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$1,539,900
43 positions
Invested (cum.)
Estimated$1,903,544
Sum of buy midpoints
Realized (cum.)
Estimated$553,134
Modelled sell proceeds
Return vs SPY
Estimated+10.0%
SPY with identical cash flows: +19.9%
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
43 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ETEnergy Transfer LP | 23,042.5 | $442,186 | 28.7% | $282,502 | $159,685(+56.5%) | Mar 13, 2023 | Energy | 3 / 0 | $19.19Nov 5, 2026 |
| CRMSalesforce, Inc. | 303.9 | $67,588 | 4.4% | $58,532 | $9,056(+15.5%) | Sep 24, 2026 | Technology | 2 / 1 | $222.41Nov 5, 2026 |
| GSThe Goldman Sachs Group, Inc. | 71.6 | $62,245 | 4.0% | $57,987 | $4,259(+7.3%) | Sep 24, 2026 | Financial Services | 2 / 1 | $868.95Nov 5, 2026 |
| BIIBBiogen Inc. | 252.0 | $61,464 | 4.0% | $49,909 | $11,555(+23.2%) | Sep 24, 2026 | Healthcare | 3 / 2 | $243.93Nov 5, 2026 |
| DTMDT Midstream, Inc. | 527.3 | $59,527 | 3.9% | $32,501 | $27,027(+83.2%) | May 1, 2024 | Energy | 1 / 0 | $112.88Nov 5, 2026 |
| BEPBrookfield Renewable Partners L.P. | 1,910.1 | $58,526 | 3.8% | $70,115 | -$11,590(-16.5%) | Sep 24, 2026 | Utilities | 7 / 1 | $30.64Nov 5, 2026 |
| RHRH | 417.2 | $57,339 | 3.7% | $56,121 | $1,218(+2.2%) | Sep 24, 2026 | Consumer Cyclical | 2 / 1 | $137.43Nov 5, 2026 |
| MRKMerck & Co., Inc. | 373.0 | $54,810 | 3.6% | $56,772 | -$1,962(-3.5%) | Sep 24, 2026 | Healthcare | 2 / 1 | $146.94Nov 5, 2026 |
| BRK-BBerkshire Hathaway Inc. | 78.5 | $44,952 | 2.9% | $40,363 | $4,589(+11.4%) | Sep 24, 2026 | Financial Services | 3 / 1 | $572.33Nov 5, 2026 |
| GLWCorning Incorporated | 427.5 | $44,214 | 2.9% | $59,926 | -$15,712(-26.2%) | Sep 24, 2026 | Technology | 4 / 3 | $103.43Nov 5, 2026 |
| ULTAUlta Beauty, Inc. | 60.9 | $39,541 | 2.6% | $32,501 | $7,040(+21.7%) | Mar 19, 2026 | Consumer Cyclical | 1 / 0 | $649.80Nov 5, 2026 |
| CCitigroup Inc. | 308.1 | $36,498 | 2.4% | $33,848 | $2,650(+7.8%) | Sep 24, 2026 | Financial Services | 2 / 1 | $118.45Nov 5, 2026 |
| FDXFedEx Corporation | 112.4 | $35,612 | 2.3% | $32,282 | $3,330(+10.3%) | Sep 24, 2026 | Industrials | 2 / 1 | $316.80Nov 5, 2026 |
| OXYOccidental Petroleum Corporation | 630.1 | $35,512 | 2.3% | $32,501 | $3,012(+9.3%) | Oct 25, 2024 | Energy | 1 / 0 | $56.36Nov 5, 2026 |
| MRVLMarvell Technology, Inc. | 265.9 | $35,509 | 2.3% | $29,117 | $6,392(+22.0%) | Sep 24, 2026 | Technology | 1 / 1 | $133.55Nov 5, 2026 |
| MSFTMicrosoft Corporation | 60.8 | $32,587 | 2.1% | $25,707 | $6,879(+26.8%) | Sep 24, 2026 | Technology | 1 / 1 | $535.93Nov 5, 2026 |
| IBMInternational Business Machines Corporation | 119.6 | $29,548 | 1.9% | $30,249 | -$701(-2.3%) | Sep 4, 2026 | Technology | 2 / 4 | $247.11Nov 5, 2026 |
| BAThe Boeing Company | 160.7 | $27,715 | 1.8% | $32,322 | -$4,608(-14.3%) | Sep 24, 2026 | Industrials | 2 / 1 | $172.50Nov 5, 2026 |
| DDOGDatadog, Inc. | 157.1 | $27,431 | 1.8% | $33,801 | -$6,371(-18.8%) | Sep 24, 2026 | Technology | 2 / 1 | $174.60Nov 5, 2026 |
| SNOWSnowflake Inc. | 96.2 | $25,920 | 1.7% | $32,424 | -$6,504(-20.1%) | Sep 24, 2026 | Technology | 2 / 1 | $269.54Nov 5, 2026 |
| CBChubb Limited | 65.6 | $24,371 | 1.6% | $23,066 | $1,305(+5.7%) | Sep 24, 2026 | Financial Services | 2 / 2 | $371.63Nov 5, 2026 |
| SHWThe Sherwin-Williams Company | 66.4 | $23,176 | 1.5% | $22,839 | $337(+1.5%) | May 12, 2026 | Basic Materials | 2 / 2 | $349.01Nov 5, 2026 |
