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$1,699,507
37 positions
Invested (cum.)
Estimated$2,810,053
Sum of buy midpoints
Realized (cum.)
Estimated$1,724,522
Modelled sell proceeds
Return vs SPY
Estimated+21.8%
SPY with identical cash flows: +25.8%
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
37 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | 1,214.6 | $273,906 | 16.1% | $32,501 | $241,406(+742.8%) | Apr 14, 2023 | Technology | 1 / 0 | $225.51Sep 23, 2026 |
| CAHCardinal Health, Inc. | 709.0 | $156,871 | 9.2% | $75,001 | $81,870(+109.2%) | Jan 12, 2024 | Healthcare | 1 / 0 | $221.27Sep 23, 2026 |
| CCitigroup Inc. | 1,065.2 | $140,528 | 8.3% | $123,502 | $17,026(+13.8%) | Feb 11, 2026 | Financial Services | 4 / 0 | $131.93Sep 23, 2026 |
| MARMarriott International, Inc. | 343.6 | $120,824 | 7.1% | $65,001 | $55,823(+85.9%) | Oct 11, 2023 | Consumer Cyclical | 2 / 0 | $351.66Sep 23, 2026 |
| VSATViasat, Inc. | 1,576.9 | $116,189 | 6.8% | $69,748 | $46,441(+66.6%) | Aug 28, 2026 | Technology | 1 / 1 | $73.68Sep 23, 2026 |
| BNYThe Bank of New York Mellon Corporation | 698.7 | $104,457 | 6.1% | $83,001 | $21,456(+25.9%) | Feb 17, 2026 | Financial Services | 2 / 0 | $149.51Sep 23, 2026 |
| PHParker-Hannifin Corporation | 105.0 | $101,980 | 6.0% | $32,501 | $69,479(+213.8%) | Jan 9, 2023 | Industrials | 1 / 0 | $971.21Sep 23, 2026 |
| AMATApplied Materials, Inc. | 184.2 | $87,404 | 5.1% | $36,953 | $50,451(+136.5%) | Nov 27, 2024 | Technology | 1 / 1 | $474.38Sep 23, 2026 |
| SPGSimon Property Group, Inc. | 350.8 | $71,615 | 4.2% | $65,001 | $6,614(+10.2%) | Apr 20, 2026 | Real Estate | 2 / 0 | $204.16Sep 23, 2026 |
| WMTWalmart Inc. | 623.1 | $68,875 | 4.1% | $75,001 | -$6,125(-8.2%) | Jan 13, 2026 | Consumer Defensive | 1 / 0 | $110.53Sep 23, 2026 |
| JPMJPMorgan Chase & Co. | 194.8 | $65,735 | 3.9% | $40,501 | $25,234(+62.3%) | Jan 20, 2026 | Financial Services | 2 / 0 | $337.53Sep 23, 2026 |
| AMEAMETEK, Inc. | 227.2 | $55,993 | 3.3% | $32,501 | $23,492(+72.3%) | Jan 23, 2023 | Industrials | 1 / 0 | $246.45Sep 23, 2026 |
| GEVGE Vernova Inc. | 44.7 | $42,588 | 2.5% | $32,501 | $10,087(+31.0%) | Jan 30, 2026 | Industrials | 1 / 0 | $951.82Sep 23, 2026 |
| BPBP p.l.c. | 887.4 | $39,478 | 2.3% | $40,501 | -$1,023(-2.5%) | Mar 20, 2026 | Energy | 3 / 1 | $44.49Sep 23, 2026 |
| EMEEMCOR Group, Inc. | 35.6 | $26,766 | 1.6% | $8,001 | $18,765(+234.5%) | Aug 29, 2023 | Industrials | 1 / 0 | $751.80Sep 23, 2026 |
| HOODRobinhood Markets, Inc. | 209.0 | $25,639 | 1.5% | $27,726 | -$2,086(-7.5%) | Jan 20, 2026 | Financial Services | 3 / 2 | $122.70Sep 23, 2026 |
| MCKMcKesson Corporation | 27.7 | $24,354 | 1.4% | $18,248 | $6,105(+33.5%) | Jun 15, 2026 | Healthcare | 4 / 2 | $880.50Sep 23, 2026 |
| IBMInternational Business Machines Corporation | 89.5 | $20,826 | 1.2% | $23,269 | -$2,443(-10.5%) | Feb 17, 2026 | Technology | 3 / 3 | $232.76Sep 23, 2026 |
| METAMeta Platforms, Inc. | 24.9 | $18,508 | 1.1% | $14,534 | $3,973(+27.3%) | Nov 11, 2025 | Communication Services | 4 / 2 | $744.10Sep 23, 2026 |
