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$3,766,543
97 positions
Invested (cum.)
Estimated$3,982,710
Sum of buy midpoints
Realized (cum.)
Estimated$1,963,034
Modelled sell proceeds
Return vs SPY
Estimated+43.9%
SPY with identical cash flows: +39.6%
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
97 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | 4,532.2 | $823,045 | 21.9% | $81,403 | $741,643(+911.1%) | Jul 2, 2024 | Technology | 10 / 11 | $181.60Nov 5, 2026 |
| MSFTMicrosoft Corporation | 606.7 | $325,143 | 8.6% | $195,458 | $129,685(+66.3%) | Jul 2, 2024 | Technology | 17 / 2 | $535.93Nov 5, 2026 |
| GRMNGarmin Ltd. | 563.5 | $161,390 | 4.3% | $91,002 | $70,388(+77.3%) | Jul 2, 2024 | Technology | 3 / 0 | $286.40Nov 5, 2026 |
| MAMastercard Incorporated | 198.8 | $130,408 | 3.5% | $80,504 | $49,904(+62.0%) | Jul 2, 2024 | Financial Services | 7 / 0 | $655.92Nov 5, 2026 |
| PKGPackaging Corporation of America | 514.3 | $127,962 | 3.4% | $73,768 | $54,193(+73.5%) | Jul 2, 2024 | Consumer Cyclical | 7 / 1 | $248.80Nov 5, 2026 |
| LRCXLam Research Corporation | 562.2 | $104,120 | 2.8% | $34,774 | $69,346(+199.4%) | Jul 2, 2024 | Technology | 7 / 4 | $185.20Nov 5, 2026 |
| AVGOBroadcom Inc. | 341.5 | $99,551 | 2.6% | $16,117 | $83,434(+517.7%) | Oct 12, 2022 | Technology | 3 / 1 | $291.53Nov 5, 2026 |
| COSTCostco Wholesale Corporation | 92.8 | $98,876 | 2.6% | $63,383 | $35,493(+56.0%) | Jul 2, 2024 | Consumer Defensive | 6 / 1 | $1,065.59Nov 5, 2026 |
| CFGCitizens Financial Group, Inc. | 1,466.2 | $93,587 | 2.5% | $48,502 | $45,085(+93.0%) | Jan 23, 2024 | Financial Services | 8 / 4 | $63.83Nov 5, 2026 |
| WMTWalmart Inc. | 693.8 | $88,617 | 2.4% | $34,107 | $54,510(+159.8%) | Jul 2, 2024 | Consumer Defensive | 7 / 3 | $127.72Nov 5, 2026 |
| CRMSalesforce, Inc. | 373.0 | $82,948 | 2.2% | $88,504 | -$5,556(-6.3%) | Jul 2, 2024 | Technology | 8 / 0 | $222.41Nov 5, 2026 |
| MRKMerck & Co., Inc. | 558.1 | $82,009 | 2.2% | $64,503 | $17,506(+27.1%) | Jul 2, 2024 | Healthcare | 6 / 1 | $146.94Nov 5, 2026 |
| JNJJohnson & Johnson | 299.1 | $81,449 | 2.2% | $47,716 | $33,733(+70.7%) | Jul 2, 2024 | Healthcare | 8 / 2 | $272.32Nov 5, 2026 |
| MSCIMSCI Inc. | 118.6 | $77,782 | 2.1% | $64,503 | $13,280(+20.6%) | Jul 2, 2024 | Financial Services | 5 / 0 | $655.91Nov 5, 2026 |
| PGThe Procter & Gamble Company | 438.2 | $73,228 | 1.9% | $64,665 | $8,564(+13.2%) | Jul 2, 2024 | Consumer Defensive | 10 / 2 | $167.10Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 281.3 | $73,199 | 1.9% | $33,029 | $40,170(+121.6%) | Oct 12, 2022 | Consumer Cyclical | 5 / 2 | $260.21Nov 5, 2026 |
| APDAir Products and Chemicals, Inc. | 233.2 | $72,188 | 1.9% | $63,224 | $8,965(+14.2%) | Jul 2, 2024 | Basic Materials | 7 / 2 | $309.49Nov 5, 2026 |
| TJXThe TJX Companies, Inc. | 415.3 | $57,562 | 1.5% | $37,489 | $20,073(+53.5%) | Jul 2, 2024 | Consumer Cyclical | 7 / 4 | $138.59Nov 5, 2026 |
