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)
+3.8%
SPY +13.5%
Volatility (1 yr)
34%
SPY 13%
Holdings
55
largest 62%
Top 5 weight
70%
concentrated

Sector mix

Industrials67%
Communication Services6%
Consumer Staples4%
Consumer Discretionary3%
Health Care3%
Basic Materials2%
Consumer Cyclical2%
Materials2%
Financial Services2%
Real Estate2%
Information Technology2%
Financials2%
Technology1%
US Equities0%
Cloud Data AI0%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: AMZN, SPCX, STX
3%Quality Growth
Shared: APP, STX
1%New Highs Growth
Shared: LFUS
0%Momentum Top 15
Shared: STX
0%Momentum Blend
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%SURVYR. Physical AI Grid & Power
No shared holdings
0%

Holdings

SPCX 61.9% · Industrials · in SURVYR. Long Book– 1YCART 3.1% · Consumer Staples+56% 1YJHX 2.1% · Basic Materials+16% 1YNU 1.7% · Financial Services-21% 1YJCI 1.6% · Industrials+32% 1YMELI 1.4% · Consumer Cyclical-23% 1YUSFD 1.3% · Consumer Staples+36% 1YDHR 1.2% · Health Care+5% 1YSHW 1.2% · Materials+1% 1YRDDT 1.2% · Communication Services-35% 1YTMO 1.2% · Health Care+20% 1YKRC 1.1% · Real Estate-4% 1YCLH 1.1% · Industrials+29% 1YSGI 1.1% · Consumer Discretionary-24% 1YFLS 1.1% · Industrials+31% 1YAPP 1.0% · Communication Services · in Quality Growth-59% 1YMETA 0.9% · Communication Services-17% 1YFERG 0.9% · Industrials-6% 1YDIS 0.8% · Communication Services+0% 1YGOOGL 0.8% · Communication Services+22% 1YSPOT 0.8% · Communication Services-11% 1YCVNA 0.7% · Consumer Discretionary-19% 1YDASH 0.7% · Consumer Discretionary-35% 1YISRG 0.7% · Health Care-19% 1YSCHW 0.7% · Financials-4% 1YCOF 0.6% · Financials-9% 1YLINE 0.6% · Real Estate-7% 1YMLM 0.6% · Materials-18% 1YCOMP 0.5% · Real Estate+21% 1YCPNG 0.5% · Consumer Cyclical-56% 1YLIN 0.5% · Materials+15% 1YTSLA 0.5% · Consumer Discretionary-10% 1YLSCC 0.5% · Information Technology+42% 1YSE 0.5% · Consumer Cyclical-52% 1YAFRM 0.4% · Financial Services-8% 1YAMZN 0.4% · Consumer Discretionary · in SURVYR. Long Book+12% 1YBLDR 0.4% · Industrials-55% 1YAPO 0.4% · Financials-7% 1YQ 0.4% · Information Technology+25% 1YTXN 0.3% · Information Technology+81% 1YMPWR 0.3% · Information Technology+9% 1YAMRZ 0.3% · Basic Materials-18% 1YU 0.3% · Technology+8% 1YLFUS 0.3% · Information Technology · in New Highs Growth+42% 1YSHOP 0.3% · US Equities-3% 1YCRWV 0.2% · Technology-56% 1YSNOW 0.2% · Cloud Data AI+30% 1YPURR 0.1% · Financial Services– 1YMAIR 0.1% · US Equities– 1YADI 0.1% · Information Technology+74% 1YCBRS 0.1% · Technology– 1YGOOG 0.1% · Communication Services+21% 1YSTX 0.1% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+192% 1YQNT 0.1% · Technology– 1YDPC 0.0% · Industrials– 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