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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| PGThe Procter & Gamble Company | 478.9 | $70,588 | 9.5% | $72,262 | -$1,674(-2.3%) | Sep 8, 2026 | Consumer Defensive | 11 / 2 | $147.39Sep 23, 2026 |
| VVisa Inc. | 194.6 | $70,364 | 9.5% | $64,004 | $6,360(+9.9%) | Apr 27, 2026 | Financial Services | 8 / 1 | $361.52Sep 23, 2026 |
| TAT&T Inc. | 2,286.8 | $57,857 | 7.8% | $56,536 | $1,321(+2.3%) | Jun 5, 2026 | Communication Services | 8 / 2 | $25.30Sep 23, 2026 |
| LLYEli Lilly and Company | 43.6 | $50,170 | 6.8% | $32,476 | $17,694(+54.5%) | Feb 26, 2026 | Healthcare | 3 / 3 | $1,150.99Sep 23, 2026 |
| PGRThe Progressive Corporation | 229.7 | $46,650 | 6.3% | $48,003 | -$1,353(-2.8%) | Apr 27, 2026 | Financial Services | 6 / 0 | $203.13Sep 23, 2026 |
| KRThe Kroger Co. | 802.3 | $46,244 | 6.2% | $49,269 | -$3,025(-6.1%) | Jul 24, 2026 | Consumer Defensive | 8 / 2 | $57.64Sep 23, 2026 |
| IBPInstalled Building Products, Inc. | 213.5 | $43,295 | 5.8% | $51,805 | -$8,510(-16.4%) | Sep 8, 2026 | Consumer Cyclical | 10 / 5 | $202.79Sep 23, 2026 |
| MEDPMedpace Holdings, Inc. | 69.9 | $43,149 | 5.8% | $32,002 | $11,147(+34.8%) | May 15, 2026 | Healthcare | 4 / 2 | $617.15Sep 23, 2026 |
| MSFTMicrosoft Corporation | 69.9 | $34,978 | 4.7% | $29,715 | $5,262(+17.7%) | Aug 26, 2026 | Technology | 8 / 4 | $500.59Sep 23, 2026 |
| RPMRPM International Inc. | 309.7 | $30,989 | 4.2% | $32,373 | -$1,383(-4.3%) | Mar 12, 2026 | Basic Materials | 5 / 1 | $100.06Sep 23, 2026 |
| GOOGLAlphabet Inc. | 91.3 | $30,851 | 4.2% | $32,002 | -$1,151(-3.6%) | Aug 11, 2026 | Communication Services | 5 / 7 | $337.83Sep 23, 2026 |
| HDThe Home Depot, Inc. | 100.5 | $29,822 | 4.0% | $31,939 | -$2,117(-6.6%) | May 15, 2026 | Consumer Cyclical | 6 / 2 | $296.72Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 117.1 | $29,195 | 3.9% | $25,048 | $4,147(+16.6%) | Jun 5, 2026 | Consumer Cyclical | 4 / 1 | $249.27Sep 23, 2026 |
| JPMJPMorgan Chase & Co. | 82.4 | $27,826 | 3.7% | $25,074 | $2,752(+11.0%) | Jan 29, 2026 | Financial Services | 4 / 2 | $337.53Sep 23, 2026 |
| AVGOBroadcom Inc. | 76.7 | $27,244 | 3.7% | $27,523 | -$280(-1.0%) | Aug 26, 2026 | Technology | 6 / 5 | $354.99Sep 23, 2026 |
| PHParker-Hannifin Corporation | 27.4 | $26,626 | 3.6% | $24,002 | $2,624(+10.9%) | May 15, 2026 | Industrials | 4 / 4 | $971.21Sep 23, 2026 |
| AEPAmerican Electric Power Company, Inc. | 197.8 | $23,418 | 3.2% | $24,737 | -$1,318(-5.3%) | Aug 26, 2026 | Utilities | 5 / 4 | $118.40Sep 23, 2026 |
| ETNEaton Corporation plc | 53.4 | $23,417 | 3.2% | $17,142 | $6,275(+36.6%) | Feb 26, 2026 | Industrials | 3 / 1 | $438.76Sep 23, 2026 |
| PLDPrologis, Inc. | 96.1 | $12,869 | 1.7% | $11,132 | $1,736(+15.6%) | Feb 26, 2026 | Real Estate | 3 / 2 | $133.96Sep 23, 2026 |
| CVXChevron Corporation | 44.3 | $9,114 | 1.2% | $8,001 | $1,114(+13.9%) | Jun 15, 2026 | Energy | 1 / 3 | $205.51Sep 23, 2026 |
| FITBFifth Third Bancorp | 145.2 | $7,505 | 1.0% | $8,001 | -$495(-6.2%) | Aug 26, 2026 | Financial Services | 3 / 3 | $51.69Sep 23, 2026 |
| SJMThe J. M. Smucker Company | 3.1 | $381 | 0.1% | $321 | $60(+18.8%) | Feb 20, 2025 | Consumer Defensive | 1 / 1 | $122.41Sep 23, 2026 |
Sector allocation Estimated
- Financial Services20.5%$152.3K
- Consumer Defensive15.8%$117.2K
- Consumer Cyclical13.8%$102.3K
- Healthcare12.6%$93.3K
- Communication Services11.9%$88.7K
- Technology8.4%$62.2K
- Industrials6.7%$50K
- Basic Materials4.2%$31K
- Utilities3.2%$23.4K
- Real Estate1.7%$12.9K
- Energy1.2%$9.1K
Excluded from the model
- 226 disclosed rows in total; 226 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.
- 19 sells had no modelled shares to sell ($487.3K 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.