Byron Donalds
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 2026-07-01. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+2.2% |
+1.9% |
+0.4% |
| 1 month |
+0.2% |
-1.6% |
+1.7% |
| 1 quarter |
+10.3% |
+14.0% |
-3.7% |
| Year to date |
0.0% |
+9.8% |
-9.8% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-01). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
BTC
Grayscale Bitcoin Mini Trust ETF
|
2,003 |
$52K |
16.8% |
|
CCL
Carnival Corp Ltd.
|
283 |
$8.2K |
2.7% |
|
APH
Amphenol Corp /De/
|
126 |
$22.2K |
7.2% |
|
PYPL
PayPal Holdings, Inc.
|
100 |
$4.3K |
1.4% |
|
ANET
Arista Networks, Inc.
|
96 |
$16.4K |
5.3% |
|
CMG
Chipotle Mexican Grill Inc
|
88 |
$3K |
1.0% |
|
NFLX
Netflix Inc
|
87 |
$6.2K |
2.0% |
|
LRCX
Lam Research Corp
|
81 |
$32K |
10.4% |
|
NOW
ServiceNow, Inc.
|
75 |
$7.5K |
2.4% |
|
MRVL
Marvell Technology, Inc.
|
75 |
$22.3K |
7.2% |
|
PGR
Progressive Corp/Oh/
|
71 |
$15.5K |
5.0% |
|
TW
Tradeweb Markets Inc.
|
65 |
$6K |
1.9% |
|
FTNT
Fortinet, Inc.
|
61 |
$9.4K |
3.0% |
|
V
Visa Inc.
|
48 |
$16.5K |
5.3% |
|
AVGO
Broadcom Inc.
|
42 |
$16K |
5.2% |
|
AMZN
Amazon Com Inc
|
41 |
$9.8K |
3.2% |
|
BRO
Brown & Brown, Inc.
|
40 |
$2.6K |
0.8% |
|
GDDY
GoDaddy Inc.
|
34 |
$2.9K |
1.0% |
|
ADSK
Autodesk, Inc.
|
30 |
$5.8K |
1.9% |
|
MCK
Mckesson Corp
|
16 |
$12.2K |
3.9% |
|
IDXX
Idexx Laboratories Inc /De
|
12 |
$6.6K |
2.1% |
|
LLY
ELI LILLY & Co
|
9 |
$10.3K |
3.3% |
|
FIX
Comfort Systems USA Inc
|
8 |
$15.8K |
5.1% |
|
FCNCA
First Citizens Bancshares Inc /De/
|
3 |
$6.2K |
2.0% |
|
ABT
Abbott Laboratories
|
0 |
$15 |
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)
$1.6M – $7M
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 |
$1.6M – $7M |
64 |
1 |
| 2023 |
2025-08-13 |
$2.1M – $11.1M |
67 |
1 |
| 2022 |
2023-08-11 |
$77.1K – $1.1M |
65 |
1 |
| 2021 |
2022-08-09 |
$94.1K – $1.3M |
70 |
3 |
Recent stock trades
Avg. disclosure lag
30.9 days
Filed past 45-day deadline
0%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-04-02 |
MRVL
Marvell Technology, Inc.
|
Buy |
SP |
$1K - $15K |
2026-05-13 |
41d
|
| 2026-04-02 |
INTU
Intuit Inc.
|
Sell |
— |
$1K - $15K |
2026-05-13 |
41d
|
| 2026-04-02 |
LLY
ELI LILLY & Co
|
Buy |
SP |
$1K - $15K |
2026-05-13 |
41d
|
| 2026-04-02 |
CMG
Chipotle Mexican Grill Inc
|
Sell |
— |
$1K - $15K |
2026-05-13 |
41d
|
| 2026-03-20 |
TTD
Trade Desk, Inc.
|
Sell |
— |
$1K - $15K |
2026-04-08 |
19d
|
| 2026-03-20 |
NFLX
Netflix Inc
|
Buy |
— |
$1K - $15K |
2026-04-08 |
19d
|
| 2026-03-13 |
PYPL
PayPal Holdings, Inc.
|
Buy |
— |
$1K - $15K |
2026-04-08 |
26d
|
| 2026-02-10 |
TTD
Trade Desk, Inc.
|
Buy |
SP |
$1K - $15K |
2026-03-06 |
24d
|
| 2026-02-10 |
NOW
ServiceNow, Inc.
|
Buy |
— |
$1K - $15K |
2026-03-06 |
24d
|
| 2026-02-10 |
PYPL
PayPal Holdings, Inc.
|
Sell |
SP |
$1K - $15K |
2026-03-06 |
24d
|
| 2026-02-10 |
BRO
Brown & Brown, Inc.
|
Sell |
— |
$1K - $15K |
2026-03-06 |
24d
|
| 2026-01-08 |
TTD
Trade Desk, Inc.
|
Sell |
— |
$1K - $15K |
2026-02-12 |
35d
|
| 2026-01-08 |
PH
Parker-Hannifin Corp
|
Sell |
— |
$1K - $15K |
2026-02-12 |
35d
|
| 2026-01-08 |
HWM
Howmet Aerospace Inc.
|
Sell |
— |
$1K - $15K |
2026-02-12 |
35d
|
| 2025-12-18 |
BTC
Grayscale Bitcoin Mini Trust ETF
|
Buy |
— |
$50K - $100K |
2026-01-07 |
20d
|
| 2025-12-04 |
FIX
Comfort Systems USA Inc
|
Buy |
— |
$1K - $15K |
2026-01-07 |
34d
|
| 2025-12-04 |
ABT
Abbott Laboratories
|
Sell |
— |
$1K - $15K |
2026-01-07 |
34d
|
| 2025-10-24 |
V
Visa Inc.
|
Buy |
SP |
$1K - $15K |
2025-11-18 |
25d
|
| 2025-10-24 |
BRO
Brown & Brown, Inc.
|
Buy |
— |
$1K - $15K |
2025-11-18 |
25d
|
| 2025-10-24 |
PGR
Progressive Corp/Oh/
|
Buy |
— |
$1K - $15K |
2025-11-18 |
25d
|
| 2025-10-23 |
HWM
Howmet Aerospace Inc.
|
Sell |
— |
$1K - $15K |
2025-11-18 |
26d
|
| 2025-10-09 |
TW
Tradeweb Markets Inc.
|
Buy |
SP |
$1K - $15K |
2025-11-18 |
40d
|
| 2025-10-09 |
TTD
Trade Desk, Inc.
|
Buy |
SP |
$1K - $15K |
2025-11-18 |
40d
|
| 2025-10-09 |
BRO
Brown & Brown, Inc.
|
Buy |
— |
$1K - $15K |
2025-11-18 |
40d
|
| 2025-10-09 |
CCL
Carnival Corp Ltd.
|
Buy |
— |
$1K - $15K |
2025-11-18 |
40d
|
