William R. Keating
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 2026-06-29. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+1.6% |
-0.5% |
+2.1% |
| 1 month |
-4.4% |
-2.1% |
-2.3% |
| 1 quarter |
+12.2% |
+16.9% |
-4.6% |
| Year to date |
+5.1% |
+9.0% |
-3.9% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-06-29). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
ARMK
Aramark
|
504 |
$28.3K |
4.0% |
|
AMZN
Amazon Com Inc
|
255 |
$61.2K |
8.6% |
|
AMH
American Homes 4 Rent
|
221 |
$7.5K |
1.1% |
|
LRCX
Lam Research Corp
|
213 |
$87.6K |
12.3% |
|
GOOGL
Alphabet Inc.
|
164 |
$58K |
8.2% |
|
PG
PROCTER & GAMBLE Co
|
138 |
$20.4K |
2.9% |
|
PEP
Pepsico Inc
|
128 |
$17.7K |
2.5% |
|
MRK
Merck & Co., Inc.
|
127 |
$16.4K |
2.3% |
|
TJX
Tjx Companies Inc /De/
|
126 |
$19.1K |
2.7% |
|
JPM
Jpmorgan Chase & Co
|
119 |
$39.1K |
5.5% |
|
NOW
ServiceNow, Inc.
|
111 |
$11.1K |
1.6% |
|
PNC
Pnc Financial Services Group, Inc.
|
110 |
$27.1K |
3.8% |
|
BJ
BJ's Wholesale Club Holdings, Inc.
|
109 |
$9.7K |
1.4% |
|
CSGP
Costar Group, Inc.
|
108 |
$3.2K |
0.5% |
|
MSFT
Microsoft Corp
|
88 |
$33.1K |
4.7% |
|
VEEV
Veeva Systems Inc
|
77 |
$13.6K |
1.9% |
|
ICE
Intercontinental Exchange, Inc.
|
75 |
$9.2K |
1.3% |
|
CDW
CDW Corp
|
53 |
$7.2K |
1.0% |
|
NXPI
NXP Semiconductors N.V.
|
51 |
$14.3K |
2.0% |
|
QCOM
Qualcomm Inc/De
|
51 |
$9.6K |
1.4% |
|
BAX
Baxter International Inc
|
48 |
$1.1K |
0.2% |
|
PANW
Palo Alto Networks Inc
|
47 |
$15.6K |
2.2% |
|
VRSN
Verisign Inc/Ca
|
46 |
$11.5K |
1.6% |
|
CACI
Caci International Inc /De/
|
32 |
$14.8K |
2.1% |
|
VRTX
Vertex Pharmaceuticals Inc / Ma
|
31 |
$15.5K |
2.2% |
|
MCO
Moodys Corp /De/
|
28 |
$12.9K |
1.8% |
|
NOC
Northrop Grumman Corp /De/
|
28 |
$13.9K |
2.0% |
|
ACN
Accenture plc
|
26 |
$3.2K |
0.5% |
|
UNH
Unitedhealth Group Inc
|
25 |
$10.4K |
1.5% |
|
BA
Boeing Co
|
23 |
$5.1K |
0.7% |
|
ISRG
Intuitive Surgical Inc
|
23 |
$9.3K |
1.3% |
|
LIN
Linde PLC
|
22 |
$11.1K |
1.6% |
|
MA
Mastercard Inc
|
22 |
$11.1K |
1.6% |
|
KLAC
Kla Corp
|
22 |
$6K |
0.8% |
|
INTU
Intuit Inc.
|
21 |
$5.6K |
0.8% |
|
MCK
Mckesson Corp
|
21 |
$15.6K |
2.2% |
|
LOW
Lowes Companies Inc
|
15 |
$3.2K |
0.5% |
|
URI
United Rentals, Inc.
|
14 |
$15.6K |
2.2% |
|
CAT
Caterpillar Inc
|
12 |
$11.9K |
1.7% |
|
J
Jacobs Solutions Inc.
|
8 |
$1K |
0.1% |
|
CCI
Crown Castle Inc.
|
8 |
$622 |
0.1% |
|
TDG
TransDigm Group INC
|
8 |
$10.2K |
1.4% |
|
EA
Electronic Arts Inc.
