Kathy Manning
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 2026-07-03. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +0.6% | +2.2% | -1.5% |
| 1 month | +1.7% | -1.3% | +3.0% |
| 1 quarter | +13.7% | +13.6% | +0.1% |
| Year to date | +15.2% | +9.5% | +5.6% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-03). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| NVDA | 1,362 | $265.3K | 9.9% |
| CFG | 1,343 | $95.3K | 3.6% |
| LRCX | 787 | $276.6K | 10.3% |
| PFE | 699 | $17K | 0.6% |
| CNC | 608 | $41.2K | 1.5% |
| MRK | 523 | $67.7K | 2.5% |
| VZ | 478 | $20.3K | 0.8% |
| GRMN | 477 | $114.6K | 4.3% |
| WMT | 411 | $46K | 1.7% |
| PKG | 391 | $93.1K | 3.5% |
| PPL | 376 | $13.9K | 0.5% |
| SYY | 351 | $29.8K | 1.1% |
| MSFT | 333 | $130.1K | 4.9% |
| XOM | 313 | $42.9K | 1.6% |
| AMZN | 305 | $74.1K | 2.8% |
| PG | 304 | $46K | 1.7% |
| CMCSA | 300 | $7.1K | 0.3% |
| WELL | 300 | $70.9K | 2.6% |
| INVH | 283 | $8.6K | 0.3% |
| ALLY | 270 | $12.2K | 0.5% |
| JNJ | 267 | $70.3K | 2.6% |
| INTC | 260 | $31.2K | 1.2% |
| CRM | 256 | $42.5K | 1.6% |
| BAC | 242 | $14.2K | 0.5% |
| EXPD | 241 | $40.4K | 1.5% |
| ABT | 240 | $22.9K | 0.9% |
| AEP | 223 | $30.9K | 1.2% |
| WFC | 220 | $18.8K | 0.7% |
| AAPL | 189 | $58.4K | 2.2% |
| MDT | 188 | $15.6K | 0.6% |
| AVGO | 166 | $59.9K | 2.2% |
| CVX | 128 | $21.7K | 0.8% |
| BMY | 123 | $7.2K | 0.3% |
| AEE | 119 | $13.7K | 0.5% |
| NEE | 113 | $10K | 0.4% |
| HD | 110 | $39.4K | 1.5% |
| AMAT | 109 | $65.4K | 2.4% |
| MA | 108 | $58.3K | 2.2% |
| MTCH | 108 | $4.1K | 0.2% |
| JPM | 108 | $36K | 1.3% |
| PM | 106 | $19.2K | 0.7% |
| PEP | 104 | $15.1K | 0.6% |
| MMM | 100 | $16K | 0.6% |
| CVS | 96 | $10.1K | 0.4% |
| CAT | 84 | $80.6K | 3.0% |
| KMB | 81 | $9.3K | 0.4% |
| TJX | 73 | $11.2K | 0.4% |
| TSLA | 72 | $28.2K | 1.1% |
| COST | 71 | $67.4K | 2.5% |
| APD | 66 | $20.8K | 0.8% |
| CB | 61 | $22.2K | 0.8% |
| TXN | 59 | $17.2K | 0.6% |
| FDX | 56 | $17.7K | 0.7% |
| AMGN | 56 | $20.9K | 0.8% |
| META | 48 | $28.1K | 1.1% |
| LOW | 48 | $10.8K | 0.4% |
| TMO | 46 | $24.2K | 0.9% |
| MSCI | 46 | $27.6K | 1.0% |
| ACN | 44 | $6K | 0.2% |
| QCOM | 41 | $7.1K | 0.3% |
| DHR | 36 | $7.1K | 0.3% |
| LIN | 30 | $16.6K | 0.6% |
| LLY | 25 | $30.2K | 1.1% |
| KMI | 24 | $773 | 0.0% |
| SPGI | 19 | $8.3K | 0.3% |
| CHTR | 19 | $2.5K | 0.1% |
| UNH | 15 | $6.4K | 0.2% |
| CAH | 11 | $2.7K | 0.1% |
| MO | 11 | $799 | 0.0% |
| ADBE | 9 | $1.9K | 0.1% |
| HCA | 8 | $3.3K | 0.1% |
| SYF | 7 | $550 | 0.0% |
| LUMN | 7 | $42 | 0.0% |
| MET | 5 | $481 | 0.0% |
| BLDR | 5 | $429 | 0.0% |
| CCK | 5 | $556 | 0.0% |
| BNY | 4 | $656 | 0.0% |
| MPC | 4 | $1.1K | 0.0% |
| IT | 4 | $519 | 0.0% |
| AMCR | 3 | $127 | 0.0% |
| LHX | 3 | $819 | 0.0% |
| UNP | 2 | $569 | 0.0% |
| DGX | 1 | $307 | 0.0% |
| EMN | 1 | $74 | 0.0% |
| PRU | 1 | $116 | 0.0% |
| NOC | 1 | $545 | 0.0% |
| FICO | 1 | $982 | 0.0% |
| AIG | 0 | $15 | 0.0% |
| HPQ | 0 | $3 | 0.0% |
| MCK | 0 | $29 | 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)
$26.9M – $87.1M
Reporting year
2023
Disclosed assets
346
Disclosed liabilities
1
Net worth band by reporting year
2021
2022
2023
2024 — not e-filed
2025 — not e-filed
| Year | Filed | Net worth band |
|---|---|---|
| 2023 | 2024-07-29 | $26.9M – $87.1M |
| 2022 | 2023-08-02 | $19.1M – $61.6M |
| 2021 | 2022-08-12 | $24.7M – $78.4M |
Recent stock trades
Disclosed trades
563
Avg. disclosure lag
41 days
Filed past 45-day deadline
7.6%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2024-08-09 | SBUX | Sell | SP | $1K - $15K | 2024-09-04 | 26d |
| 2024-08-09 | PFE | Sell | SP | $1K - $15K | 2024-09-04 | 26d |
| 2024-07-02 | WMT | Sell | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | V | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | TJX | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | SYY | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | CRM | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | QCOM | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | PG | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | PKG | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | NVDA | Sell | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | NKE | Sell | SP | $15K - $50K | 2024-08-16 | 45d |
| 2024-07-02 | MSCI | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | MSFT | Buy | SP | $15K - $50K | 2024-08-16 | 45d |
| 2024-07-02 | MRK | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | MDT | Sell | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | MA | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | MA | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | LMT | Sell | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | LRCX | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | JNJ | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | INTU | Sell | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | HD | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | HD | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | GRMN | Buy | SP | $50K - $100K | 2024-08-16 | 45d |