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Coteau Tools

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 Barbell Momentum & T-Bill Shield, Coteau Physical AI Grid & Power
1-year return (weighted)
+2.3%
SPY +14.4%
Volatility (1 yr)
38%
SPY 13%
Holdings
14
largest 9%
Top 5 weight
41%
diversified

Sector mix

Industrials42%
Utilities30%
Information Technology28%

Overlap with Coteau models

Coteau Physical AI Grid & Power
Shared: ANET, AVGO, CEG, CIEN, DY, ETN, GEV, MTZ, NRG, NVDA, PWR, TLN, VRT, VST
100%Coteau Long Book
Shared: ANET, CEG, NVDA, TLN, VST
22%Coteau Barbell Momentum & T-Bill Shield
Shared: ANET, DY, NRG
15%Quality Growth
Shared: NVDA
7%Momentum Top 15
Shared: CIEN
6%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%

Holdings

CEG 9.0% · Utilities · in Coteau Physical AI Grid & Power, Coteau Long Book-30% 1YVST 8.0% · Utilities · in Coteau Physical AI Grid & Power, Coteau Long Book-26% 1YGEV 8.0% · Industrials · in Coteau Physical AI Grid & Power+37% 1YVRT 8.0% · Industrials · in Coteau Physical AI Grid & Power+6% 1YNVDA 8.0% · Information Technology · in Quality Growth, Coteau Physical AI Grid & Power, Coteau Long Book+16% 1YNRG 7.0% · Utilities · in Coteau Barbell Momentum & T-Bill Shield, Coteau Physical AI Grid & Power-43% 1YETN 7.0% · Industrials · in Coteau Physical AI Grid & Power-1% 1YPWR 7.0% · Industrials · in Coteau Physical AI Grid & Power+43% 1YANET 7.0% · Information Technology · in Coteau Barbell Momentum & T-Bill Shield, Coteau Physical AI Grid & Power, Coteau Long Book+13% 1YDY 7.0% · Industrials · in Coteau Barbell Momentum & T-Bill Shield, Coteau Physical AI Grid & Power-22% 1YAVGO 7.0% · Information Technology · in Coteau Physical AI Grid & Power-6% 1YTLN 6.0% · Utilities · in Coteau Physical AI Grid & Power, Coteau Long Book-15% 1YCIEN 6.0% · Information Technology · in Momentum Top 15, Coteau Physical AI Grid & Power+86% 1YMTZ 5.0% · Industrials · in Coteau Physical AI Grid & Power-17% 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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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026