Daniel Goldman
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 |
+0.0% |
-2.1% |
+2.1% |
| 1 month |
-3.4% |
-3.6% |
+0.3% |
| 1 quarter |
+13.7% |
+15.0% |
-1.3% |
| Year to date |
-2.8% |
+7.2% |
-9.9% |
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 |
|
OPEN
Opendoor Technologies Inc.
|
4,762 |
$22K |
0.9% |
|
PLUG
Plug Power Inc
|
3,004 |
$7.6K |
0.3% |
|
COLB
Columbia Banking System, Inc.
|
1,788 |
$57.5K |
2.3% |
|
AEG
Aegon Ltd.
|
1,668 |
$14K |
0.6% |
|
NOK
Nokia Corp
|
1,574 |
$20.5K |
0.8% |
|
MDT
Medtronic plc
|
1,314 |
$106.4K |
4.2% |
|
CRM
Salesforce, Inc.
|
1,233 |
$195.3K |
7.7% |
|
INTC
Intel Corp
|
1,193 |
$153K |
6.0% |
|
GOOGL
Alphabet Inc.
|
1,110 |
$374.3K |
14.7% |
|
KRC
Kilroy Realty Corp
|
999 |
$38K |
1.5% |
|
WBS
Webster Financial Corp
|
961 |
$72.7K |
2.9% |
|
RBLX
Roblox Corp
|
873 |
$41.5K |
1.6% |
|
AFRM
Affirm Holdings, Inc.
|
719 |
$57.1K |
2.2% |
|
NVDA
Nvidia Corp
|
643 |
$123.8K |
4.9% |
|
TTD
Trade Desk, Inc.
|
641 |
$11.8K |
0.5% |
|
PG
PROCTER & GAMBLE Co
|
569 |
$84.7K |
3.3% |
|
CTSH
Cognizant Technology Solutions Corp
|
559 |
$22.4K |
0.9% |
|
ADM
Archer-Daniels-Midland Co
|
553 |
$42.5K |
1.7% |
|
ROKU
Roku, Inc
|
505 |
$68.4K |
2.7% |
|
MO
Altria Group, Inc.
|
490 |
$36.2K |
1.4% |
|
EW
Edwards Lifesciences Corp
|
412 |
$37.4K |
1.5% |
|
ED
Consolidated Edison Inc
|
393 |
$44.1K |
1.7% |
|
ABNB
Airbnb, Inc.
|
293 |
$42.6K |
1.7% |
|
SHW
Sherwin Williams Co
|
290 |
$99.8K |
3.9% |
|
ARE
Alexandria Real Estate Equities, Inc.
|
289 |
$16K |
0.6% |
|
ACN
Accenture plc
|
278 |
$35.8K |
1.4% |
|
TSLA
Tesla, Inc.
|
267 |
$101.5K |
4.0% |
|
PEP
Pepsico Inc
|
267 |
$37K |
1.5% |
|
ANET
Arista Networks, Inc.
|
255 |
$41.9K |
1.6% |
|
TEX
Terex Corp
|
194 |
$14.3K |
0.6% |
|
ISRG
Intuitive Surgical Inc
|
171 |
$69.2K |
2.7% |
|
UAL
United Airlines Holdings, Inc.
|
163 |
$22.1K |
0.9% |
|
FITB
Fifth Third Bancorp
|
160 |
$9K |
0.4% |
|
AVGO
Broadcom Inc.
|
143 |
$52.3K |
2.1% |
|
BRO
Brown & Brown, Inc.
|
143 |
$9.2K |
0.4% |
|
MKC
Mccormick & Co Inc
|
117 |
$6K |
0.2% |
|
AON
Aon plc
|
115 |
$37.7K |
1.5% |
|
QS
QuantumScape Corp
|
105 |
$748 |
0.0% |
|
MSFT
Microsoft Corp
|
103 |
$38.9K |
1.5% |
|
LLY
ELI LILLY & Co
|
99 |
$119.6K |
4.7% |
|
ALNY
Alnylam Pharmaceuticals, Inc.
