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$819,826
69 positions
Invested (cum.)
Estimated$1,161,070
Sum of buy midpoints
Realized (cum.)
Estimated$589,008
Modelled sell proceeds
Return vs SPY
Estimated+21.3%
SPY with identical cash flows: +15.7%
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
69 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MUMicron Technology, Inc. | 95.7 | $102,605 | 12.5% | $8,076 | $94,529(+1170.5%) | Oct 1, 2025 | Technology | 2 / 2 | $1,071.88Sep 23, 2026 |
| AMDAdvanced Micro Devices, Inc. | 95.4 | $58,654 | 7.2% | $16,001 | $42,653(+266.6%) | Feb 2, 2026 | Technology | 2 / 0 | $614.61Sep 23, 2026 |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 116.1 | $51,834 | 6.3% | $26,607 | $25,227(+94.8%) | Feb 2, 2026 | Technology | 2 / 2 | $446.57Sep 23, 2026 |
| AAPLApple Inc. | 134.6 | $45,368 | 5.5% | $32,357 | $13,010(+40.2%) | Feb 2, 2026 | Technology | 3 / 2 | $337.02Sep 23, 2026 |
| INTCIntel Corporation | 278.2 | $34,105 | 4.2% | $8,001 | $26,105(+326.3%) | Sep 22, 2025 | Technology | 1 / 0 | $122.60Sep 23, 2026 |
| CSCOCisco Systems, Inc. | 221.7 | $23,593 | 2.9% | $16,001 | $7,592(+47.4%) | Feb 2, 2026 | Technology | 2 / 0 | $106.43Sep 23, 2026 |
| WSMWilliams-Sonoma, Inc. | 101.8 | $23,204 | 2.8% | $16,001 | $7,203(+45.0%) | Jul 25, 2025 | Consumer Cyclical | 2 / 0 | $227.83Sep 23, 2026 |
| VVisa Inc. | 50.8 | $18,364 | 2.2% | $16,001 | $2,363(+14.8%) | Jul 24, 2025 | Financial Services | 2 / 0 | $361.52Sep 23, 2026 |
| PGThe Procter & Gamble Company | 105.7 | $15,580 | 1.9% | $16,001 | -$421(-2.6%) | Feb 2, 2026 | Consumer Defensive | 2 / 0 | $147.39Sep 23, 2026 |
| GOOGLAlphabet Inc. | 44.8 | $15,130 | 1.8% | $8,001 | $7,129(+89.1%) | Jul 2, 2025 | Communication Services | 1 / 0 | $337.83Sep 23, 2026 |
| WELLWelltower Inc. | 60.7 | $13,957 | 1.7% | $8,001 | $5,956(+74.4%) | Oct 23, 2024 | Real Estate | 1 / 0 | $229.87Sep 23, 2026 |
| NUENucor Corporation | 56.5 | $13,949 | 1.7% | $8,001 | $5,948(+74.3%) | Oct 23, 2024 | Basic Materials | 1 / 0 | $246.98Sep 23, 2026 |
| IBMInternational Business Machines Corporation | 53.2 | $12,394 | 1.5% | $16,001 | -$3,607(-22.5%) | Feb 2, 2026 | Technology | 2 / 0 | $232.76Sep 23, 2026 |
| PHParker-Hannifin Corporation | 12.7 | $12,339 | 1.5% | $8,001 | $4,339(+54.2%) | Oct 23, 2024 | Industrials | 1 / 0 | $971.21Sep 23, 2026 |
| MCKMcKesson Corporation | 14.0 | $12,337 | 1.5% | $8,001 | $4,337(+54.2%) | Dec 18, 2024 | Healthcare | 1 / 0 | $880.50Sep 23, 2026 |
| JPMJPMorgan Chase & Co. | 35.8 | $12,087 | 1.5% | $8,001 | $4,087(+51.1%) | Oct 23, 2024 | Financial Services | 1 / 0 | $337.53Sep 23, 2026 |
