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$7,852,150
85 positions
Invested (cum.)
Estimated$7,184,449
Sum of buy midpoints
Realized (cum.)
Estimated$2,511,147
Modelled sell proceeds
Return vs SPY
Estimated+44.2%
SPY with identical cash flows: +51.3%
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
85 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | 3,009.2 | $877,285 | 11.2% | $153,122 | $724,163(+472.9%) | Jan 27, 2023 | Technology | 20 / 1 | $291.53Nov 5, 2026 |
| WDCWestern Digital Corporation | 2,359.9 | $631,572 | 8.0% | $101,818 | $529,754(+520.3%) | Sep 26, 2022 | Technology | 19 / 5 | $267.63Nov 5, 2026 |
| GENGen Digital Inc. | 11,662.4 | $356,871 | 4.5% | $309,628 | $47,243(+15.3%) | Nov 30, 2022 | Technology | 44 / 6 | $30.60Nov 5, 2026 |
| MUMicron Technology, Inc. | 518.5 | $340,338 | 4.3% | $32,002 | $308,336(+963.5%) | Aug 19, 2022 | Technology | 7 / 3 | $656.39Nov 5, 2026 |
| TMUST-Mobile US, Inc. | 1,748.7 | $280,824 | 3.6% | $220,989 | $59,835(+27.1%) | Jan 31, 2023 | Communication Services | 31 / 4 | $160.59Nov 5, 2026 |
| KLACKLA Corporation | 2,162.4 | $280,685 | 3.6% | $72,847 | $207,838(+285.3%) | Jan 3, 2023 | Technology | 10 / 21 | $129.80Nov 5, 2026 |
| ABBVAbbVie Inc. | 935.8 | $269,743 | 3.4% | $112,007 | $157,736(+140.8%) | Jun 21, 2022 | Healthcare | 14 / 0 | $288.24Nov 5, 2026 |
| BKNGBooking Holdings Inc. | 1,596.7 | $269,388 | 3.4% | $120,008 | $149,381(+124.5%) | Nov 4, 2022 | Consumer Cyclical | 15 / 0 | $168.72Nov 5, 2026 |
| MCKMcKesson Corporation | 233.2 | $249,995 | 3.2% | $80,005 | $169,990(+212.5%) | Oct 21, 2022 | Healthcare | 10 / 0 | $1,072.00Nov 5, 2026 |
| VVisa Inc. | 574.1 | $242,623 | 3.1% | $120,116 | $122,507(+102.0%) | Feb 1, 2023 | Financial Services | 16 / 2 | $422.59Nov 5, 2026 |
| JPMJPMorgan Chase & Co. | 666.1 | $224,701 | 2.9% | $89,476 | $135,224(+151.1%) | Feb 10, 2023 | Financial Services | 15 / 4 | $337.34Nov 5, 2026 |
| BKRBaker Hughes Company | 3,505.4 | $161,949 | 2.1% | $94,512 | $67,437(+71.4%) | Feb 10, 2023 | Energy | 19 / 5 | $46.20Nov 5, 2026 |
| RTXRTX Corporation | 831.9 | $159,631 | 2.0% | $73,897 | $85,734(+116.0%) | Feb 10, 2023 | Industrials | 11 / 7 | $191.88Nov 5, 2026 |
| WTWWillis Towers Watson Public Limited Company | 434.7 | $146,296 | 1.9% | $96,006 | $50,290(+52.4%) | Jul 22, 2022 | Financial Services | 12 / 0 | $336.51Nov 5, 2026 |
| VRSNVeriSign, Inc. | 460.1 | $143,584 | 1.8% | $81,281 | $62,303(+76.7%) | Feb 10, 2023 | Technology | 11 / 1 | $312.06Nov 5, 2026 |
| ORLYO'Reilly Automotive, Inc. | 1,555.8 | $142,343 | 1.8% | $51,313 | $91,030(+177.4%) | Nov 10, 2022 | Consumer Cyclical | 7 / 1 | $91.49Nov 5, 2026 |
