Christopher L. Jacobs
Representative
NY-27
2023 disclosure
Christopher L. Jacobs (NY-27) disclosed a net worth range between -$15M and $36.6M in their 2023 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
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)
-$15M – $36.6M
Rank by disclosed net worth
Reporting year
2023
Disclosed assets
276
Disclosed liabilities
15
Net worth band by reporting year
2021
2022 — not e-filed
2023
2024 — not e-filed
2025 — not e-filed
| Year | Filed | Net worth band |
|---|---|---|
| 2023 | 2023-11-14 | -$15M – $36.6M |
| 2021 | 2022-08-22 | -$4.5M – $49.9M |
Disclosed assets
The assets Christopher L. Jacobs itemised in their 2023 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
276
Total disclosed (band)
$12.5M – $44.3M
Showing the 100 largest of 276 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| Avalon Development, LLC | OL | — | $5M - $25M |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Lone Cascade | HE | — | $500K - $1M |
| US Bank CLJ MF Acct ⇒ Vanguard Total World Stock Index -VT | EF |
$5K - $15K
Dividends
|
$500K - $1M |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Archipelago Partners LP | HE |
$100K - $1M
Partnership Income
|
$250K - $500K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Engle Capital Partners, LP | HE |
$5K - $15K
Partnership Income
|
$250K - $500K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Lakewood Capital Partners | HE |
$15K - $50K
Partnership Income
|
$250K - $500K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Old Kings Capital | HE | — | $250K - $500K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Ftse Emerging Markets Index - VWO | EF |
$15K - $50K
Dividends
|
$250K - $500K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Inflation Protected Secs Ad - VAIPX | MF |
$15K - $50K
Dividends
|
$250K - $500K |
| US Bank CLJ MF Acct ⇒ Vanguard S&P 500 Etf - VOO | EF |
$5K - $15K
Dividends
|
$250K - $500K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ AG Realty Fund X | HE |
$15K - $50K
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Private Equity VI | HE |
$15K - $50K
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Alternate ⇒ First American Treasury Oblig FD CL Y (cash held) | BA |
$2.5K - $5K
Interest
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Brighton Park Capital Fund | HE |
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Davidson Kempner Fund V | HE |
$5K - $15K
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Himalaya Capital Investors, LP | HE |
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Apple Inc. (AAPL) | ST |
$1K - $2.5K
Capital Gains
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Constellation Brands, Inc. (STZ) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Home Depot, Inc. (HD) | ST |
$15K - $50K
Capital Gains, Dividends
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Microsoft Corporation (MSFT) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Artisan Intl Value Fund Ins - APHKX | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Intermediate Term ETF - VGIT | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Short Term Inflation ETF - VTIP | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Fund V | HE |
$5K - $15K
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Fund VI | HE |
$1K - $2.5K
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Kauffman Fund IV | HE |
$15K - $50K
Partnership Income
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Virtu Evergreen Fund LP | HE | — | $100K - $250K |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Thunder Bay Partners LP | HE | — | $100K - $250K |
| Gold Maple Leaf Coins | CO | — | $100K - $250K |
| US Bank CLJ MF Acct ⇒ Dodge & Cox International Stock Fund -DODFX | MF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| US Bank CLJ MF Acct ⇒ Fpa Crescent Portfolio Cl I - FPACX | MF |
$5K - $15K
Capital Gains, Dividends
|
$100K - $250K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ AG Realty Fund IX | HE |
$5K - $15K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Venture Partners IX | HE |
$15K - $50K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Venture Partners VII | HE |
$15K - $50K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Bain Capital RE Fund II-A | HE |
$1K - $2.5K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Coatue Opportunity Fund | HE |
$1 - $200
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Davidson Kempner Long Term Distressed Opportunities Fund III | HE |
$5K - $15K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Dedicated Tax 5.000 11/15/2029 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Nassau Cnty Ny Interim Fin Auth 4.000 11/15/2033 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y Go Bds Fiscal 5.000 10/01/2029 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers Income 5.000 02/15/2038 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ San Antonio Tx 0.00001% 8/15/38 | GS | — | $50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Triborough Brdg Tunl Auth Ny 5.000 05/15/2037 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Ironsides Co-Investment Fund VI | HE |
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Oak Hill Advisor | HE |
$15K - $50K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Operations ⇒ First American Treasury Oblig FD CL Y (cash held) | BA |
$2.5K - $5K
