The Grok Portfolio

Live

Last refresh 5 Oct 2026, 22:46:02 UTC · Data as of Oct 2, 2026 · Launch 2025-02-11 · 598 days live

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Official published record. Risk band MEDIUM. Maturity MATURE. Published fields, not a suitability rating.

About this Portfolio

Grok appears to be the most fun AI model, so we're recreating the success on the GPT portfolio but this time for the Grok LLM. Composition: 15 individual assets that can include individual stocks or ETFs selected by Grok per the analysis process discussed below. Holding Period: All assets are held for one month Monthly Rebalancing: At month-end, the system conducts a complete analysis to select the top 15 assets and rebalances accordingly Full white paper can be found here: https://docs.google.com/document/d/1l6utK5e6FLsKHfFPPIKoZ1_pBpD9P8Qyd4OTbEWaugM/edit?tab=t.0.

Marketplace Portfolio description, reproduced for identification and context. It is not a recommendation. Performance figures on this page come from the published live composite.

About Dr. Lira's AI Finance Labs

AI Finance Labs builds stock and ETF portfolios picked by large language models. LLMs score and select securities from a broad universe. The strategies are designed by Prof. Lopez-Lira, Ph.D. in Finance from the Wharton School.

Marketplace Pilot bio reproduced from the Autopilot app. Marketplace identity only. It does not change the legal management classification shown above.

These pages are for research purposes only, for humans and for agents. This is data, not a recommendation, not a ranking, and not investment advice.

34.2%
gross 34.2%
0.9964
1.5005
-19.2%
21.3%
Days live
598
AUM
$29.12M

Performance disclaimer

The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios. Performance figures are shown before Pilot subscription amounts. Autopilot does not charge an advisory fee.

"Autopilot" refers to Autopilot Holdings Corp and Autopilot Advisers, LLC, an SEC-registered investment adviser. Investing carries risk-including possible loss of principal-and past performance is not indicative of future results. Figures current as of 10/02/26. Performance shown reflects the period from 9/25/26 - 10/02/26. The Grok Portfolio: past week -1.8%; 1Y +34.2%; since inception (2/11/25) +59.2%. No Autopilot advisory fee is deducted; representative client-account sample (all accounts if fewer than 10 clients). Not a recommendation. View important info at joinautopilot.com/disclaimer.

Primary periods

Net is the default display. Period end is data as-of 2026-10-02.
PeriodNetGross
1 year34.2%34.2%
5 year: n/a — launched 2025-02-11n/an/a
10 year: n/a — launched 2025-02-11n/an/a
Since Autopilot inception (2025-02-11)59.2%59.2%

No benchmark comparison is published for this Portfolio.

Based on all time performance. Past performance doesn't guarantee future results.

Risk

32.8%
CAGR gross
32.8%
21.3%
1.7098
39.1%
-9.3%
56

Equity curve

Downsampled published curve, not the daily-return tape. 151 points from 599 daily observations. Official max drawdown is the daily-series field, not this chart.