| CNCCentene Corporation | 767.0 | $56,891 | 1.5% | $52,129 | $4,762(+9.1%) | Jul 2, 2024 | Healthcare | 8 / 2 | $74.17Nov 5, 2026 |
| AAPLApple Inc. | 157.9 | $54,334 | 1.4% | $31,919 | $22,416(+70.2%) | Jul 2, 2024 | Technology | 9 / 8 | $344.17Nov 5, 2026 |
| MDTMedtronic plc | 458.3 | $48,053 | 1.3% | $39,573 | $8,479(+21.4%) | Jul 2, 2024 | Healthcare | 9 / 4 | $104.84Nov 5, 2026 |
| HDThe Home Depot, Inc. | 125.4 | $43,868 | 1.2% | $39,943 | $3,925(+9.8%) | Jul 2, 2024 | Consumer Cyclical | 7 / 2 | $349.94Nov 5, 2026 |
| EXPDExpeditors International of Washington, Inc. | 231.4 | $43,705 | 1.2% | $24,002 | $19,704(+82.1%) | Jul 2, 2024 | Industrials | 3 / 0 | $188.87Nov 5, 2026 |
| ABTAbbott Laboratories | 378.8 | $43,037 | 1.1% | $40,585 | $2,452(+6.0%) | Jul 2, 2024 | Healthcare | 7 / 2 | $113.60Nov 5, 2026 |
| JPMJPMorgan Chase & Co. | 126.4 | $42,633 | 1.1% | $15,010 | $27,623(+184.0%) | Jan 23, 2024 | Financial Services | 5 / 4 | $337.34Nov 5, 2026 |
| AMGNAmgen Inc. | 84.9 | $39,092 | 1.0% | $24,002 | $15,091(+62.9%) | Jul 2, 2024 | Healthcare | 6 / 6 | $460.28Nov 5, 2026 |
| WELLWelltower Inc. | 138.2 | $33,907 | 0.9% | $8,001 | $25,907(+323.8%) | Oct 12, 2022 | Real Estate | 1 / 0 | $245.43Nov 5, 2026 |
| AMATApplied Materials, Inc. | 105.3 | $33,603 | 0.9% | $8,001 | $25,602(+320.0%) | Oct 12, 2022 | Technology | 1 / 0 | $319.25Nov 5, 2026 |
| LLYEli Lilly and Company | 24.1 | $32,927 | 0.9% | $8,001 | $24,926(+311.6%) | Jul 15, 2022 | Healthcare | 1 / 0 | $1,364.73Nov 5, 2026 |
| SYYSysco Corporation | 431.1 | $32,435 | 0.9% | $33,002 | -$568(-1.7%) | Jul 2, 2024 | Consumer Defensive | 5 / 1 | $75.24Nov 5, 2026 |
| XOMExxonMobil Holdings Corporation | 185.1 | $30,595 | 0.8% | $16,001 | $14,594(+91.2%) | Aug 5, 2022 | Energy | 2 / 0 | $165.30Nov 5, 2026 |
| ABBVAbbVie Inc. | 96.0 | $27,663 | 0.7% | $16,001 | $11,662(+72.9%) | Jul 2, 2024 | Healthcare | 5 / 6 | $288.24Nov 5, 2026 |
| QCOMQUALCOMM Incorporated | 175.1 | $27,454 | 0.7% | $24,401 | $3,053(+12.5%) | Jul 2, 2024 | Technology | 6 / 4 | $156.75Nov 5, 2026 |
| INTCIntel Corporation | 523.0 | $27,327 | 0.7% | $16,001 | $11,326(+70.8%) | Oct 12, 2022 | Technology | 2 / 2 | $52.25Nov 5, 2026 |
| VVisa Inc. | 61.4 | $25,937 | 0.7% | $16,363 | $9,574(+58.5%) | Jul 2, 2024 | Financial Services | 6 / 7 | $422.59Nov 5, 2026 |
| TSLATesla, Inc. | 71.6 | $24,621 | 0.7% | $17,118 | $7,503(+43.8%) | Oct 12, 2022 | Consumer Cyclical | 3 / 1 | $343.69Nov 5, 2026 |
| GOOGAlphabet Inc. | 86.1 | $24,261 | 0.6% | $9,860 | $14,400(+146.0%) | Jul 2, 2024 | Communication Services | 4 / 5 | $281.74Nov 5, 2026 |
| CVXChevron Corporation | 110.2 | $23,464 | 0.6% | $16,001 | $7,463(+46.6%) | Aug 5, 2022 | Energy | 2 / 0 | $212.93Nov 5, 2026 |
| ACNAccenture plc | 81.7 | $21,652 | 0.6% | $22,956 | -$1,303(-5.7%) | Jul 2, 2024 | Technology | 7 / 7 | $265.16Nov 5, 2026 |
