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$6,929,292
99 positions
Invested (cum.)
Estimated$4,160,734
Sum of buy midpoints
Realized (cum.)
Estimated$15,128
Modelled sell proceeds
Return vs SPY
Estimated+66.9%
SPY with identical cash flows: +40.9%
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
99 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMDAdvanced Micro Devices, Inc. | 1,083.7 | $666,056 | 9.6% | $120,008 | $546,049(+455.0%) | May 14, 2025 | Technology | 15 / 0 | $614.61Sep 23, 2026 |
| INTCIntel Corporation | 3,194.8 | $391,683 | 5.7% | $72,005 | $319,679(+444.0%) | May 5, 2025 | Technology | 9 / 0 | $122.60Sep 23, 2026 |
| CATCaterpillar Inc. | 290.4 | $235,779 | 3.4% | $88,006 | $147,773(+167.9%) | May 5, 2025 | Industrials | 11 / 0 | $812.02Sep 23, 2026 |
| DELLDell Technologies Inc. | 384.5 | $211,420 | 3.1% | $40,003 | $171,417(+428.5%) | May 5, 2025 | Technology | 5 / 0 | $549.83Sep 23, 2026 |
| AMATApplied Materials, Inc. | 433.5 | $205,649 | 3.0% | $72,005 | $133,644(+185.6%) | Jun 6, 2025 | Technology | 9 / 0 | $474.38Sep 23, 2026 |
| GOOGAlphabet Inc. | 531.9 | $178,174 | 2.6% | $96,006 | $82,168(+85.6%) | Sep 11, 2025 | Communication Services | 12 / 2 | $334.98Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 587.4 | $146,433 | 2.1% | $120,008 | $26,426(+22.0%) | Oct 24, 2025 | Consumer Cyclical | 15 / 2 | $249.27Sep 23, 2026 |
| TSLATesla, Inc. | 379.5 | $144,243 | 2.1% | $112,007 | $32,236(+28.8%) | Oct 15, 2025 | Consumer Cyclical | 14 / 0 | $380.12Sep 23, 2026 |
| NVDANVIDIA Corporation | 632.4 | $142,622 | 2.1% | $80,005 | $62,617(+78.3%) | May 14, 2025 | Technology | 10 / 0 | $225.51Sep 23, 2026 |
| GLWCorning Incorporated | 890.1 | $137,504 | 2.0% | $40,003 | $97,501(+243.7%) | May 14, 2025 | Technology | 5 / 0 | $154.48Sep 23, 2026 |
| FDXFedEx Corporation | 470.7 | $137,212 | 2.0% | $88,504 | $48,708(+55.0%) | Aug 28, 2025 | Industrials | 8 / 0 | $291.50Sep 23, 2026 |
| LRCXLam Research Corporation | 445.5 | $136,901 | 2.0% | $32,002 | $104,899(+327.8%) | Apr 4, 2025 | Technology | 4 / 0 | $307.28Sep 23, 2026 |
| JPMJPMorgan Chase & Co. | 396.0 | $133,661 | 1.9% | $88,006 | $45,655(+51.9%) | May 5, 2025 | Financial Services | 11 / 0 | $337.53Sep 23, 2026 |
| GSThe Goldman Sachs Group, Inc. | 139.3 | $130,426 | 1.9% | $64,004 | $66,422(+103.8%) | Sep 11, 2025 | Financial Services | 8 / 0 | $936.36Sep 23, 2026 |
| ASMLASML Holding N.V. | 72.8 | $127,051 | 1.8% | $56,004 | $71,047(+126.9%) | Sep 11, 2025 | Technology | 7 / 0 | $1,744.61Sep 23, 2026 |
