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$43,722
38 positions
Invested (cum.)
Estimated$801,047
Sum of buy midpoints
Realized (cum.)
Estimated$771,884
Modelled sell proceeds
Return vs SPY
Estimated+1.8%
SPY with identical cash flows: +2.0%
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
38 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MMM3M Company | 101.9 | $17,358 | 39.7% | $8,001 | $9,357(+117.0%) | Sep 26, 2023 | Industrials | 1 / 0 | $170.30Sep 23, 2026 |
| MSFTMicrosoft Corporation | 5.8 | $2,900 | 6.6% | $1,808 | $1,092(+60.4%) | Oct 24, 2023 | Technology | 1 / 1 | $500.59Sep 23, 2026 |
| AMDAdvanced Micro Devices, Inc. | 4.7 | $2,878 | 6.6% | $449 | $2,429(+540.5%) | Oct 24, 2023 | Technology | 1 / 1 | $614.61Sep 23, 2026 |
| AVGOBroadcom Inc. | 7.2 | $2,564 | 5.9% | $589 | $1,974(+334.9%) | Oct 24, 2023 | Technology | 1 / 1 | $354.99Sep 23, 2026 |
| AXONAxon Enterprise, Inc. | 4.7 | $2,114 | 4.8% | $890 | $1,225(+137.7%) | Oct 24, 2023 | Industrials | 1 / 1 | $450.61Sep 23, 2026 |
| NVDANVIDIA Corporation | 7.7 | $1,727 | 4.0% | $321 | $1,406(+438.1%) | Oct 24, 2023 | Technology | 1 / 1 | $225.51Sep 23, 2026 |
| GOOGAlphabet Inc. | 4.7 | $1,577 | 3.6% | $609 | $967(+158.8%) | Oct 24, 2023 | Communication Services | 1 / 1 | $334.98Sep 23, 2026 |
| GOOGLAlphabet Inc. | 4.6 | $1,551 | 3.5% | $590 | $961(+162.8%) | Oct 24, 2023 | Communication Services | 1 / 1 | $337.83Sep 23, 2026 |
| NFLXNetflix, Inc. | 17.6 | $1,255 | 2.9% | $667 | $588(+88.2%) | Oct 24, 2023 | Communication Services | 1 / 1 | $71.36Sep 23, 2026 |
| LLYEli Lilly and Company | 1.0 | $1,199 | 2.7% | $573 | $626(+109.3%) | Oct 24, 2023 | Healthcare | 1 / 1 | $1,150.99Sep 23, 2026 |
| PGRThe Progressive Corporation | 5.6 | $1,145 | 2.6% | $793 | $352(+44.3%) | Oct 24, 2023 | Financial Services | 1 / 1 | $203.13Sep 23, 2026 |
| METAMeta Platforms, Inc. | 1.2 | $866 | 2.0% | $348 | $518(+148.9%) | Oct 24, 2023 | Communication Services | 1 / 1 | $744.10Sep 23, 2026 |
| INTCIntel Corporation | 5.2 | $637 | 1.5% | $176 | $461(+262.4%) | Oct 24, 2023 | Technology | 1 / 1 | $122.60Sep 23, 2026 |
| VRTXVertex Pharmaceuticals Incorporated | 1.1 | $563 | 1.3% | $383 | $179(+46.8%) | Oct 24, 2023 | Healthcare | 1 / 1 | $516.34Sep 23, 2026 |
| AAPLApple Inc. | 1.6 | $544 | 1.2% | $277 | $266(+96.0%) | Oct 24, 2023 | Technology | 1 / 1 | $337.02Sep 23, 2026 |
| GILDGilead Sciences, Inc. | 3.6 | $538 | 1.2% | $268 | $269(+100.4%) | Oct 24, 2023 | Healthcare | 1 / 1 | $151.37Sep 23, 2026 |
| NKENIKE, Inc. | 12.7 | $456 | 1.0% | $1,142 | -$685(-60.0%) | Oct 24, 2023 | Consumer Cyclical | 1 / 1 | $36.05Sep 23, 2026 |
| TAT&T Inc. | 17.5 | $443 | 1.0% | $263 | $180(+68.4%) | Oct 24, 2023 | Communication Services | 1 / 1 | $25.30Sep 23, 2026 |
