Mike Kelly
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 2026-07-07. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+1.6% |
+0.1% |
+1.5% |
| 1 month |
-29.5% |
+1.4% |
-30.9% |
| 1 quarter |
+9.5% |
+13.4% |
-3.9% |
| Year to date |
-28.2% |
+10.0% |
-38.1% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-07). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
CLF
Cleveland-Cliffs Inc.
|
3,298 |
$31.5K |
100.0% |
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)
$2.5M – $21.6M
Net worth band by reporting year
2023
2024
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2024 |
2025-08-09 |
$2.5M – $21.6M |
84 |
1 |
| 2023 |
2025-08-22 |
$1.7M – $17.3M |
97 |
1 |
Recent stock trades
Avg. disclosure lag
55 days
Filed past 45-day deadline
66.7%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-05-07 |
BMY
Bristol Myers Squibb Co
|
Sell |
SP |
$15K - $50K |
2026-06-11 |
35d
|
| 2026-05-07 |
CMCSA
Comcast Corp
|
Sell |
SP |
$1K - $15K |
2026-06-11 |
35d
|
| 2024-11-08 |
INTC
Intel Corp
|
Sell |
SP |
$1K - $15K |
2024-12-12 |
34d
|
| 2024-11-08 |
UNP
Union Pacific Corp
|
Sell |
SP |
$15K - $50K |
2024-12-12 |
34d
|
| 2024-04-12 |
CVX
Chevron Corp
|
Sell |
SP |
$1K - $15K |
2024-06-14 |
63d late
|
| 2024-04-12 |
META
Meta Platforms, Inc.
|
Sell |
SP |
$1K - $15K |
2024-06-14 |
63d late
|
| 2024-04-12 |
UNH
Unitedhealth Group Inc
|
Sell |
SP |
$1K - $15K |
2024-06-14 |
63d late
|
| 2024-04-12 |
VZ
Verizon Communications Inc
|
Sell |
SP |
$1K - $15K |
2024-06-14 |
63d late
|
| 2024-04-11 |
EW
Edwards Lifesciences Corp
|
Sell |
SP |
$1K - $15K |
2024-06-14 |
64d late
|
| 2024-04-11 |
T
At&T Inc.
|
Sell |
SP |
$1K - $15K |
2024-06-14 |
64d late
|
| 2024-04-11 |
USB
US Bancorp De
|
Sell |
SP |
$1K - $15K |
2024-06-14 |
64d late
|
| 2024-03-28 |
CLF
Cleveland-Cliffs Inc.
|
Buy |
SP |
$50K - $100K |
2024-06-14 |
78d late
|
