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$1,070,358
83 positions
Invested (cum.)
Estimated$8,615,096
Sum of buy midpoints
Realized (cum.)
Estimated$8,143,004
Modelled sell proceeds
Return vs SPY
Estimated+6.9%
SPY with identical cash flows: +8.9%
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
83 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| WDCWestern Digital Corporation | 192.3 | $91,089 | 8.5% | $7,021 | $84,068(+1197.4%) | May 12, 2025 | Technology | 1 / 2 | $473.69Sep 23, 2026 |
| GEGE Aerospace | 190.8 | $61,004 | 5.7% | $39,879 | $21,125(+53.0%) | May 12, 2025 | Industrials | 2 / 2 | $319.80Sep 23, 2026 |
| AKAMAkamai Technologies, Inc. | 449.4 | $53,232 | 5.0% | $33,894 | $19,338(+57.1%) | May 12, 2025 | Technology | 2 / 2 | $118.44Sep 23, 2026 |
| DHRDanaher Corporation | 233.7 | $51,775 | 4.8% | $13,198 | $38,577(+292.3%) | May 12, 2025 | Healthcare | 1 / 2 | $221.56Sep 23, 2026 |
| COPConocoPhillips | 403.3 | $51,664 | 4.8% | $34,699 | $16,965(+48.9%) | May 12, 2025 | Energy | 2 / 2 | $128.09Sep 23, 2026 |
| XOMExxonMobil Holdings Corporation | 302.7 | $48,803 | 4.6% | $32,876 | $15,927(+48.4%) | May 12, 2025 | Energy | 2 / 1 | $161.23Sep 23, 2026 |
| AMGNAmgen Inc. | 100.3 | $40,729 | 3.8% | $29,825 | $10,903(+36.6%) | May 12, 2025 | Healthcare | 2 / 1 | $406.09Sep 23, 2026 |
| HIWHighwoods Properties, Inc. | 1,232.7 | $36,599 | 3.4% | $34,816 | $1,783(+5.1%) | May 12, 2025 | Real Estate | 2 / 1 | $29.69Sep 23, 2026 |
| LRCXLam Research Corporation | 114.0 | $35,025 | 3.3% | $8,287 | $26,739(+322.7%) | May 12, 2025 | Technology | 1 / 3 | $307.28Sep 23, 2026 |
| CBOECboe Global Markets, Inc. | 121.7 | $32,729 | 3.1% | $25,751 | $6,979(+27.1%) | May 12, 2025 | Financial Services | 3 / 1 | $268.87Sep 23, 2026 |
| VRTXVertex Pharmaceuticals Incorporated | 58.1 | $30,015 | 2.8% | $28,603 | $1,412(+4.9%) | May 12, 2025 | Healthcare | 2 / 1 | $516.34Sep 23, 2026 |
| AMATApplied Materials, Inc. | 59.4 | $28,161 | 2.6% | $8,424 | $19,737(+234.3%) | May 12, 2025 | Technology | 3 / 2 | $474.38Sep 23, 2026 |
| LOWLowe's Companies, Inc. | 145.0 | $27,740 | 2.6% | $33,111 | -$5,371(-16.2%) | May 12, 2025 | Consumer Cyclical | 2 / 1 | $191.36Sep 23, 2026 |
| LFUSLittelfuse, Inc. | 61.9 | $26,155 | 2.4% | $9,528 | $16,627(+174.5%) | May 12, 2025 | Technology | 1 / 2 | $422.43Sep 23, 2026 |
| MCDMcDonald's Corporation | 106.4 | $25,355 | 2.4% | $32,839 | -$7,484(-22.8%) | May 12, 2025 | Consumer Cyclical | 2 / 1 | $238.32Sep 23, 2026 |
