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$655,757
24 positions
Invested (cum.)
Estimated$836,530
Sum of buy midpoints
Realized (cum.)
Estimated$332,566
Modelled sell proceeds
Return vs SPY
Estimated+18.1%
SPY with identical cash flows: +46.5%
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| UBSIUnited Bankshares, Inc. | 6,479.8 | $313,556 | 47.8% | $250,001 | $63,555(+25.4%) | Mar 3, 2021 | Financial Services | 2 / 0 | $48.39Nov 5, 2026 |
| AXPAmerican Express Company | 126.9 | $41,243 | 6.3% | $40,501 | $742(+1.8%) | Mar 11, 2026 | Financial Services | 2 / 0 | $324.97Nov 5, 2026 |
| GOOGLAlphabet Inc. | 141.3 | $39,914 | 6.1% | $27,612 | $12,302(+44.6%) | Feb 9, 2026 | Communication Services | 4 / 1 | $282.57Nov 5, 2026 |
| AVGOBroadcom Inc. | 116.6 | $33,985 | 5.2% | $23,079 | $10,906(+47.3%) | Apr 13, 2026 | Technology | 4 / 2 | $291.53Nov 5, 2026 |
| METAMeta Platforms, Inc. | 49.8 | $30,139 | 4.6% | $32,002 | -$1,863(-5.8%) | Nov 13, 2025 | Communication Services | 4 / 0 | $605.08Nov 5, 2026 |
| SBUXStarbucks Corporation | 255.8 | $27,158 | 4.1% | $24,461 | $2,696(+11.0%) | Jan 28, 2026 | Consumer Cyclical | 1 / 1 | $106.16Nov 5, 2026 |
| GEGE Aerospace | 47.0 | $14,805 | 2.3% | $8,001 | $6,804(+85.0%) | Dec 27, 2024 | Industrials | 1 / 0 | $314.73Nov 5, 2026 |
| ZTSZoetis Inc. | 163.3 | $13,410 | 2.0% | $32,501 | -$19,090(-58.7%) | Feb 27, 2024 | Healthcare | 1 / 0 | $82.11Nov 5, 2026 |
| LLYEli Lilly and Company | 9.7 | $13,227 | 2.0% | $8,001 | $5,227(+65.3%) | Oct 24, 2025 | Healthcare | 1 / 0 | $1,364.73Nov 5, 2026 |
| PSXPhillips 66 | 48.0 | $11,861 | 1.8% | $3,358 | $8,503(+253.2%) | Jan 17, 2025 | Energy | 1 / 1 | $247.04Nov 5, 2026 |
| SPGIS&P Global Inc. | 23.9 | $11,286 | 1.7% | $8,822 | $2,464(+27.9%) | Apr 9, 2024 | Financial Services | 2 / 1 | $472.41Nov 5, 2026 |
| CVXChevron Corporation | 50.1 | $10,678 | 1.6% | $7,835 | $2,843(+36.3%) | Oct 17, 2025 | Energy | 2 / 1 | $212.93Nov 5, 2026 |
| MAMastercard Incorporated | 16.2 | $10,623 | 1.6% | $8,001 | $2,622(+32.8%) | Mar 28, 2026 | Financial Services | 1 / 0 | $655.92Nov 5, 2026 |
| PLDPrologis, Inc. | 76.3 | $9,803 | 1.5% | $8,001 | $1,803(+22.5%) | Aug 1, 2025 | Real Estate | 1 / 0 | $128.55Nov 5, 2026 |
| CSCOCisco Systems, Inc. | 93.7 | $8,973 | 1.4% | $4,544 | $4,429(+97.5%) | Jul 21, 2026 | Technology | 1 / 2 | $95.72Nov 5, 2026 |
| PNCThe PNC Financial Services Group, Inc. | 39.5 | $8,950 | 1.4% | $8,001 | $950(+11.9%) | Mar 12, 2026 | Financial Services | 1 / 0 | $226.75Nov 5, 2026 |
| CEGConstellation Energy Corporation | 36.0 | $8,623 | 1.3% | $9,140 | -$517(-5.7%) | Apr 17, 2026 | Utilities | 2 / 1 | $239.65Nov 5, 2026 |
| COSTCostco Wholesale Corporation | 7.9 | $8,445 | 1.3% | $3,850 | $4,595(+119.4%) | Oct 17, 2025 | Consumer Defensive | 1 / 1 | $1,065.59Nov 5, 2026 |
| SHWThe Sherwin-Williams Company | 23.3 | $8,131 | 1.2% | $8,001 | $130(+1.6%) | Aug 1, 2025 | Basic Materials | 1 / 0 | $349.01Nov 5, 2026 |
| CMSCMS Energy Corporation | 113.0 | $7,984 | 1.2% | $8,001 | -$17(-0.2%) | Jun 1, 2022 | Utilities | 1 / 0 | $70.68Nov 5, 2026 |
| AMTAmerican Tower Corporation | 35.6 | $6,914 | 1.1% | $8,001 | -$1,086(-13.6%) | Dec 31, 2020 | Real Estate | 1 / 0 | $193.99Nov 5, 2026 |
| CSLCarlisle Companies Incorporated | 17.4 | $6,584 | 1.0% | $8,001 | -$1,416(-17.7%) | Oct 8, 2024 | Industrials | 1 / 0 | $378.96Nov 5, 2026 |
| ABTAbbott Laboratories | 43.3 | $4,919 | 0.8% | $3,377 | $1,542(+45.7%) | Feb 24, 2025 | Healthcare | 1 / 1 | $113.60Nov 5, 2026 |
| USBU.S. Bancorp | 76.1 | $4,545 | 0.7% | $4,170 | $375(+9.0%) | Sep 1, 2023 | Financial Services | 2 / 1 | $59.75Nov 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
- Financial Services59.5%$390.2K
- Communication Services10.7%$70.1K
- Technology6.6%$43K
- Healthcare4.8%$31.6K
- Consumer Cyclical4.1%$27.2K
- Energy3.4%$22.5K
- Industrials3.3%$21.4K
- Real Estate2.5%$16.7K
- Utilities2.5%$16.6K
- Consumer Defensive1.3%$8.4K
- Basic Materials1.2%$8.1K
Excluded from the model
- 263 disclosed rows in total; 256 rows modelled.
- 3 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 2 rows had no closing price within the lookup window of the trade date.
- 2 rows were an exchange or an unknown transaction type.
- 63 sells had no modelled shares to sell ($1.4M 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.