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.
1-year return (weighted)
+351.1%
SPY +16.4%
Volatility (1 yr)
75%
SPY 13%
Holdings
23
largest 28%
Top 5 weight
78%
concentrated
Sector mix
Overlap with Coteau models
Momentum Top 15
Shared: BE, MU, SNDK
20%Quality GrowthShared: MU, SNDK
13%Coteau Long BookShared: BE, MU, NBIS, SEI, TSM
13%Momentum BlendNo shared holdings
0%New Highs GrowthNo shared holdings
0%Holdings
SNDK 28.1% · Information Technology · in Quality Growth, Momentum Top 15+823% 1Y
MU 27.6% · Information Technology · in Quality Growth, Momentum Top 15, Coteau Long Book+352% 1Y
BE 9.4% · Industrials · in Momentum Top 15, Coteau Long Book+129% 1Y
TSM 6.3% · Technology · in Coteau Long Book+48% 1Y
NBIS 6.1% · Communication Services · in Coteau Long Book+65% 1Y
CRWV 3.7% · Technology-51% 1Y
CORZ 3.3% · Technology-26% 1Y
STM 2.9% · Technology+53% 1Y
APLD 2.3% · Technology-36% 1Y
RIOT 2.3% · Financial Services-32% 1Y
SHAZ 2.3% · Technology– 1Y
IREN 2.1% · Financial Services-50% 1Y
CLSK 0.9% · Information Technology-53% 1YKEELKEEL 0.8% · Technology-53% 1Y
SEI 0.5% · Energy · in Coteau Long Book+43% 1YWYFIWYFI 0.3% · Technology-61% 1Y
BTDR 0.3% · Technology-66% 1YTETE 0.2% · sector n/a-47% 1YHIVEHIVE 0.2% · sector n/a-63% 1YBWBW 0.1% · sector n/a+37% 1YPUMPPUMP 0.1% · sector n/a+30% 1Y
VSH 0.1% · Information Technology+74% 1Y
CBRS 0.0% · Technology– 1YPrice returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. · Important disclosures
coteau
Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app
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.
Beta 0.9 · Oct 21, 2026