Kim Dr Schrier
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 |
-4.5% |
-0.5% |
-4.0% |
| 1 month |
-9.1% |
-2.1% |
-7.0% |
| 1 quarter |
+14.1% |
+16.9% |
-2.8% |
| Year to date |
+4.5% |
+9.0% |
-4.5% |
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 |
|
AAPL
Apple Inc.
|
2,931 |
$831.8K |
100.0% |
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)
$8M – $31.7M
Net worth band by reporting year
2021
2022
2023
2024
2025
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2025 |
2026-05-15 |
$8M – $31.7M |
49 |
0 |
| 2024 |
2025-05-15 |
$7.7M – $31.3M |
45 |
0 |
| 2023 |
2024-05-10 |
$7.1M – $30M |
47 |
0 |
| 2022 |
2023-05-15 |
$6.3M – $29.2M |
45 |
1 |
| 2021 |
2022-05-16 |
$7.3M – $22.2M |
46 |
1 |
Recent stock trades
Avg. disclosure lag
25.2 days
Filed past 45-day deadline
4%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2022-03-22 |
AAPL
Apple Inc.
|
Sell |
JT |
$250K - $500K |
2022-04-21 |
30d
|
| 2022-03-22 |
TSLA
Tesla, Inc.
|
Sell |
JT |
$250K - $500K |
2022-04-21 |
30d
|
| 2021-11-15 |
AAPL
Apple Inc.
|
Sell |
JT |
$250K - $500K |
2021-12-07 |
22d
|
| 2021-10-28 |
ABT
Abbott Laboratories
|
Sell |
JT |
$1K - $15K |
2021-11-18 |
21d
|
| 2021-10-28 |
GOOGL
Alphabet Inc.
|
Sell |
JT |
$15K - $50K |
2021-11-18 |
21d
|
| 2021-10-28 |
AAPL
Apple Inc.
|
Buy |
JT |
$250K - $500K |
2021-11-18 |
21d
|
| 2021-10-28 |
BDX
Becton Dickinson & Co
|
Sell |
JT |
$1K - $15K |
2021-11-18 |
21d
|
| 2021-10-28 |
BMY
Bristol Myers Squibb Co
|
Sell |
JT |
$1K - $15K |
2021-11-18 |
21d
|
| 2021-10-28 |
BEP
Brookfield Renewable Partners L.P.
|
Sell |
JT |
$1K - $15K |
2021-11-18 |
21d
|
| 2021-10-28 |
CSCO
Cisco Systems, Inc.
|
Sell |
JT |
$15K - $50K |
2021-11-18 |
21d
|
| 2021-10-28 |
CLF
Cleveland-Cliffs Inc.
|
Sell |
JT |
$15K - $50K |
2021-11-18 |
21d
|
| 2021-10-28 |
COST
Costco Wholesale Corp /New
|
Sell |
JT |
$15K - $50K |
2021-11-18 |
21d
|
| 2021-10-28 |
CVS
CVS HEALTH Corp
|
Sell |
JT |
$15K - $50K |
2021-11-18 |
21d
|
| 2021-10-28 |
DCI
DONALDSON Co INC
|
Sell |
JT |
$1K - $15K |
2021-11-18 |
21d
|
| 2021-10-28 |
EWBC
East West Bancorp Inc
|
Sell |
JT |
$15K - $50K |
2021-11-18 |
21d
|
| 2021-10-28 |
ETN
Eaton Corp plc
|
Sell |
JT |
$15K - $50K |
2021-11-18 |
21d
|
| 2021-10-28 |
HON
Honeywell International Inc
|
Sell |
JT |
$1K - $15K |
2021-11-18 |
21d
|
| 2021-10-28 |
IBM
International Business Machines Corp
|
Sell |
JT |
$1K - $15K |
2021-11-18 |
21d
|
| 2021-10-28 |
J
Jacobs Solutions Inc.
|
Sell |
JT |
$15K - $50K |
2021-11-18 |
21d
|
| 2021-10-28 |
JPM
Jpmorgan Chase & Co
|
Sell |
JT |
$15K - $50K |
2021-11-18 |
21d
|
| 2021-10-28 |
LOW
Lowes Companies Inc
|
Sell |
JT |
$15K - $50K |
2021-11-18 |
21d
|
| 2021-10-28 |
LUMN
Lumen Technologies, Inc.
|
Sell |
JT |
$1K - $15K |
2021-11-18 |
21d
|
| 2021-10-28 |
MSB
Mesabi Trust
|
Sell |
JT |
$1K - $15K |
2021-11-18 |
21d
|
| 2021-10-28 |
PYPL
PayPal Holdings, Inc.
|
Sell |
JT |
$1K - $15K |
2021-11-18 |
21d
|
| 2021-07-27 |
AAPL
Apple Inc.
|
Buy |
JT |
$500K - $1M |
2021-11-12 |
108d late
|
