Rick Larsen
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 |
+0.8% |
-0.1% |
+0.9% |
| 1 month |
+2.1% |
+0.8% |
+1.3% |
| 1 quarter |
+2.9% |
+10.3% |
-7.4% |
| Year to date |
+6.2% |
+9.6% |
-3.5% |
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 |
|
CARR
CARRIER GLOBAL Corp
|
144 |
$9.6K |
4.4% |
|
MRK
Merck & Co., Inc.
|
97 |
$12.2K |
5.6% |
|
MDLZ
Mondelez International, Inc.
|
94 |
$5.6K |
2.6% |
|
WMT
Walmart Inc.
|
78 |
$8.9K |
4.1% |
|
AEP
American Electric Power Co Inc
|
70 |
$9.5K |
4.4% |
|
TGT
Target Corp
|
58 |
$7.6K |
3.5% |
|
CTAS
Cintas Corp
|
43 |
$7.7K |
3.5% |
|
GOOGL
Alphabet Inc.
|
41 |
$14.9K |
6.8% |
|
DRI
Darden Restaurants Inc
|
40 |
$8.1K |
3.7% |
|
FDX
Fedex Corp
|
38 |
$11.7K |
5.3% |
|
ESS
Essex Property Trust, Inc.
|
33 |
$9.6K |
4.4% |
|
WAB
Westinghouse Air Brake Technologies Corp
|
31 |
$8.1K |
3.7% |
|
SYK
Stryker Corp
|
31 |
$10.1K |
4.6% |
|
MSI
Motorola Solutions, Inc.
|
28 |
$11.8K |
5.4% |
|
COST
Costco Wholesale Corp /New
|
24 |
$22.9K |
10.4% |
|
SPGI
S&P Global Inc.
|
22 |
$9.3K |
4.3% |
|
MA
Mastercard Inc
|
21 |
$10.7K |
4.9% |
|
GS
Goldman Sachs Group Inc
|
18 |
$18.3K |
8.4% |
|
META
Meta Platforms, Inc.
|
12 |
$7.4K |
3.4% |
|
CASY
Caseys General Stores Inc
|
11 |
$9.1K |
4.2% |
|
GD
General Dynamics Corp
|
6 |
$2.1K |
1.0% |
|
AXP
American Express Co
|
5 |
$1.6K |
0.7% |
|
UNP
Union Pacific Corp
|
3 |
$838 |
0.4% |
|
UNH
Unitedhealth Group Inc
|
2 |
$979 |
0.5% |
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)
$1.2M – $7.6M
Net worth band by reporting year
2020
2021
2022
2023
2024
2025
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2025 |
2026-05-13 |
$1.2M – $7.6M |
120 |
1 |
| 2024 |
2025-07-14 |
$8.1K – $1.8M |
81 |
1 |
| 2023 |
2024-06-13 |
-$65.9K – $1.6M |
78 |
1 |
| 2022 |
2023-07-07 |
-$166.9K – $1.5M |
78 |
2 |
| 2021 |
2023-07-07 |
-$45.9K – $1.7M |
82 |
1 |
| 2020 |
2023-07-07 |
-$66.9K – $1.2M |
73 |
1 |
Recent stock trades
Avg. disclosure lag
196.1 days
Filed past 45-day deadline
36.3%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-04-07 |
WAB
Westinghouse Air Brake Technologies Corp
|
Buy |
— |
$1K - $15K |
2026-04-15 |
8d
|
| 2026-04-07 |
PAYX
Paychex Inc
|
Sell |
— |
$1K - $15K |
2026-04-15 |
8d
|
| 2026-04-07 |
NEE
Nextera Energy Inc
|
Buy |
— |
$1K - $15K |
2026-04-15 |
8d
|
| 2026-04-07 |
CASY
Caseys General Stores Inc
|
Buy |
— |
$1K - $15K |
2026-04-15 |
8d
|
| 2026-04-07 |
CARR
CARRIER GLOBAL Corp
|
Buy |
— |
$1K - $15K |
2026-04-15 |
8d
|
| 2026-04-07 |
BR
Broadridge Financial Solutions, Inc.
|
Sell |
— |
$1K - $15K |
2026-04-15 |
8d
|
| 2026-04-07 |
AWK
American Water Works Company, Inc.
|
Sell |
— |
$1K - $15K |
2026-04-15 |
8d
|
| 2026-04-07 |
AXP
American Express Co
|
Sell |
— |
$1K - $15K |
2026-04-15 |
8d
|
| 2026-04-07 |
SNDA
Sonida Senior Living, Inc.
|
Sell |
JT |
$1K - $15K |
2026-04-15 |
8d
|
| 2026-01-07 |
WM
Waste Management Inc
|
Buy |
— |
$1K - $15K |
2026-01-14 |
7d
|
| 2026-01-07 |
VRSK
Verisk Analytics, Inc.
|
Sell |
— |
$1K - $15K |
2026-01-14 |
7d
|
| 2026-01-07 |
MDLZ
Mondelez International, Inc.
|
Sell |
— |
$1K - $15K |
2026-01-14 |
7d
|
| 2026-01-07 |
META
Meta Platforms, Inc.
|
Buy |
— |
$1K - $15K |
2026-01-14 |
7d
|
| 2026-01-07 |
ESS
Essex Property Trust, Inc.
|
Sell |
— |
$1K - $15K |
2026-01-14 |
7d
|
| 2026-01-07 |
DRI
Darden Restaurants Inc
|
Buy |
— |
$1K - $15K |
2026-01-14 |
7d
|
| 2025-10-06 |
WMT
Walmart Inc.
|
Buy |
— |
$1K - $15K |
2025-10-16 |
10d
|
| 2025-10-06 |
ZTS
Zoetis Inc.
|
Sell |
— |
$1K - $15K |
2025-10-16 |
10d
|
| 2025-10-06 |
ODFL
Old Dominion Freight Line, Inc.
|
Sell |
— |
$1K - $15K |
2025-10-16 |
10d
|
| 2025-10-06 |
CL
Colgate Palmolive Co
|
Sell |
— |
$1K - $15K |
2025-10-16 |
10d
|
| 2025-10-06 |
AEP
American Electric Power Co Inc
|
Buy |
— |
$1K - $15K |
2025-10-16 |
10d
|
| 2025-10-06 |
ABT
Abbott Laboratories
|
Buy |
— |
$1K - $15K |
2025-10-16 |
10d
|
| 2025-04-09 |
NEE
Nextera Energy Inc
|
Sell |
— |
$1K - $15K |
2025-04-15 |
6d
|
| 2025-04-09 |
AXP
American Express Co
|
Buy |
— |
$1K - $15K |
2025-04-15 |
6d
|
| 2025-01-07 |
VRSK
Verisk Analytics, Inc.
|
Buy |
— |
$1K - $15K |
2025-01-14 |
7d
|
| 2025-01-07 |
UNH
Unitedhealth Group Inc
|
Sell |
— |
$1K - $15K |
2025-01-14 |
7d
|