| TTTrane Technologies plc | 57.0 | $24,910 | 2.3% | $18,019 | $6,891(+38.2%) | May 12, 2025 | Industrials | 1 / 2 | $437.09Sep 23, 2026 |
| EXPOExponent, Inc. | 372.1 | $24,340 | 2.3% | $30,990 | -$6,649(-21.5%) | May 12, 2025 | Industrials | 2 / 1 | $65.41Sep 23, 2026 |
| ORCLOracle Corporation | 146.3 | $21,152 | 2.0% | $22,863 | -$1,710(-7.5%) | May 12, 2025 | Technology | 3 / 2 | $144.56Sep 23, 2026 |
| MSFTMicrosoft Corporation | 42.3 | $21,151 | 2.0% | $18,514 | $2,637(+14.2%) | May 12, 2025 | Technology | 1 / 3 | $500.59Sep 23, 2026 |
| ECLEcolab Inc. | 69.2 | $19,141 | 1.8% | $15,932 | $3,209(+20.1%) | May 8, 2025 | Basic Materials | 1 / 1 | $276.72Sep 23, 2026 |
| RPDRapid7, Inc. | 1,407.2 | $18,420 | 1.7% | $34,877 | -$16,457(-47.2%) | May 12, 2025 | Technology | 2 / 2 | $13.09Sep 23, 2026 |
| PSXPhillips 66 | 62.6 | $16,063 | 1.5% | $6,049 | $10,014(+165.5%) | May 12, 2025 | Energy | 1 / 1 | $256.48Sep 23, 2026 |
| UNHUnitedHealth Group Incorporated | 39.7 | $14,740 | 1.4% | $20,811 | -$6,071(-29.2%) | May 8, 2025 | Healthcare | 2 / 2 | $371.29Sep 23, 2026 |
| APPAppLovin Corporation | 46.5 | $14,671 | 1.4% | $10,807 | $3,864(+35.8%) | May 12, 2025 | Communication Services | 2 / 2 | $315.25Sep 23, 2026 |
| INTUIntuit Inc. | 50.4 | $14,450 | 1.3% | $28,024 | -$13,575(-48.4%) | May 12, 2025 | Technology | 1 / 2 | $286.80Sep 23, 2026 |
| SNPSSynopsys, Inc. | 33.1 | $13,679 | 1.3% | $13,688 | -$9(-0.1%) | May 12, 2025 | Technology | 1 / 2 | $413.06Sep 23, 2026 |
| MPCMarathon Petroleum Corporation | 35.0 | $13,598 | 1.3% | $4,731 | $8,867(+187.4%) | May 12, 2025 | Energy | 1 / 1 | $388.38Sep 23, 2026 |
| BLKBlackRock, Inc. | 11.9 | $12,662 | 1.2% | $10,471 | $2,191(+20.9%) | May 12, 2025 | Financial Services | 2 / 3 | $1,060.89Sep 23, 2026 |
| CATCaterpillar Inc. | 15.6 | $12,646 | 1.2% | $4,583 | $8,064(+176.0%) | May 12, 2025 | Industrials | 1 / 3 | $812.02Sep 23, 2026 |
| ARESAres Management Corporation | 96.4 | $11,711 | 1.1% | $13,616 | -$1,905(-14.0%) | May 12, 2025 | Financial Services | 1 / 2 | $121.48Sep 23, 2026 |
| UPSUnited Parcel Service, Inc. | 112.6 | $10,788 | 1.0% | $10,759 | $29(+0.3%) | May 8, 2025 | Industrials | 1 / 3 | $95.82Sep 23, 2026 |
| XYZBlock, Inc. | 129.3 | $9,660 | 0.9% | $7,027 | $2,632(+37.5%) | May 8, 2025 | Technology | 1 / 3 | $74.68Sep 23, 2026 |
| DGDollar General Corporation | 77.8 | $9,384 | 0.9% | $5,735 | $3,649(+63.6%) | May 12, 2025 | Consumer Defensive | 1 / 1 | $120.60Sep 23, 2026 |
