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$3,752,114
86 positions
Invested (cum.)
Estimated$6,294,647
Sum of buy midpoints
Realized (cum.)
Estimated$3,754,837
Modelled sell proceeds
Return vs SPY
Estimated+19.3%
SPY with identical cash flows: +39.2%
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
86 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | 1,453.8 | $499,660 | 13.3% | $280,503 | $219,158(+78.1%) | Apr 10, 2023 | Consumer Cyclical | 5 / 1 | $343.69Nov 5, 2026 |
| GOOGLAlphabet Inc. | 1,100.5 | $310,954 | 8.3% | $107,501 | $203,453(+189.3%) | Mar 6, 2023 | Communication Services | 2 / 0 | $282.57Nov 5, 2026 |
| CRMSalesforce, Inc. | 1,218.7 | $271,047 | 7.2% | $207,501 | $63,546(+30.6%) | Mar 6, 2023 | Technology | 2 / 0 | $222.41Nov 5, 2026 |
| MSFTMicrosoft Corporation | 404.3 | $216,669 | 5.8% | $107,501 | $109,168(+101.6%) | Apr 10, 2023 | Technology | 2 / 1 | $535.93Nov 5, 2026 |
| AAPLApple Inc. | 411.9 | $141,749 | 3.8% | $65,001 | $76,748(+118.1%) | Apr 10, 2023 | Technology | 2 / 1 | $344.17Nov 5, 2026 |
| LLYEli Lilly and Company | 96.6 | $131,830 | 3.5% | $32,381 | $99,449(+307.1%) | Mar 7, 2023 | Healthcare | 2 / 1 | $1,364.73Nov 5, 2026 |
| JNJJohnson & Johnson | 480.7 | $130,902 | 3.5% | $75,175 | $55,727(+74.1%) | Jul 14, 2023 | Healthcare | 2 / 2 | $272.32Nov 5, 2026 |
| NVDANVIDIA Corporation | 642.6 | $116,691 | 3.1% | $16,001 | $100,690(+629.3%) | Apr 10, 2023 | Technology | 2 / 0 | $181.60Nov 5, 2026 |
| SHWThe Sherwin-Williams Company | 282.2 | $98,476 | 2.6% | $65,001 | $33,475(+51.5%) | Mar 6, 2023 | Basic Materials | 2 / 0 | $349.01Nov 5, 2026 |
| PGThe Procter & Gamble Company | 526.8 | $88,022 | 2.3% | $75,001 | $13,022(+17.4%) | Jan 31, 2023 | Consumer Defensive | 1 / 0 | $167.10Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 318.1 | $82,773 | 2.2% | $32,501 | $50,273(+154.7%) | Apr 10, 2023 | Consumer Cyclical | 1 / 2 | $260.21Nov 5, 2026 |
| MDTMedtronic plc | 785.0 | $82,303 | 2.2% | $65,001 | $17,302(+26.6%) | Mar 6, 2023 | Healthcare | 2 / 0 | $104.84Nov 5, 2026 |
| ROKURoku, Inc. | 505.3 | $81,034 | 2.2% | $32,501 | $48,533(+149.3%) | Apr 10, 2023 | Communication Services | 1 / 0 | $160.37Nov 5, 2026 |
| ISRGIntuitive Surgical, Inc. | 171.0 | $80,094 | 2.1% | $40,501 | $39,593(+97.8%) | Mar 6, 2023 | Healthcare | 2 / 0 | $468.52Nov 5, 2026 |
| FCNCAFirst Citizens BancShares, Inc. | 32.7 | $75,377 | 2.0% | $32,501 | $42,877(+131.9%) | Apr 10, 2023 | Financial Services | 1 / 0 | $2,304.72Nov 5, 2026 |
| MDLZMondelez International, Inc. | 1,063.4 | $71,055 | 1.9% | $75,001 | -$3,945(-5.3%) | Apr 10, 2023 | Consumer Defensive | 2 / 1 | $66.82Nov 5, 2026 |
