Dean Phillips
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 | -2.2% | -0.1% | -2.1% |
| 1 month | +2.5% | +0.8% | +1.6% |
| 1 quarter | +19.1% | +10.3% | +8.8% |
| Year to date | +22.8% | +9.6% | +13.2% |
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 |
|---|---|---|---|
| F | 2,445 | $33K | 0.7% |
| M | 2,163 | $49.1K | 1.1% |
| CMCSA | 1,886 | $44.2K | 1.0% |
| DXC | 1,581 | $15.1K | 0.3% |
| CNP | 1,514 | $66.7K | 1.5% |
| HBAN | 1,428 | $24.9K | 0.6% |
| PHG | 1,352 | $38.2K | 0.9% |
| KEY | 1,130 | $26.4K | 0.6% |
| SCHW | 1,062 | $108.3K | 2.4% |
| HRB | 988 | $39.3K | 0.9% |
| L | 951 | $109.6K | 2.5% |
| MOS | 921 | $19.4K | 0.4% |
| AAL | 844 | $14.5K | 0.3% |
| FLS | 786 | $56.1K | 1.3% |
| UAA | 747 | $4.8K | 0.1% |
| FITB | 706 | $39.4K | 0.9% |
| IRM | 702 | $81K | 1.8% |
| MGM | 696 | $32.4K | 0.7% |
| TSLA | 680 | $268K | 6.1% |
| MU | 643 | $603.4K | 13.6% |
| BEN | 619 | $21.3K | 0.5% |
| TFC | 614 | $30.5K | 0.7% |
| PGR | 613 | $142.9K | 3.2% |
| ANET | 575 | $104.2K | 2.4% |
| EMR | 562 | $77.6K | 1.8% |
| LUV | 479 | $23.7K | 0.5% |
| ABT | 473 | $45K | 1.0% |
| ETN | 471 | $186.2K | 4.2% |
| LNC | 455 | $17.6K | 0.4% |
| FMS | 432 | $10.5K | 0.2% |
| KHC | 432 | $10.9K | 0.3% |
| NTRS | 411 | $73.9K | 1.7% |
| DOW | 397 | $11.4K | 0.3% |
| ZION | 388 | $26.6K | 0.6% |
| NFLX | 386 | $29.4K | 0.7% |
| SPG | 379 | $83K | 1.9% |
| PFG | 378 | $41.8K | 0.9% |
| AIG | 372 | $29.6K | 0.7% |
| SEE | 367 | — | — |
| UL | 336 | $21.1K | 0.5% |
| RCL | 330 | $92.6K | 2.1% |
| NOW | 328 | $35.4K | 0.8% |
| MAS | 324 | $24.6K | 0.6% |
| CFG | 308 | $21.1K | 0.5% |
| AFL | 290 | $35.2K | 0.8% |
| KSS | 289 | $4.8K | 0.1% |
| KR | 287 | $17.1K | 0.4% |
| AMD | 287 | $148.4K | 3.4% |
| MS | 285 | $62.1K | 1.4% |
| BNY | 283 | $43.3K | 1.0% |
| BKNG | 270 | $49.1K | 1.1% |
| PWR | 263 | $172.8K | 3.9% |
| SYF | 256 | $19.4K | 0.4% |
| DLTR | 255 | $31.5K | 0.7% |
| MMM | 248 | $39.1K | 0.9% |
| ACGL | 231 | $23.7K | 0.5% |
| LYB | 226 | $12.6K | 0.3% |
| DD | 221 | $30.3K | 0.7% |
| BAX | 221 | $5K | 0.1% |
| TAP | 221 | $8.7K | 0.2% |
| AMZN | 220 | $53.6K | 1.2% |
| EMN | 218 | $14.6K | 0.3% |
| AAPL | 212 | $66.5K | 1.5% |
| LVS | 209 | $9.6K | 0.2% |
| NTAP | 207 | $34.3K | 0.8% |
| CSCO | 205 | $22.9K | 0.5% |
| ATO | 194 | $34.5K | 0.8% |
| VTR | 189 | $17.4K | 0.4% |
| INTC | 186 | $20.6K | 0.5% |
| SRE | 184 | $17.4K | 0.4% |
| GIS | 180 | $6.5K | 0.2% |
| MDLZ | 169 | $10.2K | 0.2% |
| OTIS | 144 | $10.6K | 0.2% |
| DTE | 131 | $19.9K | 0.5% |
| CTSH | 130 | $5.5K | 0.1% |
| PM | 116 | $21.6K | 0.5% |
| ES | 115 | $8.6K | 0.2% |
| GOOGL | 115 | $41.5K | 0.9% |
| UPS | 110 | $12.1K | 0.3% |
| MTB | 102 | $23.8K | 0.5% |
| EL | 100 | $8.2K | 0.2% |
| SJM | 95 | $10.7K | 0.2% |
