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)
+47.5%
SPY +13.6%
Volatility (1 yr)
29%
SPY 13%
Holdings
28
largest 5%
Top 5 weight
24%
diversified

Sector mix

Information Technology32%
Utilities17%
Healthcare12%
Industrials10%
Energy10%
Health Care5%
Consumer Discretionary4%
Technology4%
Industrials & Aerospace2%
Communication Services2%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: AMD, AMZN, ANET, ARGX, BE, BEAM, CEG, EXE, FTAI, HWM, MRVL, MU, NBIS, NVDA, QCOM, RVMD, SEI, SMTC, SNPS, SPCX, STX, TGTX, TLN, TSM, VG, VRDN, VST, XEL
100%SURVYR. Physical AI Grid & Power
Shared: ANET, CEG, NVDA, TLN, VST
22%Momentum Top 15
Shared: AMD, BE, MRVL, MU, STX
15%Quality Growth
Shared: MU, NVDA, STX
10%SURVYR. Barbell Momentum & T-Bill Shield
Shared: ANET, FTAI
7%New Highs Growth
Shared: RVMD
2%Momentum Blend
No shared holdings
0%

Holdings

ARGX 5.2% · Healthcare · in SURVYR. Long Book+7% 1YHWM 4.9% · Industrials · in SURVYR. Long Book-3% 1YTGTX 4.9% · Health Care · in SURVYR. Long Book+66% 1YNVDA 4.6% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+7% 1YSNPS 4.6% · Information Technology · in SURVYR. Long Book+5% 1YANET 4.5% · Information Technology · in SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+19% 1YAMZN 4.5% · Consumer Discretionary · in SURVYR. Long Book+11% 1YVST 4.3% · Utilities · in SURVYR. Physical AI Grid & Power, SURVYR. Long Book-25% 1YTLN 4.3% · Utilities · in SURVYR. Physical AI Grid & Power, SURVYR. Long Book-12% 1YCEG 4.3% · Utilities · in SURVYR. Physical AI Grid & Power, SURVYR. Long Book-33% 1YEXE 4.3% · Energy · in SURVYR. Long Book-7% 1YTSM 4.3% · Technology · in SURVYR. Long Book+47% 1YXEL 4.1% · Utilities · in SURVYR. Long Book-0% 1YMRVL 4.0% · Information Technology · in Momentum Top 15, SURVYR. Long Book+185% 1YSEI 3.5% · Energy · in SURVYR. Long Book+40% 1YQCOM 3.0% · Information Technology · in SURVYR. Long Book+3% 1YMU 3.0% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+344% 1YAMD 3.0% · Information Technology · in Momentum Top 15, SURVYR. Long Book+124% 1YSMTC 3.0% · Information Technology · in SURVYR. Long Book+109% 1YRVMD 2.5% · Healthcare · in New Highs Growth, SURVYR. Long Book+224% 1YBEAM 2.5% · Healthcare · in SURVYR. Long Book+9% 1YFTAI 2.5% · Industrials & Aerospace · in SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Long Book-6% 1YNBIS 2.5% · Communication Services · in SURVYR. Long Book+50% 1YBE 2.5% · Industrials · in Momentum Top 15, SURVYR. Long Book+101% 1YSPCX 2.5% · Industrials · in SURVYR. Long Book– 1YSTX 2.5% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+215% 1YVRDN 2.2% · Healthcare · in SURVYR. Long Book+5% 1YVG 2.0% · Energy · in SURVYR. Long Book+54% 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