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 2026-07-08. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+3.6% |
-0.1% |
+3.6% |
| 1 month |
+4.5% |
+0.8% |
+3.7% |
| 1 quarter |
+14.4% |
+10.3% |
+4.1% |
| Year to date |
+13.3% |
+9.6% |
+3.7% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-08). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
T
At&T Inc.
|
1,125 |
$23.8K |
3.3% |
|
AAPL
Apple Inc.
|
1,112 |
$348.6K |
48.9% |
|
NLY
Annaly Capital Management Inc
|
499 |
$11.2K |
1.6% |
|
ABBV
AbbVie Inc.
|
482 |
$121.7K |
17.1% |
|
GOLD
Gold.com, Inc.
|
417 |
$17.2K |
2.4% |
|
GOOGL
Alphabet Inc.
|
222 |
$80.2K |
11.3% |
|
VZ
Verizon Communications Inc
|
192 |
$8.1K |
1.1% |
|
TGT
Target Corp
|
161 |
$21.3K |
3.0% |
|
EMR
Emerson Electric Co
|
146 |
$19.9K |
2.8% |
|
MRK
Merck & Co., Inc.
|
117 |
$14.8K |
2.1% |
|
F
Ford Motor Co
|
108 |
$1.5K |
0.2% |
|
IBM
International Business Machines Corp
|
84 |
$25.5K |
3.6% |
|
JNJ
Johnson & Johnson
|
62 |
$16.2K |
2.3% |
|
ORCL
Oracle Corp
|
18 |
$2.5K |
0.4% |
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)
$2.1M – $5.6M
Net worth band by reporting year
2021
2022 — not e-filed
2023 — not e-filed
2024 — not e-filed
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2021 |
2022-04-21 |
$2.1M – $5.6M |
69 |
1 |
Recent stock trades
Avg. disclosure lag
4.8 days
Filed past 45-day deadline
0%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2022-12-21 |
MDT
Medtronic plc
|
Sell |
— |
$15K - $50K |
2022-12-22 |
1d
|
| 2022-12-21 |
COHR
Coherent Corp.
|
Sell |
— |
$1K - $15K |
2022-12-22 |
1d
|
| 2022-12-21 |
INTC
Intel Corp
|
Sell |
— |
$15K - $50K |
2022-12-22 |
1d
|
| 2022-10-27 |
F
Ford Motor Co
|
Sell |
— |
$1K - $15K |
2022-10-31 |
4d
|
| 2022-09-06 |
AAPL
Apple Inc.
|
Buy |
— |
$1K - $15K |
2022-09-06 |
0d
|
| 2022-08-04 |
WBD
Warner Bros. Discovery, Inc.
|
Sell |
— |
$1K - $15K |
2022-08-05 |
1d
|
| 2022-08-04 |
DD
DuPont de Nemours, Inc.
|
Sell |
— |
$1K - $15K |
2022-08-05 |
1d
|
| 2022-08-04 |
LLY
ELI LILLY & Co
|
Sell |
— |
$1K - $15K |
2022-08-05 |
1d
|
| 2022-06-23 |
F
Ford Motor Co
|
Buy |
— |
$1K - $15K |
2022-06-27 |
4d
|
| 2022-05-11 |
AAPL
Apple Inc.
|
Buy |
— |
$1K - $15K |
2022-05-16 |
5d
|
| 2022-02-02 |
GOOGL
Alphabet Inc.
|
Buy |
— |
$15K - $50K |
2022-02-06 |
4d
|
| 2022-01-06 |
TGT
Target Corp
|
Buy |
— |
$15K - $50K |
2022-01-06 |
0d
|
| 2021-12-22 |
BA
Boeing Co
|
Sell |
— |
$15K - $50K |
2021-12-23 |
1d
|
| 2021-12-22 |
T
At&T Inc.
|
Buy |
— |
$1K - $15K |
2021-12-23 |
1d
|
| 2021-12-22 |
AAPL
Apple Inc.
|
Buy |
— |
$1K - $15K |
2021-12-23 |
1d
|
| 2021-11-26 |
MRK
Merck & Co., Inc.
|
Buy |
— |
$1K - $15K |
2021-11-28 |
2d
|
| 2021-11-26 |
T
At&T Inc.
|
Buy |
— |
$1K - $15K |
2021-11-28 |
2d
|
| 2021-11-26 |
ABBV
AbbVie Inc.
|
Buy |
— |
$1K - $15K |
2021-11-28 |
2d
|
| 2021-11-24 |
STM
STMicroelectronics N.V.
|
Sell |
— |
$15K - $50K |
2021-11-28 |
4d
|
| 2021-11-24 |
QS
QuantumScape Corp
|
Sell |
— |
$1K - $15K |
2021-11-28 |
4d
|
| 2021-11-16 |
STM
STMicroelectronics N.V.
|
Buy |
— |
$1K - $15K |
2021-11-21 |
5d
|
| 2021-11-15 |
QS
QuantumScape Corp
|
Buy |
— |
$1K - $15K |
2021-11-21 |
6d
|
| 2021-11-15 |
MRVL
Marvell Technology, Inc.
|
Sell |
— |
$15K - $50K |
2021-11-21 |
6d
|
| 2021-11-09 |
NEO
Neogenomics Inc
|
Sell |
— |
$1K - $15K |
2021-11-14 |
5d
|
| 2021-11-09 |
XOM
ExxonMobil Holdings Corp
|
Buy |
— |
$1K - $15K |
2021-11-14 |
5d
|
