Estimated portfolio Estimated
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.
Return index Estimated
- 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
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| VVisa Inc. | 430.7 | $182,002 | 18.8% | $80,005 | $101,997(+127.5%) | Nov 23, 2021 | Financial Services | 10 / 0 | $422.59Nov 5, 2026 |
| MAMastercard Incorporated | 256.0 | $167,888 | 17.4% | $72,005 | $95,884(+133.2%) | Nov 23, 2021 | Financial Services | 9 / 0 | $655.92Nov 5, 2026 |
| AZOAutoZone, Inc. | 26.9 | $88,892 | 9.2% | $32,002 | $56,890(+177.8%) | Jan 20, 2021 | Consumer Cyclical | 4 / 0 | $3,308.97Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 328.3 | $85,429 | 8.8% | $48,003 | $37,426(+78.0%) | Nov 23, 2022 | Consumer Cyclical | 6 / 0 | $260.21Nov 5, 2026 |
| SBUXStarbucks Corporation | 644.0 | $68,371 | 7.1% | $48,003 | $20,368(+42.4%) | Jan 13, 2022 | Consumer Cyclical | 6 / 0 | $106.16Nov 5, 2026 |
| PGRThe Progressive Corporation | 268.3 | $62,574 | 6.5% | $24,002 | $38,572(+160.7%) | Jan 20, 2021 | Financial Services | 3 / 0 | $233.18Nov 5, 2026 |
| SYKStryker Corporation | 165.9 | $55,584 | 5.8% | $32,002 | $23,582(+73.7%) | Jul 17, 2020 | Healthcare | 4 / 0 | $335.08Nov 5, 2026 |
| CHDChurch & Dwight Co., Inc. | 389.8 | $43,391 | 4.5% | $32,002 | $11,389(+35.6%) | Nov 23, 2022 | Consumer Defensive | 4 / 0 | $111.33Nov 5, 2026 |
| DHRDanaher Corporation | 181.1 | $40,998 | 4.2% | $40,003 | $995(+2.5%) | Nov 23, 2022 | Healthcare | 5 / 0 | $226.34Nov 5, 2026 |
| POSTPost Holdings, Inc. | 441.4 | $37,394 | 3.9% | $24,002 | $13,392(+55.8%) | Sep 11, 2020 | Consumer Defensive | 3 / 0 | $84.72Nov 5, 2026 |
| ACGLArch Capital Group Ltd. | 229.0 | $25,325 | 2.6% | $8,001 | $17,325(+216.5%) | Dec 15, 2020 | Financial Services | 1 / 0 | $110.57Nov 5, 2026 |
| KEYSKeysight Technologies, Inc. | 97.0 | $25,277 | 2.6% | $16,001 | $9,276(+58.0%) | Jan 13, 2022 | Technology | 2 / 0 | $260.61Nov 5, 2026 |
| ORLYO'Reilly Automotive, Inc. | 269.1 | $24,618 | 2.5% | $8,001 | $16,617(+207.7%) | Dec 10, 2020 | Consumer Cyclical | 1 / 0 | $91.49Nov 5, 2026 |
| GPNGlobal Payments Inc. | 239.1 | $22,714 | 2.4% | $32,002 | -$9,288(-29.0%) | Jan 13, 2022 | Industrials | 4 / 0 | $94.98Nov 5, 2026 |
| BRK-BBerkshire Hathaway Inc. | 23.0 | $13,158 | 1.4% | $4,670 | $8,488(+181.8%) | Oct 21, 2021 | Financial Services | 2 / 2 | $572.33Nov 5, 2026 |
| CLColgate-Palmolive Company | 117.4 | $11,591 | 1.2% | $8,001 | $3,590(+44.9%) | Dec 31, 2019 | Consumer Defensive | 1 / 0 | $98.69Nov 5, 2026 |
| AMTAmerican Tower Corporation | 36.5 | $7,074 | 0.7% | $8,001 | -$927(-11.6%) | Dec 10, 2020 | Real Estate | 1 / 0 | $193.99Nov 5, 2026 |
| BF-BBrown-Forman Corporation | 119.2 | $3,689 | 0.4% | $8,001 | -$4,311(-53.9%) | Jan 13, 2022 | Consumer Defensive | 1 / 0 | $30.96Nov 5, 2026 |
Sector allocation Estimated
- Financial Services46.7%$450.9K
- Consumer Cyclical27.7%$267.3K
- Healthcare10.0%$96.6K
- Consumer Defensive9.9%$96.1K
- Technology2.6%$25.3K
- Industrials2.4%$22.7K
- Real Estate0.7%$7.1K
Excluded from the model
- 218 disclosed rows in total; 141 rows modelled.
- 24 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 48 rows had no closing price within the lookup window of the trade date.
- 5 rows were an exchange or an unknown transaction type.
- 18 sells had no modelled shares to sell ($338.1K 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.