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$749,138
69 positions
Invested (cum.)
Estimated$1,161,070
Sum of buy midpoints
Realized (cum.)
Estimated$589,008
Modelled sell proceeds
Return vs SPY
Estimated+15.3%
SPY with identical cash flows: +12.7%
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
69 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MUMicron Technology, Inc. | 95.7 | $62,833 | 8.4% | $8,076 | $54,756(+678.0%) | Oct 1, 2025 | Technology | 2 / 2 | $656.39Nov 5, 2026 |
| AAPLApple Inc. | 134.6 | $46,330 | 6.2% | $32,357 | $13,973(+43.2%) | Feb 2, 2026 | Technology | 3 / 2 | $344.17Nov 5, 2026 |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 116.1 | $40,985 | 5.5% | $26,607 | $14,378(+54.0%) | Feb 2, 2026 | Technology | 2 / 2 | $353.10Nov 5, 2026 |
| AMDAdvanced Micro Devices, Inc. | 95.4 | $38,593 | 5.2% | $16,001 | $22,592(+141.2%) | Feb 2, 2026 | Technology | 2 / 0 | $404.40Nov 5, 2026 |
| WSMWilliams-Sonoma, Inc. | 101.8 | $26,339 | 3.5% | $16,001 | $10,338(+64.6%) | Jul 25, 2025 | Consumer Cyclical | 2 / 0 | $258.61Nov 5, 2026 |
| VVisa Inc. | 50.8 | $21,466 | 2.9% | $16,001 | $5,465(+34.2%) | Jul 24, 2025 | Financial Services | 2 / 0 | $422.59Nov 5, 2026 |
| CSCOCisco Systems, Inc. | 221.7 | $21,219 | 2.8% | $16,001 | $5,218(+32.6%) | Feb 2, 2026 | Technology | 2 / 0 | $95.72Nov 5, 2026 |
| PGThe Procter & Gamble Company | 105.7 | $17,663 | 2.4% | $16,001 | $1,662(+10.4%) | Feb 2, 2026 | Consumer Defensive | 2 / 0 | $167.10Nov 5, 2026 |
| MCKMcKesson Corporation | 14.0 | $15,021 | 2.0% | $8,001 | $7,020(+87.7%) | Dec 18, 2024 | Healthcare | 1 / 0 | $1,072.00Nov 5, 2026 |
| WELLWelltower Inc. | 60.7 | $14,901 | 2.0% | $8,001 | $6,901(+86.3%) | Oct 23, 2024 | Real Estate | 1 / 0 | $245.43Nov 5, 2026 |
| INTCIntel Corporation | 278.2 | $14,535 | 1.9% | $8,001 | $6,534(+81.7%) | Sep 22, 2025 | Technology | 1 / 0 | $52.25Nov 5, 2026 |
| LOWLowe's Companies, Inc. | 62.8 | $14,270 | 1.9% | $16,001 | -$1,731(-10.8%) | Aug 8, 2025 | Consumer Cyclical | 2 / 0 | $227.24Nov 5, 2026 |
| NUENucor Corporation | 56.5 | $13,875 | 1.9% | $8,001 | $5,875(+73.4%) | Oct 23, 2024 | Basic Materials | 1 / 0 | $245.68Nov 5, 2026 |
| IBMInternational Business Machines Corporation | 53.2 | $13,158 | 1.8% | $16,001 | -$2,843(-17.8%) | Feb 2, 2026 | Technology | 2 / 0 | $247.11Nov 5, 2026 |
| GOOGLAlphabet Inc. | 44.8 | $12,655 | 1.7% | $8,001 | $4,655(+58.2%) | Jul 2, 2025 | Communication Services | 1 / 0 | $282.57Nov 5, 2026 |
| JPMJPMorgan Chase & Co. | 35.8 | $12,080 | 1.6% | $8,001 | $4,080(+51.0%) | Oct 23, 2024 | Financial Services | 1 / 0 | $337.34Nov 5, 2026 |