| ACNAccenture plc | 266.3 | $70,602 | 1.9% | $75,001 | -$4,399(-5.9%) | Apr 10, 2023 | Technology | 1 / 0 | $265.16Nov 5, 2026 |
| CTASCintas Corporation | 292.4 | $66,204 | 1.8% | $32,501 | $33,704(+103.7%) | Mar 6, 2023 | Industrials | 1 / 1 | $226.41Nov 5, 2026 |
| PEPPepsiCo, Inc. | 432.3 | $61,691 | 1.6% | $75,001 | -$13,310(-17.7%) | Mar 6, 2023 | Consumer Defensive | 1 / 1 | $142.71Nov 5, 2026 |
| INTCIntel Corporation | 1,150.1 | $60,090 | 1.6% | $32,501 | $27,590(+84.9%) | Jan 31, 2023 | Technology | 1 / 0 | $52.25Nov 5, 2026 |
| AFRMAffirm Holdings, Inc. | 718.8 | $50,073 | 1.3% | $8,001 | $42,073(+525.9%) | Apr 10, 2023 | Financial Services | 1 / 0 | $69.66Nov 5, 2026 |
| ABNBAirbnb, Inc. | 292.5 | $49,764 | 1.3% | $32,501 | $17,264(+53.1%) | Jan 31, 2023 | Consumer Cyclical | 1 / 0 | $170.13Nov 5, 2026 |
| BATRKAtlanta Braves Holdings, Inc. | 945.1 | $47,347 | 1.3% | $32,501 | $14,847(+45.7%) | Mar 6, 2023 | Communication Services | 1 / 0 | $50.10Nov 5, 2026 |
| CNPCenterPoint Energy, Inc. | 1,139.6 | $45,549 | 1.2% | $32,501 | $13,048(+40.1%) | Mar 6, 2023 | Utilities | 1 / 1 | $39.97Nov 5, 2026 |
| COLBColumbia Banking System, Inc. | 1,486.1 | $45,221 | 1.2% | $32,501 | $12,721(+39.1%) | Apr 10, 2023 | Financial Services | 1 / 0 | $30.43Nov 5, 2026 |
| EDConsolidated Edison, Inc. | 354.7 | $43,074 | 1.1% | $32,501 | $10,573(+32.5%) | Mar 6, 2023 | Utilities | 1 / 0 | $121.44Nov 5, 2026 |
| RBLXRoblox Corporation | 873.4 | $41,619 | 1.1% | $32,501 | $9,119(+28.1%) | Jan 31, 2023 | Communication Services | 1 / 0 | $47.65Nov 5, 2026 |
| EWEdwards Lifesciences Corporation | 412.4 | $41,582 | 1.1% | $32,501 | $9,082(+27.9%) | Mar 6, 2023 | Healthcare | 1 / 0 | $100.82Nov 5, 2026 |
| ANETArista Networks, Inc. | 255.0 | $40,591 | 1.1% | $9,066 | $31,525(+347.7%) | Jul 12, 2023 | Technology | 2 / 1 | $159.16Nov 5, 2026 |
| CRZBYCommerzbank AG | 935.0 | $40,399 | 1.1% | $10,107 | $30,292(+299.7%) | Jul 10, 2023 | Financial Services | 2 / 1 | $43.21Nov 5, 2026 |
| AVGOBroadcom Inc. | 136.8 | $39,869 | 1.1% | $8,001 | $31,869(+398.3%) | Jan 31, 2023 | Technology | 1 / 0 | $291.53Nov 5, 2026 |
| AONAon plc | 112.1 | $38,620 | 1.0% | $34,971 | $3,649(+10.4%) | Jul 10, 2023 | Financial Services | 2 / 1 | $344.40Nov 5, 2026 |
| CTSHCognizant Technology Solutions Corporation | 531.8 | $35,388 | 0.9% | $32,501 | $2,888(+8.9%) | Apr 10, 2023 | Technology | 1 / 0 | $66.54Nov 5, 2026 |
| BMYBristol-Myers Squibb Company | 545.3 | $34,426 | 0.9% | $38,325 | -$3,899(-10.2%) | Jul 12, 2023 | Healthcare | 1 / 3 | $63.13Nov 5, 2026 |