| CRWDCrowdStrike Holdings, Inc. | 481.2 | $126,321 | 1.8% | $40,003 | $86,319(+215.8%) | Sep 11, 2025 | Technology | 5 / 0 | $262.49Sep 23, 2026 |
| PANWPalo Alto Networks, Inc. | 302.0 | $118,763 | 1.7% | $56,004 | $62,760(+112.1%) | Oct 24, 2025 | Technology | 7 / 0 | $393.30Sep 23, 2026 |
| UPSUnited Parcel Service, Inc. | 1,142.8 | $109,504 | 1.6% | $136,507 | -$27,003(-19.8%) | Oct 9, 2025 | Industrials | 14 / 0 | $95.82Sep 23, 2026 |
| BRK-BBerkshire Hathaway Inc. | 207.6 | $105,271 | 1.5% | $96,006 | $9,265(+9.7%) | Oct 24, 2025 | Financial Services | 12 / 0 | $507.17Sep 23, 2026 |
| AAPLApple Inc. | 304.4 | $102,587 | 1.5% | $64,004 | $38,583(+60.3%) | May 5, 2025 | Technology | 8 / 2 | $337.02Sep 23, 2026 |
| VVisa Inc. | 267.2 | $96,615 | 1.4% | $64,503 | $32,113(+49.8%) | May 5, 2025 | Financial Services | 5 / 0 | $361.52Sep 23, 2026 |
| COSTCostco Wholesale Corporation | 105.7 | $95,622 | 1.4% | $64,503 | $31,120(+48.2%) | Mar 17, 2025 | Consumer Defensive | 5 / 0 | $904.70Sep 23, 2026 |
| JNJJohnson & Johnson | 326.5 | $87,893 | 1.3% | $48,003 | $39,890(+83.1%) | May 5, 2025 | Healthcare | 6 / 0 | $269.17Sep 23, 2026 |
| QQQInvesco QQQ Trust | 112.5 | $83,402 | 1.2% | $32,501 | $50,901(+156.6%) | Jun 10, 2022 | ETF | 1 / 0 | $741.21Sep 23, 2026 |
| NSRGYNestlé S.A. | 887.7 | $82,708 | 1.2% | $96,505 | -$13,796(-14.3%) | Nov 25, 2024 | Consumer Defensive | 9 / 0 | $93.17Sep 23, 2026 |
| CAHCardinal Health, Inc. | 351.6 | $77,802 | 1.1% | $48,003 | $29,799(+62.1%) | Oct 24, 2025 | Healthcare | 6 / 0 | $221.27Sep 23, 2026 |
| AVGOBroadcom Inc. | 211.9 | $75,224 | 1.1% | $16,001 | $59,223(+370.1%) | May 5, 2025 | Technology | 2 / 0 | $354.99Sep 23, 2026 |
| STXSeagate Technology Holdings plc | 80.4 | $74,240 | 1.1% | $8,001 | $66,240(+827.9%) | May 19, 2021 | Technology | 1 / 0 | $923.86Sep 23, 2026 |
| KMIKinder Morgan, Inc. | 2,362.5 | $74,112 | 1.1% | $56,004 | $18,109(+32.3%) | Oct 24, 2025 | Energy | 7 / 0 | $31.37Sep 23, 2026 |
| MSFTMicrosoft Corporation | 147.5 | $73,857 | 1.1% | $64,004 | $9,853(+15.4%) | Oct 24, 2025 | Technology | 8 / 0 | $500.59Sep 23, 2026 |
| SCCOSouthern Copper Corporation | 365.0 | $73,700 | 1.1% | $32,002 | $41,698(+130.3%) | Apr 8, 2025 | Basic Materials | 4 / 0 | $201.94Sep 23, 2026 |
| UNHUnitedHealth Group Incorporated | 192.6 | $71,507 | 1.0% | $56,502 | $15,005(+26.6%) | Aug 28, 2025 | Healthcare | 4 / 0 | $371.29Sep 23, 2026 |
