Index Performance
+2.65%
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 December 12, 2025
CSV download
| Newmont Corp. (NEM) | 5.15% | $107.10B | 16.96% | 48.29% | 4.36 |
| Broadcom Inc. (AVGO) | 4.43% | $1.70T | 23.87% | 64.71% | 28.31 |
| Amphenol Corp. (APH) | 3.87% | $158.20B | 53.37% | 38.09% | 7.77 |
| Caterpillar, Inc. (CAT) | 3.35% | $279.80B | 9.51% | 31.89% | 4.00 |
| Johnson Controls International Plc (JCI) | 2.94% | $70.13B | 2.81% | 36.37% | 3.51 |
| Northern Trust Corp. (NTRS) | 2.91% | $26.20B | -9.24% | N/A | -0.87 |
| McKesson Corp. (MCK) | 2.90% | $100.44B | 10.14% | 3.19% | 0.27 |
| CME Group, Inc. (CME) | 2.76% | $98.64B | -2.95% | 82.29% | 15.41 |
| Arista Networks, Inc. (ANET) | 2.74% | $157.11B | 27.46% | 64.56% | 20.82 |
| Edwards Lifesciences Corp. (EW) | 2.72% | $48.21B | 14.67% | 78.29% | 7.21 |
| Eli Lilly & Co. (LLY) | 2.72% | $971.39B | 53.87% | 82.91% | 12.09 |
| NVIDIA Corp. (NVDA) | 2.63% | $4.25T | 62.49% | 73.41% | 24.10 |
| Microsoft Corp. (MSFT) | 2.52% | $3.56T | 18.43% | 69.05% | 13.22 |
| O'Reilly Automotive, Inc. (ORLY) | 2.51% | $79.44B | 7.82% | 51.85% | 5.73 |
| Chubb Ltd. (CB) | 2.43% | $121.40B | 8.19% | N/A | 2.41 |
| BlackRock Finance, Inc. (BLK) | 2.30% | $177.67B | 19.11% | 77.86% | 8.68 |
| Exxon Mobil Corp. (XOM) | 2.25% | $501.08B | -4.29% | 22.47% | 1.60 |
| Domino's Pizza, Inc. (DPZ) | 2.14% | $14.59B | 6.20% | 40.09% | 4.22 |
| Hubbell, Inc. (HUBB) | 2.12% | $23.81B | 4.15% | 36.49% | 4.30 |
| Graco, Inc. (GGG) | 2.07% | $13.86B | 4.65% | 53.23% | 6.26 |
| Hologic, Inc. (HOLX) | 2.06% | $16.72B | 1.74% | 55.77% | 3.83 |
| Airbnb, Inc. (ABNB) | 2.04% | $79.03B | 10.85% | 77.91% | 5.50 |
| Diamondback Energy, Inc. (FANG) | 1.97% | $44.89B | 48.36% | 34.63% | 4.14 |
| W.W. Grainger, Inc. (GWW) | 1.85% | $48.62B | 6.13% | 38.61% | 2.72 |
| EOG Resources, Inc. (EOG) | 1.83% | $58.61B | -2.75% | 40.55% | 2.90 |
| Lennar Corp. (LEN) | 1.54% | $30.25B | -6.35% | 17.67% | 1.10 |
| Old Dominion Freight Line, Inc. (ODFL) | 1.51% | $33.35B | -4.33% | 32.70% | 5.33 |
| Copart, Inc. (CPRT) | 1.49% | $37.43B | 0.72% | 45.92% | 7.93 |
| Manhattan Associates, Inc. (MANH) | 1.34% | $10.47B | 3.42% | 55.96% | 11.51 |
| Chipotle Mexican Grill, Inc. (CMG) | 1.33% | $47.79B | 7.51% | 21.48% | 4.76 |
| Millrose Properties, Inc. (MRP) | 0.21% | $4.89B | N/A | N/A | 17.80 |
| Enphase Energy, Inc. (ENPH) | -0.37% | $4.21B | 7.76% | 46.97% | 2.95 |
| Snap, Inc. (SNAP) | -0.44% | $12.57B | 9.78% | 52.50% | 2.47 |
| HP, Inc. (HPQ) | -0.50% | $22.71B | 4.09% | 20.34% | 0.61 |
| Moderna, Inc. (MRNA) | -0.50% | $11.51B | -45.44% | 74.51% | 2.82 |
| International Flavors & Fragrances, Inc. (IFF) | -0.52% | $16.20B | -7.90% | 31.11% | 1.98 |
| Edison International (EIX) | -0.54% | $22.44B | 10.56% | 34.99% | 3.55 |
| Invitation Homes, Inc. (INVH) | -0.59% | $16.15B | 8.71% | 30.44% | 9.32 |
| DraftKings, Inc. (DKNG) | -0.60% | $31.64B | 4.43% | 31.46% | 3.53 |
| United Parcel Service, Inc. (UPS) | -0.60% | $85.62B | -3.52% | 17.67% | 1.04 |
| Best Buy Co., Inc. (BBY) | -0.63% | $15.39B | 2.40% | 23.21% | 0.48 |
| ConocoPhillips (COP) | -0.64% | $118.06B | 15.22% | 23.37% | 2.27 |
| NIKE, Inc. (NKE) | -0.65% | $99.73B | 1.01% | 41.78% | 2.51 |
| Crown Castle, Inc. (CCI) | -0.67% | $39.61B | -35.11% | 58.49% | 14.77 |
| Microchip Technology, Inc. (MCHP) | -0.72% | $36.31B | -2.01% | 41.23% | 9.54 |
| Sandisk Corp. (SNDK) | -0.74% | $30.22B | 22.57% | 29.77% | 2.47 |
| Zoom Communications, Inc. (ZM) | -0.76% | $26.51B | 4.44% | 77.90% | 3.89 |
| Cognizant Technology Solutions Corp. (CTSH) | -0.76% | $40.51B | 7.36% | 31.58% | 1.51 |
| Marriott International, Inc. (MAR) | -0.77% | $80.16B | 3.74% | 21.17% | 3.36 |
| Verizon Communications, Inc. (VZ) | -0.78% | $172.41B | 1.47% | 46.89% | 2.54 |
| Carnival Corp. (CCL) | -0.82% | $35.97B | 3.25% | 37.42% | 2.70 |
| Okta, Inc. (OKTA) | -0.84% | $15.98B | 11.58% | 77.09% | 5.03 |
| Netflix, Inc. (NFLX) | -0.86% | $434.97B | 19.06% | 47.03% | 12.19 |
| Uber Technologies, Inc. (UBER) | -0.86% | $176.84B | 20.37% | 32.93% | 4.29 |
| Roku, Inc. (ROKU) | -1.01% | $15.88B | 13.97% | 43.36% | 2.95 |
| General Motors Co. (GM) | -1.03% | $75.46B | -0.34% | 6.41% | 0.86 |
| Alnylam Pharmaceuticals, Inc. (ALNY) | -1.03% | $52.52B | 149.35% | 83.98% | 19.53 |
| Roblox Corp. (RBLX) | -1.18% | $62.13B | 47.96% | 23.09% | 21.39 |
| Rivian Automotive, Inc. (RIVN) | -1.21% | $22.58B | 78.26% | -3.15% | 2.71 |
| Teradyne, Inc. (TER) | -1.30% | $30.28B | 4.33% | 57.95% | 7.52 |
| Cloudflare, Inc. (NET) | -1.58% | $70.91B | 30.68% | 73.97% | 36.96 |
| Western Digital Corp. (WDC) | -1.91% | $60.29B | -31.18% | 43.44% | 4.28 |
Market data by FactSet