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$292,098
39 positions
Invested (cum.)
Estimated$760,546
Sum of buy midpoints
Realized (cum.)
Estimated$502,291
Modelled sell proceeds
Return vs SPY
Estimated+4.4%
SPY with identical cash flows: +19.7%
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
39 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corporation | 126.1 | $37,571 | 12.9% | $32,501 | $5,070(+15.6%) | Apr 4, 2022 | Industrials | 1 / 1 | $297.95Nov 5, 2026 |
| KLACKLA Corporation | 218.0 | $28,292 | 9.7% | $8,001 | $20,292(+253.6%) | Apr 4, 2022 | Technology | 1 / 0 | $129.80Nov 5, 2026 |
| HCAHCA Healthcare, Inc. | 48.1 | $24,391 | 8.4% | $7,790 | $16,600(+213.1%) | May 25, 2023 | Healthcare | 2 / 2 | $507.48Nov 5, 2026 |
| AONAon plc | 66.2 | $22,783 | 7.8% | $17,284 | $5,499(+31.8%) | May 25, 2023 | Financial Services | 3 / 1 | $344.40Nov 5, 2026 |
| CTASCintas Corporation | 93.3 | $21,133 | 7.2% | $9,203 | $11,930(+129.6%) | May 25, 2023 | Industrials | 2 / 2 | $226.41Nov 5, 2026 |
| MAMastercard Incorporated | 23.0 | $15,069 | 5.2% | $8,243 | $6,826(+82.8%) | May 25, 2023 | Financial Services | 2 / 2 | $655.92Nov 5, 2026 |
| JPMJPMorgan Chase & Co. | 41.7 | $14,081 | 4.8% | $6,632 | $7,449(+112.3%) | May 25, 2023 | Financial Services | 2 / 2 | $337.34Nov 5, 2026 |
| VVisa Inc. | 33.2 | $14,033 | 4.8% | $7,698 | $6,335(+82.3%) | May 25, 2023 | Financial Services | 2 / 2 | $422.59Nov 5, 2026 |
| TTTrane Technologies plc | 33.3 | $13,065 | 4.5% | $6,572 | $6,493(+98.8%) | May 25, 2023 | Industrials | 2 / 2 | $392.43Nov 5, 2026 |
| TMOThermo Fisher Scientific Inc. | 13.6 | $9,183 | 3.1% | $7,502 | $1,681(+22.4%) | May 25, 2023 | Healthcare | 2 / 2 | $676.94Nov 5, 2026 |
| TMUST-Mobile US, Inc. | 55.8 | $8,960 | 3.1% | $7,782 | $1,178(+15.1%) | May 25, 2023 | Communication Services | 3 / 2 | $160.59Nov 5, 2026 |
| HDThe Home Depot, Inc. | 25.1 | $8,782 | 3.0% | $8,238 | $544(+6.6%) | Oct 13, 2021 | Consumer Cyclical | 2 / 2 | $349.94Nov 5, 2026 |
| UNHUnitedHealth Group Incorporated | 21.6 | $8,550 | 2.9% | $9,014 | -$464(-5.1%) | May 25, 2023 | Healthcare | 2 / 2 | $395.72Nov 5, 2026 |
| NXPINXP Semiconductors N.V. | 27.9 | $6,822 | 2.3% | $5,986 | $836(+14.0%) | May 25, 2023 | Technology | 2 / 1 | $244.43Nov 5, 2026 |
| SBUXStarbucks Corporation | 54.7 | $5,810 | 2.0% | $6,439 | -$629(-9.8%) | May 25, 2023 | Consumer Cyclical | 2 / 1 | $106.16Nov 5, 2026 |
| ACNAccenture plc | 21.1 | $5,589 | 1.9% | $6,954 | -$1,365(-19.6%) | May 25, 2023 | Technology | 2 / 1 | $265.16Nov 5, 2026 |
| MRKMerck & Co., Inc. | 35.3 | $5,183 | 1.8% | $2,649 | $2,534(+95.6%) | May 25, 2023 | Healthcare | 1 / 2 | $146.94Nov 5, 2026 |
| BXBlackstone Inc. | 36.6 | $4,385 | 1.5% | $4,424 | -$38(-0.9%) | May 25, 2023 | Financial Services | 2 / 1 | $119.82Nov 5, 2026 |
| PWRQuanta Services, Inc. | 8.2 | $4,189 | 1.4% | $1,208 | $2,981(+246.9%) | May 25, 2023 | Industrials | 1 / 1 | $509.06Nov 5, 2026 |
| EWEdwards Lifesciences Corporation | 38.3 | $3,864 | 1.3% | $4,499 | -$635(-14.1%) | May 25, 2023 | Healthcare | 2 / 2 | $100.82Nov 5, 2026 |
