Julia Letlow
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 2026-07-08. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
-1.0% |
+0.3% |
-1.3% |
| 1 month |
+2.0% |
+1.2% |
+0.9% |
| 1 quarter |
+18.5% |
+10.6% |
+7.9% |
| Year to date |
+20.1% |
+10.0% |
+10.2% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-08). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
ICON
Icon Energy Corp
|
1,961 |
$1.7K |
0.2% |
|
GTES
Gates Industrial Corp plc
|
626 |
$16.4K |
1.9% |
|
PFE
Pfizer Inc
|
357 |
$8.6K |
1.0% |
|
INTC
Intel Corp
|
278 |
$30.7K |
3.6% |
|
KO
Coca Cola Co
|
239 |
$20.1K |
2.3% |
|
CSCO
Cisco Systems, Inc.
|
224 |
$25K |
2.9% |
|
DVN
Devon Energy Corp/De
|
215 |
$9.1K |
1.1% |
|
DRS
Leonardo DRS, Inc.
|
198 |
$9K |
1.1% |
|
AA
Alcoa Corp
|
194 |
$9.5K |
1.1% |
|
RELX
Relx PLC
|
171 |
$5.6K |
0.7% |
|
PG
PROCTER & GAMBLE Co
|
159 |
$24.2K |
2.8% |
|
AAPL
Apple Inc.
|
136 |
$42.5K |
5.0% |
|
WFC
Wells Fargo & Company/Mn
|
128 |
$10.9K |
1.3% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
118 |
$51.7K |
6.0% |
|
SYF
Synchrony Financial
|
117 |
$8.8K |
1.0% |
|
WSM
Williams Sonoma Inc
|
104 |
$23.1K |
2.7% |
|
BA
Boeing Co
|
102 |
$22.9K |
2.7% |
|
SF
Stifel Financial Corp
|
102 |
$7.6K |
0.9% |
|
MU
Micron Technology Inc
|
96 |
$90.3K |
10.5% |
|
AMD
Advanced Micro Devices Inc
|
95 |
$49.4K |
5.8% |
|
LOW
Lowes Companies Inc
|
94 |
$20.8K |
2.4% |
|
NEE
Nextera Energy Inc
|
87 |
$7.7K |
0.9% |
|
WBD
Warner Bros. Discovery, Inc.
|
85 |
$2.2K |
0.3% |
|
DLTR
Dollar Tree, Inc.
|
82 |
$10.1K |
1.2% |
|
DIS
Walt Disney Co
|
72 |
$7K |
0.8% |
|
DUK
Duke Energy CORP
|
70 |
$8.9K |
1.0% |
|
NUE
Nucor Corp
|
58 |
$13.2K |
1.5% |
|
CVX
Chevron Corp
|
57 |
$9.9K |
1.2% |
|
IBM
International Business Machines Corp
|
54 |
$16.6K |
1.9% |
|
V
Visa Inc.
|
51 |
$18K |
2.1% |
|
BAH
Booz Allen Hamilton Holding Corp
|
51 |
$3.2K |
0.4% |
|
PEP
Pepsico Inc
|
48 |
$6.9K |
0.8% |
|
EXR
Extra Space Storage Inc.
|
48 |
$6.9K |
0.8% |
|
VST
Vistra Corp.
|
46 |
$7.2K |
0.8% |
|
GOOGL
Alphabet Inc.
|
45 |
$16.3K |
1.9% |
|
PNC
Pnc Financial Services Group, Inc.
|
44 |
$11.3K |
1.3% |
|
AZN
Astrazeneca PLC
|
44 |
$8.6K |
1.0% |
|
AMZN
Amazon Com Inc
|
43 |
$10.5K |
1.2% |
|
DHR
Danaher Corp /De/
|
41 |
$8K |
0.9% |
|
UHS
Universal Health Services Inc
|
38 |
$6.2K |
0.7% |
|
AIZ
Assurant, Inc.
|
38 |
$10.6K |
1.2% |
|
JPM
Jpmorgan Chase & Co
|
37 |
$12.1K |
1.4% |
|
MSFT
Microsoft Corp
|
35 |
$13.6K |
1.6% |
|
GLOB
Globant S.A.
|
32 |
$1K |
0.1% |
|
TTWO
Take Two Interactive Software Inc
|
31 |
$8.1K |
0.9% |
|
DY
Dycom Industries Inc
|
28 |
$11.8K |
1.4% |
|
TRV
Travelers Companies, Inc.
|
26 |
$8.9K |
1.0% |
|
SYK
Stryker Corp
|
23 |
$7.6K |
0.9% |
|
WAT
Waters Corp /De/
|
21 |
$7.9K |
0.9% |
|
PM
Philip Morris International Inc.
|
20 |
$3.7K |
0.4% |
|
BNY
Bank of New York Mellon Corp
|
19 |
$3K |
0.4% |
|
SAIA
Saia Inc
|
19 |
$8.1K |
0.9% |
|
DBX
Dropbox, Inc.
|
18 |
$519 |
0.1% |
|
VRTX
Vertex Pharmaceuticals Inc / Ma
|
17 |
$8.9K |
1.0% |
|
META
Meta Platforms, Inc.
