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$711,804
44 positions
Invested (cum.)
Estimated$600,536
Sum of buy midpoints
Realized (cum.)
Estimated$173,773
Modelled sell proceeds
Return vs SPY
Estimated+47.5%
SPY with identical cash flows: +60.6%
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
44 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMZNAmazon.com, Inc. | 254.9 | $63,540 | 8.9% | $48,502 | $15,039(+31.0%) | Jan 7, 2025 | Consumer Cyclical | 3 / 0 | $249.27Sep 23, 2026 |
| LRCXLam Research Corporation | 201.0 | $61,778 | 8.7% | $10,671 | $51,106(+478.9%) | Jan 24, 2025 | Technology | 2 / 1 | $307.28Sep 23, 2026 |
| GOOGLAlphabet Inc. | 162.7 | $54,973 | 7.7% | $19,497 | $35,476(+182.0%) | Oct 31, 2024 | Communication Services | 3 / 1 | $337.83Sep 23, 2026 |
| MSFTMicrosoft Corporation | 85.1 | $42,581 | 6.0% | $27,319 | $15,262(+55.9%) | Feb 5, 2025 | Technology | 4 / 1 | $500.59Sep 23, 2026 |
| JPMJPMorgan Chase & Co. | 107.7 | $36,353 | 5.1% | $16,001 | $20,352(+127.2%) | Feb 13, 2023 | Financial Services | 2 / 0 | $337.53Sep 23, 2026 |
| ARMKAramark | 483.9 | $26,988 | 3.8% | $16,001 | $10,987(+68.7%) | Feb 5, 2025 | Industrials | 2 / 0 | $55.77Sep 23, 2026 |
| VRSNVeriSign, Inc. | 81.2 | $23,810 | 3.3% | $16,001 | $7,809(+48.8%) | Apr 14, 2021 | Technology | 2 / 0 | $293.28Sep 23, 2026 |
| PNCThe PNC Financial Services Group, Inc. | 94.5 | $21,179 | 3.0% | $16,001 | $5,178(+32.4%) | Feb 13, 2023 | Financial Services | 2 / 0 | $224.03Sep 23, 2026 |
| VEEVVeeva Systems Inc. | 77.5 | $20,971 | 2.9% | $16,001 | $4,970(+31.1%) | Feb 13, 2023 | Healthcare | 2 / 0 | $270.75Sep 23, 2026 |
| KLACKLA Corporation | 106.7 | $20,044 | 2.8% | $8,001 | $12,044(+150.5%) | Jan 24, 2025 | Technology | 1 / 0 | $187.86Sep 23, 2026 |
| CACICACI International Inc | 32.4 | $19,998 | 2.8% | $8,001 | $11,998(+150.0%) | Mar 17, 2021 | Technology | 1 / 0 | $616.68Sep 23, 2026 |
| PANWPalo Alto Networks, Inc. | 47.0 | $18,496 | 2.6% | $8,001 | $10,496(+131.2%) | Jan 24, 2024 | Technology | 1 / 0 | $393.30Sep 23, 2026 |
| MCKMcKesson Corporation | 20.6 | $18,099 | 2.5% | $8,001 | $10,098(+126.2%) | Jun 8, 2023 | Healthcare | 1 / 0 | $880.50Sep 23, 2026 |
| PGThe Procter & Gamble Company | 121.3 | $17,878 | 2.5% | $16,001 | $1,877(+11.7%) | Apr 14, 2021 | Consumer Defensive | 2 / 0 | $147.39Sep 23, 2026 |
| MRKMerck & Co., Inc. | 108.5 | $16,062 | 2.3% | $8,001 | $8,061(+100.8%) | Mar 17, 2021 | Healthcare | 1 / 0 | $148.08Sep 23, 2026 |
| VRTXVertex Pharmaceuticals Incorporated | 31.0 | $16,013 | 2.2% | $8,001 | $8,012(+100.1%) | Mar 29, 2022 | Healthcare | 1 / 0 | $516.34Sep 23, 2026 |
| TJXThe TJX Companies, Inc. | 120.1 | $15,803 | 2.2% | $8,001 | $7,802(+97.5%) | Sep 9, 2022 | Consumer Cyclical | 1 / 0 | $131.59Sep 23, 2026 |
| NOWServiceNow, Inc. | 110.7 | $15,588 | 2.2% | $8,001 | $7,588(+94.8%) | Nov 9, 2022 | Technology | 1 / 0 | $140.78Sep 23, 2026 |
| PEPPepsiCo, Inc. | 114.8 | $14,945 | 2.1% | $16,001 | -$1,056(-6.6%) | Feb 5, 2025 | Consumer Defensive | 2 / 0 | $130.18Sep 23, 2026 |
| URIUnited Rentals, Inc. | 13.2 | $13,617 | 1.9% | $4,247 | $9,369(+220.6%) | Feb 28, 2024 | Industrials | 1 / 1 | $1,031.99Sep 23, 2026 |
| NOCNorthrop Grumman Corporation | 25.8 | $13,252 | 1.9% | $8,001 | $5,251(+65.6%) | Mar 17, 2021 | Industrials | 1 / 0 | $514.42Sep 23, 2026 |
| MCOMoody's Corporation | 27.3 | $12,934 | 1.8% | $8,001 | $4,933(+61.7%) | Mar 17, 2021 | Financial Services | 1 / 0 | $473.85Sep 23, 2026 |