| HDThe Home Depot, Inc. | 238.2 | $70,682 | 1.0% | $80,504 | -$9,822(-12.2%) | Oct 24, 2025 | Consumer Cyclical | 7 / 0 | $296.72Sep 23, 2026 |
| IBITiShares Bitcoin Trust ETF | 1,474.8 | $70,614 | 1.0% | $80,504 | -$9,890(-12.3%) | Nov 21, 2025 | ETF | 7 / 0 | $47.88Sep 23, 2026 |
| NEENextEra Energy, Inc. | 883.9 | $68,077 | 1.0% | $64,004 | $4,073(+6.4%) | Jun 6, 2025 | Utilities | 8 / 0 | $77.02Sep 23, 2026 |
| METAMeta Platforms, Inc. | 90.2 | $67,108 | 1.0% | $56,004 | $11,105(+19.8%) | May 14, 2025 | Communication Services | 7 / 2 | $744.10Sep 23, 2026 |
| QCOMQUALCOMM Incorporated | 334.1 | $65,896 | 1.0% | $48,003 | $17,893(+37.3%) | May 5, 2025 | Technology | 6 / 0 | $197.24Sep 23, 2026 |
| GILDGilead Sciences, Inc. | 431.4 | $65,298 | 0.9% | $40,003 | $25,296(+63.2%) | Jun 6, 2025 | Healthcare | 5 / 0 | $151.37Sep 23, 2026 |
| NSCNorfolk Southern Corporation | 206.8 | $65,150 | 0.9% | $48,003 | $17,147(+35.7%) | May 5, 2025 | Industrials | 6 / 0 | $315.01Sep 23, 2026 |
| ABBVAbbVie Inc. | 235.6 | $62,458 | 0.9% | $40,003 | $22,456(+56.1%) | Aug 4, 2025 | Healthcare | 5 / 0 | $265.08Sep 23, 2026 |
| CVXChevron Corporation | 300.3 | $61,720 | 0.9% | $40,003 | $21,717(+54.3%) | Oct 24, 2025 | Energy | 5 / 0 | $205.51Sep 23, 2026 |
| PIImpinj, Inc. | 347.9 | $61,651 | 0.9% | $32,002 | $29,649(+92.6%) | May 14, 2025 | Technology | 4 / 0 | $177.20Sep 23, 2026 |
| AMGNAmgen Inc. | 150.9 | $61,289 | 0.9% | $40,003 | $21,286(+53.2%) | Oct 24, 2025 | Healthcare | 5 / 0 | $406.09Sep 23, 2026 |
| VOOVanguard S&P 500 ETF | 85.4 | $60,439 | 0.9% | $40,501 | $19,938(+49.2%) | May 5, 2025 | ETF | 2 / 0 | $707.60Sep 23, 2026 |
| PLTRPalantir Technologies Inc. | 312.4 | $59,920 | 0.9% | $32,002 | $27,918(+87.2%) | Jul 15, 2025 | Technology | 4 / 0 | $191.79Sep 23, 2026 |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 129.7 | $57,939 | 0.8% | $16,001 | $41,938(+262.1%) | Jun 16, 2021 | Technology | 2 / 0 | $446.57Sep 23, 2026 |
| HSYThe Hershey Company | 327.2 | $55,110 | 0.8% | $56,004 | -$893(-1.6%) | May 14, 2025 | Consumer Defensive | 7 / 0 | $168.45Sep 23, 2026 |
| OXYOccidental Petroleum Corporation | 915.6 | $52,522 | 0.8% | $40,003 | $12,519(+31.3%) | Oct 24, 2025 | Energy | 5 / 0 | $57.36Sep 23, 2026 |
| BXBlackstone Inc. | 428.0 | $51,051 | 0.7% | $64,004 | -$12,953(-20.2%) | Oct 24, 2025 | Financial Services | 8 / 0 | $119.27Sep 23, 2026 |
| SOThe Southern Company | 609.0 | $50,831 | 0.7% | $48,003 | $2,828(+5.9%) | Aug 28, 2025 | Utilities | 6 / 0 | $83.47Sep 23, 2026 |
