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 2026-07-08. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
-1.7% |
-0.1% |
-1.7% |
| 1 month |
+1.6% |
+0.8% |
+0.7% |
| 1 quarter |
+9.5% |
+10.3% |
-0.8% |
| Year to date |
+10.1% |
+9.6% |
+0.4% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-08). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
NVDA
Nvidia Corp
|
2,507 |
$511.7K |
6.1% |
|
APG
APi Group Corp
|
2,381 |
$98.7K |
1.2% |
|
AMKR
Amkor Technology, Inc.
|
2,095 |
$140.2K |
1.7% |
|
LRN
Stride, Inc.
|
1,589 |
$142.9K |
1.7% |
|
KLAC
Kla Corp
|
1,586 |
$350.9K |
4.2% |
|
AAPL
Apple Inc.
|
1,532 |
$480.1K |
5.7% |
|
AMZN
Amazon Com Inc
|
1,477 |
$359.8K |
4.3% |
|
MSFT
Microsoft Corp
|
1,397 |
$535.7K |
6.4% |
|
KO
Coca Cola Co
|
1,227 |
$102.3K |
1.2% |
|
BSX
Boston Scientific Corp
|
1,106 |
$49.5K |
0.6% |
|
PRMB
Primo Brands Corp
|
911 |
$21.6K |
0.3% |
|
GOOGL
Alphabet Inc.
|
860 |
$311.1K |
3.7% |
|
COF
Capital One Financial Corp
|
840 |
$161.3K |
1.9% |
|
C
Citigroup Inc
|
807 |
$110.8K |
1.3% |
|
CVX
Chevron Corp
|
791 |
$139.2K |
1.7% |
|
RTX
RTX Corp
|
753 |
$146.7K |
1.8% |
|
COP
Conocophillips
|
665 |
$73.6K |
0.9% |
|
LRCX
Lam Research Corp
|
638 |
$212.4K |
2.5% |
|
ICE
Intercontinental Exchange, Inc.
|
563 |
$77.3K |
0.9% |
|
TJX
Tjx Companies Inc /De/
|
554 |
$84.6K |
1.0% |
|
FCFS
FirstCash Holdings, Inc.
|
532 |
$114.7K |
1.4% |
|
JPM
Jpmorgan Chase & Co
|
527 |
$174.2K |
2.1% |
|
VSEC
Vse Corp
|
497 |
$102.6K |
1.2% |
|
META
Meta Platforms, Inc.
|
483 |
$291.4K |
3.5% |
|
IQV
Iqvia Holdings Inc.
|
440 |
$89.8K |
1.1% |
|
EMR
Emerson Electric Co
|
436 |
$59.6K |
0.7% |
|
AMAT
Applied Materials Inc /De
|
422 |
$241K |
2.9% |
|
VLO
Valero Energy Corp/Tx
|
392 |
$111K |
1.3% |
|
HLT
Hilton Worldwide Holdings Inc.
|
379 |
$126.4K |
1.5% |
|
ADBE
Adobe Inc.
|
337 |
$74.4K |
0.9% |
|
PANW
Palo Alto Networks Inc
|
333 |
$106.7K |
1.3% |
|
LHX
L3harris Technologies, Inc. /De/
|
318 |
$93.2K |
1.1% |
|
CRM
Salesforce, Inc.
|
313 |
$52.1K |
0.6% |
|
UNH
Unitedhealth Group Inc
|
308 |
$131.1K |
1.6% |
|
PNR
PENTAIR plc
|
300 |
$22K |
0.3% |
|
AXP
American Express Co
|
288 |
$97K |
1.2% |
|
CRS
Carpenter Technology Corp
|
288 |
$169.4K |
2.0% |
|
CSX
Csx Corp
|
288 |
$14K |
0.2% |
|
LPLA
LPL Financial Holdings Inc.
|
287 |
$86.5K |
1.0% |
|
PG
PROCTER & GAMBLE Co
|
285 |
$42.3K |
0.5% |
|
NOW
ServiceNow, Inc.
|
253 |
$27.3K |
0.3% |
|
MA
Mastercard Inc
|
230 |
$119.5K |
1.4% |
|
HD
Home Depot, Inc.
|
229 |
$77.1K |
0.9% |
|
PM
Philip Morris International Inc.
|
228 |
$42.6K |
0.5% |
|
ISRG
Intuitive Surgical Inc
|
225 |
$93.6K |
1.1% |
|
CRDO
Credo Technology Group Holding Ltd
|
224 |
$57.8K |
0.7% |
|
COHR
Coherent Corp.
|
214 |
$67.7K |
0.8% |
|
CAT
Caterpillar Inc
|
210 |
$198.7K |
2.4% |
|
UNP
Union Pacific Corp
|
204 |
$57.2K |
0.7% |
|
LLY
ELI LILLY & Co
|
196 |
$238.3K |
2.8% |
|
ELV
Elevance Health, Inc.
|
190 |
$78.9K |
0.9% |
|
DE
Deere & Co
|
176 |
$104.9K |
1.3% |
|
V
Visa Inc.
|
169 |
$58.8K |
0.7% |
|
SHW
Sherwin Williams Co
|
157 |
$51.9K |
0.6% |
|
GS
Goldman Sachs Group Inc
|
154 |
$158.6K |
1.9% |
|
ZTS
Zoetis Inc.
