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$534,500
32 positions
Invested (cum.)
Estimated$425,522
Sum of buy midpoints
Realized (cum.)
Estimated$55,779
Modelled sell proceeds
Return vs SPY
Estimated+38.7%
SPY with identical cash flows: +66.9%
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
32 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | 291.4 | $52,909 | 9.9% | $16,001 | $36,908(+230.7%) | Feb 20, 2024 | Technology | 2 / 0 | $181.60Nov 5, 2026 |
| XOMExxonMobil Holdings Corporation | 243.3 | $40,219 | 7.5% | $16,001 | $24,218(+151.4%) | Aug 7, 2023 | Energy | 2 / 0 | $165.30Nov 5, 2026 |
| TAT&T Inc. | 1,576.3 | $34,394 | 6.4% | $42,694 | -$8,300(-19.4%) | Aug 1, 2023 | Communication Services | 3 / 2 | $21.82Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 94.7 | $24,638 | 4.6% | $16,001 | $8,637(+54.0%) | Nov 8, 2024 | Consumer Cyclical | 2 / 0 | $260.21Nov 5, 2026 |
| ANETArista Networks, Inc. | 151.8 | $24,158 | 4.5% | $8,001 | $16,157(+202.0%) | Nov 1, 2023 | Technology | 1 / 0 | $159.16Nov 5, 2026 |
| UBERUber Technologies, Inc. | 331.1 | $22,776 | 4.3% | $16,001 | $6,775(+42.3%) | Nov 13, 2023 | Technology | 2 / 0 | $68.78Nov 5, 2026 |
| VLOValero Energy Corporation | 61.9 | $21,734 | 4.1% | $8,001 | $13,734(+171.7%) | Aug 7, 2023 | Energy | 1 / 0 | $351.23Nov 5, 2026 |
| TSLATesla, Inc. | 56.7 | $19,495 | 3.6% | $16,001 | $3,494(+21.8%) | Nov 8, 2024 | Consumer Cyclical | 2 / 0 | $343.69Nov 5, 2026 |
| ALLThe Allstate Corporation | 72.2 | $19,269 | 3.6% | $8,001 | $11,269(+140.9%) | Aug 7, 2023 | Financial Services | 1 / 0 | $266.72Nov 5, 2026 |
| WMTWalmart Inc. | 149.6 | $19,101 | 3.6% | $8,001 | $11,100(+138.7%) | Aug 7, 2023 | Consumer Defensive | 1 / 0 | $127.72Nov 5, 2026 |
| MEDPMedpace Holdings, Inc. | 29.0 | $18,415 | 3.4% | $8,001 | $10,415(+130.2%) | Nov 13, 2023 | Healthcare | 1 / 0 | $634.98Nov 5, 2026 |
| JPMJPMorgan Chase & Co. | 51.0 | $17,217 | 3.2% | $8,001 | $9,216(+115.2%) | Aug 7, 2023 | Financial Services | 1 / 0 | $337.34Nov 5, 2026 |
| CHRDChord Energy Corporation | 117.8 | $15,597 | 2.9% | $18,706 | -$3,109(-16.6%) | Jan 9, 2026 | Energy | 1 / 1 | $132.45Nov 5, 2026 |
| AAPLApple Inc. | 44.7 | $15,396 | 2.9% | $8,001 | $7,395(+92.4%) | Aug 7, 2023 | Technology | 1 / 0 | $344.17Nov 5, 2026 |
| INSWInternational Seaways, Inc. | 162.5 | $15,356 | 2.9% | $8,001 | $7,355(+91.9%) | Oct 27, 2023 | Energy | 1 / 0 | $94.47Nov 5, 2026 |
| ABBVAbbVie Inc. | 53.2 | $15,340 | 2.9% | $8,001 | $7,340(+91.7%) | Aug 7, 2023 | Healthcare | 1 / 0 | $288.24Nov 5, 2026 |
| PRPermian Resources Corporation | 651.0 | $13,892 | 2.6% | $8,001 | $5,891(+73.6%) | Aug 9, 2023 | Energy | 1 / 0 | $21.34Nov 5, 2026 |