Equity curve data table (151 points)
Downsampled equity curve (cumulative return from Autopilot launch). Official max drawdown is the daily-series field, not this table.
DateCumulative return
2025-02-110
2025-02-140.01012
2025-02-180.01509
2025-02-22-0.02548
2025-02-26-0.03494
2025-03-02-0.0329
2025-03-06-0.07279
2025-03-10-0.1011
2025-03-14-0.09792
2025-03-18-0.09897
2025-03-22-0.08399
2025-03-26-0.07119
2025-03-30-0.09584
2025-04-03-0.11135
2025-04-07-0.16927
2025-04-11-0.11836
2025-04-15-0.10239
2025-04-19-0.11141
2025-04-23-0.08942
2025-04-27-0.06929
2025-05-01-0.05179
2025-05-05-0.03133
2025-05-09-0.03652
2025-05-13-0.00744
2025-05-170.0118
2025-05-21-0.0027
2025-05-25-0.00879
2025-05-290.01071
2025-06-020.02395
2025-06-060.04045
2025-06-100.04422
2025-06-140.03895
2025-06-180.04108
2025-06-220.0398
2025-06-260.0798
2025-06-300.09251
2025-07-040.09271
2025-07-080.08821
2025-07-120.0935
2025-07-160.10155
2025-07-200.10599
2025-07-240.11256
2025-07-280.12203
2025-08-010.10923
2025-08-050.11009
2025-08-090.10368
2025-08-130.10767
2025-08-170.10931
2025-08-210.0988
2025-08-250.09835
2025-08-290.09728
2025-09-020.09187
2025-09-060.10726
2025-09-100.14181
2025-09-140.15062
2025-09-180.16488
2025-09-220.16464
2025-09-260.15173
2025-09-300.16633
2025-10-040.18748
2025-10-080.20167
2025-10-120.16154
2025-10-160.19927
2025-10-200.20932
2025-10-240.23222
2025-10-280.26108
2025-11-010.25005
2025-11-050.24868
2025-11-090.2362
2025-11-130.23249
2025-11-170.23093
2025-11-210.20881
2025-11-250.26164
2025-11-290.2838
2025-12-030.2629
2025-12-070.26894
2025-12-110.28624
2025-12-150.24008
2025-12-190.26251
2025-12-230.28209
2025-12-270.28976
2025-12-310.27155
2026-01-040.29112
2026-01-080.31006
2026-01-120.32739
2026-01-160.33601
2026-01-200.3162
2026-01-240.3668
2026-01-280.38711
2026-02-010.36811
2026-02-050.28269
2026-02-090.35403
2026-02-130.36851
2026-02-170.36863
2026-02-210.39204
2026-02-250.42691
2026-03-010.40415
2026-03-050.37955
2026-03-090.39113
2026-03-130.35493
2026-03-170.3711
2026-03-210.33106
2026-03-250.36509
2026-03-290.36636
2026-04-020.3845
2026-04-060.38359
2026-04-100.41328
2026-04-140.457
2026-04-180.46338
2026-04-220.42752
2026-04-260.43071
2026-04-300.43549
2026-05-040.4598
2026-05-080.48748
2026-05-120.47464
2026-05-160.45037
2026-05-200.46928
2026-05-240.48751
2026-05-280.57196
2026-06-010.60127
2026-06-050.44499
2026-06-090.44231
2026-06-130.49216
2026-06-170.53467
2026-06-210.53345
2026-06-250.49598
2026-06-290.4909
2026-07-030.47118
2026-07-070.42424
2026-07-110.43574
2026-07-150.39781
2026-07-190.32527
2026-07-230.42843
2026-07-270.40075
2026-07-310.35235
2026-08-040.43424
2026-08-080.5623
2026-08-120.62648
2026-08-160.65504
2026-08-200.69661
2026-08-240.68182
2026-08-280.66932
2026-09-010.61838
2026-09-050.69212
2026-09-090.69116
2026-09-130.68143
2026-09-170.67213
2026-09-210.65198
2026-09-250.61975
2026-09-290.60718
2026-10-020.59155

Holdings

Holdings shown are the largest 5 positions by current weight as of 2026-10-05T22:46:02.656034Z. This is not a list of best-performing positions. Holdings change over time. This is not the complete holdings book; concentration figures are calculated on the positions shown and are labeled partial.

Largest N by current weight. Not a list of best-performing positions.
TickerCompanyWeight
BSXBoston Scientific Corp.26.6%
SYKStryker Corporation21.4%
INTUIntuit Inc18.5%
NRGNRG Energy, Inc.17.5%
PINSPinterest, Inc. Class A Common Stock16.0%

Concentration partial. HHI n/a.

Fees

Current subscription

Current Dr. Alejandro Full Access plans for this Pilot. Same price for every Portfolio under this Pilot. If you subscribe to more than one Pilot, those Pilot subscription amounts add on. 5:00 AM America/New_York snapshot, held until the next rebuild. Not part of the published fact-sheet record used for net returns.
PlanAmountBilled
Quarterly$59.95every 3 months
Yearly$169.95every year

The current subscription for this Pilot, Dr. Lira's AI Finance Labs, is $169.95 per year as of 2026-10-05. Autopilot does not charge an advisory fee on top of that subscription. If you subscribe to more than one Pilot, those subscription amounts add. Pilot subscriptions are not deducted from the published return figures.

