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 2026-07-10. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
-1.7% |
+1.4% |
-3.1% |
| 1 month |
+5.1% |
+4.1% |
+1.0% |
| 1 quarter |
+4.6% |
+11.1% |
-6.5% |
| Year to date |
+0.9% |
+11.0% |
-10.2% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-10). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
SBUX
Starbucks Corp
|
598 |
$63.4K |
7.4% |
|
ORLY
O Reilly Automotive Inc
|
538 |
$46.4K |
5.5% |
|
V
Visa Inc.
|
494 |
$172.3K |
20.2% |
|
CHD
Church & Dwight Co Inc /De/
|
410 |
$39.5K |
4.6% |
|
PGR
Progressive Corp/Oh/
|
311 |
$71.7K |
8.4% |
|
POST
Post Holdings, Inc.
|
294 |
$25.4K |
3.0% |
|
MA
Mastercard Inc
|
289 |
$152.1K |
17.9% |
|
AMZN
Amazon Com Inc
|
281 |
$68.8K |
8.1% |
|
ACGL
Arch Capital Group Ltd.
|
241 |
$24.3K |
2.9% |
|
GPN
Global Payments Inc
|
185 |
$14.1K |
1.7% |
|
DHR
Danaher Corp /De/
|
147 |
$29.2K |
3.4% |
|
SYK
Stryker Corp
|
136 |
$44.8K |
5.3% |
|
KEYS
Keysight Technologies, Inc.
|
97 |
$31.2K |
3.7% |
|
AMT
American Tower Corp /Ma/
|
42 |
$7.2K |
0.8% |
|
AZO
Autozone Inc
|
20 |
$61.6K |
7.2% |
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
371.1 days
Filed past 45-day deadline
68.8%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2022-12-23 |
JEF
Jefferies Financial Group Inc.
|
Sell |
SP |
$1K - $15K |
2023-01-02 |
10d
|
| 2022-12-23 |
JEF
Jefferies Financial Group Inc.
|
Sell |
— |
$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 |
DHR
Danaher Corp /De/
|
Buy |
SP |
$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
|
| 2022-11-09 |
PYPL
PayPal Holdings, Inc.
|
Sell |
SP |
$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 |
SP |
$1K - $15K |
2022-09-16 |
8d
|
| 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
|
| 2022-05-12 |
JPM
Jpmorgan Chase & Co
|
Sell |
SP |
$1K - $15K |
2022-06-03 |
22d
|
| 2022-05-10 |
DHR
Danaher Corp /De/
|
Buy |
— |
$1K - $15K |
2022-06-03 |
24d
|
| 2022-05-10 |
DHR
Danaher Corp /De/
|
Buy |
SP |
$1K - $15K |
2022-06-03 |
24d
|
| 2022-05-04 |
JNJ
Johnson & Johnson
|
Sell |
— |
$1K - $15K |
2022-06-03 |
30d
|
| 2022-05-04 |
JNJ
Johnson & Johnson
|
Sell |
SP |
$1K - $15K |
2022-06-03 |
30d
|
| 2022-02-28 |
PYPL
PayPal Holdings, Inc.
|
Buy |
SP |
$1K - $15K |
2022-03-07 |
7d
|
| 2022-02-28 |
PYPL
PayPal Holdings, Inc.
|
Buy |
— |
$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 |
GPN
Global Payments 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
|