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$1,681,366
25 positions
Invested (cum.)
Estimated$975,538
Sum of buy midpoints
Realized (cum.)
Estimated$470,840
Modelled sell proceeds
Return vs SPY
Estimated+120.6%
SPY with identical cash flows: +104.1%
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
25 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | 1,281.2 | $373,504 | 22.2% | $65,001 | $308,503(+474.6%) | Sep 16, 2021 | Technology | 2 / 0 | $291.53Nov 5, 2026 |
| GOOGLAlphabet Inc. | 926.9 | $261,917 | 15.6% | $53,123 | $208,794(+393.0%) | Aug 19, 2021 | Communication Services | 4 / 1 | $282.57Nov 5, 2026 |
| TJXThe TJX Companies, Inc. | 1,047.2 | $145,136 | 8.6% | $40,501 | $104,635(+258.4%) | Apr 30, 2020 | Consumer Cyclical | 2 / 0 | $138.59Nov 5, 2026 |
| WMWaste Management, Inc. | 465.4 | $112,286 | 6.7% | $49,099 | $63,187(+128.7%) | Aug 28, 2020 | Industrials | 4 / 1 | $241.27Nov 5, 2026 |
| CACICACI International Inc | 179.7 | $108,648 | 6.5% | $32,501 | $76,148(+234.3%) | Mar 23, 2020 | Technology | 1 / 0 | $604.51Nov 5, 2026 |
| SPGIS&P Global Inc. | 199.8 | $94,396 | 5.6% | $50,163 | $44,234(+88.2%) | Sep 21, 2022 | Financial Services | 4 / 1 | $472.41Nov 5, 2026 |
| JJacobs Solutions Inc. | 515.5 | $76,054 | 4.5% | $35,283 | $40,771(+115.6%) | Jul 7, 2022 | Industrials | 2 / 1 | $147.54Nov 5, 2026 |
| TSCOTractor Supply Company | 2,002.2 | $73,299 | 4.4% | $38,330 | $34,969(+91.2%) | Aug 19, 2021 | Consumer Cyclical | 3 / 2 | $36.61Nov 5, 2026 |
| LINLinde plc | 124.6 | $64,949 | 3.9% | $40,501 | $24,448(+60.4%) | Dec 6, 2021 | Basic Materials | 2 / 0 | $521.23Nov 5, 2026 |
| COSTCostco Wholesale Corporation | 59.5 | $63,391 | 3.8% | $18,873 | $44,518(+235.9%) | Jul 7, 2022 | Consumer Defensive | 3 / 3 | $1,065.59Nov 5, 2026 |
| ACNAccenture plc | 216.7 | $57,456 | 3.4% | $43,598 | $13,858(+31.8%) | Aug 19, 2021 | Technology | 3 / 1 | $265.16Nov 5, 2026 |
| QCOMQUALCOMM Incorporated | 352.6 | $55,269 | 3.3% | $40,501 | $14,768(+36.5%) | Aug 25, 2020 | Technology | 2 / 0 | $156.75Nov 5, 2026 |
| ORLYO'Reilly Automotive, Inc. | 439.9 | $40,244 | 2.4% | $11,329 | $28,914(+255.2%) | Jul 7, 2022 | Consumer Cyclical | 2 / 1 | $91.49Nov 5, 2026 |
| SBUXStarbucks Corporation | 350.0 | $37,157 | 2.2% | $24,002 | $13,156(+54.8%) | Apr 30, 2020 | Consumer Cyclical | 3 / 0 | $106.16Nov 5, 2026 |
| MAMastercard Incorporated | 36.3 | $23,836 | 1.4% | $9,992 | $13,844(+138.5%) | Aug 28, 2020 | Financial Services | 2 / 1 | $655.92Nov 5, 2026 |
| GWWW.W. Grainger, Inc. | 15.5 | $22,471 | 1.3% | $8,001 | $14,470(+180.9%) | Sep 21, 2022 | Industrials | 1 / 0 | $1,451.39Nov 5, 2026 |
| AJGArthur J. Gallagher & Co. | 45.9 | $13,223 | 0.8% | $8,001 | $5,222(+65.3%) | Sep 21, 2022 | Financial Services | 1 / 0 | $288.11Nov 5, 2026 |
| GPNGlobal Payments Inc. | 109.4 | $10,394 | 0.6% | $16,515 | -$6,122(-37.1%) | May 20, 2022 | Industrials | 3 / 2 | $94.98Nov 5, 2026 |
| NFLXNetflix, Inc. | 151.8 | $9,951 | 0.6% | $7,820 | $2,131(+27.2%) | May 27, 2021 | Communication Services | 2 / 1 | $65.56Nov 5, 2026 |
| ELVElevance Health, Inc. | 22.9 | $9,913 | 0.6% | $4,331 | $5,581(+128.9%) | Dec 27, 2021 | Healthcare | 2 / 2 | $432.00Nov 5, 2026 |
| TSLATesla, Inc. | 26.6 | $9,141 | 0.5% | $8,001 | $1,141(+14.3%) | Sep 21, 2022 | Consumer Cyclical | 1 / 0 | $343.69Nov 5, 2026 |
| CNCCentene Corporation | 98.9 | $7,334 | 0.4% | $8,001 | -$666(-8.3%) | Sep 21, 2022 | Healthcare | 1 / 0 | $74.17Nov 5, 2026 |
| UNHUnitedHealth Group Incorporated | 11.8 | $4,670 | 0.3% | $3,452 | $1,218(+35.3%) | Jul 7, 2022 | Healthcare | 1 / 2 | $395.72Nov 5, 2026 |
| FISVFiserv, Inc. | 70.6 | $4,428 | 0.3% | $8,001 | -$3,573(-44.7%) | Feb 22, 2021 | Unclassified | 1 / 0 | $62.74Nov 5, 2026 |
| KMXCarMax, Inc. | 43.7 | $2,299 | 0.1% | $4,911 | -$2,612(-53.2%) | Sep 21, 2022 | Consumer Cyclical | 2 / 1 | $52.60Nov 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
- Technology35.4%$594.9K
- Consumer Cyclical18.3%$307.3K
- Communication Services16.2%$271.9K
- Industrials13.2%$221.2K
- Financial Services7.8%$131.5K
- Basic Materials3.9%$64.9K
- Consumer Defensive3.8%$63.4K
- Healthcare1.3%$21.9K
- Unclassified0.3%$4.4K
Excluded from the model
- 161 disclosed rows in total; 138 rows modelled.
- 11 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 3 rows had no closing price within the lookup window of the trade date.
- 3 rows were an exchange or an unknown transaction type.
- 22 sells had no modelled shares to sell ($495.7K 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.