Index Performance
-7.57%
Shorts Test
Overview
Description
A test portfolio for short and long holdings
- Inception Date11/09/2024
- WeightingCustom
- # of holdings61
What's inside?
Holdings
All holdings as of May 22, 2026
CSV download
| Newmont Corp. (NEM) | 4.92% | $128.85B | 47.46% | 62.44% | 4.69 |
| Broadcom Inc. (AVGO) | 4.46% | $2.00T | 29.47% | 65.57% | 24.48 |
| Caterpillar, Inc. (CAT) | 4.31% | $386.56B | 4.29% | 32.21% | 4.51 |
| Amphenol Corp. (APH) | 3.46% | $184.06B | 51.71% | 36.88% | 7.68 |
| Northern Trust Corp. (NTRS) | 3.12% | $30.39B | 7.77% | N/A | 0.01 |
| Johnson Controls International Plc (JCI) | 3.11% | $86.86B | 6.84% | 35.78% | 3.45 |
| Arista Networks, Inc. (ANET) | 2.96% | $222.76B | 28.60% | 64.06% | 17.37 |
| NVIDIA Corp. (NVDA) | 2.84% | $5.06T | 65.47% | 71.07% | 21.07 |
| CME Group, Inc. (CME) | 2.65% | $103.42B | 14.48% | 84.31% | 16.05 |
| Exxon Mobil Corp. (XOM) | 2.59% | $618.95B | -4.71% | 21.68% | 1.74 |
| Eli Lilly & Co. (LLY) | 2.48% | $835.18B | 44.70% | 83.04% | 15.39 |
| Edwards Lifesciences Corp. (EW) | 2.47% | $48.52B | 16.70% | 78.21% | 7.09 |
| McKesson Corp. (MCK) | 2.39% | $101.43B | 11.40% | 3.28% | 0.27 |
| Chubb Ltd. (CB) | 2.29% | $127.26B | 9.87% | N/A | N/A |
| Diamondback Energy, Inc. (FANG) | 2.25% | $54.80B | 35.79% | 35.16% | 4.27 |
| O'Reilly Automotive, Inc. (ORLY) | 2.15% | $77.92B | 6.42% | 48.75% | 4.86 |
| EOG Resources, Inc. (EOG) | 2.15% | $71.32B | -3.51% | 40.80% | 2.78 |
| BlackRock Finance, Inc. (BLK) | 2.03% | $170.33B | 25.81% | 81.43% | N/A |
| W.W. Grainger, Inc. (GWW) | 2.00% | $54.33B | 4.51% | 38.61% | 2.85 |
| Hubbell, Inc. (HUBB) | 2.00% | $29.33B | 3.84% | 35.47% | 4.41 |
| Microsoft Corp. (MSFT) | 1.96% | $3.15T | 16.72% | 68.04% | 11.92 |
| Airbnb, Inc. (ABNB) | 1.86% | $86.94B | 10.84% | 72.26% | 6.16 |
| Old Dominion Freight Line, Inc. (ODFL) | 1.77% | $45.82B | -5.48% | 31.67% | 6.04 |
| Graco, Inc. (GGG) | 1.67% | $13.54B | 2.25% | 51.96% | 5.98 |
| Domino's Pizza, Inc. (DPZ) | 1.41% | $12.37B | 4.96% | 39.15% | 3.88 |
| Copart, Inc. (CPRT) | 1.18% | $31.86B | -3.58% | 43.32% | 7.50 |
| Chipotle Mexican Grill, Inc. (CMG) | 1.10% | $44.56B | 5.41% | 22.35% | 4.50 |
| Lennar Corp. (LEN) | 1.05% | $23.09B | -13.34% | 15.01% | 0.91 |
| Manhattan Associates, Inc. (MANH) | 0.98% | $8.43B | 7.39% | 54.48% | 7.11 |