| ULTAUlta Beauty, Inc. | 20.5 | $13,313 | 2.5% | $8,001 | $5,312(+66.4%) | Nov 13, 2023 | Consumer Cyclical | 1 / 0 | $649.80Nov 5, 2026 |
| MSFTMicrosoft Corporation | 24.2 | $12,989 | 2.4% | $8,001 | $4,988(+62.3%) | Aug 7, 2023 | Technology | 1 / 0 | $535.93Nov 5, 2026 |
| JNJJohnson & Johnson | 46.2 | $12,586 | 2.4% | $8,001 | $4,586(+57.3%) | Aug 7, 2023 | Healthcare | 1 / 0 | $272.32Nov 5, 2026 |
| GDGeneral Dynamics Corporation | 35.2 | $12,549 | 2.3% | $8,001 | $4,548(+56.9%) | Aug 7, 2023 | Industrials | 1 / 0 | $356.35Nov 5, 2026 |
| LNCLincoln National Corporation | 289.3 | $11,331 | 2.1% | $8,001 | $3,330(+41.6%) | Aug 7, 2023 | Financial Services | 1 / 0 | $39.16Nov 5, 2026 |
| SWXSouthwest Gas Holdings, Inc. | 124.3 | $11,249 | 2.1% | $8,001 | $3,248(+40.6%) | Aug 7, 2023 | Utilities | 1 / 0 | $90.49Nov 5, 2026 |
| NEENextEra Energy, Inc. | 116.6 | $10,286 | 1.9% | $8,001 | $2,286(+28.6%) | Aug 7, 2023 | Utilities | 1 / 0 | $88.25Nov 5, 2026 |
| MDTMedtronic plc | 94.4 | $9,901 | 1.9% | $8,001 | $1,900(+23.7%) | Aug 7, 2023 | Healthcare | 1 / 0 | $104.84Nov 5, 2026 |
| UECUranium Energy Corp. | 1,391.4 | $9,016 | 1.7% | $8,001 | $1,016(+12.7%) | Oct 25, 2023 | Energy | 1 / 0 | $6.48Nov 5, 2026 |
| MPWRMonolithic Power Systems, Inc. | 7.8 | $8,775 | 1.6% | $8,001 | $774(+9.7%) | Oct 20, 2025 | Technology | 1 / 0 | $1,131.43Nov 5, 2026 |
| LOWLowe's Companies, Inc. | 35.8 | $8,142 | 1.5% | $8,001 | $141(+1.8%) | Aug 7, 2023 | Consumer Cyclical | 1 / 0 | $227.24Nov 5, 2026 |
| ORCLOracle Corporation | 68.9 | $7,936 | 1.5% | $8,001 | -$65(-0.8%) | Aug 7, 2023 | Technology | 1 / 0 | $115.16Nov 5, 2026 |
| MCDMcDonald's Corporation | 27.5 | $7,634 | 1.4% | $8,001 | -$367(-4.6%) | Aug 7, 2023 | Consumer Cyclical | 1 / 0 | $278.04Nov 5, 2026 |
| TSCOTractor Supply Company | 179.5 | $6,573 | 1.2% | $8,001 | -$1,427(-17.8%) | Aug 7, 2023 | Consumer Cyclical | 1 / 0 | $36.61Nov 5, 2026 |
| MNDYmonday.com Ltd. | 24.7 | $2,315 | 0.4% | $8,001 | -$5,686(-71.1%) | Nov 8, 2024 | Technology | 1 / 0 | $93.84Nov 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
- Technology27.5%$147.3K
- Energy21.7%$115.8K
- Consumer Cyclical14.9%$79.8K
- Healthcare10.5%$56.2K
- Financial Services8.9%$47.8K
- Communication Services6.4%$34.4K
- Utilities4.0%$21.5K
- Consumer Defensive3.6%$19.1K
- Industrials2.3%$12.5K
Excluded from the model
- 98 disclosed rows in total; 61 rows modelled.
- 33 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.
- 4 rows were an exchange or an unknown transaction type.
- 12 sells had no modelled shares to sell ($104.7K 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.