Thomas R Carper
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 2026-06-19. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -0.2% | +1.2% | -1.3% |
| 1 month | +3.5% | +2.3% | +1.3% |
| 1 quarter | +12.0% | +14.0% | -2.0% |
| Year to date | +24.0% | +10.3% | +13.7% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-19). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| CEF | 2,061 | $92.8K | 7.4% |
| FPI | 1,546 | $15.2K | 1.2% |
| BSM | 1,416 | $19.6K | 1.6% |
| LDP | 1,400 | $29.2K | 2.3% |
| ERIC | 791 | $9.3K | 0.7% |
| FLNG | 762 | $23K | 1.8% |
| GLPI | 660 | $30.8K | 2.5% |
| AES | 514 | $7.5K | 0.6% |
| GLW | 511 | $99.7K | 8.0% |
| BMY | 479 | $25.7K | 2.1% |
| VZ | 423 | $19.4K | 1.6% |
| CVS | 410 | $41.3K | 3.3% |
| CWEN | 368 | $13.9K | 1.1% |
| GOLD | 367 | $16K | 1.3% |
| BMN | 362 | $9.4K | 0.8% |
| PFE | 334 | $8.7K | 0.7% |
| NVO | 307 | $13.3K | 1.1% |
| PAAS | 285 | $14.8K | 1.2% |
| SQM | 278 | $23.1K | 1.9% |
| ENB | 258 | $14.4K | 1.2% |
| ACIW | 249 | $11.2K | 0.9% |
| SWKS | 231 | $16.5K | 1.3% |
| MGM | 225 | $10.6K | 0.9% |
| GMAB | 219 | $5.4K | 0.4% |
| NTLA | 218 | $3.2K | 0.3% |
| RIO | 212 | $22.4K | 1.8% |
| FTNT | 198 | $28.6K | 2.3% |
| PAGS | 194 | $1.7K | 0.1% |
| D | 178 | $12.2K | 1.0% |
| RAMP | 169 | $6.4K | 0.5% |
| FMC | 159 | $1.8K | 0.2% |
| NTR | 157 | $10.3K | 0.8% |
| NTAP | 139 | $22.4K | 1.8% |
| BHP | 138 | $12.8K | 1.0% |
| OXY | 129 | $6.9K | 0.6% |
| NEE | 128 | $11K | 0.9% |
| BAH | 123 | $9.1K | 0.7% |
| TGT | 118 | $15.7K | 1.3% |
| DELL | 111 | $44.9K | 3.6% |
| JPM | 107 | $35.3K | 2.8% |
| CME | 95 | $23.5K | 1.9% |
| LITE | 92 | $80.7K | 6.5% |
| VLO | 89 | $21K | 1.7% |
| MET | 88 | $7.5K | 0.6% |
| NVS | 87 | $13.1K | 1.1% |
| VIAV | 84 | $4K | 0.3% |
| V | 79 | $25.9K | 2.1% |
| ABBV | 78 | $16.9K | 1.4% |
| PEP | 78 | $11K | 0.9% |
| JCI | 77 | $11.2K | 0.9% |
| AMT | 75 | $13.5K | 1.1% |
| KMB | 72 | $7.5K | 0.6% |
| EMR | 72 | $10.7K | 0.9% |
| FNF | 62 | $3K | 0.2% |
| BRKR | 62 | $3.4K | 0.3% |
| C | 56 | $8K | 0.6% |
| DGX | 55 | $11.1K | 0.9% |
| WM | 55 | $12.1K | 1.0% |
| JNJ | 54 | $12.4K | 1.0% |
| DLR | 50 | $9.5K | 0.8% |
| SBUX | 46 | $4.7K | 0.4% |
| TT | 44 | $21K | 1.7% |
| DIS | 43 | $4.3K | 0.4% |
| PYPL | 37 | $1.6K | 0.1% |
| SNPS | 37 | $16.4K | 1.3% |
| TSLA | 35 | $13.8K | 1.1% |
| ARE | 31 | $1.6K | 0.1% |
| ROK | 29 | $13.3K | 1.1% |
| LHX | 28 | $8.6K | 0.7% |
| FAST | 26 | $1.2K | 0.1% |
| AGX | 24 | $16.8K | 1.4% |
| SNOW | 24 | $5.5K | 0.4% |
| APO | 20 | $2.7K | 0.2% |
| KEYS | 18 | $6.5K | 0.5% |
| ATKR | 16 | $1.3K | 0.1% |
| DDOG | 13 | $2.9K | 0.2% |
| ABT | 9 | $828 | 0.1% |
| HQL | 6 | $107 | 0.0% |
| TSN | 6 | $326 | 0.0% |
| LMT | 4 | $2K | 0.2% |
| TMO | 3 | $1.3K | 0.1% |
| CRWD | 0 | $249 | 0.0% |
| COR | 0 | $82 | 0.0% |
| VSH | 0 | $16 | 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.