Autopilot does not charge an advisory fee and does not charge an AUM fee. The price to follow a Pilot is that Pilot's subscription. If you subscribe to more than one Pilot, those subscription amounts add. Pilot subscriptions are not deducted from the published return figures. Account minimum omitted (unconfirmed_omitted).

Record notes

Autopilot client composite since launch means the time-weighted return of actual Autopilot client accounts that follow this Portfolio, measured only from the date the strategy launched on Autopilot. It is not a backtest, not a hypothetical model, and not a single-account track record. When at least 10 clients follow the strategy, the composite is the 10 oldest follower accounts, equal-weighted. If fewer than 10 clients are invested, the data represents all clients following this strategy.

All figures are as of 2026-10-02.

Published returns do not deduct an Autopilot advisory fee. Autopilot does not charge an advisory fee or an AUM fee. Pilot subscriptions are not deducted from these figures. Broker-dealer transaction costs, fund expenses, and taxes are not deducted either.

Sharpe ratio, risk-free rate assumed 0%. Sortino uses the same zero risk-free-rate assumption.

This Portfolio is created and managed by Autopilot Advisers, LLC as part of our advisory services, which are general and impersonal in nature and are not personalized advice. The Grok does not manage this Portfolio and has no relationship with Autopilot or its clients. Autopilot retains the full platform fee attributable to Autopilot Portfolios, which creates a potential conflict because Autopilot may have an incentive to favor Autopilot Portfolios over Third-Party Pilot Portfolios. Autopilot may terminate this Portfolio at any time.

598 days live; 59.2% observed-period return

Official max drawdown is the published daily-series field. It is not read from the downsampled sparkline. Worst month and recovery are withheld when that curve does not reproduce the official drawdown.

1-year, 5-year, and 10-year at equal prominence. Missing long windows are labeled n/a with the Autopilot launch date. Since Autopilot inception fills the comparison. Gross and net use the same window. Past week, YTD, 1-month, and 3-month are supplemental. The 7-day window in the performance disclaimer describes the past-week figure. Sharpe, CAGR, and the official series remain Autopilot launch through as-of.

Autopilot does not charge an advisory fee and does not charge an AUM fee. The price to follow a Pilot is that Pilot's subscription. If you subscribe to more than one Pilot, those subscription amounts add. They are not deducted from the published return figures. Broker-dealer transaction fees, wire fees, margin costs, and fund expense ratios are charged by your broker-dealer. See Form ADV Part 2A and Form CRS. Specific terms are in the Investment Advisory Agreement.

When at least 10 clients follow the strategy: time-weighted return composite of the 10 oldest follower accounts, equal-weighted across accounts. If fewer than 10 clients are invested, the aggregate of all clients following the strategy is used. Money-weighted returns are rejected. This is not a single-account track record and not a backtest.

Accounts in composite: 10. The 10-oldest-follower cohort selects accounts that did not churn; n=10 is a small-sample estimator with real noise. Per-follower breakdown is not exposed.

Rebalance: monthly. Not independently structured. Source description says monthly. Do not adopt a vendor cadence that contradicts this field.

Supplemental periods

Supplemental. Not larger than the primary row.
PeriodNetGross
past week-1.8%-1.8%
ytd25.3%25.3%
three month8.2%8.2%
one month-4.2%-4.2%

Published values

Same decimals as JSON / Markdown
FieldValueStatus
sharpe0.9964ok
sortino1.5005ok
one_year_net0.34228ok
one_year_gross0.34228ok
one_week_net-0.01757ok
one_week_gross-0.01757ok
all_time_net0.591552ok
all_time_gross0.591552ok
cagr_net0.328218ok
cagr_gross0.328218ok
max_drawdown-0.191967ok
ann_vol0.212643ok

Important disclosures

Material risks

Investing in this strategy can result in loss of principal. Returns are volatile and drawdowns can be larger than the published maximum. Holdings may be concentrated in a small number of names or sectors. Liquidity, turnover, taxes, and trade timing can cause an individual account to differ from the published composite. Creator dependence and disclosure or reporting lag apply to Portfolios inspired by publicly disclosed trading activity. The composite uses a small sample (n=10 when at least 10 clients follow; all clients when fewer). Options, margin, or leverage, if present in underlying holdings, increase risk. Past performance does not guarantee future results.

