% | 61.06% | 2/14/2025 |
 ASML (ASML) | 1.97% | 0% | 37.59% | 12/3/2024 |
 Autodesk (ADSK) | 1.8% | 0% | 40.58% | 8/18/2023 |
 Adobe (ADBE) | 1.42% | 0% | 40.58% | 8/18/2023 |
 Visa (V) | 1.32% | 0% | 19.4% | 11/22/2023 |
 Applied Materials (AMAT) | 1.17% | 0% | 33.17% | 1/10/2025 |
 Broadcom (AVGO) | 1% | 0% | 19.12% | 9/19/2025 |
 Eli Lilly (LLY) | 0.98% | 0% | 24.25% | 12/4/2025 |
 Bio-Rad (BIO) | 0.9% | 0% | 14.98% | 8/1/2022 |
 Union Pacific (UNP) | 0.9% | 0% | 20.33% | 6/26/2023 |
 Novo-Nordisk (NVO) | 0.87% | 0% | 18.47% | 12/31/2024 |
 Texas Instruments (TXN) | 0.85% | 0% | 16.9% | 6/20/2023 |
 BioNTech SE (BNTX) | 0.85% | 0% | 26.25% | 1/31/2023 |
 Veeva (VEEV) | 0.83% | 0% | 14.98% | 8/1/2022 |
 Lam Research (LRCX) | 0.83% | 0% | 20.11% | 7/9/2025 |
 Mastercard (MA) | 0.76% | 0% | 14.69% | 2/7/2024 |
 Berkshire Hathaway (BRK.B) | 0.72% | 0% | 11.06% | 3/28/2025 |
 Quidel (QDEL) | 0.72% | 0% | 26.53% | 1/31/2023 |
 Deckers (DECK) | 0.68% | 0% | 12.91% | 2/20/2025 |
 Alphabet (GOOGL) | 0.65% | 19.95% | 6.99% | - |
 Builders FirstSource (BLDR) | 0.64% | 0% | 16.48% | 8/23/2022 |
 Danaher (DHR) | 0.63% | 0% | 17.97% | 7/31/2024 |
 KLA (KLAC) | 0.63% | 0% | 16.05% | 3/7/2025 |
 Nike (NKE) | 0.58% | 0% | 17.33% | 1/31/2023 |
 Cadence (CDNS) | 0.58% | 0% | 14.19% | 4/29/2024 |
 Abbott (ABT) | 0.58% | 0% | 11.41% | 6/12/2023 |
 Crocs (CROX) | 0.57% | 0% | 16.48% | 8/23/2022 |
 Coca-Cola (KO) | 0.55% | 0% | 9.13% | 2/22/2024 |
 Synopsys (SNPS) | 0.55% | 0% | 14.19% | 10/21/2024 |
 Amphenol (APH) | 0.5% | 0% | 9.34% | 11/13/2025 |
 Emcor (EME) | 0.5% | 0% | 12.62% | 7/31/2025 |
 Progressive (PGR) | 0.49% | 0% | 9.06% | 4/7/2025 |
 Autozone (AZO) | 0.49% | 0% | 11.63% | 4/7/2025 |
 Comfort Systems USA (FIX) | 0.49% | 0% | 12.2% | 10/22/2025 |
 O'Reilly Auto (ORLY) | 0.49% | 0% | 12.91% | 4/7/2025 |
 Parker-Hannifin (PH) | 0.48% | 0% | 10.7% | 11/18/2025 |
 Axon (AXON) | 0.48% | 0% | 12.7% | 9/2/2025 |
 Moderna (MRNA) | 0.46% | 0% | 26.53% | 1/31/2023 |
 Regeneron (REGN) | 0.45% | 0% | 12.13% | 7/24/2024 |
 Ameriprise (AMP.US) | 0.45% | 0% | 10.56% | 1/2/2025 |
 Chipotle (CMG) | 0.45% | 0% | 11.7% | 10/21/2024 |