| MTDMettler-Toledo International Inc. | 7.1 | $11,965 | 1.6% | $8,827 | $3,138(+35.5%) | Dec 8, 2025 | Healthcare | 2 / 1 | $1,679.08Nov 5, 2026 |
| AIZAssurant, Inc. | 37.3 | $11,460 | 1.5% | $8,001 | $3,459(+43.2%) | Aug 26, 2025 | Financial Services | 1 / 0 | $306.87Nov 5, 2026 |
| PHParker-Hannifin Corporation | 12.7 | $11,337 | 1.5% | $8,001 | $3,336(+41.7%) | Oct 23, 2024 | Industrials | 1 / 0 | $892.29Nov 5, 2026 |
| TMOThermo Fisher Scientific Inc. | 16.7 | $11,323 | 1.5% | $8,001 | $3,322(+41.5%) | Jul 25, 2025 | Healthcare | 2 / 1 | $676.94Nov 5, 2026 |
| CVXChevron Corporation | 53.2 | $11,321 | 1.5% | $8,001 | $3,320(+41.5%) | Oct 23, 2024 | Energy | 1 / 0 | $212.93Nov 5, 2026 |
| DLTRDollar Tree, Inc. | 81.8 | $11,286 | 1.5% | $8,001 | $3,286(+41.1%) | Sep 17, 2025 | Consumer Defensive | 1 / 0 | $137.94Nov 5, 2026 |
| KOThe Coca-Cola Company | 117.7 | $11,268 | 1.5% | $8,001 | $3,268(+40.8%) | Nov 3, 2025 | Consumer Defensive | 1 / 0 | $95.73Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 42.9 | $11,155 | 1.5% | $8,620 | $2,535(+29.4%) | Oct 22, 2025 | Consumer Cyclical | 2 / 1 | $260.21Nov 5, 2026 |
| TRVThe Travelers Companies, Inc. | 26.2 | $10,571 | 1.4% | $8,001 | $2,570(+32.1%) | Feb 20, 2026 | Financial Services | 1 / 0 | $402.89Nov 5, 2026 |
| WFCWells Fargo & Company | 123.9 | $10,509 | 1.4% | $8,001 | $2,508(+31.4%) | Oct 23, 2024 | Financial Services | 1 / 0 | $84.80Nov 5, 2026 |
| PFEPfizer Inc. | 333.4 | $9,961 | 1.3% | $8,001 | $1,960(+24.5%) | Jun 17, 2025 | Healthcare | 1 / 0 | $29.88Nov 5, 2026 |
| PNCThe PNC Financial Services Group, Inc. | 42.5 | $9,639 | 1.3% | $8,001 | $1,638(+20.5%) | Oct 23, 2024 | Financial Services | 1 / 0 | $226.75Nov 5, 2026 |
| WATWaters Corporation | 21.2 | $9,590 | 1.3% | $8,266 | $1,324(+16.0%) | Dec 8, 2025 | Healthcare | 2 / 1 | $453.08Nov 5, 2026 |
| METAMeta Platforms, Inc. | 15.7 | $9,503 | 1.3% | $10,105 | -$602(-6.0%) | Feb 12, 2026 | Communication Services | 3 / 2 | $605.08Nov 5, 2026 |
| DHRDanaher Corporation | 40.8 | $9,243 | 1.2% | $8,001 | $1,243(+15.5%) | Apr 28, 2025 | Healthcare | 1 / 0 | $226.34Nov 5, 2026 |
| VRTXVertex Pharmaceuticals Incorporated | 17.0 | $9,234 | 1.2% | $8,001 | $1,233(+15.4%) | Oct 23, 2024 | Healthcare | 1 / 0 | $542.50Nov 5, 2026 |
| REGNRegeneron Pharmaceuticals, Inc. | 10.2 | $9,218 | 1.2% | $8,001 | $1,217(+15.2%) | Feb 12, 2026 | Healthcare | 1 / 0 | $902.90Nov 5, 2026 |
| DVNDevon Energy Corporation | 212.9 | $9,131 | 1.2% | $8,001 | $1,131(+14.1%) | Dec 8, 2025 | Energy | 1 / 0 | $42.88Nov 5, 2026 |
| MSFTMicrosoft Corporation | 17.0 | $9,092 | 1.2% | $7,398 | $1,694(+22.9%) | Feb 2, 2026 | Technology | 3 / 2 | $535.93Nov 5, 2026 |
