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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | 91.3 | $30,837 | 20.5% | $15,245 | $15,593(+102.3%) | Apr 21, 2025 | Communication Services | 1 / 2 | $337.83Sep 23, 2026 |
| CATCaterpillar Inc. | 25.2 | $20,465 | 13.6% | $7,566 | $12,899(+170.5%) | Apr 21, 2025 | Industrials | 2 / 1 | $812.02Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 69.7 | $17,366 | 11.6% | $14,284 | $3,083(+21.6%) | Apr 21, 2025 | Consumer Cyclical | 1 / 2 | $249.27Sep 23, 2026 |
| ASMLASML Holding N.V. | 9.5 | $16,615 | 11.1% | $6,824 | $9,791(+143.5%) | Apr 21, 2025 | Technology | 2 / 1 | $1,744.61Sep 23, 2026 |
| DEDeere & Company | 18.4 | $13,074 | 8.7% | $8,068 | $5,006(+62.0%) | Apr 21, 2025 | Industrials | 2 / 1 | $709.48Sep 23, 2026 |
| RTXRTX Corporation | 62.8 | $12,062 | 8.0% | $7,958 | $4,104(+51.6%) | Apr 21, 2025 | Industrials | 2 / 1 | $192.19Sep 23, 2026 |
| BPBP p.l.c. | 198.2 | $8,816 | 5.9% | $6,564 | $2,252(+34.3%) | Apr 21, 2025 | Energy | 2 / 1 | $44.49Sep 23, 2026 |
| NSRGYNestlé S.A. | 84.2 | $7,841 | 5.2% | $8,508 | -$667(-7.8%) | Apr 21, 2025 | Consumer Defensive | 2 / 1 | $93.17Sep 23, 2026 |
| SONYSony Group Corporation | 305.1 | $7,078 | 4.7% | $7,605 | -$526(-6.9%) | Apr 21, 2025 | Technology | 2 / 1 | $23.20Sep 23, 2026 |
| SAPSAP SE | 26.0 | $5,481 | 3.7% | $7,184 | -$1,704(-23.7%) | Apr 21, 2025 | Technology | 2 / 1 | $210.62Sep 23, 2026 |
| BAThe Boeing Company | 7.2 | $1,437 | 1.0% | $1,002 | $435(+43.4%) | Apr 21, 2025 | Industrials | 1 / 1 | $199.93Sep 23, 2026 |
| SCGLYSociété Générale Société anonyme | 70.8 | $1,161 | 0.8% | $589 | $572(+97.2%) | Apr 21, 2025 | Financial Services | 1 / 1 | $16.39Sep 23, 2026 |
| VCISYVinci SA | 33.7 | $1,059 | 0.7% | $977 | $81(+8.3%) | Apr 21, 2025 | Industrials | 1 / 1 | $31.45Sep 23, 2026 |
| ASAZYASSA ABLOY AB (publ) | 55.6 | $997 | 0.7% | $717 | $280(+39.0%) | Apr 21, 2025 | Industrials | 1 / 1 | $17.93Sep 23, 2026 |
| DBDeutsche Bank Aktiengesellschaft | 26.9 | $966 | 0.6% | $581 | $385(+66.2%) | Apr 21, 2025 | Financial Services | 1 / 1 | $35.87Sep 23, 2026 |
| CNQCanadian Natural Resources Limited | 20.3 | $966 | 0.6% | $542 | $424(+78.3%) | Apr 21, 2025 | Energy | 1 / 1 | $47.64Sep 23, 2026 |
| CRARYCrédit Agricole S.A. | 79.2 | $806 | 0.5% | $665 | $142(+21.3%) | Apr 21, 2025 | Financial Services | 1 / 1 | $10.18Sep 23, 2026 |
| ULUnilever PLC | 11.5 | $716 | 0.5% | $749 | -$33(-4.4%) | Apr 21, 2025 | Consumer Defensive | 1 / 1 | $62.16Sep 23, 2026 |
| BUDAnheuser-Busch InBev SA/NV | 9.0 | $697 | 0.5% | $552 | $145(+26.2%) | Apr 21, 2025 | Consumer Defensive | 1 / 1 | $77.06Sep 23, 2026 |
| UNCRYUniCredit S.p.A. | 10.8 | $511 | 0.3% | $289 | $221(+76.4%) | Apr 21, 2025 | Financial Services | 1 / 1 | $47.48Sep 23, 2026 |
| ITWIllinois Tool Works Inc. | 1.5 | $405 | 0.3% | $323 | $81(+25.2%) | Apr 21, 2025 | Industrials | 1 / 1 | $273.42Sep 23, 2026 |
| CSXCSX Corporation | 8.4 | $397 | 0.3% | $224 | $172(+76.8%) | Apr 21, 2025 | Industrials | 1 / 1 | $47.19Sep 23, 2026 |
| CCICrown Castle Inc. | 5.1 | $360 | 0.2% | $491 | -$131(-26.7%) | Apr 21, 2025 | Real Estate | 1 / 1 | $70.23Sep 23, 2026 |
Sector allocation Estimated
- Industrials33.2%$49.9K
- Communication Services20.5%$30.8K
- Technology19.4%$29.2K
- Consumer Cyclical11.6%$17.4K
- Energy6.5%$9.8K
- Consumer Defensive6.2%$9.3K
- Financial Services2.3%$3.4K
- Real Estate0.2%$360
Excluded from the model
- 213 disclosed rows in total; 213 rows modelled.
- 0 rows had no published ticker (match confidence below the publish threshold).
- 0 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.
- 0 rows were an exchange or an unknown transaction type.
- 75 sells had no modelled shares to sell ($133K 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.