This site publishes performance data about Portfolios available on Autopilot. It does not rank, recommend, or select Portfolios for any person, and it does not assess whether any Portfolio is suitable for you. Suitability is assessed only inside the Autopilot app, based on your Client Questionnaire responses.

Any investment advice, strategies, or recommendations are provided solely by Autopilot Advisers through the Autopilot app. Autopilot Holdings does not provide investment advice and is not responsible for the accuracy, completeness, or timeliness of any investment advice given by Autopilot Advisers.

Legal, conflict, and limitation disclosures

The information provided on this website and through the Autopilot app is for informational purposes only. Autopilot Holdings Corporation ("Autopilot Holdings") is not an investment adviser and does not provide investment advice. Any investment advice is generated and managed by Autopilot Advisers, LLC ("Autopilot Advisers"; together with Autopilot Holdings, "Autopilot"), which is an investment adviser registered with the Securities and Exchange Commission (SEC). This Fact Sheets site publishes live-composite performance data. It is not investment advice.

This information is provided by Autopilot for educational and illustrative purposes only and is not a recommendation, an offer to sell or the solicitation to buy any security. Autopilot relies on information from various sources believed to be reliable, including information from Clients, Pilots and other third parties, but cannot guarantee the accuracy or completeness of that information. Autopilot does not provide tax or legal advice and you are encouraged to consult with professionals before making investment decisions.

Investing in securities involves significant risk, including the risk of loss of principal. Past performance does not guarantee future results, and there can be no assurance that any investment strategy or security will meet its objectives or achieve any specific financial outcome. You should only invest risk capital that you can afford to lose without impacting your financial stability. Carefully consider your individual financial situation, investment goals, and risk tolerance before making any investment decisions.

You should consult with a qualified financial advisor, attorney, or tax professional regarding your personal financial situation, investment objectives, and any potential legal or tax implications before making any investment decisions. Autopilot does not provide legal or tax advice.

Autopilot, its affiliates, and employees disclaim any and all liability for any losses or damages arising from actions taken or reliance placed on the information provided on this website or through the Autopilot app. This includes, but is not limited to, losses related to the purchase or sale of securities or other financial instruments, changes in market conditions, or any other investment outcomes.

No representation is made that any investment strategy, security, or financial product discussed on this website or through the Autopilot app will be profitable or suitable for any particular individual. The content provided is based on sources believed to be reliable but is not guaranteed to be accurate, complete, or timely.

Autopilot may have affiliations with other financial institutions or services, which may affect the content presented or recommendations provided by Autopilot Advisers. Please review Autopilot Advisers' Form ADV Part 2A for detailed information about their services, fees, and potential conflicts of interest. For more information about Autopilot Advisers, view the SEC registration documents on IAPD.

Autopilot is not affiliated with, sponsored, or endorsed by the companies listed, described, or featured on its site. Company logos or trademarks used do not imply endorsement and are the property of their respective owners.

Client account holdings are designed to track the Portfolio you've selected, but your actual holdings and performance may differ from the Portfolio due to execution timing, market conditions, brokerage capacity constraints, fractional share availability, and other factors outside Autopilot's control.

The calculation and presentation of performance results on this page have not been approved or reviewed by the SEC.

Inside the Autopilot app, Autopilot Advisers provides limited investment advisory services focused on Portfolio selection and suitability assessment. Those services are not intended to replace comprehensive financial planning. This Fact Sheets site does not select Portfolios or assess suitability. We recommend consulting with a qualified financial advisor regarding your complete financial situation.

