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$22,447,595
34 positions
Invested (cum.)
Estimated$6,793,589
Sum of buy midpoints
Realized (cum.)
Estimated$2,428,376
Modelled sell proceeds
Return vs SPY
Estimated+266.2%
SPY with identical cash flows: +102.8%
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
34 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | 70,487.3 | $12,800,501 | 57.0% | $661,507 | $12,138,994(+1835.1%) | Oct 16, 2020 | Technology | 13 / 0 | $181.60Nov 5, 2026 |
| AAPLApple Inc. | 5,549.5 | $1,909,976 | 8.5% | $609,862 | $1,300,114(+213.2%) | Feb 24, 2022 | Technology | 17 / 1 | $344.17Nov 5, 2026 |
| MSFTMicrosoft Corporation | 2,042.2 | $1,094,488 | 4.9% | $412,504 | $681,984(+165.3%) | Jul 31, 2020 | Technology | 7 / 0 | $535.93Nov 5, 2026 |
| STXSeagate Technology Holdings plc | 2,009.4 | $937,438 | 4.2% | $102,495 | $834,943(+814.6%) | Nov 11, 2022 | Technology | 5 / 1 | $466.53Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 3,576.1 | $930,547 | 4.1% | $442,506 | $488,041(+110.3%) | Sep 1, 2020 | Consumer Cyclical | 11 / 0 | $260.21Nov 5, 2026 |
| GOOGAlphabet Inc. | 3,229.9 | $909,997 | 4.1% | $221,004 | $688,993(+311.8%) | Jul 27, 2020 | Communication Services | 7 / 0 | $281.74Nov 5, 2026 |
| KLACKLA Corporation | 3,915.1 | $508,176 | 2.3% | $74,628 | $433,548(+580.9%) | Apr 16, 2021 | Technology | 10 / 5 | $129.80Nov 5, 2026 |
| VMCVulcan Materials Company | 1,553.0 | $443,392 | 2.0% | $182,502 | $260,891(+143.0%) | Jun 5, 2020 | Basic Materials | 3 / 0 | $285.51Nov 5, 2026 |
| AMATApplied Materials, Inc. | 1,183.7 | $377,901 | 1.7% | $67,305 | $310,596(+461.5%) | Apr 16, 2021 | Technology | 6 / 2 | $319.25Nov 5, 2026 |
| DHID.R. Horton, Inc. | 2,149.0 | $338,752 | 1.5% | $148,002 | $190,750(+128.9%) | Aug 18, 2020 | Consumer Cyclical | 4 / 0 | $157.63Nov 5, 2026 |
| DISThe Walt Disney Company | 2,617.9 | $306,873 | 1.4% | $292,351 | $14,522(+5.0%) | Nov 11, 2022 | Communication Services | 11 / 1 | $117.22Nov 5, 2026 |
| OSKOshkosh Corporation | 1,858.6 | $254,157 | 1.1% | $140,002 | $114,155(+81.5%) | Jul 30, 2020 | Industrials | 3 / 0 | $136.75Nov 5, 2026 |
| PSAPublic Storage | 699.7 | $238,262 | 1.1% | $140,002 | $98,261(+70.2%) | Aug 14, 2020 | Real Estate | 3 / 0 | $340.50Nov 5, 2026 |
| COSTCostco Wholesale Corporation | 209.7 | $223,455 | 1.0% | $65,001 | $158,454(+243.8%) | Jul 13, 2020 | Consumer Defensive | 2 / 0 | $1,065.59Nov 5, 2026 |
| FFord Motor Company | 12,163.2 | $152,405 | 0.7% | $73,002 | $79,403(+108.8%) | Aug 11, 2020 | Consumer Cyclical | 3 / 0 | $12.53Nov 5, 2026 |
| METAMeta Platforms, Inc. | 225.1 | $136,176 | 0.6% | $51,917 | $84,258(+162.3%) | Nov 11, 2022 | Communication Services | 5 / 1 | $605.08Nov 5, 2026 |
| UPSUnited Parcel Service, Inc. | 1,222.2 | $135,713 | 0.6% | $185,105 | -$49,393(-26.7%) | Mar 27, 2024 | Industrials | 6 / 1 | $111.04Nov 5, 2026 |