|
96 |
$28K |
1.1% |
|
AAPL
Apple Inc.
|
80 |
$22.7K |
0.9% |
|
GTLS
Chart Industries Inc
|
72 |
$15K |
0.6% |
|
BILL
BILL Holdings, Inc.
|
68 |
$2.4K |
0.1% |
|
CNP
Centerpoint Energy Inc
|
58 |
$2.6K |
0.1% |
|
CME
Cme Group Inc.
|
52 |
$11.5K |
0.5% |
|
CAR
Avis Budget Group, Inc.
|
44 |
$6.9K |
0.3% |
|
EXC
Exelon Corp
|
38 |
$1.8K |
0.1% |
|
FCNCA
First Citizens Bancshares Inc /De/
|
33 |
$69K |
2.7% |
|
CSGP
Costar Group, Inc.
|
20 |
$606 |
0.0% |
|
TFC
Truist Financial Corp
|
16 |
$825 |
0.0% |
|
CEG
Constellation Energy Corp
|
14 |
$3.7K |
0.1% |
|
ZTS
Zoetis Inc.
|
4 |
$293 |
0.0% |
|
DAR
Darling Ingredients Inc.
|
3 |
$179 |
0.0% |
|
SWX
Southwest Gas Holdings, Inc.
|
2 |
$201 |
0.0% |
|
TAP
Molson Coors Beverage Co
|
2 |
$66 |
0.0% |
|
URI
United Rentals, Inc.
|
1 |
$1.3K |
0.1% |
|
LMT
Lockheed Martin Corp
|
1 |
$393 |
0.0% |
|
MOH
Molina Healthcare, Inc.
|
1 |
$163 |
0.0% |
|
UPS
United Parcel Service Inc
|
0 |
$51 |
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)
$1.8M – $272.8M
Net worth band by reporting year
2023
2024
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2024 |
2025-08-13 |
$1.8M – $272.8M |
113 |
4 |
| 2023 |
2024-08-13 |
-$7M – $226.9M |
127 |
4 |
Recent stock trades
Avg. disclosure lag
34.6 days
Filed past 45-day deadline
3.6%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2025-02-11 |
SPGI
S&P Global Inc.
|
Sell |
— |
$15K - $50K |
2025-03-28 |
45d
|
| 2023-08-03 |
WTKWY
Wolters Kluwer N V /Fi
|
Sell |
— |
$1K - $15K |
2023-09-17 |
45d
|
| 2023-07-19 |
NOC
Northrop Grumman Corp /De/
|
Sell |
— |
$15K - $50K |
2023-08-13 |
25d
|
| 2023-07-14 |
ZTS
Zoetis Inc.
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
PLD
Prologis, Inc.
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
ABBV
AbbVie Inc.
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
MO
Altria Group, Inc.
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
APTV
Aptiv PLC
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
T
At&T Inc.
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
KO
Coca Cola Co
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
COIN
Coinbase Global, Inc.
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
DAR
Darling Ingredients Inc.
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
F
Ford Motor Co
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
JNJ
Johnson & Johnson
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
MRK
Merck & Co., Inc.
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
PLD
Prologis, Inc.
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
TEL
TE Connectivity plc
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
THO
Thor Industries Inc
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
TMUS
T-Mobile US, Inc.
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
TSN
Tyson Foods, Inc.
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
VTR
Ventas, Inc.
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-14 |
ZTS
Zoetis Inc.
|
Sell |
— |
$1K - $15K |
2023-08-13 |
30d
|
| 2023-07-12 |
NVO
Novo Nordisk A S
|
Sell |
— |
$0 - $100K |
2023-08-13 |
32d
|
| 2023-07-12 |
FIS
Fidelity National Information Services, Inc.
|
Sell |
— |
$15K - $50K |
2023-08-13 |
32d
|
| 2023-07-12 |
EXC
Exelon Corp
|
Sell |
— |
$15K - $50K |
2023-08-13 |
32d
|
