Dan Newhouse
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 2026-07-16. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+1.2% |
+0.4% |
+0.8% |
| 1 month |
+2.6% |
+0.6% |
+2.0% |
| 1 quarter |
+11.0% |
+7.6% |
+3.4% |
| Year to date |
+15.7% |
+11.0% |
+4.7% |
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 |
|
VFC
V F Corp
|
274 |
$4.7K |
0.9% |
|
CSX
Csx Corp
|
233 |
$11.5K |
2.3% |
|
NVDA
Nvidia Corp
|
215 |
$45.8K |
9.2% |
|
T
At&T Inc.
|
215 |
$4.6K |
0.9% |
|
FTNT
Fortinet, Inc.
|
180 |
$29.6K |
5.9% |
|
GIS
General Mills Inc
|
166 |
$6.2K |
1.2% |
|
FMC
Fmc Corp
|
140 |
$1.5K |
0.3% |
|
OKE
Oneok Inc /New/
|
113 |
$10.3K |
2.1% |
|
NEE
Nextera Energy Inc
|
110 |
$9.8K |
2.0% |
|
NI
Nisource Inc.
|
98 |
$4.5K |
0.9% |
|
UPS
United Parcel Service Inc
|
95 |
$10.8K |
2.2% |
|
NKE
NIKE, Inc.
|
94 |
$4K |
0.8% |
|
TXT
Textron Inc
|
92 |
$8.2K |
1.6% |
|
COP
Conocophillips
|
87 |
$9.6K |
1.9% |
|
FISV
Fiserv Inc
|
85 |
$4.3K |
0.9% |
|
SCHW
Schwab Charles Corp
|
83 |
$8.5K |
1.7% |
|
TGT
Target Corp
|
78 |
$10.8K |
2.2% |
|
PLD
Prologis, Inc.
|
78 |
$11.2K |
2.2% |
|
XOM
ExxonMobil Holdings Corp
|
77 |
$11.1K |
2.2% |
|
VZ
Verizon Communications Inc
|
74 |
$3.3K |
0.7% |
|
PG
PROCTER & GAMBLE Co
|
69 |
$10.2K |
2.0% |
|
V
Visa Inc.
|
58 |
$20.7K |
4.2% |
|
ROST
Ross Stores, Inc.
|
55 |
$12.5K |
2.5% |
|
BX
Blackstone Inc.
|
53 |
$6.8K |
1.4% |
|
AMAT
Applied Materials Inc /De
|
49 |
$28.5K |
5.7% |
|
HON
Honeywell International Inc
|
47 |
$10.5K |
2.1% |
|
ZTS
Zoetis Inc.
|
46 |
$3.4K |
0.7% |
|
AMD
Advanced Micro Devices Inc
|
45 |
$24K |
4.8% |
|
AME
Ametek Inc/
|
44 |
$10.3K |
2.1% |
|
LULU
lululemon athletica inc.
|
43 |
$5K |
1.0% |
|
PANW
Palo Alto Networks Inc
|
42 |
$14.9K |
3.0% |
|
TMUS
T-Mobile US, Inc.
|
41 |
$7.7K |
1.6% |
|
LOW
Lowes Companies Inc
|
39 |
$8.2K |
1.6% |
|
BR
Broadridge Financial Solutions, Inc.
|
36 |
$5.3K |
1.1% |
|
NXPI
NXP Semiconductors N.V.
|
35 |
$9.7K |
1.9% |
|
RCL
Royal Caribbean Cruises Ltd
|
29 |
$8.4K |
1.7% |
|
AVGO
Broadcom Inc.
|
29 |
$11.4K |
2.3% |
|
MCO
Moodys Corp /De/
|
29 |
$14.5K |
2.9% |
|
DE
Deere & Co
|
28 |
$16.3K |
3.3% |
|
ADP
Automatic Data Processing Inc
|
27 |
$6.7K |
1.3% |
|
DHR
Danaher Corp /De/
|
24 |
$4.8K |
1.0% |
|
EQR
Equity Residential
|
21 |
$1.4K |
0.3% |
|
NFLX
Netflix Inc
|
18 |
$1.3K |
0.3% |
|
SNPS
Synopsys Inc
|
17 |
$7.2K |
1.5% |
|
AMZN
Amazon Com Inc
|
16 |
$4K |
0.8% |
|
SPGI
S&P Global Inc.