| MOAltria Group, Inc. | 361.4 | $28,036 | 0.7% | $16,406 | $11,630(+70.9%) | Jul 14, 2023 | Consumer Defensive | 2 / 3 | $77.58Nov 5, 2026 |
| CEGConstellation Energy Corporation | 107.6 | $25,788 | 0.7% | $8,001 | $17,787(+222.3%) | Mar 1, 2023 | Utilities | 1 / 1 | $239.65Nov 5, 2026 |
| ALNYAlnylam Pharmaceuticals, Inc. | 162.7 | $25,496 | 0.7% | $32,501 | -$7,005(-21.6%) | Mar 6, 2023 | Healthcare | 1 / 1 | $156.66Nov 5, 2026 |
| ZZillow Group, Inc. | 766.0 | $23,202 | 0.6% | $32,501 | -$9,299(-28.6%) | Mar 6, 2023 | Communication Services | 1 / 0 | $30.29Nov 5, 2026 |
| BILLBILL Holdings, Inc. | 434.3 | $22,100 | 0.6% | $32,501 | -$10,401(-32.0%) | Apr 10, 2023 | Technology | 1 / 1 | $50.89Nov 5, 2026 |
| IFFInternational Flavors & Fragrances Inc. | 255.0 | $22,021 | 0.6% | $23,477 | -$1,456(-6.2%) | Jul 12, 2023 | Basic Materials | 1 / 2 | $86.36Nov 5, 2026 |
| VNOVornado Realty Trust | 521.9 | $18,720 | 0.5% | $8,001 | $10,720(+134.0%) | Apr 10, 2023 | Real Estate | 1 / 2 | $35.87Nov 5, 2026 |
| UALUnited Airlines Holdings, Inc. | 163.4 | $18,055 | 0.5% | $7,494 | $10,561(+140.9%) | Apr 10, 2023 | Industrials | 2 / 1 | $110.49Nov 5, 2026 |
| CSGPCoStar Group, Inc. | 472.3 | $15,136 | 0.4% | $32,501 | -$17,365(-53.4%) | Apr 10, 2023 | Real Estate | 1 / 1 | $32.05Nov 5, 2026 |
| CMECME Group Inc. | 45.3 | $13,914 | 0.4% | $8,001 | $5,914(+73.9%) | Jan 31, 2023 | Financial Services | 1 / 0 | $307.24Nov 5, 2026 |
| SFTBYSoftBank Group Corp. | 1,196.9 | $13,369 | 0.4% | $5,880 | $7,489(+127.4%) | Jul 10, 2023 | Communication Services | 1 / 2 | $11.17Nov 5, 2026 |
| QABSYQantas Airways Limited | 349.7 | $11,230 | 0.3% | $7,562 | $3,668(+48.5%) | Jul 10, 2023 | Industrials | 2 / 1 | $32.11Nov 5, 2026 |
| AREAlexandria Real Estate Equities, Inc. | 239.1 | $10,798 | 0.3% | $34,811 | -$24,013(-69.0%) | Jul 12, 2023 | Real Estate | 1 / 1 | $45.17Nov 5, 2026 |
| AEGAegon Ltd. | 1,259.7 | $10,657 | 0.3% | $5,417 | $5,240(+96.7%) | Jul 10, 2023 | Financial Services | 1 / 1 | $8.46Nov 5, 2026 |
| NOKNokia Oyj | 1,424.0 | $10,623 | 0.3% | $6,817 | $3,806(+55.8%) | Jul 10, 2023 | Technology | 2 / 1 | $7.46Nov 5, 2026 |
| KNBWYKirin Holdings Company, Limited | 527.4 | $10,607 | 0.3% | $7,864 | $2,743(+34.9%) | Jul 10, 2023 | Consumer Defensive | 2 / 1 | $20.11Nov 5, 2026 |
| KOThe Coca-Cola Company | 109.8 | $10,511 | 0.3% | $6,790 | $3,721(+54.8%) | Jul 14, 2023 | Consumer Defensive | 3 / 4 | $95.73Nov 5, 2026 |
| CJPRYCentral Japan Railway Company | 764.5 | $10,442 | 0.3% | $9,145 | $1,297(+14.2%) | Jul 10, 2023 | Industrials | 2 / 2 | $13.66Nov 5, 2026 |
| BROBrown & Brown, Inc. | 140.4 | $10,440 | 0.3% | $8,001 | $2,439(+30.5%) | Mar 6, 2023 | Financial Services | 1 / 0 | $74.38Nov 5, 2026 |
