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 2026-07-10. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +0.3% | +1.4% | -1.1% |
| 1 month | +4.1% | +4.1% | 0.0% |
| 1 quarter | +8.8% | +11.1% | -2.3% |
| Year to date | +12.1% | +11.0% | +1.1% |
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 |
|---|---|---|---|
| NVDA | 1,836 | $387.3K | 12.7% |
| CFG | 945 | $66.4K | 2.2% |
| MRK | 820 | $101.3K | 3.3% |
| CNC | 762 | $51.3K | 1.7% |
| LRCX | 702 | $246.1K | 8.1% |
| MSFT | 614 | $236.6K | 7.8% |
| PKG | 585 | $133.8K | 4.4% |
| GRMN | 528 | $128.4K | 4.2% |
| VZ | 478 | $20.1K | 0.7% |
| WMT | 412 | $46.9K | 1.5% |
| PPL | 376 | $13.4K | 0.4% |
| PG | 364 | $53.5K | 1.8% |
| SYY | 351 | $29.5K | 1.0% |
| MDT | 346 | $29.1K | 1.0% |
| ABT | 318 | $29.9K | 1.0% |
| AMZN | 305 | $74.9K | 2.5% |
| CMCSA | 305 | $7.2K | 0.2% |
| WELL | 300 | $69.6K | 2.3% |
| CRM | 285 | $46.5K | 1.5% |
| INVH | 283 | $8.4K | 0.3% |
| ALLY | 270 | $12.3K | 0.4% |
| JNJ | 267 | $68.7K | 2.3% |
| BAC | 242 | $14.4K | 0.5% |
| EXPD | 241 | $41.5K | 1.4% |
| APD | 232 | $69.6K | 2.3% |
| AEP | 223 | $30.2K | 1.0% |
| WFC | 220 | $19.2K | 0.6% |
| XOM | 212 | $29.4K | 1.0% |
| MA | 183 | $96.4K | 3.2% |
| AVGO | 166 | $66.5K | 2.2% |
| CVX | 128 | $22.6K | 0.7% |
| BMY | 123 | $7.1K | 0.2% |
| JPM | 122 | $40.9K | 1.4% |
| AEE | 119 | $13.4K | 0.4% |
| CB | 117 | $40.7K | 1.3% |
| QCOM | 114 | $21.5K | 0.7% |
| NEE | 114 | $10K | 0.3% |
| HD | 110 | $37.8K | 1.2% |
| MTCH | 109 | $4.2K | 0.1% |
| AMAT | 109 | $65.4K | 2.2% |
| INTC | 106 | $11.6K | 0.4% |
| TJX | 106 | $16K | 0.5% |
| PM | 106 | $19.2K | 0.6% |
| MSCI | 105 | $63.6K | 2.1% |
| PEP | 104 | $14.4K | 0.5% |
| MMM | 100 | $15.8K | 0.5% |
| CVS | 96 | $10K | 0.3% |
| CAT | 84 | $79.6K | 2.6% |
| COST | 83 | $75.7K | 2.5% |
| KMB | 81 | $9.1K | 0.3% |
| ACN | 72 | $9.8K | 0.3% |
| TSLA | 72 | $29.2K | 1.0% |
| FDX | 70 | $22.1K | 0.7% |
| TXN | 59 | $18.3K | 0.6% |
| META | 48 | $32.3K | 1.1% |
| LOW | 48 | $10.1K | 0.3% |
| TMO | 46 | $24.3K | 0.8% |
| DHR | 36 | $7.2K | 0.2% |
| LIN | 30 | $16.1K | 0.5% |
| LLY | 25 | $29.6K | 1.0% |
| KMI | 24 | $774 | 0.0% |
| SPGI | 20 | $8.7K | 0.3% |
| CHTR | 19 | $2.4K | 0.1% |
| UNH | 15 | $6.4K | 0.2% |
| CAH | 11 | $2.7K | 0.1% |
| MO | 11 | $789 | 0.0% |
| ADBE | 9 | $1.9K | 0.1% |
| HCA | 8 | $3.3K | 0.1% |
| SYF | 7 | $521 | 0.0% |
| LUMN | 7 | $44 | 0.0% |
| MET | 5 | $489 | 0.0% |
| BLDR | 5 | $383 | 0.0% |
| CCK | 5 | $547 | 0.0% |
| BNY | 4 | $680 | 0.0% |
| MPC | 4 | $1.2K | 0.0% |
| IT | 4 | $507 | 0.0% |
| AMCR | 3 | $124 | 0.0% |
| LHX | 3 | $788 | 0.0% |
| UNP | 2 | $578 | 0.0% |
| DGX | 1 | $295 | 0.0% |
| EMN | 1 | $73 | 0.0% |
| PRU | 1 | $118 | 0.0% |
| NOC | 1 | $535 | 0.0% |
| FICO | 1 | $967 | 0.0% |
| AIG | 0 | $15 | 0.0% |
| HPQ | 0 | $4 | 0.0% |
| MCK | 0 | $30 | 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
641
Avg. disclosure lag
38.4 days
Filed past 45-day deadline
6.7%
| 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 | ABT | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | ACN | Sell | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | APD | Sell | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | GOOGL | Sell | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | AON | Sell | SP | $15K - $50K | 2024-08-16 | 45d |
| 2024-07-02 | CAT | Sell | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | CNC | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | CME | Sell | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | COST | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | EXPD | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | JNJ | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | LRCX | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | LMT | Sell | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | MA | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | MDT | Sell | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | MRK | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | MSFT | Buy | SP | $15K - $50K | 2024-08-16 | 45d |
| 2024-07-02 | NVDA | Sell | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | PKG | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | QCOM | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | CRM | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | SYY | Buy | SP | $1K - $15K | 2024-08-16 | 45d |
| 2024-07-02 | V | Buy | SP | $1K - $15K | 2024-08-16 | 45d |