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$8,693,059
88 positions
Invested (cum.)
Estimated$6,775,064
Sum of buy midpoints
Realized (cum.)
Estimated$1,706,148
Modelled sell proceeds
Return vs SPY
Estimated+53.5%
SPY with identical cash flows: +108.4%
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
88 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| HSBCHSBC Holdings plc | 7,814.1 | $783,363 | 9.0% | $292,896 | $490,467(+167.5%) | Nov 13, 2020 | Financial Services | 2 / 1 | $100.25Sep 23, 2026 |
| MSMMSC Industrial Direct Co., Inc. | 4,996.7 | $620,087 | 7.1% | $375,001 | $245,087(+65.4%) | Jan 9, 2020 | Industrials | 1 / 0 | $124.10Sep 23, 2026 |
| OSWOneSpaWorld Holdings Limited | 20,808.6 | $463,200 | 5.3% | $175,001 | $288,199(+164.7%) | Dec 15, 2020 | Consumer Cyclical | 5 / 1 | $22.26Sep 23, 2026 |
| VSATViasat, Inc. | 5,571.5 | $410,507 | 4.7% | $175,001 | $235,507(+134.6%) | Dec 18, 2020 | Technology | 7 / 2 | $73.68Sep 23, 2026 |
| LYGLloyds Banking Group plc | 63,479.4 | $358,024 | 4.1% | $107,501 | $250,523(+233.0%) | Nov 13, 2020 | Financial Services | 2 / 0 | $5.64Sep 23, 2026 |
| WCCWESCO International, Inc. | 873.2 | $319,460 | 3.7% | $32,501 | $286,960(+882.9%) | Jun 23, 2020 | Industrials | 1 / 0 | $365.85Sep 23, 2026 |
| ACSAYACS, Actividades de Construcción y Servicios, S.A. | 14,859.7 | $312,499 | 3.6% | $75,001 | $237,498(+316.7%) | Nov 13, 2020 | Industrials | 1 / 0 | $21.03Sep 23, 2026 |
| BCSBarclays PLC | 12,675.6 | $307,890 | 3.5% | $83,001 | $224,889(+270.9%) | Nov 13, 2020 | Financial Services | 2 / 0 | $24.29Sep 23, 2026 |
| SBGSYSchneider Electric S.E. | 4,322.8 | $286,904 | 3.3% | $75,001 | $211,903(+282.5%) | Apr 16, 2020 | Industrials | 1 / 0 | $66.37Sep 23, 2026 |
| GWREGuidewire Software, Inc. | 1,779.9 | $272,130 | 3.1% | $175,001 | $97,130(+55.5%) | Oct 28, 2020 | Technology | 1 / 0 | $152.89Sep 23, 2026 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | 3,241.4 | $267,768 | 3.1% | $175,001 | $92,767(+53.0%) | Feb 5, 2020 | Consumer Defensive | 1 / 0 | $82.61Sep 23, 2026 |
| WKWorkiva Inc. | 3,318.2 | $234,894 | 2.7% | $175,001 | $59,893(+34.2%) | Jun 24, 2020 | Technology | 1 / 0 | $70.79Sep 23, 2026 |
| RIORio Tinto Group | 2,179.4 | $207,586 | 2.4% | $107,501 | $100,085(+93.1%) | Apr 15, 2020 | Basic Materials | 2 / 0 | $95.25Sep 23, 2026 |
| SGIOYShionogi & Co., Ltd. | 21,232.3 | $198,097 | 2.3% | $207,501 | -$9,404(-4.5%) | Aug 4, 2020 | Healthcare | 2 / 0 | $9.33Sep 23, 2026 |
| ALCAlcon Inc. | 2,776.0 | $181,524 | 2.1% | $175,001 | $6,524(+3.7%) | Jun 5, 2020 | Healthcare | 1 / 0 | $65.39Sep 23, 2026 |
| JAPAYJapan Tobacco Inc. | 7,338.6 | $159,761 | 1.8% | $75,001 | $84,761(+113.0%) | Nov 13, 2020 | Consumer Defensive | 1 / 0 | $21.77Sep 23, 2026 |