 Monolithic Power (MPWR) | 0.43% | 0% | 13.12% | 7/22/2024 |
 Cintas (CTAS) | 0.42% | 0% | 11.7% | 6/13/2025 |
 Thermo Fisher (TMO) | 0.41% | 0% | 9.91% | 2/7/2024 |
 Deere (DE) | 0.41% | 0% | 7.06% | 1/17/2024 |
 Procter & Gamble (PG) | 0.38% | 0% | 7.85% | 12/6/2023 |
 Roku (ROKU) | 0.37% | 0% | 10.34% | 5/26/2022 |
 Target (TGT) | 0.35% | 0% | 16.48% | 8/23/2022 |
 PayPal (PYPL) | 0.34% | 0% | 20.76% | 11/2/2022 |
 Enphase (ENPH) | 0.33% | 0% | 9.2% | 5/10/2022 |
 Shopify (SHOP) | 0.33% | 0% | 10.34% | 5/26/2022 |
 Medtronic (MDT.US) | 0.32% | 0% | 9.27% | 4/24/2023 |
 Arista (ANET) | 0.31% | 0% | 5.71% | 10/7/2025 |
 Jabil (JBL) | 0.3% | 0% | 8.27% | 8/15/2025 |
 Curtiss-Wright (CW) | 0.3% | 0% | 6.7% | 10/7/2025 |
 Micron (MU) | 0.29% | 0% | 5.92% | 11/14/2022 |
 AppLovin (APP) | 0.29% | 0% | 3% | 10/6/2025 |
 T-Mobile (TMUS) | 0.28% | 0% | 7.92% | 8/2/2024 |
 Eaton (ETN) | 0.28% | 0% | 9.99% | 10/21/2024 |
 DexCom (DXCM) | 0.27% | 0% | 8.42% | 8/2/2024 |
 UnitedHealth (UNH) | 0.27% | 0% | 4.92% | 12/21/2023 |
 Vertex (VRTX) | 0.27% | 0% | 9.13% | 7/2/2024 |
 Accenture (ACN) | 0.26% | 0% | 5.14% | 11/14/2022 |
 Trane (TT) | 0.26% | 0% | 8.56% | 6/13/2025 |
 PulteGroup (PHM) | 0.25% | 0% | 9.99% | 1/6/2025 |
 Transdigm (TDG) | 0.25% | 0% | 8.77% | 8/5/2025 |
 Arthur J. Gallagher (AJG) | 0.24% | 0% | 7.7% | 4/7/2025 |
 Ubiquiti (UI) | 0.24% | 0% | 4.56% | 11/7/2025 |
 Brown & Brown (BRO) | 0.23% | 0% | 7.28% | 4/7/2025 |
 Linde (LIN) | 0.23% | 0% | 6.56% | 6/10/2024 |
 Alnylam (ALNY) | 0.23% | 0% | 4.85% | 9/18/2025 |
 United Rentals (URI) | 0.23% | 0% | 8.99% | 8/2/2024 |
 MercadoLibre (MELI) | 0.22% | 0% | 5.28% | 6/6/2025 |
 Tempur Sealy (SGI) | 0.22% | 0% | 5.42% | 10/10/2025 |
 Intel (INTC) | 0.21% | 0% | 10.34% | 5/26/2022 |
 ADP (ADP) | 0.21% | 0% | 4.42% | 10/13/2023 |
 Align (ALGN) | 0.21% | 0% | 14.98% | 8/1/2022 |
 D.R. Horton (DHI) | 0.2% | 0% | 9.7% | 4/20/2023 |
 Mueller Industries (MLI) | 0.2% | 0% | 3.57% | 11/28/2025 |
 Boston Beer (SAM) | 0.2% | 0% | 9.2% | 5/10/2022 |
 Monster Beverage (MNST) | 0.2% | 0% | 5.99% | 1/23/2024 |
 Etsy (ETSY) | 0.19% | 0% | 16.48% | 8/23/2022 |