| LOWLowe's Companies, Inc. | 62.8 | $12,017 | 1.5% | $16,001 | -$3,984(-24.9%) | Aug 8, 2025 | Consumer Cyclical | 2 / 0 | $191.36Sep 23, 2026 |
| METAMeta Platforms, Inc. | 15.7 | $11,686 | 1.4% | $10,105 | $1,581(+15.7%) | Feb 12, 2026 | Communication Services | 3 / 2 | $744.10Sep 23, 2026 |
| TMOThermo Fisher Scientific Inc. | 16.7 | $11,128 | 1.4% | $8,001 | $3,127(+39.1%) | Jul 25, 2025 | Healthcare | 2 / 1 | $665.30Sep 23, 2026 |
| CVXChevron Corporation | 53.2 | $10,926 | 1.3% | $8,001 | $2,926(+36.6%) | Oct 23, 2024 | Energy | 1 / 0 | $205.51Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 42.9 | $10,686 | 1.3% | $8,620 | $2,066(+24.0%) | Oct 22, 2025 | Consumer Cyclical | 2 / 1 | $249.27Sep 23, 2026 |
| MTDMettler-Toledo International Inc. | 7.1 | $10,634 | 1.3% | $8,827 | $1,807(+20.5%) | Dec 8, 2025 | Healthcare | 2 / 1 | $1,492.34Sep 23, 2026 |
| KOThe Coca-Cola Company | 117.7 | $10,369 | 1.3% | $8,001 | $2,368(+29.6%) | Nov 3, 2025 | Consumer Defensive | 1 / 0 | $88.09Sep 23, 2026 |
| DVNDevon Energy Corporation | 212.9 | $10,230 | 1.2% | $8,001 | $2,230(+27.9%) | Dec 8, 2025 | Energy | 1 / 0 | $48.04Sep 23, 2026 |
| BAThe Boeing Company | 50.9 | $10,185 | 1.2% | $10,609 | -$424(-4.0%) | Feb 2, 2026 | Industrials | 2 / 1 | $199.93Sep 23, 2026 |
| WFCWells Fargo & Company | 123.9 | $10,149 | 1.2% | $8,001 | $2,149(+26.9%) | Oct 23, 2024 | Financial Services | 1 / 0 | $81.90Sep 23, 2026 |
| AIZAssurant, Inc. | 37.3 | $9,970 | 1.2% | $8,001 | $1,969(+24.6%) | Aug 26, 2025 | Financial Services | 1 / 0 | $266.97Sep 23, 2026 |
| PNCThe PNC Financial Services Group, Inc. | 42.5 | $9,523 | 1.2% | $8,001 | $1,523(+19.0%) | Oct 23, 2024 | Financial Services | 1 / 0 | $224.03Sep 23, 2026 |
| TRVThe Travelers Companies, Inc. | 26.2 | $9,456 | 1.2% | $8,001 | $1,455(+18.2%) | Feb 20, 2026 | Financial Services | 1 / 0 | $360.39Sep 23, 2026 |
| PFEPfizer Inc. | 333.4 | $9,394 | 1.1% | $8,001 | $1,393(+17.4%) | Jun 17, 2025 | Healthcare | 1 / 0 | $28.18Sep 23, 2026 |
| DLTRDollar Tree, Inc. | 81.8 | $9,259 | 1.1% | $8,001 | $1,258(+15.7%) | Sep 17, 2025 | Consumer Defensive | 1 / 0 | $113.16Sep 23, 2026 |
| DHRDanaher Corporation | 40.8 | $9,048 | 1.1% | $8,001 | $1,047(+13.1%) | Apr 28, 2025 | Healthcare | 1 / 0 | $221.56Sep 23, 2026 |
| WATWaters Corporation | 21.2 | $8,902 | 1.1% | $8,266 | $636(+7.7%) | Dec 8, 2025 | Healthcare | 2 / 1 | $420.57Sep 23, 2026 |
| VRTXVertex Pharmaceuticals Incorporated | 17.0 | $8,788 | 1.1% | $8,001 | $788(+9.8%) | Oct 23, 2024 | Healthcare | 1 / 0 | $516.34Sep 23, 2026 |
| MSFTMicrosoft Corporation | 17.0 | $8,493 | 1.0% | $7,398 | $1,095(+14.8%) | Feb 2, 2026 | Technology | 3 / 2 | $500.59Sep 23, 2026 |