| CXWCoreCivic, Inc. | 4,820.1 | $155,592 | 1.8% | $75,001 | $80,592(+107.5%) | Jan 9, 2020 | Industrials | 1 / 0 | $32.28Sep 23, 2026 |
| HHHHoward Hughes Holdings Inc. | 2,307.7 | $147,114 | 1.7% | $175,001 | -$27,886(-15.9%) | Dec 15, 2020 | Real Estate | 1 / 1 | $63.75Sep 23, 2026 |
| NWGNatWest Group plc | 7,833.9 | $140,305 | 1.6% | $32,501 | $107,804(+331.7%) | Nov 13, 2020 | Financial Services | 1 / 0 | $17.91Sep 23, 2026 |
| TEVATeva Pharmaceutical Industries Limited | 3,424.7 | $133,598 | 1.5% | $32,501 | $101,097(+311.1%) | Nov 13, 2020 | Healthcare | 1 / 0 | $39.01Sep 23, 2026 |
| FMXFomento Económico Mexicano, S.A.B. de C.V. | 1,037.1 | $124,157 | 1.4% | $75,001 | $49,157(+65.5%) | Jun 5, 2020 | Consumer Defensive | 1 / 1 | $119.72Sep 23, 2026 |
| TCEHYTencent Holdings Limited | 1,960.6 | $109,617 | 1.3% | $107,501 | $2,116(+2.0%) | Jun 5, 2020 | Communication Services | 2 / 0 | $55.91Sep 23, 2026 |
| GSKGSK plc | 2,187.9 | $108,759 | 1.3% | $75,001 | $33,759(+45.0%) | Mar 18, 2020 | Healthcare | 1 / 0 | $49.71Sep 23, 2026 |
| ESIElement Solutions Inc | 2,968.1 | $105,278 | 1.2% | $32,501 | $72,777(+223.9%) | Jun 23, 2020 | Basic Materials | 1 / 0 | $35.47Sep 23, 2026 |
| KMPRKemper Corporation | 3,936.0 | $101,745 | 1.2% | $306,062 | -$204,317(-66.8%) | Aug 11, 2020 | Financial Services | 1 / 3 | $25.85Sep 23, 2026 |
| ENSEnerSys | 508.9 | $91,334 | 1.1% | $32,501 | $58,834(+181.0%) | Mar 2, 2020 | Industrials | 1 / 0 | $179.49Sep 23, 2026 |
| IXORIX Corporation | 2,258.2 | $88,297 | 1.0% | $32,501 | $55,796(+171.7%) | Nov 13, 2020 | Financial Services | 1 / 0 | $39.10Sep 23, 2026 |
| OMVKYOMV Aktiengesellschaft | 4,134.9 | $84,559 | 1.0% | $32,501 | $52,059(+160.2%) | Nov 13, 2020 | Energy | 1 / 0 | $20.45Sep 23, 2026 |
| AHKSYAsahi Kasei Corporation | 4,078.3 | $82,749 | 1.0% | $75,001 | $7,749(+10.3%) | Nov 13, 2020 | Industrials | 1 / 0 | $20.29Sep 23, 2026 |
| HTHIYHitachi, Ltd. | 2,158.1 | $76,978 | 0.9% | $32,501 | $44,478(+136.9%) | Nov 13, 2020 | Industrials | 1 / 0 | $35.67Sep 23, 2026 |
| IMBBYImperial Brands PLC | 2,335.2 | $76,642 | 0.9% | $40,501 | $36,141(+89.2%) | Nov 13, 2020 | Consumer Defensive | 2 / 0 | $32.82Sep 23, 2026 |
| BHKLYBOC Hong Kong (Holdings) Limited | 573.9 | $75,182 | 0.9% | $32,501 | $42,682(+131.3%) | Mar 18, 2020 | Financial Services | 1 / 0 | $131.00Sep 23, 2026 |
| CMWAYCommonwealth Bank of Australia | 606.0 | $64,286 | 0.7% | $32,501 | $31,785(+97.8%) | Nov 13, 2020 | Financial Services | 1 / 0 | $106.08Sep 23, 2026 |
| NTOIYNeste Oyj | 3,125.4 | $62,539 | 0.7% | $83,001 | -$20,462(-24.7%) | Nov 13, 2020 | Energy | 2 / 0 | $20.01Sep 23, 2026 |
| HCSGHealthcare Services Group, Inc. | 2,942.3 | $62,525 | 0.7% | $75,001 | -$12,476(-16.6%) | Apr 30, 2020 | Healthcare | 1 / 0 | $21.25Sep 23, 2026 |
