John Curtis
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 2026-06-26. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
-2.3% |
-2.4% |
+0.1% |
| 1 month |
-3.1% |
-2.9% |
-0.2% |
| 1 quarter |
+15.0% |
+13.0% |
+2.0% |
| Year to date |
+7.7% |
+7.2% |
+0.6% |
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 |
|
NVDA
Nvidia Corp
|
460 |
$88.5K |
13.5% |
|
CSX
Csx Corp
|
382 |
$18.2K |
2.8% |
|
AAPL
Apple Inc.
|
327 |
$92.8K |
14.1% |
|
BAC
Bank Of America Corp /De/
|
310 |
$17.9K |
2.7% |
|
LVS
Las Vegas Sands Corp
|
194 |
$9.1K |
1.4% |
|
C
Citigroup Inc
|
182 |
$25.8K |
3.9% |
|
AMD
Advanced Micro Devices Inc
|
172 |
$89.9K |
13.7% |
|
SYY
Sysco Corp
|
171 |
$14.2K |
2.2% |
|
SBUX
Starbucks Corp
|
150 |
$15.7K |
2.4% |
|
FISV
Fiserv Inc
|
142 |
$7K |
1.1% |
|
ZTS
Zoetis Inc.
|
138 |
$10.5K |
1.6% |
|
HLT
Hilton Worldwide Holdings Inc.
|
94 |
$31.2K |
4.7% |
|
MS
Morgan Stanley
|
82 |
$17.3K |
2.6% |
|
DLTR
Dollar Tree, Inc.
|
79 |
$9.8K |
1.5% |
|
CMG
Chipotle Mexican Grill Inc
|
78 |
$2.6K |
0.4% |
|
MNST
Monster Beverage Corp
|
75 |
$7.2K |
1.1% |
|
TMUS
T-Mobile US, Inc.
|
73 |
$13.3K |
2.0% |
|
ZM
Zoom Communications, Inc.
|
68 |
$5.9K |
0.9% |
|
EW
Edwards Lifesciences Corp
|
64 |
$5.8K |
0.9% |
|
HASI
HA Sustainable Infrastructure Capital, Inc.
|
59 |
$2.3K |
0.4% |
|
MSFT
Microsoft Corp
|
41 |
$15.1K |
2.3% |
|
STZ
Constellation Brands, Inc.
|
39 |
$5.7K |
0.9% |
|
CRM
Salesforce, Inc.
|
37 |
$5.9K |
0.9% |
|
SPGI
S&P Global Inc.
|
37 |
$15.1K |
2.3% |
|
ISRG
Intuitive Surgical Inc
|
36 |
$14.5K |
2.2% |
|
CVX
Chevron Corp
|
35 |
$5.9K |
0.9% |
|
ABT
Abbott Laboratories
|
32 |
$3K |
0.5% |
|
NKE
NIKE, Inc.
|
32 |
$1.3K |
0.2% |
|
SHW
Sherwin Williams Co
|
32 |
$10.9K |
1.7% |
|
BLK
BlackRock, Inc.
|
31 |
$30.1K |
4.6% |
|
DHR
Danaher Corp /De/
|
31 |
$6K |
0.9% |
|
ICE
Intercontinental Exchange, Inc.
|
26 |
$3.2K |
0.5% |
|
V
Visa Inc.
|
21 |
$7.2K |
1.1% |
|
MRK
Merck & Co., Inc.
|
21 |
$2.7K |
0.4% |
|
INTC
Intel Corp
|
16 |
$2K |
0.3% |
|
CME
Cme Group Inc.
|
14 |
$3.1K |
0.5% |
|
TEAM
Atlassian Corp
|
12 |
$936 |
0.1% |
|
ADBE
Adobe Inc.
|
11 |
$2.2K |
0.3% |
|
AMAT
Applied Materials Inc /De
|
10 |
$6.4K |
1.0% |
|
PANW
Palo Alto Networks Inc
|
9 |
$2.8K |
0.4% |
|
CAT
Caterpillar Inc
|
7 |
$6.9K |
1.1% |
|
BDX
Becton Dickinson & Co
|
6 |
$942 |
0.1% |
|
GS
Goldman Sachs Group Inc
|
5 |
$5.4K |
0.8% |
|
KLAC
Kla Corp
|
5 |
$1.3K |
0.2% |
|
AZO
Autozone Inc
|
4 |
$13.5K |
2.0% |
|
GOOGL
Alphabet Inc.
|
2 |
$574 |
0.1% |
|
LMT
Lockheed Martin Corp
|
1 |
$292 |
0.0% |
|
AXP
American Express Co
|
0 |
$101 |
0.0% |
|
COST
Costco Wholesale Corp /New
|
0 |
$26 |
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)
$2.7M – $48.9M
Net worth band by reporting year
2021
2022
2023
2024 — not e-filed
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2023 |
2024-08-05 |
$2.7M – $48.9M |
113 |
2 |
| 2022 |
2023-08-11 |
$2M – $28.7M |
165 |
3 |
| 2021 |
2022-08-13 |
$2M – $25.7M |
174 |
3 |
Recent stock trades
Avg. disclosure lag
21.8 days
Filed past 45-day deadline
6.3%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2023-12-04 |
VLO
Valero Energy Corp/Tx
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
LLY
ELI LILLY & Co
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
ABT
Abbott Laboratories
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
ADBE
Adobe Inc.
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
AMD
Advanced Micro Devices Inc
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
AMZN
Amazon Com Inc
|
Sell |
JT |
$15K - $50K |
2023-12-15 |
11d
|
| 2023-12-04 |
AXP
American Express Co
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
AAPL
Apple Inc.
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
AMAT
Applied Materials Inc /De
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
AZO
Autozone Inc
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
BLK
BlackRock, Inc.
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
BSX
Boston Scientific Corp
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
CAT
Caterpillar Inc
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
CVX
Chevron Corp
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
CMG
Chipotle Mexican Grill Inc
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
KO
Coca Cola Co
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
CMCSA
Comcast Corp
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
COP
Conocophillips
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
STZ
Constellation Brands, Inc.
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
COST
Costco Wholesale Corp /New
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
CSX
Csx Corp
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
DHR
Danaher Corp /De/
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
DE
Deere & Co
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
EW
Edwards Lifesciences Corp
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
| 2023-12-04 |
ELV
Elevance Health, Inc.
|
Sell |
JT |
$1K - $15K |
2023-12-15 |
11d
|
