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)
+110.1%
SPY +13.5%
Volatility (1 yr)
36%
SPY 13%
Holdings
15
largest 7%
Top 5 weight
33%
diversified

Sector mix

Information Technology73%
Communication Services7%
Industrials7%
Energy7%
Health Care7%

Overlap with SURVYR. models

Quality Growth
Shared: APH, APP, DELL, FICO, FIX, INCY, MPC, MU, NTAP, NVDA, PLTR, SMCI, SNDK, STX, TER
100%Momentum Top 15
Shared: DELL, MU, SNDK, STX, TER
33%SURVYR. Long Book
Shared: MU, NVDA, STX
10%New Highs Growth
Shared: APH, DELL
8%SURVYR. Physical AI Grid & Power
Shared: NVDA
7%Momentum Blend
Shared: DELL
5%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%

Holdings

SNDK 6.7% · Information Technology · in Quality Growth, Momentum Top 15+639% 1YMU 6.7% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+322% 1YNVDA 6.7% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+14% 1YAPP 6.7% · Communication Services · in Quality Growth-59% 1YFIX 6.7% · Industrials · in Quality Growth+32% 1YSTX 6.7% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+192% 1YDELL 6.7% · Information Technology · in Quality Growth, Momentum Top 15, Momentum Blend, New Highs Growth+213% 1YFICO 6.7% · Information Technology · in Quality Growth-59% 1YMPC 6.7% · Energy · in Quality Growth+126% 1YTER 6.7% · Information Technology · in Quality Growth, Momentum Top 15+120% 1YSMCI 6.7% · Information Technology · in Quality Growth-32% 1YAPH 6.7% · Information Technology · in Quality Growth, New Highs Growth+16% 1YNTAP 6.7% · Information Technology · in Quality Growth+97% 1YPLTR 6.7% · Information Technology · in Quality Growth+5% 1YINCY 6.7% · Health Care · in Quality Growth+25% 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