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$481,840
59 positions
Invested (cum.)
Estimated$808,051
Sum of buy midpoints
Realized (cum.)
Estimated$517,021
Modelled sell proceeds
Return vs SPY
Estimated+23.6%
SPY with identical cash flows: +21.7%
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
59 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | 176.1 | $31,989 | 6.6% | $4,176 | $27,812(+666.0%) | Jul 10, 2026 | Technology | 2 / 4 | $181.60Nov 5, 2026 |
| VVisa Inc. | 56.0 | $23,661 | 4.9% | $11,201 | $12,460(+111.2%) | Apr 11, 2025 | Financial Services | 2 / 1 | $422.59Nov 5, 2026 |
| HONHoneywell International Inc. | 78.3 | $16,904 | 3.5% | $16,215 | $689(+4.2%) | Jul 10, 2026 | Industrials | 3 / 1 | $215.78Nov 5, 2026 |
| FTNTFortinet, Inc. | 129.3 | $15,837 | 3.3% | $7,897 | $7,940(+100.5%) | Jul 10, 2026 | Technology | 2 / 2 | $122.51Nov 5, 2026 |
| ACNAccenture plc | 59.2 | $15,687 | 3.3% | $8,001 | $7,687(+96.1%) | Jul 10, 2026 | Technology | 2 / 1 | $265.16Nov 5, 2026 |
| MCOMoody's Corporation | 27.3 | $14,060 | 2.9% | $9,499 | $4,561(+48.0%) | Apr 11, 2025 | Financial Services | 2 / 1 | $515.34Nov 5, 2026 |
| ROSTRoss Stores, Inc. | 54.8 | $12,885 | 2.7% | $8,001 | $4,884(+61.1%) | Aug 18, 2025 | Consumer Cyclical | 1 / 0 | $235.23Nov 5, 2026 |
| AMDAdvanced Micro Devices, Inc. | 31.1 | $12,569 | 2.6% | $5,475 | $7,094(+129.6%) | Jul 10, 2026 | Technology | 1 / 1 | $404.40Nov 5, 2026 |
| XOMExxonMobil Holdings Corporation | 75.0 | $12,392 | 2.6% | $8,001 | $4,392(+54.9%) | Aug 18, 2025 | Energy | 1 / 0 | $165.30Nov 5, 2026 |
| TGTTarget Corporation | 76.2 | $12,041 | 2.5% | $8,001 | $4,040(+50.5%) | Aug 18, 2025 | Consumer Defensive | 1 / 0 | $157.95Nov 5, 2026 |
| COPConocoPhillips | 85.1 | $11,529 | 2.4% | $8,001 | $3,529(+44.1%) | Aug 18, 2025 | Energy | 1 / 0 | $135.46Nov 5, 2026 |
| AMATApplied Materials, Inc. | 35.6 | $11,380 | 2.4% | $5,829 | $5,551(+95.2%) | Jul 10, 2026 | Technology | 1 / 1 | $319.25Nov 5, 2026 |
| PGThe Procter & Gamble Company | 59.2 | $9,885 | 2.1% | $8,602 | $1,283(+14.9%) | Apr 10, 2024 | Consumer Defensive | 2 / 1 | $167.10Nov 5, 2026 |
| AMEAMETEK, Inc. | 43.8 | $9,769 | 2.0% | $8,001 | $1,769(+22.1%) | Aug 18, 2025 | Industrials | 1 / 0 | $222.99Nov 5, 2026 |
| PLDPrologis, Inc. | 75.9 | $9,754 | 2.0% | $8,001 | $1,754(+21.9%) | Aug 18, 2025 | Real Estate | 1 / 0 | $128.55Nov 5, 2026 |
| OKEONEOK, Inc. | 109.5 | $9,447 | 2.0% | $8,001 | $1,447(+18.1%) | Aug 18, 2025 | Energy | 1 / 0 | $86.25Nov 5, 2026 |
| COSTCostco Wholesale Corporation | 8.7 | $9,305 | 1.9% | $8,001 | $1,304(+16.3%) | Jul 10, 2026 | Consumer Defensive | 1 / 0 | $1,065.59Nov 5, 2026 |
| RCLRoyal Caribbean Cruises Ltd. | 28.7 | $9,257 | 1.9% | $8,001 | $1,257(+15.7%) | Dec 31, 2025 | Consumer Cyclical | 1 / 0 | $322.73Nov 5, 2026 |
| NEENextEra Energy, Inc. | 97.6 | $8,616 | 1.8% | $8,001 | $615(+7.7%) | Mar 8, 2022 | Utilities | 1 / 0 | $88.25Nov 5, 2026 |
| AMCRAmcor plc | 185.3 | $8,493 | 1.8% | $8,001 | $493(+6.2%) | Jul 10, 2026 | Consumer Cyclical | 1 / 0 | $45.84Nov 5, 2026 |