| EXRExtra Space Storage Inc. | 55.4 | $8,875 | 1.2% | $8,001 | $875(+10.9%) | Feb 12, 2026 | Real Estate | 2 / 1 | $160.12Nov 5, 2026 |
| BAThe Boeing Company | 50.9 | $8,788 | 1.2% | $10,609 | -$1,821(-17.2%) | Feb 2, 2026 | Industrials | 2 / 1 | $172.50Nov 5, 2026 |
| DUKDuke Energy Corporation | 66.4 | $8,632 | 1.2% | $8,001 | $631(+7.9%) | Oct 23, 2024 | Utilities | 1 / 0 | $130.08Nov 5, 2026 |
| SYFSynchrony Financial | 115.2 | $8,530 | 1.1% | $8,001 | $530(+6.6%) | Jul 2, 2025 | Financial Services | 1 / 0 | $74.07Nov 5, 2026 |
| DISThe Walt Disney Company | 71.4 | $8,364 | 1.1% | $8,001 | $364(+4.5%) | Nov 3, 2025 | Communication Services | 1 / 0 | $117.22Nov 5, 2026 |
| AZNAstraZeneca PLC | 43.8 | $8,189 | 1.1% | $8,001 | $188(+2.3%) | Dec 8, 2025 | Healthcare | 1 / 0 | $186.85Nov 5, 2026 |
| UHSUniversal Health Services, Inc. | 38.3 | $7,615 | 1.0% | $8,001 | -$385(-4.8%) | Oct 23, 2025 | Healthcare | 1 / 1 | $198.59Nov 5, 2026 |
| GTESGates Industrial Corporation Ltd. | 312.9 | $7,372 | 1.0% | $8,001 | -$629(-7.9%) | Sep 22, 2025 | Industrials | 1 / 0 | $23.56Nov 5, 2026 |
| AAAlcoa Corporation | 191.0 | $7,340 | 1.0% | $8,001 | -$661(-8.3%) | Oct 23, 2024 | Basic Materials | 1 / 0 | $38.42Nov 5, 2026 |
| NEENextEra Energy, Inc. | 82.1 | $7,249 | 1.0% | $6,651 | $597(+9.0%) | Jan 15, 2025 | Utilities | 2 / 1 | $88.25Nov 5, 2026 |
| SFStifel Financial Corp. | 100.7 | $7,238 | 1.0% | $8,001 | -$763(-9.5%) | Nov 3, 2025 | Financial Services | 1 / 0 | $71.85Nov 5, 2026 |
| RELXRELX PLC | 171.0 | $7,086 | 0.9% | $8,001 | -$915(-11.4%) | Oct 22, 2025 | Industrials | 1 / 0 | $41.45Nov 5, 2026 |
| PEPPepsiCo, Inc. | 47.8 | $6,815 | 0.9% | $8,001 | -$1,185(-14.8%) | Feb 5, 2026 | Consumer Defensive | 1 / 0 | $142.71Nov 5, 2026 |
| TTWOTake-Two Interactive Software, Inc. | 31.3 | $6,670 | 0.9% | $6,825 | -$155(-2.3%) | Feb 12, 2026 | Communication Services | 2 / 1 | $213.36Nov 5, 2026 |
| DRSLeonardo DRS, Inc. | 197.8 | $6,527 | 0.9% | $8,001 | -$1,474(-18.4%) | Feb 2, 2026 | Industrials | 1 / 0 | $33.00Nov 5, 2026 |
| SAIASaia, Inc. | 19.4 | $6,495 | 0.9% | $8,001 | -$1,506(-18.8%) | Oct 23, 2024 | Industrials | 1 / 0 | $335.17Nov 5, 2026 |
| CMICummins Inc. | 13.2 | $5,926 | 0.8% | $8,001 | -$2,075(-25.9%) | Feb 4, 2026 | Industrials | 1 / 0 | $448.58Nov 5, 2026 |
| DYDycom Industries, Inc. | 28.5 | $5,486 | 0.7% | $8,001 | -$2,514(-31.4%) | Sep 22, 2025 | Industrials | 1 / 0 | $192.79Nov 5, 2026 |
| VSTVistra Corp. | 46.1 | $5,200 | 0.7% | $8,001 | -$2,800(-35.0%) | Feb 17, 2026 | Utilities | 1 / 0 | $112.89Nov 5, 2026 |
