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$3,881,437
85 positions
Invested (cum.)
Estimated$6,286,647
Sum of buy midpoints
Realized (cum.)
Estimated$3,746,837
Modelled sell proceeds
Return vs SPY
Estimated+21.3%
SPY with identical cash flows: +43.0%
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
85 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | 1,453.8 | $552,622 | 14.2% | $280,503 | $272,120(+97.0%) | Apr 10, 2023 | Consumer Cyclical | 5 / 1 | $380.12Sep 23, 2026 |
| GOOGLAlphabet Inc. | 1,100.5 | $371,765 | 9.6% | $107,501 | $264,264(+245.8%) | Mar 6, 2023 | Communication Services | 2 / 0 | $337.83Sep 23, 2026 |
| CRMSalesforce, Inc. | 1,218.7 | $289,534 | 7.5% | $207,501 | $82,033(+39.5%) | Mar 6, 2023 | Technology | 2 / 0 | $237.58Sep 23, 2026 |
| MSFTMicrosoft Corporation | 404.3 | $202,381 | 5.2% | $107,501 | $94,880(+88.3%) | Apr 10, 2023 | Technology | 2 / 1 | $500.59Sep 23, 2026 |
| NVDANVIDIA Corporation | 642.6 | $144,906 | 3.7% | $16,001 | $128,905(+805.6%) | Apr 10, 2023 | Technology | 2 / 0 | $225.51Sep 23, 2026 |
| INTCIntel Corporation | 1,150.1 | $140,997 | 3.6% | $32,501 | $108,496(+333.8%) | Jan 31, 2023 | Technology | 1 / 0 | $122.60Sep 23, 2026 |
| AAPLApple Inc. | 411.9 | $138,805 | 3.6% | $65,001 | $73,804(+113.5%) | Apr 10, 2023 | Technology | 2 / 1 | $337.02Sep 23, 2026 |
| JNJJohnson & Johnson | 480.7 | $129,388 | 3.3% | $75,175 | $54,213(+72.1%) | Jul 14, 2023 | Healthcare | 2 / 2 | $269.17Sep 23, 2026 |
| LLYEli Lilly and Company | 96.6 | $111,183 | 2.9% | $32,381 | $78,802(+243.4%) | Mar 7, 2023 | Healthcare | 2 / 1 | $1,150.99Sep 23, 2026 |
| SHWThe Sherwin-Williams Company | 282.2 | $92,113 | 2.4% | $65,001 | $27,112(+41.7%) | Mar 6, 2023 | Basic Materials | 2 / 0 | $326.46Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 318.1 | $79,293 | 2.0% | $32,501 | $46,793(+144.0%) | Apr 10, 2023 | Consumer Cyclical | 1 / 2 | $249.27Sep 23, 2026 |
| PGThe Procter & Gamble Company | 526.8 | $77,640 | 2.0% | $75,001 | $2,639(+3.5%) | Jan 31, 2023 | Consumer Defensive | 1 / 0 | $147.39Sep 23, 2026 |
| ROKURoku, Inc. | 505.3 | $77,558 | 2.0% | $32,501 | $45,057(+138.6%) | Apr 10, 2023 | Communication Services | 1 / 0 | $153.49Sep 23, 2026 |
| MDTMedtronic plc | 785.0 | $70,103 | 1.8% | $65,001 | $5,102(+7.8%) | Mar 6, 2023 | Healthcare | 2 / 0 | $89.30Sep 23, 2026 |
| ISRGIntuitive Surgical, Inc. | 171.0 | $68,090 | 1.8% | $40,501 | $27,589(+68.1%) | Mar 6, 2023 | Healthcare | 2 / 0 | $398.30Sep 23, 2026 |
| FCNCAFirst Citizens BancShares, Inc. | 32.7 | $66,697 | 1.7% | $32,501 | $34,197(+105.2%) | Apr 10, 2023 | Financial Services | 1 / 0 | $2,039.32Sep 23, 2026 |