| GILDGilead Sciences, Inc. | 19.5 | $3,272 | 1.1% | $1,275 | $1,997(+156.7%) | May 25, 2023 | Healthcare | 1 / 1 | $167.57Nov 5, 2026 |
| QCOMQUALCOMM Incorporated | 20.7 | $3,251 | 1.1% | $2,377 | $875(+36.8%) | May 25, 2023 | Technology | 2 / 2 | $156.75Nov 5, 2026 |
| ALLYAlly Financial Inc. | 79.0 | $3,066 | 1.0% | $4,093 | -$1,027(-25.1%) | Jun 15, 2022 | Financial Services | 2 / 1 | $38.83Nov 5, 2026 |
| DISThe Walt Disney Company | 21.3 | $2,501 | 0.9% | $3,045 | -$544(-17.9%) | May 25, 2023 | Communication Services | 2 / 2 | $117.22Nov 5, 2026 |
| ZTSZoetis Inc. | 29.9 | $2,454 | 0.8% | $6,106 | -$3,653(-59.8%) | May 25, 2023 | Healthcare | 2 / 2 | $82.11Nov 5, 2026 |
| TJXThe TJX Companies, Inc. | 15.9 | $2,204 | 0.8% | $1,049 | $1,155(+110.0%) | May 25, 2023 | Consumer Cyclical | 1 / 1 | $138.59Nov 5, 2026 |
| NWLNewell Brands Inc. | 361.4 | $1,984 | 0.7% | $8,001 | -$6,017(-75.2%) | Sep 30, 2021 | Consumer Defensive | 1 / 0 | $5.49Nov 5, 2026 |
| BRK-BBerkshire Hathaway Inc. | 3.0 | $1,710 | 0.6% | $852 | $859(+100.8%) | May 25, 2023 | Financial Services | 1 / 2 | $572.33Nov 5, 2026 |
| BUDAnheuser-Busch InBev SA/NV | 19.7 | $1,674 | 0.6% | $981 | $694(+70.7%) | May 25, 2023 | Consumer Defensive | 1 / 1 | $85.20Nov 5, 2026 |
| GISGeneral Mills, Inc. | 39.1 | $1,425 | 0.5% | $2,337 | -$913(-39.1%) | May 25, 2023 | Consumer Defensive | 2 / 2 | $36.46Nov 5, 2026 |
| PEPPepsiCo, Inc. | 9.7 | $1,379 | 0.5% | $1,453 | -$74(-5.1%) | May 25, 2023 | Consumer Defensive | 1 / 2 | $142.71Nov 5, 2026 |
| CSCOCisco Systems, Inc. | 11.7 | $1,116 | 0.4% | $620 | $496(+80.0%) | May 25, 2023 | Technology | 2 / 2 | $95.72Nov 5, 2026 |
| ADBEAdobe Inc. | 4.3 | $1,071 | 0.4% | $2,809 | -$1,738(-61.9%) | May 25, 2023 | Technology | 2 / 2 | $246.44Nov 5, 2026 |
| COSTCostco Wholesale Corporation | 0.9 | $972 | 0.3% | $421 | $552(+131.2%) | May 25, 2023 | Consumer Defensive | 1 / 2 | $1,065.59Nov 5, 2026 |
| KOThe Coca-Cola Company | 8.5 | $813 | 0.3% | $482 | $331(+68.6%) | May 25, 2023 | Consumer Defensive | 1 / 2 | $95.73Nov 5, 2026 |
| ODFLOld Dominion Freight Line, Inc. | 4.4 | $745 | 0.3% | $624 | $120(+19.3%) | May 25, 2023 | Industrials | 1 / 1 | $170.56Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 1.8 | $461 | 0.2% | $291 | $170(+58.4%) | Oct 15, 2021 | Consumer Cyclical | 1 / 1 | $260.21Nov 5, 2026 |
| AEPAmerican Electric Power Company, Inc. | 1.6 | $200 | 0.1% | $128 | $72(+56.2%) | May 25, 2023 | Utilities | 1 / 2 | $126.77Nov 5, 2026 |
| ROPRoper Technologies, Inc. | 0.1 | $65 | 0.0% | $59 | $6(+10.0%) | May 25, 2023 | Technology | 1 / 1 | $490.96Nov 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
- Industrials26.3%$76.7K
- Financial Services25.7%$75.1K
- Healthcare19.5%$56.9K
- Technology15.8%$46.2K
- Consumer Cyclical5.9%$17.3K
- Communication Services3.9%$11.5K
- Consumer Defensive2.8%$8.2K
- Utilities0.1%$200
Excluded from the model
- 308 disclosed rows in total; 236 rows modelled.
- 21 rows had no published ticker (match confidence below the publish threshold).
- 50 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.
- 85 sells had no modelled shares to sell ($674.3K 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.