Thomas Suozzi
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 2026-06-24. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
-1.3% |
-0.8% |
-0.5% |
| 1 month |
+10.0% |
-1.9% |
+11.8% |
| 1 quarter |
+34.8% |
+12.3% |
+22.5% |
| Year to date |
+33.8% |
+7.8% |
+26.0% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-06-24). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
DVN
Devon Energy Corp/De
|
1,829 |
$79.4K |
4.4% |
|
MRVL
Marvell Technology, Inc.
|
1,602 |
$447.1K |
24.8% |
|
GM
General Motors Co
|
1,466 |
$115.7K |
6.4% |
|
MS
Morgan Stanley
|
1,163 |
$262.9K |
14.6% |
|
NCLH
Norwegian Cruise Line Holdings Ltd.
|
986 |
$20.1K |
1.1% |
|
NIO
NIO Inc.
|
961 |
$4.7K |
0.3% |
|
MP
MP Materials Corp. / DE
|
818 |
$46.2K |
2.6% |
|
GFS
GLOBALFOUNDRIES Inc.
|
536 |
$44.7K |
2.5% |
|
IP
International Paper Co /New/
|
517 |
$18.9K |
1.1% |
|
ETN
Eaton Corp plc
|
423 |
$171.5K |
9.5% |
|
BWA
Borgwarner Inc
|
381 |
$26.9K |
1.5% |
|
DXCM
Dexcom Inc
|
333 |
$23K |
1.3% |
|
CHGG
Chegg, Inc
|
223 |
$236 |
0.0% |
|
LLY
ELI LILLY & Co
|
213 |
$235.9K |
13.1% |
|
BNY
Bank of New York Mellon Corp
|
211 |
$31.2K |
1.7% |
|
DPZ
Dominos Pizza Inc
|
193 |
$54.7K |
3.0% |
|
CG
Carlyle Group Inc.
|
165 |
$6.8K |
0.4% |
|
UPST
Upstart Holdings, Inc.
|
153 |
$4.8K |
0.3% |
|
GNRC
Generac Holdings Inc.
|
153 |
$42K |
2.3% |
|
RH
Rh
|
132 |
$20.7K |
1.2% |
|
TREE
LendingTree, Inc.
|
112 |
$4.1K |
0.2% |
|
V
Visa Inc.
|
93 |
$30.7K |
1.7% |
|
PPG
Ppg Industries Inc
|
83 |
$9.8K |
0.5% |
|
MSFT
Microsoft Corp
|
74 |
$27K |
1.5% |
|
SLB
Slb Limited/Nv
|
62 |
$2.9K |
0.2% |
|
JAZZ
Jazz Pharmaceuticals plc
|
56 |
$12.8K |
0.7% |
|
LI
Li Auto Inc.
|
49 |
$625 |
0.0% |
|
LUV
Southwest Airlines Co
|
40 |
$2K |
0.1% |
|
CRSP
CRISPR Therapeutics AG
|
39 |
$2.1K |
0.1% |
|
DG
Dollar General Corp
|
37 |
$4.4K |
0.2% |
|
DOW
Dow Inc.
|
32 |
$954 |
0.1% |
|
TJX
Tjx Companies Inc /De/
|
31 |
$5.1K |
0.3% |
|
GS
Goldman Sachs Group Inc
|
29 |
$31.4K |
1.7% |
|
LYV
Live Nation Entertainment, Inc.
|
28 |
$4.7K |
0.3% |
|
FCEL
Fuelcell Energy Inc
|
27 |
$580 |
0.0% |
|
PINS
Pinterest, Inc.
|
26 |
$525 |
0.0% |
|
FUBO
FuboTV Inc.
|
16 |
$136 |
0.0% |
|
QCOM
Qualcomm Inc/De
|
13 |
$2.7K |
0.2% |
|
SYY
Sysco Corp
|
6 |
$497 |
0.0% |
|
CCL
Carnival Corp Ltd.
|
6 |
$161 |
0.0% |
|
MAR
Marriott International Inc /Md/
|
4 |
$1.7K |
0.1% |
|
MCD
Mcdonalds Corp
|
3 |
$923 |
0.1% |
|
ZS
Zscaler, Inc.
|
2 |
$306 |
0.0% |
|
WKHS
Workhorse Group Inc.
|
0 |
$0 |
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.
