Estimated portfolio Estimated
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.
Return index Estimated
- 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
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| LMTLockheed Martin Corporation | 311.5 | $179,446 | 10.5% | $133,401 | $46,045(+34.5%) | Feb 18, 2025 | Industrials | 6 / 1 | $576.16Nov 5, 2026 |
| AMGNAmgen Inc. | 289.6 | $133,278 | 7.8% | $91,002 | $42,276(+46.5%) | Aug 7, 2024 | Healthcare | 3 / 0 | $460.28Nov 5, 2026 |
| UNPUnion Pacific Corporation | 437.8 | $130,436 | 7.6% | $99,002 | $31,434(+31.8%) | Oct 14, 2025 | Industrials | 4 / 0 | $297.95Nov 5, 2026 |
| CBChubb Limited | 341.9 | $127,046 | 7.4% | $91,002 | $36,045(+39.6%) | Aug 7, 2024 | Financial Services | 3 / 0 | $371.63Nov 5, 2026 |
| QQQMInvesco NASDAQ 100 ETF | 462.5 | $123,408 | 7.2% | $83,001 | $40,407(+48.7%) | Aug 7, 2024 | ETF | 2 / 0 | $266.85Nov 5, 2026 |
| GDGeneral Dynamics Corporation | 316.4 | $112,747 | 6.6% | $91,002 | $21,745(+23.9%) | Aug 7, 2024 | Industrials | 3 / 0 | $356.35Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 424.5 | $110,471 | 6.4% | $91,002 | $19,470(+21.4%) | Feb 26, 2025 | Consumer Cyclical | 3 / 0 | $260.21Nov 5, 2026 |
| APDAir Products and Chemicals, Inc. | 327.6 | $101,378 | 5.9% | $91,002 | $10,376(+11.4%) | Aug 7, 2024 | Basic Materials | 3 / 0 | $309.49Nov 5, 2026 |
| ADPAutomatic Data Processing, Inc. | 329.1 | $101,079 | 5.9% | $91,002 | $10,078(+11.1%) | Sep 25, 2024 | Technology | 3 / 0 | $307.14Nov 5, 2026 |
| IVViShares Core S&P 500 ETF | 136.7 | $100,674 | 5.9% | $91,002 | $9,672(+10.6%) | Oct 14, 2025 | ETF | 4 / 1 | $736.21Nov 5, 2026 |
| ITWIllinois Tool Works Inc. | 352.6 | $100,646 | 5.9% | $91,002 | $9,645(+10.6%) | Sep 25, 2024 | Industrials | 3 / 0 | $285.41Nov 5, 2026 |
| ACNAccenture plc | 374.0 | $99,162 | 5.8% | $107,003 | -$7,841(-7.3%) | Aug 26, 2026 | Technology | 5 / 0 | $265.16Nov 5, 2026 |
| NVONovo Nordisk A/S | 1,904.4 | $76,747 | 4.5% | $105,004 | -$28,256(-26.9%) | Aug 26, 2026 | Healthcare | 7 / 0 | $40.30Nov 5, 2026 |
| GOOGLAlphabet Inc. | 238.8 | $67,477 | 3.9% | $32,501 | $34,976(+107.6%) | Mar 21, 2022 | Communication Services | 1 / 0 | $282.57Nov 5, 2026 |
| COSTCostco Wholesale Corporation | 32.7 | $34,844 | 2.0% | $17,015 | $17,829(+104.8%) | Jan 28, 2025 | Consumer Defensive | 3 / 5 | $1,065.59Nov 5, 2026 |
| JNJJohnson & Johnson | 94.2 | $25,664 | 1.5% | $15,054 | $10,610(+70.5%) | Jun 16, 2025 | Healthcare | 3 / 2 | $272.32Nov 5, 2026 |
| CMCSAComcast Corporation | 947.6 | $23,643 | 1.4% | $33,990 | -$10,347(-30.4%) | Aug 4, 2025 | Communication Services | 4 / 4 | $24.95Nov 5, 2026 |
| PEPPepsiCo, Inc. | 143.2 | $20,430 | 1.2% | $21,356 | -$926(-4.3%) | Aug 26, 2026 | Consumer Defensive | 4 / 2 | $142.71Nov 5, 2026 |
| IVWiShares S&P 500 Growth ETF | 125.5 | $16,122 | 0.9% | $8,001 | $8,121(+101.5%) | Sep 13, 2022 | ETF | 1 / 0 | $128.42Nov 5, 2026 |
| HSYThe Hershey Company | 58.2 | $10,323 | 0.6% | $11,622 | -$1,299(-11.2%) | Feb 10, 2026 | Consumer Defensive | 3 / 3 | $177.43Nov 5, 2026 |
| MCDMcDonald's Corporation | 30.0 | $8,333 | 0.5% | $8,001 | $333(+4.2%) | Aug 26, 2026 | Consumer Cyclical | 4 / 2 | $278.04Nov 5, 2026 |
| MRKMerck & Co., Inc. | 41.8 | $6,135 | 0.4% | $4,752 | $1,382(+29.1%) | Jun 16, 2025 | Healthcare | 2 / 2 | $146.94Nov 5, 2026 |
| UNHUnitedHealth Group Incorporated | 14.1 | $5,593 | 0.3% | $8,001 | -$2,408(-30.1%) | Aug 7, 2024 | Healthcare | 2 / 2 | $395.72Nov 5, 2026 |
Sector allocation Estimated
- Industrials30.5%$523.3K
- Healthcare14.4%$247.4K
- ETF14.0%$240.2K
- Technology11.7%$200.2K
- Financial Services7.4%$127K
- Consumer Cyclical6.9%$118.8K
- Basic Materials5.9%$101.4K
- Communication Services5.3%$91.1K
- Consumer Defensive3.8%$65.6K
Excluded from the model
- 313 disclosed rows in total; 243 rows modelled.
- 36 rows had no published ticker (match confidence below the publish threshold).
- 27 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.
- 3 rows were an exchange or an unknown transaction type.
- 37 sells had no modelled shares to sell ($30.9M 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.