Index Performance
-2.41%
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 March 20, 2025
CSV download
| CME Group, Inc. (CME) | 3.27% | $94.90B | 9.88% | 82.37% | 13.77 |
| Newmont Corp. (NEM) | 3.06% | $53.37B | 57.60% | 34.62% | 2.61 |
| O'Reilly Automotive, Inc. (ORLY) | 2.94% | $76.65B | 5.67% | 48.46% | 4.63 |
| McKesson Corp. (MCK) | 2.92% | $82.86B | 17.80% | 3.38% | 0.24 |
| Broadcom Inc. (AVGO) | 2.87% | $901.18B | 24.71% | 64.68% | N/A |
| Edwards Lifesciences Corp. (EW) | 2.86% | $41.42B | -9.41% | 78.80% | 7.57 |
| Chubb Ltd. (CB) | 2.83% | $116.69B | 11.78% | N/A | 2.44 |
| Domino's Pizza, Inc. (DPZ) | 2.82% | $15.83B | 5.07% | 39.28% | 4.13 |
| Eli Lilly & Co. (LLY) | 2.73% | $794.01B | 32.00% | 81.31% | 16.17 |
| Exxon Mobil Corp. (XOM) | 2.63% | $501.17B | 1.86% | 22.53% | 1.45 |
| Johnson Controls International Plc (JCI) | 2.60% | $54.61B | -10.96% | 35.61% | 2.49 |
| Copart, Inc. (CPRT) | 2.55% | $51.81B | 14.03% | 44.73% | N/A |
| EOG Resources, Inc. (EOG) | 2.53% | $69.33B | 0.88% | 43.05% | 2.92 |
| Graco, Inc. (GGG) | 2.52% | $13.82B | -3.75% | 53.11% | 6.57 |
| Northern Trust Corp. (NTRS) | 2.51% | $19.26B | 31.09% | N/A | -0.33 |
| Microsoft Corp. (MSFT) | 2.50% | $2.91T | 12.27% | 68.69% | 12.14 |
| Airbnb, Inc. (ABNB) | 2.47% | $81.21B | 11.95% | 71.54% | 6.88 |
| BlackRock Finance, Inc. (BLK) | 2.45% | $147.47B | 12.05% | 78.16% | 7.59 |
| Amphenol Corp. (APH) | 2.44% | $80.66B | 21.25% | 33.76% | 6.03 |
| Diamondback Energy, Inc. (FANG) | 2.41% | $45.88B | 31.55% | 45.32% | 4.54 |
| Caterpillar, Inc. (CAT) | 2.30% | $160.48B | -3.36% | 36.33% | 3.24 |
| Arista Networks, Inc. (ANET) | 2.25% | $104.84B | 19.50% | 64.13% | 19.04 |
| Chipotle Mexican Grill, Inc. (CMG) | 2.22% | $65.77B | 14.61% | 23.71% | 7.61 |
| NVIDIA Corp. (NVDA) | 2.20% | $2.87T | 114.20% | 74.99% | 24.27 |
| W.W. Grainger, Inc. (GWW) | 2.16% | $46.88B | 4.19% | 38.96% | 3.15 |
| Hologic, Inc. (HOLX) | 2.07% | $13.79B | 0.86% | 56.35% | 4.31 |
| Hubbell, Inc. (HUBB) | 1.97% | $18.13B | 4.76% | 34.05% | 4.27 |
| Lennar Corp. (LEN) | 1.88% | $30.27B | 4.71% | 19.35% | N/A |
| Old Dominion Freight Line, Inc. (ODFL) | 1.88% | $35.12B | -0.88% | 33.20% | 6.58 |
| Manhattan Associates, Inc. (MANH) | 1.64% | $10.46B | 12.23% | 54.21% | 15.92 |
| Millrose Properties, Inc. (MRP) | 0.19% | N/A | N/A | N/A | N/A |
| SanDisk Corp. (SNDK) | -0.25% | $6.20B | 12.67% | 32.30% | N/A |
| Western Digital Corp. (WDC) | -0.59% | $15.19B | 41.33% | 35.38% | 1.75 |
| Edison International (EIX) | -0.64% | $22.40B | 7.72% | 24.73% | 4.11 |
| Microchip Technology, Inc. (MCHP) | -0.66% | $27.82B | -41.89% | 42.77% | 7.78 |
| Moderna, Inc. (MRNA) | -0.68% | $12.60B | -52.69% | 48.92% | 2.99 |
| HP, Inc. (HPQ) | -0.68% | $27.04B | 3.47% | 20.37% | N/A |
| Snap, Inc. (SNAP) | -0.69% | $15.83B | 16.40% | 51.02% | 3.49 |
| Teradyne, Inc. (TER) | -0.73% | $14.15B | 5.42% | 54.83% | 7.12 |
| Best Buy Co., Inc. (BBY) | -0.75% | $15.55B | -4.43% | 22.55% | 0.49 |
| Marriott International, Inc. (MAR) | -0.77% | $65.47B | 5.85% | 19.59% | 3.77 |
| General Motors Co. (GM) | -0.77% | $49.55B | 9.08% | 17.39% | 0.87 |
| Carnival Corp. (CCL) | -0.77% | $27.10B | 15.88% | 27.29% | 2.53 |
| International Flavors & Fragrances, Inc. (IFF) | -0.79% | $19.91B | 0.04% | 30.58% | 2.68 |
| Zoom Communications, Inc. (ZM) | -0.80% | $23.19B | 3.05% | 69.74% | 4.21 |
| DraftKings, Inc. (DKNG) | -0.80% | $34.87B | 30.07% | 38.11% | 3.87 |
| Alnylam Pharmaceuticals, Inc. (ALNY) | -0.81% | $36.86B | 22.97% | 85.62% | 13.38 |
| United Parcel Service, Inc. (UPS) | -0.82% | $98.32B | 0.16% | 18.77% | 1.40 |
| ConocoPhillips (COP) | -0.82% | $129.55B | -2.57% | 29.35% | 2.50 |
| NIKE, Inc. (NKE) | -0.85% | $100.49B | -9.41% | 41.49% | N/A |
| Cognizant Technology Solutions Corp. (CTSH) | -0.86% | $37.80B | 1.98% | 31.61% | 1.90 |
| Roku, Inc. (ROKU) | -0.86% | $11.43B | 18.03% | 43.90% | 2.23 |
| Enphase Energy, Inc. (ENPH) | -0.87% | $8.15B | -41.92% | 46.25% | 6.94 |
| Rivian Automotive, Inc. (RIVN) | -0.88% | $13.12B | 12.09% | -29.92% | 2.17 |
| Invitation Homes, Inc. (INVH) | -0.91% | $20.75B | 7.52% | 34.72% | 10.19 |
| Crown Castle, Inc. (CCI) | -0.92% | $46.33B | -5.92% | 45.80% | 10.46 |
| Uber Technologies, Inc. (UBER) | -0.93% | $158.43B | 17.96% | 32.14% | 3.06 |
| Roblox Corp. (RBLX) | -0.95% | $40.81B | 28.68% | 26.72% | 10.23 |
| Verizon Communications, Inc. (VZ) | -0.99% | $185.18B | 0.61% | 46.59% | 2.48 |
| Netflix, Inc. (NFLX) | -1.06% | $410.77B | 15.28% | 45.88% | 10.29 |
| Cloudflare, Inc. (NET) | -1.13% | $41.14B | 28.76% | 77.32% | 21.78 |
| Okta, Inc. (OKTA) | -1.29% | $19.75B | 15.33% | 76.32% | 5.73 |
Market data by FactSet