| VZVerizon Communications Inc. | 9.3 | $431 | 1.0% | $306 | $125(+41.0%) | Oct 24, 2023 | Communication Services | 1 / 1 | $46.52Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 1.3 | $318 | 0.7% | $161 | $157(+97.9%) | Oct 24, 2023 | Consumer Cyclical | 1 / 1 | $249.27Sep 23, 2026 |
| DISThe Walt Disney Company | 3.0 | $314 | 0.7% | $243 | $71(+29.2%) | Oct 24, 2023 | Communication Services | 1 / 1 | $103.46Sep 23, 2026 |
| AMGNAmgen Inc. | 0.8 | $310 | 0.7% | $205 | $104(+50.9%) | Oct 24, 2023 | Healthcare | 1 / 1 | $406.09Sep 23, 2026 |
| VVisa Inc. | 0.7 | $268 | 0.6% | $170 | $98(+57.4%) | Oct 24, 2023 | Financial Services | 1 / 1 | $361.52Sep 23, 2026 |
| ADBEAdobe Inc. | 1.0 | $234 | 0.5% | $493 | -$259(-52.5%) | Oct 24, 2023 | Technology | 1 / 1 | $240.69Sep 23, 2026 |
| SBUXStarbucks Corporation | 2.4 | $227 | 0.5% | $222 | $5(+2.3%) | Oct 24, 2023 | Consumer Cyclical | 1 / 1 | $94.14Sep 23, 2026 |
| UNHUnitedHealth Group Incorporated | 0.6 | $219 | 0.5% | $298 | -$79(-26.5%) | Oct 24, 2023 | Healthcare | 1 / 1 | $371.29Sep 23, 2026 |
| TJXThe TJX Companies, Inc. | 1.6 | $213 | 0.5% | $142 | $71(+49.8%) | Oct 24, 2023 | Consumer Cyclical | 1 / 1 | $131.59Sep 23, 2026 |
| NOWServiceNow, Inc. | 1.3 | $182 | 0.4% | $141 | $41(+29.2%) | Oct 24, 2023 | Technology | 1 / 1 | $140.78Sep 23, 2026 |
| AMATApplied Materials, Inc. | 0.4 | $172 | 0.4% | $49 | $123(+253.8%) | Oct 24, 2023 | Technology | 1 / 1 | $474.38Sep 23, 2026 |
| CSCOCisco Systems, Inc. | 0.9 | $91 | 0.2% | $45 | $46(+101.9%) | Oct 24, 2023 | Technology | 1 / 1 | $106.43Sep 23, 2026 |
| JJacobs Solutions Inc. | 0.6 | $81 | 0.2% | $62 | $19(+29.9%) | Oct 24, 2023 | Industrials | 1 / 1 | $141.12Sep 23, 2026 |
| CRMSalesforce, Inc. | 0.3 | $80 | 0.2% | $68 | $12(+17.3%) | Oct 24, 2023 | Technology | 1 / 1 | $237.58Sep 23, 2026 |
| WMTWalmart Inc. | 0.7 | $75 | 0.2% | $37 | $38(+104.1%) | Oct 24, 2023 | Consumer Defensive | 1 / 1 | $110.53Sep 23, 2026 |
| ELVElevance Health, Inc. | 0.2 | $70 | 0.2% | $78 | -$9(-11.1%) | Oct 24, 2023 | Healthcare | 1 / 1 | $398.56Sep 23, 2026 |
| TMUST-Mobile US, Inc. | 0.2 | $41 | 0.1% | $35 | $6(+17.9%) | Oct 24, 2023 | Communication Services | 1 / 1 | $165.66Sep 23, 2026 |
| UNPUnion Pacific Corporation | 0.1 | $31 | 0.1% | $23 | $8(+34.5%) | Oct 24, 2023 | Industrials | 1 / 1 | $275.53Sep 23, 2026 |
| PGThe Procter & Gamble Company | 0.2 | $31 | 0.1% | $31 | -$0(-1.3%) | Oct 24, 2023 | Consumer Defensive | 1 / 1 | $147.39Sep 23, 2026 |
| INTUIntuit Inc. | 0.1 | $24 | 0.1% | $42 | -$18(-43.0%) | Oct 24, 2023 | Technology | 1 / 1 | $286.80Sep 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
- Industrials44.8%$19.6K
- Technology27.5%$12K
- Communication Services14.8%$6.5K
- Healthcare6.6%$2.9K
- Financial Services3.2%$1.4K
- Consumer Cyclical2.8%$1.2K
- Consumer Defensive0.2%$106
Excluded from the model
- 191 disclosed rows in total; 191 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.
- 58 sells had no modelled shares to sell ($244.7K 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.