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$1,319,354
42 positions
Invested (cum.)
Estimated$1,378,554
Sum of buy midpoints
Realized (cum.)
Estimated$625,328
Modelled sell proceeds
Return vs SPY
Estimated+41.1%
SPY with identical cash flows: +78.2%
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
42 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| PHParker-Hannifin Corporation | 179.0 | $159,698 | 12.1% | $48,003 | $111,695(+232.7%) | Dec 31, 2020 | Industrials | 6 / 1 | $892.29Nov 5, 2026 |
| MRKMerck & Co., Inc. | 944.0 | $138,707 | 10.5% | $71,886 | $66,821(+93.0%) | Apr 7, 2020 | Healthcare | 5 / 2 | $146.94Nov 5, 2026 |
| KOThe Coca-Cola Company | 857.4 | $82,074 | 6.2% | $41,427 | $40,648(+98.1%) | Dec 31, 2020 | Consumer Defensive | 3 / 1 | $95.73Nov 5, 2026 |
| PMPhilip Morris International Inc. | 373.7 | $75,293 | 5.7% | $31,825 | $43,468(+136.6%) | Jul 27, 2020 | Consumer Defensive | 2 / 1 | $201.50Nov 5, 2026 |
| TMOThermo Fisher Scientific Inc. | 106.8 | $72,295 | 5.5% | $28,330 | $43,964(+155.2%) | Jun 9, 2020 | Healthcare | 2 / 2 | $676.94Nov 5, 2026 |
| FITBFifth Third Bancorp | 1,113.4 | $59,512 | 4.5% | $32,501 | $27,011(+83.1%) | Jan 30, 2020 | Financial Services | 1 / 0 | $53.45Nov 5, 2026 |
| WELLWelltower Inc. | 240.8 | $59,108 | 4.5% | $8,001 | $51,107(+638.8%) | Mar 18, 2020 | Real Estate | 1 / 0 | $245.43Nov 5, 2026 |
| EMNEastman Chemical Company | 797.6 | $52,410 | 4.0% | $48,568 | $3,841(+7.9%) | Sep 14, 2020 | Basic Materials | 3 / 1 | $65.71Nov 5, 2026 |
| HONHoneywell International Inc. | 230.5 | $49,746 | 3.8% | $40,501 | $9,245(+22.8%) | Feb 12, 2020 | Industrials | 2 / 0 | $215.78Nov 5, 2026 |
| BRBroadridge Financial Solutions, Inc. | 204.7 | $39,699 | 3.0% | $23,867 | $15,832(+66.3%) | Aug 4, 2020 | Technology | 2 / 2 | $193.92Nov 5, 2026 |
| GILDGilead Sciences, Inc. | 218.4 | $36,600 | 2.8% | $16,001 | $20,599(+128.7%) | Mar 20, 2020 | Healthcare | 2 / 0 | $167.57Nov 5, 2026 |
| LMTLockheed Martin Corporation | 62.5 | $35,985 | 2.7% | $23,253 | $12,732(+54.8%) | Dec 31, 2020 | Industrials | 2 / 7 | $576.16Nov 5, 2026 |
| XOMExxonMobil Holdings Corporation | 209.9 | $34,693 | 2.6% | $8,001 | $26,692(+333.6%) | Mar 13, 2020 | Energy | 1 / 0 | $165.30Nov 5, 2026 |
| CSCOCisco Systems, Inc. | 357.2 | $34,191 | 2.6% | $15,987 | $18,203(+113.9%) | Dec 31, 2020 | Technology | 5 / 5 | $95.72Nov 5, 2026 |
| JPMJPMorgan Chase & Co. | 90.6 | $30,579 | 2.3% | $10,349 | $20,230(+195.5%) | Dec 31, 2020 | Financial Services | 3 / 5 | $337.34Nov 5, 2026 |
| JNJJohnson & Johnson | 109.5 | $29,808 | 2.3% | $16,451 | $13,357(+81.2%) | Dec 31, 2020 | Healthcare | 3 / 3 | $272.32Nov 5, 2026 |
| MSIMotorola Solutions, Inc. | 56.4 | $29,137 | 2.2% | $8,001 | $21,137(+264.2%) | Jul 27, 2020 | Technology | 1 / 0 | $517.01Nov 5, 2026 |
| HCAHCA Healthcare, Inc. | 53.0 | $26,881 | 2.0% | $8,001 | $18,880(+236.0%) | Feb 5, 2020 | Healthcare | 1 / 0 | $507.48Nov 5, 2026 |
| ROKRockwell Automation, Inc. | 63.8 | $24,310 | 1.8% | $16,001 | $8,309(+51.9%) | Dec 31, 2020 | Industrials | 5 / 8 | $381.05Nov 5, 2026 |
| UPSUnited Parcel Service, Inc. | 217.6 | $24,160 | 1.8% | $33,209 | -$9,049(-27.2%) | Dec 31, 2020 | Industrials | 5 / 1 | $111.04Nov 5, 2026 |
| ORIOld Republic International Corporation | 538.0 | $21,731 | 1.6% | $8,001 | $13,731(+171.6%) | Apr 6, 2020 | Financial Services | 2 / 1 | $40.39Nov 5, 2026 |
| AMPAmeriprise Financial, Inc. | 41.2 | $20,969 | 1.6% | $8,001 | $12,968(+162.1%) | Dec 31, 2020 | Financial Services | 1 / 3 | $509.32Nov 5, 2026 |
