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$1,556,453
28 positions
Invested (cum.)
Estimated$1,750,033
Sum of buy midpoints
Realized (cum.)
Estimated$849,576
Modelled sell proceeds
Return vs SPY
Estimated+37.5%
SPY with identical cash flows: +60.2%
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
28 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| CBChubb Limited | 634.1 | $235,656 | 15.1% | $97,502 | $138,155(+141.7%) | Aug 18, 2022 | Financial Services | 3 / 0 | $371.63Nov 5, 2026 |
| DOVDover Corporation | 997.8 | $202,119 | 13.0% | $97,502 | $104,618(+107.3%) | Jun 16, 2020 | Industrials | 3 / 2 | $202.56Nov 5, 2026 |
| ABBVAbbVie Inc. | 689.7 | $198,800 | 12.8% | $65,001 | $133,799(+205.8%) | Nov 16, 2020 | Healthcare | 2 / 0 | $288.24Nov 5, 2026 |
| MARMarriott International, Inc. | 410.1 | $171,127 | 11.0% | $32,501 | $138,626(+426.5%) | May 14, 2020 | Consumer Cyclical | 1 / 0 | $417.28Nov 5, 2026 |
| GOOGLAlphabet Inc. | 485.4 | $137,146 | 8.8% | $32,501 | $104,646(+322.0%) | Feb 28, 2020 | Communication Services | 1 / 0 | $282.57Nov 5, 2026 |
| SCHWThe Charles Schwab Corporation | 880.1 | $81,484 | 5.2% | $70,158 | $11,326(+16.1%) | Jul 10, 2025 | Financial Services | 2 / 1 | $92.58Nov 5, 2026 |
| DEDeere & Company | 103.8 | $68,828 | 4.4% | $33,211 | $35,617(+107.2%) | Aug 14, 2024 | Industrials | 2 / 1 | $663.31Nov 5, 2026 |
| HDThe Home Depot, Inc. | 172.7 | $60,444 | 3.9% | $40,501 | $19,943(+49.2%) | May 14, 2020 | Consumer Cyclical | 2 / 0 | $349.94Nov 5, 2026 |
| AMGNAmgen Inc. | 130.2 | $59,909 | 3.8% | $32,501 | $27,409(+84.3%) | Aug 18, 2022 | Healthcare | 1 / 0 | $460.28Nov 5, 2026 |
| WMWaste Management, Inc. | 206.4 | $49,802 | 3.2% | $32,501 | $17,302(+53.2%) | Jan 13, 2022 | Industrials | 1 / 0 | $241.27Nov 5, 2026 |
| NEENextEra Energy, Inc. | 551.3 | $48,655 | 3.1% | $36,701 | $11,954(+32.6%) | Dec 21, 2023 | Utilities | 3 / 1 | $88.25Nov 5, 2026 |
| ATOAtmos Energy Corporation | 196.0 | $34,302 | 2.2% | $32,501 | $1,801(+5.5%) | Aug 19, 2025 | Utilities | 1 / 0 | $175.00Nov 5, 2026 |
| FERGFerguson Enterprises Inc. | 144.7 | $34,090 | 2.2% | $32,501 | $1,590(+4.9%) | Dec 12, 2025 | Industrials | 1 / 0 | $235.65Nov 5, 2026 |
| AZOAutoZone, Inc. | 9.7 | $32,184 | 2.1% | $30,172 | $2,012(+6.7%) | Sep 22, 2026 | Consumer Cyclical | 2 / 1 | $3,308.97Nov 5, 2026 |
| WMTWalmart Inc. | 203.9 | $26,047 | 1.7% | $8,001 | $18,047(+225.6%) | Feb 20, 2020 | Consumer Defensive | 1 / 0 | $127.72Nov 5, 2026 |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 60.3 | $21,283 | 1.4% | $24,002 | -$2,718(-11.3%) | Aug 12, 2026 | Technology | 3 / 0 | $353.10Nov 5, 2026 |
| ALBAlbemarle Corporation | 141.7 | $13,943 | 0.9% | $22,803 | -$8,860(-38.9%) | Dec 21, 2023 | Basic Materials | 2 / 2 | $98.37Nov 5, 2026 |
| NFLXNetflix, Inc. | 188.7 | $12,372 | 0.8% | $22,486 | -$10,114(-45.0%) | Dec 12, 2025 | Communication Services | 1 / 1 | $65.56Nov 5, 2026 |
| AVGOBroadcom Inc. | 39.8 | $11,600 | 0.7% | $16,001 | -$4,401(-27.5%) | Aug 12, 2026 | Technology | 2 / 0 | $291.53Nov 5, 2026 |
| CTASCintas Corporation | 45.9 | $10,389 | 0.7% | $8,001 | $2,388(+29.8%) | May 20, 2024 | Industrials | 1 / 0 | $226.41Nov 5, 2026 |
| AXPAmerican Express Company | 25.3 | $8,227 | 0.5% | $8,001 | $226(+2.8%) | May 8, 2026 | Financial Services | 1 / 0 | $324.97Nov 5, 2026 |
| KMIKinder Morgan, Inc. | 245.9 | $7,423 | 0.5% | $8,001 | -$578(-7.2%) | Feb 19, 2026 | Energy | 1 / 0 | $30.19Nov 5, 2026 |
| AMPAmeriprise Financial, Inc. | 14.4 | $7,324 | 0.5% | $6,178 | $1,147(+18.6%) | Apr 15, 2026 | Financial Services | 1 / 1 | $509.32Nov 5, 2026 |
| PYPLPayPal Holdings, Inc. | 100.6 | $5,930 | 0.4% | $27,289 | -$21,359(-78.3%) | Oct 22, 2021 | Financial Services | 3 / 2 | $58.96Nov 5, 2026 |
| AMDAdvanced Micro Devices, Inc. | 14.6 | $5,903 | 0.4% | $8,001 | -$2,098(-26.2%) | Jul 14, 2026 | Technology | 1 / 0 | $404.40Nov 5, 2026 |
| PGThe Procter & Gamble Company | 33.5 | $5,606 | 0.4% | $4,183 | $1,423(+34.0%) | Apr 16, 2026 | Consumer Defensive | 1 / 1 | $167.10Nov 5, 2026 |
| FCXFreeport-McMoRan Inc. | 84.7 | $4,905 | 0.3% | $2,688 | $2,217(+82.5%) | Oct 7, 2021 | Basic Materials | 2 / 2 | $57.90Nov 5, 2026 |
| CAECAE Inc. | 35.6 | $954 | 0.1% | $804 | $150(+18.7%) | Oct 31, 2019 | Industrials | 1 / 1 | $26.79Nov 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
- Industrials23.5%$366.2K
- Financial Services21.8%$338.6K
- Consumer Cyclical16.9%$263.8K
- Healthcare16.6%$258.7K
- Communication Services9.6%$149.5K
- Utilities5.3%$83K
- Technology2.5%$38.8K
- Consumer Defensive2.0%$31.7K
- Basic Materials1.2%$18.8K
- Energy0.5%$7.4K
Excluded from the model
- 315 disclosed rows in total; 186 rows modelled.
- 74 rows had no published ticker (match confidence below the publish threshold).
- 1 row was not a stock or ETF (options, bonds, funds, crypto, other).
- 54 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 25 sells had no modelled shares to sell ($2.5M 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.