| AAAlcoa Corporation | 191.0 | $8,409 | 1.0% | $8,001 | $409(+5.1%) | Oct 23, 2024 | Basic Materials | 1 / 0 | $44.02Sep 23, 2026 |
| GTESGates Industrial Corporation Ltd. | 312.9 | $8,248 | 1.0% | $8,001 | $247(+3.1%) | Sep 22, 2025 | Industrials | 1 / 0 | $26.36Sep 23, 2026 |
| REGNRegeneron Pharmaceuticals, Inc. | 10.2 | $8,186 | 1.0% | $8,001 | $186(+2.3%) | Feb 12, 2026 | Healthcare | 1 / 0 | $801.82Sep 23, 2026 |
| SYFSynchrony Financial | 115.2 | $8,139 | 1.0% | $8,001 | $138(+1.7%) | Jul 2, 2025 | Financial Services | 1 / 0 | $70.67Sep 23, 2026 |
| DYDycom Industries, Inc. | 28.5 | $7,995 | 1.0% | $8,001 | -$6(-0.1%) | Sep 22, 2025 | Industrials | 1 / 0 | $280.94Sep 23, 2026 |
| DUKDuke Energy Corporation | 66.4 | $7,576 | 0.9% | $8,001 | -$425(-5.3%) | Oct 23, 2024 | Utilities | 1 / 0 | $114.17Sep 23, 2026 |
| EXRExtra Space Storage Inc. | 55.4 | $7,419 | 0.9% | $8,001 | -$582(-7.3%) | Feb 12, 2026 | Real Estate | 2 / 1 | $133.84Sep 23, 2026 |
| DRSLeonardo DRS, Inc. | 197.8 | $7,399 | 0.9% | $8,001 | -$601(-7.5%) | Feb 2, 2026 | Industrials | 1 / 0 | $37.41Sep 23, 2026 |
| DISThe Walt Disney Company | 71.4 | $7,383 | 0.9% | $8,001 | -$618(-7.7%) | Nov 3, 2025 | Communication Services | 1 / 0 | $103.46Sep 23, 2026 |
| SFStifel Financial Corp. | 100.7 | $7,246 | 0.9% | $8,001 | -$755(-9.4%) | Nov 3, 2025 | Financial Services | 1 / 0 | $71.93Sep 23, 2026 |
| AZNAstraZeneca PLC | 43.8 | $7,158 | 0.9% | $8,001 | -$843(-10.5%) | Dec 8, 2025 | Healthcare | 1 / 0 | $163.33Sep 23, 2026 |
| UHSUniversal Health Services, Inc. | 38.3 | $6,956 | 0.8% | $8,001 | -$1,045(-13.1%) | Oct 23, 2025 | Healthcare | 1 / 1 | $181.39Sep 23, 2026 |
| CMICummins Inc. | 13.2 | $6,931 | 0.8% | $8,001 | -$1,070(-13.4%) | Feb 4, 2026 | Industrials | 1 / 0 | $524.65Sep 23, 2026 |
| SAIASaia, Inc. | 19.4 | $6,663 | 0.8% | $8,001 | -$1,338(-16.7%) | Oct 23, 2024 | Industrials | 1 / 0 | $343.85Sep 23, 2026 |
| TTWOTake-Two Interactive Software, Inc. | 31.3 | $6,450 | 0.8% | $6,825 | -$375(-5.5%) | Feb 12, 2026 | Communication Services | 2 / 1 | $206.32Sep 23, 2026 |
| VSTVistra Corp. | 46.1 | $6,356 | 0.8% | $8,001 | -$1,645(-20.6%) | Feb 17, 2026 | Utilities | 1 / 0 | $137.97Sep 23, 2026 |
| NEENextEra Energy, Inc. | 82.1 | $6,326 | 0.8% | $6,651 | -$325(-4.9%) | Jan 15, 2025 | Utilities | 2 / 1 | $77.02Sep 23, 2026 |
| PEPPepsiCo, Inc. | 47.8 | $6,217 | 0.8% | $8,001 | -$1,784(-22.3%) | Feb 5, 2026 | Consumer Defensive | 1 / 0 | $130.18Sep 23, 2026 |
| RELXRELX PLC | 171.0 | $5,679 | 0.7% | $8,001 | -$2,322(-29.0%) | Oct 22, 2025 | Industrials | 1 / 0 | $33.22Sep 23, 2026 |
