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$2,382,597
65 positions
Invested (cum.)
Estimated$2,547,649
Sum of buy midpoints
Realized (cum.)
Estimated$734,936
Modelled sell proceeds
Return vs SPY
Estimated+22.4%
SPY with identical cash flows: +29.6%
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
65 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | 714.3 | $129,725 | 5.4% | $80,005 | $49,720(+62.1%) | Apr 16, 2025 | Technology | 10 / 0 | $181.60Nov 5, 2026 |
| ADIAnalog Devices, Inc. | 336.1 | $121,334 | 5.1% | $64,004 | $57,330(+89.6%) | Apr 7, 2025 | Technology | 8 / 0 | $361.01Nov 5, 2026 |
| DELLDell Technologies Inc. | 322.1 | $102,083 | 4.3% | $48,502 | $53,581(+110.5%) | Oct 10, 2025 | Technology | 3 / 0 | $316.91Nov 5, 2026 |
| GOOGAlphabet Inc. | 319.4 | $89,991 | 3.8% | $48,003 | $41,988(+87.5%) | Nov 8, 2024 | Communication Services | 6 / 0 | $281.74Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 321.0 | $83,515 | 3.5% | $64,004 | $19,511(+30.5%) | Apr 7, 2025 | Consumer Cyclical | 8 / 0 | $260.21Nov 5, 2026 |
| LLYEli Lilly and Company | 55.7 | $75,991 | 3.2% | $32,002 | $43,989(+137.5%) | Dec 28, 2023 | Healthcare | 4 / 0 | $1,364.73Nov 5, 2026 |
| CSCOCisco Systems, Inc. | 713.9 | $68,333 | 2.9% | $48,502 | $19,832(+40.9%) | Oct 10, 2025 | Technology | 3 / 0 | $95.72Nov 5, 2026 |
| GWWW.W. Grainger, Inc. | 45.6 | $66,175 | 2.8% | $35,966 | $30,209(+84.0%) | Jul 13, 2026 | Industrials | 2 / 1 | $1,451.39Nov 5, 2026 |
| MCKMcKesson Corporation | 57.2 | $61,306 | 2.6% | $40,003 | $21,303(+53.3%) | Dec 2, 2025 | Healthcare | 5 / 0 | $1,072.00Nov 5, 2026 |
| CMICummins Inc. | 134.4 | $60,287 | 2.5% | $36,017 | $24,270(+67.4%) | Mar 31, 2026 | Industrials | 5 / 1 | $448.58Nov 5, 2026 |
| AXPAmerican Express Company | 179.8 | $58,433 | 2.5% | $56,502 | $1,931(+3.4%) | Mar 31, 2026 | Financial Services | 4 / 0 | $324.97Nov 5, 2026 |
| LINLinde plc | 110.9 | $57,807 | 2.4% | $48,003 | $9,804(+20.4%) | Apr 7, 2025 | Basic Materials | 6 / 0 | $521.23Nov 5, 2026 |
| GSThe Goldman Sachs Group, Inc. | 63.5 | $55,138 | 2.3% | $48,502 | $6,637(+13.7%) | Oct 10, 2025 | Financial Services | 7 / 3 | $868.95Nov 5, 2026 |
| METAMeta Platforms, Inc. | 86.4 | $52,293 | 2.2% | $40,003 | $12,290(+30.7%) | Jun 17, 2026 | Communication Services | 5 / 0 | $605.08Nov 5, 2026 |
| AVGOBroadcom Inc. | 175.3 | $51,092 | 2.1% | $56,502 | -$5,410(-9.6%) | Mar 31, 2026 | Technology | 9 / 3 | $291.53Nov 5, 2026 |
