Index Performance
+5.62%
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 August 21, 2026
CSV download
| Newmont Corp. (NEM) | 5.56% | $134.49B | 16.93% | 53.92% | 3.81 |
| Amphenol Corp. (APH) | 3.79% | $188.78B | 55.00% | 40.51% | 8.30 |
| Caterpillar, Inc. (CAT) | 3.74% | $374.81B | 23.98% | 36.16% | 7.10 |
| Broadcom Inc. (AVGO) | 3.66% | $1.73T | 47.87% | 67.24% | 27.82 |
| Arista Networks, Inc. (ANET) | 3.34% | $231.75B | 37.69% | 62.93% | 19.30 |
| Northern Trust Corp. (NTRS) | 3.16% | $33.39B | 17.18% | N/A | -0.50 |
| Johnson Controls International Plc (JCI) | 2.97% | $86.72B | 9.29% | 37.41% | 3.92 |
| Eli Lilly & Co. (LLY) | 2.70% | $1.17T | 47.67% | 85.78% | 14.03 |
| NVIDIA Corp. (NVDA) | 2.62% | $5.25T | 85.23% | 74.93% | 19.77 |
| Exxonmobil Corp. (XOM) | 2.56% | $678.93B | 43.14% | 21.35% | 1.68 |
| McKesson Corp. (MCK) | 2.48% | $97.79B | 7.72% | 3.31% | 0.24 |
| Airbnb, Inc. (ABNB) | 2.43% | $110.78B | 16.54% | 72.45% | 5.73 |
| Edwards Lifesciences Corp. (EW) | 2.38% | $51.78B | 13.63% | 78.09% | 7.49 |
| CME Group, Inc. (CME) | 2.32% | $97.40B | 0.84% | 82.08% | 12.01 |
| Chubb Ltd. (CB) | 2.20% | $132.28B | 6.96% | N/A | 2.61 |
| Diamondback Energy, Inc. (FANG) | 2.19% | $59.09B | 51.22% | 46.62% | 3.96 |
| EOG Resources, Inc. (EOG) | 2.16% | $79.83B | 58.67% | 47.81% | 2.70 |
| Microsoft Corp. (MSFT) | 2.09% | $3.57T | 17.79% | 67.94% | 8.53 |
| BlackRock Finance, Inc. (BLK) | 2.03% | $188.06B | 22.39% | 77.52% | 6.14 |
| W.W. Grainger, Inc. (GWW) | 1.94% | $61.25B | 10.25% | 39.51% | 3.54 |
| O'Reilly Automotive, Inc. (ORLY) | 1.93% | $72.06B | 8.11% | 51.45% | 4.61 |
| Hubbell, Inc. (HUBB) | 1.83% | $24.82B | 15.33% | 35.90% | 5.30 |
| Graco, Inc. (GGG) | 1.65% | $13.23B | 3.28% | 53.67% | 5.39 |
| Old Dominion Freight Line, Inc. (ODFL) | 1.61% | $42.41B | 10.39% | 35.04% | 8.02 |
| Domino's Pizza, Inc. (DPZ) | 1.41% | $11.06B | 4.30% | 40.04% | 3.08 |
| Manhattan Associates, Inc. (MANH) | 1.40% | $12.31B | 9.31% | 55.98% | 7.18 |
| Chipotle Mexican Grill, Inc. (CMG) | 1.13% | $44.66B | 9.31% | 22.29% | 3.88 |
| Copart, Inc. (CPRT) | 1.08% | $31.78B | 2.09% | 45.72% | 5.85 |
| Lennar Corp. (LEN) | 0.95% | $20.53B | -4.53% | 16.16% | 0.79 |
| Millrose Properties, Inc. (MRP) | 0.17% | $4.72B | 32.11% | N/A | 9.79 |
| Snap, Inc. (SNAP) | -0.27% | $8.81B | 18.89% | 55.38% | 1.41 |
| NIKE, Inc. (NKE) | -0.34% | $59.65B | -0.01% | 43.20% | 1.52 |
| DraftKings, Inc. (DKNG) | -0.37% | $22.26B | -4.58% | 38.21% | 2.16 |
| Enphase Energy, Inc. (ENPH) | -0.37% | $5.07B | -19.63% | 81.10% | 4.74 |
| Roblox Corp. (RBLX) | -0.42% | $27.60B | 35.93% | 30.70% | 6.64 |
| Cognizant Technology Solutions Corp. (CTSH) | -0.47% | $27.44B | 4.50% | 30.05% | 0.88 |
| Crown Castle, Inc. (CCI) | -0.47% | $32.08B | -4.91% | 56.65% | 13.22 |
| Alnylam Pharmaceuticals, Inc. (ALNY) | -0.50% | $30.68B | 66.86% | 76.88% | 8.60 |
| United Parcel Service, Inc. (UPS) | -0.52% | $87.27B | 7.70% | 17.96% | 1.28 |
| HP, Inc. (HPQ) | -0.52% | $26.95B | 11.05% | 20.88% | 0.46 |
| Edison International (EIX) | -0.56% | $28.73B | -4.09% | 30.18% | 3.80 |
| Invitation Homes, Inc. (INVH) | -0.57% | $17.88B | 8.63% | 29.52% | 9.12 |
| International Flavors & Fragrances, Inc. (IFF) | -0.57% | $21.28B | -29.31% | 39.46% | 2.61 |
| Netflix, Inc. (NFLX) | -0.58% | $333.70B | 13.41% | 52.12% | 6.39 |
| Carnival Corp. Ltd. (CCL) | -0.62% | $34.75B | 5.29% | 25.74% | 2.30 |
| Best Buy Co., Inc. (BBY) | -0.63% | $18.07B | 1.93% | 23.50% | 0.35 |
| Uber Technologies, Inc. (UBER) | -0.65% | $160.44B | 12.17% | 37.93% | 2.86 |
| Microchip Technology, Inc. (MCHP) | -0.68% | $41.17B | 38.05% | 53.03% | 10.80 |
| ConocoPhillips (COP) | -0.72% | $162.05B | 37.70% | 36.10% | 2.25 |
| Zoom Communications, Inc. (ZM) | -0.74% | $31.17B | 5.47% | 77.86% | 4.35 |
| Marriott International, Inc. (MAR) | -0.75% | $92.99B | 4.85% | 20.35% | 4.29 |
| Verizon Communications, Inc. (VZ) | -0.80% | $204.37B | -0.73% | 47.18% | 2.62 |
| Rivian Automotive, Inc. (RIVN) | -0.90% | $23.18B | 27.24% | 5.43% | 3.92 |
| General Motors Co. (GM) | -0.91% | $75.59B | 1.92% | 7.61% | 0.93 |
| Okta, Inc. (OKTA) | -1.03% | $23.32B | 11.19% | 77.78% | 3.64 |
| Roku, Inc. (ROKU) | -1.20% | $23.32B | 21.93% | 49.73% | 3.63 |
| Cloudflare, Inc. (NET) | -1.83% | $99.31B | 35.87% | 71.76% | 34.34 |
| Moderna, Inc. (MRNA) | -2.00% | $53.23B | 2.11% | -7.59% | 10.78 |
| Teradyne, Inc. (TER) | -2.01% | $59.90B | 103.99% | 59.42% | 15.39 |
| Western Digital Corp. (WDC) | -3.95% | $169.11B | 35.70% | 48.85% | 15.95 |
| Sandisk Corp. (SNDK) | -4.53% | $234.36B | 175.30% | 71.47% | 13.13 |
Market data by FactSet