| BAHBooz Allen Hamilton Holding Corporation | 49.0 | $4,377 | 0.6% | $8,001 | -$3,623(-45.3%) | Oct 23, 2024 | Industrials | 1 / 0 | $89.32Nov 5, 2026 |
| GSThe Goldman Sachs Group, Inc. | 4.3 | $3,775 | 0.5% | $2,247 | $1,528(+68.0%) | Jul 24, 2025 | Financial Services | 1 / 1 | $868.95Nov 5, 2026 |
| PMPhilip Morris International Inc. | 16.9 | $3,410 | 0.5% | $2,224 | $1,186(+53.3%) | Feb 5, 2026 | Consumer Defensive | 1 / 1 | $201.50Nov 5, 2026 |
| WBDWarner Bros. Discovery, Inc. | 85.2 | $2,638 | 0.4% | $701 | $1,937(+276.1%) | Dec 8, 2025 | Communication Services | 1 / 2 | $30.95Oct 6, 2026 |
| BNYThe Bank of New York Mellon Corporation | 17.9 | $2,638 | 0.4% | $1,366 | $1,272(+93.1%) | Jul 2, 2025 | Financial Services | 1 / 1 | $147.49Nov 5, 2026 |
| UNHUnitedHealth Group Incorporated | 5.8 | $2,286 | 0.3% | $2,810 | -$524(-18.6%) | May 27, 2025 | Healthcare | 2 / 1 | $395.72Nov 5, 2026 |
| STTState Street Corporation | 12.2 | $2,009 | 0.3% | $1,184 | $824(+69.6%) | Nov 21, 2025 | Financial Services | 1 / 1 | $165.23Nov 5, 2026 |
| ICONIcon Energy Corp. | 1,960.9 | $1,961 | 0.3% | $8,001 | -$6,040(-75.5%) | Dec 8, 2025 | Industrials | 1 / 0 | $1.00Nov 5, 2026 |
| ABBVAbbVie Inc. | 5.7 | $1,654 | 0.2% | $1,104 | $550(+49.9%) | Dec 8, 2025 | Healthcare | 2 / 2 | $288.24Nov 5, 2026 |
| GLOBGlobant S.A. | 32.2 | $1,584 | 0.2% | $3,695 | -$2,111(-57.1%) | Aug 8, 2025 | Technology | 2 / 1 | $49.24Nov 5, 2026 |
| DBXDropbox, Inc. | 18.0 | $644 | 0.1% | $465 | $180(+38.7%) | Apr 22, 2025 | Technology | 1 / 1 | $35.76Nov 5, 2026 |
| CIThe Cigna Group | 1.5 | $439 | 0.1% | $463 | -$23(-5.1%) | Apr 22, 2025 | Healthcare | 1 / 1 | $301.48Nov 5, 2026 |
| ABTAbbott Laboratories | 2.8 | $323 | 0.0% | $333 | -$10(-2.9%) | Dec 8, 2025 | Healthcare | 1 / 1 | $113.60Nov 5, 2026 |
| AIGAmerican International Group, Inc. | 1.9 | $157 | 0.0% | $153 | $5(+3.0%) | Jul 25, 2025 | Financial Services | 1 / 1 | $80.93Nov 5, 2026 |
| SYKStryker Corporation | 0.4 | $120 | 0.0% | $130 | -$10(-7.8%) | Oct 16, 2025 | Healthcare | 1 / 1 | $335.08Nov 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
- Technology33.2%$249K
- Healthcare14.2%$106.2K
- Financial Services13.4%$100.1K
- Industrials8.7%$65.4K
- Consumer Cyclical6.9%$51.8K
- Consumer Defensive6.7%$50.4K
- Communication Services5.3%$39.8K
- Real Estate3.2%$23.8K
- Basic Materials2.8%$21.2K
- Utilities2.8%$21.1K
- Energy2.7%$20.5K
Excluded from the model
- 257 disclosed rows in total; 228 rows modelled.
- 20 rows had no published ticker (match confidence below the publish threshold).
- 9 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.
- 46 sells had no modelled shares to sell ($123K 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.