|
16 |
$9.7K |
1.1% |
|
MCK
Mckesson Corp
|
14 |
$11.4K |
1.3% |
|
MTD
Mettler Toledo International Inc/
|
14 |
$17.8K |
2.1% |
|
STT
State Street Corp
|
14 |
$2.4K |
0.3% |
|
CMI
Cummins Inc
|
13 |
$8.7K |
1.0% |
|
PH
Parker-Hannifin Corp
|
13 |
$12.3K |
1.4% |
|
TMO
Thermo Fisher Scientific Inc.
|
12 |
$5.9K |
0.7% |
|
REGN
Regeneron Pharmaceuticals, Inc.
|
10 |
$6.9K |
0.8% |
|
UNH
Unitedhealth Group Inc
|
6 |
$2.6K |
0.3% |
|
GS
Goldman Sachs Group Inc
|
5 |
$4.8K |
0.6% |
|
ABT
Abbott Laboratories
|
4 |
$396 |
0.1% |
|
AIG
American International Group, Inc.
|
3 |
$241 |
0.0% |
|
ABBV
AbbVie Inc.
|
2 |
$591 |
0.1% |
|
CI
Cigna Group
|
2 |
$493 |
0.1% |
|
AJG
Arthur J. Gallagher & Co.
|
0 |
$27 |
0.0% |
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)
$20.2K – $2.4M
Net worth band by reporting year
2020
2021
2022
2023
2024
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2024 |
2026-01-13 |
$20.2K – $2.4M |
151 |
1 |
| 2023 |
2026-01-13 |
$53.1K – $1.7M |
86 |
1 |
| 2022 |
2026-01-13 |
-$229.9K – $1.4M |
81 |
1 |
| 2021 |
2026-01-13 |
-$231.9K – $1.3M |
78 |
1 |
| 2020 |
2026-01-13 |
-$496K – $370K |
40 |
2 |
Recent stock trades
Avg. disclosure lag
248.5 days
Filed past 45-day deadline
81.1%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-02-20 |
TRV
Travelers Companies, Inc.
|
Buy |
— |
$1K - $15K |
2026-03-12 |
20d
|
| 2026-02-20 |
DINO
HF Sinclair Corp
|
Sell |
— |
$1K - $15K |
2026-03-12 |
20d
|
| 2026-02-20 |
BXP
BXP, Inc.
|
Sell |
— |
$1K - $15K |
2026-03-12 |
20d
|
| 2026-02-17 |
VST
Vistra Corp.
|
Buy |
— |
$1K - $15K |
2026-03-12 |
23d
|
| 2026-02-17 |
PEG
Public Service Enterprise Group Inc
|
Sell |
— |
$1K - $15K |
2026-03-12 |
23d
|
| 2026-02-17 |
EXE
EXPAND ENERGY Corp
|
Sell |
— |
$1K - $15K |
2026-03-12 |
23d
|
| 2026-02-12 |
ICE
Intercontinental Exchange, Inc.
|
Sell |
— |
$1K - $15K |
2026-03-12 |
28d
|
| 2026-02-12 |
TTWO
Take Two Interactive Software Inc
|
Sell |
— |
$1K - $15K |
2026-03-12 |
28d
|
| 2026-02-12 |
ICLR
Icon PLC
|
Sell |
— |
$1K - $15K |
2026-03-12 |
28d
|
| 2026-02-12 |
T
At&T Inc.
|
Sell |
— |
$1K - $15K |
2026-03-12 |
28d
|
| 2026-02-12 |
AVGO
Broadcom Inc.
|
Sell |
— |
$1K - $15K |
2026-03-12 |
28d
|
| 2026-02-12 |
EXR
Extra Space Storage Inc.
|
Buy |
— |
$1K - $15K |
2026-03-12 |
28d
|
| 2026-02-12 |
META
Meta Platforms, Inc.
|
Buy |
— |
$1K - $15K |
2026-03-12 |
28d
|
| 2026-02-12 |
REGN
Regeneron Pharmaceuticals, Inc.
|
Buy |
— |
$1K - $15K |
2026-03-12 |
28d
|
| 2026-02-10 |
HUM
Humana Inc
|
Sell |
— |
$1K - $15K |
2026-03-12 |
30d
|
| 2026-02-05 |
PEP
Pepsico Inc
|
Buy |
— |
$1K - $15K |
2026-03-12 |
35d
|
| 2026-02-05 |
PM
Philip Morris International Inc.
|
Sell |
— |
$1K - $15K |
2026-03-12 |
35d
|
| 2026-02-04 |
MMM
3M Co
|
Sell |
— |
$1K - $15K |
2026-03-12 |
36d
|
| 2026-02-04 |
CMI
Cummins Inc
|
Buy |
— |
$1K - $15K |
2026-03-12 |
36d
|
| 2026-02-02 |
PG
PROCTER & GAMBLE Co
|
Buy |
— |
$1K - $15K |
2026-03-12 |
38d
|
| 2026-02-02 |
URI
United Rentals, Inc.
|
Sell |
— |
$1K - $15K |
2026-03-12 |
38d
|
| 2026-02-02 |
CRM
Salesforce, Inc.
|
Sell |
— |
$1K - $15K |
2026-03-12 |
38d
|
| 2026-02-02 |
PG
PROCTER & GAMBLE Co
|
Buy |
— |
$1K - $15K |
2026-03-12 |
38d
|
| 2026-02-02 |
INTU
Intuit Inc.
|
Sell |
— |
$1K - $15K |
2026-03-12 |
38d
|
| 2026-02-02 |
CSCO
Cisco Systems, Inc.
|
Buy |
— |
$1K - $15K |
2026-03-12 |
38d
|
