Index Performance
+1.16%
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 April 7, 2026
CSV download
| Newmont Corp. (NEM) | 5.70% | $124.72B | 19.08% | 49.78% | 4.90 |
| Broadcom Inc. (AVGO) | 3.89% | $1.58T | 29.47% | 65.57% | 24.48 |
| Caterpillar, Inc. (CAT) | 3.83% | $337.07B | 4.29% | 32.21% | 4.51 |
| Amphenol Corp. (APH) | 3.63% | $157.81B | 51.71% | 36.88% | 7.68 |
| Johnson Controls International Plc (JCI) | 3.22% | $81.50B | 6.84% | 35.78% | 3.45 |
| CME Group, Inc. (CME) | 3.04% | $111.38B | 6.37% | 82.58% | 14.97 |
| Exxon Mobil Corp. (XOM) | 2.94% | $682.97B | -4.71% | 21.68% | 1.74 |
| Northern Trust Corp. (NTRS) | 2.91% | $27.06B | -9.93% | N/A | -1.06 |
| McKesson Corp. (MCK) | 2.88% | $104.93B | 11.40% | 3.28% | 0.27 |
| Arista Networks, Inc. (ANET) | 2.76% | $167.92B | 28.60% | 64.06% | 17.37 |
| NVIDIA Corp. (NVDA) | 2.52% | $4.33T | 65.47% | 71.07% | 21.07 |
| Edwards Lifesciences Corp. (EW) | 2.49% | $46.95B | 11.55% | 77.91% | 7.65 |
| Chubb Ltd. (CB) | 2.44% | $127.74B | 6.98% | N/A | 2.57 |
| Diamondback Energy, Inc. (FANG) | 2.33% | $54.99B | 35.79% | 35.16% | 4.27 |
| EOG Resources, Inc. (EOG) | 2.32% | $77.38B | -3.51% | 40.80% | 2.78 |
| Eli Lilly & Co. (LLY) | 2.32% | $879.71B | 44.70% | 83.04% | 15.39 |
| O'Reilly Automotive, Inc. (ORLY) | 2.29% | $76.60B | 6.42% | 48.75% | 4.86 |
| Hubbell, Inc. (HUBB) | 2.24% | $26.54B | 3.84% | 35.47% | 4.41 |
| Graco, Inc. (GGG) | 1.99% | $14.05B | 5.83% | 52.45% | 6.05 |
| Hologic, Inc. (HOLX) | 1.97% | $16.97B | 2.54% | 55.75% | 4.12 |
| BlackRock Finance, Inc. (BLK) | 1.93% | $156.38B | 19.22% | 76.55% | 7.28 |
| W.W. Grainger, Inc. (GWW) | 1.89% | $52.50B | 4.51% | 38.61% | 2.85 |
| Airbnb, Inc. (ABNB) | 1.87% | $76.07B | 10.84% | 72.26% | 6.16 |
| Microsoft Corp. (MSFT) | 1.85% | $2.76T | 16.72% | 68.04% | 11.92 |
| Old Dominion Freight Line, Inc. (ODFL) | 1.78% | $41.46B | -5.48% | 31.67% | 6.04 |
| Domino's Pizza, Inc. (DPZ) | 1.74% | $12.38B | 4.96% | 39.15% | 3.88 |
| Copart, Inc. (CPRT) | 1.20% | $31.90B | -3.58% | 43.32% | 7.50 |
| Chipotle Mexican Grill, Inc. (CMG) | 1.15% | $43.06B | 5.41% | 22.35% | 4.50 |
| Lennar Corp. (LEN) | 1.04% | $21.13B | -13.11% | 15.23% | 0.91 |
| Manhattan Associates, Inc. (MANH) | 0.98% | $8.08B | 3.75% | 55.74% | 9.54 |
| Millrose Properties, Inc. (MRP) | 0.18% | $4.27B | N/A | N/A | 11.74 |
| Snap, Inc. (SNAP) | -0.27% | $8.11B | 10.63% | 52.33% | 2.51 |
| Enphase Energy, Inc. (ENPH) | -0.34% | $4.20B | 10.72% | 61.91% | 2.75 |
| HP, Inc. (HPQ) | -0.36% | $17.02B | 7.46% | 19.34% | 0.46 |
| DraftKings, Inc. (DKNG) | -0.36% | $20.33B | 26.99% | 41.25% | 2.95 |
| NIKE, Inc. (NKE) | -0.40% | $63.54B | -0.16% | 40.40% | 2.05 |
| Best Buy Co., Inc. (BBY) | -0.52% | $13.39B | 0.39% | 22.45% | 0.38 |
| Cognizant Technology Solutions Corp. (CTSH) | -0.53% | $29.41B | 6.95% | 31.26% | 1.89 |
| International Flavors & Fragrances, Inc. (IFF) | -0.54% | $17.88B | -5.17% | 30.94% | 2.14 |
| Invitation Homes, Inc. (INVH) | -0.54% | $15.61B | 2.41% | 32.83% | 9.11 |
| United Parcel Service, Inc. (UPS) | -0.56% | $82.85B | -2.49% | 18.53% | 1.21 |
| Crown Castle, Inc. (CCI) | -0.60% | $37.03B | -35.08% | 58.11% | 15.98 |
| Edison International (EIX) | -0.64% | $27.94B | 9.76% | 31.31% | 3.45 |
| Zoom Communications, Inc. (ZM) | -0.67% | $24.76B | 4.36% | 77.02% | 4.22 |
| Uber Technologies, Inc. (UBER) | -0.69% | $147.63B | 18.28% | 33.36% | 3.43 |
| Microchip Technology, Inc. (MCHP) | -0.69% | $36.53B | 15.59% | 45.56% | 9.13 |
| Okta, Inc. (OKTA) | -0.69% | $14.03B | 11.84% | 77.36% | 4.46 |
| Carnival Corp. (CCL) | -0.70% | $34.86B | 6.11% | 24.82% | 2.56 |
| Roblox Corp. (RBLX) | -0.72% | $40.75B | 35.77% | 23.75% | 11.17 |
| Alnylam Pharmaceuticals, Inc. (ALNY) | -0.78% | $42.38B | 65.19% | 81.64% | 14.44 |
| Moderna, Inc. (MRNA) | -0.80% | $19.79B | -39.93% | 44.29% | 3.59 |
| Marriott International, Inc. (MAR) | -0.80% | $87.69B | 4.33% | 19.13% | 3.88 |
| ConocoPhillips (COP) | -0.84% | $161.07B | 7.51% | 24.63% | 2.29 |
| Netflix, Inc. (NFLX) | -0.84% | $417.23B | 16.46% | 48.59% | 9.17 |
| Roku, Inc. (ROKU) | -0.87% | $14.53B | 15.18% | 43.79% | 3.08 |
| General Motors Co. (GM) | -0.88% | $65.77B | -1.29% | 6.27% | 0.98 |
| Verizon Communications, Inc. (VZ) | -0.89% | $205.06B | 2.52% | 45.79% | 2.43 |
| Rivian Automotive, Inc. (RIVN) | -0.91% | $18.23B | 8.39% | -2.77% | 4.18 |
| Cloudflare, Inc. (NET) | -1.59% | $76.13B | 29.85% | 74.51% | 31.41 |
| Teradyne, Inc. (TER) | -2.03% | $50.17B | 13.27% | 55.05% | 9.68 |
| Sandisk Corp. (SNDK) | -2.41% | $104.91B | 61.25% | 50.94% | 4.73 |
| Western Digital Corp. (WDC) | -3.18% | $105.77B | -29.59% | 45.74% | 6.75 |
Market data by FactSet