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$692,262
51 positions
Invested (cum.)
Estimated$1,066,559
Sum of buy midpoints
Realized (cum.)
Estimated$1,119,480
Modelled sell proceeds
Return vs SPY
Estimated+69.9%
SPY with identical cash flows: +51.5%
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
51 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 313.1 | $107,756 | 15.6% | $19,391 | $88,365(+455.7%) | Dec 4, 2023 | Technology | 1 / 4 | $344.17Nov 5, 2026 |
| NVDANVIDIA Corporation | 455.6 | $82,732 | 12.0% | $2,878 | $79,853(+2774.2%) | Dec 4, 2023 | Technology | 1 / 3 | $181.60Nov 5, 2026 |
| AMDAdvanced Micro Devices, Inc. | 172.3 | $69,670 | 10.1% | $13,291 | $56,380(+424.2%) | Dec 4, 2023 | Technology | 3 / 2 | $404.40Nov 5, 2026 |
| METAMeta Platforms, Inc. | 112.2 | $67,881 | 9.8% | $17,589 | $50,291(+285.9%) | Dec 4, 2023 | Communication Services | 1 / 3 | $605.08Nov 5, 2026 |
| HLTHilton Worldwide Holdings Inc. | 92.3 | $34,099 | 4.9% | $11,260 | $22,839(+202.8%) | Dec 4, 2023 | Consumer Cyclical | 3 / 2 | $369.64Nov 5, 2026 |
| CSXCSX Corporation | 352.1 | $17,897 | 2.6% | $9,553 | $8,345(+87.4%) | Dec 4, 2023 | Industrials | 2 / 1 | $50.83Nov 5, 2026 |
| MSFTMicrosoft Corporation | 32.7 | $17,549 | 2.5% | $4,927 | $12,622(+256.2%) | Dec 4, 2023 | Technology | 2 / 6 | $535.93Nov 5, 2026 |
| CCitigroup Inc. | 147.7 | $17,501 | 2.5% | $8,845 | $8,656(+97.9%) | Jan 14, 2022 | Financial Services | 2 / 1 | $118.45Nov 5, 2026 |
| SPGIS&P Global Inc. | 36.9 | $17,449 | 2.5% | $10,392 | $7,057(+67.9%) | Dec 4, 2023 | Financial Services | 2 / 1 | $472.41Nov 5, 2026 |
| ISRGIntuitive Surgical, Inc. | 35.9 | $16,840 | 2.4% | $7,612 | $9,228(+121.2%) | Jun 28, 2022 | Healthcare | 2 / 1 | $468.52Nov 5, 2026 |
| BRK-BBerkshire Hathaway Inc. | 29.0 | $16,609 | 2.4% | $9,025 | $7,584(+84.0%) | Dec 4, 2023 | Financial Services | 2 / 3 | $572.33Nov 5, 2026 |
| AZOAutoZone, Inc. | 4.3 | $14,237 | 2.1% | $9,424 | $4,814(+51.1%) | Dec 4, 2023 | Consumer Cyclical | 2 / 1 | $3,308.97Nov 5, 2026 |
| VLOValero Energy Corporation | 38.4 | $13,482 | 1.9% | $3,938 | $9,544(+242.4%) | Dec 4, 2023 | Energy | 2 / 2 | $351.23Nov 5, 2026 |
| SBUXStarbucks Corporation | 126.8 | $13,464 | 1.9% | $10,849 | $2,614(+24.1%) | Dec 4, 2023 | Consumer Cyclical | 3 / 2 | $106.16Nov 5, 2026 |
| SCHFSchwab International Equity ETF | 490.4 | $12,985 | 1.9% | $8,001 | $4,985(+62.3%) | Jul 28, 2022 | ETF | 1 / 0 | $26.48Nov 5, 2026 |
| MSMorgan Stanley | 70.1 | $12,787 | 1.8% | $6,503 | $6,284(+96.6%) | Jun 28, 2022 | Financial Services | 2 / 1 | $182.44Nov 5, 2026 |
