Valerie Hoyle
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 2026-06-26. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -1.1% | -2.4% | +1.3% |
| 1 month | +0.1% | -2.9% | +3.0% |
| 1 quarter | +16.6% | +13.0% | +3.6% |
| Year to date | +14.0% | +7.2% | +6.8% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-26). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| SNAP | 690 | $3K | 0.8% |
| BAC | 219 | $12.7K | 3.3% |
| KNX | 183 | $14K | 3.7% |
| BMY | 162 | $9.3K | 2.5% |
| WFC | 137 | $11.5K | 3.0% |
| CNC | 132 | $8.7K | 2.3% |
| NFLX | 120 | $8.9K | 2.3% |
| EIX | 103 | $7.8K | 2.1% |
| CF | 102 | $10.8K | 2.8% |
| CVS | 86 | $9K | 2.4% |
| AMZN | 81 | $18.8K | 4.9% |
| NVO | 76 | $3.7K | 1.0% |
| ANET | 75 | $11.8K | 3.1% |
| VRT | 70 | $21.4K | 5.6% |
| KKR | 70 | $6.3K | 1.7% |
| MSFT | 66 | $24.4K | 6.4% |
| TSM | 60 | $25.9K | 6.8% |
| CRWV | 57 | $5.5K | 1.5% |
| GDDY | 55 | $4.7K | 1.2% |
| APH | 53 | $8.8K | 2.3% |
| GSK | 49 | $2.6K | 0.7% |
| NVDA | 43 | $8.3K | 2.2% |
| DHR | 33 | $6.5K | 1.7% |
| NTR | 32 | $1.9K | 0.5% |
| JCI | 29 | $4K | 1.0% |
| CSCO | 28 | $3.2K | 0.9% |
| TYL | 27 | $8K | 2.1% |
| USFD | 26 | $2.6K | 0.7% |
| MU | 26 | $29.6K | 7.8% |
| IMO | 26 | $2.9K | 0.8% |
| ORLY | 25 | $2.2K | 0.6% |
| GEN | 24 | $588 | 0.2% |
| GILD | 24 | $3.1K | 0.8% |
| CCEP | 20 | $2.1K | 0.6% |
| GE | 20 | $7.4K | 2.0% |
| NGG | 17 | $1.4K | 0.4% |
| SHEL | 16 | $1.2K | 0.3% |
| BNY | 16 | $2.2K | 0.6% |
| BA | 15 | $3.3K | 0.9% |
| GEV | 14 | $14.9K | 3.9% |
| DIS | 13 | $1.3K | 0.3% |
| BSX | 13 | $562 | 0.2% |
| USB | 10 | $591 | 0.2% |
| PNR | 9 | $667 | 0.2% |
| LEN | 8 | $779 | 0.2% |
| SO | 7 | $660 | 0.2% |
| JNJ | 6 | $1.6K | 0.4% |
| CDNS | 6 | $2.4K | 0.6% |
| KO | 6 | $483 | 0.1% |
| AME | 5 | $1.3K | 0.3% |
| PWR | 5 | $3.4K | 0.9% |
| V | 5 | $1.7K | 0.4% |
| COF | 5 | $948 | 0.3% |
| PNC | 5 | $1.1K | 0.3% |
| WTW | 4 | $1.1K | 0.3% |
| ARES | 4 | $447 | 0.1% |
| NOW | 4 | $381 | 0.1% |
| TRV | 4 | $1.2K | 0.3% |
| SPOT | 4 | $1.6K | 0.4% |
| BX | 3 | $399 | 0.1% |
| ROST | 3 | $702 | 0.2% |
| HLT | 3 | $1.1K | 0.3% |
| SAP | 3 | $489 | 0.1% |
| COP | 3 | $317 | 0.1% |
| DE | 3 | $1.8K | 0.5% |
| URI | 3 | $2.9K | 0.8% |
| NOC | 2 | $1.2K | 0.3% |
| TMO | 2 | $1.2K | 0.3% |
| MTB | 2 | $521 | 0.1% |
| AJG | 2 | $454 | 0.1% |
| MA | 2 | $918 | 0.2% |
| ETN | 2 | $703 | 0.2% |
| AZN | 2 | $315 | 0.1% |
| NXPI | 2 | $436 | 0.1% |
| HIG | 1 | $190 | 0.1% |
| PANW | 1 | $398 | 0.1% |
| BLK | 1 | $1.2K | 0.3% |
| KLAC | 1 | $283 | 0.1% |
| CCK | 1 | $103 | 0.0% |
| TT | 1 | $443 | 0.1% |
| MELI | 1 | $1.4K | 0.4% |
| VMC | 1 | $247 | 0.1% |
| MLM | 1 | $482 | 0.1% |
| NTRS | 1 | $128 | 0.0% |
| MCO | 1 | $326 | 0.1% |
| AZO | 1 | $2.1K | 0.6% |
| MSI | 1 | $257 | 0.1% |
| COST | 1 | $561 | 0.2% |
| XOM | 0 | $65 | 0.0% |
| SPGI | 0 | $184 | 0.1% |
| LIN | 0 | $210 | 0.1% |
| BKNG | 0 | $67 | 0.0% |
| ASML | 0 | $518 | 0.1% |
| APO | 0 | $33 | 0.0% |
| TDG | 0 | $320 | 0.1% |
| LOW | 0 | $19 | 0.0% |
| MAR | 0 | $20 | 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)
$98K – $1.3M
Reporting year
2025
Disclosed assets
27
Disclosed liabilities
4
Net worth band by reporting year
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-15 | $98K – $1.3M |
| 2024 | 2025-09-12 | $32.2K – $2.7M |
| 2023 | 2024-08-13 | -$270K – $835K |
| 2022 | 2024-08-13 | -$317K – $740K |
Recent stock trades
Disclosed trades
379
Avg. disclosure lag
145.3 days
Filed past 45-day deadline
56.2%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-09-23 | WAB | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | URI | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | MS | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | MCK | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | HRB | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | CVS | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | GOOGL | Sell | SP | $15K - $50K | 2025-10-10 | 17d |
| 2025-09-23 | AMZN | Sell | SP | $15K - $50K | 2025-10-10 | 17d |
| 2025-09-23 | DOX | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | APH | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | APO | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | AAPL | Sell | SP | $15K - $50K | 2025-10-10 | 17d |
| 2025-09-23 | APP | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | ARES | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | ANET | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | AJG | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | AZN | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | AZO | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | BAC | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | BLK | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | BA | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | BKNG | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | BSX | Sell | SP | $1K - $15K | 2025-10-10 | 17d |
| 2025-09-23 | AVGO | Sell | SP | $15K - $50K | 2025-10-10 | 17d |
| 2025-09-23 | BRO | Sell | SP | $1K - $15K | 2025-10-10 | 17d |