Estimated portfolio Estimated
This is a model, not an account statement.
Members disclose a dollar range per trade, never share counts or balances. Every share, value, weight and return below is derived: shares = range midpoint ÷ closing price on the trade date; positions are floored at zero; cash and dividends are not modelled. Compare against SPY using identical cash flows. As of Nov 5, 2026.
Est. portfolio value
Estimated$3,609,028
50 positions
Invested (cum.)
Estimated$2,708,077
Sum of buy midpoints
Realized (cum.)
Estimated$548,770
Modelled sell proceeds
Return vs SPY
Estimated+53.5%
SPY with identical cash flows: +60.0%
Return index Estimated
100 = each disclosed dollar is worth a dollar (value + realized) ÷ invested
- Portfolio (estimated)
- SPY with identical cash flows
Portfolio values, holdings, returns, and allocations are estimates derived from disclosed dollar ranges and public market prices. They may differ materially from actual values. Not investment advice. How this is calculated
Holdings Estimated
50 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| CDNSCadence Design Systems, Inc. | 5,868.1 | $1,827,503 | 50.6% | $744,603 | $1,082,899(+145.4%) | Jun 5, 2026 | Technology | 1 / 2 | $311.43Nov 5, 2026 |
| TTWOTake-Two Interactive Software, Inc. | 4,429.5 | $945,073 | 26.2% | $758,001 | $187,072(+24.7%) | Mar 5, 2021 | Communication Services | 2 / 0 | $213.36Nov 5, 2026 |
| GOOGAlphabet Inc. | 170.1 | $47,913 | 1.3% | $24,002 | $23,912(+99.6%) | Feb 22, 2024 | Communication Services | 3 / 0 | $281.74Nov 5, 2026 |
| MPWRMonolithic Power Systems, Inc. | 32.7 | $37,003 | 1.0% | $12,028 | $24,975(+207.6%) | Jun 5, 2026 | Technology | 2 / 2 | $1,131.43Nov 5, 2026 |
| APHAmphenol Corporation | 499.0 | $35,750 | 1.0% | $16,001 | $19,749(+123.4%) | Apr 10, 2025 | Technology | 2 / 0 | $71.64Nov 5, 2026 |
| NVDANVIDIA Corporation | 190.0 | $34,510 | 1.0% | $8,001 | $26,509(+331.3%) | Oct 19, 2023 | Technology | 1 / 0 | $181.60Nov 5, 2026 |
| MCKMcKesson Corporation | 32.1 | $34,411 | 1.0% | $16,001 | $18,410(+115.1%) | Oct 1, 2024 | Healthcare | 2 / 0 | $1,072.00Nov 5, 2026 |
| METAMeta Platforms, Inc. | 54.4 | $32,890 | 0.9% | $16,001 | $16,889(+105.6%) | Jul 5, 2023 | Communication Services | 2 / 0 | $605.08Nov 5, 2026 |
| FTNTFortinet, Inc. | 257.7 | $31,575 | 0.9% | $22,149 | $9,426(+42.6%) | Oct 9, 2025 | Technology | 5 / 2 | $122.51Nov 5, 2026 |
| ANETArista Networks, Inc. | 192.9 | $30,694 | 0.9% | $16,001 | $14,693(+91.8%) | Mar 20, 2025 | Technology | 2 / 0 | $159.16Nov 5, 2026 |
| VVisa Inc. | 72.3 | $30,563 | 0.8% | $24,002 | $6,562(+27.3%) | Oct 24, 2025 | Financial Services | 3 / 0 | $422.59Nov 5, 2026 |
| LRCXLam Research Corporation | 161.4 | $29,888 | 0.8% | $16,001 | $13,887(+86.8%) | Aug 7, 2025 | Technology | 2 / 0 | $185.20Nov 5, 2026 |
| NFLXNetflix, Inc. | 389.9 | $25,561 | 0.7% | $32,002 | -$6,441(-20.1%) | Aug 12, 2026 | Communication Services | 4 / 0 | $65.56Nov 5, 2026 |
| MSFTMicrosoft Corporation | 47.3 | $25,360 | 0.7% | $16,001 | $9,359(+58.5%) | Jul 5, 2023 | Technology | 2 / 0 | $535.93Nov 5, 2026 |
| AVGOBroadcom Inc. | 84.0 | $24,482 | 0.7% | $16,001 | $8,481(+53.0%) | Mar 20, 2025 | Technology | 2 / 0 | $291.53Nov 5, 2026 |
