John James

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	-0.6%	-2.1%	+1.4%
1 month	+1.1%	-3.6%	+4.7%
1 quarter	+13.3%	+15.0%	-1.6%
Year to date	+12.4%	+7.2%	+5.3%

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
SONY Sony Group Corp	514	$10.1K	2.2%
NVDA Nvidia Corp	210	$40.5K	8.9%
LVS Las Vegas Sands Corp	175	$8.2K	1.8%
T At&T Inc.	158	$3.6K	0.8%
AVTR Avantor, Inc.	112	$1.1K	0.3%
BAC Bank Of America Corp /De/	102	$5.9K	1.3%
CCI Crown Castle Inc.	101	$8.3K	1.8%
THC Tenet Healthcare Corp	99	$18.8K	4.2%
XOM Exxon Mobil Corp	94	$12.9K	2.8%
CAH Cardinal Health Inc	91	$21.4K	4.7%
DG Dollar General Corp	83	$9.8K	2.2%
ALLE Allegion plc	80	$11.1K	2.5%
WFC Wells Fargo & Company/Mn	64	$5.4K	1.2%
EA Electronic Arts Inc.	59	$12.2K	2.7%
SNY Sanofi	47	$2K	0.5%
ETR Entergy Corp /De/	44	$5.1K	1.1%
WMT Walmart Inc.	43	$5K	1.1%
AXTA Axalta Coating Systems Ltd.	43	$1.5K	0.3%
CTVA Corteva, Inc.	42	$3.5K	0.8%
ITW Illinois Tool Works Inc	39	$10.4K	2.3%
ETN Eaton Corp plc	37	$14.9K	3.3%
VZ Verizon Communications Inc	36	$1.7K	0.4%
KO Coca Cola Co	36	$3K	0.7%
CIEN Ciena Corp	36	$17.1K	3.8%
MRVL Marvell Technology, Inc.	34	$9.1K	2.0%
SO Southern Co	34	$3.3K	0.7%
TKO TKO Group Holdings, Inc.	34	$7.3K	1.6%
AVGO Broadcom Inc.	33	$12.1K	2.7%
APD Air Products & Chemicals, Inc.	33	$9.2K	2.0%
MDT Medtronic plc	33	$2.7K	0.6%
MS Morgan Stanley	31	$6.5K	1.4%
AEP American Electric Power Co Inc	30	$4.1K	0.9%
PNC Pnc Financial Services Group, Inc.	26	$6.4K	1.4%
PGR Progressive Corp/Oh/	25	$5.7K	1.3%
ICE Intercontinental Exchange, Inc.	25	$3.1K	0.7%
NVO Novo Nordisk A S	22	$1.1K	0.2%
ELV Elevance Health, Inc.	21	$8.3K	1.8%
CTSH Cognizant Technology Solutions Corp	20	$813	0.2%
JPM Jpmorgan Chase & Co	20	$6.5K	1.4%
ABBV AbbVie Inc.	20	$5K	1.1%
TXN Texas Instruments Inc	17	$4.9K	1.1%
MU Micron Technology Inc	17	$19.3K	4.3%
ABT Abbott Laboratories	17	$1.6K	0.4%
IBM International Business Machines Corp	17	$4.5K	1.0%
TJX Tjx Companies Inc /De/	16	$2.5K	0.5%
OTIS Otis Worldwide Corp	15	$1.1K	0.2%
RGA Reinsurance Group Of America Inc	14	$3.1K	0.7%
UL Unilever PLC	14	$855	0.2%
FTV Fortive Corp	14	$848	0.2%
TT Trane Technologies plc	13	$6.2K	1.4%
MRK Merck & Co., Inc.	12	$1.6K	0.4%
ADI Analog Devices Inc	11	$4.4K	1.0%
CMI Cummins Inc	11	$7.8K	1.7%
SHEL Shell plc	11	$824	0.2%
WAB Westinghouse Air Brake Technologies Corp	11	$2.9K	0.6%
AMD Advanced Micro Devices Inc	11	$5.4K	1.2%
VLO Valero Energy Corp/Tx	10	$2.7K	0.6%
AMAT Applied Materials Inc /De	10	$6.8K	1.5%
AMZN Amazon Com Inc	10	$2.2K	0.5%
GOOGL Alphabet Inc.	9	$3.2K	0.7%
MSFT Microsoft Corp	9	$3.5K	0.8%
WM Waste Management Inc	9	$2.1K	0.5%
CB Chubb Ltd	9	$3.1K	0.7%
META Meta Platforms, Inc.	9	$4.9K	1.1%
PG PROCTER & GAMBLE Co	9	$1.3K	0.3%
JNJ Johnson & Johnson	9	$2.2K	0.5%
UNP Union Pacific Corp	8	$2.1K	0.5%
AAPL Apple Inc.	7	$2K	0.4%
ADP Automatic Data Processing Inc	7	$1.5K	0.3%
HD Home Depot, Inc.	6	$2.2K	0.5%
VEEV Veeva Systems Inc	6	$979	0.2%
PH Parker-Hannifin Corp	5	$5.3K	1.2%
HON Honeywell International Inc	5	$1.3K	0.3%
LMT Lockheed Martin Corp	5	$2.4K	0.5%
PEP Pepsico Inc	5	$638	0.1%
PM Philip Morris International Inc.	4	$749	0.2%
LIN Linde PLC	3	$1.8K	0.4%
BLK BlackRock, Inc.	3	$3.2K	0.7%
MCD Mcdonalds Corp	3	$779	0.2%
VOYA Voya Financial, Inc.	3	$260	0.1%
LH Labcorp Holdings Inc.	3	$684	0.2%
EOG Eog Resources Inc	2	$323	0.1%
NOC Northrop Grumman Corp /De/	2	$1.2K	0.3%
CVX Chevron Corp	2	$379	0.1%
ACN Accenture plc	2	$271	0.1%
CME Cme Group Inc.	1	$322	0.1%
MCHP Microchip Technology Inc	1	$116	0.0%
BDX Becton Dickinson & Co	1	$135	0.0%
TMO Thermo Fisher Scientific Inc.	0	$237	0.1%
BMY Bristol Myers Squibb Co	0	$12	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)