| JPMJPMorgan Chase & Co. | 150.8 | $50,883 | 2.1% | $32,002 | $18,881(+59.0%) | Nov 8, 2024 | Financial Services | 4 / 0 | $337.34Nov 5, 2026 |
| MSFTMicrosoft Corporation | 89.7 | $48,097 | 2.0% | $32,002 | $16,095(+50.3%) | Jun 17, 2026 | Technology | 4 / 0 | $535.93Nov 5, 2026 |
| PANWPalo Alto Networks, Inc. | 147.4 | $46,395 | 1.9% | $24,002 | $22,394(+93.3%) | Mar 31, 2026 | Technology | 3 / 0 | $314.67Nov 5, 2026 |
| TMUST-Mobile US, Inc. | 285.6 | $45,858 | 1.9% | $48,003 | -$2,145(-4.5%) | Nov 8, 2024 | Communication Services | 6 / 0 | $160.59Nov 5, 2026 |
| SOThe Southern Company | 489.1 | $45,656 | 1.9% | $40,003 | $5,653(+14.1%) | Dec 2, 2025 | Utilities | 6 / 1 | $93.34Nov 5, 2026 |
| BRK-BBerkshire Hathaway Inc. | 79.6 | $45,578 | 1.9% | $32,002 | $13,576(+42.4%) | Nov 8, 2024 | Financial Services | 4 / 0 | $572.33Nov 5, 2026 |
| COSTCostco Wholesale Corporation | 42.6 | $45,442 | 1.9% | $24,002 | $21,441(+89.3%) | Dec 28, 2023 | Consumer Defensive | 3 / 0 | $1,065.59Nov 5, 2026 |
| TJXThe TJX Companies, Inc. | 322.4 | $44,675 | 1.9% | $40,003 | $4,673(+11.7%) | Mar 23, 2026 | Consumer Cyclical | 5 / 0 | $138.59Nov 5, 2026 |
| XLEState Street Energy Select Sector SPDR ETF | 693.3 | $42,731 | 1.8% | $32,501 | $10,230(+31.5%) | Nov 8, 2024 | ETF | 1 / 0 | $61.63Nov 5, 2026 |
| ATOAtmos Energy Corporation | 241.6 | $42,282 | 1.8% | $32,002 | $10,280(+32.1%) | Dec 2, 2025 | Utilities | 4 / 0 | $175.00Nov 5, 2026 |
| AMGNAmgen Inc. | 91.8 | $42,249 | 1.8% | $24,002 | $18,248(+76.0%) | Apr 16, 2025 | Healthcare | 3 / 0 | $460.28Nov 5, 2026 |
| HCAHCA Healthcare, Inc. | 82.7 | $41,984 | 1.8% | $32,002 | $9,982(+31.2%) | Jun 17, 2026 | Healthcare | 4 / 0 | $507.48Nov 5, 2026 |
| LMTLockheed Martin Corporation | 68.7 | $39,554 | 1.7% | $32,002 | $7,552(+23.6%) | Apr 7, 2025 | Industrials | 4 / 0 | $576.16Nov 5, 2026 |
| ABBVAbbVie Inc. | 136.3 | $39,278 | 1.6% | $24,002 | $15,277(+63.6%) | Apr 7, 2025 | Healthcare | 3 / 0 | $288.24Nov 5, 2026 |
| MNSTMonster Beverage Corporation | 781.8 | $37,395 | 1.6% | $32,002 | $5,393(+16.9%) | Jun 17, 2026 | Consumer Defensive | 4 / 0 | $47.83Nov 5, 2026 |
| CBChubb Limited | 94.6 | $35,139 | 1.5% | $24,002 | $11,137(+46.4%) | Mar 31, 2026 | Financial Services | 3 / 0 | $371.63Nov 5, 2026 |
| HDThe Home Depot, Inc. | 93.7 | $32,805 | 1.4% | $32,002 | $803(+2.5%) | Jun 17, 2026 | Consumer Cyclical | 4 / 0 | $349.94Nov 5, 2026 |