|
15 |
$6.9K |
1.4% |
|
TSLA
Tesla, Inc.
|
13 |
$5K |
1.0% |
|
AAPL
Apple Inc.
|
11 |
$3.8K |
0.8% |
|
TMO
Thermo Fisher Scientific Inc.
|
10 |
$5.3K |
1.1% |
|
LIN
Linde PLC
|
10 |
$4.9K |
1.0% |
|
ADBE
Adobe Inc.
|
8 |
$1.9K |
0.4% |
|
BLK
BlackRock, Inc.
|
6 |
$6.9K |
1.4% |
|
UNH
Unitedhealth Group Inc
|
2 |
$960 |
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)
$777.1K – $29.2M
Net worth band by reporting year
2021
2022
2023
2024
2025
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2025 |
2026-05-15 |
$777.1K – $29.2M |
145 |
4 |
| 2024 |
2025-05-14 |
$707.1K – $28.5M |
120 |
3 |
| 2023 |
2024-05-11 |
-$84.9K – $28.2M |
101 |
4 |
| 2022 |
2024-04-25 |
-$655.9K – $26.8M |
82 |
4 |
| 2021 |
2023-06-13 |
-$407.9K – $27.2M |
63 |
3 |
Recent stock trades
Avg. disclosure lag
135.7 days
Filed past 45-day deadline
30.5%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2025-12-31 |
BR
Broadridge Financial Solutions, Inc.
|
Buy |
SP |
$1K - $15K |
2026-01-15 |
15d
|
| 2025-12-31 |
RCL
Royal Caribbean Cruises Ltd
|
Buy |
SP |
$1K - $15K |
2026-01-15 |
15d
|
| 2025-12-31 |
SNPS
Synopsys Inc
|
Buy |
SP |
$1K - $15K |
2026-01-15 |
15d
|
| 2025-12-11 |
BX
Blackstone Inc.
|
Buy |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-12-11 |
SCHW
Schwab Charles Corp
|
Buy |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-12-11 |
PANW
Palo Alto Networks Inc
|
Buy |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-12-11 |
TXT
Textron Inc
|
Buy |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-12-11 |
TMUS
T-Mobile US, Inc.
|
Buy |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-12-11 |
GOOGL
Alphabet Inc.
|
Sell |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-12-11 |
AVGO
Broadcom Inc.
|
Sell |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-12-11 |
BRO
Brown & Brown, Inc.
|
Sell |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-12-11 |
DG
Dollar General Corp
|
Sell |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-12-11 |
LULU
lululemon athletica inc.
|
Buy |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-12-11 |
MGA
Magna International Inc
|
Sell |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-12-11 |
NXPI
NXP Semiconductors N.V.
|
Buy |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-12-11 |
SBUX
Starbucks Corp
|
Sell |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-12-11 |
TFC
Truist Financial Corp
|
Sell |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-12-11 |
ULTA
Ulta Beauty, Inc.
|
Sell |
SP |
$1K - $15K |
2026-01-15 |
35d
|
| 2025-08-18 |
AMAT
Applied Materials Inc /De
|
Buy |
SP |
$1K - $15K |
2025-09-17 |
30d
|
| 2025-08-18 |
ADP
Automatic Data Processing Inc
|
Buy |
SP |
$1K - $15K |
2025-09-17 |
30d
|
| 2025-08-18 |
BRO
Brown & Brown, Inc.
|
Buy |
SP |
$1K - $15K |
2025-09-17 |
30d
|
| 2025-08-18 |
GIS
General Mills Inc
|
Buy |
SP |
$1K - $15K |
2025-09-17 |
30d
|
| 2025-08-18 |
ROST
Ross Stores, Inc.
|
Buy |
SP |
$1K - $15K |
2025-09-17 |
30d
|
| 2025-08-18 |
RTX
RTX Corp
|
Sell |
SP |
$1K - $15K |
2025-09-17 |
30d
|
| 2025-08-18 |
SPGI
S&P Global Inc.
|
Buy |
SP |
$1K - $15K |
2025-09-17 |
30d
|