| ADBEAdobe Inc. | 538.0 | $132,579 | 1.7% | $220,460 | -$87,881(-39.9%) | Feb 10, 2023 | Technology | 52 / 17 | $246.44Nov 5, 2026 |
| NOWServiceNow, Inc. | 1,294.5 | $132,508 | 1.7% | $112,774 | $19,735(+17.5%) | Feb 10, 2023 | Technology | 16 / 2 | $102.36Nov 5, 2026 |
| MOAltria Group, Inc. | 1,579.8 | $122,559 | 1.6% | $78,590 | $43,969(+55.9%) | Jul 18, 2022 | Consumer Defensive | 11 / 1 | $77.58Nov 5, 2026 |
| WFCWells Fargo & Company | 1,434.5 | $121,646 | 1.5% | $66,706 | $54,940(+82.4%) | Feb 10, 2023 | Financial Services | 10 / 2 | $84.80Nov 5, 2026 |
| ORCLOracle Corporation | 1,009.3 | $116,232 | 1.5% | $73,334 | $42,898(+58.5%) | Feb 10, 2023 | Technology | 11 / 10 | $115.16Nov 5, 2026 |
| ADSKAutodesk, Inc. | 423.8 | $114,065 | 1.5% | $87,612 | $26,453(+30.2%) | Nov 22, 2022 | Technology | 15 / 4 | $269.16Nov 5, 2026 |
| DISThe Walt Disney Company | 900.3 | $105,535 | 1.3% | $88,006 | $17,529(+19.9%) | Jul 26, 2022 | Communication Services | 11 / 0 | $117.22Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 401.5 | $104,465 | 1.3% | $62,964 | $41,502(+65.9%) | Feb 10, 2023 | Consumer Cyclical | 28 / 16 | $260.21Nov 5, 2026 |
| AMTAmerican Tower Corporation | 495.8 | $96,187 | 1.2% | $113,187 | -$17,000(-15.0%) | Jan 13, 2023 | Real Estate | 15 / 1 | $193.99Nov 5, 2026 |
| PCARPACCAR Inc | 906.0 | $94,672 | 1.2% | $64,004 | $30,668(+47.9%) | Feb 14, 2023 | Industrials | 8 / 0 | $104.50Nov 5, 2026 |
| MRKMerck & Co., Inc. | 636.3 | $93,495 | 1.2% | $50,164 | $43,330(+86.4%) | Feb 14, 2023 | Healthcare | 8 / 5 | $146.94Nov 5, 2026 |
| HHyatt Hotels Corporation | 502.5 | $92,355 | 1.2% | $56,004 | $36,351(+64.9%) | Feb 16, 2023 | Consumer Cyclical | 7 / 0 | $183.78Nov 5, 2026 |
| XELXcel Energy Inc. | 1,032.5 | $82,985 | 1.1% | $64,004 | $18,981(+29.7%) | Oct 25, 2022 | Utilities | 8 / 0 | $80.37Nov 5, 2026 |
| OTISOtis Worldwide Corporation | 1,043.4 | $82,943 | 1.1% | $80,005 | $2,938(+3.7%) | Jul 7, 2022 | Industrials | 10 / 0 | $79.49Nov 5, 2026 |
| METAMeta Platforms, Inc. | 121.5 | $73,490 | 0.9% | $17,414 | $56,076(+322.0%) | Feb 10, 2023 | Communication Services | 3 / 14 | $605.08Nov 5, 2026 |
| FTNTFortinet, Inc. | 569.4 | $69,761 | 0.9% | $32,002 | $37,759(+118.0%) | Nov 15, 2022 | Technology | 4 / 0 | $122.51Nov 5, 2026 |
| RRXRegal Rexnord Corporation | 407.9 | $65,381 | 0.8% | $60,974 | $4,407(+7.2%) | Nov 11, 2022 | Industrials | 18 / 10 | $160.30Nov 5, 2026 |
| LMTLockheed Martin Corporation | 110.4 | $63,615 | 0.8% | $48,593 | $15,022(+30.9%) | Jan 26, 2023 | Industrials | 8 / 14 | $576.16Nov 5, 2026 |
