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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ANETArista Networks, Inc. | 355.8 | $72,385 | 35.5% | $31,523 | $40,862(+129.6%) | Mar 27, 2025 | Technology | 2 / 1 | $203.47Sep 23, 2026 |
| CRWDCrowdStrike Holdings, Inc. | 198.4 | $52,069 | 25.6% | $15,428 | $36,641(+237.5%) | Mar 27, 2025 | Technology | 4 / 3 | $262.49Sep 23, 2026 |
| ULTAUlta Beauty, Inc. | 61.6 | $33,500 | 16.5% | $23,303 | $10,197(+43.8%) | Aug 14, 2024 | Consumer Cyclical | 1 / 1 | $543.81Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 68.8 | $17,141 | 8.4% | $15,326 | $1,815(+11.8%) | Mar 27, 2025 | Consumer Cyclical | 3 / 5 | $249.27Sep 23, 2026 |
| AMPAmeriprise Financial, Inc. | 20.6 | $10,365 | 5.1% | $9,223 | $1,143(+12.4%) | Mar 27, 2025 | Financial Services | 4 / 3 | $502.79Sep 23, 2026 |
| CORCencora, Inc. | 29.7 | $9,286 | 4.6% | $6,514 | $2,772(+42.6%) | Mar 27, 2025 | Healthcare | 1 / 1 | $312.28Sep 23, 2026 |
| ISRGIntuitive Surgical, Inc. | 8.9 | $3,526 | 1.7% | $3,467 | $59(+1.7%) | Jul 17, 2024 | Healthcare | 4 / 4 | $398.30Sep 23, 2026 |
| REGNRegeneron Pharmaceuticals, Inc. | 2.0 | $1,639 | 0.8% | $1,649 | -$10(-0.6%) | Oct 15, 2024 | Healthcare | 1 / 1 | $801.82Sep 23, 2026 |
| LNGCheniere Energy, Inc. | 6.0 | $1,635 | 0.8% | $966 | $669(+69.3%) | Oct 15, 2024 | Energy | 1 / 1 | $273.61Sep 23, 2026 |
| CDNSCadence Design Systems, Inc. | 3.4 | $1,062 | 0.5% | $915 | $147(+16.0%) | Mar 27, 2025 | Technology | 2 / 2 | $309.09Sep 23, 2026 |
| TELTE Connectivity plc | 4.1 | $877 | 0.4% | $606 | $272(+44.9%) | Mar 25, 2025 | Technology | 1 / 1 | $214.39Sep 23, 2026 |
| BLKBlackRock, Inc. | 0.1 | $140 | 0.1% | $117 | $24(+20.2%) | Mar 27, 2025 | Financial Services | 3 / 3 | $1,060.89Sep 23, 2026 |
Sector allocation Estimated
- Technology62.1%$126.4K
- Consumer Cyclical24.9%$50.6K
- Healthcare7.1%$14.5K
- Financial Services5.2%$10.5K
- Energy0.8%$1.6K
Excluded from the model
- 170 disclosed rows in total; 165 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.
- 1 row was an exchange or an unknown transaction type.
- 43 sells had no modelled shares to sell ($1.5M 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.