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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ORealty Income Corporation | 1,115.6 | $62,040 | 20.4% | $73,002 | -$10,962(-15.0%) | Jul 23, 2026 | Real Estate | 3 / 0 | $55.61Sep 23, 2026 |
| SWKStanley Black & Decker, Inc. | 394.4 | $36,188 | 11.9% | $32,501 | $3,687(+11.3%) | Jan 12, 2026 | Industrials | 1 / 0 | $91.76Sep 23, 2026 |
| WPCW. P. Carey Inc. | 486.7 | $32,359 | 10.6% | $32,501 | -$141(-0.4%) | Jan 12, 2026 | Real Estate | 1 / 0 | $66.49Sep 23, 2026 |
| PEPPepsiCo, Inc. | 208.7 | $27,174 | 8.9% | $32,501 | -$5,327(-16.4%) | Apr 23, 2026 | Consumer Defensive | 1 / 0 | $130.18Sep 23, 2026 |
| AEPAmerican Electric Power Company, Inc. | 196.7 | $23,294 | 7.6% | $16,001 | $7,293(+45.6%) | Jan 15, 2021 | Utilities | 2 / 0 | $118.40Sep 23, 2026 |
| VZVerizon Communications Inc. | 348.8 | $16,227 | 5.3% | $16,001 | $226(+1.4%) | Dec 12, 2025 | Communication Services | 2 / 0 | $46.52Sep 23, 2026 |
| IBMInternational Business Machines Corporation | 58.8 | $13,689 | 4.5% | $8,001 | $5,688(+71.1%) | Jan 3, 2022 | Technology | 1 / 0 | $232.76Sep 23, 2026 |
| SPGSimon Property Group, Inc. | 64.3 | $13,130 | 4.3% | $8,001 | $5,130(+64.1%) | May 25, 2021 | Real Estate | 1 / 0 | $204.16Sep 23, 2026 |
| TFCTruist Financial Corporation | 251.0 | $11,795 | 3.9% | $8,001 | $3,794(+47.4%) | Mar 14, 2023 | Financial Services | 1 / 0 | $47.00Sep 23, 2026 |
| CAGConagra Brands, Inc. | 712.4 | $10,529 | 3.5% | $16,001 | -$5,472(-34.2%) | Nov 14, 2025 | Consumer Defensive | 2 / 0 | $14.78Sep 23, 2026 |
| SJMThe J. M. Smucker Company | 83.2 | $10,181 | 3.3% | $8,001 | $2,181(+27.3%) | Apr 23, 2026 | Consumer Defensive | 1 / 0 | $122.41Sep 23, 2026 |
| STAGSTAG Industrial, Inc. | 261.5 | $9,629 | 3.2% | $8,001 | $1,629(+20.4%) | Jan 15, 2021 | Real Estate | 1 / 0 | $36.83Sep 23, 2026 |
| VPUVanguard Utilities Index Fund ETF Shares | 54.8 | $9,447 | 3.1% | $8,001 | $1,446(+18.1%) | Apr 15, 2021 | ETF | 1 / 0 | $172.45Sep 23, 2026 |
| TAT&T Inc. | 366.7 | $9,276 | 3.0% | $8,001 | $1,276(+15.9%) | Jun 29, 2026 | Communication Services | 1 / 0 | $25.30Sep 23, 2026 |
| KHCThe Kraft Heinz Company | 339.9 | $8,085 | 2.7% | $8,001 | $85(+1.1%) | May 21, 2026 | Consumer Defensive | 1 / 0 | $23.79Sep 23, 2026 |
| HBANHuntington Bancshares Incorporated | 516.5 | $7,944 | 2.6% | $8,001 | -$57(-0.7%) | Dec 7, 2021 | Financial Services | 1 / 0 | $15.38Sep 23, 2026 |
| FSKFS KKR Capital Corp. | 346.2 | $3,867 | 1.3% | $8,001 | -$4,134(-51.7%) | Aug 27, 2021 | Financial Services | 1 / 0 | $11.17Sep 23, 2026 |
Sector allocation Estimated
- Real Estate38.4%$117.2K
- Consumer Defensive18.4%$56K
- Industrials11.9%$36.2K
- Communication Services8.4%$25.5K
- Financial Services7.7%$23.6K
- Utilities7.6%$23.3K
- Technology4.5%$13.7K
- ETF3.1%$9.4K
Excluded from the model
- 60 disclosed rows in total; 37 rows modelled.
- 16 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 1 row had no closing price within the lookup window of the trade date.
- 6 rows were an exchange or an unknown transaction type.
- 14 sells had no modelled shares to sell ($242.9K 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.