Index Performance
+3.41%
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 October 5, 2026
CSV download
| Newmont Corp. (NEM) | 4.91% | $122.04B | 16.93% | 53.92% | 3.81 |
| Amphenol Corp. (APH) | 4.22% | $215.20B | 55.00% | 40.51% | 8.30 |
| Caterpillar, Inc. (CAT) | 3.84% | $389.87B | 23.98% | 36.16% | 7.10 |
| Arista Networks, Inc. (ANET) | 3.67% | $260.95B | 37.69% | 62.93% | 19.30 |
| Broadcom Inc. (AVGO) | 3.61% | $1.73T | 85.50% | 67.46% | 21.75 |
| Johnson Controls International Plc (JCI) | 3.27% | $95.01B | 9.29% | 37.41% | 3.92 |
| Northern Trust Corp. (NTRS) | 2.96% | $31.23B | 17.18% | N/A | -0.50 |
| NVIDIA Corp. (NVDA) | 2.92% | $5.76T | 105.85% | 74.98% | 16.38 |
| McKesson Corp. (MCK) | 2.64% | $106.73B | 7.72% | 3.31% | 0.24 |
| Exxonmobil Corp. (XOM) | 2.56% | $674.37B | 43.14% | 21.35% | 1.68 |
| Eli Lilly & Co. (LLY) | 2.47% | $1.08T | 47.67% | 85.78% | 14.03 |
| Edwards Lifesciences Corp. (EW) | 2.32% | $50.28B | 13.63% | 78.09% | 7.49 |
| CME Group, Inc. (CME) | 2.29% | $97.10B | 0.84% | 82.08% | 12.01 |
| Microsoft Corp. (MSFT) | 2.28% | $3.90T | 17.79% | 67.94% | 8.53 |
| Chubb Ltd. (CB) | 2.14% | $127.50B | 6.96% | N/A | 2.61 |
| Airbnb, Inc. (ABNB) | 2.13% | $98.24B | 16.54% | 72.45% | 5.73 |
| EOG Resources, Inc. (EOG) | 2.04% | $75.57B | 58.67% | 47.81% | 2.70 |
| Diamondback Energy, Inc. (FANG) | 1.92% | $51.55B | 51.22% | 46.62% | 3.96 |
| W.W. Grainger, Inc. (GWW) | 1.91% | $60.61B | 10.25% | 39.51% | 3.54 |
| BlackRock Finance, Inc. (BLK) | 1.88% | $173.41B | 22.39% | 77.52% | 6.14 |
| Hubbell, Inc. (HUBB) | 1.88% | $25.39B | 15.33% | 35.90% | 5.30 |
| O'Reilly Automotive, Inc. (ORLY) | 1.82% | $67.87B | 8.11% | 51.45% | 4.61 |
| Graco, Inc. (GGG) | 1.61% | $12.77B | 3.28% | 53.67% | 5.39 |
| Old Dominion Freight Line, Inc. (ODFL) | 1.40% | $37.19B | 10.39% | 35.04% | 8.02 |
| Manhattan Associates, Inc. (MANH) | 1.34% | $11.98B | 9.31% | 55.98% | 7.18 |
| Domino's Pizza, Inc. (DPZ) | 1.24% | $9.84B | 4.30% | 40.04% | 3.08 |
| Chipotle Mexican Grill, Inc. (CMG) | 0.95% | $39.04B | 9.31% | 22.29% | 3.88 |
| Copart, Inc. (CPRT) | 0.89% | $25.61B | 0.41% | 44.06% | 5.03 |
| Lennar Corp. (LEN) | 0.82% | $17.68B | -8.42% | 16.65% | 0.77 |
| Millrose Properties, Inc. (MRP) | 0.13% | $3.47B | 32.11% | N/A | 9.79 |
| DraftKings, Inc. (DKNG) | -0.28% | $17.43B | -4.58% | 38.21% | 2.16 |
| NIKE, Inc. (NKE) | -0.29% | $50.43B | -4.35% | 42.54% | 1.32 |
| Snap, Inc. (SNAP) | -0.29% | $9.49B | 18.89% | 55.38% | 1.41 |
| Enphase Energy, Inc. (ENPH) | -0.32% | $4.42B | -19.63% | 81.10% | 4.74 |
| Edison International (EIX) | -0.43% | $20.87B | -4.09% | 30.18% | 3.80 |
| Crown Castle, Inc. (CCI) | -0.43% | $28.75B | -4.91% | 56.65% | 13.22 |
| Cognizant Technology Solutions Corp. (CTSH) | -0.44% | $26.20B | 4.50% | 30.05% | 0.88 |
| Alnylam Pharmaceuticals, Inc. (ALNY) | -0.46% | $29.42B | 66.86% | 76.88% | 8.60 |
| United Parcel Service, Inc. (UPS) | -0.48% | $79.24B | 7.70% | 17.96% | 1.28 |
| Roblox Corp. (RBLX) | -0.48% | $31.85B | 35.93% | 30.70% | 6.64 |
| Invitation Homes, Inc. (INVH) | -0.49% | $15.39B | 8.63% | 29.52% | 9.12 |
| Netflix, Inc. (NFLX) | -0.49% | $281.07B | 13.41% | 52.12% | 6.39 |
| HP, Inc. (HPQ) | -0.55% | $28.38B | 11.14% | 18.45% | 0.53 |
| International Flavors & Fragrances, Inc. (IFF) | -0.57% | $21.24B | -29.31% | 39.46% | 2.61 |
| Uber Technologies, Inc. (UBER) | -0.58% | $141.92B | 12.17% | 37.93% | 2.86 |
| Carnival Corp. Ltd. (CCL) | -0.62% | $34.37B | 3.46% | 36.19% | 2.05 |
| Best Buy Co., Inc. (BBY) | -0.64% | $18.33B | 3.61% | 23.89% | 0.47 |
| Zoom Communications, Inc. (ZM) | -0.65% | $27.32B | 4.93% | 77.16% | 4.32 |
| ConocoPhillips (COP) | -0.69% | $154.25B | 37.70% | 36.10% | 2.25 |
| Microchip Technology, Inc. (MCHP) | -0.73% | $44.25B | 38.05% | 53.03% | 10.80 |
| Verizon Communications, Inc. (VZ) | -0.75% | $190.50B | -0.73% | 47.35% | 2.62 |
| Marriott International, Inc. (MAR) | -0.75% | $92.80B | 4.85% | 20.35% | 4.29 |
| Rivian Automotive, Inc. (RIVN) | -0.78% | $21.14B | 27.24% | 5.43% | 3.92 |
| General Motors Co. (GM) | -0.83% | $70.40B | 1.92% | 7.61% | 0.93 |
| Roku, Inc. (ROKU) | -1.17% | $22.78B | 21.93% | 49.73% | 3.63 |
| Okta, Inc. (OKTA) | -1.66% | $38.16B | 10.58% | 79.63% | 7.53 |
| Cloudflare, Inc. (NET) | -2.25% | $128.01B | 35.87% | 71.76% | 34.34 |
| Teradyne, Inc. (TER) | -2.39% | $69.50B | 103.99% | 59.42% | 15.39 |
| Moderna, Inc. (MRNA) | -2.81% | $81.13B | 2.11% | -7.59% | 10.78 |
| Western Digital Corp. (WDC) | -3.81% | $159.23B | 35.70% | 48.85% | 15.95 |
| Sandisk Corp. (SNDK) | -4.84% | $249.52B | 175.30% | 71.47% | 13.13 |
Market data by FactSet