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 · Gates Foundation Trust (13F) (13F copy)
BRK-B 21.4% · $539.82
3 sh$1,619
CAT 19.7% · $725.24
2 sh$1,450
CNI 18.0% · $121.25
14 sh$1,698
WM 17.3% · $231.73
7 sh$1,622
DE 6.6% · $632.20
1 sh$632
ECL 4.2% · $288.16
1 sh$288
WMT 2.8% · $117.85
2 sh$236
FDX 2.2% · $298.76
0 sh$0
KOF 1.9% · $118.29
1 sh$118
HD 1.0% · $315.11
0 sh$0
WCN 1.0% · $169.48
0 sh$0
MSGS 0.7% · $413.41
0 sh$0
FDXF 0.5% · $109.54
0 sh$0
CPNG 0.5% · $14.32
3 sh$43
WST 0.5% · $388.78
0 sh$0
BUD 0.4% · $83.33
0 sh$0
PCARPCAR 0.3% · $110.07
0 sh
$0
$0
SDGR 0.3% · $23.40
1 sh$23
MCDMCD 0.3% · $246.52
0 sh
$0
$0
DHR 0.2% · $224.24
0 sh$0
KHC 0.2% · $23.83
0 sh$0
HRL 0.2% · $20.51
0 sh$0
ONONONON 0.1% · $35.42
0 sh
$0
$0
VLTO 0.0% · $101.36
0 sh$0
Invested
$7,730
Left in cash
$2,270
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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coteauCoteau 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.