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$487,057
31 positions
Invested (cum.)
Estimated$344,520
Sum of buy midpoints
Realized (cum.)
Estimated$39,778
Modelled sell proceeds
Return vs SPY
Estimated+52.9%
SPY with identical cash flows: +66.0%
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
31 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | 291.4 | $65,703 | 13.5% | $16,001 | $49,702(+310.6%) | Feb 20, 2024 | Technology | 2 / 0 | $225.51Sep 23, 2026 |
| ANETArista Networks, Inc. | 151.8 | $30,883 | 6.3% | $8,001 | $22,883(+286.0%) | Nov 1, 2023 | Technology | 1 / 0 | $203.47Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 94.7 | $23,602 | 4.8% | $16,001 | $7,601(+47.5%) | Nov 8, 2024 | Consumer Cyclical | 2 / 0 | $249.27Sep 23, 2026 |
| VLOValero Energy Corporation | 61.9 | $23,257 | 4.8% | $8,001 | $15,257(+190.7%) | Aug 7, 2023 | Energy | 1 / 0 | $375.84Sep 23, 2026 |
| UBERUber Technologies, Inc. | 331.1 | $22,987 | 4.7% | $16,001 | $6,986(+43.7%) | Nov 13, 2023 | Technology | 2 / 0 | $69.42Sep 23, 2026 |
| TSLATesla, Inc. | 56.7 | $21,562 | 4.4% | $16,001 | $5,561(+34.8%) | Nov 8, 2024 | Consumer Cyclical | 2 / 0 | $380.12Sep 23, 2026 |
| MEDPMedpace Holdings, Inc. | 29.0 | $17,898 | 3.7% | $8,001 | $9,897(+123.7%) | Nov 13, 2023 | Healthcare | 1 / 0 | $617.15Sep 23, 2026 |
| JPMJPMorgan Chase & Co. | 51.0 | $17,226 | 3.5% | $8,001 | $9,226(+115.3%) | Aug 7, 2023 | Financial Services | 1 / 0 | $337.53Sep 23, 2026 |
| INSWInternational Seaways, Inc. | 162.5 | $16,573 | 3.4% | $8,001 | $8,573(+107.2%) | Oct 27, 2023 | Energy | 1 / 0 | $101.96Sep 23, 2026 |
| WMTWalmart Inc. | 149.6 | $16,530 | 3.4% | $8,001 | $8,529(+106.6%) | Aug 7, 2023 | Consumer Defensive | 1 / 0 | $110.53Sep 23, 2026 |
| ALLThe Allstate Corporation | 72.2 | $16,303 | 3.3% | $8,001 | $8,302(+103.8%) | Aug 7, 2023 | Financial Services | 1 / 0 | $225.66Sep 23, 2026 |
| CHRDChord Energy Corporation | 117.8 | $16,218 | 3.3% | $18,706 | -$2,488(-13.3%) | Jan 9, 2026 | Energy | 1 / 1 | $137.72Sep 23, 2026 |
| AAPLApple Inc. | 44.7 | $15,076 | 3.1% | $8,001 | $7,075(+88.4%) | Aug 7, 2023 | Technology | 1 / 0 | $337.02Sep 23, 2026 |
| PRPermian Resources Corporation | 651.0 | $14,113 | 2.9% | $8,001 | $6,113(+76.4%) | Aug 9, 2023 | Energy | 1 / 0 | $21.68Sep 23, 2026 |
| ABBVAbbVie Inc. | 53.2 | $14,107 | 2.9% | $8,001 | $6,107(+76.3%) | Aug 7, 2023 | Healthcare | 1 / 0 | $265.08Sep 23, 2026 |
| UECUranium Energy Corp. | 1,391.4 | $13,844 | 2.8% | $8,001 | $5,844(+73.0%) | Oct 25, 2023 | Energy | 1 / 0 | $9.95Sep 23, 2026 |
| JNJJohnson & Johnson | 46.2 | $12,441 | 2.6% | $8,001 | $4,440(+55.5%) | Aug 7, 2023 | Healthcare | 1 / 0 | $269.17Sep 23, 2026 |
