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 2026-07-08. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+0.4% |
-0.1% |
+0.4% |
| 1 month |
+3.2% |
+0.8% |
+2.3% |
| 1 quarter |
+10.7% |
+10.3% |
+0.5% |
| Year to date |
+11.7% |
+9.6% |
+2.1% |
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 |
|
CSCO
Cisco Systems, Inc.
|
599 |
$68.2K |
3.4% |
|
NVDA
Nvidia Corp
|
577 |
$113.6K |
5.7% |
|
SO
Southern Co
|
507 |
$48.8K |
2.5% |
|
TJX
Tjx Companies Inc /De/
|
326 |
$50.2K |
2.5% |
|
ADI
Analog Devices Inc
|
304 |
$117.3K |
5.9% |
|
DELL
Dell Technologies Inc.
|
272 |
$113.5K |
5.7% |
|
ATO
Atmos Energy Corp
|
251 |
$44.6K |
2.3% |
|
PEG
Public Service Enterprise Group Inc
|
245 |
$19.9K |
1.0% |
|
TMUS
T-Mobile US, Inc.
|
243 |
$44.9K |
2.3% |
|
MRK
Merck & Co., Inc.
|
236 |
$29.8K |
1.5% |
|
RPM
Rpm International Inc/De/
|
229 |
$24.8K |
1.3% |
|
MNST
Monster Beverage Corp
|
216 |
$20.6K |
1.0% |
|
AMZN
Amazon Com Inc
|
203 |
$49.3K |
2.5% |
|
JPM
Jpmorgan Chase & Co
|
156 |
$51.5K |
2.6% |
|
AXP
American Express Co
|
155 |
$54.1K |
2.7% |
|
PANW
Palo Alto Networks Inc
|
147 |
$47.3K |
2.4% |
|
ABBV
AbbVie Inc.
|
141 |
$35.6K |
1.8% |
|
JNJ
Johnson & Johnson
|
123 |
$32.9K |
1.7% |
|
GILD
Gilead Sciences, Inc.
|
117 |
$15.9K |
0.8% |
|
ITW
Illinois Tool Works Inc
|
111 |
$29.4K |
1.5% |
|
MCD
Mcdonalds Corp
|
111 |
$30.8K |
1.6% |
|
AMGN
Amgen Inc
|
97 |
$35.6K |
1.8% |
|
CB
Chubb Ltd
|
97 |
$34.3K |
1.7% |
|
LIN
Linde PLC
|
96 |
$51.6K |
2.6% |
|
SPGI
S&P Global Inc.
|
91 |
$39.4K |
2.0% |
|
AAPL
Apple Inc.
|
86 |
$27.1K |
1.4% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
86 |
$37.6K |
1.9% |
|
GE
General Electric Co
|
83 |
$30.5K |
1.5% |
|
CMI
Cummins Inc
|
82 |
$53.9K |
2.7% |
|
NEE
Nextera Energy Inc
|
79 |
$7K |
0.4% |
|
AVGO
Broadcom Inc.
|
74 |
$27.5K |
1.4% |
|
HD
Home Depot, Inc.
|
72 |
$24.2K |
1.2% |
|
LMT
Lockheed Martin Corp
|
72 |
$37.9K |
1.9% |
|
GD
General Dynamics Corp
|
69 |
$26K |
1.3% |
|
ELV
Elevance Health, Inc.
|
61 |
$25.4K |
1.3% |
|
V
Visa Inc.
|
59 |
$20.9K |
1.1% |
|
SNA
Snap-on Inc
|
58 |
$23.4K |
1.2% |
|
MCK
Mckesson Corp
|
57 |
$47K |
2.4% |
|
PG
PROCTER & GAMBLE Co
|
57 |
$8.5K |
0.4% |
|
LLY
ELI LILLY & Co
|
57 |
$69.9K |
3.5% |
|
MSI
Motorola Solutions, Inc.
|
53 |
$22.5K |
1.1% |
|
GWW
W.W. Grainger, Inc.
|
52 |
$71.2K |
3.6% |
|
MSFT
Microsoft Corp
|
48 |
$18.6K |
0.9% |
|
SYK
Stryker Corp
|
45 |
$14.8K |
0.8% |
|
HON
Honeywell International Inc
|
44 |
$9.8K |
0.5% |
|
COST
Costco Wholesale Corp /New
|
44 |
$41.7K |
2.1% |
|
HCA
HCA Healthcare, Inc.
|
42 |
$17.2K |
0.9% |
|
META
Meta Platforms, Inc.
|
36 |
$21.8K |
1.1% |
|
STE
STERIS plc
|
36 |
$7.5K |
0.4% |
|
PH
Parker-Hannifin Corp
|
27 |
$25K |
1.3% |
|
BRO
Brown & Brown, Inc.
|
20 |
$1.4K |
0.1% |
|
ROP
Roper Technologies Inc
|
19 |
$6.9K |
0.4% |
|
ASML
Asml Holding NV
|
18 |
$31.4K |
1.6% |
|
FDS
Factset Research Systems Inc
|
15 |
$3.9K |
0.2% |
|
GS
Goldman Sachs Group Inc
|
14 |
$14.2K |
0.7% |
|
ORCL
Oracle Corp
|
13 |
$1.8K |
0.1% |
|
COR
Cencora, Inc.
|
12 |
$3.7K |
0.2% |
|
CVX
Chevron Corp
|
4 |
$723 |
0.0% |
|
AOS
Smith A O Corp
|
3 |
$204 |
0.0% |
|
WST
West Pharmaceutical Services Inc
|
1 |
$421 |
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
99 days
Filed past 45-day deadline
23.5%
| 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
|
| 2026-05-06 |
GILD
Gilead Sciences, Inc.
|
Buy |
— |
$1K - $15K |
2026-06-19 |
44d
|
| 2026-05-06 |
COR
Cencora, Inc.
|
Sell |
— |
$1K - $15K |
2026-06-19 |
44d
|
| 2026-03-31 |
PH
Parker-Hannifin Corp
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
AXP
American Express Co
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
ASML
Asml Holding NV
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
AVGO
Broadcom 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 |
MCD
Mcdonalds Corp
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
QCOM
Qualcomm Inc/De
|
Sell |
— |
$15K - $50K |
2026-04-30 |
30d
|
| 2026-03-31 |
CAT
Caterpillar Inc
|
Sell |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
COR
Cencora, Inc.
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
CB
Chubb Ltd
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
CMI
Cummins Inc
|
Sell |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
GE
General Electric Co
|
Buy |
— |
$1K - $15K |
2026-04-30 |
30d
|
| 2026-03-31 |
HD
Home Depot, Inc.
|
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
|
| 2026-03-23 |
COR
Cencora, Inc.
|
Buy |
DC |
$1K - $15K |
2026-04-30 |
38d
|
| 2026-03-23 |
GE
General Electric Co
|
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 |
CI
Cigna Group
|
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 |
ACN
Accenture plc
|
Sell |
DC |
$1K - $15K |
2026-04-30 |
38d
|
