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)
+117.7%
SPY +13.5%
Volatility (1 yr)
50%
SPY 13%
Holdings
35
largest 11%
Top 5 weight
37%
diversified

Sector mix

Information Technology59%
Technology13%
Communication Services11%
Consumer Discretionary7%
AI Hardware & EMS4%
Industrials4%
Cloud Data AI2%

Overlap with SURVYR. models

Momentum Top 15
Shared: AMD, BE, COHR, INTC, SNDK, STX, TWLO, WDC
26%SURVYR. Long Book
Shared: AMD, AMZN, BE, NVDA, SPCX, STX, TSM
14%Quality Growth
Shared: APP, NVDA, SNDK, STX
10%SURVYR. Barbell Momentum & T-Bill Shield
Shared: CLS
4%SURVYR. Physical AI Grid & Power
Shared: AVGO, NVDA
1%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%

Holdings

SNDK 10.9% · Information Technology · in Quality Growth, Momentum Top 15+639% 1YAMD 7.0% · Information Technology · in Momentum Top 15, SURVYR. Long Book+116% 1YGOOGL 6.9% · Communication Services+19% 1YTTMI 6.4% · Information Technology+47% 1YALAB 6.1% · Technology+68% 1YAMZN 4.7% · Consumer Discretionary · in SURVYR. Long Book+12% 1YGLW 4.6% · Information Technology+43% 1YMKSI 4.5% · Information Technology+42% 1YCLS 4.3% · AI Hardware & EMS · in SURVYR. Barbell Momentum & T-Bill Shield-8% 1YBE 3.9% · Industrials · in Momentum Top 15, SURVYR. Long Book+101% 1YCOHR 3.9% · Information Technology · in Momentum Top 15+75% 1YFN 3.4% · Information Technology-19% 1YSITM 3.4% · Information Technology+77% 1YFROG 3.3% · Technology+100% 1YMTSI 3.0% · Information Technology+75% 1YVIAV 2.6% · Information Technology+139% 1YLRCX 2.6% · Information Technology+54% 1YTSM 2.3% · Technology · in SURVYR. Long Book+48% 1YCVNA 2.3% · Consumer Discretionary-17% 1YMETA 2.1% · Communication Services-17% 1YWDC 2.1% · Information Technology · in Momentum Top 15+201% 1YAPP 1.9% · Communication Services · in Quality Growth-59% 1YSNOW 1.8% · Cloud Data AI+27% 1YTWLO 1.4% · Information Technology · in Momentum Top 15+122% 1YSTX 1.2% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+192% 1YKVYO 0.7% · Technology-23% 1YNVDA 0.6% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+14% 1YMDB 0.6% · Technology+15% 1YPI 0.5% · Information Technology-27% 1YDUOL 0.4% · Consumer Discretionary-54% 1YINTC 0.3% · Information Technology · in Momentum Top 15+137% 1YAAPL 0.2% · Information Technology+30% 1YSPCX 0.2% · Industrials · in SURVYR. Long Book– 1YAVGO 0.2% · Information Technology · in SURVYR. Physical AI Grid & Power-5% 1YCBRS 0.1% · Technology– 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