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 |
+0.1% |
+0.3% |
-0.2% |
| 1 month |
+1.5% |
+1.2% |
+0.4% |
| 1 quarter |
+10.9% |
+10.6% |
+0.3% |
| Year to date |
+27.0% |
+10.0% |
+17.0% |
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 |
|
GNPX
Genprex, Inc.
|
14,564 |
$8.6K |
1.5% |
|
SMPL
Simply Good Foods Co
|
4,992 |
$65.7K |
11.6% |
|
T
At&T Inc.
|
3,474 |
$73.3K |
13.0% |
|
CNC
Centene Corp
|
1,791 |
$118.4K |
21.0% |
|
HY
Hyster-Yale, Inc.
|
1,183 |
$37.5K |
6.6% |
|
BKR
Baker Hughes Co
|
774 |
$44.5K |
7.9% |
|
VZ
Verizon Communications Inc
|
708 |
$30K |
5.3% |
|
USFD
US Foods Holding Corp.
|
476 |
$49.5K |
8.8% |
|
DASH
DoorDash, Inc.
|
168 |
$32.9K |
5.8% |
|
LGIH
LGI Homes, Inc.
|
154 |
$9K |
1.6% |
|
F
Ford Motor Co
|
148 |
$2K |
0.4% |
|
UNH
Unitedhealth Group Inc
|
91 |
$39.2K |
6.9% |
|
SMCI
Super Micro Computer, Inc.
|
56 |
$1.5K |
0.3% |
|
IHG
Intercontinental Hotels Group PLC /New/
|
54 |
$9.1K |
1.6% |
|
COIN
Coinbase Global, Inc.
|
52 |
$8.2K |
1.5% |
|
BLK
BlackRock, Inc.
|
35 |
$35.4K |
6.3% |
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)
$4.5M – $15.8M
Net worth band by reporting year
2024
2025
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2025 |
2026-05-14 |
$4.5M – $15.8M |
48 |
0 |
| 2024 |
2026-05-14 |
$3.6M – $10.8M |
42 |
0 |
Recent stock trades
Avg. disclosure lag
26.3 days
Filed past 45-day deadline
7.1%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-06-04 |
T
At&T Inc.
|
Buy |
— |
$50K - $100K |
2026-06-05 |
1d
|
| 2026-05-21 |
T
At&T Inc.
|
Sell |
— |
$15K - $50K |
2026-06-05 |
15d
|
| 2026-05-18 |
T
At&T Inc.
|
Buy |
— |
$15K - $50K |
2026-05-19 |
1d
|
| 2026-05-07 |
IHG
Intercontinental Hotels Group PLC /New/
|
Buy |
— |
$1K - $15K |
2026-05-19 |
12d
|
| 2026-04-07 |
HOG
Harley-Davidson, Inc.
|
Sell |
— |
$50K - $100K |
2026-04-28 |
21d
|
| 2026-04-01 |
CBRL
Cracker Barrel Old Country Store, Inc
|
Sell |
— |
$15K - $50K |
2026-04-28 |
27d
|
| 2026-03-26 |
LGIH
LGI Homes, Inc.
|
Sell |
— |
$100K - $250K |
2026-04-28 |
33d
|
| 2026-03-24 |
NVDA
Nvidia Corp
|
Sell |
— |
$15K - $50K |
2026-04-28 |
35d
|
| 2026-03-23 |
CBRL
Cracker Barrel Old Country Store, Inc
|
Buy |
— |
$15K - $50K |
2026-03-24 |
1d
|
| 2026-03-20 |
LGIH
LGI Homes, Inc.
|
Buy |
— |
$15K - $50K |
2026-03-24 |
4d
|
| 2026-03-19 |
LGIH
LGI Homes, Inc.
|
Buy |
— |
$50K - $100K |
2026-03-24 |
5d
|
| 2026-03-18 |
LGIH
LGI Homes, Inc.
|
Buy |
— |
$15K - $50K |
2026-03-24 |
6d
|
| 2026-03-17 |
DNUT
Krispy Kreme, Inc.
|
Sell |
— |
$15K - $50K |
2026-03-24 |
7d
|
| 2026-03-13 |
SMPL
Simply Good Foods Co
|
Buy |
— |
$1K - $15K |
2026-03-24 |
11d
|
| 2026-03-12 |
SMPL
Simply Good Foods Co
|
Buy |
— |
$1K - $15K |
2026-03-24 |
12d
|
| 2026-03-12 |
HOG
Harley-Davidson, Inc.
|
Buy |
— |
$15K - $50K |
2026-03-24 |
12d
|
| 2026-03-12 |
LGIH
LGI Homes, Inc.
|
Buy |
— |
$15K - $50K |
2026-03-24 |
12d
|
| 2026-02-18 |
COIN
Coinbase Global, Inc.
|
Sell |
— |
$1K - $15K |
2026-02-20 |
2d
|
| 2026-02-12 |
DNUT
Krispy Kreme, Inc.
|
Buy |
— |
$1K - $15K |
2026-02-20 |
8d
|
| 2026-02-11 |
SMPL
Simply Good Foods Co
|
Buy |
— |
$15K - $50K |
2026-02-20 |
9d
|
| 2026-02-05 |
GNPX
Genprex, Inc.
|
Buy |
— |
$1K - $15K |
2026-02-20 |
15d
|
| 2026-02-03 |
SMPL
Simply Good Foods Co
|
Buy |
— |
$15K - $50K |
2026-02-20 |
17d
|
| 2026-01-30 |
VZ
Verizon Communications Inc
|
Sell |
— |
$15K - $200 |
2026-02-20 |
21d
|
| 2026-01-30 |
T
At&T Inc.
|
Sell |
— |
$15K - $50K |
2026-02-20 |
21d
|
| 2026-01-23 |
HOG
Harley-Davidson, Inc.
|
Buy |
— |
$15K - $50K |
2026-02-20 |
28d
|