Interest
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Nike, Inc. (NKE) | ST |
$201 - $1K
Capital Gains
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ UnitedHealth Group Incorporated Common Stock (UNH) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Tres/Intl ⇒ Vanguard Ftse All World Ex US Index - VEU | MF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ TrueBridge Direct Fund II, LP | HE |
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Wheelock Real Estate Fund VI | HE |
$2.5K - $5K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ MGT CO LLC ⇒ Fidelity Intermediate Treasury Bond - FUAMX | MF |
$201 - $1K
Dividends
|
$50K - $100K |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ Aberdeen Venture Partners VI | HE |
$15K - $50K
Partnership Income
|
$50K - $100K |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ First American Treasury Oblig FD CL Y (cash held) | BA |
$5K - $15K
Interest
|
$50K - $100K |
| CL TRUST ⇒ LDJ TR ALT INV PART ⇒ MAP Heritage | HE |
$50K - $100K
Partnership Income
|
$50K - $100K |
| US Bank CLJ MF Acct ⇒ Ishares Msci Emerging Markets -EEM | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| US Bank CLJ Personal ⇒ US Bank - First American Treasury Oblig. (cash held) | BA |
$2.5K - $5K
Interest
|
$50K - $100K |
| Vanguard Roth IRA ⇒ Vanguard Total World Stock Index Admiral CL - VTWAX | MF |
Tax-Deferred
|
$50K - $100K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Global Partners | HE |
$5K - $15K
Partnership Income
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen International Partners II | HE |
$1K - $2.5K
Partnership Income
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Aberdeen Private Equity IV | HE |
$15K - $50K
Partnership Income
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Brighton Park Capital Fund II | HE |
$1 - $200
Partnership Income
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ California ST Ref Various Purpose 5.000 04/01/2032 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Dallas Ft Worth Tx Intl Arpt Rev -5.000 11/01/2039 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ District Columbia Go and Ref Bds E 5.000 06/01/2032 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ El Paso Tex Wtr & Swr Rev Impt Ref Bds 5.0000% 3/1/2033 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Iowa ST Spl Oblig Ref Bds 2019 A 5.000 06/01/2031 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Louisiana ST 5.000% 3/01/31 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Lower Colo Riv Auth Tex Transmission 5.000 05/15/2028 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Massachusetts ST Dev Fin Agy Rev Bds 5.000 10/01/2038 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Revenue 5.000 11/15/2030 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Met Transprtn Auth Ny Revenue Ref - 5.000 11/15/2029 | GS |
$201 - $1K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Monroe Cnty Ny Indl 5.000% 7/01/28 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York City Ny Transitional Fin 5.000 08/01/2034 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y City Mun Wtr Fin Auth 5.000 06/15/2030 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York N Y Go Bds 2021 C 5.000 08/01/2034 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Mun Wtr Fin Auth 5% 6/15/27 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Transitionalfin 5.000 07/15/2032 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny City Transitionalfin 5.000 11/01/2027 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York Ny Ser B1 5.000 12/01/2030 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers - 5.000 03/15/2032 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth ST Pers 5.000 03/15/2032 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ New York ST Dorm Auth Sales Tax Re Rev Bds 2017 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ North Carolina Mun Pwr Agy No 1 5.000 01/01/2030 | GS |
$201 - $1K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Port Auth Ny N J Consolidated Bds 5.000 07/15/2032 | GS |
$201 - $1K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Virginia ST Cmwlth Transprtn Brd 5.000 05/15/2031 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ GWK ⇒ Washington ST Motor Vehicle Fuel Tax 5.000 06/01/2034 | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ MAP Heritage Fund | HE |
$5K - $15K
Partnership Income
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AFLAC Incorporated (AFL) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Adobe Inc. (ADBE) | ST | — | $15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Allstate Corporation (ALL) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Alphabet Inc. - Class A (GOOGL) | ST | — | $15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST | — | $15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Amazon.com, Inc. (AMZN) | ST | — | $15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ American Express Company (AXP) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ AmerisourceBergen Corporation (ABC) | ST |
$201 - $1K
Capital Gains
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Asbury Automotive Group Inc (ABG) | ST | — | $15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Booking Holdings Inc. (BKNG) | ST | — | $15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ CSX Corporation (CSX) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| CL TRUST ⇒ LDJ FAM INV LLC ⇒ Parametric ⇒ Charter Communications, Inc. - Class A (CHTR) | ST | — | $15K - $50K |
