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Equibles

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 2026-07-08. Trade sizes are disclosed only as ranges, so every figure is an estimate.

Window Portfolio SPY vs SPY
1 week -0.2% +0.3% -0.5%
1 month +2.3% +1.2% +1.2%
1 quarter +7.6% +10.6% -3.1%
Year to date +12.6% +10.0% +2.6%

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
SONY 514 $11K 2.5%
NVDA 210 $41.4K 9.4%
LVS 175 $8.1K 1.8%
T 159 $3.4K 0.8%
AVTR 112 $1.1K 0.3%
BAC 102 $5.9K 1.4%
CCI 101 $7.8K 1.8%
THC 99 $20.8K 4.7%
CAH 91 $21.8K 4.9%
DG 83 $9.6K 2.2%
ALLE 80 $11.1K 2.5%
WFC 64 $5.5K 1.2%
EA 59 $12.2K 2.8%
SNY 47 $2K 0.5%
ETR 44 $5.1K 1.2%
WMT 43 $4.8K 1.1%
AXTA 43 $1.4K 0.3%
CTVA 42 $3.7K 0.8%
ITW 39 $10.5K 2.4%
ETN 37 $14.6K 3.3%
VZ 36 $1.5K 0.4%
KO 36 $3K 0.7%
CIEN 36 $15.7K 3.6%
MRVL 34 $7.9K 1.8%
SO 34 $3.3K 0.7%
TKO 34 $6.5K 1.5%
AVGO 33 $12.3K 2.8%
APD 33 $10.1K 2.3%
MDT 33 $2.8K 0.6%
MS 31 $6.7K 1.5%
AEP 30 $4.1K 0.9%
PNC 26 $6.6K 1.5%
PGR 25 $5.9K 1.3%
ICE 25 $3.4K 0.8%
NVO 22 $1.1K 0.3%
ELV 21 $8.8K 2.0%
CTSH 20 $862 0.2%
JPM 20 $6.5K 1.5%
ABBV 20 $5K 1.1%
TXN 17 $5K 1.1%
MU 17 $16K 3.6%
ABT 17 $1.6K 0.4%
IBM 17 $5.1K 1.2%
TJX 16 $2.4K 0.6%
OTIS 15 $1.1K 0.2%
RGA 14 $3.3K 0.7%
UL 14 $890 0.2%
FTV 14 $864 0.2%
TT 13 $6.1K 1.4%
MRK 12 $1.5K 0.4%
ADI 11 $4.4K 1.0%
CMI 11 $7.4K 1.7%
SHEL 11 $886 0.2%
WAB 11 $2.8K 0.6%
AMD 11 $5.5K 1.3%
VLO 10 $2.7K 0.6%
AMAT 10 $5.6K 1.3%
AMZN 10 $2.4K 0.5%
GOOGL 9 $3.4K 0.8%
MSFT 9 $3.5K 0.8%
WM 9 $2.2K 0.5%
CB 9 $3.2K 0.7%
META 9 $5.4K 1.2%
PG 9 $1.3K 0.3%
JNJ 9 $2.3K 0.5%
UNP 8 $2.2K 0.5%
AAPL 7 $2.2K 0.5%
ADP 7 $1.7K 0.4%
HD 6 $2.2K 0.5%
VEEV 6 $1.1K 0.2%
PH 5 $5.2K 1.2%
HON 5 $1.1K 0.2%
LMT 5 $2.5K 0.6%
PEP 5 $643 0.2%
PM 4 $775 0.2%
LIN 3 $1.8K 0.4%
BLK 3 $3.4K 0.8%
MCD 3 $824 0.2%
VOYA 3 $276 0.1%
LH 3 $717 0.2%
EOG 2 $328 0.1%
NOC 2 $1.3K 0.3%
CVX 2 $386 0.1%
ACN 2 $299 0.1%
CME 1 $353 0.1%
MCHP 1 $112 0.0%
BDX 1 $136 0.0%
TMO 0 $240 0.1%
BMY 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
34
Disclosed liabilities
1

Net worth band by reporting year

2022 2023 2024 2025 — not e-filed
Year Net worth band
2024 $2.1M – $9.3M
2023 $1.8M – $14M
2022 $990K – $8M

Recent stock trades

Disclosed trades
265
Avg. disclosure lag
141.4 days
Filed past 45-day deadline
55.1%
Date Stock Type Amount
2024-09-04 ZBRA Sell $1K - $15K
2024-09-04 UNH Sell $1K - $15K
2024-09-04 BNY Sell $1K - $15K
2024-09-04 ITW Sell $1K - $15K
2024-09-04 DIS Sell $1K - $15K
2024-09-04 WMT Sell $1K - $15K
2024-09-04 V Sell $1K - $15K
2024-09-04 TT Sell $1K - $15K
2024-09-04 TJX Sell $1K - $15K
2024-09-04 SO Sell $1K - $15K
2024-09-04 PSA Sell $1K - $15K
2024-09-04 PLD Sell $1K - $15K
2024-09-04 PG Sell $1K - $15K
2024-09-04 PEP Sell $1K - $15K
2024-09-04 MS Sell $1K - $15K
2024-09-04 LIN Sell $1K - $15K
2024-09-04 ICLR Sell $1K - $15K
2024-09-04 HUM Sell $1K - $15K
2024-09-04 HON Sell $1K - $15K
2024-09-04 HD Sell $1K - $15K
2024-09-04 EBAY Sell $1K - $15K
2024-09-04 DEO Sell $1K - $15K
2024-09-04 CMI Sell $1K - $15K
2024-09-04 CTVA Sell $1K - $15K
2024-09-04 COP Sell $1K - $15K

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