| MDLZMondelez International, Inc. | 1,063.4 | $65,334 | 1.7% | $75,001 | -$9,666(-12.9%) | Apr 10, 2023 | Consumer Defensive | 2 / 1 | $61.44Sep 23, 2026 |
| PEPPepsiCo, Inc. | 432.3 | $56,274 | 1.4% | $75,001 | -$18,726(-25.0%) | Mar 6, 2023 | Consumer Defensive | 1 / 1 | $130.18Sep 23, 2026 |
| CTASCintas Corporation | 292.4 | $56,134 | 1.4% | $32,501 | $23,633(+72.7%) | Mar 6, 2023 | Industrials | 1 / 1 | $191.97Sep 23, 2026 |
| ANETArista Networks, Inc. | 255.0 | $51,891 | 1.3% | $9,066 | $42,825(+472.4%) | Jul 12, 2023 | Technology | 2 / 1 | $203.47Sep 23, 2026 |
| BATRKAtlanta Braves Holdings, Inc. | 945.1 | $50,390 | 1.3% | $32,501 | $17,890(+55.0%) | Mar 6, 2023 | Communication Services | 1 / 0 | $53.32Sep 23, 2026 |
| AFRMAffirm Holdings, Inc. | 718.8 | $48,945 | 1.3% | $8,001 | $40,944(+511.8%) | Apr 10, 2023 | Financial Services | 1 / 0 | $68.09Sep 23, 2026 |
| ACNAccenture plc | 266.3 | $48,864 | 1.3% | $75,001 | -$26,136(-34.8%) | Apr 10, 2023 | Technology | 1 / 0 | $183.52Sep 23, 2026 |
| AVGOBroadcom Inc. | 136.8 | $48,548 | 1.3% | $8,001 | $40,547(+506.8%) | Jan 31, 2023 | Technology | 1 / 0 | $354.99Sep 23, 2026 |
| CRZBYCommerzbank AG | 935.0 | $43,812 | 1.1% | $10,107 | $33,704(+333.5%) | Jul 10, 2023 | Financial Services | 2 / 1 | $46.86Sep 23, 2026 |
| ABNBAirbnb, Inc. | 292.5 | $43,753 | 1.1% | $32,501 | $11,253(+34.6%) | Jan 31, 2023 | Consumer Cyclical | 1 / 0 | $149.58Sep 23, 2026 |
| COLBColumbia Banking System, Inc. | 1,486.1 | $42,873 | 1.1% | $32,501 | $10,373(+31.9%) | Apr 10, 2023 | Financial Services | 1 / 0 | $28.85Sep 23, 2026 |
| RBLXRoblox Corporation | 873.4 | $42,790 | 1.1% | $32,501 | $10,289(+31.7%) | Jan 31, 2023 | Communication Services | 1 / 0 | $48.99Sep 23, 2026 |
| CNPCenterPoint Energy, Inc. | 1,139.6 | $42,346 | 1.1% | $32,501 | $9,846(+30.3%) | Mar 6, 2023 | Utilities | 1 / 1 | $37.16Sep 23, 2026 |
| ALNYAlnylam Pharmaceuticals, Inc. | 162.7 | $40,119 | 1.0% | $32,501 | $7,618(+23.4%) | Mar 6, 2023 | Healthcare | 1 / 1 | $246.51Sep 23, 2026 |
| EDConsolidated Edison, Inc. | 354.7 | $36,395 | 0.9% | $32,501 | $3,895(+12.0%) | Mar 6, 2023 | Utilities | 1 / 0 | $102.61Sep 23, 2026 |
| EWEdwards Lifesciences Corporation | 412.4 | $35,808 | 0.9% | $32,501 | $3,308(+10.2%) | Mar 6, 2023 | Healthcare | 1 / 0 | $86.82Sep 23, 2026 |
| BMYBristol-Myers Squibb Company | 545.3 | $33,346 | 0.9% | $38,325 | -$4,979(-13.0%) | Jul 12, 2023 | Healthcare | 1 / 3 | $61.15Sep 23, 2026 |
| AONAon plc | 112.1 | $31,578 | 0.8% | $34,971 | -$3,393(-9.7%) | Jul 10, 2023 | Financial Services | 2 / 1 | $281.60Sep 23, 2026 |