| ASMLASML Holding N.V. | 23.6 | $31,992 | 1.3% | $32,002 | -$10(-0.0%) | Mar 31, 2026 | Technology | 4 / 0 | $1,356.65Nov 5, 2026 |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 85.5 | $30,196 | 1.3% | $24,002 | $6,195(+25.8%) | Oct 10, 2025 | Technology | 3 / 0 | $353.10Nov 5, 2026 |
| MRKMerck & Co., Inc. | 205.2 | $30,155 | 1.3% | $22,137 | $8,019(+36.2%) | Jan 15, 2025 | Healthcare | 6 / 3 | $146.94Nov 5, 2026 |
| MCDMcDonald's Corporation | 106.7 | $29,659 | 1.2% | $32,002 | -$2,343(-7.3%) | Mar 31, 2026 | Consumer Cyclical | 4 / 0 | $278.04Nov 5, 2026 |
| AAPLApple Inc. | 85.5 | $29,414 | 1.2% | $16,001 | $13,413(+83.8%) | Feb 13, 2024 | Technology | 2 / 0 | $344.17Nov 5, 2026 |
| MSIMotorola Solutions, Inc. | 53.5 | $27,648 | 1.2% | $24,002 | $3,646(+15.2%) | Mar 31, 2026 | Technology | 3 / 0 | $517.01Nov 5, 2026 |
| GEGE Aerospace | 83.1 | $26,147 | 1.1% | $24,002 | $2,146(+8.9%) | Mar 31, 2026 | Industrials | 3 / 0 | $314.73Nov 5, 2026 |
| VVisa Inc. | 58.5 | $24,729 | 1.0% | $16,001 | $8,728(+54.5%) | Apr 7, 2025 | Financial Services | 2 / 0 | $422.59Nov 5, 2026 |
| GDGeneral Dynamics Corporation | 69.4 | $24,721 | 1.0% | $24,002 | $720(+3.0%) | Mar 31, 2026 | Industrials | 3 / 0 | $356.35Nov 5, 2026 |
| PHParker-Hannifin Corporation | 26.6 | $23,732 | 1.0% | $24,002 | -$270(-1.1%) | Mar 31, 2026 | Industrials | 3 / 0 | $892.29Nov 5, 2026 |
| SYKStryker Corporation | 66.6 | $22,308 | 0.9% | $24,002 | -$1,693(-7.1%) | Apr 7, 2025 | Healthcare | 3 / 0 | $335.08Nov 5, 2026 |
| SNASnap-on Incorporated | 55.0 | $20,146 | 0.8% | $15,289 | $4,857(+31.8%) | Jul 5, 2024 | Industrials | 3 / 1 | $366.44Nov 5, 2026 |
| ITWIllinois Tool Works Inc. | 70.4 | $20,081 | 0.8% | $16,001 | $4,080(+25.5%) | Apr 7, 2025 | Industrials | 2 / 0 | $285.41Nov 5, 2026 |
| JNJJohnson & Johnson | 72.2 | $19,672 | 0.8% | $11,105 | $8,568(+77.2%) | Oct 10, 2025 | Healthcare | 3 / 2 | $272.32Nov 5, 2026 |
| GILDGilead Sciences, Inc. | 117.4 | $19,672 | 0.8% | $16,001 | $3,671(+22.9%) | May 6, 2026 | Healthcare | 2 / 0 | $167.57Nov 5, 2026 |
| AMATApplied Materials, Inc. | 52.8 | $16,856 | 0.7% | $32,002 | -$15,146(-47.3%) | Jul 13, 2026 | Technology | 4 / 0 | $319.25Nov 5, 2026 |
| PEGPublic Service Enterprise Group Incorporated | 229.3 | $16,764 | 0.7% | $16,297 | $467(+2.9%) | Dec 2, 2025 | Utilities | 3 / 1 | $73.10Nov 5, 2026 |
| ELVElevance Health, Inc. | 38.5 | $16,636 | 0.7% | $19,035 | -$2,399(-12.6%) | Mar 10, 2025 | Healthcare | 6 / 3 | $432.00Nov 5, 2026 |
| RPMRPM International Inc. | 148.7 | $15,679 | 0.7% | $16,001 | -$322(-2.0%) | Apr 7, 2025 | Basic Materials | 2 / 0 | $105.45Nov 5, 2026 |
