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$492,735
59 positions
Invested (cum.)
Estimated$808,051
Sum of buy midpoints
Realized (cum.)
Estimated$517,021
Modelled sell proceeds
Return vs SPY
Estimated+25.0%
SPY with identical cash flows: +24.5%
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
59 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | 176.1 | $39,723 | 8.1% | $4,176 | $35,547(+851.2%) | Jul 10, 2026 | Technology | 2 / 4 | $225.51Sep 23, 2026 |
| FTNTFortinet, Inc. | 129.3 | $23,107 | 4.7% | $7,897 | $15,209(+192.6%) | Jul 10, 2026 | Technology | 2 / 2 | $178.74Sep 23, 2026 |
| VVisa Inc. | 56.0 | $20,241 | 4.1% | $11,201 | $9,041(+80.7%) | Apr 11, 2025 | Financial Services | 2 / 1 | $361.52Sep 23, 2026 |
| AMDAdvanced Micro Devices, Inc. | 31.1 | $19,102 | 3.9% | $5,475 | $13,628(+248.9%) | Jul 10, 2026 | Technology | 1 / 1 | $614.61Sep 23, 2026 |
| AMATApplied Materials, Inc. | 35.6 | $16,909 | 3.4% | $5,829 | $11,080(+190.1%) | Jul 10, 2026 | Technology | 1 / 1 | $474.38Sep 23, 2026 |
| HONHoneywell International Inc. | 78.3 | $16,652 | 3.4% | $16,215 | $437(+2.7%) | Jul 10, 2026 | Industrials | 3 / 1 | $212.57Sep 23, 2026 |
| MCOMoody's Corporation | 27.3 | $12,928 | 2.6% | $9,499 | $3,429(+36.1%) | Apr 11, 2025 | Financial Services | 2 / 1 | $473.85Sep 23, 2026 |
| ROSTRoss Stores, Inc. | 54.8 | $12,816 | 2.6% | $8,001 | $4,816(+60.2%) | Aug 18, 2025 | Consumer Cyclical | 1 / 0 | $233.98Sep 23, 2026 |
| XOMExxonMobil Holdings Corporation | 75.0 | $12,087 | 2.5% | $8,001 | $4,086(+51.1%) | Aug 18, 2025 | Energy | 1 / 0 | $161.23Sep 23, 2026 |
| TGTTarget Corporation | 76.2 | $11,912 | 2.4% | $8,001 | $3,911(+48.9%) | Aug 18, 2025 | Consumer Defensive | 1 / 0 | $156.26Sep 23, 2026 |
| COPConocoPhillips | 85.1 | $10,902 | 2.2% | $8,001 | $2,901(+36.3%) | Aug 18, 2025 | Energy | 1 / 0 | $128.09Sep 23, 2026 |
| ACNAccenture plc | 59.2 | $10,857 | 2.2% | $8,001 | $2,857(+35.7%) | Jul 10, 2026 | Technology | 2 / 1 | $183.52Sep 23, 2026 |
| AMEAMETEK, Inc. | 43.8 | $10,797 | 2.2% | $8,001 | $2,796(+35.0%) | Aug 18, 2025 | Industrials | 1 / 0 | $246.45Sep 23, 2026 |
| PLDPrologis, Inc. | 75.9 | $10,165 | 2.1% | $8,001 | $2,164(+27.0%) | Aug 18, 2025 | Real Estate | 1 / 0 | $133.96Sep 23, 2026 |
| OKEONEOK, Inc. | 109.5 | $9,917 | 2.0% | $8,001 | $1,917(+24.0%) | Aug 18, 2025 | Energy | 1 / 0 | $90.54Sep 23, 2026 |
| MUMicron Technology, Inc. | 8.2 | $8,757 | 1.8% | $8,001 | $756(+9.5%) | Jul 10, 2026 | Technology | 1 / 0 | $1,071.88Sep 23, 2026 |
| PGThe Procter & Gamble Company | 59.2 | $8,719 | 1.8% | $8,602 | $117(+1.4%) | Apr 10, 2024 | Consumer Defensive | 2 / 1 | $147.39Sep 23, 2026 |
| ANETArista Networks, Inc. | 42.8 | $8,707 | 1.8% | $8,001 | $707(+8.8%) | Jul 10, 2026 | Technology | 1 / 0 | $203.47Sep 23, 2026 |
| DEDeere & Company | 12.0 | $8,549 | 1.7% | $4,620 | $3,929(+85.0%) | Jul 10, 2026 | Industrials | 3 / 3 | $709.48Sep 23, 2026 |
| APHAmphenol Corporation | 100.6 | $8,268 | 1.7% | $8,001 | $268(+3.3%) | Jul 10, 2026 | Technology | 1 / 0 | $82.19Sep 23, 2026 |