| RSReliance, Inc. | 148.6 | $61,524 | 0.8% | $22,837 | $38,687(+169.4%) | Oct 1, 2021 | Basic Materials | 5 / 2 | $414.04Nov 5, 2026 |
| LINLinde plc | 113.0 | $58,911 | 0.8% | $33,365 | $25,546(+76.6%) | Feb 10, 2023 | Basic Materials | 6 / 2 | $521.23Nov 5, 2026 |
| ILMNIllumina, Inc. | 249.3 | $51,864 | 0.7% | $48,003 | $3,861(+8.0%) | Jan 5, 2023 | Healthcare | 6 / 0 | $208.00Nov 5, 2026 |
| TMOThermo Fisher Scientific Inc. | 76.3 | $51,625 | 0.7% | $40,276 | $11,349(+28.2%) | Jul 22, 2022 | Healthcare | 13 / 8 | $676.94Nov 5, 2026 |
| HLIHoulihan Lokey, Inc. | 349.2 | $51,412 | 0.7% | $32,002 | $19,410(+60.7%) | Sep 30, 2021 | Financial Services | 4 / 0 | $147.22Nov 5, 2026 |
| CVXChevron Corporation | 233.5 | $49,728 | 0.6% | $23,318 | $26,411(+113.3%) | Mar 22, 2022 | Energy | 7 / 6 | $212.93Nov 5, 2026 |
| IQVIQVIA Holdings Inc. | 186.2 | $49,313 | 0.6% | $40,003 | $9,311(+23.3%) | Jul 12, 2022 | Healthcare | 5 / 0 | $264.88Nov 5, 2026 |
| EWEdwards Lifesciences Corporation | 484.1 | $48,805 | 0.6% | $40,003 | $8,802(+22.0%) | Jan 25, 2023 | Healthcare | 5 / 2 | $100.82Nov 5, 2026 |
| GGenpact Limited | 1,137.6 | $46,757 | 0.6% | $48,003 | -$1,246(-2.6%) | May 10, 2022 | Technology | 6 / 6 | $41.10Nov 5, 2026 |
| AEPAmerican Electric Power Company, Inc. | 366.2 | $46,421 | 0.6% | $32,076 | $14,345(+44.7%) | Dec 16, 2021 | Utilities | 6 / 4 | $126.77Nov 5, 2026 |
| MRSHMarsh & McLennan Companies, Inc. | 213.0 | $44,601 | 0.6% | $32,002 | $12,599(+39.4%) | Jan 28, 2022 | Financial Services | 4 / 0 | $209.43Nov 5, 2026 |
| GISGeneral Mills, Inc. | 1,156.6 | $42,171 | 0.5% | $80,005 | -$37,834(-47.3%) | Jul 22, 2022 | Consumer Defensive | 10 / 0 | $36.46Nov 5, 2026 |
| DPZDomino's Pizza, Inc. | 121.8 | $41,599 | 0.5% | $40,003 | $1,597(+4.0%) | Nov 4, 2022 | Consumer Cyclical | 5 / 0 | $341.63Nov 5, 2026 |
| CVSCVS Health Corporation | 455.4 | $37,034 | 0.5% | $43,969 | -$6,935(-15.8%) | Jan 25, 2023 | Healthcare | 10 / 4 | $81.33Nov 5, 2026 |
| ROSTRoss Stores, Inc. | 156.2 | $36,743 | 0.5% | $19,099 | $17,644(+92.4%) | Jan 28, 2022 | Consumer Cyclical | 13 / 9 | $235.23Nov 5, 2026 |
| CNCCentene Corporation | 478.8 | $35,510 | 0.5% | $40,003 | -$4,492(-11.2%) | Dec 19, 2022 | Healthcare | 5 / 0 | $74.17Nov 5, 2026 |
| PAYXPaychex, Inc. | 280.5 | $33,523 | 0.4% | $24,481 | $9,042(+36.9%) | Feb 9, 2023 | Technology | 6 / 4 | $119.50Nov 5, 2026 |
| CNPCenterPoint Energy, Inc. | 837.8 | $33,487 | 0.4% | $24,002 | $9,485(+39.5%) | Jul 22, 2022 | Utilities | 3 / 0 | $39.97Nov 5, 2026 |
| GNRCGenerac Holdings Inc. | 193.7 | $33,385 | 0.4% | $61,589 | -$28,204(-45.8%) | Apr 25, 2022 | Industrials | 10 / 2 | $172.33Nov 5, 2026 |
