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 Sep 23, 2026.
Est. portfolio value
Estimated$27,923,467
48 positions
Invested (cum.)
Estimated$16,192,075
Sum of buy midpoints
Realized (cum.)
Estimated$536,680
Modelled sell proceeds
Return vs SPY
Estimated+75.8%
SPY with identical cash flows: +81.0%
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
48 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMEAMETEK, Inc. | 109,467.3 | $26,978,209 | 96.6% | $14,983,881 | $11,994,328(+80.0%) | Jun 2, 2021 | Industrials | 1 / 2 | $246.45Sep 23, 2026 |
| NVDANVIDIA Corporation | 380.1 | $85,708 | 0.3% | $16,001 | $69,707(+435.6%) | Oct 19, 2023 | Technology | 2 / 0 | $225.51Sep 23, 2026 |
| FTNTFortinet, Inc. | 312.9 | $55,921 | 0.2% | $25,074 | $30,847(+123.0%) | Oct 9, 2025 | Technology | 5 / 2 | $178.74Sep 23, 2026 |
| LRCXLam Research Corporation | 161.4 | $49,589 | 0.2% | $16,001 | $33,588(+209.9%) | Aug 7, 2025 | Technology | 2 / 0 | $307.28Sep 23, 2026 |
| MPWRMonolithic Power Systems, Inc. | 32.7 | $44,330 | 0.2% | $12,028 | $32,302(+268.6%) | Jun 5, 2026 | Technology | 2 / 2 | $1,355.47Sep 23, 2026 |
| APHAmphenol Corporation | 499.0 | $41,014 | 0.1% | $16,001 | $25,013(+156.3%) | Apr 10, 2025 | Technology | 2 / 0 | $82.19Sep 23, 2026 |
| METAMeta Platforms, Inc. | 54.4 | $40,447 | 0.1% | $16,001 | $24,446(+152.8%) | Jul 5, 2023 | Communication Services | 2 / 0 | $744.10Sep 23, 2026 |
| ANETArista Networks, Inc. | 192.9 | $39,240 | 0.1% | $16,001 | $23,239(+145.2%) | Mar 20, 2025 | Technology | 2 / 0 | $203.47Sep 23, 2026 |
| MRVLMarvell Technology, Inc. | 149.4 | $38,975 | 0.1% | $16,001 | $22,974(+143.6%) | Apr 2, 2026 | Technology | 2 / 0 | $260.90Sep 23, 2026 |
| GOOGAlphabet Inc. | 115.0 | $38,525 | 0.1% | $16,001 | $22,524(+140.8%) | Oct 19, 2023 | Communication Services | 2 / 0 | $334.98Sep 23, 2026 |
| AVGOBroadcom Inc. | 84.0 | $29,811 | 0.1% | $16,001 | $13,810(+86.3%) | Mar 20, 2025 | Technology | 2 / 0 | $354.99Sep 23, 2026 |
| MCKMcKesson Corporation | 32.1 | $28,264 | 0.1% | $16,001 | $12,263(+76.6%) | Oct 1, 2024 | Healthcare | 2 / 0 | $880.50Sep 23, 2026 |
| NFLXNetflix, Inc. | 389.9 | $27,822 | 0.1% | $32,002 | -$4,180(-13.1%) | Aug 12, 2026 | Communication Services | 4 / 0 | $71.36Sep 23, 2026 |
| VVisa Inc. | 72.3 | $26,147 | 0.1% | $24,002 | $2,145(+8.9%) | Oct 24, 2025 | Financial Services | 3 / 0 | $361.52Sep 23, 2026 |
| FIXComfort Systems USA, Inc. | 15.9 | $25,896 | 0.1% | $16,001 | $9,895(+61.8%) | Dec 4, 2025 | Industrials | 2 / 0 | $1,625.90Sep 23, 2026 |
| EXPDExpeditors International of Washington, Inc. | 130.3 | $24,501 | 0.1% | $16,001 | $8,500(+53.1%) | Jun 2, 2021 | Industrials | 2 / 0 | $188.03Sep 23, 2026 |