| SPGIS&P Global Inc. | 28.4 | $13,411 | 0.6% | $10,199 | $3,212(+31.5%) | Jun 17, 2026 | Financial Services | 4 / 3 | $472.41Nov 5, 2026 |
| CATCaterpillar Inc. | 17.3 | $9,564 | 0.4% | $4,838 | $4,726(+97.7%) | Mar 31, 2026 | Industrials | 1 / 2 | $553.64Nov 5, 2026 |
| HONHoneywell International Inc. | 43.2 | $9,317 | 0.4% | $8,001 | $1,316(+16.4%) | Apr 7, 2025 | Industrials | 1 / 0 | $215.78Nov 5, 2026 |
| PGThe Procter & Gamble Company | 53.3 | $8,910 | 0.4% | $8,001 | $909(+11.4%) | Jul 14, 2023 | Consumer Defensive | 1 / 0 | $167.10Nov 5, 2026 |
| SHWThe Sherwin-Williams Company | 22.3 | $7,780 | 0.3% | $7,430 | $350(+4.7%) | Oct 10, 2025 | Basic Materials | 7 / 6 | $349.01Nov 5, 2026 |
| SPCXSpace Exploration Technologies Corp. | 49.7 | $6,145 | 0.3% | $8,001 | -$1,856(-23.2%) | Jun 12, 2026 | Industrials | 1 / 0 | $123.62Nov 5, 2026 |
| NEENextEra Energy, Inc. | 65.7 | $5,797 | 0.2% | $4,674 | $1,124(+24.0%) | Apr 7, 2025 | Utilities | 3 / 2 | $88.25Nov 5, 2026 |
| ROPRoper Technologies, Inc. | 9.8 | $4,825 | 0.2% | $5,011 | -$186(-3.7%) | Feb 27, 2026 | Technology | 5 / 3 | $490.96Nov 5, 2026 |
| FDSFactSet Research Systems Inc. | 12.3 | $4,189 | 0.2% | $5,707 | -$1,518(-26.6%) | Jul 5, 2024 | Financial Services | 4 / 3 | $340.47Nov 5, 2026 |
| CORCencora, Inc. | 12.1 | $4,099 | 0.2% | $3,842 | $256(+6.7%) | May 6, 2026 | Healthcare | 3 / 2 | $339.68Nov 5, 2026 |
| XOMExxonMobil Holdings Corporation | 13.2 | $2,182 | 0.1% | $1,332 | $850(+63.8%) | Nov 8, 2024 | Energy | 1 / 1 | $165.30Nov 5, 2026 |
| WSTWest Pharmaceutical Services, Inc. | 1.0 | $388 | 0.0% | $360 | $28(+7.7%) | Feb 13, 2025 | Healthcare | 3 / 2 | $392.48Nov 5, 2026 |
| CVXChevron Corporation | 1.1 | $237 | 0.0% | $171 | $66(+38.6%) | Nov 8, 2024 | Energy | 1 / 1 | $212.93Nov 5, 2026 |
| AOSA. O. Smith Corporation | 0.6 | $43 | 0.0% | $48 | -$5(-10.5%) | Nov 8, 2024 | Industrials | 1 / 1 | $66.57Nov 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
- Technology29.7%$708K
- Healthcare15.7%$373.7K
- Industrials12.8%$305.9K
- Financial Services12.1%$287.5K
- Consumer Cyclical8.0%$190.7K
- Communication Services7.9%$188.1K
- Utilities4.6%$110.5K
- Consumer Defensive3.9%$91.7K
- Basic Materials3.4%$81.3K
- ETF1.8%$42.7K
- Energy0.1%$2.4K
Excluded from the model
- 466 disclosed rows in total; 463 rows modelled.
- 3 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.
- 48 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.