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$521,500
34 positions
Invested (cum.)
Estimated$464,528
Sum of buy midpoints
Realized (cum.)
Estimated$100,945
Modelled sell proceeds
Return vs SPY
Estimated+34.0%
SPY with identical cash flows: +68.3%
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
34 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| GEGE Aerospace | 119.4 | $38,195 | 7.3% | $8,001 | $30,195(+377.4%) | Mar 3, 2021 | Industrials | 1 / 0 | $319.80Sep 23, 2026 |
| XOMExxonMobil Holdings Corporation | 212.6 | $34,278 | 6.6% | $13,290 | $20,988(+157.9%) | Nov 22, 2022 | Energy | 3 / 2 | $161.23Sep 23, 2026 |
| CVXChevron Corporation | 155.6 | $31,986 | 6.1% | $16,001 | $15,985(+99.9%) | Aug 30, 2021 | Energy | 2 / 0 | $205.51Sep 23, 2026 |
| VMCVulcan Materials Company | 125.6 | $30,702 | 5.9% | $24,002 | $6,701(+27.9%) | Nov 8, 2021 | Basic Materials | 3 / 0 | $244.40Sep 23, 2026 |
| MSIMotorola Solutions, Inc. | 65.9 | $30,347 | 5.8% | $16,001 | $14,346(+89.7%) | Aug 9, 2022 | Technology | 2 / 0 | $460.44Sep 23, 2026 |
| DEDeere & Company | 42.5 | $30,128 | 5.8% | $16,001 | $14,127(+88.3%) | Mar 17, 2021 | Industrials | 2 / 0 | $709.48Sep 23, 2026 |
| CPRTCopart, Inc. | 842.7 | $24,328 | 4.7% | $24,002 | $327(+1.4%) | Oct 19, 2022 | Industrials | 3 / 0 | $28.87Sep 23, 2026 |
| BXBlackstone Inc. | 178.5 | $21,286 | 4.1% | $24,704 | -$3,418(-13.8%) | Nov 8, 2021 | Financial Services | 1 / 1 | $119.27Sep 23, 2026 |
| JPMJPMorgan Chase & Co. | 60.0 | $20,252 | 3.9% | $8,001 | $12,252(+153.1%) | Apr 5, 2022 | Financial Services | 2 / 2 | $337.53Sep 23, 2026 |
| MSFTMicrosoft Corporation | 36.4 | $18,225 | 3.5% | $8,431 | $9,794(+116.2%) | Nov 8, 2022 | Technology | 2 / 4 | $500.59Sep 23, 2026 |
| WMTWalmart Inc. | 158.6 | $17,533 | 3.4% | $8,001 | $9,532(+119.1%) | May 9, 2022 | Consumer Defensive | 1 / 0 | $110.53Sep 23, 2026 |
| UNHUnitedHealth Group Incorporated | 40.0 | $14,856 | 2.8% | $16,001 | -$1,145(-7.2%) | Jun 21, 2021 | Healthcare | 2 / 0 | $371.29Sep 23, 2026 |
| ETREntergy Corporation | 148.1 | $14,695 | 2.8% | $8,001 | $6,694(+83.7%) | Nov 8, 2022 | Utilities | 1 / 0 | $99.23Sep 23, 2026 |
| ORCLOracle Corporation | 96.9 | $14,009 | 2.7% | $8,001 | $6,008(+75.1%) | Nov 23, 2022 | Technology | 1 / 0 | $144.56Sep 23, 2026 |
| TXNTexas Instruments Incorporated | 47.6 | $12,974 | 2.5% | $8,001 | $4,974(+62.2%) | Nov 8, 2022 | Technology | 1 / 0 | $272.62Sep 23, 2026 |
| MELIMercadoLibre, Inc. | 7.1 | $12,821 | 2.5% | $8,001 | $4,821(+60.3%) | Jan 14, 2022 | Consumer Cyclical | 1 / 0 | $1,799.24Sep 23, 2026 |
| CSXCSX Corporation | 266.9 | $12,593 | 2.4% | $8,001 | $4,593(+57.4%) | Nov 8, 2022 | Industrials | 1 / 0 | $47.19Sep 23, 2026 |
| JNJJohnson & Johnson | 46.0 | $12,388 | 2.4% | $8,001 | $4,387(+54.8%) | Nov 8, 2022 | Healthcare | 1 / 1 | $269.17Sep 23, 2026 |
