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 2026-07-01. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+2.1% |
+1.7% |
+0.4% |
| 1 month |
-5.2% |
-1.7% |
-3.5% |
| 1 quarter |
+11.9% |
+13.8% |
-1.9% |
| Year to date |
+0.8% |
+9.7% |
-8.9% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-01). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
PYPL
PayPal Holdings, Inc.
|
284 |
$12.5K |
1.8% |
|
NVDA
Nvidia Corp
|
273 |
$54K |
7.8% |
|
GOOGL
Alphabet Inc.
|
271 |
$97.8K |
14.2% |
|
DVN
Devon Energy Corp/De
|
167 |
$6.7K |
1.0% |
|
MSFT
Microsoft Corp
|
157 |
$60.5K |
8.8% |
|
AMZN
Amazon Com Inc
|
143 |
$34.6K |
5.0% |
|
ANET
Arista Networks, Inc.
|
121 |
$20.1K |
2.9% |
|
KR
Kroger Co
|
119 |
$6.7K |
1.0% |
|
AVGO
Broadcom Inc.
|
118 |
$43.7K |
6.3% |
|
DXCM
Dexcom Inc
|
109 |
$7.5K |
1.1% |
|
CVS
CVS HEALTH Corp
|
107 |
$11.3K |
1.6% |
|
UBER
Uber Technologies, Inc
|
107 |
$7.8K |
1.1% |
|
NFLX
Netflix Inc
|
88 |
$6.6K |
1.0% |
|
WFC
Wells Fargo & Company/Mn
|
87 |
$7.5K |
1.1% |
|
WMT
Walmart Inc.
|
82 |
$8.9K |
1.3% |
|
NTAP
NetApp, Inc.
|
81 |
$12.6K |
1.8% |
|
ARES
Ares Management Corp
|
80 |
$9.1K |
1.3% |
|
XOM
Exxon Mobil Corp
|
66 |
$8.9K |
1.3% |
|
AAPL
Apple Inc.
|
60 |
$17.8K |
2.6% |
|
PLTR
Palantir Technologies Inc.
|
60 |
$7.5K |
1.1% |
|
RTX
RTX Corp
|
59 |
$11.4K |
1.7% |
|
META
Meta Platforms, Inc.
|
53 |
$32.3K |
4.7% |
|
AXP
American Express Co
|
53 |
$18.3K |
2.7% |
|
ATO
Atmos Energy Corp
|
51 |
$8.9K |
1.3% |
|
PPLT
abrdn Platinum ETF Trust
|
50 |
$718 |
0.1% |
|
AMD
Advanced Micro Devices Inc
|
46 |
$25.1K |
3.6% |
|
ETN
Eaton Corp plc
|
45 |
$18.9K |
2.7% |
|
ALB
Albemarle Corp
|
44 |
$6K |
0.9% |
|
HD
Home Depot, Inc.
|
43 |
$15.2K |
2.2% |
|
ORCL
Oracle Corp
|
35 |
$4.9K |
0.7% |
|
NRG
Nrg Energy, Inc.
|
30 |
$4.2K |
0.6% |
|
MA
Mastercard Inc
|
30 |
$15.7K |
2.3% |
|
GE
General Electric Co
|
30 |
$11.1K |
1.6% |
|
CEG
Constellation Energy Corp
|
29 |
$6.9K |
1.0% |
|
V
Visa Inc.
|
24 |
$8.6K |
1.3% |
|
MSI
Motorola Solutions, Inc.
|
18 |
$7.7K |
1.1% |
|
PALL
abrdn Palladium ETF Trust
|
17 |
$366 |
0.1% |
|
LLY
ELI LILLY & Co
|
16 |
$19.5K |
2.8% |
|
SPY
Spdr S&P 500 ETF Trust
|
15 |
$11.5K |
1.7% |
|
CAT
Caterpillar Inc
|
12 |
$11.9K |
1.7% |
|
COST
Costco Wholesale Corp /New
|
9 |
$7.9K |
1.1% |
|
PFE
Pfizer Inc
|
0 |
$7 |
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)
$1.2M – $5.3M
Net worth band by reporting year
2023
2024
2025
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2025 |
2026-05-13 |
$1.2M – $5.3M |
102 |
3 |
| 2024 |
2025-07-23 |
$725.1K – $4.3M |
93 |
3 |
| 2023 |
2024-05-09 |
$717.1K – $4.6M |
104 |
3 |
Recent stock trades
Avg. disclosure lag
26.5 days
Filed past 45-day deadline
4.9%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-05-15 |
ALB
Albemarle Corp
|
Buy |
Joint |
$1K - $15K |
2026-06-16 |
32d
|
| 2026-05-15 |
PLTR
Palantir Technologies Inc.
