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$608,769
37 positions
Invested (cum.)
Estimated$504,530
Sum of buy midpoints
Realized (cum.)
Estimated$108,946
Modelled sell proceeds
Return vs SPY
Estimated+42.3%
SPY with identical cash flows: +62.7%
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
37 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | 165.9 | $48,379 | 7.9% | $8,001 | $40,378(+504.7%) | Nov 8, 2022 | Technology | 1 / 0 | $291.53Nov 5, 2026 |
| GEGE Aerospace | 119.4 | $37,589 | 6.2% | $8,001 | $29,589(+369.8%) | Mar 3, 2021 | Industrials | 1 / 0 | $314.73Nov 5, 2026 |
| VMCVulcan Materials Company | 125.6 | $35,867 | 5.9% | $24,002 | $11,865(+49.4%) | Nov 8, 2021 | Basic Materials | 3 / 0 | $285.51Nov 5, 2026 |
| XOMExxonMobil Holdings Corporation | 212.6 | $35,143 | 5.8% | $13,290 | $21,854(+164.4%) | Nov 22, 2022 | Energy | 3 / 2 | $165.30Nov 5, 2026 |
| MSIMotorola Solutions, Inc. | 65.9 | $34,075 | 5.6% | $16,001 | $18,074(+113.0%) | Aug 9, 2022 | Technology | 2 / 0 | $517.01Nov 5, 2026 |
| CVXChevron Corporation | 155.6 | $33,141 | 5.4% | $16,001 | $17,140(+107.1%) | Aug 30, 2021 | Energy | 2 / 0 | $212.93Nov 5, 2026 |
| DEDeere & Company | 42.5 | $28,168 | 4.6% | $16,001 | $12,167(+76.0%) | Mar 17, 2021 | Industrials | 2 / 0 | $663.31Nov 5, 2026 |
| CPRTCopart, Inc. | 842.7 | $27,370 | 4.5% | $24,002 | $3,369(+14.0%) | Oct 19, 2022 | Industrials | 3 / 0 | $32.48Nov 5, 2026 |
| BXBlackstone Inc. | 178.5 | $21,384 | 3.5% | $24,704 | -$3,320(-13.4%) | Nov 8, 2021 | Financial Services | 1 / 1 | $119.82Nov 5, 2026 |
| WMTWalmart Inc. | 158.6 | $20,260 | 3.3% | $8,001 | $12,259(+153.2%) | May 9, 2022 | Consumer Defensive | 1 / 0 | $127.72Nov 5, 2026 |
| JPMJPMorgan Chase & Co. | 60.0 | $20,241 | 3.3% | $8,001 | $12,240(+153.0%) | Apr 5, 2022 | Financial Services | 2 / 2 | $337.34Nov 5, 2026 |
| ETREntergy Corporation | 148.1 | $16,334 | 2.7% | $8,001 | $8,334(+104.2%) | Nov 8, 2022 | Utilities | 1 / 0 | $110.30Nov 5, 2026 |
| UNHUnitedHealth Group Incorporated | 40.0 | $15,834 | 2.6% | $16,001 | -$167(-1.0%) | Jun 21, 2021 | Healthcare | 2 / 0 | $395.72Nov 5, 2026 |
| SLBSLB N.V. | 299.7 | $14,875 | 2.4% | $16,001 | -$1,126(-7.0%) | Nov 15, 2022 | Energy | 2 / 0 | $49.64Nov 5, 2026 |
| CSXCSX Corporation | 266.9 | $13,565 | 2.2% | $8,001 | $5,564(+69.5%) | Nov 8, 2022 | Industrials | 1 / 0 | $50.83Nov 5, 2026 |
| TXNTexas Instruments Incorporated | 47.6 | $13,237 | 2.2% | $8,001 | $5,237(+65.5%) | Nov 8, 2022 | Technology | 1 / 0 | $278.15Nov 5, 2026 |
| PEPPepsiCo, Inc. | 88.5 | $12,636 | 2.1% | $16,001 | -$3,365(-21.0%) | Nov 8, 2022 | Consumer Defensive | 2 / 1 | $142.71Nov 5, 2026 |
| JNJJohnson & Johnson | 46.0 | $12,533 | 2.1% | $8,001 | $4,532(+56.6%) | Nov 8, 2022 | Healthcare | 1 / 1 | $272.32Nov 5, 2026 |
| FITBFifth Third Bancorp | 227.9 | $12,180 | 2.0% | $8,001 | $4,179(+52.2%) | Nov 8, 2022 | Financial Services | 1 / 0 | $53.45Nov 5, 2026 |