| CTSHCognizant Technology Solutions Corporation | 531.8 | $31,453 | 0.8% | $32,501 | -$1,048(-3.2%) | Apr 10, 2023 | Technology | 1 / 0 | $59.14Sep 23, 2026 |
| CEGConstellation Energy Corporation | 107.6 | $28,395 | 0.7% | $8,001 | $20,395(+254.9%) | Mar 1, 2023 | Utilities | 1 / 1 | $263.88Sep 23, 2026 |
| SFTBYSoftBank Group Corp. | 1,196.9 | $25,230 | 0.7% | $5,880 | $19,350(+329.1%) | Jul 10, 2023 | Communication Services | 1 / 2 | $21.08Sep 23, 2026 |
| MOAltria Group, Inc. | 361.4 | $24,917 | 0.6% | $16,406 | $8,511(+51.9%) | Jul 14, 2023 | Consumer Defensive | 2 / 3 | $68.95Sep 23, 2026 |
| ZZillow Group, Inc. | 766.0 | $21,945 | 0.6% | $32,501 | -$10,555(-32.5%) | Mar 6, 2023 | Communication Services | 1 / 0 | $28.65Sep 23, 2026 |
| IFFInternational Flavors & Fragrances Inc. | 255.0 | $21,855 | 0.6% | $23,477 | -$1,622(-6.9%) | Jul 12, 2023 | Basic Materials | 1 / 2 | $85.71Sep 23, 2026 |
| BILLBILL Holdings, Inc. | 434.3 | $19,942 | 0.5% | $32,501 | -$12,559(-38.6%) | Apr 10, 2023 | Technology | 1 / 1 | $45.92Sep 23, 2026 |
| TOELYTokyo Electron Limited | 106.7 | $18,884 | 0.5% | $6,143 | $12,741(+207.4%) | Jul 10, 2023 | Technology | 1 / 1 | $177.00Sep 22, 2026 |
| UALUnited Airlines Holdings, Inc. | 163.4 | $18,093 | 0.5% | $7,494 | $10,599(+141.4%) | Apr 10, 2023 | Industrials | 2 / 1 | $110.72Sep 23, 2026 |
| VNOVornado Realty Trust | 521.9 | $17,828 | 0.5% | $8,001 | $9,827(+122.8%) | Apr 10, 2023 | Real Estate | 1 / 2 | $34.16Sep 23, 2026 |
| NOKNokia Oyj | 1,424.0 | $15,137 | 0.4% | $6,817 | $8,321(+122.1%) | Jul 10, 2023 | Technology | 2 / 1 | $10.63Sep 23, 2026 |
| CSGPCoStar Group, Inc. | 472.3 | $13,346 | 0.3% | $32,501 | -$19,155(-58.9%) | Apr 10, 2023 | Real Estate | 1 / 1 | $28.26Sep 23, 2026 |
| AREAlexandria Real Estate Equities, Inc. | 239.1 | $12,397 | 0.3% | $34,811 | -$22,414(-64.4%) | Jul 12, 2023 | Real Estate | 1 / 1 | $51.86Sep 23, 2026 |
| OPENOpendoor Technologies Inc. | 4,762.2 | $12,286 | 0.3% | $8,001 | $4,286(+53.6%) | Apr 10, 2023 | Real Estate | 1 / 0 | $2.58Sep 23, 2026 |
| CMECME Group Inc. | 45.3 | $12,264 | 0.3% | $8,001 | $4,263(+53.3%) | Jan 31, 2023 | Financial Services | 1 / 0 | $270.80Sep 23, 2026 |
| QABSYQantas Airways Limited | 349.7 | $11,069 | 0.3% | $7,562 | $3,507(+46.4%) | Jul 10, 2023 | Industrials | 2 / 1 | $31.65Sep 23, 2026 |
| AEGAegon Ltd. | 1,259.7 | $11,022 | 0.3% | $5,417 | $5,606(+103.5%) | Jul 10, 2023 | Financial Services | 1 / 1 | $8.75Sep 23, 2026 |
| TEXTerex Corporation | 186.7 | $10,868 | 0.3% | $8,001 | $2,868(+35.8%) | Apr 10, 2023 | Industrials | 1 / 0 | $58.21Sep 23, 2026 |