Latest net worth (band)
$4.5M – $16M
Net worth band by reporting year
2020
2021
2022 — not e-filed
2023 — not e-filed
2024
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2024 |
2025-08-13 |
$4.5M – $16M |
54 |
0 |
| 2021 |
2022-12-19 |
$2.5M – $6.2M |
69 |
0 |
| 2020 |
2022-12-19 |
$2.2M – $5.3M |
60 |
0 |
Recent stock trades
Avg. disclosure lag
722.1 days
Filed past 45-day deadline
90.1%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-02-18 |
URI
United Rentals, Inc.
|
Sell |
— |
$15K - $50K |
2026-03-17 |
27d
|
| 2026-02-18 |
PLTR
Palantir Technologies Inc.
|
Sell |
— |
$15K - $50K |
2026-03-17 |
27d
|
| 2026-02-18 |
AAPL
Apple Inc.
|
Sell |
— |
$15K - $50K |
2026-03-17 |
27d
|
| 2026-02-18 |
AMD
Advanced Micro Devices Inc
|
Sell |
— |
$1K - $15K |
2026-03-17 |
27d
|
| 2025-10-14 |
NEE
Nextera Energy Inc
|
Sell |
— |
$1K - $15K |
2025-10-21 |
7d
|
| 2025-10-14 |
WMT
Walmart Inc.
|
Sell |
— |
$15K - $50K |
2025-10-21 |
7d
|
| 2025-10-14 |
WY
Weyerhaeuser Co
|
Sell |
— |
$1K - $15K |
2025-10-21 |
7d
|
| 2025-03-31 |
GIC
GLOBAL INDUSTRIAL Co
|
Sell |
— |
$15K - $50K |
2025-04-21 |
21d
|
| 2022-11-29 |
ALL
Allstate Corp
|
Sell |
— |
$50K - $100K |
2022-12-19 |
20d
|
| 2022-11-29 |
CVS
CVS HEALTH Corp
|
Sell |
— |
$15K - $50K |
2022-12-19 |
20d
|
| 2022-11-15 |
GNRC
Generac Holdings Inc.
|
Sell |
— |
$1K - $15K |
2022-12-19 |
34d
|
| 2022-11-10 |
VZ
Verizon Communications Inc
|
Sell |
— |
$1K - $15K |
2022-12-19 |
39d
|
| 2022-11-10 |
VZ
Verizon Communications Inc
|
Sell |
— |
$1K - $15K |
2022-12-19 |
39d
|
| 2022-05-16 |
GS
Goldman Sachs Group Inc
|
Buy |
— |
$1K - $15K |
2022-05-20 |
4d
|
| 2022-05-16 |
UPST
Upstart Holdings, Inc.
|
Sell |
— |
$1K - $15K |
2022-05-20 |
4d
|
| 2022-05-05 |
PPG
Ppg Industries Inc
|
Sell |
— |
$0 - $15K |
2022-05-20 |
15d
|
| 2022-05-05 |
GNRC
Generac Holdings Inc.
|
Buy |
— |
$15K - $50K |
2022-05-20 |
15d
|
| 2022-05-05 |
MP
MP Materials Corp. / DE
|
Buy |
— |
$15K - $50K |
2022-05-20 |
15d
|
| 2022-05-05 |
PYPL
PayPal Holdings, Inc.
|
Sell |
— |
$15K - $50K |
2022-05-20 |
15d
|
| 2022-05-05 |
PPG
Ppg Industries Inc
|
Sell |
— |
$15K - $200 |
2022-05-20 |
15d
|
| 2022-05-05 |
RH
Rh
|
Buy |
— |
$15K - $50K |
2022-05-20 |
15d
|
| 2022-05-05 |
UPST
Upstart Holdings, Inc.
|
Buy |
— |
$15K - $50K |
2022-05-20 |
15d
|
| 2022-03-04 |
AMD
Advanced Micro Devices Inc
|
Buy |
— |
$15K - $50K |
2022-05-20 |
77d late
|
| 2022-03-04 |
AFRM
Affirm Holdings, Inc.
|
Sell |
— |
$1K - $15K |
2022-05-20 |
77d late
|
| 2022-03-04 |
BA
Boeing Co
|
Buy |
— |
$15K - $50K |
2022-05-20 |
77d late
|
