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Cliff Bentz

Representative

Estimated portfolio performance

Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-06-29. Trade sizes are disclosed only as ranges, so every figure is an estimate.

Window Portfolio SPY vs SPY
1 week +2.8% -0.5% +3.3%
1 month +5.5% -2.1% +7.5%
1 quarter +3.7% +16.9% -13.2%
Year to date +8.0% +9.0% -0.9%

Reconstructed holdings

The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-29). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
PG 50 $7.4K 42.1%
AMGN 28 $10.2K 57.9%

Net worth

Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.

Latest net worth (band)
$3.4M – $9.1M
Reporting year
2025
Disclosed assets
91
Disclosed liabilities
1

Net worth band by reporting year

2021 2022 2023 2024 2025
Year Net worth band
2025 $3.4M – $9.1M
2024 $3.4M – $9.1M
2023 $3.2M – $8.2M
2022 $3.2M – $8.2M
2021 $2.8M – $7.9M

Recent stock trades

Disclosed trades
3
Avg. disclosure lag
32 days
Filed past 45-day deadline
0%
Date Stock Type Amount
2026-04-09 INTC Sell $1K - $15K
2025-06-06 AMGN Buy $1K - $15K
2025-06-06 PG Buy $1K - $15K