Estimated portfolio Estimated
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.
Return index Estimated
- 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
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| PRUPrudential Financial, Inc. | 360.2 | $42,360 | 25.8% | $32,501 | $9,860(+30.3%) | Aug 22, 2023 | Financial Services | 1 / 0 | $117.59Sep 23, 2026 |
| UPSUnited Parcel Service, Inc. | 307.3 | $29,443 | 18.0% | $53,818 | -$24,375(-45.3%) | Jul 22, 2024 | Industrials | 4 / 3 | $95.82Sep 23, 2026 |
| CCThe Chemours Company | 1,594.1 | $23,496 | 14.3% | $57,001 | -$33,504(-58.8%) | Aug 9, 2023 | Basic Materials | 2 / 1 | $14.74Sep 23, 2026 |
| AAPAdvance Auto Parts, Inc. | 352.9 | $14,504 | 8.8% | $49,000 | -$34,496(-70.4%) | Feb 24, 2023 | Consumer Cyclical | 2 / 2 | $41.10Sep 23, 2026 |
| RYRoyal Bank of Canada | 45.6 | $9,099 | 5.5% | $4,521 | $4,577(+101.2%) | Jul 25, 2024 | Financial Services | 3 / 3 | $199.45Sep 23, 2026 |
| AMDAdvanced Micro Devices, Inc. | 14.7 | $9,029 | 5.5% | $1,623 | $7,406(+456.4%) | Jan 2, 2024 | Technology | 1 / 1 | $614.61Sep 23, 2026 |
| STLAStellantis N.V. | 1,796.6 | $8,300 | 5.1% | $32,501 | -$24,200(-74.5%) | Aug 22, 2023 | Consumer Cyclical | 1 / 0 | $4.62Sep 23, 2026 |
| GOOGLAlphabet Inc. | 23.1 | $7,810 | 4.8% | $2,777 | $5,033(+181.3%) | Aug 14, 2023 | Communication Services | 1 / 1 | $337.83Sep 23, 2026 |
| AMGNAmgen Inc. | 19.0 | $7,710 | 4.7% | $4,811 | $2,900(+60.3%) | Jan 2, 2024 | Healthcare | 1 / 1 | $406.09Sep 23, 2026 |
| ABTAbbott Laboratories | 62.3 | $6,449 | 3.9% | $8,001 | -$1,551(-19.4%) | Dec 2, 2021 | Healthcare | 1 / 0 | $103.49Sep 23, 2026 |
| XOMExxonMobil Holdings Corporation | 19.4 | $3,127 | 1.9% | $1,985 | $1,142(+57.5%) | Mar 11, 2024 | Energy | 1 / 1 | $161.23Sep 23, 2026 |
| CMECME Group Inc. | 5.7 | $1,538 | 0.9% | $1,173 | $365(+31.1%) | Dec 6, 2023 | Financial Services | 1 / 1 | $270.80Sep 23, 2026 |
| PSXPhillips 66 | 3.8 | $981 | 0.6% | $400 | $582(+145.6%) | Jul 21, 2023 | Energy | 1 / 1 | $256.48Sep 23, 2026 |
| DISThe Walt Disney Company | 1.1 | $109 | 0.1% | $107 | $2(+2.3%) | Jan 20, 2023 | Communication Services | 2 / 2 | $103.46Sep 23, 2026 |
| CIThe Cigna Group | 0.0 | $4 | 0.0% | $4 | -$0(-8.7%) | Jul 21, 2023 | Healthcare | 1 / 2 | $268.27Sep 23, 2026 |
Sector allocation Estimated
- Financial Services32.3%$53K
- Industrials18.0%$29.4K
- Basic Materials14.3%$23.5K
- Consumer Cyclical13.9%$22.8K
- Healthcare8.6%$14.2K
- Technology5.5%$9K
- Communication Services4.8%$7.9K
- Energy2.5%$4.1K
Excluded from the model
- 121 disclosed rows in total; 119 rows modelled.
- 1 row had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 1 row had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 15 sells had no modelled shares to sell ($854.4K 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.