| SCHWThe Charles Schwab Corporation | 82.4 | $8,202 | 1.7% | $8,001 | $202(+2.5%) | Dec 11, 2025 | Financial Services | 1 / 0 | $99.50Sep 23, 2026 |
| NXPINXP Semiconductors N.V. | 34.5 | $8,125 | 1.6% | $8,001 | $125(+1.6%) | Dec 11, 2025 | Technology | 1 / 0 | $235.44Sep 23, 2026 |
| AMCRAmcor plc | 185.3 | $7,930 | 1.6% | $8,001 | -$70(-0.9%) | Jul 10, 2026 | Consumer Cyclical | 1 / 0 | $42.80Sep 23, 2026 |
| COSTCostco Wholesale Corporation | 8.7 | $7,900 | 1.6% | $8,001 | -$101(-1.3%) | Jul 10, 2026 | Consumer Defensive | 1 / 0 | $904.70Sep 23, 2026 |
| NEENextEra Energy, Inc. | 97.6 | $7,519 | 1.5% | $8,001 | -$481(-6.0%) | Mar 8, 2022 | Utilities | 1 / 0 | $77.02Sep 23, 2026 |
| UBERUber Technologies, Inc. | 107.3 | $7,451 | 1.5% | $8,001 | -$550(-6.9%) | Jul 10, 2026 | Technology | 1 / 0 | $69.42Sep 23, 2026 |
| AVGOBroadcom Inc. | 20.9 | $7,427 | 1.5% | $1,154 | $6,273(+543.8%) | Dec 11, 2025 | Technology | 1 / 3 | $354.99Sep 23, 2026 |
| FEFirstEnergy Corp. | 167.0 | $7,288 | 1.5% | $8,001 | -$713(-8.9%) | Jul 10, 2026 | Utilities | 1 / 0 | $43.65Sep 23, 2026 |
| DUKDuke Energy Corporation | 63.8 | $7,279 | 1.5% | $8,001 | -$721(-9.0%) | Jul 10, 2026 | Utilities | 1 / 0 | $114.17Sep 23, 2026 |
| MSMorgan Stanley | 36.0 | $7,141 | 1.4% | $8,001 | -$860(-10.7%) | Jul 10, 2026 | Financial Services | 1 / 0 | $198.39Sep 23, 2026 |
| TXTTextron Inc. | 92.1 | $7,076 | 1.4% | $8,001 | -$925(-11.6%) | Dec 11, 2025 | Industrials | 1 / 0 | $76.81Sep 23, 2026 |
| SNPSSynopsys, Inc. | 17.0 | $7,035 | 1.4% | $8,001 | -$965(-12.1%) | Dec 31, 2025 | Technology | 1 / 0 | $413.06Sep 23, 2026 |
| ADPAutomatic Data Processing, Inc. | 26.4 | $6,970 | 1.4% | $8,001 | -$1,030(-12.9%) | Aug 18, 2025 | Technology | 1 / 0 | $263.68Sep 23, 2026 |
| PANWPalo Alto Networks, Inc. | 17.5 | $6,875 | 1.4% | $3,328 | $3,547(+106.6%) | Jul 10, 2026 | Technology | 1 / 1 | $393.30Sep 23, 2026 |
| TMUST-Mobile US, Inc. | 41.0 | $6,785 | 1.4% | $8,001 | -$1,215(-15.2%) | Dec 11, 2025 | Communication Services | 1 / 0 | $165.66Sep 23, 2026 |
| FISFidelity National Information Services, Inc. | 190.6 | $6,607 | 1.3% | $8,001 | -$1,393(-17.4%) | Jul 10, 2026 | Technology | 1 / 0 | $34.67Sep 23, 2026 |
| RCLRoyal Caribbean Cruises Ltd. | 28.7 | $6,606 | 1.3% | $8,001 | -$1,395(-17.4%) | Dec 31, 2025 | Consumer Cyclical | 1 / 0 | $230.30Sep 23, 2026 |
| LOWLowe's Companies, Inc. | 33.9 | $6,479 | 1.3% | $7,721 | -$1,242(-16.1%) | Apr 11, 2025 | Consumer Cyclical | 2 / 1 | $191.36Sep 23, 2026 |
| SPGIS&P Global Inc. | 15.3 | $6,236 | 1.3% | $8,001 | -$1,764(-22.0%) | Aug 18, 2025 | Financial Services | 1 / 0 | $406.50Sep 23, 2026 |
| BXBlackstone Inc. | 51.9 | $6,192 | 1.3% | $8,001 | -$1,809(-22.6%) | Dec 11, 2025 | Financial Services | 1 / 0 | $119.27Sep 23, 2026 |
| BRBroadridge Financial Solutions, Inc. | 35.8 | $5,860 | 1.2% | $8,001 | -$2,141(-26.8%) | Dec 31, 2025 | Technology | 1 / 0 | $163.45Sep 23, 2026 |
| GISGeneral Mills, Inc. | 162.1 | $5,807 | 1.2% | $8,001 | -$2,193(-27.4%) | Aug 18, 2025 | Consumer Defensive | 1 / 0 | $35.82Sep 23, 2026 |