Disclosed liabilities
The liabilities itemised in the 2023 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
15
Total disclosed (band)
$7.7M – $27.5M
| Description | Amount owed |
|---|---|
| Commercial Mortgage - Avalon Development, LLC (Chemung Canal Trust Company) | $1M - $5M |
| Commercial Mortgage - Avalon Development, LLC (KeyBank) | $1M - $5M |
| Commercial Mortgage - Avalon Development, LLC (KeyBank) | $1M - $5M |
| Commercial Mortgage - Avalon Development, LLC (TriState) | $1M - $5M |
| Commercial Mortgage - Avalon Development, LLC (Evan's Bank) | $500K - $1M |
| Commercial Mortgage - Avalon Development, LLC (Five Star) | $500K - $1M |
| Commercial Mortgage - Avalon Development, LLC (Five Star) | $500K - $1M |
| Commercial Mortgage - Avalon Development, LLC (KeyBank) | $500K - $1M |
| Commercial Mortgage - Avalon Development, LLC (Nextier) | $500K - $1M |
| Commercial Mortgage - Avalon Development, LLC (Northwest Savings) | $250K - $500K |
| Commercial Mortgage - Avalon Development, LLC (Northwest Savings) | $250K - $500K |
| Commercial Mortgage - Avalon Development, LLC (S&T Bank) | $250K - $500K |
| Line of Credit (LOC) (US Bank) | $250K - $500K |
| Commercial Line of Credit (LOC) - Avalon Development, LLC (KeyBank) | $100K - $250K |
| Mortgage - Personal Residence (M&T Bank) | $100K - $250K |
Recent stock trades
Disclosed trades
291
Avg. disclosure lag
43.9 days
Filed past 45-day deadline
25.1%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2022-12-12 | BORR Borr Drilling Limited Common Shares (BORR) | Buy | — | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | CRGY ST · Crescent Energy Company Class A (CRGY) F S: New | Sell | — | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | JPM ST · JP Morgan Chase & Co. (JPM) | Sell | — | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | PCVX ST · Vaxcyte, Inc. (PCVX) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | UEC ST · Uranium Energy Corp. (UEC) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | TSLA ST · Tesla, Inc. (TSLA) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | TELL ST · Tellurian Inc. (TELL) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | SWTX ST · SpringWorks Therapeutics, Inc. - common stock (SWTX) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | RLMD ST · Relmada Therapeutics, Inc. (RLMD) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | PXD ST · Pioneer Natural Resources Company (PXD) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | DOC ST · Physicians Realty Trust Common Shares of Beneficial Interest (DOC) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | PFE ST · Pfizer, Inc. (PFE) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | PR ST · Permian Resources Corporation Class A (PR) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | NTST ST · NetSTREIT Corp. (NTST) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | NESR ST · National Energy Services Reunited Corp. - Ordinary Shares (NESR) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | META ST · Meta Platforms, Inc. - Class A (META) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | KURA ST · Kura Oncology, Inc. (KURA) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | KRYS ST · Krystal Biotech, Inc. (KRYS) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | KALV ST · KalVista Pharmaceuticals, Inc. (KALV) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | JPM ST · JP Morgan Chase & Co. (JPM) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | INSWV ST · International Seaways, Inc. Common Stock When Issued (INSW.V) | Buy | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | NOTV ST · Inotiv, Inc. (NOTV) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | HD ST · Home Depot, Inc. (HD) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | HP ST · Helmerich & Payne, Inc. (HP) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
| 2022-12-12 | HLX ST · Helix Energy Solutions Group, Inc. (HLX) | Sell | — CL TRUST > LDJ FAM INV LLC > Parametric | $1K - $15K | 2023-01-20 | 39d |
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 2026-09-04. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-04). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
12 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| NAT | 16,667 | $120.8K | 11.5% |
| OCGN | 11,789 | $16K | 1.5% |
| GEVO | 9,911 | $16.3K | 1.6% |
| RC | 5,783 | $10.1K | 1.0% |
| RWT | 4,801 | $21.7K | 2.1% |
| MAC | 3,619 | $84.1K | 8.0% |
| FNB | 2,979 | $55.6K | 5.3% |
| NWBI | 2,586 | $40.4K | 3.9% |
| BORR | 1,891 | $8.6K | 0.8% |
| OCFC | 1,706 | $33.1K | 3.2% |
| SBRA | 1,678 | $34.9K | 3.3% |
| AXSM | 1,495 | $309K | 29.4% |
| FHN | 1,473 | $36.7K | 3.5% |
| KRG | 1,407 | $36.5K | 3.5% |
| FLNA | 1,066 | $873 | 0.1% |
| AROC | 957 | $31.3K | 3.0% |
| UBSI | 704 | $33.6K | 3.2% |
| AGNC | 664 | $7.1K | 0.7% |
| COGT | 661 | $23K | 2.2% |
| KURA | 607 | $8K | 0.8% |
| CMTG | 459 | $743 | 0.1% |
| ASB | 437 | $13.6K | 1.3% |
| NTST | 415 | $8.3K | 0.8% |
| GNK | 394 | $10.9K | 1.0% |
| IIPR | 298 | $17.1K | 1.6% |
| AMLX | 238 | $8.1K | 0.8% |
| FLNG | 231 | $7.3K | 0.7% |
| KRYS | 112 | $39.9K | 3.8% |
| CHRD | 60 | $8.8K | 0.8% |
| JPM | 19 | $6.8K | 0.6% |
| AR | 6 | $248 | 0.0% |