Julie Johnson
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 2026-08-03. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +1.0% | +2.5% | -1.5% |
| 1 month | +6.4% | +1.7% | +4.7% |
| 1 quarter | +13.1% | +5.1% | +7.9% |
| Year to date | +8.2% | +11.4% | -3.2% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-08-03). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| DOW | 215 | $6.4K | 5.7% |
| MMM | 173 | $30.7K | 27.2% |
| BNY | 138 | $21.6K | 19.1% |
| DG | 119 | $15.2K | 13.5% |
| F | 95 | $1.4K | 1.2% |
| COF | 66 | $14.3K | 12.7% |
| CRL | 46 | $10.6K | 9.4% |
| PLTR | 32 | $4.1K | 3.6% |
| SMCI | 30 | $856 | 0.8% |
| EIX | 17 | $1.2K | 1.1% |
| HAS | 16 | $1.4K | 1.3% |
| ES | 15 | $1.1K | 1.0% |
| DLTR | 8 | $976 | 0.9% |
| HSY | 6 | $1.1K | 1.0% |
| SBAC | 5 | $821 | 0.7% |
| BA | 4 | $938 | 0.8% |
| FCX | 1 | $60 | 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.
No Electronic Disclosures
No electronically filed annual financial disclosure is available for this member yet.
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-05-12 | ABT | Sell | JT | $1K - $15K | 2026-06-12 | 31d |
| 2026-05-12 | ACN | Sell | JT | $1K - $15K | 2026-06-12 | 31d |
| 2025-12-18 | BNY | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | ABT | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | APD | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | AXP | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | ADI | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | AJG | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | BAC | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | BMY | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | COF | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | CARR | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | CVX | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | CME | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | CMS | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | CMCSA | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | DHR | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | DE | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | DOV | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | ETN | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | LLY | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | EOG | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | FIS | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | GD | Sell | JT | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | IBM | Sell | JT | $1K - $15K | 2026-01-15 | 28d |