Index Performance
+3.72%
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 4, 2026
CSV download
| Newmont Corp. (NEM) | 5.81% | $128.93B | 19.08% | 49.78% | 4.90 |
| Caterpillar, Inc. (CAT) | 3.80% | $336.02B | 4.29% | 32.21% | 4.51 |
| Amphenol Corp. (APH) | 3.68% | $163.18B | 51.71% | 36.88% | 7.68 |
| Broadcom Inc. (AVGO) | 3.62% | $1.49T | 23.87% | 64.71% | 28.86 |
| Johnson Controls International Plc (JCI) | 3.33% | $85.69B | 6.84% | 35.78% | 3.45 |
| McKesson Corp. (MCK) | 3.22% | $119.88B | 11.40% | 3.28% | 0.27 |
| CME Group, Inc. (CME) | 3.00% | $116.60B | 6.37% | 82.58% | 14.97 |
| Northern Trust Corp. (NTRS) | 2.83% | $26.96B | -9.93% | N/A | -1.06 |
| Arista Networks, Inc. (ANET) | 2.74% | $156.56B | 28.60% | 64.06% | 17.37 |
| Exxon Mobil Corp. (XOM) | 2.62% | $632.64B | -4.71% | 21.68% | 1.74 |
| Edwards Lifesciences Corp. (EW) | 2.58% | $49.50B | 11.55% | 77.91% | 7.65 |
| NVIDIA Corp. (NVDA) | 2.54% | $4.38T | 65.47% | 71.07% | 21.07 |
| Eli Lilly & Co. (LLY) | 2.45% | $950.65B | 44.70% | 83.04% | 15.39 |
| Chubb Ltd. (CB) | 2.44% | $131.99B | 6.98% | N/A | 2.57 |
| O'Reilly Automotive, Inc. (ORLY) | 2.32% | $79.04B | 6.42% | 48.75% | 4.86 |
| Hubbell, Inc. (HUBB) | 2.16% | $25.97B | 3.84% | 35.47% | 4.41 |
| Graco, Inc. (GGG) | 2.14% | $15.29B | 5.83% | 52.45% | 6.05 |
| BlackRock Finance, Inc. (BLK) | 2.06% | $171.19B | 19.22% | 76.55% | 7.28 |
| Diamondback Energy, Inc. (FANG) | 2.06% | $50.08B | 35.79% | 35.16% | 4.27 |
| EOG Resources, Inc. (EOG) | 2.02% | $68.68B | -3.51% | 40.80% | 2.78 |
| Airbnb, Inc. (ABNB) | 1.99% | $80.98B | 10.84% | 72.26% | 6.16 |
| Microsoft Corp. (MSFT) | 1.97% | $3.00T | 16.72% | 68.04% | 11.92 |
| Hologic, Inc. (HOLX) | 1.92% | $16.85B | 2.54% | 55.75% | 4.12 |
| W.W. Grainger, Inc. (GWW) | 1.92% | $54.55B | 4.51% | 38.61% | 2.85 |
| Old Dominion Freight Line, Inc. (ODFL) | 1.90% | $45.06B | -5.48% | 31.67% | 6.04 |
| Domino's Pizza, Inc. (DPZ) | 1.87% | $13.73B | 4.96% | 39.15% | 3.88 |
| Copart, Inc. (CPRT) | 1.35% | $37.25B | -3.58% | 43.32% | 7.50 |
| Lennar Corp. (LEN) | 1.27% | $26.11B | -3.79% | 17.61% | 1.07 |
| Chipotle Mexican Grill, Inc. (CMG) | 1.25% | $47.81B | 5.41% | 22.35% | 4.50 |
| Manhattan Associates, Inc. (MANH) | 1.02% | $8.87B | 3.75% | 55.74% | 9.54 |
| Millrose Properties, Inc. (MRP) | 0.20% | $4.73B | N/A | N/A | 11.74 |
| Snap, Inc. (SNAP) | -0.30% | $9.07B | 10.63% | 52.33% | 2.51 |
| HP, Inc. (HPQ) | -0.36% | $17.54B | 7.46% | 19.34% | 0.46 |
| DraftKings, Inc. (DKNG) | -0.40% | $21.66B | 26.99% | 41.25% | 2.95 |
| Enphase Energy, Inc. (ENPH) | -0.45% | $5.59B | 10.72% | 45.70% | 2.75 |
| NIKE, Inc. (NKE) | -0.53% | $86.81B | 0.37% | 40.58% | 2.12 |
| Best Buy Co., Inc. (BBY) | -0.54% | $13.82B | 0.39% | 22.45% | 0.39 |
| Cognizant Technology Solutions Corp. (CTSH) | -0.55% | $31.14B | 6.95% | 31.26% | 1.89 |
| Invitation Homes, Inc. (INVH) | -0.56% | $16.01B | 2.41% | 32.83% | 9.11 |
| International Flavors & Fragrances, Inc. (IFF) | -0.59% | $20.22B | -5.17% | 30.94% | 2.14 |
| United Parcel Service, Inc. (UPS) | -0.61% | $93.83B | -2.49% | 18.53% | 1.21 |
| Zoom Communications, Inc. (ZM) | -0.61% | $22.99B | 4.36% | 77.02% | 4.22 |
| Okta, Inc. (OKTA) | -0.61% | $12.85B | 11.58% | 77.09% | 5.03 |
| Crown Castle, Inc. (CCI) | -0.63% | $39.36B | -35.08% | 58.11% | 15.98 |
| Edison International (EIX) | -0.64% | $28.42B | 9.76% | 31.31% | 3.45 |
| Microchip Technology, Inc. (MCHP) | -0.70% | $38.63B | 15.59% | 45.56% | 9.13 |
| Uber Technologies, Inc. (UBER) | -0.72% | $157.75B | 18.28% | 33.36% | 3.43 |
| ConocoPhillips (COP) | -0.72% | $144.87B | 7.51% | 24.63% | 2.29 |
| Carnival Corp. (CCL) | -0.77% | $39.36B | 6.40% | 29.21% | 2.34 |
| Alnylam Pharmaceuticals, Inc. (ALNY) | -0.79% | $42.26B | 65.19% | 81.64% | 14.44 |
| Marriott International, Inc. (MAR) | -0.80% | $89.01B | 4.33% | 19.13% | 3.88 |
| Netflix, Inc. (NFLX) | -0.82% | $416.56B | 16.46% | 48.59% | 9.17 |
| Roblox Corp. (RBLX) | -0.83% | $47.77B | 35.77% | 23.75% | 11.17 |
| Roku, Inc. (ROKU) | -0.85% | $14.38B | 15.18% | 43.79% | 3.08 |
| Rivian Automotive, Inc. (RIVN) | -0.91% | $18.74B | 8.39% | -2.77% | 4.18 |
| Moderna, Inc. (MRNA) | -0.91% | $19.68B | -39.93% | 44.29% | 3.59 |
| Verizon Communications, Inc. (VZ) | -0.92% | $215.95B | 2.52% | 45.79% | 2.43 |
| General Motors Co. (GM) | -0.93% | $71.05B | -1.29% | 6.27% | 0.98 |
| Cloudflare, Inc. (NET) | -1.34% | $65.43B | 29.85% | 74.51% | 31.41 |
| Teradyne, Inc. (TER) | -1.90% | $47.63B | 13.27% | 55.05% | 9.68 |
| Sandisk Corp. (SNDK) | -1.99% | $88.42B | 61.25% | 50.94% | 4.73 |
| Western Digital Corp. (WDC) | -2.62% | $88.59B | -29.59% | 45.74% | 6.75 |
Market data by FactSet