| TMUST-Mobile US, Inc. | 69.8 | $11,205 | 1.6% | $9,263 | $1,942(+21.0%) | Dec 4, 2023 | Communication Services | 3 / 2 | $160.59Nov 5, 2026 |
| DLTRDollar Tree, Inc. | 79.3 | $10,940 | 1.6% | $8,001 | $2,939(+36.7%) | Jun 22, 2021 | Consumer Defensive | 1 / 0 | $137.94Nov 5, 2026 |
| ZTSZoetis Inc. | 130.8 | $10,743 | 1.6% | $17,968 | -$7,226(-40.2%) | Dec 4, 2023 | Healthcare | 3 / 1 | $82.11Nov 5, 2026 |
| SYYSysco Corporation | 142.8 | $10,741 | 1.6% | $9,030 | $1,711(+18.9%) | Jun 21, 2023 | Consumer Defensive | 2 / 1 | $75.24Nov 5, 2026 |
| SHWThe Sherwin-Williams Company | 30.3 | $10,565 | 1.5% | $8,252 | $2,313(+28.0%) | Dec 4, 2023 | Basic Materials | 2 / 1 | $349.01Nov 5, 2026 |
| BLKBlackRock, Inc. | 7.7 | $8,976 | 1.3% | $4,433 | $4,542(+102.5%) | Dec 4, 2023 | Financial Services | 2 / 2 | $1,170.67Nov 5, 2026 |
| VVisa Inc. | 19.3 | $8,154 | 1.2% | $3,598 | $4,556(+126.6%) | Dec 4, 2023 | Financial Services | 2 / 2 | $422.59Nov 5, 2026 |
| CRMSalesforce, Inc. | 36.6 | $8,147 | 1.2% | $5,983 | $2,164(+36.2%) | Dec 4, 2023 | Technology | 2 / 2 | $222.41Nov 5, 2026 |
| MNSTMonster Beverage Corporation | 150.2 | $7,182 | 1.0% | $2,117 | $5,066(+239.3%) | Mar 9, 2022 | Consumer Defensive | 1 / 1 | $47.83Nov 5, 2026 |
| DHRDanaher Corporation | 29.4 | $6,652 | 1.0% | $5,324 | $1,328(+24.9%) | Dec 4, 2023 | Healthcare | 2 / 2 | $226.34Nov 5, 2026 |
| EWEdwards Lifesciences Corporation | 63.7 | $6,423 | 0.9% | $5,684 | $740(+13.0%) | Dec 4, 2023 | Healthcare | 2 / 1 | $100.82Nov 5, 2026 |
| ZMZoom Communications, Inc. | 68.5 | $6,084 | 0.9% | $8,001 | -$1,917(-24.0%) | Mar 4, 2020 | Technology | 1 / 0 | $88.82Nov 5, 2026 |
| KLACKLA Corporation | 45.5 | $5,909 | 0.9% | $1,879 | $4,029(+214.4%) | Dec 4, 2023 | Technology | 1 / 1 | $129.80Nov 5, 2026 |
| STZConstellation Brands, Inc. | 34.9 | $5,045 | 0.7% | $8,189 | -$3,144(-38.4%) | Dec 4, 2023 | Consumer Defensive | 2 / 1 | $144.56Nov 5, 2026 |
| ICEIntercontinental Exchange, Inc. | 21.1 | $3,678 | 0.5% | $2,406 | $1,272(+52.9%) | Dec 4, 2023 | Financial Services | 2 / 2 | $174.00Nov 5, 2026 |
| GSThe Goldman Sachs Group, Inc. | 3.8 | $3,315 | 0.5% | $1,143 | $2,173(+190.1%) | Dec 4, 2023 | Financial Services | 1 / 1 | $868.95Nov 5, 2026 |
| ELVElevance Health, Inc. | 6.9 | $2,974 | 0.4% | $3,046 | -$73(-2.4%) | Dec 4, 2023 | Healthcare | 3 / 3 | $432.00Nov 5, 2026 |
| CMECME Group Inc. | 9.6 | $2,959 | 0.4% | $1,650 | $1,309(+79.3%) | Jun 22, 2021 | Financial Services | 1 / 1 | $307.24Nov 5, 2026 |
| PANWPalo Alto Networks, Inc. | 9.1 | $2,876 | 0.4% | $1,126 | $1,750(+155.5%) | Dec 4, 2023 | Technology | 1 / 1 | $314.67Nov 5, 2026 |
| ABTAbbott Laboratories | 25.0 | $2,839 | 0.4% | $2,405 | $434(+18.0%) | Dec 4, 2023 | Healthcare | 2 / 2 | $113.60Nov 5, 2026 |
