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 2026-06-26. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+2.8% |
-1.7% |
+4.5% |
| 1 month |
+7.4% |
-2.2% |
+9.5% |
| 1 quarter |
-4.0% |
+13.8% |
-17.8% |
| Year to date |
-5.9% |
+8.0% |
-13.8% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-06-26). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
J
Jacobs Solutions Inc.
|
73 |
$9.1K |
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)
$6.1M – $24.8M
Net worth band by reporting year
2020
2021
2022
2023
2024
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2024 |
2025-08-08 |
$6.1M – $24.8M |
37 |
1 |
| 2023 |
2024-05-14 |
$5.7M – $24M |
37 |
1 |
| 2022 |
2023-05-15 |
$6.2M – $25.1M |
36 |
0 |
| 2021 |
2022-05-16 |
$3.5M – $16.4M |
12 |
1 |
| 2020 |
2021-05-02 |
-$21.5M – $11.4M |
11 |
2 |
Recent stock trades
Avg. disclosure lag
34 days
Filed past 45-day deadline
0%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2021-09-03 |
J
Jacobs Solutions Inc.
|
Buy |
Self |
$1K - $15K |
2021-10-07 |
34d
|