|
138 |
$10.4K |
0.1% |
|
IRM
Iron Mountain Inc
|
124 |
$14.3K |
0.2% |
|
MCK
Mckesson Corp
|
118 |
$97K |
1.2% |
|
SPGI
S&P Global Inc.
|
114 |
$49.3K |
0.6% |
|
COST
Costco Wholesale Corp /New
|
112 |
$106.9K |
1.3% |
|
MPWR
Monolithic Power Systems Inc
|
97 |
$127.4K |
1.5% |
|
EW
Edwards Lifesciences Corp
|
91 |
$8.5K |
0.1% |
|
SBUX
Starbucks Corp
|
89 |
$9.3K |
0.1% |
|
NKE
NIKE, Inc.
|
83 |
$3.6K |
0.0% |
|
MTZ
Mastec Inc
|
79 |
$30.2K |
0.4% |
|
CMCSA
Comcast Corp
|
72 |
$1.7K |
0.0% |
|
HON
Honeywell International Inc
|
64 |
$14.1K |
0.2% |
|
BLK
BlackRock, Inc.
|
63 |
$62.2K |
0.7% |
|
PH
Parker-Hannifin Corp
|
62 |
$58.2K |
0.7% |
|
ACN
Accenture plc
|
59 |
$8K |
0.1% |
|
ABT
Abbott Laboratories
|
57 |
$5.4K |
0.1% |
|
TXN
Texas Instruments Inc
|
36 |
$10.9K |
0.1% |
|
PEP
Pepsico Inc
|
32 |
$4.5K |
0.1% |
|
AIT
Applied Industrial Technologies Inc
|
28 |
$8.7K |
0.1% |
|
CMG
Chipotle Mexican Grill Inc
|
27 |
$901 |
0.0% |
|
TMO
Thermo Fisher Scientific Inc.
|
26 |
$13.4K |
0.2% |
|
SHOP
Shopify Inc.
|
11 |
$1.3K |
0.0% |
|
INTU
Intuit Inc.
|
10 |
$2.7K |
0.0% |
|
WAB
Westinghouse Air Brake Technologies Corp
|
9 |
$2.4K |
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)
-$804.8K – $90.6M
Net worth band by reporting year
2021
2022
2023
2024
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2024 |
2025-08-13 |
-$804.8K – $90.6M |
156 |
2 |
| 2023 |
2025-08-13 |
$27.5M – $108.7M |
180 |
1 |
| 2022 |
2023-08-11 |
$20.7M – $99.4M |
73 |
1 |
| 2021 |
2022-08-09 |
$31.6M – $75.9M |
35 |
0 |
Recent stock trades
Avg. disclosure lag
115.8 days
Filed past 45-day deadline
15.2%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-02-25 |
UNH
Unitedhealth Group Inc
|
Buy |
Joint |
$50K - $100K |
2026-03-10 |
13d
|
| 2026-02-25 |
AZO
Autozone Inc
|
Sell |
Joint |
$50K - $100K |
2026-03-10 |
13d
|
| 2026-02-25 |
INTU
Intuit Inc.
|
Sell |
Joint |
$15K - $50K |
2026-03-10 |
13d
|
| 2026-02-04 |
VSEC
Vse Corp
|
Buy |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-02-04 |
MTZ
Mastec Inc
|
Sell |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-02-04 |
MPWR
Monolithic Power Systems Inc
|
Buy |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-02-04 |
MCK
Mckesson Corp
|
Buy |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-02-04 |
LRN
Stride, Inc.
|
Buy |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-02-04 |
IRM
Iron Mountain Inc
|
Sell |
Joint |
$1K - $15K |
2026-03-02 |
26d
|
| 2026-02-04 |
GS
Goldman Sachs Group Inc
|
Sell |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-02-04 |
FCFS
FirstCash Holdings, Inc.
|
Buy |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-02-04 |
DELL
Dell Technologies Inc.
|
Sell |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-02-04 |
CRS
Carpenter Technology Corp
|
Buy |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-02-04 |
CRDO
Credo Technology Group Holding Ltd
|
Sell |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-02-04 |
COHR
Coherent Corp.
|
Sell |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-02-04 |
C
Citigroup Inc
|
Buy |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-02-04 |
APG
APi Group Corp
|
Buy |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-02-04 |
AMKR
Amkor Technology, Inc.
|
Buy |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-02-04 |
AIT
Applied Industrial Technologies Inc
|
Sell |
Joint |
$1K - $15K |
2026-03-02 |
26d
|
| 2026-02-04 |
ADBE
Adobe Inc.
|
Buy |
Joint |
$15K - $50K |
2026-03-02 |
26d
|
| 2026-01-05 |
ADBE
Adobe Inc.
|
Buy |
Self |
$15K - $50K |
2026-02-04 |
30d
|
| 2026-01-05 |
AMKR
Amkor Technology, Inc.
|
Buy |
Self |
$15K - $50K |
2026-02-04 |
30d
|
| 2026-01-05 |
APG
APi Group Corp
|
Buy |
Self |
$15K - $50K |
2026-02-04 |
30d
|
| 2026-01-05 |
C
Citigroup Inc
|
Buy |
Self |
$15K - $50K |
2026-02-04 |
30d
|
| 2026-01-05 |
CRS
Carpenter Technology Corp
|
Buy |
Self |
$15K - $50K |
2026-02-04 |
30d
|