| FITBFifth Third Bancorp | 227.9 | $11,779 | 2.3% | $8,001 | $3,778(+47.2%) | Nov 8, 2022 | Financial Services | 1 / 0 | $51.69Sep 23, 2026 |
| NOCNorthrop Grumman Corporation | 21.5 | $11,075 | 2.1% | $8,001 | $3,075(+38.4%) | May 14, 2021 | Industrials | 1 / 0 | $514.42Sep 23, 2026 |
| PLDPrologis, Inc. | 78.4 | $10,506 | 2.0% | $8,001 | $2,506(+31.3%) | Oct 19, 2022 | Real Estate | 1 / 0 | $133.96Sep 23, 2026 |
| AEEAmeren Corporation | 103.6 | $10,338 | 2.0% | $8,001 | $2,337(+29.2%) | Oct 13, 2022 | Utilities | 1 / 0 | $99.74Sep 23, 2026 |
| TRUTransUnion | 135.8 | $9,632 | 1.8% | $8,001 | $1,632(+20.4%) | Dec 9, 2022 | Financial Services | 1 / 0 | $70.95Sep 23, 2026 |
| PFGPrincipal Financial Group, Inc. | 84.2 | $9,594 | 1.8% | $8,001 | $1,593(+19.9%) | Nov 11, 2022 | Financial Services | 1 / 0 | $113.92Sep 23, 2026 |
| MDTMedtronic plc | 99.8 | $8,909 | 1.7% | $8,001 | $909(+11.4%) | Nov 8, 2022 | Healthcare | 1 / 0 | $89.30Sep 23, 2026 |
| CCICrown Castle Inc. | 123.3 | $8,656 | 1.7% | $16,001 | -$7,345(-45.9%) | Nov 8, 2022 | Real Estate | 2 / 0 | $70.23Sep 23, 2026 |
| DGDollar General Corporation | 65.9 | $7,950 | 1.5% | $16,001 | -$8,051(-50.3%) | Jun 13, 2022 | Consumer Defensive | 2 / 0 | $120.60Sep 23, 2026 |
| NEENextEra Energy, Inc. | 102.3 | $7,882 | 1.5% | $8,001 | -$119(-1.5%) | Nov 3, 2022 | Utilities | 1 / 0 | $77.02Sep 23, 2026 |
| HDThe Home Depot, Inc. | 24.5 | $7,273 | 1.4% | $8,001 | -$727(-9.1%) | Nov 25, 2022 | Consumer Cyclical | 1 / 2 | $296.72Sep 23, 2026 |
| AONAon plc | 24.5 | $6,895 | 1.3% | $8,001 | -$1,105(-13.8%) | Apr 4, 2022 | Financial Services | 1 / 4 | $281.60Sep 23, 2026 |
| PEPPepsiCo, Inc. | 44.3 | $5,763 | 1.1% | $8,001 | -$2,237(-28.0%) | Nov 8, 2022 | Consumer Defensive | 1 / 1 | $130.18Sep 23, 2026 |
| AMTAmerican Tower Corporation | 29.5 | $5,041 | 1.0% | $8,001 | -$2,960(-37.0%) | Dec 9, 2021 | Real Estate | 1 / 0 | $170.78Sep 23, 2026 |
| SESea Limited | 45.7 | $4,721 | 0.9% | $8,001 | -$3,279(-41.0%) | Jan 14, 2022 | Consumer Cyclical | 1 / 3 | $103.29Sep 23, 2026 |
| ETNEaton Corporation plc | 8.9 | $3,888 | 0.7% | $1,290 | $2,599(+201.5%) | Dec 9, 2022 | Industrials | 2 / 2 | $438.76Sep 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
- Industrials23.1%$120.2K
- Financial Services15.2%$79.4K
- Technology14.5%$75.6K
- Energy12.7%$66.3K
- Healthcare6.9%$36.2K
- Utilities6.3%$32.9K
- Consumer Defensive6.0%$31.2K
- Basic Materials5.9%$30.7K
- Consumer Cyclical4.8%$24.8K
- Real Estate4.6%$24.2K
Excluded from the model
- 332 disclosed rows in total; 137 rows modelled.
- 170 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.
- 22 rows were an exchange or an unknown transaction type.
- 42 sells had no modelled shares to sell ($653.1K 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.