| DKILYDaikin Industries,Ltd. | 738.5 | $10,206 | 0.3% | $12,819 | -$2,613(-20.4%) | Jul 10, 2023 | Industrials | 2 / 1 | $13.82Nov 5, 2026 |
| TEXTerex Corporation | 186.7 | $10,178 | 0.3% | $8,001 | $2,177(+27.2%) | Apr 10, 2023 | Industrials | 1 / 0 | $54.51Nov 5, 2026 |
| MRSHMarsh & McLennan Companies, Inc. | 48.4 | $10,139 | 0.3% | $8,001 | $2,138(+26.7%) | Mar 6, 2023 | Financial Services | 1 / 0 | $209.43Nov 5, 2026 |
| OPENOpendoor Technologies Inc. | 4,762.2 | $8,524 | 0.2% | $8,001 | $524(+6.5%) | Apr 10, 2023 | Real Estate | 1 / 0 | $1.79Nov 5, 2026 |
| TTDThe Trade Desk, Inc. | 641.0 | $8,212 | 0.2% | $32,501 | -$24,289(-74.7%) | Jan 31, 2023 | Communication Services | 1 / 0 | $12.81Nov 5, 2026 |
| HOCPYHOYA Corporation | 48.5 | $7,071 | 0.2% | $4,714 | $2,357(+50.0%) | Jul 10, 2023 | Healthcare | 1 / 1 | $145.90Nov 5, 2026 |
| NVSNovartis AG | 38.4 | $6,221 | 0.2% | $3,534 | $2,687(+76.0%) | Jul 10, 2023 | Healthcare | 1 / 2 | $161.93Nov 5, 2026 |
| DNTUYDentsu Group Inc. | 257.4 | $5,911 | 0.2% | $8,212 | -$2,300(-28.0%) | Jul 10, 2023 | Communication Services | 2 / 1 | $22.97Nov 5, 2026 |
| MKCMcCormick & Company, Incorporated | 109.3 | $5,469 | 0.1% | $8,001 | -$2,531(-31.6%) | Mar 6, 2023 | Consumer Defensive | 1 / 0 | $50.06Nov 5, 2026 |
| CARAvis Budget Group, Inc. | 42.0 | $5,053 | 0.1% | $8,001 | -$2,947(-36.8%) | Apr 10, 2023 | Industrials | 1 / 0 | $120.44Nov 5, 2026 |
| PLUGPlug Power Inc. | 3,472.3 | $4,688 | 0.1% | $32,501 | -$27,813(-85.6%) | Apr 10, 2023 | Industrials | 2 / 1 | $1.35Nov 5, 2026 |
| SKLTYSEEK Limited | 222.0 | $4,435 | 0.1% | $7,226 | -$2,791(-38.6%) | Jul 10, 2023 | Communication Services | 2 / 1 | $19.98Nov 5, 2026 |
| TOELYTokyo Electron Limited | 106.7 | $4,279 | 0.1% | $6,143 | -$1,864(-30.4%) | Jul 10, 2023 | Technology | 1 / 1 | $40.10Oct 6, 2026 |
| ZTSZoetis Inc. | 50.1 | $4,115 | 0.1% | $8,387 | -$4,273(-50.9%) | Jul 14, 2023 | Healthcare | 3 / 2 | $82.11Nov 5, 2026 |
| NTDOYNintendo Co., Ltd. | 263.6 | $3,598 | 0.1% | $2,689 | $909(+33.8%) | Jul 10, 2023 | Communication Services | 1 / 2 | $13.65Nov 5, 2026 |
| MPTMedical Properties Trust, Inc. | 955.9 | $1,797 | 0.0% | $8,001 | -$6,203(-77.5%) | Apr 10, 2023 | Real Estate | 1 / 2 | $1.88Nov 5, 2026 |
| NRILYNomura Research Institute, Ltd. | 45.6 | $1,795 | 0.0% | $1,077 | $718(+66.7%) | Jul 10, 2023 | Technology | 1 / 2 | $39.34Nov 5, 2026 |
| FISFidelity National Information Services, Inc. | 45.6 | $1,341 | 0.0% | $2,496 | -$1,155(-46.3%) | Jul 12, 2023 | Technology | 1 / 2 | $29.39Nov 5, 2026 |
| TRUMYTerumo Corporation | 67.2 | $1,103 | 0.0% | $907 | $196(+21.6%) | Jul 10, 2023 | Healthcare | 1 / 2 | $16.40Nov 5, 2026 |