| SLBSLB N.V. | 652.9 | $32,407 | 0.4% | $24,234 | $8,174(+33.7%) | Sep 22, 2022 | Energy | 4 / 1 | $49.64Nov 5, 2026 |
| FISFidelity National Information Services, Inc. | 1,018.5 | $29,933 | 0.4% | $94,298 | -$64,366(-68.3%) | Feb 10, 2023 | Technology | 17 / 4 | $29.39Nov 5, 2026 |
| NOCNorthrop Grumman Corporation | 54.9 | $28,860 | 0.4% | $20,729 | $8,131(+39.2%) | Jan 3, 2023 | Industrials | 11 / 11 | $525.25Nov 5, 2026 |
| LPLALPL Financial Holdings Inc. | 82.1 | $24,697 | 0.3% | $13,135 | $11,562(+88.0%) | Nov 14, 2022 | Financial Services | 3 / 7 | $300.89Nov 5, 2026 |
| ALGNAlign Technology, Inc. | 149.9 | $23,893 | 0.3% | $64,004 | -$40,111(-62.7%) | Sep 26, 2022 | Healthcare | 8 / 16 | $159.37Nov 5, 2026 |
| ETSYEtsy, Inc. | 252.5 | $23,116 | 0.3% | $40,003 | -$16,887(-42.2%) | Jun 15, 2021 | Consumer Cyclical | 5 / 0 | $91.53Nov 5, 2026 |
| PYPLPayPal Holdings, Inc. | 380.0 | $22,403 | 0.3% | $31,733 | -$9,330(-29.4%) | Feb 10, 2023 | Financial Services | 5 / 2 | $58.96Nov 5, 2026 |
| GSThe Goldman Sachs Group, Inc. | 24.1 | $20,933 | 0.3% | $8,386 | $12,547(+149.6%) | Feb 1, 2023 | Financial Services | 2 / 2 | $868.95Nov 5, 2026 |
| BACBank of America Corporation | 404.6 | $20,133 | 0.3% | $14,428 | $5,705(+39.5%) | Mar 3, 2022 | Financial Services | 6 / 5 | $49.76Nov 5, 2026 |
| ADPAutomatic Data Processing, Inc. | 62.4 | $19,169 | 0.2% | $16,001 | $3,168(+19.8%) | Aug 21, 2022 | Technology | 2 / 18 | $307.14Nov 5, 2026 |
| PLDPrologis, Inc. | 146.1 | $18,781 | 0.2% | $16,001 | $2,780(+17.4%) | Jan 13, 2023 | Real Estate | 2 / 0 | $128.55Nov 5, 2026 |
| LKQLKQ Corporation | 786.0 | $16,144 | 0.2% | $30,009 | -$13,865(-46.2%) | Jan 28, 2022 | Consumer Cyclical | 8 / 6 | $20.54Nov 5, 2026 |
| STLAStellantis N.V. | 3,590.3 | $15,941 | 0.2% | $62,338 | -$46,397(-74.4%) | May 13, 2022 | Consumer Cyclical | 9 / 1 | $4.44Nov 5, 2026 |
| ADIAnalog Devices, Inc. | 42.5 | $15,354 | 0.2% | $7,008 | $8,346(+119.1%) | Dec 29, 2022 | Technology | 11 / 10 | $361.01Nov 5, 2026 |
| KDPKeurig Dr Pepper Inc. | 403.8 | $14,895 | 0.2% | $15,279 | -$384(-2.5%) | Jan 20, 2023 | Consumer Defensive | 3 / 1 | $36.89Nov 5, 2026 |
| USBU.S. Bancorp | 242.5 | $14,491 | 0.2% | $11,869 | $2,623(+22.1%) | Nov 16, 2022 | Financial Services | 6 / 4 | $59.75Nov 5, 2026 |
| DOXAmdocs Limited | 298.6 | $13,087 | 0.2% | $24,301 | -$11,214(-46.1%) | Nov 16, 2022 | Technology | 5 / 4 | $43.83Nov 5, 2026 |
| EOGEOG Resources, Inc. | 88.5 | $12,822 | 0.2% | $8,001 | $4,821(+60.3%) | Oct 13, 2021 | Energy | 1 / 1 | $144.89Nov 5, 2026 |
