Cindy Axne
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 2026-07-01. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+1.7% |
+1.9% |
-0.1% |
| 1 month |
+4.5% |
-1.6% |
+6.0% |
| 1 quarter |
+6.7% |
+14.0% |
-7.3% |
| Year to date |
+0.5% |
+9.8% |
-9.4% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-01). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
ORLY
O Reilly Automotive Inc
|
538 |
$49.6K |
8.0% |
|
V
Visa Inc.
|
357 |
$122.6K |
19.8% |
|
SBUX
Starbucks Corp
|
342 |
$35.6K |
5.7% |
|
PGR
Progressive Corp/Oh/
|
311 |
$67.9K |
10.9% |
|
CHD
Church & Dwight Co Inc /De/
|
308 |
$29.8K |
4.8% |
|
ACGL
Arch Capital Group Ltd.
|
241 |
$23.4K |
3.8% |
|
MA
Mastercard Inc
|
197 |
$101.4K |
16.3% |
|
AMZN
Amazon Com Inc
|
183 |
$43.6K |
7.0% |
|
POST
Post Holdings, Inc.
|
147 |
$13K |
2.1% |
|
GPN
Global Payments Inc
|
120 |
$8.7K |
1.4% |
|
KEYS
Keysight Technologies, Inc.
|
97 |
$33K |
5.3% |
|
SYK
Stryker Corp
|
92 |
$28.9K |
4.7% |
|
DHR
Danaher Corp /De/
|
73 |
$13.9K |
2.3% |
|
AMT
American Tower Corp /Ma/
|
42 |
$6.9K |
1.1% |
|
AZO
Autozone Inc
|
13 |
$42.4K |
6.8% |
|
LBRDA
Liberty Broadband Corp
|
11 |
$354 |
0.1% |
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)
$553.1K – $2.8M
Net worth band by reporting year
2021
2022 — not e-filed
2023 — not e-filed
2024 — not e-filed
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2021 |
2022-05-16 |
$553.1K – $2.8M |
123 |
0 |
Recent stock trades
Avg. disclosure lag
364.1 days
Filed past 45-day deadline
69.4%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2022-12-23 |
JEF
Jefferies Financial Group Inc.
|
Sell |
SP |
$1K - $15K |
2023-01-02 |
10d
|
| 2022-11-23 |
DHR
Danaher Corp /De/
|
Buy |
— |
$1K - $15K |
2022-12-07 |
14d
|
| 2022-11-23 |
CHD
Church & Dwight Co Inc /De/
|
Buy |
— |
$1K - $15K |
2022-12-07 |
14d
|
| 2022-11-23 |
AMZN
Amazon Com Inc
|
Buy |
SP |
$1K - $15K |
2022-12-07 |
14d
|
| 2022-11-09 |
PYPL
PayPal Holdings, Inc.
|
Sell |
— |
$1K - $15K |
2022-11-15 |
6d
|
| 2022-11-03 |
LMT
Lockheed Martin Corp
|
Sell |
SP |
$1K - $15K |
2022-11-15 |
12d
|
| 2022-09-08 |
LBRDA
Liberty Broadband Corp
|
Sell |
— |
$1K - $15K |
2022-09-16 |
8d
|
| 2022-08-12 |
LBRDA
Liberty Broadband Corp
|
Sell |
SP |
$1K - $15K |
2022-08-15 |
3d
|
| 2022-06-15 |
BRBR
Bellring Brands, Inc.
|
Sell |
SP |
$1K - $15K |
2022-07-02 |
17d
|
| 2022-05-12 |
JPM
Jpmorgan Chase & Co
|
Sell |
— |
$1K - $15K |
2022-06-03 |
22d
|
| 2022-05-10 |
DHR
Danaher Corp /De/
|
Buy |
— |
$1K - $15K |
2022-06-03 |
24d
|
| 2022-05-04 |
JNJ
Johnson & Johnson
|
Sell |
— |
$1K - $15K |
2022-06-03 |
30d
|
| 2022-02-28 |
PYPL
PayPal Holdings, Inc.
|
Buy |
SP |
$1K - $15K |
2022-03-07 |
7d
|
| 2022-02-24 |
LMT
Lockheed Martin Corp
|
Sell |
SP |
$1K - $15K |
2022-03-07 |
11d
|
| 2022-02-10 |
LMT
Lockheed Martin Corp
|
Sell |
SP |
$1K - $15K |
2022-03-07 |
25d
|
| 2022-01-13 |
SBUX
Starbucks Corp
|
Buy |
SP |
$1K - $15K |
2022-02-08 |
26d
|
| 2022-01-13 |
LBRDA
Liberty Broadband Corp
|
Buy |
SP |
$1K - $15K |
2022-02-08 |
26d
|
| 2022-01-13 |
KEYS
Keysight Technologies, Inc.
|
Buy |
SP |
$1K - $15K |
2022-02-08 |
26d
|
| 2022-01-13 |
JEF
Jefferies Financial Group Inc.
|
Buy |
SP |
$1K - $15K |
2022-02-08 |
26d
|
| 2022-01-13 |
GPN
Global Payments Inc
|
Buy |
SP |
$1K - $15K |
2022-02-08 |
26d
|
| 2021-11-23 |
MA
Mastercard Inc
|
Buy |
SP |
$1K - $15K |
2021-12-07 |
14d
|
| 2021-11-23 |
V
Visa Inc.
|
Buy |
SP |
$1K - $15K |
2021-12-07 |
14d
|
| 2021-11-23 |
MA
Mastercard Inc
|
Buy |
SP |
$1K - $15K |
2021-12-07 |
14d
|
| 2021-11-16 |
GPN
Global Payments Inc
|
Buy |
SP |
$1K - $15K |
2021-12-07 |
21d
|
| 2021-11-11 |
MKL
Markel Group Inc.
|
Sell |
SP |
$1K - $15K |
2021-12-07 |
26d
|
