Jefferson Shreve
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 2026-07-16. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -0.5% | +0.4% | -0.9% |
| 1 month | +0.8% | +0.6% | +0.2% |
| 1 quarter | +4.4% | +7.6% | -3.2% |
| Year to date | +7.2% | +11.0% | -3.8% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-16). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| HIW | 1,326 | $42.9K | 8.1% |
| EXPO | 380 | $23.6K | 4.5% |
| RPD | 375 | $4.6K | 0.9% |
| XOM | 315 | $45.6K | 8.7% |
| GE | 193 | $69.4K | 13.2% |
| AEO | 175 | $3.1K | 0.6% |
| LOW | 149 | $31.2K | 5.9% |
| ORCL | 148 | $18.4K | 3.5% |
| CBOE | 122 | $33.9K | 6.4% |
| MCD | 109 | $29.8K | 5.7% |
| AMGN | 103 | $37.1K | 7.0% |
| DG | 82 | $9.9K | 1.9% |
| BALL | 78 | $4.8K | 0.9% |
| NEM | 73 | $6.6K | 1.3% |
| ECL | 70 | $18.9K | 3.6% |
| PSX | 65 | $12.7K | 2.4% |
| AMAT | 60 | $34.7K | 6.6% |
| VRTX | 58 | $27.7K | 5.3% |
| COP | 39 | $4.3K | 0.8% |
| MPC | 36 | $10.7K | 2.0% |
| MSTR | 35 | $3.4K | 0.6% |
| CNC | 34 | $2.2K | 0.4% |
| HNI | 31 | $1.3K | 0.2% |
| AKAM | 31 | $3.7K | 0.7% |
| APP | 24 | $10.6K | 2.0% |
| MTCH | 23 | $932 | 0.2% |
| ACGL | 19 | $1.9K | 0.4% |
| SPGI | 19 | $8.2K | 1.6% |
| PHM | 15 | $1.9K | 0.4% |
| AXON | 14 | $7.5K | 1.4% |
| CCI | 13 | $1.1K | 0.2% |
| AIG | 11 | $870 | 0.2% |
| RTX | 10 | $2K | 0.4% |
| PRU | 7 | $806 | 0.2% |
| ELV | 7 | $2.7K | 0.5% |
| CI | 6 | $1.7K | 0.3% |
| SHW | 4 | $1.3K | 0.2% |
| TDG | 3 | $4.3K | 0.8% |
| CRL | 3 | $630 | 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.
No Electronic Disclosures
No electronically filed annual financial disclosure is available for this member yet.
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-05-12 | MA | Sell | — | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | MTCH | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | MCD | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | MCK | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | META | Sell | — | $100K - $250K | 2025-06-22 | 41d |
| 2025-05-12 | MSFT | Sell | — | $500K - $1M | 2025-06-22 | 41d |
| 2025-05-12 | MSTR | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | NDAQ | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | NEE | Sell | — | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | NVDA | Sell | — | $500K - $1M | 2025-06-22 | 41d |
| 2025-05-12 | OXY | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | OGE | Sell | — | $100K - $250K | 2025-06-22 | 41d |
| 2025-05-12 | ORI | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | ORCL | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | PLTR | Sell | — | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | PYPL | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | PM | Sell | — | $100K - $250K | 2025-06-22 | 41d |
| 2025-05-12 | PRU | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | PHM | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | PWR | Sell | — | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | O | Sell | — | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | ROST | Sell | — | $15K - $50K | 2025-06-22 | 41d |
| 2025-05-12 | RCL | Sell | — | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | RGLD | Sell | — | $50K - $100K | 2025-06-22 | 41d |
| 2025-05-12 | RTX | Sell | — | $15K - $50K | 2025-06-22 | 41d |