Index Performance
-6.88%
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 July 6, 2026
CSV download
| Caterpillar, Inc. (CAT) | 4.58% | $446.78B | 22.22% | 33.13% | 5.22 |
| Newmont Corp. (NEM) | 4.34% | $104.83B | 47.46% | 62.44% | 4.69 |
| Amphenol Corp. (APH) | 4.21% | $205.22B | 58.39% | 38.48% | 6.84 |
| Broadcom Inc. (AVGO) | 3.89% | $1.78T | 47.87% | 67.24% | 27.82 |
| Northern Trust Corp. (NTRS) | 3.26% | $33.52B | 7.77% | N/A | -0.30 |
| Arista Networks, Inc. (ANET) | 3.21% | $218.19B | 35.13% | 61.90% | 14.83 |
| Johnson Controls International Plc (JCI) | 3.10% | $87.08B | 8.21% | 36.83% | 3.65 |
| Eli Lilly & Co. (LLY) | 2.70% | $1.13T | 55.55% | 81.93% | 11.93 |
| Edwards Lifesciences Corp. (EW) | 2.64% | $54.80B | 16.70% | 78.16% | 6.91 |
| NVIDIA Corp. (NVDA) | 2.49% | $4.73T | 85.23% | 74.93% | 19.77 |
| Chubb Ltd. (CB) | 2.40% | $138.28B | 9.77% | N/A | 2.58 |
| McKesson Corp. (MCK) | 2.37% | $91.82B | 12.36% | 3.48% | 0.28 |
| Exxonmobil Holdings Corp. (XOM) | 2.22% | $565.47B | 7.31% | 20.20% | 2.30 |
| W.W. Grainger, Inc. (GWW) | 2.12% | $64.69B | 10.13% | 39.98% | 2.95 |
| CME Group, Inc. (CME) | 2.07% | $85.07B | 14.48% | 84.31% | 16.05 |
| Hubbell, Inc. (HUBB) | 2.02% | $26.19B | 11.10% | 33.63% | 4.73 |
| Airbnb, Inc. (ABNB) | 2.00% | $88.99B | 17.87% | 66.13% | 5.29 |
| O'Reilly Automotive, Inc. (ORLY) | 1.91% | $69.81B | 10.24% | 51.47% | 4.74 |
| EOG Resources, Inc. (EOG) | 1.90% | $68.92B | 15.63% | 44.22% | 3.47 |
| Diamondback Energy, Inc. (FANG) | 1.88% | $48.87B | 4.74% | 38.18% | 4.98 |
| BlackRock Finance, Inc. (BLK) | 1.85% | $164.51B | 25.16% | 74.65% | 6.49 |
| Old Dominion Freight Line, Inc. (ODFL) | 1.76% | $45.01B | -2.92% | 30.86% | 7.45 |
| Microsoft Corp. (MSFT) | 1.75% | $2.87T | 18.30% | 67.63% | 8.81 |
| Graco, Inc. (GGG) | 1.61% | $12.56B | 2.25% | 51.96% | 5.98 |
| Domino's Pizza, Inc. (DPZ) | 1.32% | $10.18B | 3.47% | 40.37% | 3.47 |
| Chipotle Mexican Grill, Inc. (CMG) | 1.09% | $43.59B | 7.41% | 20.15% | 3.79 |
| Manhattan Associates, Inc. (MANH) | 1.05% | $9.10B | 7.39% | 54.48% | 7.11 |
| Lennar Corp. (LEN) | 1.00% | $21.06B | -4.53% | 16.16% | 0.79 |
| Copart, Inc. (CPRT) | 0.98% | $27.07B | 2.09% | 45.72% | 5.85 |
| Millrose Properties, Inc. (MRP) | 0.17% | $4.38B | 135.71% | N/A | 9.86 |
| Snap, Inc. (SNAP) | -0.26% | $7.87B | 12.15% | 53.66% | 1.50 |
| Cognizant Technology Solutions Corp. (CTSH) | -0.33% | $19.60B | 5.83% | 29.63% | 1.35 |
| NIKE, Inc. (NKE) | -0.38% | $64.18B | -0.01% | 42.91% | 1.52 |
| DraftKings, Inc. (DKNG) | -0.39% | $23.30B | 16.84% | 42.32% | 1.90 |
| HP, Inc. (HPQ) | -0.42% | $20.67B | 11.05% | 20.88% | 0.46 |
| Enphase Energy, Inc. (ENPH) | -0.45% | $5.87B | -20.55% | 46.91% | 3.32 |
| Crown Castle, Inc. (CCI) | -0.49% | $32.70B | -4.81% | 56.73% | 15.47 |
| Netflix, Inc. (NFLX) | -0.58% | $320.10B | 19.31% | 52.44% | 8.84 |
| ConocoPhillips (COP) | -0.58% | $126.19B | -5.20% | 26.26% | 3.09 |
| United Parcel Service, Inc. (UPS) | -0.58% | $93.52B | -1.22% | 16.08% | 1.21 |
| International Flavors & Fragrances, Inc. (IFF) | -0.59% | $21.13B | -3.59% | 31.81% | 2.28 |
| Invitation Homes, Inc. (INVH) | -0.59% | $17.83B | 7.52% | 29.45% | 8.39 |
| Best Buy Co., Inc. (BBY) | -0.59% | $16.44B | 1.93% | 23.50% | 0.35 |
| Edison International (EIX) | -0.61% | $28.80B | 7.66% | 31.25% | 3.70 |
| Zoom Communications, Inc. (ZM) | -0.62% | $24.91B | 5.47% | 77.86% | 4.35 |
| Uber Technologies, Inc. (UBER) | -0.63% | $147.42B | 14.48% | 37.86% | 2.90 |
| Roblox Corp. (RBLX) | -0.65% | $40.83B | 39.30% | 27.81% | 7.33 |
| Alnylam Pharmaceuticals, Inc. (ALNY) | -0.69% | $41.79B | 96.43% | 81.91% | 10.66 |
| Carnival Corp. Ltd. (CCL) | -0.70% | $37.68B | 5.29% | 25.74% | 2.30 |
| Verizon Communications, Inc. (VZ) | -0.71% | $175.67B | 2.85% | 46.09% | 2.87 |
| Microchip Technology, Inc. (MCHP) | -0.81% | $47.48B | 7.08% | 43.55% | 8.62 |
| Marriott International, Inc. (MAR) | -0.83% | $100.14B | 6.24% | 19.34% | 3.92 |
| General Motors Co. (GM) | -0.85% | $70.19B | -0.90% | 11.45% | 0.92 |
| Rivian Automotive, Inc. (RIVN) | -1.12% | $25.38B | 11.37% | 2.82% | 3.48 |
| Roku, Inc. (ROKU) | -1.14% | $21.10B | 22.36% | 45.24% | 2.50 |
| Moderna, Inc. (MRNA) | -1.18% | $32.46B | 260.19% | -160.67% | 7.26 |
| Okta, Inc. (OKTA) | -1.18% | $25.83B | 11.19% | 77.78% | 3.64 |
| Cloudflare, Inc. (NET) | -1.62% | $87.91B | 33.54% | 71.21% | 30.97 |
| Teradyne, Inc. (TER) | -2.13% | $59.41B | 86.84% | 60.72% | 12.27 |
| Sandisk Corp. (SNDK) | -5.18% | $258.33B | 251.03% | 78.35% | 8.09 |
| Western Digital Corp. (WDC) | -5.20% | $199.04B | 45.47% | 50.22% | 9.56 |
Market data by FactSet