| TMOThermo Fisher Scientific Inc. | 30.8 | $20,868 | 0.6% | $16,001 | $4,867(+30.4%) | Oct 12, 2022 | Healthcare | 2 / 0 | $676.94Nov 5, 2026 |
| FDXFedEx Corporation | 64.9 | $20,573 | 0.5% | $8,001 | $12,572(+157.1%) | Oct 12, 2022 | Industrials | 1 / 0 | $316.80Nov 5, 2026 |
| METAMeta Platforms, Inc. | 33.7 | $20,393 | 0.5% | $5,591 | $14,802(+264.7%) | Oct 12, 2022 | Communication Services | 2 / 3 | $605.08Nov 5, 2026 |
| PMPhilip Morris International Inc. | 88.7 | $17,876 | 0.5% | $8,001 | $9,876(+123.4%) | Jul 15, 2022 | Consumer Defensive | 1 / 0 | $201.50Nov 5, 2026 |
| VZVerizon Communications Inc. | 381.0 | $17,574 | 0.5% | $16,001 | $1,573(+9.8%) | Oct 12, 2022 | Communication Services | 2 / 0 | $46.12Nov 5, 2026 |
| CBChubb Limited | 45.6 | $16,935 | 0.4% | $8,322 | $8,613(+103.5%) | Jul 2, 2024 | Financial Services | 4 / 4 | $371.63Nov 5, 2026 |
| WFCWells Fargo & Company | 199.5 | $16,918 | 0.4% | $8,361 | $8,557(+102.3%) | Aug 3, 2022 | Financial Services | 2 / 1 | $84.80Nov 5, 2026 |
| MMM3M Company | 87.8 | $16,491 | 0.4% | $8,001 | $8,491(+106.1%) | Oct 12, 2022 | Industrials | 1 / 0 | $187.77Nov 5, 2026 |
| LINLinde plc | 28.9 | $15,056 | 0.4% | $8,001 | $7,055(+88.2%) | Jul 15, 2022 | Basic Materials | 1 / 0 | $521.23Nov 5, 2026 |
| BRK-BBerkshire Hathaway Inc. | 25.8 | $14,776 | 0.4% | $7,361 | $7,415(+100.7%) | Oct 12, 2022 | Financial Services | 2 / 1 | $572.33Nov 5, 2026 |
| TXNTexas Instruments Incorporated | 52.8 | $14,684 | 0.4% | $8,001 | $6,683(+83.5%) | Oct 12, 2022 | Technology | 1 / 0 | $278.15Nov 5, 2026 |
| PEPPepsiCo, Inc. | 92.6 | $13,213 | 0.4% | $16,001 | -$2,788(-17.4%) | Aug 5, 2022 | Consumer Defensive | 2 / 0 | $142.71Nov 5, 2026 |
| AEPAmerican Electric Power Company, Inc. | 97.9 | $12,408 | 0.3% | $8,001 | $4,407(+55.1%) | Oct 12, 2022 | Utilities | 1 / 0 | $126.77Nov 5, 2026 |
| AEEAmeren Corporation | 106.8 | $12,043 | 0.3% | $8,001 | $4,043(+50.5%) | Oct 12, 2022 | Utilities | 1 / 0 | $112.81Nov 5, 2026 |
| PPLPPL Corporation | 333.6 | $12,011 | 0.3% | $8,001 | $4,010(+50.1%) | Oct 12, 2022 | Utilities | 1 / 0 | $36.00Nov 5, 2026 |
| BACBank of America Corporation | 217.7 | $10,834 | 0.3% | $7,263 | $3,571(+49.2%) | Oct 12, 2022 | Financial Services | 3 / 2 | $49.76Nov 5, 2026 |
| NOWServiceNow, Inc. | 104.2 | $10,669 | 0.3% | $10,601 | $68(+0.6%) | Jun 15, 2022 | Technology | 4 / 2 | $102.36Nov 5, 2026 |
| LOWLowe's Companies, Inc. | 44.2 | $10,041 | 0.3% | $8,306 | $1,735(+20.9%) | Aug 3, 2022 | Consumer Cyclical | 2 / 1 | $227.24Nov 5, 2026 |
| ALLYAlly Financial Inc. | 236.1 | $9,169 | 0.2% | $8,001 | $1,169(+14.6%) | Jul 20, 2022 | Financial Services | 1 / 0 | $38.83Nov 5, 2026 |
| NEENextEra Energy, Inc. | 101.6 | $8,970 | 0.2% | $8,001 | $970(+12.1%) | Jul 15, 2022 | Utilities | 1 / 0 | $88.25Nov 5, 2026 |
