Jared Moskowitz
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 2026-06-23. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
-0.5% |
-0.8% |
+0.3% |
| 1 month |
+1.6% |
-0.4% |
+2.0% |
| 1 quarter |
+10.1% |
+13.6% |
-3.5% |
| Year to date |
+7.7% |
+9.5% |
-1.7% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-06-23). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
TSCO
Tractor Supply Co /De/
|
667 |
$19.9K |
1.2% |
|
NVDA
Nvidia Corp
|
425 |
$88.6K |
5.4% |
|
SO
Southern Co
|
398 |
$37.2K |
2.3% |
|
ADI
Analog Devices Inc
|
259 |
$115.3K |
7.0% |
|
TJX
Tjx Companies Inc /De/
|
257 |
$42.2K |
2.6% |
|
ATO
Atmos Energy Corp
|
251 |
$42.6K |
2.6% |
|
PEG
Public Service Enterprise Group Inc
|
245 |
$19.7K |
1.2% |
|
MRK
Merck & Co., Inc.
|
235 |
$27.1K |
1.6% |
|
RPM
Rpm International Inc/De/
|
229 |
$24.7K |
1.5% |
|
TMUS
T-Mobile US, Inc.
|
191 |
$34.4K |
2.1% |
|
ORCL
Oracle Corp
|
167 |
$29.2K |
1.8% |
|
PEP
Pepsico Inc
|
152 |
$21.4K |
1.3% |
|
BRO
Brown & Brown, Inc.
|
140 |
$8.1K |
0.5% |
|
AMZN
Amazon Com Inc
|
124 |
$28.9K |
1.8% |
|
JNJ
Johnson & Johnson
|
123 |
$28.5K |
1.7% |
|
CSCO
Cisco Systems, Inc.
|
118 |
$14.4K |
0.9% |
|
JPM
Jpmorgan Chase & Co
|
115 |
$38.2K |
2.3% |
|
MDLZ
Mondelez International, Inc.
|
115 |
$6.8K |
0.4% |
|
ITW
Illinois Tool Works Inc
|
111 |
$29.4K |
1.8% |
|
MCD
Mcdonalds Corp
|
111 |
$29.9K |
1.8% |
|
MNST
Monster Beverage Corp
|
108 |
$10.1K |
0.6% |
|
PANW
Palo Alto Networks Inc
|
99 |
$28.3K |
1.7% |
|
CB
Chubb Ltd
|
97 |
$31.4K |
1.9% |
|
LIN
Linde PLC
|
96 |
$49.5K |
3.0% |
|
ABBV
AbbVie Inc.
|
93 |
$21.3K |
1.3% |
|
TXN
Texas Instruments Inc
|
92 |
$30.6K |
1.9% |
|
AAPL
Apple Inc.
|
86 |
$25.6K |
1.6% |
|
SPGI
S&P Global Inc.
|
86 |
$35.1K |
2.1% |
|
CMI
Cummins Inc
|
82 |
$59.2K |
3.6% |
|
NEE
Nextera Energy Inc
|
78 |
$6.7K |
0.4% |
|
HD
Home Depot, Inc.
|
72 |
$23.5K |
1.4% |
|
LMT
Lockheed Martin Corp
|
72 |
$35.4K |
2.2% |
|
AMGN
Amgen Inc
|
67 |
$23.3K |
1.4% |
|
ELV
Elevance Health, Inc.
|
64 |
$25.2K |
1.5% |
|
V
Visa Inc.
|
59 |
$19.4K |
1.2% |
|
GILD
Gilead Sciences, Inc.
|
59 |
$7.3K |
0.4% |
|
SNA
Snap-on Inc
|
58 |
$22.8K |
1.4% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
57 |
$26.8K |
1.6% |
|
PG
PROCTER & GAMBLE Co
|
57 |
$8.4K |
0.5% |
|
LLY
ELI LILLY & Co
|
57 |
$62.4K |
3.8% |
|
GE
General Electric Co
|
56 |
$19.9K |
1.2% |
|
DELL
Dell Technologies Inc.
|
54 |
$22.4K |
1.4% |
|
GWW
W.W. Grainger, Inc.
|
52 |
$70.4K |
4.3% |
|
AXP
American Express Co
|
52 |
$17.5K |
1.1% |
|
MSFT
Microsoft Corp
|
48 |
$17.9K |
1.1% |
|
GD
General Dynamics Corp
|
46 |
$15.9K |
1.0% |
|
HON
Honeywell International Inc
|
46 |
$10.7K |
0.7% |
|
SYK
Stryker Corp
|
45 |
$13.8K |
0.8% |
|
COST
Costco Wholesale Corp /New
|
44 |
$41.9K |
2.5% |
|
ROP
Roper Technologies Inc
|
42 |
$13.6K |
0.8% |
|
ACN
Accenture plc
|
37 |
$4.7K |
0.3% |
|
META
Meta Platforms, Inc.
