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 · Giverny Capital (13F) (13F copy)
GOOG 7.2% · $336.40
2 sh$673
HEI-A 6.4% · $231.17
2 sh$462
META 5.7% · $694.25
0 sh$0
SCHW 5.2% · $90.89
5 sh$454
ADP 4.9% · $292.75
1 sh$293
AME 4.9% · $247.36
1 sh$247
MEDP 4.5% · $622.43
0 sh$0
VV 4.5% · $406.57
1 sh
$407
$407
BRK-B 4.2% · $539.82
0 sh$0
PGR 4.0% · $221.93
1 sh$222
GOOGL 3.7% · $340.27
1 sh$340
FIVE 3.6% · $223.80
1 sh$224
BKNG 3.1% · $163.92
1 sh$164
IBP 3.1% · $189.37
1 sh$189
NVR 3.0% · $5977.67
0 sh$0
KNSL 2.7% · $371.99
0 sh$0
BFAM 2.6% · $69.01
3 sh$207
RMD 2.5% · $245.50
1 sh$246
OZK 2.1% · $46.16
4 sh$185
MKL 2.0% · $1884.10
0 sh$0
ANETANET 1.9% · $181.19
1 sh
$181
$181
KEYS 1.7% · $334.16
0 sh$0
DISDIS 1.7% · $111.67
1 sh
$112
$112
BRO 1.6% · $70.90
2 sh$142
ADIADI 1.2% · $397.05
0 sh
$0
$0
NYT 1.1% · $69.56
1 sh$70
LFUS 1.1% · $383.63
0 sh$0
MSA 1.0% · $182.21
0 sh$0
WSOWSO 0.9% · $301.85
0 sh
$0
$0
AAON 0.9% · $73.92
1 sh$74
GLD 0.8% · $377.65
0 sh$0
SUNB 0.7% · $77.00
0 sh$0
VEEV 0.6% · $318.67
0 sh$0
AXP 0.5% · $318.34
0 sh$0
TWFG 0.5% · $25.74
2 sh$51
JPM 0.5% · $335.26
0 sh$0
MA 0.5% · $620.42
0 sh$0
LULU 0.5% · $99.94
0 sh$0
FND 0.5% · $45.21
1 sh$45
HWKN 0.5% · $130.99
0 sh$0
FERG 0.3% · $227.08
0 sh$0
BLDR 0.3% · $53.92
0 sh$0
BRK-A 0.2% · $809555.00
0 sh$0
AAPL 0.1% · $339.50
0 sh$0
TSM 0.1% · $425.08
0 sh$0
SPY 0.1% · $769.05
0 sh$0
YUMC 0.0% · $45.10
0 sh$0
ITB 0.0% · $87.32
0 sh$0
MSFT 0.0% · $531.87
0 sh$0
QQQQQQ 0.0% · $717.63
0 sh
$0
$0
CPRT 0.0% · $27.83
0 sh$0
Invested
$4,988
Left in cash
$5,012
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.