 Take-Two (TTWO) | 0.18% | 0% | 14.98% | 8/1/2022 |
 Cencora (COR) | 0.18% | 8.45% | 4.99% | - |
 Qorvo (QRVO) | 0.18% | 0% | 10.41% | 11/2/2022 |
 ServiceNow (NOW) | 0.18% | 0% | 4.85% | 5/16/2025 |
 McKesson (MCK) | 0.18% | 0% | 5.63% | 11/2/2023 |
 Caterpillar (CAT) | 0.17% | 0% | 6.21% | 11/21/2025 |
 SPDR S&P 500 ETF (SPY) | 0.17% | 0% | 4.71% | 11/25/2022 |
 Qualcomm (QCOM) | 0.17% | 0% | 7.85% | 6/24/2024 |
 Martin Marietta (MLM) | 0.16% | 0% | 6.42% | 8/5/2024 |
 United Therapeutics (UTHR) | 0.16% | 0% | 2.43% | 11/11/2025 |
 Commercial Metals (CMC) | 0.16% | 0% | 7.28% | 8/23/2022 |
 AbbVie (ABBV) | 0.15% | 0% | 1.71% | 10/31/2025 |
 GoDaddy (GDDY) | 0.15% | 0% | 5.14% | 1/2/2025 |
 Costco (COST) | 0.14% | 0% | 4.92% | 10/13/2023 |
 Motorola (MSI) | 0.14% | 0% | 4.49% | 4/7/2025 |
 Gartner (IT) | 0.14% | 0% | 6.56% | 7/24/2024 |
 Zoetis (ZTS) | 0.14% | 0% | 4.99% | 8/18/2023 |
 Cisco (CSCO) | 0.14% | 12.36% | 2.43% | - |
 Semtech (SMTC) | 0.14% | 0% | 4.07% | 3/30/2023 |
 Amkor (AMKR) | 0.14% | 0% | 7.2% | 8/23/2022 |
 Seagate (STX.US) | 0.14% | 0% | 2.85% | 10/7/2025 |
 Fortinet (FTNT) | 0.14% | 0% | 6.21% | 3/10/2025 |
 BlackStone (BX) | 0.13% | 0% | 7.13% | 8/2/2024 |
 Heico (HEI) | 0.13% | 0% | 3.21% | 10/7/2025 |
 Winnebago (WGO) | 0.13% | 0% | 7.28% | 8/23/2022 |
 Erie Insurance (ERIE) | 0.13% | 0% | 5.71% | 1/10/2025 |
 Clean Harbors (CLH) | 0.13% | 0% | 3.57% | 7/30/2024 |
 TJX (TJX) | 0.12% | 9.32% | 1.71% | - |
 Quanta Services (PWR) | 0.12% | 0% | 2.71% | 8/13/2025 |
 Intuit (INTU) | 0.12% | 0% | 3.42% | 7/16/2025 |
 Vistra (VST) | 0.12% | 0% | 3.14% | 8/7/2025 |
 Invesco QQQ (QQQ) | 0.12% | 0% | 0.5% | 11/5/2025 |
 Intuitive Surgical (ISRG) | 0.12% | 0% | 4.07% | 6/21/2024 |
 Credo (CRDO) | 0.12% | 0% | 2.71% | 9/25/2025 |
 Fabrinet (FN) | 0.11% | 0% | 2.64% | 10/15/2025 |
 Reliance Steel (RS) | 0.11% | 0% | 6.13% | 8/23/2022 |
 Tractor Supply (TSCO) | 0.11% | 0% | 5.63% | 1/18/2024 |
 Steel Dynamics (STLD) | 0.11% | 0% | 6.13% | 8/23/2022 |
 Palo Alto Networks (PANW) | 0.11% | 0% | 3.5% | 6/20/2025 |
 Copart (CPRT) | 0.11% | 0% | 2.92% | 4/22/2024 |
 Expedia (EXPE) | 0.11% | 0% | 0.93% | 11/28/2025 |