| NXPINXP Semiconductors N.V. | 34.5 | $8,435 | 1.8% | $8,001 | $435(+5.4%) | Dec 11, 2025 | Technology | 1 / 0 | $244.43Nov 5, 2026 |
| DUKDuke Energy Corporation | 63.8 | $8,294 | 1.7% | $8,001 | $293(+3.7%) | Jul 10, 2026 | Utilities | 1 / 0 | $130.08Nov 5, 2026 |
| ADPAutomatic Data Processing, Inc. | 26.4 | $8,119 | 1.7% | $8,001 | $119(+1.5%) | Aug 18, 2025 | Technology | 1 / 0 | $307.14Nov 5, 2026 |
| DEDeere & Company | 12.0 | $7,993 | 1.7% | $4,620 | $3,372(+73.0%) | Jul 10, 2026 | Industrials | 3 / 3 | $663.31Nov 5, 2026 |
| FEFirstEnergy Corp. | 167.0 | $7,864 | 1.6% | $8,001 | -$137(-1.7%) | Jul 10, 2026 | Utilities | 1 / 0 | $47.10Nov 5, 2026 |
| TXTTextron Inc. | 92.1 | $7,851 | 1.6% | $8,001 | -$149(-1.9%) | Dec 11, 2025 | Industrials | 1 / 0 | $85.23Nov 5, 2026 |
| LOWLowe's Companies, Inc. | 33.9 | $7,694 | 1.6% | $7,721 | -$27(-0.4%) | Apr 11, 2025 | Consumer Cyclical | 2 / 1 | $227.24Nov 5, 2026 |
| SCHWThe Charles Schwab Corporation | 82.4 | $7,632 | 1.6% | $8,001 | -$368(-4.6%) | Dec 11, 2025 | Financial Services | 1 / 0 | $92.58Nov 5, 2026 |
| SNPSSynopsys, Inc. | 17.0 | $7,500 | 1.6% | $8,001 | -$501(-6.3%) | Dec 31, 2025 | Technology | 1 / 0 | $440.31Nov 5, 2026 |
| UBERUber Technologies, Inc. | 107.3 | $7,382 | 1.5% | $8,001 | -$618(-7.7%) | Jul 10, 2026 | Technology | 1 / 0 | $68.78Nov 5, 2026 |
| SPGIS&P Global Inc. | 15.3 | $7,248 | 1.5% | $8,001 | -$753(-9.4%) | Aug 18, 2025 | Financial Services | 1 / 0 | $472.41Nov 5, 2026 |
| APHAmphenol Corporation | 100.6 | $7,207 | 1.5% | $8,001 | -$794(-9.9%) | Jul 10, 2026 | Technology | 1 / 0 | $71.64Nov 5, 2026 |
| BRBroadridge Financial Solutions, Inc. | 35.8 | $6,952 | 1.4% | $8,001 | -$1,049(-13.1%) | Dec 31, 2025 | Technology | 1 / 0 | $193.92Nov 5, 2026 |
| ANETArista Networks, Inc. | 42.8 | $6,811 | 1.4% | $8,001 | -$1,190(-14.9%) | Jul 10, 2026 | Technology | 1 / 0 | $159.16Nov 5, 2026 |
| TMUST-Mobile US, Inc. | 41.0 | $6,578 | 1.4% | $8,001 | -$1,423(-17.8%) | Dec 11, 2025 | Communication Services | 1 / 0 | $160.59Nov 5, 2026 |
| MSMorgan Stanley | 36.0 | $6,567 | 1.4% | $8,001 | -$1,434(-17.9%) | Jul 10, 2026 | Financial Services | 1 / 0 | $182.44Nov 5, 2026 |
| BXBlackstone Inc. | 51.9 | $6,220 | 1.3% | $8,001 | -$1,780(-22.3%) | Dec 11, 2025 | Financial Services | 1 / 0 | $119.82Nov 5, 2026 |
| AVGOBroadcom Inc. | 20.9 | $6,099 | 1.3% | $1,154 | $4,946(+428.7%) | Dec 11, 2025 | Technology | 1 / 3 | $291.53Nov 5, 2026 |
| GISGeneral Mills, Inc. | 162.1 | $5,911 | 1.2% | $8,001 | -$2,090(-26.1%) | Aug 18, 2025 | Consumer Defensive | 1 / 0 | $36.46Nov 5, 2026 |
| FISFidelity National Information Services, Inc. | 190.6 | $5,601 | 1.2% | $8,001 | -$2,399(-30.0%) | Jul 10, 2026 | Technology | 1 / 0 | $29.39Nov 5, 2026 |
| PANWPalo Alto Networks, Inc. | 17.5 | $5,500 | 1.1% | $3,328 | $2,173(+65.3%) | Jul 10, 2026 | Technology | 1 / 1 | $314.67Nov 5, 2026 |
| MUMicron Technology, Inc. | 8.2 | $5,362 | 1.1% | $8,001 | -$2,638(-33.0%) | Jul 10, 2026 | Technology | 1 / 0 | $656.39Nov 5, 2026 |
