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$349,030
24 positions
Invested (cum.)
Estimated$552,035
Sum of buy midpoints
Realized (cum.)
Estimated$357,158
Modelled sell proceeds
Return vs SPY
Estimated+27.9%
SPY with identical cash flows: +35.4%
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
24 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ABTAbbott Laboratories | 326.4 | $37,078 | 10.6% | $32,467 | $4,611(+14.2%) | Jul 30, 2026 | Healthcare | 5 / 1 | $113.60Nov 5, 2026 |
| MSFTMicrosoft Corporation | 53.6 | $28,713 | 8.2% | $20,905 | $7,808(+37.4%) | Jul 30, 2026 | Technology | 4 / 2 | $535.93Nov 5, 2026 |
| BRK-BBerkshire Hathaway Inc. | 47.8 | $27,335 | 7.8% | $24,002 | $3,333(+13.9%) | Sep 18, 2026 | Financial Services | 3 / 0 | $572.33Nov 5, 2026 |
| HDThe Home Depot, Inc. | 73.9 | $25,873 | 7.4% | $24,160 | $1,713(+7.1%) | Jul 30, 2026 | Consumer Cyclical | 4 / 1 | $349.94Nov 5, 2026 |
| ICEIntercontinental Exchange, Inc. | 142.5 | $24,794 | 7.1% | $17,657 | $7,136(+40.4%) | Jul 30, 2026 | Financial Services | 3 / 1 | $174.00Nov 5, 2026 |
| WMTWalmart Inc. | 178.7 | $22,826 | 6.5% | $11,405 | $11,420(+100.1%) | Jul 30, 2026 | Consumer Defensive | 2 / 1 | $127.72Nov 5, 2026 |
| AAPLApple Inc. | 57.9 | $19,933 | 5.7% | $11,314 | $8,619(+76.2%) | Jul 30, 2026 | Technology | 2 / 1 | $344.17Nov 5, 2026 |
| MGKVanguard Morningstar Mega Cap Growth ETF | 237.7 | $19,664 | 5.6% | $13,524 | $6,139(+45.4%) | Jun 12, 2026 | ETF | 3 / 2 | $82.71Nov 5, 2026 |
| COSTCostco Wholesale Corporation | 16.6 | $17,737 | 5.1% | $10,641 | $7,096(+66.7%) | Jul 30, 2026 | Consumer Defensive | 2 / 1 | $1,065.59Nov 5, 2026 |
| EMREmerson Electric Co. | 105.9 | $17,225 | 4.9% | $10,610 | $6,615(+62.3%) | Jul 30, 2026 | Industrials | 2 / 1 | $162.61Nov 5, 2026 |
| ADPAutomatic Data Processing, Inc. | 38.0 | $11,677 | 3.3% | $8,406 | $3,271(+38.9%) | Jul 30, 2026 | Technology | 3 / 2 | $307.14Nov 5, 2026 |
| ITWIllinois Tool Works Inc. | 39.5 | $11,260 | 3.2% | $9,331 | $1,929(+20.7%) | Jul 30, 2026 | Industrials | 2 / 1 | $285.41Nov 5, 2026 |
| APDAir Products and Chemicals, Inc. | 35.9 | $11,112 | 3.2% | $9,184 | $1,928(+21.0%) | Jul 30, 2026 | Basic Materials | 2 / 1 | $309.49Nov 5, 2026 |
| MDTMedtronic plc | 97.2 | $10,190 | 2.9% | $8,162 | $2,027(+24.8%) | Jul 30, 2026 | Healthcare | 2 / 1 | $104.84Nov 5, 2026 |
| UNHUnitedHealth Group Incorporated | 23.3 | $9,227 | 2.6% | $6,870 | $2,358(+34.3%) | Jul 30, 2026 | Healthcare | 4 / 4 | $395.72Nov 5, 2026 |
| AWKAmerican Water Works Company, Inc. | 59.5 | $9,069 | 2.6% | $8,070 | $999(+12.4%) | Jul 30, 2026 | Utilities | 2 / 1 | $152.42Nov 5, 2026 |
| ORealty Income Corporation | 145.3 | $8,643 | 2.5% | $8,627 | $16(+0.2%) | Jul 30, 2026 | Real Estate | 2 / 1 | $59.50Nov 5, 2026 |
| BLKBlackRock, Inc. | 6.3 | $7,370 | 2.1% | $5,772 | $1,598(+27.7%) | Jul 30, 2026 | Financial Services | 3 / 3 | $1,170.67Nov 5, 2026 |
| MCDMcDonald's Corporation | 26.4 | $7,343 | 2.1% | $7,517 | -$175(-2.3%) | Jul 30, 2026 | Consumer Cyclical | 2 / 1 | $278.04Nov 5, 2026 |
| CSCOCisco Systems, Inc. | 71.5 | $6,840 | 2.0% | $4,172 | $2,668(+63.9%) | Jul 30, 2026 | Technology | 2 / 3 | $95.72Nov 5, 2026 |
| PEPPepsiCo, Inc. | 44.2 | $6,312 | 1.8% | $6,987 | -$675(-9.7%) | Jul 30, 2026 | Consumer Defensive | 2 / 1 | $142.71Nov 5, 2026 |
| LHXL3Harris Technologies, Inc. | 22.6 | $5,824 | 1.7% | $6,944 | -$1,121(-16.1%) | Jul 30, 2026 | Industrials | 4 / 4 | $258.11Nov 5, 2026 |
| NEENextEra Energy, Inc. | 25.8 | $2,275 | 0.7% | $2,028 | $246(+12.1%) | Jul 30, 2026 | Utilities | 2 / 2 | $88.25Nov 5, 2026 |
| VVisa Inc. | 1.7 | $712 | 0.2% | $573 | $139(+24.3%) | Jul 30, 2026 | Financial Services | 1 / 1 | $422.59Nov 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
- Technology19.2%$67.2K
- Financial Services17.3%$60.2K
- Healthcare16.2%$56.5K
- Consumer Defensive13.4%$46.9K
- Industrials9.8%$34.3K
- Consumer Cyclical9.5%$33.2K
- ETF5.6%$19.7K
- Utilities3.2%$11.3K
- Basic Materials3.2%$11.1K
- Real Estate2.5%$8.6K
Excluded from the model
- 127 disclosed rows in total; 118 rows modelled.
- 1 row had no published ticker (match confidence below the publish threshold).
- 8 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.
- 0 rows were an exchange or an unknown transaction type.
- 8 sells had no modelled shares to sell ($34.9K 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.