| MSFTMicrosoft Corporation | 24.2 | $12,132 | 2.5% | $8,001 | $4,132(+51.6%) | Aug 7, 2023 | Technology | 1 / 0 | $500.59Sep 23, 2026 |
| GDGeneral Dynamics Corporation | 35.2 | $12,090 | 2.5% | $8,001 | $4,090(+51.1%) | Aug 7, 2023 | Industrials | 1 / 0 | $343.33Sep 23, 2026 |
| XOMExxonMobil Holdings Corporation | 74.6 | $12,033 | 2.5% | $8,001 | $4,032(+50.4%) | Aug 7, 2023 | Energy | 1 / 0 | $161.23Sep 23, 2026 |
| LNCLincoln National Corporation | 289.3 | $11,886 | 2.4% | $8,001 | $3,886(+48.6%) | Aug 7, 2023 | Financial Services | 1 / 0 | $41.08Sep 23, 2026 |
| ULTAUlta Beauty, Inc. | 20.5 | $11,141 | 2.3% | $8,001 | $3,141(+39.3%) | Nov 13, 2023 | Consumer Cyclical | 1 / 0 | $543.81Sep 23, 2026 |
| MPWRMonolithic Power Systems, Inc. | 7.8 | $10,512 | 2.2% | $8,001 | $2,512(+31.4%) | Oct 20, 2025 | Technology | 1 / 0 | $1,355.47Sep 23, 2026 |
| SWXSouthwest Gas Holdings, Inc. | 124.3 | $10,236 | 2.1% | $8,001 | $2,235(+27.9%) | Aug 7, 2023 | Utilities | 1 / 0 | $82.34Sep 23, 2026 |
| ORCLOracle Corporation | 68.9 | $9,962 | 2.0% | $8,001 | $1,961(+24.5%) | Aug 7, 2023 | Technology | 1 / 0 | $144.56Sep 23, 2026 |
| NEENextEra Energy, Inc. | 116.6 | $8,977 | 1.8% | $8,001 | $977(+12.2%) | Aug 7, 2023 | Utilities | 1 / 0 | $77.02Sep 23, 2026 |
| MDTMedtronic plc | 94.4 | $8,433 | 1.7% | $8,001 | $433(+5.4%) | Aug 7, 2023 | Healthcare | 1 / 0 | $89.30Sep 23, 2026 |
| LOWLowe's Companies, Inc. | 35.8 | $6,856 | 1.4% | $8,001 | -$1,144(-14.3%) | Aug 7, 2023 | Consumer Cyclical | 1 / 0 | $191.36Sep 23, 2026 |
| MCDMcDonald's Corporation | 27.5 | $6,543 | 1.3% | $8,001 | -$1,457(-18.2%) | Aug 7, 2023 | Consumer Cyclical | 1 / 0 | $238.32Sep 23, 2026 |
| TSCOTractor Supply Company | 179.5 | $5,797 | 1.2% | $8,001 | -$2,203(-27.5%) | Aug 7, 2023 | Consumer Cyclical | 1 / 0 | $32.29Sep 23, 2026 |
| MNDYmonday.com Ltd. | 24.7 | $2,133 | 0.4% | $8,001 | -$5,868(-73.3%) | Nov 8, 2024 | Technology | 1 / 0 | $86.46Sep 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
- Technology34.8%$169.4K
- Energy19.7%$96K
- Consumer Cyclical15.5%$75.5K
- Healthcare10.9%$52.9K
- Financial Services9.3%$45.4K
- Utilities3.9%$19.2K
- Consumer Defensive3.4%$16.5K
- Industrials2.5%$12.1K
Excluded from the model
- 93 disclosed rows in total; 56 rows modelled.
- 30 rows had no published ticker (match confidence below the publish threshold).
- 3 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.
- 4 rows were an exchange or an unknown transaction type.
- 12 sells had no modelled shares to sell ($112.7K 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.