Lisa McClain
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 2026-06-26. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -7.1% | -1.7% | -5.5% |
| 1 month | -5.1% | -2.2% | -3.0% |
| 1 quarter | +8.0% | +13.8% | -5.8% |
| Year to date | +3.3% | +8.0% | -4.7% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-26). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| BBAI | 13,580 | $46.3K | 2.7% |
| VRE | 3,809 | — | — |
| PLTR | 3,803 | $408K | 23.7% |
| ROIV | 1,040 | $35.4K | 2.1% |
| NVDA | 930 | $182K | 10.6% |
| TSM | 658 | $286.4K | 16.7% |
| ACI | 435 | $6K | 0.4% |
| SMR | 327 | $3.3K | 0.2% |
| CTRA | 307 | — | — |
| FCPT | 307 | $7.7K | 0.5% |
| DOW | 303 | $8.9K | 0.5% |
| OPCH | 289 | $6.2K | 0.4% |
| GME | 280 | $5.9K | 0.3% |
| LI | 265 | $3.1K | 0.2% |
| VALE | 249 | $3.8K | 0.2% |
| HDB | 230 | $5.8K | 0.3% |
| WTRG | 217 | $8.2K | 0.5% |
| OVV | 211 | $11.3K | 0.7% |
| EXC | 211 | $10K | 0.6% |
| LYG | 202 | $1.2K | 0.1% |
| STX | 173 | $177.4K | 10.3% |
| TSLA | 131 | $49K | 2.9% |
| HPE | 127 | $5.5K | 0.3% |
| HIMS | 126 | $4.1K | 0.2% |
| TRGP | 100 | $27.4K | 1.6% |
| BCS | 90 | $2.4K | 0.1% |
| GOOGL | 89 | $30.7K | 1.8% |
| NTRS | 86 | $15.1K | 0.9% |
| NCLH | 84 | $1.8K | 0.1% |
| SBUX | 84 | $8.8K | 0.5% |
| PII | 83 | $6K | 0.4% |
| XOM | 80 | $11K | 0.6% |
| AVGO | 75 | $28.6K | 1.7% |
| SAIC | 68 | $7.2K | 0.4% |
| INGR | 68 | $6.6K | 0.4% |
| JPM | 65 | $21.4K | 1.2% |
| VRT | 64 | $21K | 1.2% |
| SBCF | 64 | $2.1K | 0.1% |
| ING | 54 | $1.7K | 0.1% |
| ATR | 53 | $6.6K | 0.4% |
| TER | 49 | $21.3K | 1.2% |
| RF | 45 | $1.4K | 0.1% |
| NOW | 41 | $3.7K | 0.2% |
| SBAC | 40 | $7.3K | 0.4% |
| COHR | 40 | $16.2K | 0.9% |
| GSK | 39 | $2.1K | 0.1% |
| HUM | 37 | $14.1K | 0.8% |
| IT | 34 | $4.3K | 0.3% |
| RIO | 33 | $3.1K | 0.2% |
| BAC | 33 | $1.9K | 0.1% |
| AMD | 31 | $16.5K | 1.0% |
| DAL | 31 | $2.8K | 0.2% |
| MKSI | 30 | $12.2K | 0.7% |
| ILMN | 29 | $5.2K | 0.3% |
| SONY | 28 | $539 | 0.0% |
| WYNN | 28 | $2.7K | 0.2% |
| UE | 24 | $558 | 0.0% |
| SRE | 23 | $2.2K | 0.1% |
| BCO | 23 | $2.2K | 0.1% |
| FLEX | 23 | $3.3K | 0.2% |
| CSL | 23 | $8.9K | 0.5% |
| BWXT | 22 | $4.3K | 0.3% |
| ENTG | 21 | $3.8K | 0.2% |
| SNDR | 20 | $737 | 0.0% |
| SR | 20 | $1.6K | 0.1% |
| CIEN | 19 | $9.4K | 0.6% |
| HSBC | 19 | $1.8K | 0.1% |
| UBER | 19 | $1.4K | 0.1% |
| SGI | 18 | $1.4K | 0.1% |
| ELV | 18 | $6.8K | 0.4% |
| BABA | 17 | $1.6K | 0.1% |
| BL | 16 | $433 | 0.0% |
| BNY | 16 | $2.3K | 0.1% |
| HAS | 15 | $1.3K | 0.1% |
| HMC | 15 | $384 | 0.0% |
| CHE | 14 | $6.5K | 0.4% |
| NFLX | 14 | $1K | 0.1% |
| DHI | 13 | $2.2K | 0.1% |
| FIVE | 13 | $2.5K | 0.1% |
| DDOG | 13 | $2.9K | 0.2% |
| META | 12 | $6.4K | 0.4% |
| PFG | 12 | $1.2K | 0.1% |
| UTHR | 11 | $6K | 0.4% |
| RGEN | 11 | $1.6K | 0.1% |
| ALLE | 11 | $1.4K | 0.1% |
| L | 10 | $1.1K | 0.1% |
| ITT | 10 | $2.1K | 0.1% |
| KRG | 10 | $291 | 0.0% |
| DKS | 10 | $2.4K | 0.1% |
| MTZ | 10 | $4K | 0.2% |
| IBKR | 10 | $889 | 0.1% |
| GTY | 9 | $302 | 0.0% |
| FTNT | 8 | $1.2K | 0.1% |
| ORCL | 8 | $1.2K | 0.1% |
| OTIS | 8 | $585 | 0.0% |
| SLB | 8 | $375 | 0.0% |
| ABBV | 7 | $1.7K | 0.1% |
| AZN | 7 | $1.3K | 0.1% |
| SYY | 7 | $568 | 0.0% |
| PEP | 7 | $978 | 0.1% |
| MSFT | 7 | $2.5K | 0.1% |
| SHEL | 7 | $528 | 0.0% |
