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$345,902
27 positions
Invested (cum.)
Estimated$376,024
Sum of buy midpoints
Realized (cum.)
Estimated$261,860
Modelled sell proceeds
Return vs SPY
Estimated+61.6%
SPY with identical cash flows: +61.8%
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
27 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| WMBThe Williams Companies, Inc. | 713.3 | $45,831 | 13.2% | $13,446 | $32,385(+240.8%) | Apr 3, 2025 | Energy | 2 / 1 | $64.25Nov 5, 2026 |
| TSLATesla, Inc. | 85.0 | $29,203 | 8.4% | $11,741 | $17,462(+148.7%) | Oct 29, 2024 | Consumer Cyclical | 2 / 1 | $343.69Nov 5, 2026 |
| IBMInternational Business Machines Corporation | 109.7 | $27,107 | 7.8% | $16,001 | $11,106(+69.4%) | Apr 3, 2025 | Technology | 2 / 0 | $247.11Nov 5, 2026 |
| XOMExxonMobil Holdings Corporation | 148.5 | $24,545 | 7.1% | $8,001 | $16,544(+206.8%) | Mar 2, 2020 | Energy | 1 / 0 | $165.30Nov 5, 2026 |
| NVDANVIDIA Corporation | 123.3 | $22,394 | 6.5% | $16,001 | $6,393(+40.0%) | Nov 21, 2025 | Technology | 2 / 0 | $181.60Nov 5, 2026 |
| PWRQuanta Services, Inc. | 42.4 | $21,605 | 6.2% | $4,002 | $17,603(+439.8%) | May 7, 2026 | Industrials | 1 / 2 | $509.06Nov 5, 2026 |
| SUSuncor Energy Inc. | 288.8 | $19,946 | 5.8% | $8,001 | $11,946(+149.3%) | Mar 2, 2020 | Energy | 1 / 0 | $69.06Nov 5, 2026 |
| INTCIntel Corporation | 364.5 | $19,046 | 5.5% | $11,386 | $7,660(+67.3%) | Jun 10, 2026 | Technology | 3 / 3 | $52.25Nov 5, 2026 |
| CGThe Carlyle Group Inc. | 386.4 | $15,439 | 4.5% | $10,810 | $4,629(+42.8%) | May 26, 2021 | Financial Services | 2 / 1 | $39.96Nov 5, 2026 |
| APOApollo Global Management, Inc. | 122.9 | $14,407 | 4.2% | $5,331 | $9,076(+170.3%) | Nov 21, 2025 | Financial Services | 1 / 1 | $117.27Nov 5, 2026 |
| MUMicron Technology, Inc. | 19.5 | $12,801 | 3.7% | $1,535 | $11,266(+734.1%) | Mar 24, 2026 | Technology | 1 / 1 | $656.39Nov 5, 2026 |
| LMTLockheed Martin Corporation | 20.8 | $12,000 | 3.5% | $8,001 | $4,000(+50.0%) | May 26, 2021 | Industrials | 1 / 0 | $576.16Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 44.8 | $11,669 | 3.4% | $8,001 | $3,668(+45.8%) | Apr 3, 2025 | Consumer Cyclical | 1 / 2 | $260.21Nov 5, 2026 |
| RHHBYRoche Holding AG | 193.9 | $11,525 | 3.3% | $8,001 | $3,524(+44.1%) | Nov 14, 2022 | Healthcare | 1 / 0 | $59.45Nov 5, 2026 |
| TWSTTwist Bioscience Corporation | 89.6 | $10,802 | 3.1% | $2,880 | $7,921(+275.0%) | Mar 30, 2022 | Healthcare | 1 / 1 | $120.61Nov 5, 2026 |
| KDKyndryl Holdings, Inc. | 602.9 | $9,755 | 2.8% | $8,001 | $1,754(+21.9%) | Jun 22, 2023 | Technology | 1 / 0 | $16.18Nov 5, 2026 |
| SRESempra | 102.8 | $8,209 | 2.4% | $8,001 | $208(+2.6%) | Nov 14, 2022 | Utilities | 1 / 0 | $79.83Nov 5, 2026 |
| SRLNState Street Blackstone Senior Loan ETF | 174.9 | $6,972 | 2.0% | $8,001 | -$1,028(-12.9%) | Nov 2, 2021 | ETF | 1 / 0 | $39.87Nov 5, 2026 |
| ABBVAbbVie Inc. | 18.3 | $5,269 | 1.5% | $2,523 | $2,746(+108.8%) | Apr 3, 2025 | Healthcare | 1 / 1 | $288.24Nov 5, 2026 |
| OKEONEOK, Inc. | 50.3 | $4,342 | 1.3% | $2,947 | $1,394(+47.3%) | Apr 3, 2025 | Energy | 1 / 2 | $86.25Nov 5, 2026 |
| KMIKinder Morgan, Inc. | 130.5 | $3,939 | 1.1% | $2,491 | $1,448(+58.1%) | Apr 3, 2025 | Energy | 1 / 1 | $30.19Nov 5, 2026 |
| GDGeneral Dynamics Corporation | 9.3 | $3,310 | 1.0% | $2,269 | $1,041(+45.9%) | Jun 10, 2026 | Industrials | 1 / 1 | $356.35Nov 5, 2026 |
| AREAlexandria Real Estate Equities, Inc. | 47.0 | $2,121 | 0.6% | $8,001 | -$5,879(-73.5%) | Jul 27, 2020 | Real Estate | 1 / 0 | $45.17Nov 5, 2026 |
| RTXRTX Corporation | 8.7 | $1,679 | 0.5% | $738 | $941(+127.4%) | Nov 14, 2022 | Industrials | 1 / 1 | $191.88Nov 5, 2026 |
| CVSCVS Health Corporation | 12.7 | $1,036 | 0.3% | $884 | $152(+17.2%) | Nov 21, 2025 | Healthcare | 1 / 1 | $81.33Nov 5, 2026 |
| NOWServiceNow, Inc. | 6.0 | $612 | 0.2% | $830 | -$218(-26.2%) | Apr 3, 2025 | Technology | 1 / 1 | $102.36Nov 5, 2026 |
| BIDUBaidu, Inc. | 4.3 | $338 | 0.1% | $561 | -$223(-39.8%) | Jun 22, 2023 | Communication Services | 1 / 1 | $79.48Nov 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
- Energy28.5%$98.6K
- Technology26.5%$91.7K
- Consumer Cyclical11.8%$40.9K
- Industrials11.2%$38.6K
- Financial Services8.6%$29.8K
- Healthcare8.3%$28.6K
- Utilities2.4%$8.2K
- ETF2.0%$7K
- Real Estate0.6%$2.1K
- Communication Services0.1%$338
Excluded from the model
- 116 disclosed rows in total; 111 rows modelled.
- 4 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.
- 30 sells had no modelled shares to sell ($407.2K 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.