Bruce Westerman
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 |
-2.2% |
-1.7% |
-0.5% |
| 1 month |
-2.5% |
-2.2% |
-0.3% |
| 1 quarter |
+12.5% |
+13.8% |
-1.4% |
| Year to date |
+9.4% |
+8.0% |
+1.4% |
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 |
|
SONY
Sony Group Corp
|
307 |
$5.9K |
3.5% |
|
BP
Bp PLC
|
210 |
$7.9K |
4.7% |
|
SCHW
Schwab Charles Corp
|
99 |
$9K |
5.3% |
|
GOOGL
Alphabet Inc.
|
92 |
$31.6K |
18.7% |
|
AMZN
Amazon Com Inc
|
70 |
$15.8K |
9.4% |
|
RTX
RTX Corp
|
64 |
$12K |
7.1% |
|
MSFT
Microsoft Corp
|
57 |
$20K |
11.8% |
|
DB
Deutsche Bank Aktiengesellschaft
|
28 |
$951 |
0.6% |
|
SAP
Sap SE
|
26 |
$4.1K |
2.4% |
|
CAT
Caterpillar Inc
|
26 |
$27.2K |
16.1% |
|
CNQ
Canadian Natural Resources Ltd
|
25 |
$981 |
0.6% |
|
DE
Deere & Co
|
19 |
$11.8K |
7.0% |
|
NWG
NatWest Group plc
|
17 |
$296 |
0.2% |
|
ASML
Asml Holding NV
|
10 |
$17.7K |
10.5% |
|
BUD
Anheuser-Busch InBev SA/NV
|
9 |
$773 |
0.5% |
|
CSX
Csx Corp
|
9 |
$404 |
0.2% |
|
BA
Boeing Co
|
7 |
$1.6K |
0.9% |
|
CCI
Crown Castle Inc.
|
7 |
$543 |
0.3% |
|
ITW
Illinois Tool Works Inc
|
2 |
$410 |
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)
$521K – $1.6M
Net worth band by reporting year
2021
2022
2023
2024
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2024 |
2025-08-08 |
$521K – $1.6M |
37 |
0 |
| 2023 |
2024-08-06 |
$368K – $1.3M |
32 |
1 |
| 2022 |
2023-08-04 |
$354K – $1.1M |
25 |
1 |
| 2021 |
2022-05-16 |
$433K – $1.4M |
26 |
1 |
Recent stock trades
Avg. disclosure lag
31.7 days
Filed past 45-day deadline
0%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2025-04-21 |
UL
Unilever PLC
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
SPOT
Spotify Technology S.A.
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
CVX
Chevron Corp
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
ABT
Abbott Laboratories
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
ADBE
Adobe Inc.
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
GOOGL
Alphabet Inc.
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
AMZN
Amazon Com Inc
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
AXP
American Express Co
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
BUD
Anheuser-Busch InBev SA/NV
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
AAPL
Apple Inc.
|
Sell |
— |
$15K - $50K |
2025-05-12 |
21d
|
| 2025-04-21 |
ASML
Asml Holding NV
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
AZN
Astrazeneca PLC
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
BAC
Bank Of America Corp /De/
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
BCS
Barclays PLC
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
BHP
BHP Group Ltd
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
BA
Boeing Co
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
BSX
Boston Scientific Corp
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
BP
Bp PLC
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
AVGO
Broadcom Inc.
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
CNQ
Canadian Natural Resources Ltd
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
CAT
Caterpillar Inc
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
SCHW
Schwab Charles Corp
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
CVX
Chevron Corp
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
C
Citigroup Inc
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
| 2025-04-21 |
COP
Conocophillips
|
Sell |
— |
$1K - $15K |
2025-05-12 |
21d
|