| DHRDanaher Corporation | 23.0 | $5,215 | 1.1% | $5,634 | -$419(-7.4%) | Apr 11, 2025 | Healthcare | 2 / 1 | $226.34Nov 5, 2026 |
| BLKBlackRock, Inc. | 4.4 | $5,109 | 1.1% | $3,405 | $1,704(+50.1%) | Aug 18, 2025 | Financial Services | 2 / 2 | $1,170.67Nov 5, 2026 |
| LULUlululemon athletica inc. | 42.8 | $4,782 | 1.0% | $8,001 | -$3,219(-40.2%) | Dec 11, 2025 | Consumer Cyclical | 1 / 0 | $111.77Nov 5, 2026 |
| VFCV.F. Corporation | 231.9 | $4,713 | 1.0% | $3,898 | $815(+20.9%) | Apr 11, 2025 | Consumer Cyclical | 2 / 1 | $20.32Nov 5, 2026 |
| LINLinde plc | 8.4 | $4,371 | 0.9% | $2,533 | $1,839(+72.6%) | Apr 11, 2025 | Basic Materials | 1 / 1 | $521.23Nov 5, 2026 |
| TSLATesla, Inc. | 12.7 | $4,367 | 0.9% | $2,289 | $2,078(+90.8%) | Apr 11, 2025 | Consumer Cyclical | 1 / 1 | $343.69Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 15.5 | $4,045 | 0.8% | $2,114 | $1,931(+91.3%) | Apr 11, 2025 | Consumer Cyclical | 1 / 1 | $260.21Nov 5, 2026 |
| NINiSource Inc. | 85.2 | $3,786 | 0.8% | $2,326 | $1,460(+62.8%) | Apr 11, 2025 | Utilities | 1 / 1 | $44.44Nov 5, 2026 |
| ZTSZoetis Inc. | 44.1 | $3,622 | 0.8% | $8,001 | -$4,379(-54.7%) | Mar 8, 2022 | Healthcare | 1 / 0 | $82.11Nov 5, 2026 |
| AAPLApple Inc. | 10.4 | $3,593 | 0.7% | $1,644 | $1,949(+118.6%) | Apr 11, 2025 | Technology | 1 / 1 | $344.17Nov 5, 2026 |
| NKENIKE, Inc. | 89.9 | $3,556 | 0.7% | $8,001 | -$4,444(-55.6%) | Apr 10, 2024 | Consumer Cyclical | 1 / 0 | $39.56Nov 5, 2026 |
| CSXCSX Corporation | 64.0 | $3,254 | 0.7% | $2,267 | $987(+43.5%) | Jul 10, 2026 | Industrials | 1 / 1 | $50.83Nov 5, 2026 |
| TAT&T Inc. | 142.6 | $3,113 | 0.6% | $2,586 | $526(+20.4%) | Apr 11, 2025 | Communication Services | 1 / 1 | $21.82Nov 5, 2026 |
| FISVFiserv, Inc. | 46.5 | $2,917 | 0.6% | $4,380 | -$1,463(-33.4%) | Apr 11, 2025 | Unclassified | 1 / 1 | $62.74Nov 5, 2026 |
| UPSUnited Parcel Service, Inc. | 21.3 | $2,370 | 0.5% | $1,847 | $524(+28.4%) | Jul 10, 2026 | Industrials | 1 / 1 | $111.04Nov 5, 2026 |
| VZVerizon Communications Inc. | 34.5 | $1,592 | 0.3% | $1,270 | $322(+25.4%) | Apr 11, 2025 | Communication Services | 1 / 1 | $46.12Nov 5, 2026 |
| NFLXNetflix, Inc. | 17.6 | $1,156 | 0.2% | $603 | $554(+91.8%) | Apr 11, 2025 | Communication Services | 1 / 2 | $65.56Nov 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
- Technology34.5%$166K
- Financial Services14.6%$70.5K
- Consumer Cyclical12.4%$59.8K
- Industrials10.0%$48.1K
- Consumer Defensive7.7%$37.1K
- Energy6.9%$33.4K
- Utilities5.9%$28.6K
- Communication Services2.6%$12.4K
- Real Estate2.0%$9.8K
- Healthcare1.8%$8.8K
- Basic Materials0.9%$4.4K
- Unclassified0.6%$2.9K
Excluded from the model
- 212 disclosed rows in total; 197 rows modelled.
- 11 rows had no published ticker (match confidence below the publish threshold).
- 2 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 2 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 31 sells had no modelled shares to sell ($251K 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.