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$30,963,640
34 positions
Invested (cum.)
Estimated$7,463,594
Sum of buy midpoints
Realized (cum.)
Estimated$2,706,710
Modelled sell proceeds
Return vs SPY
Estimated+351.1%
SPY with identical cash flows: +111.8%
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
34 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | 90,561.4 | $20,422,497 | 66.0% | $836,507 | $19,585,990(+2341.4%) | Oct 16, 2020 | Technology | 14 / 0 | $225.51Sep 23, 2026 |
| AAPLApple Inc. | 5,549.5 | $1,870,297 | 6.0% | $609,862 | $1,260,435(+206.7%) | Feb 24, 2022 | Technology | 17 / 1 | $337.02Sep 23, 2026 |
| STXSeagate Technology Holdings plc | 1,440.7 | $1,331,001 | 4.3% | $73,487 | $1,257,514(+1711.2%) | Nov 11, 2022 | Technology | 5 / 2 | $923.86Sep 23, 2026 |
| GOOGAlphabet Inc. | 3,693.3 | $1,237,176 | 4.0% | $253,504 | $983,672(+388.0%) | Jul 27, 2020 | Communication Services | 8 / 0 | $334.98Sep 23, 2026 |
| MSFTMicrosoft Corporation | 2,042.2 | $1,022,316 | 3.3% | $412,504 | $609,812(+147.8%) | Jul 31, 2020 | Technology | 7 / 0 | $500.59Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 3,860.5 | $962,301 | 3.1% | $475,006 | $487,295(+102.6%) | Sep 1, 2020 | Consumer Cyclical | 12 / 0 | $249.27Sep 23, 2026 |
| KLACKLA Corporation | 3,915.1 | $735,485 | 2.4% | $74,628 | $660,857(+885.5%) | Apr 16, 2021 | Technology | 10 / 5 | $187.86Sep 23, 2026 |
| AMATApplied Materials, Inc. | 1,183.7 | $561,531 | 1.8% | $67,305 | $494,226(+734.3%) | Apr 16, 2021 | Technology | 6 / 2 | $474.38Sep 23, 2026 |
| VMCVulcan Materials Company | 1,553.0 | $379,549 | 1.2% | $182,502 | $197,047(+108.0%) | Jun 5, 2020 | Basic Materials | 3 / 0 | $244.40Sep 23, 2026 |
| DHID.R. Horton, Inc. | 2,149.0 | $301,230 | 1.0% | $148,002 | $153,228(+103.5%) | Aug 18, 2020 | Consumer Cyclical | 4 / 0 | $140.17Sep 23, 2026 |
| OSKOshkosh Corporation | 1,858.6 | $251,815 | 0.8% | $140,002 | $111,813(+79.9%) | Jul 30, 2020 | Industrials | 3 / 0 | $135.49Sep 23, 2026 |
| PSAPublic Storage | 699.7 | $200,637 | 0.6% | $140,002 | $60,636(+43.3%) | Aug 14, 2020 | Real Estate | 3 / 0 | $286.73Sep 23, 2026 |
| COSTCostco Wholesale Corporation | 209.7 | $189,716 | 0.6% | $65,001 | $124,715(+191.9%) | Jul 13, 2020 | Consumer Defensive | 2 / 0 | $904.70Sep 23, 2026 |
| DISThe Walt Disney Company | 1,828.5 | $189,180 | 0.6% | $204,197 | -$15,018(-7.4%) | Nov 11, 2022 | Communication Services | 11 / 2 | $103.46Sep 23, 2026 |
| FFord Motor Company | 12,163.2 | $157,392 | 0.5% | $73,002 | $84,390(+115.6%) | Aug 11, 2020 | Consumer Cyclical | 3 / 0 | $12.94Sep 23, 2026 |
| MARMarriott International, Inc. | 440.7 | $154,977 | 0.5% | $44,748 | $110,229(+246.3%) | Aug 3, 2020 | Consumer Cyclical | 4 / 1 | $351.66Sep 23, 2026 |
| DPZDomino's Pizza, Inc. | 403.8 | $119,703 | 0.4% | $150,001 | -$30,298(-20.2%) | May 5, 2020 | Consumer Cyclical | 2 / 0 | $296.43Sep 23, 2026 |
| UPSUnited Parcel Service, Inc. | 1,222.2 | $117,111 | 0.4% | $185,105 | -$67,994(-36.7%) | Mar 27, 2024 | Industrials | 6 / 1 | $95.82Sep 23, 2026 |
