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$1,633,417
39 positions
Invested (cum.)
Estimated$2,992,555
Sum of buy midpoints
Realized (cum.)
Estimated$1,867,276
Modelled sell proceeds
Return vs SPY
Estimated+17.0%
SPY with identical cash flows: +21.4%
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
39 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | 1,214.6 | $220,573 | 13.5% | $32,501 | $188,072(+578.7%) | Apr 14, 2023 | Technology | 1 / 0 | $181.60Nov 5, 2026 |
| CAHCardinal Health, Inc. | 709.0 | $189,873 | 11.6% | $75,001 | $114,872(+153.2%) | Jan 12, 2024 | Healthcare | 1 / 0 | $267.82Nov 5, 2026 |
| MARMarriott International, Inc. | 343.6 | $143,369 | 8.8% | $65,001 | $78,368(+120.6%) | Oct 11, 2023 | Consumer Cyclical | 2 / 0 | $417.28Nov 5, 2026 |
| CCitigroup Inc. | 1,065.2 | $126,169 | 7.7% | $123,502 | $2,667(+2.2%) | Feb 11, 2026 | Financial Services | 4 / 0 | $118.45Nov 5, 2026 |
| BNYThe Bank of New York Mellon Corporation | 698.7 | $103,046 | 6.3% | $83,001 | $20,045(+24.1%) | Feb 17, 2026 | Financial Services | 2 / 0 | $147.49Nov 5, 2026 |
| PHParker-Hannifin Corporation | 105.0 | $93,693 | 5.7% | $32,501 | $61,193(+188.3%) | Jan 9, 2023 | Industrials | 1 / 0 | $892.29Nov 5, 2026 |
| ELThe Estée Lauder Companies Inc. | 784.8 | $84,481 | 5.2% | $75,001 | $9,480(+12.6%) | Sep 28, 2026 | Consumer Defensive | 2 / 1 | $107.65Nov 5, 2026 |
| SPGSimon Property Group, Inc. | 350.8 | $79,469 | 4.9% | $65,001 | $14,468(+22.3%) | Apr 20, 2026 | Real Estate | 2 / 0 | $226.55Nov 5, 2026 |
| JPMJPMorgan Chase & Co. | 194.8 | $65,698 | 4.0% | $40,501 | $25,197(+62.2%) | Jan 20, 2026 | Financial Services | 2 / 0 | $337.34Nov 5, 2026 |
| AMATApplied Materials, Inc. | 184.2 | $58,822 | 3.6% | $36,953 | $21,869(+59.2%) | Nov 27, 2024 | Technology | 1 / 1 | $319.25Nov 5, 2026 |
| AMEAMETEK, Inc. | 227.2 | $50,663 | 3.1% | $32,501 | $18,162(+55.9%) | Jan 23, 2023 | Industrials | 1 / 0 | $222.99Nov 5, 2026 |
| DDOGDatadog, Inc. | 279.1 | $48,735 | 3.0% | $75,001 | -$26,266(-35.0%) | Sep 28, 2026 | Technology | 1 / 0 | $174.60Nov 5, 2026 |
| BPBP p.l.c. | 887.4 | $39,665 | 2.4% | $40,501 | -$836(-2.1%) | Mar 20, 2026 | Energy | 3 / 1 | $44.70Nov 5, 2026 |
| GEVGE Vernova Inc. | 44.7 | $34,475 | 2.1% | $32,501 | $1,975(+6.1%) | Jan 30, 2026 | Industrials | 1 / 0 | $770.51Nov 5, 2026 |
| VSATViasat, Inc. | 530.2 | $31,482 | 1.9% | $23,450 | $8,032(+34.3%) | Sep 28, 2026 | Technology | 1 / 2 | $59.38Nov 5, 2026 |
| MCKMcKesson Corporation | 27.7 | $29,650 | 1.8% | $18,248 | $11,402(+62.5%) | Jun 15, 2026 | Healthcare | 4 / 2 | $1,072.00Nov 5, 2026 |
| GHGuardant Health, Inc. | 183.3 | $28,120 | 1.7% | $32,501 | -$4,380(-13.5%) | Sep 28, 2026 | Healthcare | 1 / 0 | $153.43Nov 5, 2026 |
| IBMInternational Business Machines Corporation | 89.5 | $22,110 | 1.4% | $23,269 | -$1,159(-5.0%) | Feb 17, 2026 | Technology | 3 / 3 | $247.11Nov 5, 2026 |
| EMEEMCOR Group, Inc. | 35.6 | $21,195 | 1.3% | $8,001 | $13,194(+164.9%) | Aug 29, 2023 | Industrials | 1 / 0 | $595.32Nov 5, 2026 |
| HOODRobinhood Markets, Inc. | 209.0 | $16,380 | 1.0% | $27,726 | -$11,346(-40.9%) | Jan 20, 2026 | Financial Services | 3 / 2 | $78.39Nov 5, 2026 |
