Donald Sternoff Beyer
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 | +1.6% | -0.1% | +1.7% |
| 1 month | -1.0% | +0.8% | -1.8% |
| 1 quarter | -5.9% | +10.3% | -16.2% |
| Year to date | +4.3% | +9.6% | -5.3% |
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.
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.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-04-12 | $9.5M – $168.8M |
| 2024 | 2025-05-13 | -$1.7M – $164.7M |
| 2023 | 2024-04-23 | $1.3M – $185M |
| 2022 | 2023-04-22 | $1.3M – $185.2M |
| 2021 | 2022-05-08 | $1.2M – $185.7M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2022-03-07 | NEE | Sell | JT | $1K - $15K | 2022-04-01 | 25d |
| 2022-02-28 | V | Sell | JT | $1K - $15K | 2022-03-03 | 3d |
| 2022-02-28 | ACN | Sell | JT | $15K - $50K | 2022-03-03 | 3d |
| 2022-02-28 | AMZN | Sell | JT | $15K - $50K | 2022-03-03 | 3d |
| 2022-02-28 | AAPL | Sell | JT | $50K - $100K | 2022-03-03 | 3d |
| 2022-02-28 | ASML | Sell | JT | $15K - $50K | 2022-03-03 | 3d |
| 2022-02-28 | CDNS | Sell | JT | $1K - $15K | 2022-03-03 | 3d |
| 2022-02-28 | CGNX | Sell | JT | $1K - $15K | 2022-03-03 | 3d |
| 2022-02-28 | COST | Sell | JT | $15K - $50K | 2022-03-03 | 3d |
| 2022-02-28 | CYRX | Sell | JT | $1K - $15K | 2022-03-03 | 3d |
| 2022-02-28 | CVS | Sell | JT | $1K - $15K | 2022-03-03 | 3d |
| 2022-02-28 | ECL | Sell | JT | $1K - $15K | 2022-03-03 | 3d |
| 2022-02-28 | EL | Sell | JT | $15K - $50K | 2022-03-03 | 3d |
| 2022-02-28 | FNV | Sell | JT | $1K - $15K | 2022-03-03 | 3d |
| 2022-02-28 | GS | Sell | JT | $15K - $50K | 2022-03-03 | 3d |
| 2022-02-28 | GH | Sell | JT | $1K - $15K | 2022-03-03 | 3d |
| 2022-02-28 | ILMN | Sell | JT | $15K - $50K | 2022-03-03 | 3d |
| 2022-02-28 | PI | Sell | JT | $15K - $50K | 2022-03-03 | 3d |
| 2022-02-28 | NTLA | Sell | JT | $15K - $50K | 2022-03-03 | 3d |
| 2022-02-28 | ISRG | Sell | JT | $15K - $50K | 2022-03-03 | 3d |
| 2022-02-28 | IAU | Sell | JT | $1K - $15K | 2022-03-03 | 3d |
| 2022-02-28 | JPM | Sell | JT | $1K - $15K | 2022-03-03 | 3d |
| 2022-02-28 | KAI | Sell | JT | $1K - $15K | 2022-03-03 | 3d |
| 2022-02-28 | MSFT | Sell | JT | $15K - $50K | 2022-03-03 | 3d |
| 2022-02-28 | MSCI | Sell | JT | $15K - $50K | 2022-03-03 | 3d |