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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| LLYEli Lilly and Company | 109.4 | $125,895 | 41.2% | $73,002 | $52,893(+72.5%) | Oct 30, 2024 | Healthcare | 3 / 0 | $1,150.99Sep 23, 2026 |
| DLRDigital Realty Trust, Inc. | 256.9 | $46,607 | 15.2% | $32,501 | $14,107(+43.4%) | Feb 13, 2020 | Real Estate | 1 / 0 | $181.45Sep 23, 2026 |
| NVSNovartis AG | 230.3 | $32,862 | 10.7% | $23,851 | $9,010(+37.8%) | Apr 9, 2024 | Healthcare | 1 / 1 | $142.71Sep 23, 2026 |
| KOThe Coca-Cola Company | 361.5 | $31,846 | 10.4% | $24,002 | $7,845(+32.7%) | Nov 21, 2025 | Consumer Defensive | 3 / 0 | $88.09Sep 23, 2026 |
| COHRCoherent Corp. | 79.8 | $23,989 | 7.8% | $32,501 | -$8,511(-26.2%) | Jun 25, 2026 | Technology | 1 / 0 | $300.60Sep 23, 2026 |
| GSThe Goldman Sachs Group, Inc. | 17.9 | $16,798 | 5.5% | $8,001 | $8,798(+110.0%) | Jun 27, 2024 | Financial Services | 1 / 0 | $936.36Sep 23, 2026 |
| GHGuardant Health, Inc. | 75.9 | $13,380 | 4.4% | $8,001 | $5,380(+67.2%) | Nov 21, 2025 | Healthcare | 1 / 0 | $176.31Sep 23, 2026 |
| HSYThe Hershey Company | 43.0 | $7,246 | 2.4% | $8,001 | -$755(-9.4%) | Nov 21, 2025 | Consumer Defensive | 1 / 0 | $168.45Sep 23, 2026 |
| MUMicron Technology, Inc. | 6.6 | $7,066 | 2.3% | $8,001 | -$934(-11.7%) | Jun 25, 2026 | Technology | 1 / 0 | $1,071.88Sep 23, 2026 |
Sector allocation Estimated
- Healthcare56.3%$172.1K
- Real Estate15.2%$46.6K
- Consumer Defensive12.8%$39.1K
- Technology10.2%$31.1K
- Financial Services5.5%$16.8K
Excluded from the model
- 167 disclosed rows in total; 141 rows modelled.
- 9 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 3 rows had no closing price within the lookup window of the trade date.
- 14 rows were an exchange or an unknown transaction type.
- 58 sells had no modelled shares to sell ($2.5M 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.