| MMM3M Company | 496.3 | $93,199 | 0.4% | $65,504 | $27,694(+42.3%) | Nov 11, 2022 | Industrials | 1 / 1 | $187.77Nov 5, 2026 |
| VVisa Inc. | 191.8 | $81,058 | 0.4% | $32,501 | $48,557(+149.4%) | Apr 6, 2020 | Financial Services | 1 / 0 | $422.59Nov 5, 2026 |
| FDXFedEx Corporation | 237.2 | $75,137 | 0.3% | $40,190 | $34,947(+87.0%) | Nov 11, 2022 | Industrials | 4 / 1 | $316.80Nov 5, 2026 |
| CSCOCisco Systems, Inc. | 784.5 | $75,089 | 0.3% | $32,501 | $42,589(+131.0%) | Apr 6, 2020 | Technology | 1 / 0 | $95.72Nov 5, 2026 |
| DPZDomino's Pizza, Inc. | 201.9 | $68,978 | 0.3% | $75,001 | -$6,023(-8.0%) | May 5, 2020 | Consumer Cyclical | 1 / 0 | $341.63Nov 5, 2026 |
| QSRRestaurant Brands International Inc. | 875.3 | $68,751 | 0.3% | $40,501 | $28,250(+69.8%) | May 5, 2020 | Consumer Cyclical | 2 / 0 | $78.55Nov 5, 2026 |
| SBUXStarbucks Corporation | 539.6 | $57,279 | 0.3% | $40,501 | $16,778(+41.4%) | Apr 17, 2020 | Consumer Cyclical | 2 / 0 | $106.16Nov 5, 2026 |
| MCDMcDonald's Corporation | 181.3 | $50,415 | 0.2% | $32,501 | $17,915(+55.1%) | May 5, 2020 | Consumer Cyclical | 1 / 0 | $278.04Nov 5, 2026 |
| LOWLowe's Companies, Inc. | 205.8 | $46,770 | 0.2% | $32,501 | $14,269(+43.9%) | Aug 18, 2020 | Consumer Cyclical | 1 / 0 | $227.24Nov 5, 2026 |
| BALLBall Corporation | 566.2 | $37,883 | 0.2% | $37,305 | $578(+1.5%) | Nov 11, 2022 | Consumer Cyclical | 1 / 1 | $66.91Nov 5, 2026 |
| VACMarriott Vacations Worldwide Corporation | 288.7 | $30,939 | 0.1% | $27,543 | $3,395(+12.3%) | Aug 3, 2020 | Consumer Cyclical | 2 / 1 | $107.18Nov 5, 2026 |
| MTCHMatch Group, Inc. | 578.0 | $22,636 | 0.1% | $55,184 | -$32,548(-59.0%) | Nov 11, 2022 | Communication Services | 3 / 1 | $39.16Nov 5, 2026 |
| WDAYWorkday, Inc. | 97.1 | $19,439 | 0.1% | $20,986 | -$1,547(-7.4%) | Nov 11, 2022 | Technology | 4 / 1 | $200.17Nov 5, 2026 |
| LLYEli Lilly and Company | 13.2 | $17,952 | 0.1% | $9,918 | $8,034(+81.0%) | Feb 10, 2025 | Healthcare | 1 / 1 | $1,364.73Nov 5, 2026 |
| TRIPTripadvisor, Inc. | 280.2 | $2,068 | 0.0% | $6,949 | -$4,881(-70.2%) | Jul 7, 2020 | Consumer Cyclical | 2 / 1 | $7.38Nov 5, 2026 |
| XOMExxonMobil Holdings Corporation | 10.6 | $1,748 | 0.0% | $428 | $1,320(+308.5%) | Aug 21, 2020 | Energy | 1 / 1 | $165.30Nov 5, 2026 |
| BYNDBeyond Meat, Inc. | 7.8 | $47 | 0.0% | $27,275 | -$27,228(-99.8%) | Nov 10, 2020 | Consumer Defensive | 3 / 1 | $6.06Nov 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
- Technology79.0%$17.7M
- Consumer Cyclical8.0%$1.8M
- Communication Services6.1%$1.4M
- Industrials2.5%$558.2K
- Basic Materials2.0%$443.4K
- Real Estate1.1%$238.3K
- Consumer Defensive1.0%$223.5K
- Financial Services0.4%$81.1K
- Healthcare0.1%$18K
- Energy0.0%$1.7K
Excluded from the model
- 304 disclosed rows in total; 256 rows modelled.
- 47 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.
- 1 row was an exchange or an unknown transaction type.
- 21 sells had no modelled shares to sell ($350.1K 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.