| QSRRestaurant Brands International Inc. | 1,538.8 | $110,271 | 0.4% | $73,002 | $37,269(+51.1%) | May 5, 2020 | Consumer Cyclical | 3 / 0 | $71.66Sep 23, 2026 |
| VACMarriott Vacations Worldwide Corporation | 969.9 | $97,813 | 0.3% | $92,544 | $5,269(+5.7%) | Aug 3, 2020 | Consumer Cyclical | 4 / 1 | $100.85Sep 23, 2026 |
| MCDMcDonald's Corporation | 362.6 | $86,426 | 0.3% | $65,001 | $21,425(+33.0%) | May 5, 2020 | Consumer Cyclical | 2 / 0 | $238.32Sep 23, 2026 |
| CSCOCisco Systems, Inc. | 784.5 | $83,491 | 0.3% | $32,501 | $50,990(+156.9%) | Apr 6, 2020 | Technology | 1 / 0 | $106.43Sep 23, 2026 |
| MMM3M Company | 424.4 | $72,274 | 0.2% | $56,008 | $16,266(+29.0%) | Nov 11, 2022 | Industrials | 1 / 2 | $170.30Sep 23, 2026 |
| VVisa Inc. | 191.8 | $69,344 | 0.2% | $32,501 | $36,843(+113.4%) | Apr 6, 2020 | Financial Services | 1 / 0 | $361.52Sep 23, 2026 |
| BALLBall Corporation | 1,132.4 | $66,605 | 0.2% | $74,611 | -$8,006(-10.7%) | Nov 11, 2022 | Consumer Cyclical | 2 / 2 | $58.82Sep 23, 2026 |
| SBUXStarbucks Corporation | 539.6 | $50,794 | 0.2% | $40,501 | $10,293(+25.4%) | Apr 17, 2020 | Consumer Cyclical | 2 / 0 | $94.14Sep 23, 2026 |
| LOWLowe's Companies, Inc. | 205.8 | $39,385 | 0.1% | $32,501 | $6,885(+21.2%) | Aug 18, 2020 | Consumer Cyclical | 1 / 0 | $191.36Sep 23, 2026 |
| MTCHMatch Group, Inc. | 853.9 | $34,566 | 0.1% | $76,820 | -$42,255(-55.0%) | Nov 11, 2022 | Communication Services | 4 / 2 | $40.48Sep 23, 2026 |
| LLYEli Lilly and Company | 13.2 | $15,140 | 0.0% | $9,918 | $5,222(+52.7%) | Feb 10, 2025 | Healthcare | 1 / 1 | $1,150.99Sep 23, 2026 |
| TRIPTripadvisor, Inc. | 1,672.0 | $13,443 | 0.0% | $40,881 | -$27,438(-67.1%) | Jul 7, 2020 | Consumer Cyclical | 3 / 1 | $8.04Sep 23, 2026 |
| STZConstellation Brands, Inc. | 80.7 | $9,408 | 0.0% | $13,757 | -$4,350(-31.6%) | Apr 6, 2021 | Consumer Defensive | 3 / 1 | $116.57Sep 23, 2026 |
| WDAYWorkday, Inc. | 46.1 | $8,876 | 0.0% | $9,971 | -$1,094(-11.0%) | Nov 11, 2022 | Technology | 4 / 2 | $192.38Sep 23, 2026 |
| XOMExxonMobil Holdings Corporation | 10.6 | $1,705 | 0.0% | $428 | $1,277(+298.4%) | Aug 21, 2020 | Energy | 1 / 1 | $161.23Sep 23, 2026 |
| BYNDBeyond Meat, Inc. | 18.6 | $186 | 0.0% | $62,617 | -$62,430(-99.7%) | Nov 10, 2020 | Consumer Defensive | 4 / 1 | $10.03Sep 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
- Technology84.1%$26M
- Consumer Cyclical7.0%$2.2M
- Communication Services4.7%$1.5M
- Industrials1.4%$441.2K
- Basic Materials1.2%$379.5K
- Real Estate0.6%$200.6K
- Consumer Defensive0.6%$199.3K
- Financial Services0.2%$69.3K
- Healthcare0.0%$15.1K
- Energy0.0%$1.7K
Excluded from the model
- 304 disclosed rows in total; 250 rows modelled.
- 47 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 6 rows had no closing price within the lookup window of the trade date.
- 1 row was an exchange or an unknown transaction type.
- 21 sells had no modelled shares to sell ($741.3K 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.