| METAMeta Platforms, Inc. | 24.9 | $15,050 | 0.9% | $14,534 | $516(+3.5%) | Nov 11, 2025 | Communication Services | 4 / 2 | $605.08Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 53.5 | $13,914 | 0.9% | $10,783 | $3,131(+29.0%) | Mar 9, 2026 | Consumer Cyclical | 5 / 3 | $260.21Nov 5, 2026 |
| MELIMercadoLibre, Inc. | 8.5 | $13,026 | 0.8% | $11,064 | $1,962(+17.7%) | Dec 10, 2025 | Consumer Cyclical | 1 / 1 | $1,530.28Nov 5, 2026 |
| GOOGLAlphabet Inc. | 45.2 | $12,778 | 0.8% | $5,540 | $7,239(+130.7%) | Apr 21, 2025 | Communication Services | 1 / 1 | $282.57Nov 5, 2026 |
| SHOPShopify Inc. | 80.5 | $11,574 | 0.7% | $12,932 | -$1,358(-10.5%) | Feb 3, 2026 | Technology | 3 / 2 | $143.75Nov 5, 2026 |
| STTState Street Corporation | 67.0 | $11,069 | 0.7% | $8,001 | $3,068(+38.3%) | Nov 11, 2025 | Financial Services | 1 / 0 | $165.23Nov 5, 2026 |
| CHDChurch & Dwight Co., Inc. | 92.5 | $10,296 | 0.6% | $9,904 | $391(+4.0%) | May 14, 2025 | Consumer Defensive | 4 / 2 | $111.33Nov 5, 2026 |
| WELLWelltower Inc. | 38.5 | $9,446 | 0.6% | $8,001 | $1,445(+18.1%) | Feb 11, 2026 | Real Estate | 1 / 0 | $245.43Nov 5, 2026 |
| GSThe Goldman Sachs Group, Inc. | 9.8 | $8,536 | 0.5% | $5,819 | $2,717(+46.7%) | Apr 7, 2025 | Financial Services | 2 / 1 | $868.95Nov 5, 2026 |
| HLTHilton Worldwide Holdings Inc. | 23.0 | $8,520 | 0.5% | $8,001 | $519(+6.5%) | Jun 15, 2026 | Consumer Cyclical | 1 / 0 | $369.64Nov 5, 2026 |
| WMBThe Williams Companies, Inc. | 131.2 | $8,428 | 0.5% | $7,832 | $596(+7.6%) | Apr 23, 2025 | Energy | 2 / 1 | $64.25Nov 5, 2026 |
| PANWPalo Alto Networks, Inc. | 22.2 | $6,987 | 0.4% | $3,351 | $3,636(+108.5%) | Feb 5, 2026 | Technology | 2 / 2 | $314.67Nov 5, 2026 |
| SPHRSphere Entertainment Co. | 51.8 | $5,821 | 0.4% | $8,001 | -$2,179(-27.2%) | Jun 15, 2026 | Communication Services | 1 / 0 | $112.33Nov 5, 2026 |
| KKRKKR & Co. Inc. | 39.5 | $3,885 | 0.2% | $5,029 | -$1,144(-22.8%) | Apr 4, 2025 | Financial Services | 2 / 1 | $98.30Nov 5, 2026 |
| CRMSalesforce, Inc. | 15.5 | $3,452 | 0.2% | $4,356 | -$904(-20.8%) | Mar 11, 2025 | Technology | 2 / 2 | $222.41Nov 5, 2026 |
| AESThe AES Corporation | 118.7 | $1,767 | 0.1% | $2,098 | -$331(-15.8%) | Sep 19, 2024 | Utilities | 1 / 1 | $14.89Nov 5, 2026 |
| LINLinde plc | 1.0 | $508 | 0.0% | $378 | $130(+34.5%) | May 7, 2025 | Basic Materials | 2 / 1 | $521.23Nov 5, 2026 |
| REGNRegeneron Pharmaceuticals, Inc. | 0.4 | $363 | 0.0% | $324 | $39(+12.1%) | Nov 13, 2024 | Healthcare | 2 / 2 | $902.90Nov 5, 2026 |
| NFLXNetflix, Inc. | 5.1 | $331 | 0.0% | $486 | -$155(-31.8%) | Dec 8, 2025 | Communication Services | 1 / 1 | $65.56Nov 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
- Technology24.7%$403.7K
- Financial Services20.5%$334.8K
- Healthcare15.2%$248K
- Industrials12.2%$200K
- Consumer Cyclical10.9%$178.8K
- Consumer Defensive5.8%$94.8K
- Real Estate5.4%$88.9K
- Energy2.9%$48.1K
- Communication Services2.1%$34K
- Utilities0.1%$1.8K
- Basic Materials0.0%$508
Excluded from the model
- 201 disclosed rows in total; 196 rows modelled.
- 5 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.
- 41 sells had no modelled shares to sell ($717.3K 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.