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 · Gardner Russo & Quinn (13F) (13F copy)
GOOG 12.1% · $336.40
3 sh$1,009
BRK-A 12.0% · $809555.00
0 sh$0
PM 9.2% · $199.90
4 sh$800
MA 8.8% · $620.42
1 sh$620
CFRHF 8.7% · $207.87
4 sh$831
HKHHF 7.6% · $80.10
9 sh$721
NSRGY 6.1% · $100.85
6 sh$605
BRK-B 6.1% · $539.82
1 sh$540
SUNB 4.9% · $77.00
6 sh$462
NFLX 4.6% · $68.69
6 sh$412
MLM 4.6% · $507.58
0 sh$0
UBERUBER 4.1% · $68.94
5 sh
$345
$345
ERFSF 3.6% · $88.00
4 sh$352
DASH 2.5% · $191.67
1 sh$192
PDRDF 1.9% · $75.53
2 sh$151
CMCSA 0.6% · $22.36
2 sh$45
BF-A 0.5% · $28.78
1 sh$29
VV 0.3% · $406.57
0 sh
$0
$0
XOMXOM 0.3% · $177.86
0 sh
$0
$0
BF-B 0.2% · $28.10
0 sh$0
BUDFF 0.2% · $82.57
0 sh$0
MO 0.1% · $74.64
0 sh$0
CR 0.1% · $201.27
0 sh$0
MKL 0.1% · $1884.10
0 sh$0
JPM 0.1% · $335.26
0 sh$0
UNP 0.1% · $287.61
0 sh$0
DOV 0.0% · $197.14
0 sh$0
GOOGL 0.0% · $340.27
0 sh$0
COST 0.0% · $994.61
0 sh$0
ABBVABBV 0.0% · $289.08
0 sh
$0
$0
WRBYWRBY 0.0% · $25.62
0 sh
$0
$0
VMC 0.0% · $261.92
0 sh$0
LEVI 0.0% · $20.85
0 sh$0
AKBLF 0.0% · $33.70
0 sh$0
MKC 0.0% · $47.55
0 sh$0
DELHDELHF 0.0% · $40.60
0 sh
$0
$0
COCXF 0.0% · $142302.62
0 sh$0
SSPPF 0.0% · $2.54
0 sh$0
AXP 0.0% · $318.34
0 sh$0
WILLF 0.0% · $52.56
0 sh$0
LRLCF 0.0% · $455.08
0 sh$0
FLMNF 0.0% · $42.50
0 sh$0
KNCRF 0.0% · $37.95
0 sh$0
RTLLF 0.0% · $629.74
0 sh$0
FLUIF 0.0% · $22.51
0 sh$0
LTSSLTSSF 0.0% · $14266.56
0 sh
$0
$0
MSFT 0.0% · $531.87
0 sh$0
AAPL 0.0% · $339.50
0 sh$0
CABJF 0.0% · $135.59
0 sh$0
HINKF 0.0% · $85.84
0 sh$0
PUIGPUIGF 0.0% · $23.06
0 sh
$0
$0
PEP 0.0% · $134.02
0 sh$0
DVDCF 0.0% · $7.50
0 sh$0
YETI 0.0% · $42.55
0 sh$0
NSRGF 0.0% · $97.91
0 sh$0
HMRZF 0.0% · $18.56
0 sh$0
FULT 0.0% · $22.63
0 sh$0
JBTM 0.0% · $105.45
0 sh$0
ABT 0.0% · $102.45
0 sh$0
ECTXF 0.0% · $4.65
0 sh$0
KO 0.0% · $93.49
0 sh$0
PG 0.0% · $159.32
0 sh$0
WMT 0.0% · $117.85
0 sh$0
HRI 0.0% · $125.38
0 sh$0
LAMRLAMR 0.0% · $153.84
0 sh
$0
$0
ZLDSF 0.0% · $23.63
0 sh$0
FBLA 0.0% · $16.55
0 sh$0
WFC 0.0% · $82.20
0 sh$0
SWZ 0.0% · $5.80
0 sh$0
HRL 0.0% · $20.51
0 sh$0
OUT 0.0% · $31.18
0 sh$0
CVX 0.0% · $225.71
0 sh$0
ORCL 0.0% · $131.14
0 sh$0
UNM 0.0% · $93.43
0 sh$0
JNJ 0.0% · $259.36
0 sh$0
CAT 0.0% · $725.24
0 sh$0
MCDMCD 0.0% · $246.52
0 sh
$0
$0
DISDIS 0.0% · $111.67
0 sh
$0
$0
AMZN 0.0% · $262.63
0 sh$0
MRK 0.0% · $148.30
0 sh$0
PHJMF 0.0% · $0.03
7 sh$0
Invested
$7,114
Left in cash
$2,886
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.