| ARAntero Resources Corporation | 611.0 | $22,230 | 1.4% | $16,001 | $6,229(+38.9%) | Oct 31, 2024 | Energy | 2 / 0 | $36.38Nov 5, 2026 |
| HONHoneywell International Inc. | 102.1 | $22,028 | 1.4% | $23,722 | -$1,694(-7.1%) | Sep 24, 2026 | Industrials | 1 / 1 | $215.78Nov 5, 2026 |
| VOYGVoyager Technologies, Inc. | 1,071.7 | $21,788 | 1.4% | $40,501 | -$18,713(-46.2%) | Jun 15, 2026 | Industrials | 2 / 0 | $20.33Nov 5, 2026 |
| PGThe Procter & Gamble Company | 99.4 | $16,605 | 1.1% | $16,001 | $604(+3.8%) | Oct 23, 2026 | Consumer Defensive | 2 / 0 | $167.10Nov 5, 2026 |
| QCOMQUALCOMM Incorporated | 91.5 | $14,346 | 0.9% | $19,509 | -$5,163(-26.5%) | Aug 19, 2026 | Technology | 2 / 2 | $156.75Nov 5, 2026 |
| NVDANVIDIA Corporation | 75.8 | $13,774 | 0.9% | $16,001 | -$2,227(-13.9%) | Oct 23, 2026 | Technology | 2 / 0 | $181.60Nov 5, 2026 |
| PTONPeloton Interactive, Inc. | 2,270.9 | $12,853 | 0.8% | $9,220 | $3,633(+39.4%) | Sep 24, 2026 | Consumer Cyclical | 2 / 1 | $5.66Nov 5, 2026 |
| RSPInvesco S&P 500 Equal Weight ETF | 55.1 | $11,940 | 0.8% | $8,001 | $3,940(+49.2%) | Apr 13, 2023 | ETF | 1 / 0 | $216.87Nov 5, 2026 |
| URIUnited Rentals, Inc. | 11.1 | $11,567 | 0.8% | $9,376 | $2,191(+23.4%) | Sep 24, 2026 | Industrials | 2 / 1 | $1,043.78Nov 5, 2026 |
| WHRWhirlpool Corporation | 357.2 | $11,266 | 0.7% | $19,374 | -$8,108(-41.9%) | May 11, 2026 | Consumer Cyclical | 2 / 2 | $31.54Nov 5, 2026 |
| OKTAOkta, Inc. | 55.1 | $9,427 | 0.6% | $9,396 | $31(+0.3%) | Sep 24, 2026 | Technology | 2 / 1 | $171.16Nov 5, 2026 |
| CVXChevron Corporation | 37.8 | $8,044 | 0.5% | $8,001 | $43(+0.5%) | Sep 2, 2026 | Energy | 1 / 0 | $212.93Nov 5, 2026 |
| NVRNVR, Inc. | 1.2 | $7,996 | 0.5% | $8,001 | -$5(-0.1%) | Mar 19, 2026 | Consumer Cyclical | 1 / 0 | $6,414.18Nov 5, 2026 |
| METAMeta Platforms, Inc. | 11.4 | $6,919 | 0.4% | $8,422 | -$1,504(-17.9%) | Sep 24, 2026 | Communication Services | 2 / 1 | $605.08Nov 5, 2026 |
| SPCXSpace Exploration Technologies Corp. | 55.4 | $6,853 | 0.4% | $8,102 | -$1,249(-15.4%) | Sep 24, 2026 | Industrials | 2 / 1 | $123.62Nov 5, 2026 |
| VGVenture Global, Inc. | 559.9 | $6,450 | 0.4% | $8,001 | -$1,551(-19.4%) | Mar 19, 2026 | Energy | 1 / 0 | $11.52Nov 5, 2026 |
| CWENClearway Energy, Inc. | 154.0 | $5,280 | 0.3% | $3,564 | $1,716(+48.1%) | Oct 25, 2024 | Utilities | 1 / 1 | $34.28Nov 5, 2026 |
| UNHUnitedHealth Group Incorporated | 3.7 | $1,483 | 0.1% | $1,325 | $158(+11.9%) | Sep 24, 2026 | Healthcare | 2 / 2 | $395.72Nov 5, 2026 |
| MRNAModerna, Inc. | 4.8 | $1,162 | 0.1% | $839 | $323(+38.5%) | Sep 24, 2026 | Healthcare | 1 / 2 | $241.46Nov 5, 2026 |
| AMGNAmgen Inc. | 1.8 | $830 | 0.1% | $628 | $202(+32.1%) | Apr 17, 2026 | Healthcare | 1 / 1 | $460.28Nov 5, 2026 |
| GEGE Aerospace | 2.5 | $790 | 0.1% | $729 | $60(+8.3%) | Sep 24, 2026 | Industrials | 1 / 1 | $314.73Nov 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
- Energy37.3%$573.9K
- Technology19.5%$300.3K
- Financial Services10.9%$168.1K
- Consumer Cyclical8.4%$129K
- Industrials8.2%$126.4K
- Healthcare7.8%$119.8K
- Utilities4.1%$63.8K
- Basic Materials1.5%$23.2K
- Consumer Defensive1.1%$16.6K
- ETF0.8%$11.9K
- Communication Services0.4%$6.9K
Excluded from the model
- 170 disclosed rows in total; 146 rows modelled.
- 22 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.
- 2 rows were an exchange or an unknown transaction type.
- 10 sells had no modelled shares to sell ($440.4K 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.