Copy a portfolio
Turn any model into a share-by-share shopping list.
How this works
Turn any model or portfolio into a share-by-share shopping list for your own account, or see the trades to rebalance what you already hold.
Shopping list · Akre Capital (13F) (13F copy)
MA 20.0% · $620.42
3 sh$1,861
MCO 10.3% · $475.35
2 sh$951
BN 10.1% · $37.32
27 sh$1,008
KKR 9.0% · $89.21
10 sh$892
FICO 8.5% · $799.73
1 sh$800
ROP 7.8% · $398.21
1 sh$398
VV 7.5% · $406.57
1 sh
$407
$407
CSGP 6.5% · $33.05
19 sh$628
CPRT 4.4% · $27.83
15 sh$417
ORLY 3.9% · $90.02
4 sh$360
ABNB 3.3% · $176.94
1 sh$177
CCC 3.0% · $7.63
39 sh$298
NOW 2.4% · $149.54
1 sh$150
CRM 2.2% · $242.43
0 sh$0
GSHD 0.4% · $47.01
0 sh$0
SOPH 0.4% · $6.93
6 sh$42
PRM 0.2% · $27.07
0 sh$0
AMT 0.1% · $183.56
0 sh$0
BRK-B 0.1% · $539.82
0 sh$0
Invested
$8,387
Left in cash
$1,613
Prices as of
2026-10-20
Uses the latest daily closes, so real fill prices will differ. Copying a portfolio means doing the trades yourself in your own brokerage account; we never place trades. Not investment advice.
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coteau
Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.