| NEMNewmont Corporation | 71.9 | $8,886 | 0.8% | $3,283 | $5,603(+170.6%) | May 12, 2025 | Basic Materials | 1 / 1 | $123.55Sep 23, 2026 |
| SPGIS&P Global Inc. | 18.3 | $7,451 | 0.7% | $8,027 | -$576(-7.2%) | May 12, 2025 | Financial Services | 1 / 1 | $406.50Sep 23, 2026 |
| SNDRSchneider National, Inc. | 214.8 | $6,922 | 0.6% | $4,570 | $2,353(+51.5%) | May 12, 2025 | Industrials | 1 / 2 | $32.22Sep 23, 2026 |
| AXONAxon Enterprise, Inc. | 13.9 | $6,246 | 0.6% | $7,415 | -$1,169(-15.8%) | May 12, 2025 | Industrials | 1 / 1 | $450.61Sep 23, 2026 |
| ADIAnalog Devices, Inc. | 15.5 | $5,976 | 0.6% | $3,128 | $2,848(+91.0%) | May 12, 2025 | Technology | 1 / 2 | $385.23Sep 23, 2026 |
| AAgilent Technologies, Inc. | 35.9 | $5,930 | 0.6% | $3,676 | $2,254(+61.3%) | May 12, 2025 | Healthcare | 1 / 2 | $165.32Sep 23, 2026 |
| HUBBHubbell Incorporated | 12.3 | $5,717 | 0.5% | $4,080 | $1,637(+40.1%) | May 12, 2025 | Industrials | 1 / 2 | $463.70Sep 23, 2026 |
| MSTRStrategy Inc | 34.7 | $5,624 | 0.5% | $9,804 | -$4,180(-42.6%) | May 12, 2025 | Technology | 1 / 1 | $162.20Sep 23, 2026 |
| HOMBHome BancShares, Inc. | 194.7 | $5,615 | 0.5% | $4,891 | $724(+14.8%) | May 12, 2025 | Financial Services | 1 / 2 | $28.84Sep 23, 2026 |
| PYPLPayPal Holdings, Inc. | 105.8 | $5,557 | 0.5% | $6,194 | -$637(-10.3%) | May 12, 2025 | Financial Services | 1 / 2 | $52.51Sep 23, 2026 |
| LINLinde plc | 11.1 | $5,199 | 0.5% | $4,714 | $485(+10.3%) | May 12, 2025 | Basic Materials | 1 / 2 | $469.72Sep 23, 2026 |
| CSXCSX Corporation | 101.9 | $4,808 | 0.4% | $2,820 | $1,988(+70.5%) | May 12, 2025 | Industrials | 1 / 2 | $47.19Sep 23, 2026 |
| BALLBall Corporation | 77.4 | $4,550 | 0.4% | $3,822 | $728(+19.0%) | May 12, 2025 | Consumer Cyclical | 2 / 2 | $58.82Sep 23, 2026 |
| TDGTransDigm Group Incorporated | 3.2 | $3,589 | 0.3% | $4,251 | -$662(-15.6%) | May 12, 2025 | Industrials | 2 / 2 | $1,105.28Sep 23, 2026 |
| ALBAlbemarle Corporation | 31.5 | $3,577 | 0.3% | $1,832 | $1,746(+95.3%) | May 12, 2025 | Basic Materials | 1 / 2 | $113.47Sep 23, 2026 |
| ROSTRoss Stores, Inc. | 15.0 | $3,514 | 0.3% | $2,097 | $1,417(+67.6%) | May 12, 2025 | Consumer Cyclical | 1 / 2 | $233.98Sep 23, 2026 |
| BKEThe Buckle, Inc. | 79.2 | $3,284 | 0.3% | $2,839 | $445(+15.7%) | May 12, 2025 | Consumer Cyclical | 1 / 2 | $41.44Sep 23, 2026 |
| ADSKAutodesk, Inc. | 14.4 | $3,129 | 0.3% | $3,739 | -$610(-16.3%) | May 12, 2025 | Technology | 1 / 2 | $217.15Sep 23, 2026 |
| CCLCarnival Corporation Ltd. | 136.3 | $2,972 | 0.3% | $2,761 | $211(+7.7%) | May 12, 2025 | Consumer Cyclical | 1 / 2 | $21.80Sep 23, 2026 |