|
Buy |
Joint |
$1K - $15K |
2026-06-16 |
32d
|
| 2026-05-15 |
ACN
Accenture plc
|
Sell |
Joint |
$1K - $15K |
2026-06-16 |
32d
|
| 2026-05-15 |
ECL
Ecolab Inc.
|
Sell |
Joint |
$1K - $15K |
2026-06-16 |
32d
|
| 2026-04-09 |
DVN
Devon Energy Corp/De
|
Buy |
Joint |
$1K - $15K |
2026-05-08 |
29d
|
| 2026-04-02 |
CEG
Constellation Energy Corp
|
Buy |
Joint |
$1K - $15K |
2026-05-08 |
36d
|
| 2026-03-19 |
JNJ
Johnson & Johnson
|
Sell |
Joint |
$1K - $15K |
2026-04-14 |
26d
|
| 2026-03-19 |
NVDA
Nvidia Corp
|
Buy |
Joint |
$1K - $15K |
2026-04-14 |
26d
|
| 2026-03-13 |
ARES
Ares Management Corp
|
Buy |
Joint |
$1K - $15K |
2026-04-14 |
32d
|
| 2026-03-05 |
MSFT
Microsoft Corp
|
Buy |
Joint |
$1K - $15K |
2026-04-14 |
40d
|
| 2026-02-27 |
AMAT
Applied Materials Inc /De
|
Sell |
Joint |
$1K - $15K |
2026-03-06 |
7d
|
| 2026-02-27 |
NTAP
NetApp, Inc.
|
Buy |
Joint |
$1K - $15K |
2026-03-06 |
7d
|
| 2026-02-26 |
PG
PROCTER & GAMBLE Co
|
Sell |
Joint |
$1K - $15K |
2026-03-06 |
8d
|
| 2026-02-26 |
KR
Kroger Co
|
Buy |
Joint |
$1K - $15K |
2026-03-06 |
8d
|
| 2026-02-19 |
UNP
Union Pacific Corp
|
Sell |
Joint |
$1K - $15K |
2026-03-06 |
15d
|
| 2026-02-13 |
ADBE
Adobe Inc.
|
Sell |
Joint |
$1K - $15K |
2026-03-06 |
21d
|
| 2026-02-13 |
MSFT
Microsoft Corp
|
Buy |
Joint |
$1K - $15K |
2026-03-06 |
21d
|
| 2026-02-06 |
UBER
Uber Technologies, Inc
|
Buy |
Joint |
$1K - $15K |
2026-03-06 |
28d
|
| 2026-01-29 |
UNP
Union Pacific Corp
|
Sell |
Joint |
$1K - $15K |
2026-02-15 |
17d
|
| 2026-01-29 |
OMC
Omnicom Group Inc.
|
Sell |
Joint |
$1K - $15K |
2026-02-15 |
17d
|
| 2026-01-29 |
FISV
Fiserv Inc
|
Sell |
Joint |
$1K - $15K |
2026-02-15 |
17d
|
| 2026-01-29 |
PYPL
PayPal Holdings, Inc.
|
Buy |
Joint |
$1K - $15K |
2026-02-15 |
17d
|
| 2026-01-29 |
ETN
Eaton Corp plc
|
Buy |
Joint |
$1K - $15K |
2026-02-15 |
17d
|
| 2026-01-29 |
CVS
CVS HEALTH Corp
|
Buy |
Joint |
$1K - $15K |
2026-02-15 |
17d
|
| 2026-01-29 |
CAT
Caterpillar Inc
|
Buy |
Joint |
$1K - $15K |
2026-02-15 |
17d
|
