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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| FDXFedEx Corporation | 2,010.0 | $585,901 | 35.3% | $492,055 | $93,846(+19.1%) | Jun 29, 2021 | Industrials | 5 / 12 | $291.50Sep 23, 2026 |
| VZVerizon Communications Inc. | 6,837.0 | $318,057 | 19.2% | $399,212 | -$81,155(-20.3%) | May 26, 2021 | Communication Services | 3 / 7 | $46.52Sep 23, 2026 |
| LUVSouthwest Airlines Co. | 5,834.1 | $239,432 | 14.4% | $332,465 | -$93,034(-28.0%) | Aug 10, 2021 | Industrials | 2 / 3 | $41.04Sep 23, 2026 |
| DISThe Walt Disney Company | 1,311.5 | $135,688 | 8.2% | $241,858 | -$106,171(-43.9%) | Apr 20, 2021 | Communication Services | 3 / 3 | $103.46Sep 23, 2026 |
| KKRKKR & Co. Inc. | 1,366.4 | $132,831 | 8.0% | $65,001 | $67,830(+104.4%) | May 3, 2021 | Financial Services | 2 / 0 | $97.21Sep 23, 2026 |
| BAThe Boeing Company | 608.6 | $121,683 | 7.3% | $157,854 | -$36,171(-22.9%) | Jun 24, 2021 | Industrials | 3 / 11 | $199.93Sep 23, 2026 |
| MSFTMicrosoft Corporation | 126.6 | $63,387 | 3.8% | $31,845 | $31,542(+99.0%) | Jun 21, 2021 | Technology | 3 / 11 | $500.59Sep 23, 2026 |
| AAPLApple Inc. | 124.7 | $42,042 | 2.5% | $16,605 | $25,437(+153.2%) | Jul 19, 2021 | Technology | 4 / 10 | $337.02Sep 23, 2026 |
| AALAmerican Airlines Group Inc. | 1,428.2 | $19,066 | 1.1% | $34,011 | -$14,945(-43.9%) | Aug 10, 2021 | Industrials | 4 / 14 | $13.35Sep 23, 2026 |
Sector allocation Estimated
- Industrials58.3%$966.1K
- Communication Services27.4%$453.7K
- Financial Services8.0%$132.8K
- Technology6.4%$105.4K
Excluded from the model
- 268 disclosed rows in total; 166 rows modelled.
- 7 rows had no published ticker (match confidence below the publish threshold).
- 86 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 9 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 18 sells had no modelled shares to sell ($4.5M 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.