| AEOAmerican Eagle Outfitters, Inc. | 170.8 | $2,719 | 0.3% | $1,939 | $781(+40.3%) | May 12, 2025 | Consumer Cyclical | 1 / 1 | $15.92Sep 23, 2026 |
| CMGChipotle Mexican Grill, Inc. | 79.4 | $2,599 | 0.2% | $3,827 | -$1,228(-32.1%) | May 12, 2025 | Consumer Cyclical | 1 / 2 | $32.71Sep 23, 2026 |
| ELVElevance Health, Inc. | 6.4 | $2,536 | 0.2% | $2,451 | $85(+3.5%) | May 12, 2025 | Healthcare | 1 / 1 | $398.56Sep 23, 2026 |
| HALHalliburton Company | 76.3 | $2,519 | 0.2% | $1,545 | $975(+63.1%) | May 12, 2025 | Energy | 1 / 4 | $33.01Sep 23, 2026 |
| OXYOccidental Petroleum Corporation | 43.3 | $2,482 | 0.2% | $1,793 | $689(+38.4%) | May 12, 2025 | Energy | 2 / 2 | $57.36Sep 23, 2026 |
| DVNDevon Energy Corporation | 49.1 | $2,361 | 0.2% | $1,569 | $792(+50.5%) | May 12, 2025 | Energy | 2 / 2 | $48.04Sep 23, 2026 |
| GSThe Goldman Sachs Group, Inc. | 2.5 | $2,333 | 0.2% | $1,409 | $923(+65.5%) | May 12, 2025 | Financial Services | 2 / 2 | $936.36Sep 23, 2026 |
| CNCCentene Corporation | 33.9 | $2,105 | 0.2% | $2,001 | $104(+5.2%) | May 12, 2025 | Healthcare | 1 / 1 | $62.08Sep 23, 2026 |
| EPAMEPAM Systems, Inc. | 18.3 | $2,016 | 0.2% | $3,093 | -$1,077(-34.8%) | May 12, 2025 | Technology | 1 / 2 | $110.06Sep 23, 2026 |
| RTXRTX Corporation | 10.2 | $1,957 | 0.2% | $1,277 | $680(+53.2%) | May 12, 2025 | Industrials | 1 / 1 | $192.19Sep 23, 2026 |
| ACGLArch Capital Group Ltd. | 19.5 | $1,854 | 0.2% | $1,745 | $109(+6.3%) | May 12, 2025 | Financial Services | 1 / 1 | $95.16Sep 23, 2026 |
| BACBank of America Corporation | 31.7 | $1,776 | 0.2% | $1,319 | $457(+34.6%) | May 12, 2025 | Financial Services | 1 / 2 | $56.00Sep 23, 2026 |
| AXPAmerican Express Company | 5.8 | $1,766 | 0.2% | $1,659 | $107(+6.5%) | May 12, 2025 | Financial Services | 1 / 3 | $301.96Sep 23, 2026 |
| PANWPalo Alto Networks, Inc. | 4.4 | $1,741 | 0.2% | $835 | $907(+108.6%) | May 12, 2025 | Technology | 1 / 2 | $393.30Sep 23, 2026 |
| PHMPulteGroup, Inc. | 14.5 | $1,723 | 0.2% | $1,476 | $247(+16.7%) | May 12, 2025 | Consumer Cyclical | 1 / 1 | $118.71Sep 23, 2026 |
| TTDThe Trade Desk, Inc. | 133.3 | $1,690 | 0.2% | $7,982 | -$6,292(-78.8%) | May 12, 2025 | Communication Services | 2 / 3 | $12.68Sep 23, 2026 |
| CEGConstellation Energy Corporation | 6.2 | $1,632 | 0.2% | $1,674 | -$42(-2.5%) | May 12, 2025 | Utilities | 1 / 2 | $263.88Sep 23, 2026 |
| DISThe Walt Disney Company | 15.0 | $1,555 | 0.1% | $1,580 | -$25(-1.6%) | May 12, 2025 | Communication Services | 1 / 3 | $103.46Sep 23, 2026 |