|
4 |
$767 |
0.1% |
|
AZO
Autozone Inc
|
3 |
$10.9K |
1.5% |
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)
$1.7M – $4.8M
Net worth band by reporting year
2021
2022
2023
2024
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2024 |
2025-05-15 |
$1.7M – $4.8M |
89 |
0 |
| 2023 |
2024-05-15 |
$6.7M – $29.7M |
85 |
0 |
| 2022 |
2023-06-07 |
$6.6M – $29.6M |
89 |
0 |
| 2021 |
2022-09-26 |
$1.6M – $4.6M |
90 |
0 |
Recent stock trades
Avg. disclosure lag
25.8 days
Filed past 45-day deadline
1.9%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2025-03-03 |
BJ
BJ's Wholesale Club Holdings, Inc.
|
Sell |
— |
$1K - $15K |
2025-03-21 |
18d
|
| 2025-02-05 |
ACN
Accenture plc
|
Buy |
— |
$1K - $15K |
2025-02-25 |
20d
|
| 2025-02-05 |
ARMK
Aramark
|
Buy |
— |
$1K - $15K |
2025-02-25 |
20d
|
| 2025-02-05 |
MSFT
Microsoft Corp
|
Buy |
— |
$1K - $15K |
2025-02-25 |
20d
|
| 2025-02-05 |
PEP
Pepsico Inc
|
Buy |
— |
$1K - $15K |
2025-02-25 |
20d
|
| 2025-01-24 |
KLAC
Kla Corp
|
Buy |
— |
$1K - $15K |
2025-02-25 |
32d
|
| 2025-01-24 |
KLAC
Kla Corp
|
Buy |
— |
$1K - $15K |
2025-02-25 |
32d
|
| 2025-01-24 |
LRCX
Lam Research Corp
|
Sell |
— |
$1K - $15K |
2025-02-25 |
32d
|
| 2025-01-21 |
CSGP
Costar Group, Inc.
|
Buy |
— |
$1K - $15K |
2025-02-25 |
35d
|
| 2025-01-07 |
ABNB
Airbnb, Inc.
|
Sell |
— |
$1K - $15K |
2025-01-15 |
8d
|
| 2025-01-07 |
AMZN
Amazon Com Inc
|
Buy |
— |
$1K - $15K |
2025-01-15 |
8d
|
| 2024-10-31 |
GOOGL
Alphabet Inc.
|
Buy |
— |
$1K - $15K |
2024-11-06 |
6d
|
| 2024-10-31 |
AMZN
Amazon Com Inc
|
Buy |
— |
$1K - $15K |
2024-11-06 |
6d
|
| 2024-10-31 |
AMTM
Amentum Holdings, Inc.
|
Sell |
— |
$1K - $15K |
2024-11-06 |
6d
|
| 2024-10-31 |
MSFT
Microsoft Corp
|
Buy |
— |
$1K - $15K |
2024-11-06 |
6d
|
| 2024-10-31 |
QCOM
Qualcomm Inc/De
|
Buy |
— |
$1K - $15K |
2024-11-06 |
6d
|
| 2024-09-11 |
CAT
Caterpillar Inc
|
Sell |
— |
$1K - $15K |
2024-09-24 |
13d
|
| 2024-09-11 |
NXPI
NXP Semiconductors N.V.
|
Sell |
— |
$1K - $15K |
2024-09-24 |
13d
|
| 2024-05-17 |
ACN
Accenture plc
|
Sell |
— |
$1K - $15K |
2024-05-22 |
5d
|
| 2024-05-17 |
ABNB
Airbnb, Inc.
|
Sell |
— |
$1K - $15K |
2024-05-22 |
5d
|
| 2024-05-17 |
GOOGL
Alphabet Inc.
|
Sell |
— |
$1K - $15K |
2024-05-22 |
5d
|
| 2024-05-17 |
AMZN
Amazon Com Inc
|
Buy |
— |
$15K - $50K |
2024-05-22 |
5d
|
| 2024-05-17 |
AZO
Autozone Inc
|
Sell |
— |
$1K - $15K |
2024-05-22 |
5d
|
| 2024-05-17 |
CVS
CVS HEALTH Corp
|
Sell |
— |
$1K - $15K |
2024-05-22 |
5d
|
| 2024-05-17 |
J
Jacobs Solutions Inc.
|
Sell |
— |
$1K - $15K |
2024-05-22 |
5d
|