| DKILYDaikin Industries,Ltd. | 738.5 | $9,763 | 0.3% | $12,819 | -$3,056(-23.8%) | Jul 10, 2023 | Industrials | 2 / 1 | $13.22Sep 23, 2026 |
| KOThe Coca-Cola Company | 109.8 | $9,673 | 0.2% | $6,790 | $2,882(+42.4%) | Jul 14, 2023 | Consumer Defensive | 3 / 4 | $88.09Sep 23, 2026 |
| KNBWYKirin Holdings Company, Limited | 527.4 | $9,478 | 0.2% | $7,864 | $1,614(+20.5%) | Jul 10, 2023 | Consumer Defensive | 2 / 1 | $17.97Sep 23, 2026 |
| CJPRYCentral Japan Railway Company | 764.5 | $9,204 | 0.2% | $9,145 | $59(+0.6%) | Jul 10, 2023 | Industrials | 2 / 2 | $12.04Sep 23, 2026 |
| BROBrown & Brown, Inc. | 140.4 | $8,660 | 0.2% | $8,001 | $660(+8.2%) | Mar 6, 2023 | Financial Services | 1 / 0 | $61.70Sep 23, 2026 |
| MRSHMarsh & McLennan Companies, Inc. | 48.4 | $8,248 | 0.2% | $8,001 | $248(+3.1%) | Mar 6, 2023 | Financial Services | 1 / 0 | $170.38Sep 23, 2026 |
| TTDThe Trade Desk, Inc. | 641.0 | $8,128 | 0.2% | $32,501 | -$24,372(-75.0%) | Jan 31, 2023 | Communication Services | 1 / 0 | $12.68Sep 23, 2026 |
| PLUGPlug Power Inc. | 3,472.3 | $7,083 | 0.2% | $32,501 | -$25,417(-78.2%) | Apr 10, 2023 | Industrials | 2 / 1 | $2.04Sep 23, 2026 |
| HOCPYHOYA Corporation | 48.5 | $6,983 | 0.2% | $4,714 | $2,269(+48.1%) | Jul 10, 2023 | Healthcare | 1 / 1 | $144.08Sep 23, 2026 |
| DNTUYDentsu Group Inc. | 257.4 | $6,151 | 0.2% | $8,212 | -$2,060(-25.1%) | Jul 10, 2023 | Communication Services | 2 / 1 | $23.90Sep 23, 2026 |
| NVSNovartis AG | 38.4 | $5,483 | 0.1% | $3,534 | $1,948(+55.1%) | Jul 10, 2023 | Healthcare | 1 / 2 | $142.71Sep 23, 2026 |
| MKCMcCormick & Company, Incorporated | 109.3 | $5,363 | 0.1% | $8,001 | -$2,637(-33.0%) | Mar 6, 2023 | Consumer Defensive | 1 / 0 | $49.09Sep 23, 2026 |
| CARAvis Budget Group, Inc. | 42.0 | $4,433 | 0.1% | $8,001 | -$3,567(-44.6%) | Apr 10, 2023 | Industrials | 1 / 0 | $105.67Sep 23, 2026 |
| SKLTYSEEK Limited | 222.0 | $3,656 | 0.1% | $7,226 | -$3,570(-49.4%) | Jul 10, 2023 | Communication Services | 2 / 1 | $16.47Sep 23, 2026 |
| ZTSZoetis Inc. | 50.1 | $3,588 | 0.1% | $8,387 | -$4,799(-57.2%) | Jul 14, 2023 | Healthcare | 3 / 2 | $71.61Sep 23, 2026 |
| NTDOYNintendo Co., Ltd. | 263.6 | $3,459 | 0.1% | $2,689 | $770(+28.6%) | Jul 10, 2023 | Communication Services | 1 / 2 | $13.12Sep 23, 2026 |
| MPTMedical Properties Trust, Inc. | 955.9 | $3,432 | 0.1% | $8,001 | -$4,569(-57.1%) | Apr 10, 2023 | Real Estate | 1 / 2 | $3.59Sep 23, 2026 |
| FISFidelity National Information Services, Inc. | 45.6 | $1,582 | 0.0% | $2,496 | -$914(-36.6%) | Jul 12, 2023 | Technology | 1 / 2 | $34.67Sep 23, 2026 |
| NRILYNomura Research Institute, Ltd. | 45.6 | $1,463 | 0.0% | $1,077 | $386(+35.8%) | Jul 10, 2023 | Technology | 1 / 2 | $32.06Sep 23, 2026 |
