David J. Taylor
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 |
-1.3% |
+1.4% |
-2.7% |
| 1 month |
+4.2% |
+4.1% |
+0.1% |
| 1 quarter |
+5.2% |
+11.1% |
-5.9% |
| Year to date |
+2.4% |
+11.0% |
-8.7% |
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 |
|
T
At&T Inc.
|
1,041 |
$22K |
4.6% |
|
PG
PROCTER & GAMBLE Co
|
319 |
$47K |
9.8% |
|
RPM
Rpm International Inc/De/
|
310 |
$32.6K |
6.8% |
|
KR
Kroger Co
|
275 |
$16.6K |
3.5% |
|
PGR
Progressive Corp/Oh/
|
234 |
$54.1K |
11.3% |
|
FITB
Fifth Third Bancorp
|
234 |
$13.4K |
2.8% |
|
PLD
Prologis, Inc.
|
177 |
$24.9K |
5.2% |
|
V
Visa Inc.
|
148 |
$51.7K |
10.8% |
|
IBP
Installed Building Products, Inc.
|
139 |
$31.4K |
6.6% |
|
AMZN
Amazon Com Inc
|
117 |
$28.7K |
6.0% |
|
HD
Home Depot, Inc.
|
74 |
$25.4K |
5.3% |
|
MSFT
Microsoft Corp
|
56 |
$21.6K |
4.5% |
|
ETN
Eaton Corp plc
|
54 |
$21.9K |
4.6% |
|
LLY
ELI LILLY & Co
|
44 |
$52.1K |
10.9% |
|
JPM
Jpmorgan Chase & Co
|
26 |
$8.8K |
1.8% |
|
MEDP
Medpace Holdings, Inc.
|
19 |
$10.3K |
2.1% |
|
AVGO
Broadcom Inc.
|
18 |
$7.2K |
1.5% |
|
PH
Parker-Hannifin Corp
|
7 |
$6.7K |
1.4% |
|
VRTX
Vertex Pharmaceuticals Inc / Ma
|
4 |
$2.2K |
0.5% |
|
SJM
J M SMUCKER Co
|
4 |
$454 |
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)
$1.4M – $4.6M
Net worth band by reporting year
2025
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2025 |
2026-05-15 |
$1.4M – $4.6M |
91 |
1 |
Recent stock trades
Avg. disclosure lag
14.8 days
Filed past 45-day deadline
5.3%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-06-15 |
CVX
Chevron Corp
|
Buy |
— |
$1K - $15K |
2026-07-01 |
16d
|
| 2026-06-15 |
IBP
Installed Building Products, Inc.
|
Buy |
— |
$1K - $15K |
2026-07-01 |
16d
|
| 2026-06-05 |
GOOGL
Alphabet Inc.
|
Buy |
— |
$1K - $15K |
2026-06-12 |
7d
|
| 2026-06-05 |
AMZN
Amazon Com Inc
|
Sell |
— |
$1K - $15K |
2026-06-12 |
7d
|
| 2026-06-05 |
AEP
American Electric Power Co Inc
|
Buy |
— |
$1K - $15K |
2026-06-12 |
7d
|
| 2026-06-05 |
LRCX
Lam Research Corp
|
Sell |
— |
$1K - $15K |
2026-06-12 |
7d
|
| 2026-06-05 |
AMGN
Amgen Inc
|
Buy |
— |
$1K - $15K |
2026-06-12 |
7d
|
| 2026-06-05 |
T
At&T Inc.
|
Buy |
— |
$1K - $15K |
2026-06-12 |
7d
|
| 2026-06-05 |
KR
Kroger Co
|
Buy |
— |
$1K - $15K |
2026-06-12 |
7d
|
| 2026-05-15 |
GOOGL
Alphabet Inc.
|
Sell |
— |
$15K - $50K |
2026-05-28 |
13d
|
| 2026-05-15 |
MEDP
Medpace Holdings, Inc.
|
Buy |
— |
$1K - $15K |
2026-05-28 |
13d
|
| 2026-05-15 |
PH
Parker-Hannifin Corp
|
Buy |
— |
$1K - $15K |
2026-05-28 |
13d
|
| 2026-05-15 |
AAPL
Apple Inc.
|
Sell |
— |
$1K - $15K |
2026-05-28 |
13d
|
| 2026-05-15 |
T
At&T Inc.
|
Buy |
— |
$1K - $15K |
2026-05-28 |
13d
|
| 2026-05-15 |
HD
Home Depot, Inc.
|
Buy |
— |
$1K - $15K |
2026-05-28 |
13d
|
| 2026-05-15 |
GOOGL
Alphabet Inc.
|
Sell |
— |
$1K - $15K |
2026-05-28 |
13d
|
| 2026-04-27 |
AVGO
Broadcom Inc.
|
Sell |
— |
$1K - $15K |
2026-05-07 |
10d
|
| 2026-04-27 |
LRCX
Lam Research Corp
|
Sell |
— |
$1K - $15K |
2026-05-07 |
10d
|
| 2026-04-27 |
HD
Home Depot, Inc.
|
Sell |
— |
$1K - $15K |
2026-05-07 |
10d
|
| 2026-04-27 |
HD
Home Depot, Inc.
|
Buy |
— |
$1K - $15K |
2026-05-07 |
10d
|
| 2026-04-27 |
PG
PROCTER & GAMBLE Co
|
Buy |
— |
$1K - $15K |
2026-05-07 |
10d
|
| 2026-04-27 |
PGR
Progressive Corp/Oh/
|
Buy |
— |
$1K - $15K |
2026-05-07 |
10d
|
| 2026-04-27 |
V
Visa Inc.
|
Buy |
— |
$1K - $15K |
2026-05-07 |
10d
|
| 2026-03-24 |
IBP
Installed Building Products, Inc.
|
Buy |
— |
$1K - $15K |
2026-04-02 |
9d
|
| 2026-03-24 |
KR
Kroger Co
|
Sell |
— |
$1K - $15K |
2026-04-02 |
9d
|