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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.

I already own some stocks (optional: show trades)

Shopping list · Berkshire Hathaway (13F) (13F copy)

AAPL 22.0% · $339.50 6 sh
$2,037
AXP 17.1% · $318.34 5 sh
$1,592
KO 10.9% · $93.49 11 sh
$1,028
GOOGL 9.4% · $340.27 2 sh
$681
BAC 9.2% · $50.64 18 sh
$912
CVX 4.7% · $225.71 2 sh
$451
OXY 4.3% · $62.92 6 sh
$378
CB 3.9% · $357.75 1 sh
$358
MCO 3.7% · $475.35 0 sh
$0
GOOG 3.2% · $336.40 0 sh
$0
KHC 2.6% · $23.83 10 sh
$238
DVA 2.1% · $175.35 1 sh
$175
DAL 1.8% · $76.66 2 sh
$153
SIRI 1.2% · $27.16 4 sh
$109
VRSN 0.8% · $306.53 0 sh
$0
KRKR 0.7% · $62.98 1 sh
$63
ALLYALLY 0.4% · $37.97 1 sh
$38
LEN 0.4% · $78.65 0 sh
$0
LLYVK 0.4% · $100.49 0 sh
$0
NYT 0.4% · $69.56 0 sh
$0
COF 0.2% · $201.56 0 sh
$0
LLYVA 0.2% · $96.69 0 sh
$0
LPX 0.1% · $72.35 0 sh
$0
NUE 0.1% · $261.50 0 sh
$0
M 0.1% · $23.41 0 sh
$0
NVR 0.0% · $5977.67 0 sh
$0
LEN-B 0.0% · $77.95 0 sh
$0
JEF 0.0% · $45.01 0 sh
$0
DHIDHI 0.0% · $140.17 0 sh
$0
Invested
$8,212
Left in cash
$1,788
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.