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 Sep 23, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMDAdvanced Micro Devices, Inc. | 51.0 | $31,320 | 14.8% | $8,001 | $23,319(+291.5%) | Jul 21, 2025 | Technology | 1 / 0 | $614.61Sep 23, 2026 |
| MRVLMarvell Technology, Inc. | 109.5 | $28,570 | 13.5% | $8,001 | $20,570(+257.1%) | Jul 21, 2025 | Technology | 1 / 0 | $260.90Sep 23, 2026 |
| AMATApplied Materials, Inc. | 41.5 | $19,704 | 9.3% | $8,001 | $11,704(+146.3%) | Jul 21, 2025 | Technology | 1 / 0 | $474.38Sep 23, 2026 |
| VRTVertiv Holdings Co | 63.4 | $15,770 | 7.5% | $8,001 | $7,770(+97.1%) | Jul 21, 2025 | Industrials | 1 / 0 | $248.78Sep 23, 2026 |
| ANETArista Networks, Inc. | 71.7 | $14,585 | 6.9% | $8,001 | $6,585(+82.3%) | Jul 21, 2025 | Technology | 1 / 0 | $203.47Sep 23, 2026 |
| GOOGLAlphabet Inc. | 42.1 | $14,218 | 6.7% | $8,001 | $6,217(+77.7%) | Jul 21, 2025 | Communication Services | 1 / 0 | $337.83Sep 23, 2026 |
| PWRQuanta Services, Inc. | 20.1 | $12,741 | 6.0% | $8,001 | $4,741(+59.3%) | Jul 21, 2025 | Industrials | 1 / 0 | $634.90Sep 23, 2026 |
| XOMExxonMobil Holdings Corporation | 74.0 | $11,938 | 5.6% | $8,001 | $3,938(+49.2%) | Jul 21, 2025 | Energy | 1 / 1 | $161.23Sep 23, 2026 |
| NVDANVIDIA Corporation | 46.7 | $10,527 | 5.0% | $8,001 | $2,527(+31.6%) | Jul 21, 2025 | Technology | 1 / 0 | $225.51Sep 23, 2026 |
| BACBank of America Corporation | 168.5 | $9,436 | 4.5% | $8,001 | $1,436(+17.9%) | Jul 21, 2025 | Financial Services | 1 / 0 | $56.00Sep 23, 2026 |
| VZVerizon Communications Inc. | 202.4 | $9,415 | 4.4% | $8,001 | $1,415(+17.7%) | Mar 7, 2024 | Communication Services | 2 / 1 | $46.52Sep 23, 2026 |
| JPMJPMorgan Chase & Co. | 27.5 | $9,281 | 4.4% | $8,001 | $1,280(+16.0%) | Jul 21, 2025 | Financial Services | 1 / 0 | $337.53Sep 23, 2026 |
| KEXKirby Corporation | 69.1 | $8,982 | 4.2% | $8,001 | $981(+12.3%) | Jul 21, 2025 | Industrials | 1 / 0 | $130.04Sep 23, 2026 |
| HONHoneywell International Inc. | 38.7 | $8,228 | 3.9% | $8,001 | $227(+2.8%) | Dec 29, 2025 | Industrials | 1 / 0 | $212.57Sep 23, 2026 |
| LOWLowe's Companies, Inc. | 36.2 | $6,930 | 3.3% | $8,001 | -$1,070(-13.4%) | Jul 21, 2025 | Consumer Cyclical | 1 / 0 | $191.36Sep 23, 2026 |
Sector allocation Estimated
- Technology49.5%$104.7K
- Industrials21.6%$45.7K
- Communication Services11.2%$23.6K
- Financial Services8.8%$18.7K
- Energy5.6%$11.9K
- Consumer Cyclical3.3%$6.9K
Excluded from the model
- 57 disclosed rows in total; 48 rows modelled.
- 7 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.
- 21 sells had no modelled shares to sell ($120.4K 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.