| Millrose Properties, Inc. (MRP) | 0.17% | $4.74B | N/A | N/A | 11.74 |
| Snap, Inc. (SNAP) | -0.32% | $9.54B | 10.63% | 52.33% | 2.51 |
| DraftKings, Inc. (DKNG) | -0.39% | $20.60B | 26.99% | 41.25% | 2.95 |
| NIKE, Inc. (NKE) | -0.40% | $66.18B | -0.16% | 40.40% | 2.05 |
| Cognizant Technology Solutions Corp. (CTSH) | -0.43% | $26.36B | 6.95% | 31.26% | 1.89 |
| HP, Inc. (HPQ) | -0.48% | $18.10B | 7.46% | 19.34% | 0.46 |
| Best Buy Co., Inc. (BBY) | -0.49% | $12.64B | 0.39% | 22.45% | 0.38 |
| United Parcel Service, Inc. (UPS) | -0.55% | $90.96B | -2.49% | 18.53% | 1.21 |
| International Flavors & Fragrances, Inc. (IFF) | -0.55% | $18.17B | -5.17% | 30.94% | 2.14 |
| Roblox Corp. (RBLX) | -0.57% | $39.75B | 35.77% | 23.75% | 11.17 |
| Invitation Homes, Inc. (INVH) | -0.59% | $16.26B | 2.41% | 32.83% | 9.11 |
| Edison International (EIX) | -0.60% | $26.50B | 9.76% | 31.31% | 3.45 |
| Crown Castle, Inc. (CCI) | -0.61% | $37.68B | -4.81% | 56.63% | 15.47 |
| Uber Technologies, Inc. (UBER) | -0.64% | $152.03B | 18.28% | 33.36% | 3.43 |
| Enphase Energy, Inc. (ENPH) | -0.67% | $4.71B | 10.72% | 61.91% | 2.75 |
| Carnival Corp. (CCL) | -0.68% | $37.55B | 6.11% | 24.82% | 2.56 |
| Alnylam Pharmaceuticals, Inc. (ALNY) | -0.68% | $40.77B | 65.19% | 81.64% | 14.44 |
| ConocoPhillips (COP) | -0.70% | $148.41B | 7.51% | 24.63% | 2.29 |
| Moderna, Inc. (MRNA) | -0.70% | $20.12B | -39.93% | 44.29% | 3.59 |
| Netflix, Inc. (NFLX) | -0.70% | $389.43B | 19.31% | 52.44% | 8.84 |
| Okta, Inc. (OKTA) | -0.76% | $13.44B | 11.84% | 77.36% | 4.46 |
| Zoom Communications, Inc. (ZM) | -0.79% | $27.12B | 4.36% | 77.02% | 4.22 |
| Rivian Automotive, Inc. (RIVN) | -0.82% | $20.50B | 8.39% | -2.77% | 4.18 |
| Marriott International, Inc. (MAR) | -0.84% | $97.27B | 4.33% | 19.13% | 3.88 |
| Verizon Communications, Inc. (VZ) | -0.84% | $195.62B | 2.52% | 45.79% | 2.43 |
| General Motors Co. (GM) | -0.88% | $70.55B | -1.29% | 6.27% | 0.98 |
| Microchip Technology, Inc. (MCHP) | -0.90% | $48.40B | 15.59% | 45.56% | 9.13 |
| Roku, Inc. (ROKU) | -1.04% | $16.99B | 15.18% | 43.79% | 3.08 |
| Cloudflare, Inc. (NET) | -1.47% | $72.88B | 29.85% | 74.51% | 31.41 |
| Teradyne, Inc. (TER) | -2.08% | $65.45B | 13.27% | 55.05% | 9.68 |
| Western Digital Corp. (WDC) | -4.52% | $136.97B | -29.59% | 45.74% | 6.75 |
| Sandisk Corp. (SNDK) | -4.55% | $146.11B | 61.25% | 50.94% | 4.73 |
Market data by FactSet