Richard W. Allen
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 2026-07-10. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
-1.7% |
+1.4% |
-3.1% |
| 1 month |
+2.7% |
+4.1% |
-1.4% |
| 1 quarter |
+1.4% |
+11.1% |
-9.7% |
| Year to date |
+4.6% |
+11.0% |
-6.4% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-10). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
NEE
Nextera Energy Inc
|
1,346 |
$118.4K |
5.7% |
|
FCX
Freeport-Mcmoran Inc
|
1,202 |
$74K |
3.5% |
|
DOV
DOVER Corp
|
1,049 |
$225.9K |
10.8% |
|
CB
Chubb Ltd
|
964 |
$335.5K |
16.1% |
|
SCHW
Schwab Charles Corp
|
906 |
$93.4K |
4.5% |
|
ABBV
AbbVie Inc.
|
856 |
$212.4K |
10.2% |
|
ROL
Rollins Inc
|
679 |
$30.2K |
1.5% |
|
GOOGL
Alphabet Inc.
|
610 |
$217.9K |
10.4% |
|
ALB
Albemarle Corp
|
477 |
$60.2K |
2.9% |
|
MAR
Marriott International Inc /Md/
|
426 |
$160.2K |
7.7% |
|
DE
Deere & Co
|
248 |
$145.3K |
7.0% |
|
KMI
Kinder Morgan, Inc.
|
246 |
$7.9K |
0.4% |
|
WMT
Walmart Inc.
|
223 |
$25.4K |
1.2% |
|
WM
Waste Management Inc
|
221 |
$51.5K |
2.5% |
|
HD
Home Depot, Inc.
|
200 |
$68.6K |
3.3% |
|
ATO
Atmos Energy Corp
|
199 |
$35.1K |
1.7% |
|
NFLX
Netflix Inc
|
189 |
$13.8K |
0.7% |
|
FERG
Ferguson Enterprises Inc. /DE/
|
146 |
$33.2K |
1.6% |
|
AMGN
Amgen Inc
|
145 |
$52.8K |
2.5% |
|
PYPL
PayPal Holdings, Inc.
|
96 |
$4.4K |
0.2% |
|
PG
PROCTER & GAMBLE Co
|
76 |
$11.2K |
0.5% |
|
PFE
Pfizer Inc
|
55 |
$1.3K |
0.1% |
|
CTAS
Cintas Corp
|
47 |
$8.4K |
0.4% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
42 |
$18.1K |
0.9% |
|
AXP
American Express Co
|
25 |
$8.9K |
0.4% |
|
AZO
Autozone Inc
|
21 |
$64.4K |
3.1% |
|
AMP
Ameriprise Financial Inc
|
19 |
$9.6K |
0.5% |
|
ACN
Accenture plc
|
6 |
$876 |
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)
$9.3M – $34.9M
Net worth band by reporting year
2021
2022
2023
2024
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2024 |
2025-08-11 |
$9.3M – $34.9M |
138 |
2 |
| 2023 |
2024-08-13 |
$8.5M – $33M |
121 |
2 |
| 2022 |
2023-08-12 |
$6.9M – $26.3M |
104 |
2 |
| 2021 |
2022-05-16 |
$8.2M – $40.2M |
56 |
2 |
Recent stock trades
Avg. disclosure lag
814.4 days
Filed past 45-day deadline
73.3%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-05-08 |
ACN
Accenture plc
|
Sell |
SP |
$15K - $50K |
2026-06-16 |
39d
|
| 2026-05-08 |
AXP
American Express Co
|
Buy |
SP |
$1K - $15K |
2026-06-16 |
39d
|
| 2026-05-08 |
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
Buy |
SP |
$1K - $15K |
2026-06-16 |
39d
|
| 2026-04-16 |
ABT
Abbott Laboratories
|
Sell |
SP |
$15K - $50K |
2026-06-05 |
50d late
|
| 2026-04-16 |
SPGI
S&P Global Inc.
|
Sell |
SP |
$15K - $50K |
2026-06-05 |
50d late
|
| 2026-04-16 |
INTU
Intuit Inc.
|
Sell |
SP |
$15K - $50K |
2026-06-05 |
50d late
|
| 2026-04-16 |
PG
PROCTER & GAMBLE Co
|
Sell |
SP |
$15K - $50K |
2026-06-05 |
50d late
|
| 2026-04-15 |
AMP
Ameriprise Financial Inc
|
Sell |
SP |
$50K - $100K |
2026-06-05 |
51d late
|
| 2026-02-19 |
KMI
Kinder Morgan, Inc.
|
Buy |
SP |
$1K - $15K |
2026-03-11 |
20d
|
| 2026-02-19 |
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
Buy |
SP |
$1K - $15K |
2026-03-11 |
20d
|
| 2026-02-19 |
INTU
Intuit Inc.
|
Sell |
SP |
$1K - $15K |
2026-03-11 |
20d
|
| 2026-02-18 |
INTU
Intuit Inc.
|
Sell |
SP |
$15K - $50K |
2026-03-11 |
21d
|
| 2026-01-14 |
AWK
American Water Works Company, Inc.
|
Sell |
SP |
$50K - $100K |
2026-02-17 |
34d
|
| 2026-01-14 |
PAYX
Paychex Inc
|
Sell |
SP |
$15K - $50K |
2026-02-17 |
34d
|
| 2026-01-14 |
SPGI
S&P Global Inc.
|
Buy |
SP |
$15K - $50K |
2026-02-17 |
34d
|
| 2025-12-12 |
FERG
Ferguson Enterprises Inc. /DE/
|
Buy |
SP |
$15K - $50K |
2026-01-15 |
34d
|
| 2025-12-12 |
NFLX
Netflix Inc
|
Sell |
SP |
$1K - $15K |
2026-01-15 |
34d
|
| 2025-10-10 |
CHD
Church & Dwight Co Inc /De/
|
Sell |
SP |
$15K - $50K |
2025-11-13 |
34d
|
| 2025-09-12 |
ACN
Accenture plc
|
Sell |
SP |
$1K - $15K |
2025-10-07 |
25d
|
| 2025-08-19 |
ACN
Accenture plc
|
Sell |
SP |
$1K - $15K |
2025-09-12 |
24d
|
| 2025-08-19 |
ATO
Atmos Energy Corp
|
Buy |
SP |
$15K - $50K |
2025-09-12 |
24d
|
| 2025-07-10 |
SCHW
Schwab Charles Corp
|
Buy |
SP |
$15K - $50K |
2025-08-11 |
32d
|
| 2025-06-20 |
INTU
Intuit Inc.
|
Buy |
SP |
$1K - $15K |
2025-07-15 |
25d
|
| 2025-05-16 |
TMO
Thermo Fisher Scientific Inc.
|
Sell |
SP |
$15K - $50K |
2025-06-18 |
33d
|
| 2025-05-16 |
NFLX
Netflix Inc
|
Buy |
SP |
$15K - $50K |
2025-06-18 |
33d
|