 LyondellBasell (LYB) | 0.1% | 0% | 6.13% | 8/23/2022 |
 3M (MMM) | 0.1% | 0% | 2.64% | 7/12/2023 |
 Manhattan Associates (MANH) | 0.1% | 0% | 4.78% | 7/2/2024 |
 Lennox (LII) | 0.1% | 0% | 3.92% | 1/2/2025 |
 NRG Energy (NRG) | 0.1% | 0% | 1.93% | 6/10/2025 |
 Marsh & McLennan (MMC) | 0.1% | 0% | 2.92% | 4/7/2025 |
 Welltower (WELL) | 0.1% | 0% | 1% | 12/4/2025 |
 Grainger (GWW) | 0.09% | 0% | 3.42% | 7/24/2024 |
 Casey's (CASY) | 0.09% | 0% | 2% | 8/12/2025 |
 Robinhood Markets Inc. (HOOD) | 0.09% | 0% | 2.43% | 8/19/2025 |
 Palantir (PLTR) | 0.09% | 0% | 2.43% | 6/17/2025 |
 Republic Services (RSG) | 0.09% | 0% | 2.43% | 4/7/2025 |
 Rocket Lab (RKLB) | 0.09% | 0% | 2% | 7/22/2025 |
 Howmet Aerospace (HWM) | 0.09% | 0% | 2.14% | 6/16/2025 |
 Ares (ARES) | 0.09% | 0% | 2.43% | 4/15/2024 |
 Molina (MOH) | 0.08% | 0% | 4.49% | 10/26/2023 |
 Block Inc. (XYZ) | 0.08% | 0% | 9.2% | 5/10/2022 |
 Cognizant (CTSH) | 0.08% | 0% | 3.5% | 8/20/2023 |
 RBC Bearings (RBC) | 0.08% | 0% | 2% | 6/13/2025 |
 Old Republic (ORI) | 0.08% | 0% | 1.14% | 10/23/2025 |
 Skechers (SKX) | 0.08% | 0% | 2.35% | 2/13/2025 |
 Southern Copper (SCCO) | 0.08% | 0% | 1.36% | 2/7/2024 |
 Fastenal (FAST) | 0.08% | 0% | 2.07% | 9/18/2025 |
 US Foods (USFD) | 0.08% | 0% | 1.93% | 6/13/2025 |
 Woodward (WWD) | 0.08% | 0% | 1.93% | 7/10/2025 |
 Salesforce (CRM) | 0.08% | 0% | 2.21% | 1/31/2022 |
 ARM (ARM) | 0.07% | 0% | 1.57% | 2/14/2025 |
 Direxion Daily Tech Bull 3X (TECL) | 0.07% | 0% | 0.71% | 8/15/2025 |
 Royal Caribbean (RCL) | 0.07% | 0% | 1.64% | 9/16/2025 |
 Booking (BKNG) | 0.07% | 0% | 0.93% | 9/2/2025 |
 ITT (ITT) | 0.07% | 0% | 3.57% | 9/25/2025 |
 MYR Group (MYRG) | 0.07% | 0% | 2.35% | 2/13/2025 |
 SPX (SPXC) | 0.07% | 0% | 0.78% | 11/21/2025 |
 XPO Logistics (XPO) | 0.07% | 0% | 3% | 2/28/2025 |
 FICO (FICO) | 0.07% | 0% | 0.93% | 3/31/2025 |
 Bloom Energy (BE) | 0.07% | 0% | 1.14% | 10/31/2025 |
 Brookfield (BN.US) | 0.07% | 0% | 1.36% | 10/8/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.06% | 0% | 1.07% | 12/21/2023 |
 Mr Cooper (COOP) | 0.06% | 0% | 1.5% | 8/19/2025 |
 Freedom Holding (FRHC) | 0.06% | 0% | 1.57% | 8/12/2025 |
