Index Performance
+5.92%
Shorts Test
Overview
Description
A test portfolio for short and long holdings
- Inception Date11/09/2024
- WeightingCustom
- # of holdings62
What's inside?
Holdings
All holdings as of February 20, 2026
CSV download
| Newmont Corp. (NEM) | 5.90% | $132.86B | 19.08% | 49.78% | 4.90 |
| Amphenol Corp. (APH) | 4.16% | $185.66B | 51.71% | 36.88% | 7.68 |
| Caterpillar, Inc. (CAT) | 3.91% | $353.50B | 4.29% | 32.21% | 4.51 |
| Broadcom Inc. (AVGO) | 3.76% | $1.58T | 23.87% | 64.71% | 28.86 |
| Johnson Controls International Plc (JCI) | 3.39% | $88.01B | 6.84% | 35.78% | 3.45 |
| McKesson Corp. (MCK) | 3.10% | $116.05B | 11.40% | 3.28% | 0.27 |
| CME Group, Inc. (CME) | 2.86% | $111.10B | 6.37% | 82.58% | 14.92 |
| Northern Trust Corp. (NTRS) | 2.80% | $27.38B | -10.12% | N/A | -0.77 |
| Arista Networks, Inc. (ANET) | 2.67% | $166.86B | 28.60% | 64.06% | 17.37 |
| NVIDIA Corp. (NVDA) | 2.61% | $4.61T | 62.49% | 73.41% | 24.10 |
| Exxon Mobil Corp. (XOM) | 2.56% | $613.68B | -4.71% | 21.68% | 1.74 |
| Eli Lilly & Co. (LLY) | 2.45% | $952.34B | 44.70% | 83.04% | 15.39 |
| Chubb Ltd. (CB) | 2.40% | $130.51B | 6.47% | N/A | N/A |
| Edwards Lifesciences Corp. (EW) | 2.39% | $46.30B | 11.55% | 78.13% | 7.83 |
| Hubbell, Inc. (HUBB) | 2.30% | $28.00B | 3.84% | 35.47% | 4.41 |
| O'Reilly Automotive, Inc. (ORLY) | 2.28% | $78.92B | 6.42% | 51.59% | 4.86 |
| BlackRock Finance, Inc. (BLK) | 2.13% | $178.04B | 18.88% | 82.05% | N/A |
| Graco, Inc. (GGG) | 2.12% | $15.39B | 5.83% | 52.45% | 6.05 |
| Diamondback Energy, Inc. (FANG) | 2.03% | $50.43B | 48.36% | 34.63% | 4.14 |
| EOG Resources, Inc. (EOG) | 1.93% | $66.78B | -2.75% | 40.55% | 2.90 |
| Microsoft Corp. (MSFT) | 1.92% | $2.95T | 16.72% | 68.04% | 11.92 |
| Hologic, Inc. (HOLX) | 1.90% | $16.84B | 2.54% | 55.75% | 4.12 |
| W.W. Grainger, Inc. (GWW) | 1.87% | $53.39B | 4.51% | 38.61% | 2.85 |
| Airbnb, Inc. (ABNB) | 1.86% | $77.85B | 10.84% | 72.26% | 6.16 |
| Domino's Pizza, Inc. (DPZ) | 1.76% | $13.00B | 6.20% | 40.09% | 4.22 |
| Old Dominion Freight Line, Inc. (ODFL) | 1.75% | $42.11B | -5.48% | 31.67% | 6.02 |
| Lennar Corp. (LEN) | 1.38% | $28.52B | -3.79% | 17.61% | 1.07 |
| Copart, Inc. (CPRT) | 1.29% | $35.31B | -3.58% | 43.32% | 7.50 |
| Chipotle Mexican Grill, Inc. (CMG) | 1.27% | $48.89B | 5.41% | 22.35% | 4.50 |
| Manhattan Associates, Inc. (MANH) | 1.02% | $8.63B | 3.75% | 55.74% | 9.54 |
