Dwight Evans
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 2026-06-22. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+1.0% |
-1.5% |
+2.5% |
| 1 month |
+2.2% |
-0.4% |
+2.6% |
| 1 quarter |
+36.7% |
+14.8% |
+21.9% |
| Year to date |
+45.4% |
+9.5% |
+36.0% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-06-22). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
WMB
Williams Companies, Inc.
|
995 |
$74.6K |
16.3% |
|
KD
Kyndryl Holdings, Inc.
|
599 |
$6.4K |
1.4% |
|
CG
Carlyle Group Inc.
|
470 |
$20.8K |
4.5% |
|
INTC
Intel Corp
|
403 |
$56.8K |
12.4% |
|
SU
Suncor Energy Inc
|
368 |
$20.4K |
4.5% |
|
TWST
Twist Bioscience Corp
|
338 |
$28.9K |
6.3% |
|
KMI
Kinder Morgan, Inc.
|
222 |
$7.1K |
1.6% |
|
XOM
Exxon Mobil Corp
|
195 |
$27K |
5.9% |
|
APO
Apollo Global Management, Inc.
|
152 |
$20.6K |
4.5% |
|
IBM
International Business Machines Corp
|
130 |
$32.8K |
7.2% |
|
NVDA
Nvidia Corp
|
123 |
$25.7K |
5.6% |
|
SRE
Sempra
|
115 |
$10.5K |
2.3% |
|
TSLA
Tesla, Inc.
|
85 |
$34.4K |
7.5% |
|
ARE
Alexandria Real Estate Equities, Inc.
|
59 |
$3K |
0.7% |
|
PWR
Quanta Services, Inc.
|
43 |
$31.9K |
7.0% |
|
PYPL
PayPal Holdings, Inc.
|
41 |
$1.7K |
0.4% |
|
GD
General Dynamics Corp
|
36 |
$12.2K |
2.7% |
|
ABBV
AbbVie Inc.
|
25 |
$5.7K |
1.3% |
|
LMT
Lockheed Martin Corp
|
24 |
$11.8K |
2.6% |
|
MU
Micron Technology Inc
|
20 |
$24.7K |
5.4% |
|
NOW
ServiceNow, Inc.
|
6 |
$562 |
0.1% |
|
BIDU
Baidu, Inc.
|
4 |
$475 |
0.1% |
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)
$388K – $1.8M
Net worth band by reporting year
2021
2022
2023
2024
2025
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2025 |
2026-05-14 |
$388K – $1.8M |
35 |
2 |
| 2024 |
2025-05-30 |
$430.1K – $2M |
50 |
2 |
| 2023 |
2024-05-14 |
$475.1K – $2.2M |
53 |
2 |
| 2022 |
2023-05-12 |
$459.1K – $2.1M |
50 |
2 |
| 2021 |
2022-05-16 |
$507.1K – $2.3M |
55 |
2 |
Recent stock trades
Avg. disclosure lag
35.8 days
Filed past 45-day deadline
29%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-05-11 |
AMT
American Tower Corp /Ma/
|
Sell |
— |
$1K - $15K |
2026-05-15 |
4d
|
| 2026-05-07 |
INTC
Intel Corp
|
Sell |
— |
$1K - $15K |
2026-05-15 |
8d
|
| 2026-05-07 |
PWR
Quanta Services, Inc.
|
Sell |
— |
$1K - $15K |
2026-05-15 |
8d
|
| 2026-05-07 |
TMO
Thermo Fisher Scientific Inc.
|
Sell |
— |
$1K - $15K |
2026-05-15 |
8d
|
| 2026-03-24 |
MU
Micron Technology Inc
|
Sell |
— |
$15K - $50K |
2026-04-20 |
27d
|
| 2025-11-21 |
AWK
American Water Works Company, Inc.
|
Sell |
— |
$1K - $15K |
2025-12-19 |
28d
|
| 2025-11-21 |
APO
Apollo Global Management, Inc.
|
Sell |
— |
$1K - $15K |
2025-12-19 |
28d
|
| 2025-11-21 |
CVS
CVS HEALTH Corp
|
Sell |
— |
$1K - $15K |
2025-12-19 |
28d
|
| 2025-11-21 |
MSFT
Microsoft Corp
|
Sell |
— |
$1K - $15K |
2025-12-19 |
28d
|
| 2025-11-21 |
NVDA
Nvidia Corp
|
Buy |
— |
$1K - $15K |
2025-12-19 |
28d
|
| 2025-11-21 |
CVS
CVS HEALTH Corp
|
Sell |
— |
$1K - $15K |
2026-05-15 |
175d late
|
| 2025-10-10 |
GOOGL
Alphabet Inc.
|
Sell |
— |
$15K - $50K |
2025-10-30 |
20d
|
| 2025-10-10 |
KD
Kyndryl Holdings, Inc.
|
Sell |
— |
$0 - $224 |
2025-10-30 |
20d
|
| 2025-04-03 |
ABBV
AbbVie Inc.
|
Sell |
— |
$1K - $15K |
2025-04-17 |
14d
|
| 2025-04-03 |
GOOGL
Alphabet Inc.
|
Buy |
— |
$1K - $15K |
2025-04-17 |
14d
|
| 2025-04-03 |
AMZN
Amazon Com Inc
|
Buy |
— |
$1K - $15K |
2025-04-17 |
14d
|
| 2025-04-03 |
AMT
American Tower Corp /Ma/
|
Sell |
— |
$1K - $15K |
2025-04-17 |
14d
|
| 2025-04-03 |
INTC
Intel Corp
|
Buy |
— |
$1K - $15K |
2025-04-17 |
14d
|
| 2025-04-03 |
IBM
International Business Machines Corp
|
Buy |
— |
$1K - $15K |
2025-04-17 |
14d
|
| 2025-04-03 |
KMI
Kinder Morgan, Inc.
|
Sell |
— |
$1K - $15K |
2025-04-17 |
14d
|
| 2025-04-03 |
NEE
Nextera Energy Inc
|
Sell |
— |
$1K - $15K |
2025-04-17 |
14d
|
| 2025-04-03 |
NVDA
Nvidia Corp
|
Buy |
— |
$1K - $15K |
2025-04-17 |
14d
|
| 2025-04-03 |
OKE
Oneok Inc /New/
|
Sell |
— |
$1K - $15K |
2025-04-17 |
14d
|
| 2025-04-03 |
PWR
Quanta Services, Inc.
|
Sell |
— |
$1K - $15K |
2025-04-17 |
14d
|
| 2025-04-03 |
NOW
ServiceNow, Inc.
|
Sell |
— |
$1K - $15K |
2025-04-17 |
14d
|
