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Portfolio X-ray

Paste your holdings to see risk and overlap.

How this works

Paste your holdings to see sector mix, concentration, risk, and how much you overlap with each Coteau model.

Or start from: Quality Growth, Momentum Top 15, Momentum Blend, New Highs Growth, Coteau Long Book, ARK Invest
1-year return (weighted)
+35.8%
SPY +16.4%
Volatility (1 yr)
23%
SPY 13%
Holdings
80
largest 6%
Top 5 weight
20%
diversified

Sector mix

Information Technology30%
Technology14%
Consumer Discretionary10%
Industrials9%
Consumer Staples7%
Financials6%
Utilities5%
Communication Services5%
Unknown4%
Health Care3%
Consumer Cyclical2%
Energy2%
Real Estate1%
Materials1%
Consumer Defensive1%

Overlap with Coteau models

Coteau Long Book
Shared: AMD, AMZN, ANET, MU, STX, TSM, VST
17%Momentum Top 15
Shared: AMD, INTC, MU, STX, TER
9%Quality Growth
Shared: FIX, MU, STX, TER
6%Momentum Blend
Shared: OKTA
1%New Highs Growth
No shared holdings
0%

Holdings

CRDO 5.9% · Technology+13% 1YASML 4.0% · Technology+58% 1YAMZN 3.7% · Consumer Discretionary · in Coteau Long Book+18% 1YMKSI 3.1% · Information Technology+54% 1YANETANET 3.1% · Information Technology · in Coteau Long Book+26% 1YSTX 2.9% · Information Technology · in Quality Growth, Momentum Top 15, Coteau Long Book+227% 1YAMD 2.6% · Information Technology · in Momentum Top 15, Coteau Long Book+132% 1YTSM 2.6% · Technology · in Coteau Long Book+48% 1YSNOW 2.6% · sector n/a+30% 1YPG 2.2% · Consumer Staples+6% 1YRTX 2.2% · Industrials+12% 1YCOF 1.8% · Financials-3% 1YORCL 1.8% · Information Technology-52% 1YMDLZ 1.8% · Consumer Staples+5% 1YKDP 1.5% · Consumer Staples+29% 1YAMAT 1.5% · Information Technology+79% 1YTXN 1.5% · Information Technology+59% 1YCPNG 1.3% · Consumer Cyclical-56% 1YHD 1.3% · Consumer Discretionary-17% 1YSPOT 1.3% · Communication Services-24% 1YAVGO 1.3% · Information Technology-1% 1YONTO 1.3% · Information Technology+62% 1YMU 1.3% · Information Technology · in Quality Growth, Momentum Top 15, Coteau Long Book+352% 1YFIX 1.3% · Industrials · in Quality Growth+69% 1YUNHUNH 1.3% · Health Care+17% 1YSTZ 1.3% · Consumer Staples-4% 1YXYZ 1.1% · Financials+1% 1YAS 1.1% · sector n/a-4% 1YEQIX 1.1% · Real Estate+22% 1YMETA 1.1% · Communication Services-5% 1YAKAM 1.1% · Information Technology+19% 1YPPL 1.1% · Utilities-5% 1YSE 1.1% · Consumer Cyclical-53% 1YINTC 1.1% · Information Technology · in Momentum Top 15+144% 1YVV 0.9% · Financials+18% 1YVSH 0.9% · Information Technology+74% 1YCCL 0.9% · Consumer Discretionary-7% 1YUNP 0.9% · Industrials+29% 1YOKTAOKTA 0.9% · Information Technology · in Momentum Blend+133% 1YOXY 0.9% · Energy+56% 1YUAL 0.9% · Industrials+2% 1YATI 0.9% · Industrials+125% 1YAEE 0.9% · Utilities+4% 1YMA 0.9% · Financials+10% 1YVST 0.9% · Utilities · in Coteau Long Book-16% 1YATO 0.9% · Utilities-4% 1YSTM 0.9% · Technology+53% 1YLSCC 0.9% · Information Technology+53% 1YSGI 0.9% · Consumer Discretionary-25% 1YTER 0.9% · Information Technology · in Quality Growth, Momentum Top 15+142% 1YAEP 0.9% · Utilities+9% 1YCRH 0.9% · Materials-26% 1YAMKR 0.7% · Information Technology+36% 1YYUM 0.7% · Consumer Discretionary+4% 1YFLEX 0.7% · Information Technology+39% 1YTPR 0.7% · Consumer Discretionary-0% 1YFWONK 0.7% · Communication Services-6% 1YIEX 0.7% · Industrials+43% 1YCVS 0.7% · Health Care+16% 1YJBL 0.7% · Information Technology+40% 1YLNGLNG 0.7% · sector n/a+29% 1YPINS 0.7% · Communication Services-32% 1YU 0.7% · Technology+14% 1YORLY 0.7% · Consumer Discretionary-12% 1YOC 0.7% · Industrials-12% 1YBUD 0.7% · Consumer Defensive+35% 1YNWSA 0.7% · Communication Services+16% 1YWMB 0.7% · Energy+20% 1YTMUS 0.7% · Communication Services-31% 1YAZO 0.7% · Consumer Discretionary-21% 1YCGNXCGNX 0.7% · Information Technology+21% 1YGILD 0.7% · Health Care+27% 1YETR 0.7% · Utilities+14% 1YFDXF 0.7% · Industrials– 1YKLIC 0.7% · Information Technology+107% 1YBAC 0.7% · Financials-1% 1YINIO 0.7% · Industrials– 1YGD 0.7% · Industrials+3% 1YPNCPNC 0.7% · Financials+24% 1YHAS 0.7% · Consumer Discretionary+57% 1Y

Price returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. · Important disclosures

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Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.

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Beta 0.9 · Oct 21, 2026