 Cardinal Health (CAH) | 0.06% | 0% | 2.35% | 2/13/2025 |
 Natera (NTRA) | 0.06% | 0% | 0.57% | 11/28/2025 |
 Crane NXT (CXT) | 0.06% | 0% | 2.35% | 2/13/2025 |
 American Express (AXP) | 0.06% | 0% | 1.36% | 7/9/2025 |
 Microchip (MCHP) | 0.06% | 0% | 3.21% | 8/10/2023 |
 Insmed (INSM) | 0.05% | 0% | 0.93% | 12/4/2025 |
 CACI (CACI) | 0.05% | 0% | 0.57% | 11/28/2025 |
 CBIZ (CBZ) | 0.05% | 0% | 2.07% | 2/14/2025 |
 Medpace (MEDP) | 0.05% | 0% | 1.5% | 4/2/2024 |
 Carvana (CVNA) | 0.05% | 0% | 1.43% | 7/29/2025 |
 West Pharma (WST) | 0.05% | 0% | 2% | 2/13/2025 |
 Snap-on (SNA) | 0.05% | 0% | 2% | 2/13/2025 |
 Kinsale (KNSL) | 0.05% | 0% | 1.93% | 2/13/2025 |
 Rockwell Automation (ROK) | 0.05% | 0% | 1.36% | 8/4/2025 |
 Williams-Sonoma (WSM) | 0.05% | 0% | 1.07% | 9/19/2025 |
 Oracle (ORCL) | 0.05% | 0% | 1.07% | 8/19/2025 |
 W. R. Berkley (WRB.US) | 0.05% | 0% | 2% | 4/7/2025 |
 Garmin (GRMN) | 0.04% | 0% | 0.5% | 10/29/2025 |
 STERIS (STE) | 0.04% | 0% | 0.43% | 12/4/2025 |
 CBRE (CBRE) | 0.04% | 0% | 1.21% | 10/6/2025 |
 Pfizer (PFE) | 0.04% | 0% | 0.64% | 1/11/2024 |
 Aon (AON) | 0.04% | 0% | 1% | 12/6/2023 |
 Wheaton Precious Metals (WPM) | 0.04% | 0% | 1.93% | 6/6/2022 |
 Darling (DAR) | 0.04% | 0% | 2.5% | 9/27/2023 |
 Kulicke and Soffa (KLIC) | 0.04% | 0% | 1.85% | 6/6/2022 |
 Coinbase (COIN) | 0.03% | 0% | 0.93% | 7/29/2025 |
 Applied Industrial Technologies (AIT) | 0.03% | 0% | 1% | 3/4/2025 |
 Goldman Sachs (GS) | 0.03% | 0% | 0.5% | 10/14/2025 |
 Coherent (COHR) | 0.03% | 0% | 0.36% | 11/13/2025 |
 Bank of America (BAC) | 0.03% | 0% | 1.71% | 6/9/2023 |
 The Hartford (HIG) | 0.03% | 6.31% | 0.5% | - |
 TechnipFMC (FTI) | 0.03% | 0% | 0.78% | 6/24/2025 |
 Ross Stores (ROST) | 0.03% | 0% | 0.43% | 12/4/2025 |
 Appfolio (APPF) | 0.03% | 0% | 0.71% | 1/10/2022 |
 Cummins (CMI) | 0.03% | 0% | 0.14% | 8/21/2025 |
 Ulta (ULTA) | 0.02% | 0% | 0.86% | 1/22/2025 |
 Capital One (COF) | 0.02% | 0% | 0.5% | 11/3/2023 |
 Raytheon (RTX) | 0.02% | 0% | 0.64% | 6/25/2025 |
 Carpenter Technology (CRS) | 0.02% | 0% | 0.93% | 7/22/2025 |
 AstraZeneca (AZN) | 0.02% | 0% | 0.5% | 6/27/2025 |