$2.1M – $9.3M

Reporting year

2024

Disclosed assets

Disclosed liabilities

Net worth band by reporting year

2022 2023 2024 2025 — not e-filed

Year	Filed	Net worth band	Assets	Liabilities
2024	2025-08-15	$2.1M – $9.3M	34	1
2023	2024-09-03	$1.8M – $14M	151	2
2022	2024-08-01	$990K – $8M	41	2

Recent stock trades

Disclosed trades

268

Avg. disclosure lag

142.1 days

Filed past 45-day deadline

55.2%

Date	Stock	Type	Owner	Amount	Filed	Lag
2024-09-04	ZBRA Zebra Technologies Corp	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	UNH Unitedhealth Group Inc	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	PNC Pnc Financial Services Group, Inc.	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	ABT Abbott Laboratories	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	ABBV AbbVie Inc.	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	ACN Accenture plc	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	AMD Advanced Micro Devices Inc	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	APD Air Products & Chemicals, Inc.	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	GOOGL Alphabet Inc.	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	AMZN Amazon Com Inc	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	AEE Ameren Corp	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	AEP American Electric Power Co Inc	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	ADI Analog Devices Inc	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	AAPL Apple Inc.	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	AMAT Applied Materials Inc /De	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	APTV Aptiv PLC	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	T At&T Inc.	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	ADP Automatic Data Processing Inc	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	AVB Avalonbay Communities Inc	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	AVTR Avantor, Inc.	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	AVY Avery Dennison Corp	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	BAC Bank Of America Corp /De/	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	BDX Becton Dickinson & Co	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	BLK BlackRock, Inc.	Sell	—	$1K - $15K	2024-09-06	2d
2024-09-04	BX Blackstone Inc.	Sell	—	$0 - $985	2024-09-06	2d