| Millrose Properties, Inc. (MRP) | 0.20% | $4.79B | N/A | N/A | 17.80 |
| Snap, Inc. (SNAP) | -0.29% | $8.68B | 10.63% | 52.33% | 2.51 |
| DraftKings, Inc. (DKNG) | -0.34% | $19.77B | 26.99% | 41.25% | 2.95 |
| HP, Inc. (HPQ) | -0.35% | $17.07B | 4.09% | 20.34% | 0.61 |
| Enphase Energy, Inc. (ENPH) | -0.49% | $6.10B | 10.72% | 45.70% | 2.75 |
| Best Buy Co., Inc. (BBY) | -0.51% | $13.51B | 2.40% | 23.21% | 0.48 |
| Invitation Homes, Inc. (INVH) | -0.52% | $15.42B | 2.41% | 32.83% | 9.11 |
| Cognizant Technology Solutions Corp. (CTSH) | -0.54% | $31.10B | 6.95% | 31.26% | 1.89 |
| NIKE, Inc. (NKE) | -0.59% | $96.82B | 0.37% | 40.58% | 2.12 |
| Crown Castle, Inc. (CCI) | -0.60% | $38.33B | -35.08% | 57.90% | 15.98 |
| International Flavors & Fragrances, Inc. (IFF) | -0.61% | $20.84B | -5.17% | 30.95% | 2.08 |
| Okta, Inc. (OKTA) | -0.63% | $13.17B | 11.58% | 77.09% | 5.03 |
| Edison International (EIX) | -0.63% | $28.37B | 9.76% | 31.31% | 3.45 |
| United Parcel Service, Inc. (UPS) | -0.64% | $99.12B | -2.49% | 18.53% | 1.21 |
| Netflix, Inc. (NFLX) | -0.65% | $332.16B | 16.46% | 48.59% | 9.17 |
| ConocoPhillips (COP) | -0.68% | $135.11B | 7.51% | 24.63% | 2.29 |
| Uber Technologies, Inc. (UBER) | -0.69% | $152.01B | 18.28% | 33.36% | 3.43 |
| Zoom Communications, Inc. (ZM) | -0.70% | $26.73B | 4.44% | 77.90% | 3.89 |
| Roblox Corp. (RBLX) | -0.76% | $43.94B | 35.77% | 23.75% | 11.17 |
| Microchip Technology, Inc. (MCHP) | -0.77% | $42.06B | 15.59% | 45.56% | 9.13 |
| Roku, Inc. (ROKU) | -0.77% | $13.13B | 15.18% | 43.79% | 3.08 |
| Moderna, Inc. (MRNA) | -0.78% | $19.49B | -39.93% | 44.29% | 3.59 |
| Alnylam Pharmaceuticals, Inc. (ALNY) | -0.80% | $44.59B | 65.19% | 81.64% | 14.44 |
| Marriott International, Inc. (MAR) | -0.82% | $92.20B | 4.33% | 19.13% | 3.92 |
| Carnival Corp. (CCL) | -0.87% | $44.18B | 6.40% | 29.21% | 2.34 |
| Verizon Communications, Inc. (VZ) | -0.88% | $207.72B | 2.52% | 45.64% | 2.43 |
| Rivian Automotive, Inc. (RIVN) | -0.92% | $18.95B | 8.39% | -2.77% | 4.18 |
| General Motors Co. (GM) | -0.95% | $73.68B | -1.29% | 6.27% | 0.98 |
| Cloudflare, Inc. (NET) | -1.27% | $61.97B | 29.85% | 74.43% | 31.41 |
| Teradyne, Inc. (TER) | -2.00% | $50.86B | 13.27% | 55.05% | 9.68 |
| Sandisk Corp. (SNDK) | -2.14% | $95.94B | 61.25% | 50.94% | 4.73 |
| Western Digital Corp. (WDC) | -2.83% | $96.80B | -29.59% | 45.74% | 6.75 |
Market data by FactSet