Live portfolio
Current holdings
Auto-refreshed each month, first business day. As of 2026-05-30.
FULL exposure (100%)
Holdings
1
out of 33 S&P 500
Regime
FULL
Full exposure
Fiscal year
FY2025
Most recent 10-K used
Top quality pool
3
Decile of universe
Current portfolio
1 positions View history →
| # | Company | Weight | Mom 12-1 |
|---|---|---|---|
| 1 | NVDA | 100.00% | +55.26% |
Sector allocation
Weighted by current position size
Watchlist
Top quality not currently held
ADBE
+1.551 MA
+1.448 Strategy performance
2007-02-01 → 2026-02-27 (19 years)
Total return
+1054.78%
Annualized
+13.71%
Volatility
16.08%
Sharpe
0.728
Max DD
-31.03%
Generated at 2026-05-30T19:32:00.506149+00:00. Data sources: SEC EDGAR companyfacts API (fundamentals), Yahoo Finance (prices). For research purposes only. Not investment advice.