| LLYEli Lilly and Company | 41.8 | $48,057 | 0.7% | $32,002 | $16,055(+50.2%) | May 14, 2025 | Healthcare | 4 / 0 | $1,150.99Sep 23, 2026 |
| DUKDuke Energy Corporation | 420.5 | $48,003 | 0.7% | $48,003 | $0(+0.0%) | Sep 11, 2025 | Utilities | 6 / 0 | $114.17Sep 23, 2026 |
| DVNDevon Energy Corporation | 972.1 | $46,701 | 0.7% | $32,002 | $14,699(+45.9%) | May 5, 2025 | Energy | 4 / 0 | $48.04Sep 23, 2026 |
| MSMorgan Stanley | 232.3 | $46,096 | 0.7% | $32,002 | $14,094(+44.0%) | Sep 11, 2025 | Financial Services | 4 / 0 | $198.39Sep 23, 2026 |
| WMTWalmart Inc. | 415.4 | $45,910 | 0.7% | $24,002 | $21,909(+91.3%) | May 5, 2025 | Consumer Defensive | 3 / 0 | $110.53Sep 23, 2026 |
| DLRDigital Realty Trust, Inc. | 245.4 | $44,522 | 0.6% | $40,003 | $4,520(+11.3%) | Sep 11, 2025 | Real Estate | 5 / 0 | $181.45Sep 23, 2026 |
| ADPAutomatic Data Processing, Inc. | 167.7 | $44,219 | 0.6% | $40,501 | $3,718(+9.2%) | Nov 12, 2025 | Technology | 2 / 0 | $263.68Sep 23, 2026 |
| MRKMerck & Co., Inc. | 290.4 | $43,002 | 0.6% | $24,002 | $19,001(+79.2%) | Aug 28, 2025 | Healthcare | 3 / 0 | $148.08Sep 23, 2026 |
| MELIMercadoLibre, Inc. | 23.2 | $41,697 | 0.6% | $56,502 | -$14,805(-26.2%) | Oct 24, 2025 | Consumer Cyclical | 4 / 0 | $1,799.24Sep 23, 2026 |
| SCHWThe Charles Schwab Corporation | 418.7 | $41,660 | 0.6% | $32,002 | $9,658(+30.2%) | May 5, 2025 | Financial Services | 4 / 0 | $99.50Sep 23, 2026 |
| PGThe Procter & Gamble Company | 278.8 | $41,088 | 0.6% | $40,501 | $587(+1.4%) | Nov 6, 2025 | Consumer Defensive | 2 / 0 | $147.39Sep 23, 2026 |
| RHPRyman Hospitality Properties, Inc. | 328.5 | $39,666 | 0.6% | $32,501 | $7,165(+22.0%) | Aug 28, 2025 | Real Estate | 1 / 0 | $120.74Sep 23, 2026 |
| ADBEAdobe Inc. | 160.3 | $38,586 | 0.6% | $64,004 | -$25,418(-39.7%) | Oct 15, 2025 | Technology | 8 / 0 | $240.69Sep 23, 2026 |
| NOWServiceNow, Inc. | 267.8 | $37,695 | 0.5% | $48,003 | -$10,308(-21.5%) | Jun 6, 2025 | Technology | 6 / 0 | $140.78Sep 23, 2026 |
| EXCExelon Corporation | 910.0 | $37,027 | 0.5% | $40,501 | -$3,474(-8.6%) | Oct 15, 2025 | Utilities | 2 / 0 | $40.69Sep 23, 2026 |
| DGDollar General Corporation | 300.3 | $36,213 | 0.5% | $24,002 | $12,211(+50.9%) | May 14, 2025 | Consumer Defensive | 3 / 0 | $120.60Sep 23, 2026 |
| PAYXPaychex, Inc. | 346.1 | $36,166 | 0.5% | $40,501 | -$4,335(-10.7%) | Nov 12, 2025 | Technology | 2 / 0 | $104.49Sep 23, 2026 |