| INTUIntuit Inc. | 23.6 | $8,373 | 0.2% | $10,107 | -$1,734(-17.2%) | Jul 2, 2024 | Technology | 7 / 7 | $354.84Nov 5, 2026 |
| DHRDanaher Corporation | 35.3 | $7,986 | 0.2% | $8,001 | -$15(-0.2%) | Jul 15, 2022 | Healthcare | 1 / 0 | $226.34Nov 5, 2026 |
| KMBKimberly-Clark Corporation | 70.9 | $7,830 | 0.2% | $8,001 | -$170(-2.1%) | Oct 12, 2022 | Consumer Defensive | 1 / 0 | $110.46Nov 5, 2026 |
| CMCSAComcast Corporation | 297.5 | $7,424 | 0.2% | $8,001 | -$577(-7.2%) | Oct 12, 2022 | Communication Services | 2 / 1 | $24.95Nov 5, 2026 |
| INVHInvitation Homes Inc. | 248.5 | $6,848 | 0.2% | $8,001 | -$1,153(-14.4%) | Oct 12, 2022 | Real Estate | 1 / 0 | $27.56Nov 5, 2026 |
| CVSCVS Health Corporation | 83.9 | $6,823 | 0.2% | $8,001 | -$1,178(-14.7%) | Jul 15, 2022 | Healthcare | 1 / 0 | $81.33Nov 5, 2026 |
| BMYBristol-Myers Squibb Company | 105.8 | $6,676 | 0.2% | $8,001 | -$1,324(-16.5%) | Jul 15, 2022 | Healthcare | 1 / 0 | $63.13Nov 5, 2026 |
| UNHUnitedHealth Group Incorporated | 14.1 | $5,561 | 0.1% | $7,482 | -$1,921(-25.7%) | Oct 12, 2022 | Healthcare | 2 / 1 | $395.72Nov 5, 2026 |
| MTCHMatch Group, Inc. | 104.5 | $4,094 | 0.1% | $15,928 | -$11,834(-74.3%) | Jun 10, 2022 | Communication Services | 7 / 1 | $39.16Nov 5, 2026 |
| HCAHCA Healthcare, Inc. | 7.8 | $3,950 | 0.1% | $1,392 | $2,558(+183.8%) | Aug 3, 2022 | Healthcare | 1 / 1 | $507.48Nov 5, 2026 |
| CAHCardinal Health, Inc. | 10.7 | $2,865 | 0.1% | $596 | $2,269(+380.9%) | Aug 3, 2022 | Healthcare | 1 / 1 | $267.82Nov 5, 2026 |
| CHTRCharter Communications, Inc. | 19.7 | $2,477 | 0.1% | $8,001 | -$5,523(-69.0%) | Sep 12, 2022 | Communication Services | 2 / 1 | $125.86Nov 5, 2026 |
| ADBEAdobe Inc. | 8.6 | $2,121 | 0.1% | $3,513 | -$1,392(-39.6%) | Oct 12, 2022 | Technology | 3 / 2 | $246.44Nov 5, 2026 |
| AMPAmeriprise Financial, Inc. | 3.4 | $1,747 | 0.0% | $830 | $917(+110.4%) | Aug 3, 2022 | Financial Services | 1 / 1 | $509.32Nov 5, 2026 |
| MPCMarathon Petroleum Corporation | 3.8 | $1,427 | 0.0% | $336 | $1,091(+325.0%) | Aug 3, 2022 | Energy | 1 / 1 | $377.32Nov 5, 2026 |
| LMTLockheed Martin Corporation | 2.0 | $1,172 | 0.0% | $894 | $278(+31.0%) | Jul 2, 2024 | Industrials | 5 / 7 | $576.16Nov 5, 2026 |
| ITGartner, Inc. | 3.8 | $755 | 0.0% | $966 | -$211(-21.9%) | Aug 3, 2022 | Technology | 1 / 1 | $198.07Nov 5, 2026 |
| LHXL3Harris Technologies, Inc. | 2.5 | $648 | 0.0% | $563 | $85(+15.0%) | Aug 3, 2022 | Industrials | 1 / 1 | $258.11Nov 5, 2026 |
| MOAltria Group, Inc. | 8.2 | $633 | 0.0% | $345 | $288(+83.3%) | Aug 3, 2022 | Consumer Defensive | 1 / 1 | $77.58Nov 5, 2026 |
| CCKCrown Holdings, Inc. | 4.7 | $573 | 0.0% | $441 | $132(+29.9%) | Aug 3, 2022 | Consumer Cyclical | 1 / 1 | $121.86Nov 5, 2026 |
| UNPUnion Pacific Corporation | 1.8 | $551 | 0.0% | $396 | $154(+38.9%) | Aug 3, 2022 | Industrials | 1 / 1 | $297.95Nov 5, 2026 |
