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 |
+1.4% |
-0.5% |
+1.9% |
| 1 month |
+2.3% |
-2.1% |
+4.4% |
| 1 quarter |
+11.9% |
+16.9% |
-5.0% |
| Year to date |
+10.4% |
+9.0% |
+1.4% |
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 |
|
UBSI
United Bankshares Inc/Wv
|
8,014 |
$366.4K |
49.8% |
|
SBUX
Starbucks Corp
|
274 |
$28.5K |
3.9% |
|
WFC
Wells Fargo & Company/Mn
|
175 |
$14.6K |
2.0% |
|
ZTS
Zoetis Inc.
|
167 |
$12.3K |
1.7% |
|
AXP
American Express Co
|
128 |
$43.5K |
5.9% |
|
CMS
Cms Energy Corp
|
127 |
$9.9K |
1.4% |
|
USB
US Bancorp De
|
120 |
$7.3K |
1.0% |
|
AVGO
Broadcom Inc.
|
119 |
$44.2K |
6.0% |
|
GOOGL
Alphabet Inc.
|
117 |
$41.4K |
5.6% |
|
PLD
Prologis, Inc.
|
78 |
$10.9K |
1.5% |
|
PSX
Phillips 66
|
71 |
$12.3K |
1.7% |
|
ABT
Abbott Laboratories
|
54 |
$5K |
0.7% |
|
GE
General Electric Co
|
47 |
$17.7K |
2.4% |
|
AMT
American Tower Corp /Ma/
|
41 |
$6.9K |
0.9% |
|
PNC
Pnc Financial Services Group, Inc.
|
39 |
$9.7K |
1.3% |
|
META
Meta Platforms, Inc.
|
38 |
$21.2K |
2.9% |
|
CEG
Constellation Energy Corp
|
36 |
$9.4K |
1.3% |
|
DE
Deere & Co
|
25 |
$15.5K |
2.1% |
|
SHW
Sherwin Williams Co
|
23 |
$8.1K |
1.1% |
|
SPGI
S&P Global Inc.
|
23 |
$9.4K |
1.3% |
|
CSL
Carlisle Companies Inc
|
18 |
$6.7K |
0.9% |
|
JNJ
Johnson & Johnson
|
17 |
$4.3K |
0.6% |
|
MA
Mastercard Inc
|
17 |
$8.4K |
1.1% |
|
LLY
ELI LILLY & Co
|
10 |
$12K |
1.6% |
|
COST
Costco Wholesale Corp /New
|
9 |
$8.2K |
1.1% |
|
CVX
Chevron Corp
|
8 |
$1.3K |
0.2% |
|
AMGN
Amgen Inc
|
2 |
$598 |
0.1% |
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)
$752.1K – $5.4M
Net worth band by reporting year
2020
2021
2022
2023
2024
2025
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2025 |
2026-05-11 |
$752.1K – $5.4M |
115 |
5 |
| 2024 |
2025-05-12 |
$1.7M – $5.7M |
121 |
4 |
| 2023 |
2024-05-09 |
$1.6M – $5.6M |
122 |
4 |
| 2022 |
2023-05-15 |
$1.5M – $5.7M |
135 |
6 |
| 2021 |
2022-05-13 |
$1.7M – $6.1M |
139 |
5 |
| 2020 |
2022-05-05 |
$1M – $5.7M |
143 |
5 |
Recent stock trades
Avg. disclosure lag
23.5 days
Filed past 45-day deadline
1.7%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-04-17 |
CEG
Constellation Energy Corp
|
Sell |
Spouse |
$1K - $15K |
2026-05-07 |
20d
|
| 2026-04-17 |
AAPL
Apple Inc.
|
Sell |
Spouse |
$1K - $15K |
2026-05-07 |
20d
|
| 2026-04-13 |
AVGO
Broadcom Inc.
|
Sell |
Spouse |
$1K - $15K |
2026-05-07 |
24d
|
| 2026-03-31 |
FDS
Factset Research Systems Inc
|
Sell |
Spouse |
$1K - $15K |
2026-04-04 |
4d
|
| 2026-03-28 |
MA
Mastercard Inc
|
Buy |
Spouse |
$1K - $15K |
2026-04-12 |
15d
|
| 2026-03-26 |
FDS
Factset Research Systems Inc
|
Sell |
Spouse |
$1K - $15K |
2026-04-04 |
9d
|
| 2026-03-25 |
FDS
Factset Research Systems Inc
|
Sell |
Spouse |
$1K - $15K |
2026-04-04 |
10d
|
| 2026-03-12 |
PNC
Pnc Financial Services Group, Inc.
|
Buy |
Spouse |
$1K - $15K |
2026-04-04 |
23d
|
| 2026-03-11 |
AXP
American Express Co
|
Buy |
Spouse |
$1K - $15K |
2026-04-04 |
24d
|
| 2026-02-24 |
ITW
Illinois Tool Works Inc
|
Sell |
Spouse |
$1K - $15K |
2026-03-04 |
8d
|
| 2026-02-20 |
PAYX
Paychex Inc
|
Sell |
Spouse |
$1K - $15K |
2026-03-04 |
12d
|
| 2026-02-10 |
BLK
BlackRock, Inc.
|
Sell |
Spouse |
$1K - $15K |
2026-03-04 |
22d
|
| 2026-02-10 |
ADI
Analog Devices Inc
|
Sell |
Spouse |
$1K - $15K |
2026-03-04 |
22d
|
| 2026-02-09 |
AVGO
Broadcom Inc.
|
Buy |
Spouse |
$1K - $15K |
2026-03-04 |
23d
|
| 2026-01-28 |
SBUX
Starbucks Corp
|
Sell |
Spouse |
$1K - $15K |
2026-02-05 |
8d
|
| 2025-12-16 |
MSFT
Microsoft Corp
|
Sell |
Spouse |
$1K - $15K |
2026-01-06 |
21d
|
| 2025-12-16 |
AAPL
Apple Inc.
|
Sell |
Spouse |
$1K - $15K |
2026-01-06 |
21d
|
| 2025-12-16 |
GOOGL
Alphabet Inc.
|
Sell |
Spouse |
$1K - $15K |
2026-01-06 |
21d
|
| 2025-11-13 |
META
Meta Platforms, Inc.
|
Buy |
Spouse |
$1K - $15K |
2025-12-04 |
21d
|
| 2025-11-13 |
PAYX
Paychex Inc
|
Sell |
Spouse |
$1K - $15K |
2025-12-04 |
21d
|
| 2025-11-13 |
LOW
Lowes Companies Inc
|
Sell |
Spouse |
$1K - $15K |
2025-12-04 |
21d
|
| 2025-10-29 |
MSFT
Microsoft Corp
|
Sell |
Spouse |
$15K - $50K |
2025-11-04 |
6d
|
| 2025-10-29 |
IBM
International Business Machines Corp
|
Sell |
Spouse |
$15K - $50K |
2025-11-04 |
6d
|
| 2025-10-29 |
C
Citigroup Inc
|
Sell |
Spouse |
$1K - $15K |
2025-11-04 |
6d
|
| 2025-10-24 |
LLY
ELI LILLY & Co
|
Buy |
Spouse |
$1K - $15K |
2025-11-04 |
11d
|