| MSFTMicrosoft Corporation | 47.3 | $23,688 | 0.1% | $16,001 | $7,687(+48.0%) | Jul 5, 2023 | Technology | 2 / 0 | $500.59Sep 23, 2026 |
| NOWServiceNow, Inc. | 150.3 | $21,155 | 0.1% | $16,001 | $5,154(+32.2%) | Feb 10, 2026 | Technology | 2 / 0 | $140.78Sep 23, 2026 |
| PGRThe Progressive Corporation | 102.6 | $20,840 | 0.1% | $24,002 | -$3,162(-13.2%) | Oct 24, 2025 | Financial Services | 5 / 2 | $203.13Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 82.1 | $20,459 | 0.1% | $16,001 | $4,458(+27.9%) | Mar 20, 2025 | Consumer Cyclical | 2 / 0 | $249.27Sep 23, 2026 |
| HUMHumana Inc. | 53.3 | $19,964 | 0.1% | $24,002 | -$4,037(-16.8%) | Feb 22, 2024 | Healthcare | 3 / 0 | $374.78Sep 23, 2026 |
| LLYEli Lilly and Company | 17.1 | $19,685 | 0.1% | $16,001 | $3,684(+23.0%) | Apr 2, 2026 | Healthcare | 2 / 0 | $1,150.99Sep 23, 2026 |
| PYPLPayPal Holdings, Inc. | 356.4 | $18,713 | 0.1% | $16,001 | $2,712(+16.9%) | Mar 13, 2026 | Financial Services | 4 / 2 | $52.51Sep 23, 2026 |
| HONHoneywell International Inc. | 70.6 | $15,002 | 0.1% | $16,001 | -$999(-6.2%) | Aug 3, 2021 | Industrials | 2 / 0 | $212.57Sep 23, 2026 |
| TWTradeweb Markets Inc. | 147.1 | $14,745 | 0.1% | $16,001 | -$1,256(-7.9%) | Oct 9, 2025 | Financial Services | 4 / 2 | $100.23Sep 23, 2026 |
| JPMJPMorgan Chase & Co. | 43.2 | $14,576 | 0.1% | $6,274 | $8,302(+132.3%) | Mar 20, 2025 | Financial Services | 2 / 2 | $337.53Sep 23, 2026 |
| ZTSZoetis Inc. | 194.7 | $13,940 | 0.0% | $16,001 | -$2,061(-12.9%) | Jun 9, 2026 | Healthcare | 2 / 1 | $71.61Sep 23, 2026 |
| IDXXIDEXX Laboratories, Inc. | 25.0 | $13,042 | 0.0% | $16,001 | -$2,959(-18.5%) | Sep 4, 2025 | Healthcare | 2 / 0 | $522.02Sep 23, 2026 |
| ADSKAutodesk, Inc. | 59.7 | $12,974 | 0.0% | $16,001 | -$3,027(-18.9%) | Mar 20, 2025 | Technology | 2 / 0 | $217.15Sep 23, 2026 |
| CCLCarnival Corporation Ltd. | 562.4 | $12,261 | 0.0% | $16,001 | -$3,740(-23.4%) | Oct 9, 2025 | Consumer Cyclical | 2 / 0 | $21.80Sep 23, 2026 |
| MAMastercard Incorporated | 21.7 | $12,135 | 0.0% | $8,001 | $4,135(+51.7%) | May 5, 2021 | Financial Services | 1 / 0 | $559.92Sep 23, 2026 |
| ISRGIntuitive Surgical, Inc. | 28.6 | $11,402 | 0.0% | $8,001 | $3,402(+42.5%) | May 5, 2021 | Healthcare | 1 / 0 | $398.30Sep 23, 2026 |
| TMUST-Mobile US, Inc. | 59.6 | $9,881 | 0.0% | $8,001 | $1,881(+23.5%) | May 5, 2021 | Communication Services | 1 / 0 | $165.66Sep 23, 2026 |
| DTDynatrace, Inc. | 168.1 | $9,834 | 0.0% | $8,001 | $1,834(+22.9%) | Oct 19, 2023 | Technology | 1 / 0 | $58.51Sep 23, 2026 |