| JNJJohnson & Johnson | 45.1 | $12,290 | 0.2% | $8,001 | $4,289(+53.6%) | Jun 8, 2022 | Healthcare | 1 / 9 | $272.32Nov 5, 2026 |
| SCIService Corporation International | 150.0 | $11,320 | 0.1% | $9,151 | $2,170(+23.7%) | Feb 10, 2023 | Consumer Cyclical | 2 / 1 | $75.45Nov 5, 2026 |
| PNCThe PNC Financial Services Group, Inc. | 45.8 | $10,388 | 0.1% | $8,001 | $2,388(+29.8%) | Aug 12, 2022 | Financial Services | 1 / 7 | $226.75Nov 5, 2026 |
| AFGAmerican Financial Group, Inc. | 63.0 | $9,857 | 0.1% | $5,298 | $4,559(+86.0%) | Jan 27, 2022 | Financial Services | 2 / 2 | $156.35Nov 5, 2026 |
| NEENextEra Energy, Inc. | 96.9 | $8,548 | 0.1% | $7,699 | $850(+11.0%) | Jan 25, 2023 | Utilities | 2 / 10 | $88.25Nov 5, 2026 |
| BMYBristol-Myers Squibb Company | 109.3 | $6,903 | 0.1% | $8,001 | -$1,098(-13.7%) | Jan 25, 2023 | Healthcare | 1 / 4 | $63.13Nov 5, 2026 |
| GTThe Goodyear Tire & Rubber Company | 1,512.1 | $6,729 | 0.1% | $24,585 | -$17,857(-72.6%) | Feb 8, 2023 | Consumer Cyclical | 6 / 2 | $4.45Nov 5, 2026 |
| RHIRobert Half Inc. | 115.7 | $4,975 | 0.1% | $7,993 | -$3,018(-37.8%) | Mar 16, 2022 | Industrials | 6 / 8 | $42.99Nov 5, 2026 |
| MSFTMicrosoft Corporation | 9.2 | $4,935 | 0.1% | $2,104 | $2,831(+134.5%) | Feb 10, 2023 | Technology | 2 / 4 | $535.93Nov 5, 2026 |
| ACMAECOM | 72.0 | $4,805 | 0.1% | $5,549 | -$744(-13.4%) | Feb 10, 2023 | Industrials | 7 / 8 | $66.72Nov 5, 2026 |
| CMCSAComcast Corporation | 175.5 | $4,379 | 0.1% | $5,639 | -$1,260(-22.4%) | Feb 10, 2023 | Communication Services | 13 / 11 | $24.95Nov 5, 2026 |
| CRICarter's, Inc. | 61.5 | $2,007 | 0.0% | $6,165 | -$4,157(-67.4%) | Jan 31, 2022 | Consumer Cyclical | 4 / 3 | $32.64Nov 5, 2026 |
| CHGGChegg, Inc. | 1,131.7 | $679 | 0.0% | $104,007 | -$103,327(-99.3%) | Aug 18, 2021 | Consumer Defensive | 13 / 0 | $0.60Nov 5, 2026 |
| GMGeneral Motors Company | 6.3 | $565 | 0.0% | $242 | $323(+133.8%) | Aug 14, 2022 | Consumer Cyclical | 1 / 1 | $89.33Nov 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
- Technology42.8%$3.4M
- Financial Services12.2%$954.2K
- Healthcare11.8%$930.5K
- Consumer Cyclical9.7%$762.7K
- Industrials6.9%$538.3K
- Communication Services5.9%$464.2K
- Energy3.3%$256.9K
- Consumer Defensive2.3%$180.3K
- Utilities2.2%$171.4K
- Basic Materials1.5%$120.4K
- Real Estate1.5%$115K
Excluded from the model
- 3,907 disclosed rows in total; 1,835 rows modelled.
- 1,553 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 37 rows had no closing price within the lookup window of the trade date.
- 198 rows were an exchange or an unknown transaction type.
- 95 sells had no modelled shares to sell ($5M 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.