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$696,142
26 positions
Invested (cum.)
Estimated$852,531
Sum of buy midpoints
Realized (cum.)
Estimated$325,996
Modelled sell proceeds
Return vs SPY
Estimated+19.9%
SPY with identical cash flows: +52.4%
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
26 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| UBSIUnited Bankshares, Inc. | 6,479.8 | $299,495 | 43.0% | $250,001 | $49,494(+19.8%) | Mar 3, 2021 | Financial Services | 2 / 0 | $46.22Sep 23, 2026 |
| GOOGLAlphabet Inc. | 141.3 | $47,719 | 6.9% | $27,612 | $20,107(+72.8%) | Feb 9, 2026 | Communication Services | 4 / 1 | $337.83Sep 23, 2026 |
| AVGOBroadcom Inc. | 116.6 | $41,383 | 5.9% | $23,079 | $18,304(+79.3%) | Apr 13, 2026 | Technology | 4 / 2 | $354.99Sep 23, 2026 |
| AXPAmerican Express Company | 126.9 | $38,323 | 5.5% | $40,501 | -$2,178(-5.4%) | Mar 11, 2026 | Financial Services | 2 / 0 | $301.96Sep 23, 2026 |
| METAMeta Platforms, Inc. | 49.8 | $37,063 | 5.3% | $32,002 | $5,061(+15.8%) | Nov 13, 2025 | Communication Services | 4 / 0 | $744.10Sep 23, 2026 |
| DEDeere & Company | 46.5 | $33,007 | 4.7% | $16,001 | $17,006(+106.3%) | Dec 15, 2021 | Industrials | 2 / 0 | $709.48Sep 23, 2026 |
| SBUXStarbucks Corporation | 255.8 | $24,083 | 3.5% | $24,461 | -$379(-1.5%) | Jan 28, 2026 | Consumer Cyclical | 1 / 1 | $94.14Sep 23, 2026 |
| GEGE Aerospace | 47.0 | $15,043 | 2.2% | $8,001 | $7,043(+88.0%) | Dec 27, 2024 | Industrials | 1 / 0 | $319.80Sep 23, 2026 |
| AMGNAmgen Inc. | 36.2 | $14,689 | 2.1% | $7,931 | $6,759(+85.2%) | Jun 12, 2023 | Healthcare | 2 / 1 | $406.09Sep 23, 2026 |
| PSXPhillips 66 | 48.0 | $12,314 | 1.8% | $3,358 | $8,956(+266.7%) | Jan 17, 2025 | Energy | 1 / 1 | $256.48Sep 23, 2026 |
| ZTSZoetis Inc. | 163.3 | $11,695 | 1.7% | $32,501 | -$20,805(-64.0%) | Feb 27, 2024 | Healthcare | 1 / 0 | $71.61Sep 23, 2026 |
| LLYEli Lilly and Company | 9.7 | $11,156 | 1.6% | $8,001 | $3,155(+39.4%) | Oct 24, 2025 | Healthcare | 1 / 0 | $1,150.99Sep 23, 2026 |
| CVXChevron Corporation | 50.1 | $10,306 | 1.5% | $7,835 | $2,470(+31.5%) | Oct 17, 2025 | Energy | 2 / 1 | $205.51Sep 23, 2026 |
| PLDPrologis, Inc. | 76.3 | $10,216 | 1.5% | $8,001 | $2,215(+27.7%) | Aug 1, 2025 | Real Estate | 1 / 0 | $133.96Sep 23, 2026 |
| CSCOCisco Systems, Inc. | 93.7 | $9,977 | 1.4% | $4,544 | $5,433(+119.6%) | Jul 21, 2026 | Technology | 1 / 2 | $106.43Sep 23, 2026 |
| SPGIS&P Global Inc. | 23.9 | $9,712 | 1.4% | $8,822 | $889(+10.1%) | Apr 9, 2024 | Financial Services | 2 / 1 | $406.50Sep 23, 2026 |
| CEGConstellation Energy Corporation | 36.0 | $9,495 | 1.4% | $9,140 | $355(+3.9%) | Apr 17, 2026 | Utilities | 2 / 1 | $263.88Sep 23, 2026 |
| MAMastercard Incorporated | 16.2 | $9,068 | 1.3% | $8,001 | $1,068(+13.3%) | Mar 28, 2026 | Financial Services | 1 / 0 | $559.92Sep 23, 2026 |
| PNCThe PNC Financial Services Group, Inc. | 39.5 | $8,843 | 1.3% | $8,001 | $842(+10.5%) | Mar 12, 2026 | Financial Services | 1 / 0 | $224.03Sep 23, 2026 |
| SHWThe Sherwin-Williams Company | 23.3 | $7,606 | 1.1% | $8,001 | -$395(-4.9%) | Aug 1, 2025 | Basic Materials | 1 / 0 | $326.46Sep 23, 2026 |
| COSTCostco Wholesale Corporation | 7.9 | $7,170 | 1.0% | $3,850 | $3,320(+86.2%) | Oct 17, 2025 | Consumer Defensive | 1 / 1 | $904.70Sep 23, 2026 |
| CMSCMS Energy Corporation | 113.0 | $7,133 | 1.0% | $8,001 | -$867(-10.8%) | Jun 1, 2022 | Utilities | 1 / 0 | $63.15Sep 23, 2026 |
| AMTAmerican Tower Corporation | 35.6 | $6,087 | 0.9% | $8,001 | -$1,913(-23.9%) | Dec 31, 2020 | Real Estate | 1 / 0 | $170.78Sep 23, 2026 |
| CSLCarlisle Companies Incorporated | 17.4 | $5,629 | 0.8% | $8,001 | -$2,372(-29.6%) | Oct 8, 2024 | Industrials | 1 / 0 | $323.96Sep 23, 2026 |
| ABTAbbott Laboratories | 43.3 | $4,481 | 0.6% | $3,377 | $1,104(+32.7%) | Feb 24, 2025 | Healthcare | 1 / 1 | $103.49Sep 23, 2026 |
| USBU.S. Bancorp | 76.1 | $4,449 | 0.6% | $4,170 | $279(+6.7%) | Sep 1, 2023 | Financial Services | 2 / 1 | $58.48Sep 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
- Financial Services53.1%$369.9K
- Communication Services12.2%$84.8K
- Industrials7.7%$53.7K
- Technology7.4%$51.4K
- Healthcare6.0%$42K
- Consumer Cyclical3.5%$24.1K
- Energy3.2%$22.6K
- Utilities2.4%$16.6K
- Real Estate2.3%$16.3K
- Basic Materials1.1%$7.6K
- Consumer Defensive1.0%$7.2K
Excluded from the model
- 263 disclosed rows in total; 256 rows modelled.
- 2 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.
- 2 rows were an exchange or an unknown transaction type.
- 62 sells had no modelled shares to sell ($1.5M 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.