|
36 |
$20.4K |
1.2% |
|
MSI
Motorola Solutions, Inc.
|
36 |
$14.1K |
0.9% |
|
STE
STERIS plc
|
36 |
$7.2K |
0.4% |
|
MCK
Mckesson Corp
|
34 |
$25.4K |
1.5% |
|
GS
Goldman Sachs Group Inc
|
25 |
$27.6K |
1.7% |
|
HCA
HCA Healthcare, Inc.
|
21 |
$7.9K |
0.5% |
|
COR
Cencora, Inc.
|
19 |
$5.1K |
0.3% |
|
PH
Parker-Hannifin Corp
|
18 |
$17.1K |
1.0% |
|
FDS
Factset Research Systems Inc
|
18 |
$3.8K |
0.2% |
|
XOM
Exxon Mobil Corp
|
18 |
$2.4K |
0.2% |
|
ASML
Asml Holding NV
|
12 |
$23K |
1.4% |
|
SHW
Sherwin Williams Co
|
8 |
$2.5K |
0.2% |
|
CVX
Chevron Corp
|
4 |
$727 |
0.0% |
|
UNH
Unitedhealth Group Inc
|
4 |
$1.6K |
0.1% |
|
AOS
Smith A O Corp
|
3 |
$201 |
0.0% |
|
MA
Mastercard Inc
|
2 |
$1.1K |
0.1% |
|
WST
West Pharmaceutical Services Inc
|
1 |
$389 |
0.0% |
|
CARR
CARRIER GLOBAL Corp
|
0 |
$32 |
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)
$3.4M – $17.2M
Net worth band by reporting year
2023
2024
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2024 |
2025-08-13 |
$3.4M – $17.2M |
310 |
3 |
| 2023 |
2024-08-21 |
$2.5M – $15.8M |
332 |
3 |
Recent stock trades
Avg. disclosure lag
110.4 days
Filed past 45-day deadline
27%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-05-06 |
GILD
Gilead Sciences, Inc.
|
Buy |
DC |
$1K - $15K |
2026-06-19 |
44d
|
| 2026-05-06 |
COR
Cencora, Inc.
|
Sell |
DC |
$1K - $15K |
2026-06-19 |
44d
|
| 2026-03-31 |
QCOM
Qualcomm Inc/De
|
Sell |
— |
$15K - $50K |
2026-04-30 |
30d
|
| 2026-03-31 |
PH
Parker-Hannifin Corp
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
PANW
Palo Alto Networks Inc
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
MSI
Motorola Solutions, Inc.
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
MCD
Mcdonalds Corp
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
HD
Home Depot, Inc.
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
GD
General Dynamics Corp
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
GE
General Electric Co
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
CMI
Cummins Inc
|
Sell |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
CB
Chubb Ltd
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
COR
Cencora, Inc.
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
CAT
Caterpillar Inc
|
Sell |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
AVGO
Broadcom Inc.
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
ASML
Asml Holding NV
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
AXP
American Express Co
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-23 |
TSCO
Tractor Supply Co /De/
|
Sell |
DC |
$1K - $15K |
2026-04-30 |
38d
|
| 2026-03-23 |
TJX
Tjx Companies Inc /De/
|
Buy |
— |
$1K - $15K |
2026-04-30 |
38d
|
| 2026-03-23 |
CI
Cigna Group
|
Sell |
DC |
$1K - $15K |
2026-04-30 |
38d
|
| 2026-03-23 |
PH
Parker-Hannifin Corp
|
Buy |
DC |
$1K - $15K |
2026-04-30 |
38d
|
| 2026-03-23 |
PANW
Palo Alto Networks Inc
|
Buy |
DC |
$1K - $15K |
2026-04-30 |
38d
|
| 2026-03-23 |
ORCL
Oracle Corp
|
Sell |
DC |
$1K - $15K |
2026-04-30 |
38d
|
| 2026-03-23 |
MSI
Motorola Solutions, Inc.
|
Buy |
DC |
$1K - $15K |
2026-04-30 |
38d
|
| 2026-03-23 |
MNST
Monster Beverage Corp
|
Buy |
DC |
$1K - $15K |
2026-04-30 |
38d
|
