Robert B. Aderholt
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 | +6.5% | -0.1% | +6.5% |
| 1 month | +3.9% | +0.8% | +3.1% |
| 1 quarter | +21.2% | +10.3% | +10.9% |
| Year to date | +15.5% | +9.6% | +5.9% |
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 |
|---|---|---|---|
| AAPL | 50 | $15.6K | 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.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2024 | 2025-08-13 | $3.2M – $15.1M |
| 2023 | 2024-08-13 | $3.3M – $18.3M |
| 2022 | 2023-08-11 | $3.3M – $13.8M |
| 2021 | 2022-05-16 | $3.2M – $14.3M |