| LMTLockheed Martin Corporation | 67.5 | $35,400 | 0.5% | $24,002 | $11,399(+47.5%) | Feb 22, 2022 | Industrials | 3 / 0 | $524.68Sep 23, 2026 |
| ODFLOld Dominion Freight Line, Inc. | 197.2 | $35,047 | 0.5% | $32,002 | $3,045(+9.5%) | May 5, 2025 | Industrials | 4 / 0 | $177.72Sep 23, 2026 |
| NVONovo Nordisk A/S | 876.9 | $33,472 | 0.5% | $48,502 | -$15,029(-31.0%) | Oct 15, 2025 | Healthcare | 3 / 0 | $38.17Sep 23, 2026 |
| CMICummins Inc. | 53.4 | $28,039 | 0.4% | $16,001 | $12,038(+75.2%) | May 5, 2025 | Industrials | 2 / 0 | $524.65Sep 23, 2026 |
| SNOWSnowflake Inc. | 76.1 | $25,494 | 0.4% | $16,001 | $9,493(+59.3%) | Jun 17, 2025 | Technology | 2 / 0 | $334.81Sep 23, 2026 |
| BACBank of America Corporation | 446.4 | $24,998 | 0.4% | $16,001 | $8,997(+56.2%) | May 5, 2025 | Financial Services | 2 / 0 | $56.00Sep 23, 2026 |
| BHPBHP Group Limited | 285.6 | $24,260 | 0.4% | $16,001 | $8,259(+51.6%) | May 5, 2025 | Basic Materials | 2 / 0 | $84.95Sep 23, 2026 |
| FROFrontline plc | 449.7 | $21,389 | 0.3% | $8,001 | $13,388(+167.3%) | May 5, 2025 | Energy | 1 / 0 | $47.56Sep 23, 2026 |
| GSKGSK plc | 418.4 | $20,801 | 0.3% | $16,001 | $4,800(+30.0%) | Nov 25, 2024 | Healthcare | 2 / 0 | $49.71Sep 23, 2026 |
| PEPPepsiCo, Inc. | 114.2 | $14,869 | 0.2% | $16,001 | -$1,132(-7.1%) | Aug 28, 2025 | Consumer Defensive | 2 / 0 | $130.18Sep 23, 2026 |
| NFLXNetflix, Inc. | 207.0 | $14,774 | 0.2% | $24,002 | -$9,227(-38.4%) | Oct 24, 2025 | Communication Services | 3 / 0 | $71.36Sep 23, 2026 |
| AFLAflac Incorporated | 127.5 | $14,687 | 0.2% | $8,001 | $6,686(+83.6%) | Feb 22, 2022 | Financial Services | 1 / 0 | $115.23Sep 23, 2026 |
| TSCOTractor Supply Company | 450.2 | $14,536 | 0.2% | $24,002 | -$9,465(-39.4%) | Jun 17, 2025 | Consumer Cyclical | 3 / 0 | $32.29Sep 23, 2026 |
| KOThe Coca-Cola Company | 165.0 | $14,534 | 0.2% | $8,001 | $6,534(+81.7%) | Jan 22, 2021 | Consumer Defensive | 1 / 0 | $88.09Sep 23, 2026 |
| LULUlululemon athletica inc. | 131.3 | $13,425 | 0.2% | $38,124 | -$24,698(-64.8%) | Jun 17, 2025 | Consumer Cyclical | 6 / 1 | $102.28Sep 23, 2026 |
| BPBP p.l.c. | 274.2 | $12,198 | 0.2% | $8,001 | $4,198(+52.5%) | May 5, 2025 | Energy | 1 / 0 | $44.49Sep 23, 2026 |
| NKENIKE, Inc. | 289.9 | $10,452 | 0.2% | $16,001 | -$5,549(-34.7%) | Apr 8, 2025 | Consumer Cyclical | 2 / 0 | $36.05Sep 23, 2026 |
| VMCVulcan Materials Company | 42.1 | $10,288 | 0.1% | $8,001 | $2,287(+28.6%) | May 18, 2021 | Basic Materials | 1 / 0 | $244.40Sep 23, 2026 |
