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 2026-07-10. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
-0.6% |
+1.4% |
-1.9% |
| 1 month |
-15.5% |
+4.1% |
-19.5% |
| 1 quarter |
— |
+11.1% |
— |
| Year to date |
— |
+11.0% |
— |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-10). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
AESI
Atlas Energy Solutions Inc.
|
850,667 |
$12.2M |
100.0% |
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)
-$465K – $1.5M
Net worth band by reporting year
2021
2022
2023
2024
2025
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2025 |
2026-05-14 |
-$465K – $1.5M |
38 |
3 |
| 2024 |
2025-05-15 |
-$279K – $1.7M |
41 |
2 |
| 2023 |
2024-05-14 |
-$391K – $1.4M |
38 |
2 |
| 2022 |
2024-03-12 |
-$637K – $831K |
34 |
2 |
| 2021 |
2022-05-16 |
-$638K – $816K |
33 |
2 |
Recent stock trades
Avg. disclosure lag
13.5 days
Filed past 45-day deadline
0%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-05-13 |
AESI
Atlas Energy Solutions Inc.
|
Sell |
SP |
$100K - $250K |
2026-06-10 |
28d
|
| 2026-04-30 |
AESI
Atlas Energy Solutions Inc.
|
Buy |
SP |
$5M - $25M |
2026-05-09 |
9d
|
| 2026-03-30 |
AESI
Atlas Energy Solutions Inc.
|
Buy |
— |
$100K - $250K |
2026-05-11 |
42d
|
| 2024-05-20 |
AESI
Atlas Energy Solutions Inc.
|
Sell |
SP |
$100K - $250K |
2024-06-10 |
21d
|
| 2024-04-10 |
T
At&T Inc.
|
Sell |
JT |
$1K - $15K |
2024-04-11 |
1d
|
| 2024-04-10 |
CVX
Chevron Corp
|
Sell |
SP |
$15K - $50K |
2024-04-11 |
1d
|
| 2024-04-10 |
ET
Energy Transfer LP
|
Sell |
JT |
$1K - $15K |
2024-04-11 |
1d
|
| 2024-04-10 |
KMI
Kinder Morgan, Inc.
|
Sell |
— |
$1K - $15K |
2024-04-11 |
1d
|
| 2024-04-10 |
XOM
ExxonMobil Holdings Corp
|
Sell |
SP |
$15K - $50K |
2024-04-11 |
1d
|
| 2024-03-12 |
AESI
Atlas Energy Solutions Inc.
|
Sell |
SP |
$250K - $500K |
2024-04-11 |
30d
|