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$1,810,875
38 positions
Invested (cum.)
Estimated$1,775,037
Sum of buy midpoints
Realized (cum.)
Estimated$265,816
Modelled sell proceeds
Return vs SPY
Estimated+17.0%
SPY with identical cash flows: +25.9%
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
38 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ETEnergy Transfer LP | 23,042.5 | $472,142 | 26.1% | $282,502 | $189,640(+67.1%) | Mar 13, 2023 | Energy | 3 / 0 | $20.49Sep 23, 2026 |
| CRMSalesforce, Inc. | 337.5 | $80,177 | 4.4% | $65,001 | $15,176(+23.3%) | Jun 2, 2026 | Technology | 2 / 0 | $237.58Sep 23, 2026 |
| MRVLMarvell Technology, Inc. | 296.8 | $77,430 | 4.3% | $32,501 | $44,930(+138.2%) | Apr 6, 2026 | Technology | 1 / 0 | $260.90Sep 23, 2026 |
| GLWCorning Incorporated | 488.4 | $75,454 | 4.2% | $65,001 | $10,453(+16.1%) | Mar 19, 2026 | Technology | 2 / 0 | $154.48Sep 23, 2026 |
| GSThe Goldman Sachs Group, Inc. | 80.3 | $75,188 | 4.2% | $65,001 | $10,187(+15.7%) | Mar 19, 2026 | Financial Services | 2 / 0 | $936.36Sep 23, 2026 |
| DTMDT Midstream, Inc. | 527.3 | $66,356 | 3.7% | $32,501 | $33,856(+104.2%) | May 1, 2024 | Energy | 1 / 0 | $125.83Sep 23, 2026 |
| BIIBBiogen Inc. | 287.3 | $65,374 | 3.6% | $56,910 | $8,463(+14.9%) | Jun 2, 2026 | Healthcare | 3 / 1 | $227.53Sep 23, 2026 |
| BEPBrookfield Renewable Partners L.P. | 2,193.1 | $63,776 | 3.5% | $80,504 | -$16,728(-20.8%) | Jun 4, 2026 | Utilities | 7 / 0 | $29.08Sep 23, 2026 |
| MRKMerck & Co., Inc. | 427.1 | $63,241 | 3.5% | $65,001 | -$1,760(-2.7%) | Aug 19, 2026 | Healthcare | 2 / 0 | $148.08Sep 23, 2026 |
| RHRH | 483.2 | $60,207 | 3.3% | $65,001 | -$4,794(-7.4%) | Mar 19, 2026 | Consumer Cyclical | 2 / 0 | $124.59Sep 23, 2026 |
| CSCOCisco Systems, Inc. | 515.9 | $54,904 | 3.0% | $40,501 | $14,403(+35.6%) | Mar 19, 2026 | Technology | 2 / 0 | $106.43Sep 23, 2026 |
| CCitigroup Inc. | 368.7 | $48,642 | 2.7% | $40,501 | $8,141(+20.1%) | Mar 19, 2026 | Financial Services | 2 / 0 | $131.93Sep 23, 2026 |
| BRK-BBerkshire Hathaway Inc. | 94.4 | $47,866 | 2.6% | $48,502 | -$635(-1.3%) | Aug 7, 2026 | Financial Services | 3 / 0 | $507.17Sep 23, 2026 |
| DDOGDatadog, Inc. | 188.2 | $47,342 | 2.6% | $40,501 | $6,841(+16.9%) | May 19, 2026 | Technology | 2 / 0 | $251.49Sep 23, 2026 |
| IBMInternational Business Machines Corporation | 187.7 | $43,688 | 2.4% | $47,481 | -$3,793(-8.0%) | Aug 24, 2026 | Technology | 2 / 2 | $232.76Sep 23, 2026 |
| FDXFedEx Corporation | 141.0 | $41,111 | 2.3% | $40,501 | $610(+1.5%) | Mar 25, 2026 | Industrials | 2 / 0 | $291.50Sep 23, 2026 |
| BAThe Boeing Company | 201.3 | $40,249 | 2.2% | $40,501 | -$252(-0.6%) | Mar 19, 2026 | Industrials | 2 / 0 | $199.93Sep 23, 2026 |
| MSFTMicrosoft Corporation | 76.9 | $38,481 | 2.1% | $32,501 | $5,981(+18.4%) | Apr 17, 2026 | Technology | 1 / 0 | $500.59Sep 23, 2026 |
| OXYOccidental Petroleum Corporation | 630.1 | $36,142 | 2.0% | $32,501 | $3,642(+11.2%) | Oct 25, 2024 | Energy | 1 / 0 | $57.36Sep 23, 2026 |
| VOYGVoyager Technologies, Inc. | 1,071.7 | $33,652 | 1.9% | $40,501 | -$6,849(-16.9%) | Jun 15, 2026 | Industrials | 2 / 0 | $31.40Sep 23, 2026 |