| MELIMercadoLibre, Inc. | 8.5 | $15,315 | 0.9% | $11,064 | $4,251(+38.4%) | Dec 10, 2025 | Consumer Cyclical | 1 / 1 | $1,799.24Sep 23, 2026 |
| GOOGLAlphabet Inc. | 45.2 | $15,277 | 0.9% | $5,540 | $9,738(+175.8%) | Apr 21, 2025 | Communication Services | 1 / 1 | $337.83Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 53.5 | $13,329 | 0.8% | $10,783 | $2,546(+23.6%) | Mar 9, 2026 | Consumer Cyclical | 5 / 3 | $249.27Sep 23, 2026 |
| STTState Street Corporation | 67.0 | $12,055 | 0.7% | $8,001 | $4,054(+50.7%) | Nov 11, 2025 | Financial Services | 1 / 0 | $179.95Sep 23, 2026 |
| SHOPShopify Inc. | 80.5 | $11,460 | 0.7% | $12,932 | -$1,472(-11.4%) | Feb 3, 2026 | Technology | 3 / 2 | $142.34Sep 23, 2026 |
| WMBThe Williams Companies, Inc. | 131.2 | $9,328 | 0.5% | $7,832 | $1,495(+19.1%) | Apr 23, 2025 | Energy | 2 / 1 | $71.11Sep 23, 2026 |
| GSThe Goldman Sachs Group, Inc. | 9.8 | $9,198 | 0.5% | $5,819 | $3,379(+58.1%) | Apr 7, 2025 | Financial Services | 2 / 1 | $936.36Sep 23, 2026 |
| CHDChurch & Dwight Co., Inc. | 92.5 | $8,880 | 0.5% | $9,904 | -$1,024(-10.3%) | May 14, 2025 | Consumer Defensive | 4 / 2 | $96.02Sep 23, 2026 |
| WELLWelltower Inc. | 38.5 | $8,847 | 0.5% | $8,001 | $846(+10.6%) | Feb 11, 2026 | Real Estate | 1 / 0 | $229.87Sep 23, 2026 |
| PANWPalo Alto Networks, Inc. | 22.2 | $8,733 | 0.5% | $3,351 | $5,382(+160.6%) | Feb 5, 2026 | Technology | 2 / 2 | $393.30Sep 23, 2026 |
| HLTHilton Worldwide Holdings Inc. | 23.0 | $7,081 | 0.4% | $8,001 | -$919(-11.5%) | Jun 15, 2026 | Consumer Cyclical | 1 / 0 | $307.22Sep 23, 2026 |
| SPHRSphere Entertainment Co. | 51.8 | $7,042 | 0.4% | $8,001 | -$958(-12.0%) | Jun 15, 2026 | Communication Services | 1 / 0 | $135.89Sep 23, 2026 |
| KKRKKR & Co. Inc. | 39.5 | $3,842 | 0.2% | $5,029 | -$1,187(-23.6%) | Apr 4, 2025 | Financial Services | 2 / 1 | $97.21Sep 23, 2026 |
| CRMSalesforce, Inc. | 15.5 | $3,687 | 0.2% | $4,356 | -$669(-15.3%) | Mar 11, 2025 | Technology | 2 / 2 | $237.58Sep 23, 2026 |
| AESThe AES Corporation | 118.7 | $1,757 | 0.1% | $2,098 | -$341(-16.2%) | Sep 19, 2024 | Utilities | 1 / 1 | $14.81Sep 23, 2026 |
| LINLinde plc | 1.0 | $458 | 0.0% | $378 | $80(+21.2%) | May 7, 2025 | Basic Materials | 2 / 1 | $469.72Sep 23, 2026 |
| NFLXNetflix, Inc. | 5.1 | $361 | 0.0% | $486 | -$125(-25.8%) | Dec 8, 2025 | Communication Services | 1 / 1 | $71.36Sep 23, 2026 |
| REGNRegeneron Pharmaceuticals, Inc. | 0.4 | $322 | 0.0% | $324 | -$1(-0.4%) | Nov 13, 2024 | Healthcare | 2 / 2 | $801.82Sep 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
- Technology30.7%$522.2K
- Financial Services21.3%$361.5K
- Industrials13.4%$227.3K
- Healthcare10.7%$181.5K
- Consumer Cyclical9.2%$156.5K
- Real Estate4.7%$80.5K
- Consumer Defensive4.6%$77.8K
- Energy2.9%$48.8K
- Communication Services2.4%$41.2K
- Utilities0.1%$1.8K
- Basic Materials0.0%$458
Excluded from the model
- 195 disclosed rows in total; 190 rows modelled.
- 5 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.
- 39 sells had no modelled shares to sell ($702K 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.