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 2026-07-10. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
-1.1% |
+1.4% |
-2.5% |
| 1 month |
+3.1% |
+4.1% |
-1.0% |
| 1 quarter |
+4.9% |
+11.1% |
-6.2% |
| Year to date |
+8.1% |
+11.0% |
-2.9% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-10). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
O
Realty Income Corp
|
1,235 |
$78.2K |
25.9% |
|
CAG
Conagra Brands Inc.
|
781 |
$10.8K |
3.6% |
|
FSK
FS KKR Capital Corp
|
718 |
$7.8K |
2.6% |
|
HBAN
Huntington Bancshares Inc /Md/
|
632 |
$11.3K |
3.7% |
|
WPC
W. P. Carey Inc.
|
500 |
$35.8K |
11.9% |
|
SWK
Stanley Black & Decker, Inc.
|
399 |
$35.2K |
11.6% |
|
T
At&T Inc.
|
367 |
$7.7K |
2.6% |
|
KHC
Kraft Heinz Co
|
340 |
$8.4K |
2.8% |
|
STAG
STAG Industrial, Inc.
|
324 |
$12.6K |
4.2% |
|
TFC
Truist Financial Corp
|
295 |
$15.3K |
5.1% |
|
AEP
American Electric Power Co Inc
|
238 |
$32.3K |
10.7% |
|
VZ
Verizon Communications Inc
|
199 |
$8.4K |
2.8% |
|
SPG
Simon Property Group Inc.
|
84 |
$18.4K |
6.1% |
|
IBM
International Business Machines Corp
|
70 |
$20.1K |
6.6% |
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)
$4.3M – $11.9M
Net worth band by reporting year
2020
2021
2022
2023
2024
2025
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2025 |
2026-05-14 |
$4.3M – $11.9M |
206 |
0 |
| 2024 |
2025-05-15 |
$3.5M – $10.7M |
232 |
0 |
| 2023 |
2024-05-15 |
$3.3M – $10.2M |
237 |
0 |
| 2022 |
2023-05-15 |
$3M – $9.6M |
228 |
0 |
| 2021 |
2023-05-03 |
$3.2M – $10.1M |
225 |
0 |
| 2020 |
2021-05-17 |
$2.8M – $9.3M |
225 |
0 |
Recent stock trades
Avg. disclosure lag
30.2 days
Filed past 45-day deadline
6.3%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-06-29 |
T
At&T Inc.
|
Buy |
Self |
$1K - $15K |
2026-07-02 |
3d
|
| 2026-05-21 |
KHC
Kraft Heinz Co
|
Buy |
Self |
$1K - $15K |
2026-06-11 |
21d
|
| 2026-04-23 |
CTVA
Corteva, Inc.
|
Sell |
Self |
$15K - $50K |
2026-05-11 |
18d
|
| 2026-01-12 |
WPC
W. P. Carey Inc.
|
Buy |
Self |
$15K - $50K |
2026-01-20 |
8d
|
| 2026-01-12 |
SWK
Stanley Black & Decker, Inc.
|
Buy |
Self |
$15K - $50K |
2026-01-20 |
8d
|
| 2025-12-12 |
INTC
Intel Corp
|
Sell |
Spouse |
$15K - $50K |
2026-01-07 |
26d
|
| 2025-12-12 |
VZ
Verizon Communications Inc
|
Buy |
Self |
$1K - $15K |
2026-01-07 |
26d
|
| 2025-11-14 |
CAG
Conagra Brands Inc.
|
Buy |
Self |
$1K - $15K |
2025-12-04 |
20d
|
| 2025-07-10 |
OGN
Organon & Co.
|
Sell |
Self |
$1K - $15K |
2025-11-24 |
137d late
|
| 2024-10-31 |
LEG
Leggett & Platt Inc
|
Sell |
Self |
$1K - $15K |
2024-11-14 |
14d
|
| 2024-10-31 |
LW
Lamb Weston Holdings, Inc.
|
Sell |
Self |
$1K - $15K |
2024-11-14 |
14d
|
| 2024-10-17 |
IVZ
Invesco Ltd.
|
Sell |
Self |
$1K - $15K |
2024-11-14 |
28d
|
| 2024-07-17 |
OTIS
Otis Worldwide Corp
|
Sell |
Self |
$1K - $15K |
2024-08-05 |
19d
|
| 2024-05-14 |
SOLV
Solventum Corp
|
Sell |
Self |
$1K - $15K |
2024-05-23 |
9d
|
| 2024-05-14 |
CCL
Carnival Corp Ltd.
|
Sell |
Self |
$1K - $15K |
2024-05-23 |
9d
|
| 2024-05-14 |
SLB
Slb Limited/Nv
|
Sell |
Self |
$1K - $15K |
2024-05-23 |
9d
|
| 2024-05-14 |
IFF
International Flavors & Fragrances Inc
|
Sell |
Self |
$15K - $50K |
2024-05-23 |
9d
|
| 2023-12-28 |
D
Dominion Energy, Inc
|
Sell |
Self |
$1K - $15K |
2024-01-25 |
28d
|
| 2023-06-06 |
IFF
International Flavors & Fragrances Inc
|
Buy |
Self |
$1K - $15K |
2023-06-30 |
24d
|
| 2023-03-14 |
TFC
Truist Financial Corp
|
Buy |
Self |
$1K - $15K |
2023-04-12 |
29d
|
| 2023-03-14 |
O
Realty Income Corp
|
Buy |
Self |
$15K - $50K |
2023-04-12 |
29d
|
| 2023-03-13 |
NUE
Nucor Corp
|
Sell |
Self |
$50K - $100K |
2023-04-12 |
30d
|
| 2022-12-12 |
WBD
Warner Bros. Discovery, Inc.
|
Sell |
Self |
$1K - $15K |
2023-01-10 |
29d
|
| 2022-01-03 |
IBM
International Business Machines Corp
|
Buy |
Self |
$1K - $15K |
2022-01-08 |
5d
|
| 2021-12-07 |
HBAN
Huntington Bancshares Inc /Md/
|
Buy |
Self |
$1K - $15K |
2022-01-08 |
32d
|