| CMI | 7 | $4.8K | 0.3% |
| DUK | 6 | $767 | 0.0% |
| WMT | 6 | $698 | 0.0% |
| SJM | 6 | $674 | 0.0% |
| WRB | 6 | $402 | 0.0% |
| H | 6 | $1.1K | 0.1% |
| AXP | 5 | $1.8K | 0.1% |
| UNM | 5 | $449 | 0.0% |
| TMHC | 5 | $346 | 0.0% |
| JNJ | 5 | $1.2K | 0.1% |
| KO | 4 | $359 | 0.0% |
| IEX | 4 | $937 | 0.1% |
| CNM | 4 | $188 | 0.0% |
| TXT | 4 | $342 | 0.0% |
| EHC | 4 | $365 | 0.0% |
| WMB | 4 | $279 | 0.0% |
| PWR | 3 | $2.3K | 0.1% |
| VNT | 3 | $91 | 0.0% |
| T | 3 | $59 | 0.0% |
| V | 2 | $712 | 0.0% |
| ACIW | 2 | $99 | 0.0% |
| RVTY | 2 | $205 | 0.0% |
| FTV | 2 | $108 | 0.0% |
| ECL | 2 | $486 | 0.0% |
| UPS | 1 | $150 | 0.0% |
| NJR | 1 | $72 | 0.0% |
| TFX | 1 | $148 | 0.0% |
| ROL | 1 | $48 | 0.0% |
| SCI | 1 | $74 | 0.0% |
| LPX | 1 | $76 | 0.0% |
| NVS | 1 | $142 | 0.0% |
| NYT | 1 | $57 | 0.0% |
| YUM | 1 | $128 | 0.0% |
| DOCU | 1 | $34 | 0.0% |
| MCD | 1 | $213 | 0.0% |
| ITW | 1 | $214 | 0.0% |
| BLK | 1 | $715 | 0.0% |
| BDX | 1 | $87 | 0.0% |
| CSCO | 1 | $68 | 0.0% |
| WSO | 0 | $201 | 0.0% |
| CASY | 0 | $359 | 0.0% |
| SNY | 0 | $17 | 0.0% |
| VZ | 0 | $16 | 0.0% |
| ETN | 0 | $147 | 0.0% |
| NBIX | 0 | $60 | 0.0% |
| TMO | 0 | $158 | 0.0% |
| AJG | 0 | $46 | 0.0% |
| COP | 0 | $22 | 0.0% |
| WST | 0 | $48 | 0.0% |
| IBN | 0 | $4 | 0.0% |
| VRSN | 0 | $26 | 0.0% |
| COST | 0 | $44 | 0.0% |
| HCA | 0 | $3 | 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)
$3.2M – $10.7M
Reporting year
2024
Disclosed assets
69
Disclosed liabilities
1
Net worth band by reporting year
2024
2025 — not e-filed
| Year | Filed | Net worth band |
|---|---|---|
| 2024 | 2025-08-13 | $3.2M – $10.7M |
Recent stock trades
Disclosed trades
1409
Avg. disclosure lag
49.7 days
Filed past 45-day deadline
36.7%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-02-06 | BBAI | Buy | SP | $15K - $50K | 2026-03-04 | 26d |
| 2026-02-04 | BBAI | Buy | SP | $1K - $15K | 2026-03-04 | 28d |
| 2025-10-31 | ABBV | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | ACIW | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AMD | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AKAM | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | BABA | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | ALLE | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | GOOGL | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AXP | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AMH | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | APPF | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AAPL | Sell | SP | $15K - $50K | 2025-11-21 | 21d |
| 2025-10-31 | ASML | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AZN | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AVB | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | BAC | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | BCS | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | BAX | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | BHP | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | BL | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | BSX | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | BP | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | BCO | Sell | SP | $1K - $15K | 2025-11-21 | 21d |
| 2025-10-31 | AVGO | Sell | SP | $1K - $15K | 2025-11-21 | 21d |