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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| INTCIntel Corporation | 502.0 | $61,549 | 17.2% | $18,545 | $43,005(+231.9%) | Jun 10, 2026 | Technology | 3 / 2 | $122.60Sep 23, 2026 |
| WMBThe Williams Companies, Inc. | 713.3 | $50,725 | 14.1% | $13,446 | $37,279(+277.2%) | Apr 3, 2025 | Energy | 2 / 1 | $71.11Sep 23, 2026 |
| NVDANVIDIA Corporation | 123.3 | $27,809 | 7.8% | $16,001 | $11,808(+73.8%) | Nov 21, 2025 | Technology | 2 / 0 | $225.51Sep 23, 2026 |
| PWRQuanta Services, Inc. | 42.4 | $26,946 | 7.5% | $4,002 | $22,944(+573.3%) | May 7, 2026 | Industrials | 1 / 2 | $634.90Sep 23, 2026 |
| XOMExxonMobil Holdings Corporation | 148.5 | $23,941 | 6.7% | $8,001 | $15,940(+199.2%) | Mar 2, 2020 | Energy | 1 / 0 | $161.23Sep 23, 2026 |
| MUMicron Technology, Inc. | 19.5 | $20,903 | 5.8% | $1,535 | $19,369(+1262.2%) | Mar 24, 2026 | Technology | 1 / 1 | $1,071.88Sep 23, 2026 |
| SUSuncor Energy Inc. | 288.8 | $19,634 | 5.5% | $8,001 | $11,634(+145.4%) | Mar 2, 2020 | Energy | 1 / 0 | $67.98Sep 23, 2026 |
| CGThe Carlyle Group Inc. | 386.4 | $15,424 | 4.3% | $10,810 | $4,614(+42.7%) | May 26, 2021 | Financial Services | 2 / 1 | $39.92Sep 23, 2026 |
| TWSTTwist Bioscience Corporation | 89.6 | $14,195 | 4.0% | $2,880 | $11,315(+392.8%) | Mar 30, 2022 | Healthcare | 1 / 1 | $158.50Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 44.8 | $11,178 | 3.1% | $8,001 | $3,178(+39.7%) | Apr 3, 2025 | Consumer Cyclical | 1 / 1 | $249.27Sep 23, 2026 |
| LMTLockheed Martin Corporation | 20.8 | $10,928 | 3.0% | $8,001 | $2,927(+36.6%) | May 26, 2021 | Industrials | 1 / 0 | $524.68Sep 23, 2026 |
| RHHBYRoche Holding AG | 193.9 | $10,668 | 3.0% | $8,001 | $2,667(+33.3%) | Nov 14, 2022 | Healthcare | 1 / 0 | $55.03Sep 23, 2026 |
| TSLATesla, Inc. | 26.5 | $10,091 | 2.8% | $3,702 | $6,390(+172.6%) | Oct 29, 2024 | Consumer Cyclical | 1 / 1 | $380.12Sep 23, 2026 |
| AEPAmerican Electric Power Company, Inc. | 84.1 | $9,962 | 2.8% | $8,001 | $1,961(+24.5%) | Mar 2, 2020 | Utilities | 1 / 0 | $118.40Sep 23, 2026 |
| SRESempra | 102.8 | $8,123 | 2.3% | $8,001 | $123(+1.5%) | Nov 14, 2022 | Utilities | 1 / 0 | $79.00Sep 23, 2026 |
| IBMInternational Business Machines Corporation | 32.9 | $7,648 | 2.1% | $8,001 | -$353(-4.4%) | Apr 3, 2025 | Technology | 1 / 0 | $232.76Sep 23, 2026 |
| KDKyndryl Holdings, Inc. | 602.9 | $7,301 | 2.0% | $8,001 | -$699(-8.7%) | Jun 22, 2023 | Technology | 1 / 0 | $12.11Sep 23, 2026 |
| ABBVAbbVie Inc. | 18.3 | $4,846 | 1.4% | $2,523 | $2,322(+92.0%) | Apr 3, 2025 | Healthcare | 1 / 1 | $265.08Sep 23, 2026 |
| OKEONEOK, Inc. | 50.3 | $4,558 | 1.3% | $2,947 | $1,610(+54.6%) | Apr 3, 2025 | Energy | 1 / 1 | $90.54Sep 23, 2026 |
| KMIKinder Morgan, Inc. | 130.5 | $4,093 | 1.1% | $2,491 | $1,602(+64.3%) | Apr 3, 2025 | Energy | 1 / 1 | $31.37Sep 23, 2026 |
| GDGeneral Dynamics Corporation | 9.3 | $3,189 | 0.9% | $2,269 | $920(+40.5%) | Jun 10, 2026 | Industrials | 1 / 1 | $343.33Sep 23, 2026 |
| AREAlexandria Real Estate Equities, Inc. | 47.0 | $2,435 | 0.7% | $8,001 | -$5,565(-69.6%) | Jul 27, 2020 | Real Estate | 1 / 0 | $51.86Sep 23, 2026 |
| RTXRTX Corporation | 8.7 | $1,681 | 0.5% | $738 | $943(+127.8%) | Nov 14, 2022 | Industrials | 1 / 1 | $192.19Sep 23, 2026 |
| NOWServiceNow, Inc. | 6.0 | $842 | 0.2% | $830 | $12(+1.5%) | Apr 3, 2025 | Technology | 1 / 1 | $140.78Sep 23, 2026 |
Sector allocation Estimated
- Technology35.1%$126.1K
- Energy28.7%$103K
- Industrials11.9%$42.7K
- Healthcare8.3%$29.7K
- Consumer Cyclical5.9%$21.3K
- Utilities5.0%$18.1K
- Financial Services4.3%$15.4K
- Real Estate0.7%$2.4K
Excluded from the model
- 93 disclosed rows in total; 88 rows modelled.
- 4 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.
- 27 sells had no modelled shares to sell ($263.3K 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.