| HNIHNI Corporation | 30.3 | $1,427 | 0.1% | $1,342 | $85(+6.3%) | May 8, 2025 | Consumer Cyclical | 1 / 1 | $47.16Sep 23, 2026 |
| CIThe Cigna Group | 5.0 | $1,350 | 0.1% | $1,515 | -$165(-10.9%) | May 12, 2025 | Healthcare | 1 / 1 | $268.27Sep 23, 2026 |
| SHWThe Sherwin-Williams Company | 3.5 | $1,147 | 0.1% | $1,208 | -$61(-5.1%) | May 12, 2025 | Basic Materials | 1 / 1 | $326.46Sep 23, 2026 |
| ISRGIntuitive Surgical, Inc. | 2.5 | $997 | 0.1% | $1,347 | -$350(-26.0%) | May 12, 2025 | Healthcare | 1 / 2 | $398.30Sep 23, 2026 |
| MTCHMatch Group, Inc. | 22.6 | $915 | 0.1% | $629 | $285(+45.4%) | May 12, 2025 | Communication Services | 1 / 1 | $40.48Sep 23, 2026 |
| CCICrown Castle Inc. | 12.7 | $895 | 0.1% | $1,232 | -$337(-27.4%) | May 12, 2025 | Real Estate | 1 / 1 | $70.23Sep 23, 2026 |
| CRMSalesforce, Inc. | 3.7 | $868 | 0.1% | $1,022 | -$154(-15.1%) | May 12, 2025 | Technology | 1 / 2 | $237.58Sep 23, 2026 |
| PRUPrudential Financial, Inc. | 6.7 | $783 | 0.1% | $699 | $84(+11.9%) | May 12, 2025 | Financial Services | 1 / 1 | $117.59Sep 23, 2026 |
| CRLCharles River Laboratories International, Inc. | 2.8 | $766 | 0.1% | $391 | $376(+96.2%) | May 12, 2025 | Healthcare | 1 / 1 | $277.33Sep 23, 2026 |
| AIGAmerican International Group, Inc. | 9.2 | $693 | 0.1% | $748 | -$55(-7.3%) | May 12, 2025 | Financial Services | 1 / 1 | $75.58Sep 23, 2026 |
| LENLennar Corporation | 7.9 | $640 | 0.1% | $861 | -$220(-25.6%) | May 12, 2025 | Consumer Cyclical | 1 / 3 | $81.52Sep 23, 2026 |
| ADBEAdobe Inc. | 2.6 | $615 | 0.1% | $981 | -$366(-37.3%) | May 12, 2025 | Technology | 2 / 2 | $240.69Sep 23, 2026 |
| COINCoinbase Global, Inc. | 0.5 | $108 | 0.0% | $113 | -$5(-4.1%) | May 12, 2025 | Financial Services | 1 / 2 | $198.13Sep 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
- Technology32.9%$352.1K
- Industrials15.2%$162.9K
- Healthcare14.1%$150.9K
- Energy12.8%$137.5K
- Financial Services7.9%$85K
- Consumer Cyclical7.1%$76.5K
- Basic Materials3.5%$38K
- Real Estate3.5%$37.5K
- Communication Services1.8%$18.8K
- Consumer Defensive0.9%$9.4K
- Utilities0.2%$1.6K
Excluded from the model
- 636 disclosed rows in total; 551 rows modelled.
- 81 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 2 rows had no closing price within the lookup window of the trade date.
- 2 rows were an exchange or an unknown transaction type.
- 215 sells had no modelled shares to sell ($12.5M 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.