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$854,117
24 positions
Invested (cum.)
Estimated$1,185,071
Sum of buy midpoints
Realized (cum.)
Estimated$460,266
Modelled sell proceeds
Return vs SPY
Estimated+10.9%
SPY with identical cash flows: +4.6%
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
24 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| VVisa Inc. | 174.6 | $73,793 | 8.6% | $57,423 | $16,370(+28.5%) | Oct 15, 2026 | Financial Services | 8 / 2 | $422.59Nov 5, 2026 |
| PGThe Procter & Gamble Company | 426.7 | $71,301 | 8.3% | $64,383 | $6,919(+10.7%) | Oct 12, 2026 | Consumer Defensive | 11 / 3 | $167.10Nov 5, 2026 |
| TAT&T Inc. | 2,988.0 | $65,198 | 7.6% | $72,537 | -$7,339(-10.1%) | Oct 15, 2026 | Communication Services | 10 / 2 | $21.82Nov 5, 2026 |
| LLYEli Lilly and Company | 43.6 | $59,486 | 7.0% | $32,476 | $27,010(+83.2%) | Feb 26, 2026 | Healthcare | 3 / 3 | $1,364.73Nov 5, 2026 |
| KRThe Kroger Co. | 802.3 | $55,703 | 6.5% | $49,269 | $6,434(+13.1%) | Jul 24, 2026 | Consumer Defensive | 8 / 2 | $69.43Nov 5, 2026 |
| PGRThe Progressive Corporation | 229.7 | $53,551 | 6.3% | $48,003 | $5,548(+11.6%) | Apr 27, 2026 | Financial Services | 6 / 0 | $233.18Nov 5, 2026 |
| HDThe Home Depot, Inc. | 152.9 | $53,509 | 6.3% | $47,940 | $5,568(+11.6%) | Sep 22, 2026 | Consumer Cyclical | 8 / 2 | $349.94Nov 5, 2026 |
| RPMRPM International Inc. | 471.5 | $49,720 | 5.8% | $48,374 | $1,346(+2.8%) | Oct 15, 2026 | Basic Materials | 7 / 1 | $105.45Nov 5, 2026 |
| IBPInstalled Building Products, Inc. | 213.5 | $47,627 | 5.6% | $51,805 | -$4,178(-8.1%) | Sep 8, 2026 | Consumer Cyclical | 10 / 5 | $223.08Nov 5, 2026 |
| MEDPMedpace Holdings, Inc. | 69.9 | $44,395 | 5.2% | $32,002 | $12,393(+38.7%) | May 15, 2026 | Healthcare | 4 / 2 | $634.98Nov 5, 2026 |
| MSFTMicrosoft Corporation | 69.9 | $37,447 | 4.4% | $29,715 | $7,732(+26.0%) | Aug 26, 2026 | Technology | 8 / 4 | $535.93Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 117.1 | $30,476 | 3.6% | $25,048 | $5,428(+21.7%) | Jun 5, 2026 | Consumer Cyclical | 4 / 1 | $260.21Nov 5, 2026 |
| PLDPrologis, Inc. | 222.1 | $28,553 | 3.3% | $27,133 | $1,420(+5.2%) | Oct 15, 2026 | Real Estate | 5 / 2 | $128.55Nov 5, 2026 |
| JPMJPMorgan Chase & Co. | 82.4 | $27,810 | 3.3% | $25,074 | $2,737(+10.9%) | Jan 29, 2026 | Financial Services | 4 / 2 | $337.34Nov 5, 2026 |
| GOOGLAlphabet Inc. | 91.3 | $25,805 | 3.0% | $32,002 | -$6,197(-19.4%) | Aug 11, 2026 | Communication Services | 5 / 7 | $282.57Nov 5, 2026 |
| AEPAmerican Electric Power Company, Inc. | 197.8 | $25,074 | 2.9% | $24,737 | $337(+1.4%) | Aug 26, 2026 | Utilities | 5 / 4 | $126.77Nov 5, 2026 |
| PHParker-Hannifin Corporation | 27.4 | $24,462 | 2.9% | $24,002 | $461(+1.9%) | May 15, 2026 | Industrials | 4 / 4 | $892.29Nov 5, 2026 |
| AVGOBroadcom Inc. | 76.7 | $22,373 | 2.6% | $27,523 | -$5,150(-18.7%) | Aug 26, 2026 | Technology | 6 / 5 | $291.53Nov 5, 2026 |
| ETNEaton Corporation plc | 53.4 | $17,453 | 2.0% | $17,142 | $312(+1.8%) | Feb 26, 2026 | Industrials | 3 / 1 | $327.02Nov 5, 2026 |
| FITBFifth Third Bancorp | 303.2 | $16,205 | 1.9% | $16,001 | $204(+1.3%) | Oct 9, 2026 | Financial Services | 4 / 3 | $53.45Nov 5, 2026 |
| CVXChevron Corporation | 44.3 | $9,443 | 1.1% | $8,001 | $1,443(+18.0%) | Jun 15, 2026 | Energy | 1 / 3 | $212.93Nov 5, 2026 |
| AMGNAmgen Inc. | 19.5 | $8,976 | 1.1% | $8,001 | $976(+12.2%) | Sep 22, 2026 | Healthcare | 3 / 6 | $460.28Nov 5, 2026 |
| LRCXLam Research Corporation | 28.8 | $5,340 | 0.6% | $8,001 | -$2,660(-33.3%) | Oct 15, 2026 | Technology | 2 / 12 | $185.20Nov 5, 2026 |
| SJMThe J. M. Smucker Company | 3.1 | $415 | 0.0% | $321 | $94(+29.4%) | Feb 20, 2025 | Consumer Defensive | 1 / 1 | $133.25Nov 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
- Financial Services20.1%$171.4K
- Consumer Cyclical15.4%$131.6K
- Consumer Defensive14.9%$127.4K
- Healthcare13.2%$112.9K
- Communication Services10.7%$91K
- Technology7.6%$65.2K
- Basic Materials5.8%$49.7K
- Industrials4.9%$41.9K
- Real Estate3.3%$28.6K
- Utilities2.9%$25.1K
- Energy1.1%$9.4K
Excluded from the model
- 243 disclosed rows in total; 243 rows modelled.
- 0 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 0 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 19 sells had no modelled shares to sell ($519.3K 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.