No Electronic Disclosures
No electronically filed annual financial disclosure is available for this member yet.
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2024-05-22 | TGT | Buy | Spouse | $1K - $15K | 2024-06-03 | 12d |
| 2024-05-09 | ATKR | Sell | Spouse | $1K - $15K | 2024-06-03 | 25d |
| 2024-05-09 | TTE | Sell | Spouse | $1K - $15K | 2024-06-03 | 25d |
| 2024-05-09 | SBUX | Sell | Spouse | $1K - $15K | 2024-06-03 | 25d |
| 2024-05-09 | EMR | Buy | Spouse | $1K - $15K | 2024-06-03 | 25d |
| 2024-05-09 | OXY | Buy | Spouse | $1K - $15K | 2024-06-03 | 25d |
| 2024-04-11 | VLO | Sell | Spouse | $1K - $15K | 2024-04-30 | 19d |
| 2024-04-11 | ENB | Buy | Spouse | $1K - $15K | 2024-04-30 | 19d |
| 2024-03-28 | D | Buy | Spouse | $1K - $15K | 2024-03-29 | 1d |
| 2024-03-28 | MOS | Sell | Spouse | $1K - $15K | 2024-03-29 | 1d |
| 2024-03-28 | NTR | Buy | Spouse | $1K - $15K | 2024-03-29 | 1d |
| 2024-03-21 | INOD | Sell | Spouse | $1K - $15K | 2024-03-29 | 8d |
| 2024-03-21 | SOFI | Sell | Spouse | $1K - $15K | 2024-03-29 | 8d |
| 2024-03-13 | SQM | Buy | Spouse | $1K - $15K | 2024-03-29 | 16d |
| 2024-03-07 | NVDA | Buy | Spouse | $1K - $15K | 2024-03-29 | 22d |
| 2024-03-07 | AAPL | Sell | Spouse | $1K - $15K | 2024-03-29 | 22d |
| 2024-02-16 | TGT | Buy | Spouse | $1K - $15K | 2024-03-04 | 17d |
| 2024-02-16 | EQNR | Sell | Spouse | $1K - $15K | 2024-03-04 | 17d |
| 2024-01-17 | AES | Buy | Spouse | $1K - $15K | 2024-02-02 | 16d |
| 2024-01-17 | TTE | Sell | Spouse | $1K - $15K | 2024-02-02 | 16d |
| 2024-01-17 | SBUX | Buy | Spouse | $1K - $15K | 2024-02-02 | 16d |
| 2024-01-17 | VLO | Buy | Spouse | $1K - $15K | 2024-02-02 | 16d |
| 2024-01-17 | MET | Sell | Spouse | $1K - $15K | 2024-02-02 | 16d |
| 2024-01-17 | CME | Buy | Spouse | $1K - $15K | 2024-02-02 | 16d |
| 2024-01-17 | ABT | Sell | Spouse | $1K - $15K | 2024-02-02 | 16d |