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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| KLACKLA Corporation | 218.0 | $40,947 | 37.3% | $8,001 | $32,947(+411.8%) | Apr 4, 2022 | Technology | 1 / 0 | $187.86Sep 23, 2026 |
| UNPUnion Pacific Corporation | 126.1 | $34,744 | 31.6% | $32,501 | $2,243(+6.9%) | Apr 4, 2022 | Industrials | 1 / 0 | $275.53Sep 23, 2026 |
| PWRQuanta Services, Inc. | 8.2 | $5,224 | 4.8% | $1,208 | $4,017(+332.6%) | May 25, 2023 | Industrials | 1 / 1 | $634.90Sep 23, 2026 |
| MRKMerck & Co., Inc. | 35.3 | $5,224 | 4.8% | $2,649 | $2,574(+97.2%) | May 25, 2023 | Healthcare | 1 / 1 | $148.08Sep 23, 2026 |
| GILDGilead Sciences, Inc. | 19.5 | $2,955 | 2.7% | $1,275 | $1,681(+131.9%) | May 25, 2023 | Healthcare | 1 / 1 | $151.37Sep 23, 2026 |
| CTASCintas Corporation | 11.8 | $2,264 | 2.1% | $1,169 | $1,096(+93.7%) | May 25, 2023 | Industrials | 1 / 1 | $191.97Sep 23, 2026 |
| DISThe Walt Disney Company | 21.3 | $2,207 | 2.0% | $3,045 | -$838(-27.5%) | May 25, 2023 | Communication Services | 2 / 1 | $103.46Sep 23, 2026 |
| TJXThe TJX Companies, Inc. | 15.9 | $2,093 | 1.9% | $1,049 | $1,043(+99.4%) | May 25, 2023 | Consumer Cyclical | 1 / 1 | $131.59Sep 23, 2026 |
| NWLNewell Brands Inc. | 361.4 | $2,053 | 1.9% | $8,001 | -$5,948(-74.3%) | Sep 30, 2021 | Consumer Defensive | 1 / 0 | $5.68Sep 23, 2026 |
| BRK-BBerkshire Hathaway Inc. | 3.0 | $1,516 | 1.4% | $852 | $664(+77.9%) | May 25, 2023 | Financial Services | 1 / 1 | $507.17Sep 23, 2026 |
| BUDAnheuser-Busch InBev SA/NV | 19.7 | $1,514 | 1.4% | $981 | $534(+54.4%) | May 25, 2023 | Consumer Defensive | 1 / 1 | $77.06Sep 23, 2026 |
| GISGeneral Mills, Inc. | 39.1 | $1,400 | 1.3% | $2,337 | -$938(-40.1%) | May 25, 2023 | Consumer Defensive | 1 / 1 | $35.82Sep 23, 2026 |
| PEPPepsiCo, Inc. | 9.7 | $1,258 | 1.1% | $1,453 | -$195(-13.4%) | May 25, 2023 | Consumer Defensive | 1 / 1 | $130.18Sep 23, 2026 |
| HCAHCA Healthcare, Inc. | 2.7 | $1,164 | 1.1% | $647 | $517(+79.8%) | May 25, 2023 | Healthcare | 1 / 1 | $436.48Sep 23, 2026 |
| COSTCostco Wholesale Corporation | 0.9 | $826 | 0.8% | $421 | $405(+96.3%) | May 25, 2023 | Consumer Defensive | 1 / 1 | $904.70Sep 23, 2026 |
| UNHUnitedHealth Group Incorporated | 2.1 | $792 | 0.7% | $904 | -$112(-12.4%) | May 25, 2023 | Healthcare | 1 / 1 | $371.29Sep 23, 2026 |
| MAMastercard Incorporated | 1.4 | $779 | 0.7% | $483 | $295(+61.0%) | May 25, 2023 | Financial Services | 1 / 1 | $559.92Sep 23, 2026 |
| ODFLOld Dominion Freight Line, Inc. | 4.4 | $776 | 0.7% | $624 | $152(+24.3%) | May 25, 2023 | Industrials | 1 / 1 | $177.72Sep 23, 2026 |
| KOThe Coca-Cola Company | 8.5 | $748 | 0.7% | $482 | $266(+55.2%) | May 25, 2023 | Consumer Defensive | 1 / 1 | $88.09Sep 23, 2026 |
| AONAon plc | 1.8 | $514 | 0.5% | $530 | -$16(-3.1%) | May 25, 2023 | Financial Services | 1 / 1 | $281.60Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 1.8 | $442 | 0.4% | $291 | $151(+51.8%) | Oct 15, 2021 | Consumer Cyclical | 1 / 1 | $249.27Sep 23, 2026 |
| HDThe Home Depot, Inc. | 0.8 | $226 | 0.2% | $249 | -$24(-9.5%) | Oct 13, 2021 | Consumer Cyclical | 1 / 1 | $296.72Sep 23, 2026 |
| AEPAmerican Electric Power Company, Inc. | 1.6 | $187 | 0.2% | $128 | $59(+45.8%) | May 25, 2023 | Utilities | 1 / 1 | $118.40Sep 23, 2026 |
| ROPRoper Technologies, Inc. | 0.1 | $48 | 0.0% | $59 | -$11(-17.9%) | May 25, 2023 | Technology | 1 / 1 | $366.36Sep 23, 2026 |
Sector allocation Estimated
- Industrials39.1%$43K
- Technology37.3%$41K
- Healthcare9.2%$10.1K
- Consumer Defensive7.1%$7.8K
- Financial Services2.6%$2.8K
- Consumer Cyclical2.5%$2.8K
- Communication Services2.0%$2.2K
- Utilities0.2%$187
Excluded from the model
- 195 disclosed rows in total; 147 rows modelled.
- 14 rows had no published ticker (match confidence below the publish threshold).
- 34 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.
- 0 rows were an exchange or an unknown transaction type.
- 58 sells had no modelled shares to sell ($214.5K 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.