| GSThe Goldman Sachs Group, Inc. | 4.3 | $4,068 | 0.5% | $2,247 | $1,821(+81.0%) | Jul 24, 2025 | Financial Services | 1 / 1 | $936.36Sep 23, 2026 |
| BAHBooz Allen Hamilton Holding Corporation | 49.0 | $3,707 | 0.5% | $8,001 | -$4,293(-53.7%) | Oct 23, 2024 | Industrials | 1 / 0 | $75.65Sep 23, 2026 |
| PMPhilip Morris International Inc. | 16.9 | $3,230 | 0.4% | $2,224 | $1,006(+45.2%) | Feb 5, 2026 | Consumer Defensive | 1 / 1 | $190.84Sep 23, 2026 |
| BNYThe Bank of New York Mellon Corporation | 17.9 | $2,674 | 0.3% | $1,366 | $1,308(+95.8%) | Jul 2, 2025 | Financial Services | 1 / 1 | $149.51Sep 23, 2026 |
| WBDWarner Bros. Discovery, Inc. | 85.2 | $2,622 | 0.3% | $701 | $1,920(+273.8%) | Dec 8, 2025 | Communication Services | 1 / 2 | $30.76Sep 23, 2026 |
| STTState Street Corporation | 12.2 | $2,188 | 0.3% | $1,184 | $1,003(+84.7%) | Nov 21, 2025 | Financial Services | 1 / 1 | $179.95Sep 23, 2026 |
| UNHUnitedHealth Group Incorporated | 5.8 | $2,145 | 0.3% | $2,810 | -$665(-23.7%) | May 27, 2025 | Healthcare | 2 / 1 | $371.29Sep 23, 2026 |
| ICONIcon Energy Corp. | 1,960.9 | $1,941 | 0.2% | $8,001 | -$6,059(-75.7%) | Dec 8, 2025 | Industrials | 1 / 0 | $0.99Sep 23, 2026 |
| ABBVAbbVie Inc. | 5.7 | $1,521 | 0.2% | $1,104 | $417(+37.8%) | Dec 8, 2025 | Healthcare | 2 / 2 | $265.08Sep 23, 2026 |
| GLOBGlobant S.A. | 32.2 | $1,108 | 0.1% | $3,695 | -$2,587(-70.0%) | Aug 8, 2025 | Technology | 2 / 1 | $34.45Sep 23, 2026 |
| DBXDropbox, Inc. | 18.0 | $616 | 0.1% | $465 | $152(+32.7%) | Apr 22, 2025 | Technology | 1 / 1 | $34.22Sep 23, 2026 |
| CIThe Cigna Group | 1.5 | $391 | 0.0% | $463 | -$72(-15.5%) | Apr 22, 2025 | Healthcare | 1 / 1 | $268.27Sep 23, 2026 |
| ABTAbbott Laboratories | 2.8 | $294 | 0.0% | $333 | -$38(-11.6%) | Dec 8, 2025 | Healthcare | 1 / 1 | $103.49Sep 23, 2026 |
| AIGAmerican International Group, Inc. | 1.9 | $147 | 0.0% | $153 | -$6(-3.8%) | Jul 25, 2025 | Financial Services | 1 / 1 | $75.58Sep 23, 2026 |
| SYKStryker Corporation | 0.4 | $98 | 0.0% | $130 | -$32(-24.7%) | Oct 16, 2025 | Healthcare | 1 / 1 | $273.40Sep 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
- Technology41.3%$338.8K
- Healthcare11.8%$97K
- Financial Services11.5%$94K
- Industrials8.7%$71.1K
- Consumer Cyclical5.6%$45.9K
- Consumer Defensive5.4%$44.7K
- Communication Services5.3%$43.3K
- Basic Materials2.7%$22.4K
- Real Estate2.6%$21.4K
- Energy2.6%$21.2K
- Utilities2.5%$20.3K
Excluded from the model
- 257 disclosed rows in total; 228 rows modelled.
- 20 rows had no published ticker (match confidence below the publish threshold).
- 9 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.
- 46 sells had no modelled shares to sell ($123K 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.