| AEEAmeren Corporation | 103.6 | $11,692 | 1.9% | $8,001 | $3,692(+46.1%) | Oct 13, 2022 | Utilities | 1 / 0 | $112.81Nov 5, 2026 |
| NOCNorthrop Grumman Corporation | 21.5 | $11,308 | 1.9% | $8,001 | $3,308(+41.3%) | May 14, 2021 | Industrials | 1 / 0 | $525.25Nov 5, 2026 |
| TRUTransUnion | 135.8 | $11,256 | 1.8% | $8,001 | $3,256(+40.7%) | Dec 9, 2022 | Financial Services | 1 / 0 | $82.91Nov 5, 2026 |
| CCICrown Castle Inc. | 123.3 | $11,210 | 1.8% | $16,001 | -$4,791(-29.9%) | Nov 8, 2022 | Real Estate | 2 / 0 | $90.95Nov 5, 2026 |
| ORCLOracle Corporation | 96.9 | $11,160 | 1.8% | $8,001 | $3,159(+39.5%) | Nov 23, 2022 | Technology | 1 / 0 | $115.16Nov 5, 2026 |
| MELIMercadoLibre, Inc. | 7.1 | $10,905 | 1.8% | $8,001 | $2,904(+36.3%) | Jan 14, 2022 | Consumer Cyclical | 1 / 0 | $1,530.28Nov 5, 2026 |
| MDTMedtronic plc | 99.8 | $10,460 | 1.7% | $8,001 | $2,459(+30.7%) | Nov 8, 2022 | Healthcare | 1 / 0 | $104.84Nov 5, 2026 |
| PLDPrologis, Inc. | 78.4 | $10,082 | 1.7% | $8,001 | $2,081(+26.0%) | Oct 19, 2022 | Real Estate | 1 / 0 | $128.55Nov 5, 2026 |
| PFGPrincipal Financial Group, Inc. | 84.2 | $9,501 | 1.6% | $8,001 | $1,501(+18.8%) | Nov 11, 2022 | Financial Services | 1 / 0 | $112.82Nov 5, 2026 |
| DGDollar General Corporation | 65.9 | $9,097 | 1.5% | $16,001 | -$6,904(-43.1%) | Jun 13, 2022 | Consumer Defensive | 2 / 0 | $138.00Nov 5, 2026 |
| NEENextEra Energy, Inc. | 102.3 | $9,031 | 1.5% | $8,001 | $1,031(+12.9%) | Nov 3, 2022 | Utilities | 1 / 0 | $88.25Nov 5, 2026 |
| MGAMagna International Inc. | 142.8 | $8,972 | 1.5% | $8,001 | $971(+12.1%) | Nov 8, 2022 | Consumer Cyclical | 1 / 0 | $62.81Nov 5, 2026 |
| HDThe Home Depot, Inc. | 24.5 | $8,578 | 1.4% | $8,001 | $578(+7.2%) | Nov 25, 2022 | Consumer Cyclical | 1 / 2 | $349.94Nov 5, 2026 |
| AONAon plc | 24.5 | $8,433 | 1.4% | $8,001 | $433(+5.4%) | Apr 4, 2022 | Financial Services | 1 / 4 | $344.40Nov 5, 2026 |
| AMTAmerican Tower Corporation | 29.5 | $5,726 | 0.9% | $8,001 | -$2,275(-28.4%) | Dec 9, 2021 | Real Estate | 1 / 0 | $193.99Nov 5, 2026 |
| SESea Limited | 45.7 | $3,457 | 0.6% | $8,001 | -$4,544(-56.8%) | Jan 14, 2022 | Consumer Cyclical | 1 / 3 | $75.63Nov 5, 2026 |
| ETNEaton Corporation plc | 8.9 | $2,898 | 0.5% | $1,290 | $1,608(+124.7%) | Dec 9, 2022 | Industrials | 2 / 2 | $327.02Nov 5, 2026 |
| MSFTMicrosoft Corporation | 4.1 | $2,193 | 0.4% | $947 | $1,245(+131.4%) | Nov 23, 2022 | Technology | 2 / 5 | $535.93Nov 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
- Industrials19.9%$120.9K
- Technology17.9%$109K
- Energy13.7%$83.2K
- Financial Services13.6%$83K
- Consumer Defensive6.9%$42K
- Healthcare6.4%$38.8K
- Utilities6.1%$37.1K
- Basic Materials5.9%$35.9K
- Consumer Cyclical5.2%$31.9K
- Real Estate4.4%$27K
Excluded from the model
- 333 disclosed rows in total; 144 rows modelled.
- 165 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.
- 22 rows were an exchange or an unknown transaction type.
- 42 sells had no modelled shares to sell ($661.1K 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.