David B. McKinley
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 |
+2.4% |
+1.4% |
+1.0% |
| 1 month |
+1.8% |
+4.1% |
-2.3% |
| 1 quarter |
+5.5% |
+11.1% |
-5.6% |
| Year to date |
+4.0% |
+11.0% |
-7.0% |
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 |
|
TSCO
Tractor Supply Co /De/
|
2,224 |
$67.7K |
3.5% |
|
AVGO
Broadcom Inc.
|
1,407 |
$562.9K |
28.8% |
|
TJX
Tjx Companies Inc /De/
|
1,132 |
$171.3K |
8.8% |
|
GOOGL
Alphabet Inc.
|
1,055 |
$376.8K |
19.3% |
|
QCOM
Qualcomm Inc/De
|
716 |
$135.5K |
6.9% |
|
J
Jacobs Solutions Inc.
|
545 |
$68.5K |
3.5% |
|
ORLY
O Reilly Automotive Inc
|
485 |
$41.8K |
2.1% |
|
SBUX
Starbucks Corp
|
401 |
$42.5K |
2.2% |
|
SPGI
S&P Global Inc.
|
371 |
$159.9K |
8.2% |
|
WM
Waste Management Inc
|
200 |
$46.6K |
2.4% |
|
CACI
Caci International Inc /De/
|
180 |
$87.4K |
4.5% |
|
NFLX
Netflix Inc
|
152 |
$11.1K |
0.6% |
|
LIN
Linde PLC
|
132 |
$69.9K |
3.6% |
|
GPN
Global Payments Inc
|
110 |
$8.4K |
0.4% |
|
CNC
Centene Corp
|
99 |
$6.7K |
0.3% |
|
FISV
Fiserv Inc
|
71 |
$3.6K |
0.2% |
|
ACN
Accenture plc
|
68 |
$9.1K |
0.5% |
|
TSLA
Tesla, Inc.
|
53 |
$21.7K |
1.1% |
|
AJG
Arthur J. Gallagher & Co.
|
47 |
$12K |
0.6% |
|
KMX
Carmax Inc
|
44 |
$2.3K |
0.1% |
|
MA
Mastercard Inc
|
38 |
$19.8K |
1.0% |
|
GWW
W.W. Grainger, Inc.
|
16 |
$22K |
1.1% |
|
COST
Costco Wholesale Corp /New
|
5 |
$4.8K |
0.2% |
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)
$5.9M – $16.3M
Net worth band by reporting year
2021
2022 — not e-filed
2023 — not e-filed
2024 — not e-filed
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2021 |
2022-05-12 |
$5.9M – $16.3M |
99 |
0 |
Recent stock trades
Avg. disclosure lag
18.9 days
Filed past 45-day deadline
0%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2022-09-21 |
ABT
Abbott Laboratories
|
Sell |
— |
$1K - $15K |
2022-10-12 |
21d
|
| 2022-09-21 |
AJG
Arthur J. Gallagher & Co.
|
Buy |
— |
$1K - $15K |
2022-10-12 |
21d
|
| 2022-09-21 |
KMX
Carmax Inc
|
Sell |
— |
$1K - $15K |
2022-10-12 |
21d
|
| 2022-09-21 |
CNC
Centene Corp
|
Buy |
— |
$1K - $15K |
2022-10-12 |
21d
|
| 2022-09-21 |
SPGI
S&P Global Inc.
|
Sell |
— |
$1K - $15K |
2022-10-12 |
21d
|
| 2022-09-21 |
SWK
Stanley Black & Decker, Inc.
|
Sell |
— |
$1K - $15K |
2022-10-12 |
21d
|
| 2022-09-21 |
TSLA
Tesla, Inc.
|
Buy |
— |
$1K - $15K |
2022-10-12 |
21d
|
| 2022-09-21 |
GWW
W.W. Grainger, Inc.
|
Buy |
— |
$1K - $15K |
2022-10-12 |
21d
|
| 2022-09-21 |
TSLA
Tesla, Inc.
|
Buy |
— |
$1K - $15K |
2022-10-12 |
21d
|
| 2022-07-07 |
UNH
Unitedhealth Group Inc
|
Sell |
— |
$1K - $15K |
2022-08-03 |
27d
|
| 2022-07-07 |
COST
Costco Wholesale Corp /New
|
Sell |
— |
$1K - $15K |
2022-08-03 |
27d
|
| 2022-07-07 |
J
Jacobs Solutions Inc.
|
Sell |
— |
$1K - $15K |
2022-08-03 |
27d
|
| 2022-07-07 |
ORLY
O Reilly Automotive Inc
|
Sell |
— |
$1K - $15K |
2022-08-03 |
27d
|
| 2022-05-20 |
GPN
Global Payments Inc
|
Buy |
— |
$1K - $15K |
2022-06-10 |
21d
|
| 2021-12-27 |
SYY
Sysco Corp
|
Sell |
JT |
$50K - $100K |
2022-01-14 |
18d
|
| 2021-12-06 |
LIN
Linde PLC
|
Buy |
JT |
$15K - $50K |
2022-01-14 |
39d
|
| 2021-12-06 |
LIN
Linde PLC
|
Buy |
— |
$1K - $15K |
2022-01-14 |
39d
|
| 2021-09-16 |
AVGO
Broadcom Inc.
|
Buy |
JT |
$15K - $50K |
2021-10-12 |
26d
|
| 2021-09-16 |
RPM
Rpm International Inc/De/
|
Sell |
JT |
$15K - $50K |
2021-10-12 |
26d
|
| 2021-09-16 |
RPM
Rpm International Inc/De/
|
Sell |
— |
$15K - $50K |
2021-10-12 |
26d
|
| 2021-09-16 |
AVGO
Broadcom Inc.
|
Buy |
— |
$15K - $50K |
2021-10-12 |
26d
|
| 2021-08-19 |
TSCO
Tractor Supply Co /De/
|
Sell |
— |
$1K - $15K |
2021-09-13 |
25d
|
| 2021-08-19 |
TMO
Thermo Fisher Scientific Inc.
|
Sell |
— |
$1K - $15K |
2021-09-13 |
25d
|
| 2021-08-19 |
INTU
Intuit Inc.
|
Sell |
— |
$1K - $15K |
2021-09-13 |
25d
|
| 2021-08-19 |
EL
Estee Lauder Companies Inc
|
Sell |
— |
$1K - $15K |
2021-09-13 |
25d
|
