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$1,617,615
23 positions
Invested (cum.)
Estimated$2,642,557
Sum of buy midpoints
Realized (cum.)
Estimated$1,347,060
Modelled sell proceeds
Return vs SPY
Estimated+12.2%
SPY with identical cash flows: +27.4%
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
23 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| LMTLockheed Martin Corporation | 311.5 | $163,412 | 10.1% | $133,401 | $30,012(+22.5%) | Feb 18, 2025 | Industrials | 6 / 1 | $524.68Sep 23, 2026 |
| QQQMInvesco NASDAQ 100 ETF | 462.5 | $141,115 | 8.7% | $83,001 | $58,114(+70.0%) | Aug 7, 2024 | ETF | 2 / 0 | $305.14Sep 23, 2026 |
| UNPUnion Pacific Corporation | 437.8 | $120,621 | 7.5% | $99,002 | $21,619(+21.8%) | Oct 14, 2025 | Industrials | 4 / 0 | $275.53Sep 23, 2026 |
| AMGNAmgen Inc. | 289.6 | $117,586 | 7.3% | $91,002 | $26,585(+29.2%) | Aug 7, 2024 | Healthcare | 3 / 0 | $406.09Sep 23, 2026 |
| CBChubb Limited | 341.9 | $114,595 | 7.1% | $91,002 | $23,594(+25.9%) | Aug 7, 2024 | Financial Services | 3 / 0 | $335.21Sep 23, 2026 |
| GDGeneral Dynamics Corporation | 316.4 | $108,627 | 6.7% | $91,002 | $17,626(+19.4%) | Aug 7, 2024 | Industrials | 3 / 0 | $343.33Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 424.5 | $105,827 | 6.5% | $91,002 | $14,825(+16.3%) | Feb 26, 2025 | Consumer Cyclical | 3 / 0 | $249.27Sep 23, 2026 |
| IVViShares Core S&P 500 ETF | 136.7 | $105,460 | 6.5% | $91,002 | $14,458(+15.9%) | Oct 14, 2025 | ETF | 4 / 1 | $771.21Sep 23, 2026 |
| ITWIllinois Tool Works Inc. | 352.6 | $96,418 | 6.0% | $91,002 | $5,417(+6.0%) | Sep 25, 2024 | Industrials | 3 / 0 | $273.42Sep 23, 2026 |
| APDAir Products and Chemicals, Inc. | 327.6 | $94,001 | 5.8% | $91,002 | $3,000(+3.3%) | Aug 7, 2024 | Basic Materials | 3 / 0 | $286.97Sep 23, 2026 |
| ADPAutomatic Data Processing, Inc. | 329.1 | $86,777 | 5.4% | $91,002 | -$4,225(-4.6%) | Sep 25, 2024 | Technology | 3 / 0 | $263.68Sep 23, 2026 |
| GOOGLAlphabet Inc. | 238.8 | $80,672 | 5.0% | $32,501 | $48,172(+148.2%) | Mar 21, 2022 | Communication Services | 1 / 0 | $337.83Sep 23, 2026 |
| NVONovo Nordisk A/S | 1,904.4 | $72,691 | 4.5% | $105,004 | -$32,313(-30.8%) | Aug 26, 2026 | Healthcare | 7 / 0 | $38.17Sep 23, 2026 |
| ACNAccenture plc | 374.0 | $68,631 | 4.2% | $107,003 | -$38,372(-35.9%) | Aug 26, 2026 | Technology | 5 / 0 | $183.52Sep 23, 2026 |
| COSTCostco Wholesale Corporation | 32.7 | $29,583 | 1.8% | $17,015 | $12,568(+73.9%) | Jan 28, 2025 | Consumer Defensive | 3 / 5 | $904.70Sep 23, 2026 |
| JNJJohnson & Johnson | 94.2 | $25,367 | 1.6% | $15,054 | $10,313(+68.5%) | Jun 16, 2025 | Healthcare | 3 / 2 | $269.17Sep 23, 2026 |
| CMCSAComcast Corporation | 947.6 | $21,369 | 1.3% | $33,990 | -$12,622(-37.1%) | Aug 4, 2025 | Communication Services | 4 / 4 | $22.55Sep 23, 2026 |
| PEPPepsiCo, Inc. | 143.2 | $18,636 | 1.2% | $21,356 | -$2,720(-12.7%) | Aug 26, 2026 | Consumer Defensive | 4 / 2 | $130.18Sep 23, 2026 |
| IVWiShares S&P 500 Growth ETF | 125.5 | $17,853 | 1.1% | $8,001 | $9,852(+123.1%) | Sep 13, 2022 | ETF | 1 / 0 | $142.21Sep 23, 2026 |
| HSYThe Hershey Company | 58.2 | $9,800 | 0.6% | $11,622 | -$1,821(-15.7%) | Feb 10, 2026 | Consumer Defensive | 3 / 3 | $168.45Sep 23, 2026 |
| MCDMcDonald's Corporation | 30.0 | $7,143 | 0.4% | $8,001 | -$858(-10.7%) | Aug 26, 2026 | Consumer Cyclical | 4 / 2 | $238.32Sep 23, 2026 |
| MRKMerck & Co., Inc. | 41.8 | $6,182 | 0.4% | $4,752 | $1,430(+30.1%) | Jun 16, 2025 | Healthcare | 2 / 2 | $148.08Sep 23, 2026 |
| UNHUnitedHealth Group Incorporated | 14.1 | $5,248 | 0.3% | $8,001 | -$2,753(-34.4%) | Aug 7, 2024 | Healthcare | 2 / 2 | $371.29Sep 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
- Industrials30.2%$489.1K
- ETF16.3%$264.4K
- Healthcare14.0%$227.1K
- Technology9.6%$155.4K
- Financial Services7.1%$114.6K
- Consumer Cyclical7.0%$113K
- Communication Services6.3%$102K
- Basic Materials5.8%$94K
- Consumer Defensive3.6%$58K
Excluded from the model
- 310 disclosed rows in total; 240 rows modelled.
- 37 rows had no published ticker (match confidence below the publish threshold).
- 27 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.
- 2 rows were an exchange or an unknown transaction type.
- 37 sells had no modelled shares to sell ($28M 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.