| URIUnited Rentals, Inc. | 1.0 | $1,051 | 0.0% | $449 | $602(+134.0%) | Jul 12, 2023 | Industrials | 1 / 1 | $1,031.99Sep 23, 2026 |
| TRUMYTerumo Corporation | 67.2 | $948 | 0.0% | $907 | $41(+4.5%) | Jul 10, 2023 | Healthcare | 1 / 2 | $14.10Sep 23, 2026 |
| NCBDYBANDAI NAMCO Holdings Inc. | 45.3 | $812 | 0.0% | $469 | $343(+73.2%) | Jul 10, 2023 | Consumer Cyclical | 1 / 1 | $17.90Sep 23, 2026 |
| ALPMYAstellas Pharma Inc. | 49.7 | $747 | 0.0% | $700 | $48(+6.8%) | Jul 10, 2023 | Healthcare | 1 / 2 | $15.05Sep 23, 2026 |
| TTNDYTechtronic Industries Company Limited | 8.2 | $679 | 0.0% | $413 | $266(+64.5%) | Jul 10, 2023 | Industrials | 1 / 1 | $82.56Sep 23, 2026 |
| SWDBYSwedbank AB (publ) | 15.7 | $645 | 0.0% | $256 | $389(+151.9%) | Jul 10, 2023 | Financial Services | 1 / 1 | $41.14Sep 23, 2026 |
| EXCExelon Corporation | 10.4 | $424 | 0.0% | $433 | -$8(-1.9%) | Jul 12, 2023 | Utilities | 1 / 1 | $40.69Sep 23, 2026 |
| CMSQYComputershare Limited | 10.3 | $297 | 0.0% | $159 | $138(+87.1%) | Jul 10, 2023 | Financial Services | 1 / 1 | $28.69Sep 23, 2026 |
| QSQuantumScape Corporation | 52.3 | $257 | 0.0% | $389 | -$132(-34.0%) | Jun 29, 2023 | Consumer Cyclical | 1 / 1 | $4.91Sep 23, 2026 |
| DARDarling Ingredients Inc. | 3.4 | $207 | 0.0% | $210 | -$2(-1.2%) | Jul 14, 2023 | Consumer Defensive | 1 / 1 | $61.36Sep 23, 2026 |
| SWXSouthwest Gas Holdings, Inc. | 2.0 | $164 | 0.0% | $119 | $45(+37.8%) | Apr 10, 2023 | Utilities | 1 / 1 | $82.34Sep 23, 2026 |
| MOHMolina Healthcare, Inc. | 0.7 | $136 | 0.0% | $208 | -$72(-34.7%) | Jul 12, 2023 | Healthcare | 1 / 1 | $189.37Sep 23, 2026 |
| TRYIYToray Industries, Inc. | 1.3 | $20 | 0.0% | $14 | $6(+40.5%) | Jul 10, 2023 | Consumer Cyclical | 1 / 1 | $15.79Sep 23, 2026 |
| TAPMolson Coors Beverage Company | 0.3 | $10 | 0.0% | $15 | -$5(-31.0%) | Apr 10, 2023 | Consumer Defensive | 1 / 1 | $36.62Sep 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
- Technology29.7%$1.2M
- Consumer Cyclical17.4%$676.8K
- Communication Services15.7%$611.1K
- Healthcare13.0%$505.9K
- Financial Services7.1%$275K
- Consumer Defensive6.4%$248.9K
- Industrials3.3%$128.4K
- Basic Materials2.9%$114K
- Utilities2.8%$107.7K
- Real Estate1.5%$59.3K
Excluded from the model
- 1,307 disclosed rows in total; 1,059 rows modelled.
- 191 rows had no published ticker (match confidence below the publish threshold).
- 41 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 16 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 580 sells had no modelled shares to sell ($18.5M 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.