| VRTXVertex Pharmaceuticals Incorporated | 19.0 | $9,821 | 0.0% | $6,041 | $3,781(+62.6%) | Mar 20, 2025 | Healthcare | 2 / 2 | $516.34Sep 23, 2026 |
| RVTYRevvity, Inc. | 58.6 | $8,325 | 0.0% | $8,001 | $325(+4.1%) | May 5, 2021 | Healthcare | 1 / 0 | $142.11Sep 23, 2026 |
| AAAlcoa Corporation | 182.4 | $8,031 | 0.0% | $16,001 | -$7,970(-49.8%) | Apr 5, 2022 | Basic Materials | 2 / 0 | $44.02Sep 23, 2026 |
| GDDYGoDaddy Inc. | 68.9 | $6,645 | 0.0% | $14,008 | -$7,364(-52.6%) | Mar 20, 2025 | Technology | 4 / 2 | $96.38Sep 23, 2026 |
| RHIRobert Half Inc. | 151.9 | $5,675 | 0.0% | $16,001 | -$10,326(-64.5%) | Apr 5, 2022 | Industrials | 2 / 0 | $37.36Sep 23, 2026 |
| CECelanese Corporation | 102.4 | $4,966 | 0.0% | $16,001 | -$11,035(-69.0%) | Aug 3, 2021 | Basic Materials | 2 / 0 | $48.49Sep 23, 2026 |
| FCNCAFirst Citizens BancShares, Inc. | 2.2 | $4,487 | 0.0% | $4,853 | -$366(-7.5%) | Mar 20, 2025 | Financial Services | 3 / 2 | $2,039.32Sep 23, 2026 |
| WLKWestlake Corporation | 59.9 | $4,098 | 0.0% | $8,001 | -$3,902(-48.8%) | May 3, 2022 | Basic Materials | 1 / 0 | $68.42Sep 23, 2026 |
| NVONovo Nordisk A/S | 104.4 | $3,987 | 0.0% | $5,435 | -$1,448(-26.6%) | Mar 20, 2025 | Healthcare | 2 / 2 | $38.17Sep 23, 2026 |
| STLAStellantis N.V. | 670.6 | $3,098 | 0.0% | $8,001 | -$4,902(-61.3%) | Oct 7, 2022 | Consumer Cyclical | 2 / 1 | $4.62Sep 23, 2026 |
| ITGartner, Inc. | 9.9 | $1,774 | 0.0% | $3,302 | -$1,528(-46.3%) | Mar 20, 2025 | Technology | 2 / 2 | $178.52Sep 23, 2026 |
| PHParker-Hannifin Corporation | 1.4 | $1,398 | 0.0% | $455 | $944(+207.6%) | Aug 11, 2026 | Industrials | 1 / 3 | $971.21Sep 23, 2026 |
| BROBrown & Brown, Inc. | 21.8 | $1,345 | 0.0% | $2,024 | -$679(-33.6%) | Feb 10, 2026 | Financial Services | 5 / 4 | $61.70Sep 23, 2026 |
| FDSFactSet Research Systems Inc. | 4.0 | $1,123 | 0.0% | $1,656 | -$532(-32.2%) | Feb 13, 2025 | Financial Services | 2 / 2 | $279.43Sep 23, 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
- Industrials96.9%$27.1M
- Technology1.6%$460.7K
- Healthcare0.5%$128.4K
- Communication Services0.4%$116.7K
- Financial Services0.4%$114.1K
- Consumer Cyclical0.1%$35.8K
- Basic Materials0.1%$17.1K
Excluded from the model
- 372 disclosed rows in total; 274 rows modelled.
- 22 rows had no published ticker (match confidence below the publish threshold).
- 1 row was not a stock or ETF (options, bonds, funds, crypto, other).
- 0 rows had no closing price within the lookup window of the trade date.
- 69 rows were an exchange or an unknown transaction type.
- 49 sells had no modelled shares to sell ($479.9K 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.