 ITW (ITW) | 0.02% | 0% | 0.5% | 8/15/2023 |
 Dick's (DKS) | 0.02% | 0% | 0.93% | 1/13/2025 |
 UPS (UPS) | 0.02% | 0% | 1.14% | 5/26/2022 |
 Interactive Brokers Group (IBKR) | 0.02% | 0% | 0.36% | 10/15/2025 |
 Amp (AMP) | 0.02% | 0% | 0.78% | 8/5/2024 |
 APi Group (APG) | 0.02% | 0% | 0.5% | 6/27/2025 |
 Match Group (MTCH) | 0.02% | 0% | 0.71% | 1/10/2022 |
 Guidewire (GWRE) | 0.02% | 0% | 0.5% | 6/23/2025 |
 Travelers (TRV) | 0.02% | 0% | 0.5% | 4/7/2025 |
 BD (BDX) | 0.02% | 0% | 0.71% | 8/18/2023 |
 Sherwin-Williams (SHW) | 0.02% | 0% | 0.71% | 8/18/2023 |
 Kratos (KTOS) | 0.02% | 0% | 0.5% | 8/19/2025 |
 Discover (DFS) | 0.02% | 0% | 0.43% | 5/22/2025 |
 Spotify (SPOT) | 0.02% | 0% | 0.43% | 7/1/2025 |
 Hilton (HLT) | 0.02% | 0% | 0.5% | 8/18/2023 |
 NuScale Power (SMR) | 0.01% | 0% | 0.36% | 6/10/2025 |
 TKO (TKO) | 0.01% | 0% | 0.21% | 10/10/2025 |
 Evercore (EVR) | 0.01% | 0% | 0.43% | 9/2/2025 |
 ArcBest (ARCB) | 0.01% | 0% | 0.71% | 4/25/2024 |
 eBay (EBAY) | 0.01% | 0% | 0.14% | 8/21/2025 |
 Home Depot (HD) | 0.01% | 0% | 0.14% | 8/21/2025 |
 Coca-Cola Consolidated (COKE) | 0.01% | 0% | 0.5% | 1/10/2025 |
 Trade Desk (TTD) | 0.01% | 0% | 0.71% | 1/10/2022 |
 Flex (FLEX) | 0.01% | 0% | 0.21% | 6/16/2025 |
 Kyndryl (KD) | 0.01% | 0% | 0.21% | 7/11/2025 |
 DoorDash (DASH.US) | 0.01% | 0% | 0.21% | 8/15/2025 |
 S&P Global (SPGI) | 0% | 0% | 0.29% | 6/26/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 10.77% | 11.09% |
| Meta (META) | 8.97% | 9.96% |
| Microsoft (MSFT) | 6.28% | 6.03% |
| Deckers (DECK) | 5.38% | 6% |
| TSMC (TSM) | 5.38% | 5.97% |
| Progressive (PGR) | 5.38% | 4.79% |
| Alphabet (GOOG) | 4.5% | 4.76% |
| Axon (AXON) | 3.59% | 4.55% |
| Ameriprise (AMP.US) | 3.59% | 4.51% |
| Emcor (EME) | 4.49% | 3.7% |
| Netflix (NFLX) | 2.69% | 3.56% |
| GoDaddy (GDDY) | 2.69% | 3.03% |
| Dick's (DKS) | 2.69% | 2.49% |
| Lennox (LII) | 2.69% | 2.4% |
| Lam Research (LRCX) | 2.69% | 2.33% |
| Eli Lilly (LLY) | 2.69% | 2.33% |
| Comfort Systems USA (FIX) | 2.69% | 2.16% |
| PulteGroup (PHM) | 2.69% | 2.05% |
| Erie Insurance (ERIE) | 1.79% | 1.45% |
| Applied Materials (AMAT) | 1.79% | 1.44% |