Ron Estes
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 2026-06-29. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +3.9% | -2.1% | +6.0% |
| 1 month | +0.3% | -3.6% | +4.0% |
| 1 quarter | -1.3% | +15.0% | -16.3% |
| Year to date | +22.3% | +7.2% | +15.2% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-29). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
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 | 2025-08-11 | $85K – $1.2M |
| 2023 | 2024-08-07 | $21K – $932K |
| 2022 | 2023-08-03 | $353K – $1.7M |
| 2021 | 2022-08-12 | $433K – $2.1M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2022-09-27 | MRVL | Sell | — | $1K - $15K | 2022-09-30 | 3d |
| 2022-07-19 | CVX | Sell | — | $1K - $15K | 2022-08-01 | 13d |
| 2022-07-12 | VZ | Sell | — | $1K - $15K | 2022-08-01 | 20d |
| 2022-07-05 | WFC | Sell | — | $1K - $15K | 2022-08-01 | 27d |
| 2022-05-31 | HON | Sell | JT | $15K - $50K | 2022-06-03 | 3d |
| 2022-03-04 | HON | Buy | — | $15K - $50K | 2022-03-09 | 5d |
| 2022-02-16 | VZ | Buy | — | $1K - $15K | 2022-03-09 | 21d |
| 2022-02-16 | WFC | Buy | — | $1K - $15K | 2022-03-09 | 21d |
| 2022-02-10 | CVX | Buy | — | $1K - $15K | 2022-03-09 | 27d |
| 2022-02-10 | MRVL | Buy | — | $1K - $15K | 2022-03-09 | 27d |