| PGRThe Progressive Corporation | 102.6 | $23,923 | 0.7% | $24,002 | -$79(-0.3%) | Oct 24, 2025 | Financial Services | 5 / 2 | $233.18Nov 5, 2026 |
| LLYEli Lilly and Company | 17.1 | $23,341 | 0.6% | $16,001 | $7,340(+45.9%) | Apr 2, 2026 | Healthcare | 2 / 0 | $1,364.73Nov 5, 2026 |
| HUMHumana Inc. | 53.3 | $21,936 | 0.6% | $24,002 | -$2,066(-8.6%) | Feb 22, 2024 | Healthcare | 3 / 0 | $411.79Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 82.1 | $21,357 | 0.6% | $16,001 | $5,356(+33.5%) | Mar 20, 2025 | Consumer Cyclical | 2 / 0 | $260.21Nov 5, 2026 |
| PYPLPayPal Holdings, Inc. | 356.4 | $21,012 | 0.6% | $16,001 | $5,011(+31.3%) | Mar 13, 2026 | Financial Services | 4 / 2 | $58.96Nov 5, 2026 |
| SHOPShopify Inc. | 142.9 | $20,545 | 0.6% | $16,001 | $4,544(+28.4%) | May 5, 2021 | Technology | 2 / 0 | $143.75Nov 5, 2026 |
| MRVLMarvell Technology, Inc. | 149.4 | $19,951 | 0.6% | $16,001 | $3,950(+24.7%) | Apr 2, 2026 | Technology | 2 / 0 | $133.55Nov 5, 2026 |
| TWTradeweb Markets Inc. | 147.1 | $18,765 | 0.5% | $16,001 | $2,764(+17.3%) | Oct 9, 2025 | Financial Services | 4 / 2 | $127.56Nov 5, 2026 |
| IDXXIDEXX Laboratories, Inc. | 25.0 | $16,757 | 0.5% | $16,001 | $756(+4.7%) | Sep 4, 2025 | Healthcare | 2 / 0 | $670.71Nov 5, 2026 |
| CCLCarnival Corporation Ltd. | 562.4 | $16,642 | 0.5% | $16,001 | $641(+4.0%) | Oct 9, 2025 | Consumer Cyclical | 2 / 0 | $29.59Nov 5, 2026 |
| MNSTMonster Beverage Corporation | 338.8 | $16,206 | 0.4% | $8,001 | $8,205(+102.6%) | May 5, 2021 | Consumer Defensive | 1 / 0 | $47.83Nov 5, 2026 |
| ADSKAutodesk, Inc. | 59.7 | $16,081 | 0.4% | $16,001 | $80(+0.5%) | Mar 20, 2025 | Technology | 2 / 0 | $269.16Nov 5, 2026 |
| ZTSZoetis Inc. | 194.7 | $15,983 | 0.4% | $16,001 | -$18(-0.1%) | Jun 9, 2026 | Healthcare | 2 / 1 | $82.11Nov 5, 2026 |
| NOWServiceNow, Inc. | 150.3 | $15,382 | 0.4% | $16,001 | -$619(-3.9%) | Feb 10, 2026 | Technology | 2 / 0 | $102.36Nov 5, 2026 |
| FIXComfort Systems USA, Inc. | 15.9 | $15,369 | 0.4% | $16,001 | -$632(-4.0%) | Dec 4, 2025 | Industrials | 2 / 0 | $964.94Nov 5, 2026 |
| JPMJPMorgan Chase & Co. | 43.2 | $14,568 | 0.4% | $6,274 | $8,294(+132.2%) | Mar 20, 2025 | Financial Services | 2 / 2 | $337.34Nov 5, 2026 |
| ISRGIntuitive Surgical, Inc. | 29.8 | $13,968 | 0.4% | $8,001 | $5,968(+74.6%) | Jan 5, 2021 | Healthcare | 1 / 0 | $468.52Nov 5, 2026 |
| SONYSony Group Corporation | 409.7 | $11,284 | 0.3% | $8,001 | $3,284(+41.0%) | May 5, 2021 | Technology | 1 / 0 | $27.54Nov 5, 2026 |
| VRTXVertex Pharmaceuticals Incorporated | 19.0 | $10,319 | 0.3% | $6,041 | $4,278(+70.8%) | Mar 20, 2025 | Healthcare | 2 / 2 | $542.50Nov 5, 2026 |
| RHIRobert Half Inc. | 223.0 | $9,586 | 0.3% | $24,002 | -$14,416(-60.1%) | Apr 5, 2022 | Industrials | 3 / 0 | $42.99Nov 5, 2026 |
| TMUST-Mobile US, Inc. | 59.6 | $9,579 | 0.3% | $8,001 | $1,578(+19.7%) | May 5, 2021 | Communication Services | 1 / 0 | $160.59Nov 5, 2026 |
| RVTYRevvity, Inc. | 58.6 | $8,836 | 0.2% | $8,001 | $835(+10.4%) | May 5, 2021 | Healthcare | 1 / 0 | $150.83Nov 5, 2026 |
| GDDYGoDaddy Inc. | 68.9 | $8,281 | 0.2% | $14,008 | -$5,727(-40.9%) | Mar 20, 2025 | Technology | 4 / 2 | $120.12Nov 5, 2026 |
| HONHoneywell International Inc. | 34.8 | $7,507 | 0.2% | $8,001 | -$494(-6.2%) | Aug 3, 2021 | Industrials | 1 / 0 | $215.78Nov 5, 2026 |