| FICOFair Isaac Corporation | 0.8 | $547 | 0.0% | $348 | $199(+57.2%) | Aug 3, 2022 | Technology | 1 / 1 | $707.40Nov 5, 2026 |
| NOCNorthrop Grumman Corporation | 0.9 | $491 | 0.0% | $426 | $65(+15.2%) | Aug 3, 2022 | Industrials | 1 / 1 | $525.25Nov 5, 2026 |
| METMetLife, Inc. | 4.8 | $475 | 0.0% | $292 | $183(+62.8%) | Aug 3, 2022 | Financial Services | 1 / 1 | $99.75Nov 5, 2026 |
| KMIKinder Morgan, Inc. | 12.7 | $384 | 0.0% | $220 | $164(+74.3%) | Aug 3, 2022 | Energy | 1 / 1 | $30.19Nov 5, 2026 |
| SYFSynchrony Financial | 4.9 | $366 | 0.0% | $165 | $202(+122.4%) | Aug 3, 2022 | Financial Services | 1 / 1 | $74.07Nov 5, 2026 |
| BNYThe Bank of New York Mellon Corporation | 2.5 | $363 | 0.0% | $106 | $257(+242.0%) | Aug 3, 2022 | Financial Services | 1 / 1 | $147.49Nov 5, 2026 |
| DGXQuest Diagnostics Incorporated | 1.3 | $339 | 0.0% | $179 | $159(+88.9%) | Aug 3, 2022 | Healthcare | 1 / 1 | $254.74Nov 5, 2026 |
| BLDRBuilders FirstSource, Inc. | 5.1 | $332 | 0.0% | $335 | -$3(-0.9%) | Aug 3, 2022 | Industrials | 1 / 1 | $65.50Nov 5, 2026 |
| BIIBBiogen Inc. | 1.1 | $269 | 0.0% | $229 | $40(+17.6%) | Aug 3, 2022 | Healthcare | 1 / 2 | $243.93Nov 5, 2026 |
| AMCRAmcor plc | 2.4 | $111 | 0.0% | $151 | -$40(-26.5%) | Aug 3, 2022 | Consumer Cyclical | 1 / 1 | $45.84Nov 5, 2026 |
| PRUPrudential Financial, Inc. | 0.9 | $105 | 0.0% | $82 | $23(+27.8%) | Aug 3, 2022 | Financial Services | 1 / 1 | $122.46Nov 5, 2026 |
| EMNEastman Chemical Company | 0.9 | $62 | 0.0% | $87 | -$25(-28.9%) | Aug 3, 2022 | Basic Materials | 1 / 1 | $65.71Nov 5, 2026 |
| LBTYKLiberty Global Ltd. | 6.0 | $57 | 0.0% | $70 | -$14(-19.2%) | Aug 3, 2022 | Communication Services | 1 / 1 | $9.52Nov 5, 2026 |
| MCKMcKesson Corporation | 0.0 | $40 | 0.0% | $12 | $28(+228.2%) | Aug 3, 2022 | Healthcare | 1 / 1 | $1,072.00Nov 5, 2026 |
| LUMNLumen Technologies, Inc. | 6.5 | $26 | 0.0% | $72 | -$46(-64.0%) | Aug 3, 2022 | Communication Services | 1 / 1 | $3.98Nov 5, 2026 |
| AIGAmerican International Group, Inc. | 0.2 | $15 | 0.0% | $9 | $5(+57.1%) | Aug 3, 2022 | Financial Services | 1 / 1 | $80.93Nov 5, 2026 |
| HPQHP Inc. | 0.1 | $4 | 0.0% | $5 | -$1(-10.6%) | Aug 3, 2022 | Technology | 1 / 1 | $29.44Nov 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
- Technology47.7%$1.8M
- Healthcare12.4%$466.5K
- Financial Services11.7%$442.1K
- Consumer Cyclical9.0%$337.9K
- Consumer Defensive8.8%$332.7K
- Basic Materials2.3%$87.3K
- Industrials2.2%$84K
- Communication Services2.0%$76.3K
- Energy1.5%$55.9K
- Utilities1.2%$45.4K
- Real Estate1.1%$40.8K
Excluded from the model
- 809 disclosed rows in total; 727 rows modelled.
- 81 rows had no published ticker (match confidence below the publish threshold).
- 1 row was 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.
- 75 sells had no modelled shares to sell ($1.6M 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.