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$680,483
44 positions
Invested (cum.)
Estimated$608,537
Sum of buy midpoints
Realized (cum.)
Estimated$193,032
Modelled sell proceeds
Return vs SPY
Estimated+43.5%
SPY with identical cash flows: +52.5%
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
44 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMZNAmazon.com, Inc. | 254.9 | $66,329 | 9.7% | $48,502 | $17,827(+36.8%) | Jan 7, 2025 | Consumer Cyclical | 3 / 0 | $260.21Nov 5, 2026 |
| GOOGLAlphabet Inc. | 162.7 | $45,981 | 6.8% | $19,497 | $26,484(+135.8%) | Oct 31, 2024 | Communication Services | 3 / 1 | $282.57Nov 5, 2026 |
| MSFTMicrosoft Corporation | 85.1 | $45,587 | 6.7% | $27,319 | $18,268(+66.9%) | Feb 5, 2025 | Technology | 4 / 1 | $535.93Nov 5, 2026 |
| LRCXLam Research Corporation | 201.0 | $37,234 | 5.5% | $10,671 | $26,563(+248.9%) | Jan 24, 2025 | Technology | 2 / 1 | $185.20Nov 5, 2026 |
| JPMJPMorgan Chase & Co. | 107.7 | $36,332 | 5.3% | $16,001 | $20,331(+127.1%) | Feb 13, 2023 | Financial Services | 2 / 0 | $337.34Nov 5, 2026 |
| ARMKAramark | 483.9 | $24,341 | 3.6% | $16,001 | $8,340(+52.1%) | Feb 5, 2025 | Industrials | 2 / 0 | $50.30Nov 5, 2026 |
| VEEVVeeva Systems Inc. | 77.5 | $24,019 | 3.5% | $16,001 | $8,018(+50.1%) | Feb 13, 2023 | Healthcare | 2 / 0 | $310.10Nov 5, 2026 |
| MCKMcKesson Corporation | 20.6 | $22,035 | 3.2% | $8,001 | $14,035(+175.4%) | Jun 8, 2023 | Healthcare | 1 / 0 | $1,072.00Nov 5, 2026 |
| PNCThe PNC Financial Services Group, Inc. | 94.5 | $21,436 | 3.2% | $16,001 | $5,435(+34.0%) | Feb 13, 2023 | Financial Services | 2 / 0 | $226.75Nov 5, 2026 |
| PGThe Procter & Gamble Company | 121.3 | $20,269 | 3.0% | $16,001 | $4,268(+26.7%) | Apr 14, 2021 | Consumer Defensive | 2 / 0 | $167.10Nov 5, 2026 |
| CACICACI International Inc | 32.4 | $19,604 | 2.9% | $8,001 | $11,603(+145.0%) | Mar 17, 2021 | Technology | 1 / 0 | $604.51Nov 5, 2026 |
| VRTXVertex Pharmaceuticals Incorporated | 31.0 | $16,824 | 2.5% | $8,001 | $8,824(+110.3%) | Mar 29, 2022 | Healthcare | 1 / 0 | $542.50Nov 5, 2026 |
| TJXThe TJX Companies, Inc. | 120.1 | $16,643 | 2.4% | $8,001 | $8,643(+108.0%) | Sep 9, 2022 | Consumer Cyclical | 1 / 0 | $138.59Nov 5, 2026 |
| PEPPepsiCo, Inc. | 114.8 | $16,383 | 2.4% | $16,001 | $382(+2.4%) | Feb 5, 2025 | Consumer Defensive | 2 / 0 | $142.71Nov 5, 2026 |
| MRKMerck & Co., Inc. | 108.5 | $15,938 | 2.3% | $8,001 | $7,938(+99.2%) | Mar 17, 2021 | Healthcare | 1 / 0 | $146.94Nov 5, 2026 |
| PANWPalo Alto Networks, Inc. | 47.0 | $14,798 | 2.2% | $8,001 | $6,798(+85.0%) | Jan 24, 2024 | Technology | 1 / 0 | $314.67Nov 5, 2026 |
| MCOMoody's Corporation | 27.3 | $14,066 | 2.1% | $8,001 | $6,066(+75.8%) | Mar 17, 2021 | Financial Services | 1 / 0 | $515.34Nov 5, 2026 |
| VRSNVeriSign, Inc. | 45.0 | $14,036 | 2.1% | $8,865 | $5,171(+58.3%) | Jun 10, 2021 | Technology | 2 / 1 | $312.06Nov 5, 2026 |
| MAMastercard Incorporated | 21.1 | $13,858 | 2.0% | $8,001 | $5,857(+73.2%) | Mar 17, 2021 | Financial Services | 1 / 0 | $655.92Nov 5, 2026 |
| KLACKLA Corporation | 106.7 | $13,850 | 2.0% | $8,001 | $5,849(+73.1%) | Jan 24, 2025 | Technology | 1 / 0 | $129.80Nov 5, 2026 |
| URIUnited Rentals, Inc. | 13.2 | $13,772 | 2.0% | $4,247 | $9,525(+224.3%) | Feb 28, 2024 | Industrials | 1 / 1 | $1,043.78Nov 5, 2026 |
| NOCNorthrop Grumman Corporation | 25.8 | $13,531 | 2.0% | $8,001 | $5,530(+69.1%) | Mar 17, 2021 | Industrials | 1 / 0 | $525.25Nov 5, 2026 |