| DHRDanaher Corporation | 23.0 | $5,105 | 1.0% | $5,634 | -$530(-9.4%) | Apr 11, 2025 | Healthcare | 2 / 1 | $221.56Sep 23, 2026 |
| TSLATesla, Inc. | 12.7 | $4,830 | 1.0% | $2,289 | $2,541(+111.0%) | Apr 11, 2025 | Consumer Cyclical | 1 / 1 | $380.12Sep 23, 2026 |
| BLKBlackRock, Inc. | 4.4 | $4,630 | 0.9% | $3,405 | $1,225(+36.0%) | Aug 18, 2025 | Financial Services | 2 / 2 | $1,060.89Sep 23, 2026 |
| LULUlululemon athletica inc. | 42.8 | $4,376 | 0.9% | $8,001 | -$3,625(-45.3%) | Dec 11, 2025 | Consumer Cyclical | 1 / 0 | $102.28Sep 23, 2026 |
| LINLinde plc | 8.4 | $3,939 | 0.8% | $2,533 | $1,407(+55.6%) | Apr 11, 2025 | Basic Materials | 1 / 1 | $469.72Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 15.5 | $3,875 | 0.8% | $2,114 | $1,761(+83.3%) | Apr 11, 2025 | Consumer Cyclical | 1 / 1 | $249.27Sep 23, 2026 |
| TAT&T Inc. | 142.6 | $3,609 | 0.7% | $2,586 | $1,023(+39.5%) | Apr 11, 2025 | Communication Services | 1 / 1 | $25.30Sep 23, 2026 |
| AAPLApple Inc. | 10.4 | $3,519 | 0.7% | $1,644 | $1,875(+114.1%) | Apr 11, 2025 | Technology | 1 / 1 | $337.02Sep 23, 2026 |
| NINiSource Inc. | 85.2 | $3,344 | 0.7% | $2,326 | $1,018(+43.8%) | Apr 11, 2025 | Utilities | 1 / 1 | $39.25Sep 23, 2026 |
| NKENIKE, Inc. | 89.9 | $3,241 | 0.7% | $8,001 | -$4,760(-59.5%) | Apr 10, 2024 | Consumer Cyclical | 1 / 0 | $36.05Sep 23, 2026 |
| ZTSZoetis Inc. | 44.1 | $3,158 | 0.6% | $8,001 | -$4,842(-60.5%) | Mar 8, 2022 | Healthcare | 1 / 0 | $71.61Sep 23, 2026 |
| VFCV.F. Corporation | 231.9 | $3,136 | 0.6% | $3,898 | -$762(-19.6%) | Apr 11, 2025 | Consumer Cyclical | 2 / 1 | $13.52Sep 23, 2026 |
| CSXCSX Corporation | 64.0 | $3,021 | 0.6% | $2,267 | $754(+33.3%) | Jul 10, 2026 | Industrials | 1 / 1 | $47.19Sep 23, 2026 |
| FISVFiserv, Inc. | 46.5 | $2,136 | 0.4% | $4,380 | -$2,243(-51.2%) | Apr 11, 2025 | Unclassified | 1 / 1 | $45.95Sep 23, 2026 |
| UPSUnited Parcel Service, Inc. | 21.3 | $2,045 | 0.4% | $1,847 | $199(+10.8%) | Jul 10, 2026 | Industrials | 1 / 1 | $95.82Sep 23, 2026 |
| VZVerizon Communications Inc. | 34.5 | $1,605 | 0.3% | $1,270 | $336(+26.4%) | Apr 11, 2025 | Communication Services | 1 / 1 | $46.52Sep 23, 2026 |
| NFLXNetflix, Inc. | 17.6 | $1,259 | 0.3% | $603 | $656(+108.8%) | Apr 11, 2025 | Communication Services | 1 / 2 | $71.36Sep 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
- Technology39.6%$195.3K
- Financial Services13.3%$65.6K
- Consumer Cyclical10.8%$53.3K
- Industrials9.8%$48.1K
- Consumer Defensive7.0%$34.3K
- Energy6.7%$32.9K
- Utilities5.2%$25.4K
- Communication Services2.7%$13.3K
- Real Estate2.1%$10.2K
- Healthcare1.7%$8.3K
- Basic Materials0.8%$3.9K
- Unclassified0.4%$2.1K
Excluded from the model
- 211 disclosed rows in total; 197 rows modelled.
- 10 rows had no published ticker (match confidence below the publish threshold).
- 2 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.
- 31 sells had no modelled shares to sell ($251K 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.