| TRV | 93 | $31.5K | 0.7% |
| PPG | 88 | $10K | 0.2% |
| URI | 86 | $92.3K | 2.1% |
| KMB | 77 | $8.8K | 0.2% |
| TMUS | 76 | $14.1K | 0.3% |
| JPM | 76 | $25.1K | 0.6% |
| DLR | 71 | $12.5K | 0.3% |
| EA | 64 | $13.1K | 0.3% |
| CME | 62 | $15.1K | 0.3% |
| GS | 61 | $63.3K | 1.4% |
| ADSK | 58 | $12.4K | 0.3% |
| MSI | 56 | $23.7K | 0.5% |
| CAT | 53 | $50.4K | 1.1% |
| GPN | 48 | $3.5K | 0.1% |
| VRSN | 40 | $10.8K | 0.2% |
| VRTX | 34 | $17.7K | 0.4% |
| ROP | 21 | $7.8K | 0.2% |
| CB | 21 | $7.7K | 0.2% |
| CHTR | 18 | $2.5K | 0.1% |
| DGX | 9 | $1.8K | 0.0% |
| JKHY | 1 | $129 | 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)
$12.5M – $75.1M
Reporting year
2023
Disclosed assets
49
Disclosed liabilities
2
Net worth band by reporting year
2021
2022
2023
2024 — not e-filed
2025 — not e-filed
| Year | Filed | Net worth band |
|---|---|---|
| 2023 | 2024-08-13 | $12.5M – $75.1M |
| 2022 | 2023-08-12 | $14.5M – $68.2M |
| 2021 | 2022-08-13 | $12.2M – $77.4M |
Recent stock trades
Disclosed trades
273
Avg. disclosure lag
29.2 days
Filed past 45-day deadline
0.4%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2021-01-25 | HON | Sell | — | $1K - $15K | 2021-02-13 | 19d |
| 2021-01-21 | PCAR | Sell | — | $1K - $15K | 2021-02-13 | 23d |
| 2021-01-12 | FMS | Buy | — | $1K - $15K | 2021-02-13 | 32d |
| 2021-01-12 | BKNG | Sell | — | $1K - $15K | 2021-02-13 | 32d |
| 2021-01-12 | ACN | Sell | — | $1K - $15K | 2021-02-13 | 32d |
| 2021-01-11 | FMS | Buy | — | $1K - $15K | 2021-02-13 | 33d |
| 2021-01-11 | CB | Sell | — | $1K - $15K | 2021-02-13 | 33d |
| 2021-01-11 | ACN | Sell | — | $1K - $15K | 2021-02-13 | 33d |
| 2021-01-08 | CB | Sell | — | $1K - $15K | 2021-02-13 | 36d |
| 2021-01-08 | ACGL | Buy | — | $1K - $15K | 2021-02-13 | 36d |
| 2021-01-08 | ACN | Sell | — | $1K - $15K | 2021-02-13 | 36d |
| 2021-01-07 | ACN | Sell | — | $1K - $15K | 2021-02-13 | 37d |
| 2021-01-05 | TSLA | Buy | — | $1K - $15K | 2021-02-13 | 39d |
| 2021-01-05 | IRM | Buy | — | $1K - $15K | 2021-02-13 | 39d |
| 2021-01-05 | ES | Buy | — | $1K - $15K | 2021-02-13 | 39d |
| 2021-01-05 | DTE | Sell | — | $1K - $15K | 2021-02-13 | 39d |
| 2021-01-05 | T | Sell | — | $1K - $15K | 2021-02-13 | 39d |
| 2021-01-05 | AAL | Sell | — | $1K - $15K | 2021-02-13 | 39d |
| 2021-01-05 | ABT | Buy | — | $1K - $15K | 2021-02-13 | 39d |
| 2021-01-05 | ABT | Buy | — | $1K - $15K | 2022-08-13 | 585d late |
| 2020-12-18 | TSLA | Buy | — | $50K - $100K | 2021-01-09 | 22d |
| 2020-12-18 | VRTX | Buy | — | $1K - $15K | 2021-01-09 | 22d |
| 2020-12-18 | TDG | Sell | — | $1K - $15K | 2021-01-09 | 22d |
| 2020-12-18 | TSLA | Buy | — | $50K - $100K | 2021-01-09 | 22d |
| 2020-12-18 | SPG | Buy | — | $1K - $15K | 2021-01-09 | 22d |