| ULTAUlta Beauty, Inc. | 60.9 | $33,091 | 1.8% | $32,501 | $591(+1.8%) | Mar 19, 2026 | Consumer Cyclical | 1 / 0 | $543.81Sep 23, 2026 |
| CBChubb Limited | 89.5 | $29,992 | 1.7% | $31,470 | -$1,478(-4.7%) | Aug 19, 2026 | Financial Services | 2 / 1 | $335.21Sep 23, 2026 |
| HONHoneywell International Inc. | 139.9 | $29,730 | 1.6% | $32,501 | -$2,770(-8.5%) | Mar 24, 2026 | Industrials | 1 / 0 | $212.57Sep 23, 2026 |
| ARAntero Resources Corporation | 611.0 | $21,784 | 1.2% | $16,001 | $5,783(+36.1%) | Oct 31, 2024 | Energy | 2 / 0 | $35.65Sep 23, 2026 |
| SHWThe Sherwin-Williams Company | 66.4 | $21,679 | 1.2% | $22,839 | -$1,160(-5.1%) | May 12, 2026 | Basic Materials | 2 / 2 | $326.46Sep 23, 2026 |
| URIUnited Rentals, Inc. | 18.9 | $19,517 | 1.1% | $16,001 | $3,516(+22.0%) | Apr 24, 2026 | Industrials | 2 / 0 | $1,031.99Sep 23, 2026 |
| PTONPeloton Interactive, Inc. | 3,941.1 | $18,917 | 1.0% | $16,001 | $2,916(+18.2%) | Mar 19, 2026 | Consumer Cyclical | 2 / 0 | $4.80Sep 23, 2026 |
| QCOMQUALCOMM Incorporated | 91.5 | $18,051 | 1.0% | $19,509 | -$1,458(-7.5%) | Aug 19, 2026 | Technology | 2 / 2 | $197.24Sep 23, 2026 |
| SPCXSpace Exploration Technologies Corp. | 109.5 | $16,243 | 0.9% | $16,001 | $242(+1.5%) | Aug 12, 2026 | Industrials | 2 / 0 | $148.36Sep 23, 2026 |
| WHRWhirlpool Corporation | 357.2 | $11,762 | 0.6% | $19,374 | -$7,612(-39.3%) | May 11, 2026 | Consumer Cyclical | 2 / 2 | $32.93Sep 23, 2026 |
| RSPInvesco S&P 500 Equal Weight ETF | 55.1 | $11,634 | 0.6% | $8,001 | $3,634(+45.4%) | Apr 13, 2023 | ETF | 1 / 0 | $211.31Sep 23, 2026 |
| UNHUnitedHealth Group Incorporated | 25.1 | $9,313 | 0.5% | $8,867 | $446(+5.0%) | Jun 4, 2026 | Healthcare | 2 / 1 | $371.29Sep 23, 2026 |
| GEGE Aerospace | 27.5 | $8,803 | 0.5% | $8,001 | $803(+10.0%) | Mar 24, 2026 | Industrials | 1 / 0 | $319.80Sep 23, 2026 |
| MRNAModerna, Inc. | 45.9 | $8,355 | 0.5% | $8,001 | $355(+4.4%) | Aug 19, 2026 | Healthcare | 1 / 1 | $182.11Sep 23, 2026 |
| NVRNVR, Inc. | 1.2 | $7,781 | 0.4% | $8,001 | -$220(-2.7%) | Mar 19, 2026 | Consumer Cyclical | 1 / 0 | $6,241.61Sep 23, 2026 |
| VGVenture Global, Inc. | 559.9 | $7,429 | 0.4% | $8,001 | -$571(-7.1%) | Mar 19, 2026 | Energy | 1 / 0 | $13.27Sep 23, 2026 |
| CWENClearway Energy, Inc. | 154.0 | $4,639 | 0.3% | $3,564 | $1,075(+30.2%) | Oct 25, 2024 | Utilities | 1 / 1 | $30.12Sep 23, 2026 |
| AMGNAmgen Inc. | 1.8 | $732 | 0.0% | $628 | $104(+16.5%) | Apr 17, 2026 | Healthcare | 1 / 1 | $406.09Sep 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
- Energy33.3%$603.9K
- Technology24.1%$435.5K
- Financial Services11.1%$201.7K
- Industrials10.5%$189.3K
- Healthcare8.1%$147K
- Consumer Cyclical7.3%$131.8K
- Utilities3.8%$68.4K
- Basic Materials1.2%$21.7K
- ETF0.6%$11.6K
Excluded from the model
- 123 disclosed rows in total; 99 rows modelled.
- 22 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.
- 2 rows were an exchange or an unknown transaction type.
- 8 sells had no modelled shares to sell ($431.2K 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.