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 · Semper Augustus (13F) (13F copy)
BRK-B 15.5% · $539.82
2 sh$1,080
ALK 10.6% · $34.36
30 sh$1,031
BRK-A 10.2% · $809555.00
0 sh$0
DG 8.7% · $134.19
6 sh$805
DECK 7.5% · $87.37
8 sh$699
DLTR 7.2% · $124.96
5 sh$625
BLDR 5.6% · $53.92
10 sh$539
OLN 4.8% · $15.15
31 sh$470
NEM 4.7% · $116.81
4 sh$467
KGC 4.1% · $23.64
17 sh$402
PAYX 2.4% · $112.62
2 sh$225
FIVE 2.1% · $223.80
0 sh$0
SPGI 2.1% · $438.12
0 sh$0
DINO 2.0% · $125.31
1 sh$125
DISDIS 1.7% · $111.67
1 sh
$112
$112
CTSH 1.7% · $68.18
2 sh$136
VLO 1.1% · $433.42
0 sh$0
CMICMI 1.0% · $536.22
0 sh
$0
$0
XOMXOM 0.9% · $177.86
0 sh
$0
$0
SKYDSKYD 0.7% · $7.10
10 sh
$71
$71
TRVTRV 0.7% · $395.73
0 sh
$0
$0
MRK 0.6% · $148.30
0 sh$0
EQNREQNR 0.6% · $45.76
1 sh
$46
$46
SBUX 0.5% · $99.37
0 sh$0
GE 0.4% · $299.87
0 sh$0
COST 0.4% · $994.61
0 sh$0
GEV 0.3% · $890.33
0 sh$0
NXPI 0.2% · $237.60
0 sh$0
GLDM 0.2% · $81.48
0 sh$0
SMHI 0.2% · $8.51
2 sh$17
AAPL 0.2% · $339.50
0 sh$0
KO 0.1% · $93.49
0 sh$0
AXP 0.1% · $318.34
0 sh$0
CVX 0.1% · $225.71
0 sh$0
SGOV 0.1% · $100.61
0 sh$0
GOOG 0.1% · $336.40
0 sh$0
PHYS 0.1% · $31.12
0 sh$0
SHEL 0.0% · $105.54
0 sh$0
MA 0.0% · $620.42
0 sh$0
SYF 0.0% · $73.36
0 sh$0
PM 0.0% · $199.90
0 sh$0
GEHC 0.0% · $70.23
0 sh$0
GOOGL 0.0% · $340.27
0 sh$0
PSX 0.0% · $291.03
0 sh$0
MSFT 0.0% · $531.87
0 sh$0
SIVR 0.0% · $54.83
0 sh$0
MCHP 0.0% · $75.85
0 sh$0
NFLX 0.0% · $68.69
0 sh$0
SUNB 0.0% · $77.00
0 sh$0
JNJ 0.0% · $259.36
0 sh$0
Invested
$6,850
Left in cash
$3,150
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.