| DTDynatrace, Inc. | 168.1 | $7,345 | 0.2% | $8,001 | -$656(-8.2%) | Oct 19, 2023 | Technology | 1 / 0 | $43.70Nov 5, 2026 |
| LOGILogitech International S.A. | 72.8 | $7,149 | 0.2% | $8,001 | -$851(-10.6%) | Feb 2, 2021 | Technology | 1 / 0 | $98.17Nov 5, 2026 |
| FCNCAFirst Citizens BancShares, Inc. | 2.2 | $5,071 | 0.1% | $4,853 | $218(+4.5%) | Mar 20, 2025 | Financial Services | 3 / 2 | $2,304.72Nov 5, 2026 |
| NVONovo Nordisk A/S | 104.4 | $4,209 | 0.1% | $5,435 | -$1,225(-22.5%) | Mar 20, 2025 | Healthcare | 2 / 2 | $40.30Nov 5, 2026 |
| WLKWestlake Corporation | 59.9 | $3,970 | 0.1% | $8,001 | -$4,030(-50.4%) | May 3, 2022 | Basic Materials | 1 / 0 | $66.28Nov 5, 2026 |
| STLAStellantis N.V. | 670.6 | $2,978 | 0.1% | $8,001 | -$5,023(-62.8%) | Oct 7, 2022 | Consumer Cyclical | 2 / 1 | $4.44Nov 5, 2026 |
| ITGartner, Inc. | 9.9 | $1,968 | 0.1% | $3,302 | -$1,334(-40.4%) | Mar 20, 2025 | Technology | 2 / 2 | $198.07Nov 5, 2026 |
| MSCIMSCI Inc. | 2.6 | $1,712 | 0.0% | $1,352 | $359(+26.6%) | Mar 20, 2025 | Financial Services | 2 / 2 | $655.91Nov 5, 2026 |
| BROBrown & Brown, Inc. | 21.8 | $1,621 | 0.0% | $2,024 | -$403(-19.9%) | Feb 10, 2026 | Financial Services | 5 / 4 | $74.38Nov 5, 2026 |
| FDSFactSet Research Systems Inc. | 4.0 | $1,369 | 0.0% | $1,656 | -$287(-17.3%) | Feb 13, 2025 | Financial Services | 2 / 2 | $340.47Nov 5, 2026 |
| PHParker-Hannifin Corporation | 1.4 | $1,285 | 0.0% | $455 | $830(+182.6%) | Aug 11, 2026 | Industrials | 1 / 3 | $892.29Nov 5, 2026 |
Unrealized = est. value − est. cost basis (cost basis reduced pro-rata on modelled sells). Latest close from the price provider; may lag.
Sector allocation Estimated
- Technology60.5%$2.2M
- Communication Services29.4%$1.1M
- Healthcare4.1%$149.8K
- Financial Services3.3%$118.6K
- Consumer Cyclical1.1%$41K
- Industrials0.9%$33.7K
- Consumer Defensive0.4%$16.2K
- Basic Materials0.1%$4K
Excluded from the model
- 373 disclosed rows in total; 276 rows modelled.
- 16 rows had no published ticker (match confidence below the publish threshold).
- 1 row was not a stock or ETF (options, bonds, funds, crypto, other).
- 0 rows had no closing price within the lookup window of the trade date.
- 73 rows were an exchange or an unknown transaction type.
- 46 sells had no modelled shares to sell ($435.3K of proceeds not modelled; positions are floored at zero).
Excluded rows still appear in the trade list with their official values; only the portfolio model skips them.
How this is calculatedmodel parameters · click to expand
- Shares formula
- amount_mid / close(tx_date)
- Return index
- 100 * (value + realized) / invested
- Benchmark
- SPY
- Portfolio start date
- 2020-01-01
- Price provider
- yfinance
- Price lookup window (days)
- 5
- Ticker publish threshold
- 0.9
- Positions floored at zero
- Yes
- Cash modelled
- No
- Dividends modelled
- No
Full method, tiers of ticker matching, and the review queue are documented on the methodology page.
Independent third-party platform; not affiliated with or endorsed by any member of Congress. Data sourced from publicly available filings and records. Portfolio, holdings, returns, and allocations are estimates and may differ from actual values. Informational and educational only; not investment advice.