SURVYR

SURVYR. 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 SURVYR. model.

Or start from: Quality Growth, Momentum Top 15, Momentum Blend, New Highs Growth, SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Physical AI Grid & Power
1-year return (weighted)
+75.3%
SPY +13.5%
Volatility (1 yr)
36%
SPY 13%
Holdings
46
largest 42%
Top 5 weight
64%
concentrated

Sector mix

Industrials42%
Information Technology23%
Technology23%
Consumer Discretionary4%
Communication Services4%
Consumer Cyclical1%
Financial Services1%
Real Estate1%
Financials0%
Healthcare0%
Utilities0%

Overlap with SURVYR. models

Momentum Top 15
Shared: CIEN, COHR, INTC, MU, TWLO
14%SURVYR. Long Book
Shared: AMZN, MU, NBIS, NVDA, SMTC, SPCX
11%Quality Growth
Shared: APH, MU, NVDA
10%SURVYR. Physical AI Grid & Power
Shared: CIEN, NVDA
5%New Highs Growth
Shared: APH, PANW
4%Momentum Blend
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%

Holdings

SPCX 41.9% · Industrials · in SURVYR. Long Book– 1YMU 7.4% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+322% 1YCBRS 6.2% · Technology– 1YALAB 5.3% · Technology+68% 1YCIEN 3.0% · Information Technology · in Momentum Top 15, SURVYR. Physical AI Grid & Power+92% 1YCRDO 2.8% · Technology+8% 1YPANW 2.7% · Information Technology · in New Highs Growth+82% 1YU 2.6% · Technology+2% 1YCOHR 2.3% · Information Technology · in Momentum Top 15+75% 1YNVDA 2.2% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+14% 1YAMZN 2.1% · Consumer Discretionary · in SURVYR. Long Book+12% 1YMETA 2.0% · Communication Services-17% 1YCRWV 1.9% · Technology-56% 1YGOOGL 1.6% · Communication Services+19% 1YTWLO 1.3% · Information Technology · in Momentum Top 15+122% 1YAPH 1.0% · Information Technology · in Quality Growth, New Highs Growth+16% 1YAKAM 1.0% · Information Technology+32% 1YAFRM 0.9% · Financial Services-5% 1YGTLB 0.9% · Technology+17% 1YINTC 0.8% · Information Technology · in Momentum Top 15+137% 1YSMTC 0.8% · Information Technology · in SURVYR. Long Book+104% 1YCIFR 0.8% · Technology-59% 1YTSLA 0.8% · Consumer Discretionary-10% 1YDKS 0.8% · Consumer Discretionary-37% 1YW 0.7% · Consumer Cyclical+31% 1YAMBQ 0.7% · Technology+80% 1YIOT 0.7% · Technology+9% 1YACVA 0.6% · Consumer Cyclical+21% 1YCOMP 0.6% · Real Estate+21% 1YWIX 0.6% · Technology-43% 1YMA 0.4% · Financials+7% 1YPDFS 0.4% · Information Technology+54% 1YTTAN 0.3% · Technology-18% 1YFERG 0.3% · Industrials-7% 1YNOK 0.3% · Technology+40% 1YROG 0.3% · Information Technology+55% 1YNTRA 0.3% · Healthcare+114% 1YWRBY 0.2% · Consumer Discretionary+17% 1YVECO 0.2% · Information Technology+50% 1YNBIS 0.2% · Communication Services · in SURVYR. Long Book+36% 1YINIO 0.1% · Industrials– 1YEQPT 0.0% · Industrials– 1YTBLA 0.0% · Communication Services-3% 1YQNT 0.0% · Technology– 1YFRVO 0.0% · Utilities– 1YBTGO 0.0% · Financial Services– 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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SURVYR

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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