| ICEIntercontinental Exchange, Inc. | 70.4 | $12,244 | 1.8% | $8,001 | $4,243(+53.0%) | Mar 17, 2021 | Financial Services | 1 / 0 | $174.00Nov 5, 2026 |
| BJBJ's Wholesale Club Holdings, Inc. | 109.0 | $12,129 | 1.8% | $4,603 | $7,526(+163.5%) | Mar 3, 2025 | Consumer Defensive | 1 / 1 | $111.26Nov 5, 2026 |
| AZOAutoZone, Inc. | 3.5 | $11,433 | 1.7% | $4,460 | $6,973(+156.3%) | May 17, 2024 | Consumer Cyclical | 1 / 1 | $3,308.97Nov 5, 2026 |
| NOWServiceNow, Inc. | 110.7 | $11,334 | 1.7% | $8,001 | $3,334(+41.7%) | Nov 9, 2022 | Technology | 1 / 0 | $102.36Nov 5, 2026 |
| NXPINXP Semiconductors N.V. | 46.2 | $11,297 | 1.7% | $9,144 | $2,152(+23.5%) | Sep 11, 2024 | Technology | 2 / 1 | $244.43Nov 5, 2026 |
| LINLinde plc | 21.0 | $10,943 | 1.6% | $8,001 | $2,942(+36.8%) | Jun 30, 2023 | Basic Materials | 1 / 0 | $521.23Nov 5, 2026 |
| ISRGIntuitive Surgical, Inc. | 23.0 | $10,782 | 1.6% | $8,001 | $2,781(+34.8%) | Jul 20, 2023 | Healthcare | 1 / 0 | $468.52Nov 5, 2026 |
| UNHUnitedHealth Group Incorporated | 22.7 | $8,990 | 1.3% | $8,001 | $989(+12.4%) | Mar 17, 2021 | Healthcare | 1 / 0 | $395.72Nov 5, 2026 |
| TDGTransDigm Group Incorporated | 6.8 | $8,118 | 1.2% | $8,001 | $117(+1.5%) | Feb 28, 2024 | Industrials | 1 / 0 | $1,189.19Nov 5, 2026 |
| CDWCDW Corporation | 49.9 | $7,900 | 1.2% | $8,001 | -$100(-1.3%) | Mar 17, 2021 | Technology | 1 / 0 | $158.39Nov 5, 2026 |
| QCOMQUALCOMM Incorporated | 49.2 | $7,705 | 1.1% | $8,001 | -$296(-3.7%) | Oct 31, 2024 | Technology | 1 / 0 | $156.75Nov 5, 2026 |
| INTUIntuit Inc. | 20.4 | $7,247 | 1.1% | $8,001 | -$753(-9.4%) | Mar 17, 2021 | Technology | 1 / 0 | $354.84Nov 5, 2026 |
| AMHAmerican Homes 4 Rent | 196.4 | $6,498 | 1.0% | $8,001 | -$1,502(-18.8%) | Mar 29, 2022 | Real Estate | 1 / 0 | $33.09Nov 5, 2026 |
| ACNAccenture plc | 24.0 | $6,367 | 0.9% | $9,037 | -$2,670(-29.5%) | Feb 5, 2025 | Technology | 2 / 1 | $265.16Nov 5, 2026 |
| CATCaterpillar Inc. | 10.4 | $5,737 | 0.8% | $2,421 | $3,316(+137.0%) | Sep 11, 2024 | Industrials | 1 / 1 | $553.64Nov 5, 2026 |
| BAThe Boeing Company | 23.4 | $4,036 | 0.6% | $6,034 | -$1,998(-33.1%) | Feb 28, 2024 | Industrials | 2 / 1 | $172.50Nov 5, 2026 |
| CSGPCoStar Group, Inc. | 107.9 | $3,458 | 0.5% | $8,001 | -$4,543(-56.8%) | Jan 21, 2025 | Real Estate | 1 / 0 | $32.05Nov 5, 2026 |
| LOWLowe's Companies, Inc. | 11.2 | $2,556 | 0.4% | $1,962 | $594(+30.3%) | May 17, 2024 | Consumer Cyclical | 1 / 1 | $227.24Nov 5, 2026 |
| FISVFiserv, Inc. | 39.3 | $2,463 | 0.4% | $8,001 | -$5,538(-69.2%) | Jan 7, 2025 | Unclassified | 2 / 1 | $62.74Nov 5, 2026 |
| BAXBaxter International Inc. | 39.0 | $999 | 0.1% | $3,199 | -$2,199(-68.8%) | Dec 5, 2022 | Healthcare | 2 / 1 | $25.65Nov 5, 2026 |
| JJacobs Solutions Inc. | 6.3 | $928 | 0.1% | $652 | $276(+42.3%) | May 17, 2024 | Industrials | 1 / 1 | $147.54Nov 5, 2026 |
| CCICrown Castle Inc. | 5.0 | $454 | 0.1% | $823 | -$369(-44.9%) | Mar 29, 2022 | Real Estate | 1 / 1 | $90.95Nov 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
- Technology28.9%$197K
- Healthcare14.6%$99.6K
- Financial Services14.4%$97.9K
- Consumer Cyclical14.2%$97K
- Industrials10.4%$70.5K
- Consumer Defensive7.2%$48.8K
- Communication Services6.8%$46K
- Basic Materials1.6%$10.9K
- Real Estate1.5%$10.4K
- Unclassified0.4%$2.5K
Excluded from the model
- 201 disclosed rows in total; 101 rows modelled.
- 97 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.
- 0 rows were an exchange or an unknown transaction type.
- 11 sells had no modelled shares to sell ($31K 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.