| URIUnited Rentals, Inc. | 1.0 | $1,063 | 0.0% | $449 | $614(+136.7%) | Jul 12, 2023 | Industrials | 1 / 1 | $1,043.78Nov 5, 2026 |
| NCBDYBANDAI NAMCO Holdings Inc. | 45.3 | $949 | 0.0% | $469 | $480(+102.5%) | Jul 10, 2023 | Consumer Cyclical | 1 / 1 | $20.93Nov 5, 2026 |
| ALPMYAstellas Pharma Inc. | 49.7 | $814 | 0.0% | $700 | $114(+16.3%) | Jul 10, 2023 | Healthcare | 1 / 2 | $16.39Nov 5, 2026 |
| TTNDYTechtronic Industries Company Limited | 8.2 | $734 | 0.0% | $413 | $322(+77.9%) | Jul 10, 2023 | Industrials | 1 / 1 | $89.32Nov 5, 2026 |
| SWDBYSwedbank AB (publ) | 15.7 | $648 | 0.0% | $256 | $392(+153.0%) | Jul 10, 2023 | Financial Services | 1 / 1 | $41.31Nov 5, 2026 |
| EXCExelon Corporation | 10.4 | $485 | 0.0% | $433 | $53(+12.1%) | Jul 12, 2023 | Utilities | 1 / 1 | $46.53Nov 5, 2026 |
| GLDIUBS ETRACS Gold Shares Covered Call ETN | 2.4 | $337 | 0.0% | $344 | -$8(-2.2%) | Mar 20, 2023 | ETF | 1 / 1 | $138.53Nov 5, 2026 |
| CMSQYComputershare Limited | 10.3 | $303 | 0.0% | $159 | $145(+91.1%) | Jul 10, 2023 | Financial Services | 1 / 1 | $29.30Nov 5, 2026 |
| QSQuantumScape Corporation | 52.3 | $215 | 0.0% | $389 | -$174(-44.8%) | Jun 29, 2023 | Consumer Cyclical | 1 / 1 | $4.11Nov 5, 2026 |
| SWXSouthwest Gas Holdings, Inc. | 2.0 | $180 | 0.0% | $119 | $61(+51.5%) | Apr 10, 2023 | Utilities | 1 / 1 | $90.49Nov 5, 2026 |
| DARDarling Ingredients Inc. | 3.4 | $171 | 0.0% | $210 | -$38(-18.3%) | Jul 14, 2023 | Consumer Defensive | 1 / 1 | $50.70Nov 5, 2026 |
| MOHMolina Healthcare, Inc. | 0.7 | $156 | 0.0% | $208 | -$53(-25.3%) | Jul 12, 2023 | Healthcare | 1 / 1 | $216.64Nov 5, 2026 |
| TRYIYToray Industries, Inc. | 1.3 | $20 | 0.0% | $14 | $6(+41.5%) | Jul 10, 2023 | Consumer Cyclical | 1 / 1 | $15.91Nov 5, 2026 |
| TAPMolson Coors Beverage Company | 0.3 | $12 | 0.0% | $15 | -$3(-20.4%) | Apr 10, 2023 | Consumer Defensive | 1 / 1 | $42.23Nov 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
- Technology27.5%$1M
- Consumer Cyclical16.9%$633.4K
- Healthcare14.6%$546.1K
- Communication Services14.4%$539.7K
- Financial Services7.9%$295.8K
- Consumer Defensive7.3%$275.6K
- Industrials3.7%$137.9K
- Basic Materials3.2%$120.5K
- Utilities3.1%$115.1K
- Real Estate1.5%$55K
- ETF0.0%$337
Excluded from the model
- 1,307 disclosed rows in total; 1,062 rows modelled.
- 186 rows had no published ticker (match confidence below the publish threshold).
- 43 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 16 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 580 sells had no modelled shares to sell ($18.6M 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.