| CMGChipotle Mexican Grill, Inc. | 77.9 | $2,756 | 0.4% | $2,413 | $343(+14.2%) | Dec 4, 2023 | Consumer Cyclical | 1 / 1 | $35.40Nov 5, 2026 |
| ADBEAdobe Inc. | 10.7 | $2,635 | 0.4% | $3,274 | -$639(-19.5%) | Dec 4, 2023 | Technology | 2 / 3 | $246.44Nov 5, 2026 |
| CVXChevron Corporation | 11.7 | $2,489 | 0.4% | $804 | $1,685(+209.6%) | Dec 4, 2023 | Energy | 1 / 2 | $212.93Nov 5, 2026 |
| BACBank of America Corporation | 45.9 | $2,282 | 0.3% | $1,286 | $996(+77.4%) | Mar 16, 2023 | Financial Services | 2 / 2 | $49.76Nov 5, 2026 |
| TEAMAtlassian Corporation | 11.9 | $2,181 | 0.3% | $1,826 | $355(+19.4%) | Oct 9, 2020 | Technology | 1 / 1 | $183.29Nov 5, 2026 |
| CATCaterpillar Inc. | 3.9 | $2,146 | 0.3% | $858 | $1,288(+150.1%) | Dec 4, 2023 | Industrials | 2 / 2 | $553.64Nov 5, 2026 |
| MRKMerck & Co., Inc. | 13.1 | $1,918 | 0.3% | $894 | $1,025(+114.7%) | Jul 19, 2021 | Healthcare | 1 / 1 | $146.94Nov 5, 2026 |
| AMATApplied Materials, Inc. | 5.1 | $1,640 | 0.2% | $231 | $1,409(+608.7%) | Dec 4, 2023 | Technology | 1 / 3 | $319.25Nov 5, 2026 |
| HASIHA Sustainable Infrastructure Capital, Inc. | 38.0 | $1,508 | 0.2% | $1,430 | $78(+5.4%) | Oct 9, 2020 | Financial Services | 1 / 1 | $39.68Nov 5, 2026 |
| NKENIKE, Inc. | 26.6 | $1,054 | 0.2% | $2,218 | -$1,164(-52.5%) | Dec 4, 2023 | Consumer Cyclical | 1 / 1 | $39.56Nov 5, 2026 |
| BDXBecton, Dickinson and Company | 4.8 | $1,016 | 0.1% | $790 | $226(+28.6%) | Jun 22, 2021 | Healthcare | 1 / 1 | $213.55Nov 5, 2026 |
| UNHUnitedHealth Group Incorporated | 2.2 | $866 | 0.1% | $1,044 | -$177(-17.0%) | Dec 4, 2023 | Healthcare | 2 / 4 | $395.72Nov 5, 2026 |
| INTCIntel Corporation | 9.6 | $500 | 0.1% | $501 | -$1(-0.2%) | Jun 22, 2021 | Technology | 1 / 1 | $52.25Nov 5, 2026 |
| GOOGLAlphabet Inc. | 1.7 | $478 | 0.1% | $94 | $384(+409.0%) | Feb 23, 2023 | Communication Services | 1 / 3 | $282.57Nov 5, 2026 |
| FISVFiserv, Inc. | 7.1 | $448 | 0.1% | $768 | -$320(-41.6%) | Dec 4, 2023 | Unclassified | 2 / 2 | $62.74Nov 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
- Technology44.4%$307.7K
- Financial Services13.8%$95.2K
- Communication Services11.5%$79.6K
- Consumer Cyclical9.5%$65.6K
- Healthcare7.3%$50.3K
- Consumer Defensive4.9%$33.9K
- Industrials2.9%$20K
- Energy2.3%$16K
- ETF1.9%$13K
- Basic Materials1.5%$10.6K
- Unclassified0.1%$448
Excluded from the model
- 363 disclosed rows in total; 272 rows modelled.
- 85 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 6 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 35 sells had no modelled shares to sell ($367.6K 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.