| MSFTMicrosoft Corporation | 36.0 | $19,278 | 1.5% | $8,001 | $11,277(+141.0%) | Dec 31, 2020 | Technology | 3 / 3 | $535.93Nov 5, 2026 |
| CCICrown Castle Inc. | 193.0 | $17,549 | 1.3% | $32,501 | -$14,952(-46.0%) | Jul 27, 2020 | Real Estate | 2 / 3 | $90.95Nov 5, 2026 |
| ATOAtmos Energy Corporation | 76.1 | $13,318 | 1.0% | $8,001 | $5,317(+66.5%) | Mar 9, 2020 | Utilities | 1 / 0 | $175.00Nov 5, 2026 |
| PLDPrologis, Inc. | 98.8 | $12,705 | 1.0% | $8,001 | $4,704(+58.8%) | Apr 7, 2020 | Real Estate | 1 / 0 | $128.55Nov 5, 2026 |
| SBUXStarbucks Corporation | 116.4 | $12,361 | 0.9% | $8,001 | $4,361(+54.5%) | Apr 7, 2020 | Consumer Cyclical | 1 / 0 | $106.16Nov 5, 2026 |
| ICEIntercontinental Exchange, Inc. | 69.4 | $12,075 | 0.9% | $8,001 | $4,074(+50.9%) | Dec 31, 2020 | Financial Services | 3 / 6 | $174.00Nov 5, 2026 |
| LDOSLeidos Holdings, Inc. | 88.7 | $12,049 | 0.9% | $8,001 | $4,048(+50.6%) | Jul 28, 2020 | Technology | 1 / 0 | $135.81Nov 5, 2026 |
| SHWThe Sherwin-Williams Company | 32.7 | $11,398 | 0.9% | $8,001 | $3,398(+42.5%) | Dec 31, 2020 | Basic Materials | 1 / 0 | $349.01Nov 5, 2026 |
| MCDMcDonald's Corporation | 37.3 | $10,367 | 0.8% | $8,001 | $2,366(+29.6%) | Dec 31, 2020 | Consumer Cyclical | 6 / 2 | $278.04Nov 5, 2026 |
| GPCGenuine Parts Company | 80.6 | $10,027 | 0.8% | $8,001 | $2,027(+25.3%) | Sep 2, 2020 | Consumer Cyclical | 1 / 0 | $124.44Nov 5, 2026 |
| UNHUnitedHealth Group Incorporated | 24.2 | $9,593 | 0.7% | $8,427 | $1,166(+13.8%) | Dec 31, 2020 | Healthcare | 2 / 2 | $395.72Nov 5, 2026 |
| FISFidelity National Information Services, Inc. | 275.3 | $8,090 | 0.6% | $40,003 | -$31,912(-79.8%) | Dec 31, 2020 | Technology | 5 / 2 | $29.39Nov 5, 2026 |
| ROPRoper Technologies, Inc. | 13.6 | $6,688 | 0.5% | $4,215 | $2,473(+58.7%) | Jul 28, 2020 | Technology | 2 / 4 | $490.96Nov 5, 2026 |
| MAMastercard Incorporated | 9.6 | $6,265 | 0.5% | $2,177 | $4,088(+187.8%) | Jun 10, 2020 | Financial Services | 1 / 1 | $655.92Nov 5, 2026 |
| WHRWhirlpool Corporation | 168.6 | $5,318 | 0.4% | $15,594 | -$10,276(-65.9%) | Sep 14, 2020 | Consumer Cyclical | 2 / 2 | $31.54Nov 5, 2026 |
| GPNGlobal Payments Inc. | 46.5 | $4,421 | 0.3% | $8,001 | -$3,579(-44.7%) | Jul 28, 2020 | Industrials | 1 / 0 | $94.98Nov 5, 2026 |
| ADBEAdobe Inc. | 16.0 | $3,942 | 0.3% | $8,001 | -$4,058(-50.7%) | Dec 31, 2020 | Technology | 1 / 4 | $246.44Nov 5, 2026 |
| MPTMedical Properties Trust, Inc. | 2,082.0 | $3,914 | 0.3% | $40,501 | -$36,587(-90.3%) | Aug 31, 2020 | Real Estate | 2 / 0 | $1.88Nov 5, 2026 |
| WTWWillis Towers Watson Public Limited Company | 4.0 | $1,332 | 0.1% | $707 | $625(+88.3%) | Apr 9, 2020 | Financial Services | 1 / 2 | $336.51Nov 5, 2026 |
| CCOICogent Communications Holdings, Inc. | 230.3 | $1,080 | 0.1% | $16,001 | -$14,921(-93.2%) | Nov 30, 2020 | Communication Services | 2 / 0 | $4.69Nov 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
- Healthcare23.8%$313.9K
- Industrials22.6%$298.3K
- Consumer Defensive11.9%$157.4K
- Technology11.6%$153.1K
- Financial Services11.6%$152.5K
- Real Estate7.1%$93.3K
- Basic Materials4.8%$63.8K
- Consumer Cyclical2.9%$38.1K
- Energy2.6%$34.7K
- Utilities1.0%$13.3K
- Communication Services0.1%$1.1K
Excluded from the model
- 1,827 disclosed rows in total; 229 rows modelled.
- 1,487 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 1 row had no closing price within the lookup window of the trade date.
- 108 rows were an exchange or an unknown transaction type.
- 46 sells had no modelled shares to sell ($1.2M 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.