| SBUXStarbucks Corporation | 98.0 | $9,223 | 0.1% | $8,001 | $1,223(+15.3%) | May 5, 2025 | Consumer Cyclical | 1 / 0 | $94.14Sep 23, 2026 |
| TAT&T Inc. | 364.5 | $9,222 | 0.1% | $8,001 | $1,222(+15.3%) | Jun 16, 2021 | Communication Services | 1 / 0 | $25.30Sep 23, 2026 |
| AXPAmerican Express Company | 28.8 | $8,689 | 0.1% | $8,001 | $689(+8.6%) | May 5, 2025 | Financial Services | 1 / 0 | $301.96Sep 23, 2026 |
| SJMThe J. M. Smucker Company | 70.5 | $8,635 | 0.1% | $8,001 | $634(+7.9%) | Jan 21, 2021 | Consumer Defensive | 1 / 0 | $122.41Sep 23, 2026 |
| BAThe Boeing Company | 42.9 | $8,578 | 0.1% | $8,001 | $578(+7.2%) | May 5, 2025 | Industrials | 1 / 0 | $199.93Sep 23, 2026 |
| RHRH | 54.9 | $6,843 | 0.1% | $8,001 | -$1,157(-14.5%) | Apr 4, 2025 | Consumer Cyclical | 1 / 0 | $124.59Sep 23, 2026 |
| DISThe Walt Disney Company | 53.8 | $5,565 | 0.1% | $8,001 | -$2,436(-30.4%) | Dec 16, 2021 | Communication Services | 1 / 0 | $103.46Sep 23, 2026 |
| PENNPENN Entertainment, Inc. | 326.9 | $5,087 | 0.1% | $24,002 | -$18,914(-78.8%) | Dec 16, 2021 | Consumer Cyclical | 3 / 0 | $15.56Sep 23, 2026 |
| IPInternational Paper Company | 135.8 | $4,847 | 0.1% | $8,001 | -$3,154(-39.4%) | Jun 16, 2021 | Consumer Cyclical | 1 / 0 | $35.70Sep 23, 2026 |
| CLXThe Clorox Company | 53.9 | $4,522 | 0.1% | $8,001 | -$3,478(-43.5%) | Feb 22, 2022 | Consumer Defensive | 1 / 0 | $83.94Sep 23, 2026 |
| XYZBlock, Inc. | 48.2 | $3,602 | 0.1% | $8,001 | -$4,399(-55.0%) | Dec 16, 2021 | Technology | 1 / 0 | $74.68Sep 23, 2026 |
| DKNGDraftKings Inc. | 149.4 | $3,174 | 0.0% | $8,001 | -$4,826(-60.3%) | Jan 21, 2021 | Consumer Cyclical | 1 / 0 | $21.25Sep 23, 2026 |
| CRSPCRISPR Therapeutics AG | 43.2 | $2,410 | 0.0% | $8,001 | -$5,590(-69.9%) | Jan 21, 2021 | Healthcare | 1 / 0 | $55.76Sep 23, 2026 |
| PYPLPayPal Holdings, Inc. | 42.4 | $2,226 | 0.0% | $8,001 | -$5,775(-72.2%) | Dec 16, 2021 | Financial Services | 1 / 0 | $52.51Sep 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
- Technology43.6%$3M
- Financial Services9.5%$655.4K
- Industrials9.4%$654.7K
- Healthcare8.3%$574K
- Consumer Cyclical6.8%$470.6K
- Consumer Defensive5.8%$399.2K
- Communication Services4.0%$274.8K
- Energy3.9%$268.6K
- ETF3.1%$214.5K
- Utilities2.9%$203.9K
- Basic Materials1.6%$108.2K
- Real Estate1.2%$84.2K
Excluded from the model
- 530 disclosed rows in total; 485 rows modelled.
- 45 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.
- 12 sells had no modelled shares to sell ($267.9K 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.