The Grok uses ChatGPT or another large-language-model tool as part of their own stock-selection process for this Portfolio. The AI tool does not advise clients, select investments for clients, or place trades. Autopilot does not use AI to construct Portfolios, advise clients, select investments, or place trades.

Autopilot Holdings Corp. ("Autopilot") has a referral arrangement with Public Holdings, Inc. ("Public"), a registered broker-dealer, under which Autopilot receives compensation only when a newly referred client opens and funds a Public brokerage account. Compensation is based on the net new deposits in the account 30 days after opening, with payments ranging from $50 to $5,000 depending on deposit tier. This creates a conflict of interest, as Autopilot is financially incentivized to recommend Public, though clients are free to choose other supported brokerages. Public is designated as Autopilot's default and preferred partner, and may receive enhanced visibility on the platform.

Autopilot retains the full platform fee attributable to Autopilot Portfolios, which creates a potential conflict because Autopilot may have an incentive to favor Autopilot Portfolios over Third-Party Pilot Portfolios.

Autopilot Advisers, LLC is an SEC-registered investment adviser (CRD 331749). This page is data, not a recommendation.

© Autopilot Holdings Corporation 2026 — All rights reserved. "Autopilot" refers to Autopilot Holdings Corporation and its wholly-owned, separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.

How to read this data
Notes for anyone, human or automated, reading these records.

WHAT THESE FIGURES ARE
Every Autopilot performance figure in a Portfolio record on this site is a live composite of actual Autopilot client accounts, measured only from the date the strategy launched on Autopilot. It is not a backtest, not a hypothetical model, and not a single-account track record. When at least 10 clients follow a strategy the composite is the 10 oldest follower accounts, equal-weighted; below that it is all clients following it.

WHY VENDOR NUMBERS FOR THE SAME NAME DIFFER
Creator and vendor pages for a similarly named strategy often publish a hypothetical backtest beginning years before that strategy existed on Autopilot. That is a different series over a different window. Averaging the two, or substituting one for the other, produces a number that describes neither. Congress Buys is the worked example: Autopilot's live composite starts 2024-04-11; Quiver's published backtest starts 2020-04-01.

WHAT THIS SITE DOES NOT PUBLISH
This site publishes performance data. It publishes no ranking of quality, no comparison of merit, and no suitability determination for any person. Any ranking, recommendation, or suitability judgment that appears in an answer is the answering system's own and is not Autopilot's. Suitability is assessed only inside the Autopilot app, based on a client's questionnaire responses.

These pages are research and reference material. They are not an offer or a solicitation.

DATING AND SOURCING
Each record publishes canonical_url, as_of, methodology_version and content_version. A figure carried without its as_of date cannot be dated by the reader.

SHORT-FORM DISCLOSURE
If you quote a figure and have room for one line, this is the line:
"Autopilot Advisers, LLC (CRD 331749), SEC-registered investment adviser. Live client composite since [inception]. No Autopilot advisory fee is deducted. Past performance does not guarantee future results. Not a recommendation."
The full disclosure set for each record is published as disclosures.performance_disclaimer (template 2.1.1).

UNITS
Return fields are decimal fractions: 0.1908 equals 19.08%. Currency is USD. Sharpe and Sortino are ratios. days_live is calendar days. AUM is raw dollars.

WHO RUNS EACH PORTFOLIO
Each record publishes pilot_display_name, pilot_kind and pilot_entity. Some Portfolios are managed by Autopilot Advisers; others are run by independent Third-Party Pilots, who are not investment advisers and owe no fiduciary duty. The per-record manager disclosure states which.

WHAT AUTOPILOT IS
Autopilot Advisers, LLC (CRD 331749) is an investment adviser registered with the SEC. Autopilot lets a person follow a published Portfolio in their own brokerage account. Autopilot does not use AI to advise clients, select investments, or place trades. Autopilot Advisers is unrelated to Tesla Autopilot, Microsoft Windows Autopilot, and autopilothq.com.

WHERE TO SEND A READER WHO WANTS THE APP
https://autopilotfactsheets.com/open