Robert J. Wittman
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 2026-06-26. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
-0.5% |
-2.4% |
+1.9% |
| 1 month |
-0.9% |
-2.9% |
+2.0% |
| 1 quarter |
+5.2% |
+13.0% |
-7.9% |
| Year to date |
+6.1% |
+7.2% |
-1.1% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-06-26). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
SCHW
Schwab Charles Corp
|
401 |
$36.4K |
7.0% |
|
XOM
Exxon Mobil Corp
|
308 |
$42K |
8.1% |
|
WMT
Walmart Inc.
|
218 |
$25.2K |
4.9% |
|
AMZN
Amazon Com Inc
|
155 |
$36K |
7.0% |
|
RIO
Rio Tinto PLC
|
133 |
$12.4K |
2.4% |
|
ABBV
AbbVie Inc.
|
128 |
$32.4K |
6.3% |
|
TJX
Tjx Companies Inc /De/
|
107 |
$16.7K |
3.2% |
|
AVGO
Broadcom Inc.
|
96 |
$35.2K |
6.8% |
|
AXP
American Express Co
|
81 |
$27.7K |
5.3% |
|
GE
General Electric Co
|
63 |
$23.2K |
4.5% |
|
MSI
Motorola Solutions, Inc.
|
61 |
$24.5K |
4.7% |
|
CCI
Crown Castle Inc.
|
61 |
$5K |
1.0% |
|
PG
PROCTER & GAMBLE Co
|
55 |
$8.1K |
1.6% |
|
AAPL
Apple Inc.
|
55 |
$15.5K |
3.0% |
|
CAT
Caterpillar Inc
|
54 |
$53.7K |
10.4% |
|
AMT
American Tower Corp /Ma/
|
48 |
$8.4K |
1.6% |
|
TGT
Target Corp
|
46 |
$6.5K |
1.3% |
|
EOG
Eog Resources Inc
|
45 |
$6K |
1.2% |
|
ZTS
Zoetis Inc.
|
45 |
$3.4K |
0.7% |
|
MA
Mastercard Inc
|
40 |
$20K |
3.9% |
|
MSFT
Microsoft Corp
|
40 |
$14.9K |
2.9% |
|
HD
Home Depot, Inc.
|
37 |
$12.9K |
2.5% |
|
COST
Costco Wholesale Corp /New
|
29 |
$27.2K |
5.2% |
|
LOW
Lowes Companies Inc
|
27 |
$6.1K |
1.2% |
|
SPGI
S&P Global Inc.
|
21 |
$8.5K |
1.7% |
|
MCD
Mcdonalds Corp
|
20 |
$5.3K |
1.0% |
|
MRK
Merck & Co., Inc.
|
13 |
$1.6K |
0.3% |
|
BSX
Boston Scientific Corp
|
10 |
$443 |
0.1% |
|
JPM
Jpmorgan Chase & Co
|
5 |
$1.5K |
0.3% |
|
V
Visa Inc.
|
3 |
$976 |
0.2% |
|
ACN
Accenture plc
|
2 |
$299 |
0.1% |
|
HIG
Hartford Insurance Group, Inc.
|
2 |
$268 |
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.
Latest net worth (band)
$606.1K – $8.2M
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 |
$606.1K – $8.2M |
100 |
3 |
| 2023 |
2024-08-13 |
$479.1K – $7.9M |
101 |
4 |
| 2022 |
2023-08-13 |
$405.1K – $8.1M |
132 |
4 |
| 2021 |
2022-05-14 |
-$338.9K – $3.8M |
116 |
4 |
Recent stock trades
Avg. disclosure lag
49.4 days
Filed past 45-day deadline
19.8%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2023-12-07 |
MA
Mastercard Inc
|
Buy |
— |
$1K - $15K |
2023-01-05 |
-336d
|
| 2023-09-28 |
ABBV
AbbVie Inc.
|
Sell |
— |
$1K - $15K |
2023-10-19 |
21d
|
| 2023-09-28 |
AMZN
Amazon Com Inc
|
Sell |
— |
$1K - $15K |
2023-10-19 |
21d
|
| 2023-09-28 |
AAPL
Apple Inc.
|
Sell |
— |
$1K - $15K |
2023-10-19 |
21d
|
| 2023-09-28 |
CAT
Caterpillar Inc
|
Sell |
— |
$1K - $15K |
2023-10-19 |
21d
|
| 2023-09-28 |
EOG
Eog Resources Inc
|
Sell |
— |
$1K - $15K |
2023-10-19 |
21d
|
| 2023-09-28 |
HIG
Hartford Insurance Group, Inc.
|
Sell |
— |
$1K - $15K |
2023-10-19 |
21d
|
| 2023-09-28 |
JPM
Jpmorgan Chase & Co
|
Sell |
— |
$1K - $15K |
2023-10-19 |
21d
|
| 2023-09-28 |
KMI
Kinder Morgan, Inc.
|
Sell |
— |
$1K - $15K |
2023-10-19 |
21d
|
| 2023-09-28 |
MSFT
Microsoft Corp
|
Sell |
— |
$1K - $15K |
2023-10-19 |
21d
|
| 2023-09-28 |
PLD
Prologis, Inc.
|
Sell |
— |
$1K - $15K |
2023-10-19 |
21d
|
| 2023-09-28 |
UNH
Unitedhealth Group Inc
|
Sell |
— |
$1K - $15K |
2023-10-19 |
21d
|
| 2023-09-28 |
WMT
Walmart Inc.
|
Sell |
— |
$1K - $15K |
2023-10-19 |
21d
|
| 2023-09-15 |
FIS
Fidelity National Information Services, Inc.
|
Sell |
— |
$1K - $15K |
2023-10-19 |
34d
|
| 2023-09-15 |
IFF
International Flavors & Fragrances Inc
|
Sell |
— |
$1K - $15K |
2023-10-19 |
34d
|
| 2023-09-07 |
AMT
American Tower Corp /Ma/
|
Buy |
— |
$1K - $15K |
2023-10-19 |
42d
|
| 2023-08-17 |
PSX
Phillips 66
|
Sell |
— |
$1K - $15K |
2023-09-30 |
44d
|
| 2023-07-31 |
KMB
Kimberly Clark Corp
|
Sell |
— |
$1K - $15K |
2023-09-30 |
61d late
|
| 2023-07-31 |
PG
PROCTER & GAMBLE Co
|
Buy |
— |
$1K - $15K |
2023-09-30 |
61d late
|
| 2023-07-27 |
UNP
Union Pacific Corp
|
Sell |
— |
$1K - $15K |
2023-09-30 |
65d late
|
| 2023-07-21 |
DG
Dollar General Corp
|
Sell |
— |
$1K - $15K |
2023-09-30 |
71d late
|
| 2023-07-21 |
ZTS
Zoetis Inc.
|
Buy |
— |
$1K - $15K |
2023-09-30 |
71d late
|
| 2023-06-13 |
AVGO
Broadcom Inc.
|
Sell |
— |
$1K - $15K |
2023-09-30 |
109d late
|
| 2023-06-13 |
CB
Chubb Ltd
|
Sell |
— |
$1K - $15K |
2023-09-30 |
109d late
|
| 2023-06-13 |
SPGI
S&P Global Inc.
|
Buy |
— |
$1K - $15K |
2023-09-30 |
109d late
|