| ALGNAlign Technology, Inc. | 399.8 | $59,233 | 0.7% | $88,179 | -$28,947(-32.8%) | Nov 18, 2020 | Healthcare | 1 / 1 | $148.17Sep 23, 2026 |
| AGESYageas SA/NV | 699.4 | $59,091 | 0.7% | $32,501 | $26,591(+81.8%) | Nov 13, 2020 | Financial Services | 1 / 0 | $84.49Sep 23, 2026 |
| MITEYMitsubishi Estate Co., Ltd. | 2,559.1 | $58,936 | 0.7% | $32,501 | $26,435(+81.3%) | Mar 18, 2020 | Real Estate | 1 / 0 | $23.03Sep 23, 2026 |
| SONVYSonova Holding AG | 948.8 | $55,455 | 0.6% | $40,501 | $14,954(+36.9%) | Mar 18, 2020 | Healthcare | 2 / 0 | $58.45Sep 23, 2026 |
| TMToyota Motor Corporation | 280.0 | $53,302 | 0.6% | $32,501 | $20,802(+64.0%) | Mar 18, 2020 | Consumer Cyclical | 1 / 0 | $190.36Sep 23, 2026 |
| KIDSOrthoPediatrics Corp. | 2,304.1 | $51,451 | 0.6% | $107,501 | -$56,050(-52.1%) | Jun 18, 2020 | Healthcare | 2 / 0 | $22.33Sep 23, 2026 |
| TLGPYTelstra Group Limited | 2,855.9 | $48,122 | 0.6% | $32,501 | $15,622(+48.1%) | Nov 13, 2020 | Communication Services | 1 / 0 | $16.85Sep 23, 2026 |
| ABEVAmbev S.A. | 16,304.5 | $47,772 | 0.5% | $75,001 | -$27,228(-36.3%) | Jan 13, 2020 | Consumer Defensive | 1 / 0 | $2.93Sep 23, 2026 |
| VOPKYKoninklijke Vopak N.V. | 762.0 | $42,349 | 0.5% | $40,501 | $1,848(+4.6%) | Nov 13, 2020 | Energy | 2 / 0 | $55.58Sep 23, 2026 |
| CNICanadian National Railway Company | 347.9 | $41,575 | 0.5% | $32,501 | $9,074(+27.9%) | Jan 13, 2020 | Industrials | 1 / 0 | $119.49Sep 23, 2026 |
| IHGInterContinental Hotels Group PLC | 259.5 | $40,516 | 0.5% | $8,001 | $32,516(+406.4%) | Mar 18, 2020 | Consumer Cyclical | 1 / 0 | $156.13Sep 23, 2026 |
| LOGILogitech International S.A. | 368.4 | $38,553 | 0.4% | $32,501 | $6,053(+18.6%) | Dec 1, 2020 | Technology | 1 / 0 | $104.65Sep 23, 2026 |
| ERICTelefonaktiebolaget LM Ericsson (publ) | 3,915.7 | $38,100 | 0.4% | $40,501 | -$2,401(-5.9%) | Nov 13, 2020 | Technology | 2 / 0 | $9.73Sep 23, 2026 |
| PUBGYPublicis Groupe S.A. | 1,365.3 | $37,955 | 0.4% | $8,001 | $29,954(+374.4%) | Mar 19, 2020 | Communication Services | 1 / 0 | $27.80Sep 23, 2026 |
| SKFRYAB SKF (publ) | 1,353.6 | $36,846 | 0.4% | $32,501 | $4,345(+13.4%) | Nov 13, 2020 | Industrials | 1 / 0 | $27.22Sep 23, 2026 |
| KUBTYKubota Corporation | 417.4 | $36,733 | 0.4% | $32,501 | $4,233(+13.0%) | Jan 13, 2020 | Industrials | 1 / 0 | $88.00Sep 23, 2026 |
| AMNAMN Healthcare Services, Inc. | 1,042.0 | $35,335 | 0.4% | $65,001 | -$29,666(-45.6%) | Nov 9, 2020 | Healthcare | 2 / 0 | $33.91Sep 23, 2026 |
| NOKNokia Oyj | 3,292.4 | $34,998 | 0.4% | $8,001 | $26,998(+337.4%) | Mar 18, 2020 | Technology | 1 / 0 | $10.63Sep 23, 2026 |
| HDBHDFC Bank Limited | 1,403.6 | $31,988 | 0.4% | $32,501 | -$512(-1.6%) | Aug 4, 2020 | Financial Services | 1 / 1 | $22.79Sep 23, 2026 |
