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$145,331
25 positions
Invested (cum.)
Estimated$920,058
Sum of buy midpoints
Realized (cum.)
Estimated$823,732
Modelled sell proceeds
Return vs SPY
Estimated+5.3%
SPY with identical cash flows: +3.5%
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
25 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MMM3M Company | 218.3 | $40,999 | 28.2% | $28,655 | $12,343(+43.1%) | Dec 18, 2025 | Industrials | 6 / 3 | $187.77Nov 5, 2026 |
| BNYThe Bank of New York Mellon Corporation | 133.1 | $19,626 | 13.5% | $12,083 | $7,543(+62.4%) | Dec 18, 2025 | Financial Services | 4 / 3 | $147.49Nov 5, 2026 |
| DGDollar General Corporation | 116.7 | $16,101 | 11.1% | $8,001 | $8,101(+101.3%) | Jan 15, 2025 | Consumer Defensive | 1 / 0 | $138.00Nov 5, 2026 |
| CRLCharles River Laboratories International, Inc. | 46.0 | $14,400 | 9.9% | $8,001 | $6,400(+80.0%) | Jan 15, 2025 | Healthcare | 1 / 0 | $313.02Nov 5, 2026 |
| COFCapital One Financial Corporation | 64.2 | $13,088 | 9.0% | $12,069 | $1,019(+8.4%) | Dec 18, 2025 | Financial Services | 4 / 3 | $203.84Nov 5, 2026 |
| AAgilent Technologies, Inc. | 63.5 | $10,913 | 7.5% | $8,001 | $2,912(+36.4%) | Sep 23, 2025 | Healthcare | 1 / 3 | $171.78Nov 5, 2026 |
| GOOGAlphabet Inc. | 34.9 | $9,821 | 6.8% | $9,310 | $510(+5.5%) | Dec 18, 2025 | Communication Services | 3 / 3 | $281.74Nov 5, 2026 |
| DOWDow Inc. | 198.0 | $6,333 | 4.4% | $8,001 | -$1,667(-20.8%) | Jan 15, 2025 | Basic Materials | 1 / 0 | $31.98Nov 5, 2026 |
| PLTRPalantir Technologies Inc. | 32.4 | $5,021 | 3.5% | $2,794 | $2,228(+79.7%) | Jun 30, 2025 | Technology | 2 / 2 | $154.99Nov 5, 2026 |
| HASHasbro, Inc. | 13.7 | $1,639 | 1.1% | $770 | $869(+112.9%) | Apr 1, 2025 | Consumer Cyclical | 1 / 1 | $119.54Nov 5, 2026 |
| DLTRDollar Tree, Inc. | 7.5 | $1,041 | 0.7% | $531 | $510(+96.1%) | Apr 1, 2025 | Consumer Defensive | 1 / 1 | $137.94Nov 5, 2026 |
| HSYThe Hershey Company | 5.6 | $986 | 0.7% | $843 | $143(+16.9%) | Apr 1, 2025 | Consumer Defensive | 1 / 1 | $177.43Nov 5, 2026 |
| EIXEdison International | 15.7 | $955 | 0.7% | $827 | $129(+15.6%) | Apr 1, 2025 | Utilities | 1 / 1 | $60.88Nov 5, 2026 |
| ESEversource Energy | 12.5 | $897 | 0.6% | $706 | $191(+27.0%) | Apr 1, 2025 | Utilities | 1 / 1 | $71.92Nov 5, 2026 |
| SBACSBA Communications Corporation | 4.3 | $824 | 0.6% | $842 | -$18(-2.1%) | Apr 1, 2025 | Real Estate | 1 / 1 | $193.08Nov 5, 2026 |
| SMCISuper Micro Computer, Inc. | 29.9 | $810 | 0.6% | $927 | -$117(-12.6%) | Apr 1, 2025 | Technology | 1 / 1 | $27.08Nov 5, 2026 |
| FFord Motor Company | 61.9 | $776 | 0.5% | $571 | $204(+35.8%) | Apr 1, 2025 | Consumer Cyclical | 1 / 1 | $12.53Nov 5, 2026 |
| BAThe Boeing Company | 4.0 | $693 | 0.5% | $762 | -$69(-9.1%) | Dec 3, 2025 | Industrials | 3 / 3 | $172.50Nov 5, 2026 |
| DGXQuest Diagnostics Incorporated | 0.8 | $200 | 0.1% | $138 | $62(+44.9%) | Nov 3, 2025 | Healthcare | 1 / 2 | $254.74Nov 5, 2026 |
| TAPMolson Coors Beverage Company | 1.3 | $55 | 0.0% | $58 | -$2(-4.2%) | Sep 25, 2025 | Consumer Defensive | 1 / 2 | $42.23Nov 5, 2026 |
| FCXFreeport-McMoRan Inc. | 0.9 | $54 | 0.0% | $36 | $19(+52.5%) | Apr 1, 2025 | Basic Materials | 1 / 1 | $57.90Nov 5, 2026 |
| SRESempra | 0.5 | $38 | 0.0% | $41 | -$3(-7.2%) | Sep 25, 2025 | Utilities | 1 / 2 | $79.83Nov 5, 2026 |
| KEYKeyCorp | 1.6 | $33 | 0.0% | $30 | $4(+11.8%) | Sep 25, 2025 | Financial Services | 1 / 2 | $20.96Nov 5, 2026 |
| MNSTMonster Beverage Corporation | 0.4 | $20 | 0.0% | $14 | $7(+48.4%) | Sep 25, 2025 | Consumer Defensive | 1 / 3 | $47.83Nov 5, 2026 |
| NOWServiceNow, Inc. | 0.1 | $8 | 0.0% | $13 | -$5(-40.0%) | Dec 9, 2025 | Technology | 1 / 2 | $102.36Nov 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
- Industrials28.7%$41.7K
- Financial Services22.5%$32.7K
- Healthcare17.6%$25.5K
- Consumer Defensive12.5%$18.2K
- Communication Services6.8%$9.8K
- Basic Materials4.4%$6.4K
- Technology4.0%$5.8K
- Consumer Cyclical1.7%$2.4K
- Utilities1.3%$1.9K
- Real Estate0.6%$824
Excluded from the model
- 587 disclosed rows in total; 575 rows modelled.
- 6 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 2 rows had no closing price within the lookup window of the trade date.
- 4 rows were an exchange or an unknown transaction type.
- 206 sells had no modelled shares to sell ($3M 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.