| MAMastercard Incorporated | 21.1 | $11,830 | 1.7% | $8,001 | $3,829(+47.9%) | Mar 17, 2021 | Financial Services | 1 / 0 | $559.92Sep 23, 2026 |
| ICEIntercontinental Exchange, Inc. | 70.4 | $11,002 | 1.5% | $8,001 | $3,001(+37.5%) | Mar 17, 2021 | Financial Services | 1 / 0 | $156.35Sep 23, 2026 |
| NXPINXP Semiconductors N.V. | 46.2 | $10,881 | 1.5% | $9,144 | $1,737(+19.0%) | Sep 11, 2024 | Technology | 2 / 1 | $235.44Sep 23, 2026 |
| LINLinde plc | 21.0 | $9,861 | 1.4% | $8,001 | $1,861(+23.3%) | Jun 30, 2023 | Basic Materials | 1 / 0 | $469.72Sep 23, 2026 |
| AZOAutoZone, Inc. | 3.5 | $9,824 | 1.4% | $4,460 | $5,364(+120.3%) | May 17, 2024 | Consumer Cyclical | 1 / 1 | $2,843.34Sep 23, 2026 |
| BJBJ's Wholesale Club Holdings, Inc. | 109.0 | $9,809 | 1.4% | $4,603 | $5,207(+113.1%) | Mar 3, 2025 | Consumer Defensive | 1 / 1 | $89.98Sep 23, 2026 |
| QCOMQUALCOMM Incorporated | 49.2 | $9,695 | 1.4% | $8,001 | $1,694(+21.2%) | Oct 31, 2024 | Technology | 1 / 0 | $197.24Sep 23, 2026 |
| ISRGIntuitive Surgical, Inc. | 23.0 | $9,166 | 1.3% | $8,001 | $1,165(+14.6%) | Jul 20, 2023 | Healthcare | 1 / 0 | $398.30Sep 23, 2026 |
| UNHUnitedHealth Group Incorporated | 22.7 | $8,435 | 1.2% | $8,001 | $434(+5.4%) | Mar 17, 2021 | Healthcare | 1 / 0 | $371.29Sep 23, 2026 |
| CATCaterpillar Inc. | 10.4 | $8,414 | 1.2% | $2,421 | $5,993(+247.6%) | Sep 11, 2024 | Industrials | 1 / 1 | $812.02Sep 23, 2026 |
| TDGTransDigm Group Incorporated | 6.8 | $7,545 | 1.1% | $8,001 | -$455(-5.7%) | Feb 28, 2024 | Industrials | 1 / 0 | $1,105.28Sep 23, 2026 |
| CDWCDW Corporation | 49.9 | $7,290 | 1.0% | $8,001 | -$710(-8.9%) | Mar 17, 2021 | Technology | 1 / 0 | $146.16Sep 23, 2026 |
| AMHAmerican Homes 4 Rent | 196.4 | $6,074 | 0.9% | $8,001 | -$1,926(-24.1%) | Mar 29, 2022 | Real Estate | 1 / 0 | $30.93Sep 23, 2026 |
| INTUIntuit Inc. | 20.4 | $5,858 | 0.8% | $8,001 | -$2,143(-26.8%) | Mar 17, 2021 | Technology | 1 / 0 | $286.80Sep 23, 2026 |
| FISVFiserv, Inc. | 104.0 | $4,780 | 0.7% | $16,001 | -$11,221(-70.1%) | Jan 7, 2025 | Unclassified | 2 / 0 | $45.95Sep 23, 2026 |
| BAThe Boeing Company | 23.4 | $4,678 | 0.7% | $6,034 | -$1,356(-22.5%) | Feb 28, 2024 | Industrials | 2 / 1 | $199.93Sep 23, 2026 |
| ACNAccenture plc | 24.0 | $4,406 | 0.6% | $9,037 | -$4,630(-51.2%) | Feb 5, 2025 | Technology | 2 / 1 | $183.52Sep 23, 2026 |
| CSGPCoStar Group, Inc. | 107.9 | $3,049 | 0.4% | $8,001 | -$4,952(-61.9%) | Jan 21, 2025 | Real Estate | 1 / 0 | $28.26Sep 23, 2026 |
| LOWLowe's Companies, Inc. | 11.2 | $2,152 | 0.3% | $1,962 | $190(+9.7%) | May 17, 2024 | Consumer Cyclical | 1 / 1 | $191.36Sep 23, 2026 |
| BAXBaxter International Inc. | 39.0 | $915 | 0.1% | $3,199 | -$2,283(-71.4%) | Dec 5, 2022 | Healthcare | 2 / 1 | $23.49Sep 23, 2026 |
| JJacobs Solutions Inc. | 6.3 | $888 | 0.1% | $652 | $236(+36.1%) | May 17, 2024 | Industrials | 1 / 1 | $141.12Sep 23, 2026 |
| CCICrown Castle Inc. | 5.0 | $350 | 0.0% | $823 | -$473(-57.4%) | Mar 29, 2022 | Real Estate | 1 / 1 | $70.23Sep 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
- Technology33.8%$240.4K
- Financial Services13.1%$93.3K
- Consumer Cyclical12.8%$91.3K
- Healthcare12.6%$89.7K
- Industrials10.6%$75.4K
- Communication Services7.7%$55K
- Consumer Defensive6.0%$42.6K
- Basic Materials1.4%$9.9K
- Real Estate1.3%$9.5K
- Unclassified0.7%$4.8K
Excluded from the model
- 194 disclosed rows in total; 98 rows modelled.
- 93 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 2 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 10 sells had no modelled shares to sell ($34.2K 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.