| ULUnilever PLC | 510.8 | $31,752 | 0.4% | $32,501 | -$749(-2.3%) | Jan 13, 2020 | Consumer Defensive | 1 / 0 | $62.16Sep 23, 2026 |
| MITSYMitsui & Co., Ltd. | 46.5 | $30,883 | 0.4% | $8,001 | $22,882(+286.0%) | Nov 13, 2020 | Industrials | 1 / 0 | $664.00Sep 23, 2026 |
| BASFYBASF SE | 1,960.2 | $29,109 | 0.3% | $32,501 | -$3,391(-10.4%) | Nov 13, 2020 | Basic Materials | 1 / 0 | $14.85Sep 23, 2026 |
| INGING Groep N.V. | 795.1 | $28,562 | 0.3% | $3,737 | $24,825(+664.3%) | Nov 13, 2020 | Financial Services | 1 / 1 | $35.92Sep 23, 2026 |
| SYIEYSymrise AG | 1,033.7 | $27,115 | 0.3% | $32,501 | -$5,386(-16.6%) | Aug 4, 2020 | Basic Materials | 1 / 1 | $26.23Sep 23, 2026 |
| DEODiageo plc | 307.2 | $26,456 | 0.3% | $40,501 | -$14,045(-34.7%) | Aug 4, 2020 | Consumer Defensive | 2 / 1 | $86.11Sep 23, 2026 |
| KGFHYKingfisher plc | 2,787.6 | $25,256 | 0.3% | $8,001 | $17,255(+215.7%) | Mar 18, 2020 | Consumer Cyclical | 1 / 0 | $9.06Sep 23, 2026 |
| RWEOYRWE Aktiengesellschaft | 345.4 | $23,628 | 0.3% | $8,001 | $15,628(+195.3%) | Mar 18, 2020 | Utilities | 1 / 0 | $68.40Sep 23, 2026 |
| NVZMYNovozymes A/S | 318.1 | $21,206 | 0.2% | $14,884 | $6,322(+42.5%) | Aug 4, 2020 | Basic Materials | 2 / 1 | $66.67Sep 23, 2026 |
| PNGAYPing An Insurance (Group) Company of China, Ltd. | 1,506.0 | $20,482 | 0.2% | $32,501 | -$12,018(-37.0%) | Aug 4, 2020 | Financial Services | 1 / 0 | $13.60Sep 23, 2026 |
| PSOPearson plc | 1,282.1 | $20,373 | 0.2% | $8,001 | $12,373(+154.6%) | Mar 18, 2020 | Communication Services | 1 / 0 | $15.89Sep 23, 2026 |
| JHXJames Hardie Industries plc | 728.0 | $19,546 | 0.2% | $8,001 | $11,546(+144.3%) | Mar 18, 2020 | Basic Materials | 1 / 0 | $26.85Sep 23, 2026 |
| HVRRYHannover Rück SE | 401.8 | $19,304 | 0.2% | $8,001 | $11,304(+141.3%) | Mar 18, 2020 | Financial Services | 1 / 0 | $48.04Sep 23, 2026 |
| NSANYNissan Motor Co., Ltd. | 4,507.7 | $17,941 | 0.2% | $32,501 | -$14,560(-44.8%) | Mar 18, 2020 | Consumer Cyclical | 1 / 0 | $3.98Sep 23, 2026 |
| KKPNYKoninklijke KPN N.V. | 3,791.7 | $17,063 | 0.2% | $8,001 | $9,062(+113.3%) | Mar 18, 2020 | Communication Services | 1 / 0 | $4.50Sep 23, 2026 |
| CRARYCrédit Agricole S.A. | 1,571.8 | $16,001 | 0.2% | $8,001 | $8,001(+100.0%) | Nov 13, 2020 | Financial Services | 1 / 0 | $10.18Sep 23, 2026 |
| NVSNovartis AG | 106.7 | $15,231 | 0.2% | $8,001 | $7,231(+90.4%) | Mar 18, 2020 | Healthcare | 1 / 0 | $142.71Sep 23, 2026 |
| SSLSasol Limited | 1,048.0 | $14,977 | 0.2% | $22,732 | -$7,756(-34.1%) | Apr 15, 2020 | Basic Materials | 1 / 1 | $14.29Sep 23, 2026 |
| POAHYPorsche Automobil Holding SE | 5,054.5 | $14,860 | 0.2% | $32,501 | -$17,640(-54.3%) | Nov 13, 2020 | Consumer Cyclical | 1 / 0 | $2.94Sep 23, 2026 |
| SSMXYSysmex Corporation | 1,256.1 | $14,760 | 0.2% | $32,501 | -$17,741(-54.6%) | Aug 4, 2020 | Healthcare | 1 / 1 | $11.75Sep 23, 2026 |
| HXGBYHexagon AB (publ) | 1,409.6 | $13,983 | 0.2% | $8,001 | $5,983(+74.8%) | Mar 18, 2020 | Technology | 1 / 0 | $9.92Sep 23, 2026 |
| TEZNYTerna S.p.A. | 429.9 | $13,499 | 0.2% | $8,001 | $5,498(+68.7%) | Mar 19, 2020 | Utilities | 1 / 0 | $31.40Sep 23, 2026 |
| WIXWix.com Ltd. | 165.1 | $12,679 | 0.1% | $40,501 | -$27,822(-68.7%) | Dec 1, 2020 | Technology | 2 / 0 | $76.80Sep 23, 2026 |
| AZNAstraZeneca PLC | 75.5 | $12,332 | 0.1% | $8,001 | $4,332(+54.1%) | Dec 1, 2020 | Healthcare | 1 / 0 | $163.33Sep 23, 2026 |
| HMCHonda Motor Co., Ltd. | 381.5 | $12,266 | 0.1% | $8,001 | $4,265(+53.3%) | Mar 18, 2020 | Consumer Cyclical | 1 / 0 | $32.15Sep 23, 2026 |
| NGGNational Grid plc | 146.7 | $11,043 | 0.1% | $8,001 | $3,042(+38.0%) | Mar 18, 2020 | Utilities | 1 / 0 | $75.25Sep 23, 2026 |
| SWGAYThe Swatch Group AG | 927.1 | $10,059 | 0.1% | $8,001 | $2,058(+25.7%) | Mar 18, 2020 | Consumer Cyclical | 1 / 0 | $10.85Sep 23, 2026 |
| CRRFYCarrefour SA | 2,666.8 | $9,974 | 0.1% | $8,001 | $1,973(+24.7%) | Mar 19, 2020 | Consumer Defensive | 1 / 0 | $3.74Sep 23, 2026 |
| MLCOMelco Resorts & Entertainment Limited | 1,799.6 | $8,494 | 0.1% | $32,501 | -$24,006(-73.9%) | Nov 13, 2020 | Consumer Cyclical | 1 / 0 | $4.72Sep 23, 2026 |
| SNYSanofi | 197.0 | $8,207 | 0.1% | $8,001 | $207(+2.6%) | Mar 19, 2020 | Healthcare | 1 / 0 | $41.66Sep 23, 2026 |
| ENGGYEnagás, S.A. | 837.7 | $7,866 | 0.1% | $8,001 | -$134(-1.7%) | Mar 18, 2020 | Utilities | 1 / 0 | $9.39Sep 23, 2026 |
| NTDOYNintendo Co., Ltd. | 581.1 | $7,624 | 0.1% | $8,001 | -$377(-4.7%) | Dec 1, 2020 | Communication Services | 1 / 0 | $13.12Sep 23, 2026 |
| TMSNYTemenos AG | 74.6 | $6,226 | 0.1% | $8,001 | -$1,775(-22.2%) | Mar 18, 2020 | Technology | 1 / 0 | $83.41Sep 23, 2026 |
| ELUXYAB Electrolux (publ) | 192.0 | $1,039 | 0.0% | $8,001 | -$6,962(-87.0%) | Mar 19, 2020 | Consumer Cyclical | 1 / 0 | $5.41Sep 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
- Financial Services24.1%$2.1M
- Industrials24.1%$2.1M
- Technology12.2%$1.1M
- Healthcare10.8%$936.5K
- Consumer Defensive8.6%$744.3K
- Consumer Cyclical7.4%$646.9K
- Basic Materials4.9%$424.8K
- Communication Services2.8%$240.8K
- Real Estate2.4%$206.1K
- Energy2.2%$189.4K
- Utilities0.6%$56K
Excluded from the model
- 411 disclosed rows in total; 225 rows modelled.
- 175 rows had no published ticker (match confidence below the publish threshold).
- 5 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 6 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 79 sells had no modelled shares to sell ($4.5M 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.