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 2026-07-10. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+3.1% |
+0.9% |
+2.2% |
| 1 month |
+3.4% |
+3.6% |
-0.2% |
| 1 quarter |
+13.7% |
+10.6% |
+3.1% |
| Year to date |
+18.9% |
+10.5% |
+8.4% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-10). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
NVDA
Nvidia Corp
|
69,664 |
$14.2M |
58.0% |
|
F
Ford Motor Co
|
16,204 |
$220.5K |
0.9% |
|
AAPL
Apple Inc.
|
5,486 |
$1.7M |
7.1% |
|
KLAC
Kla Corp
|
4,172 |
$957.6K |
3.9% |
|
AMZN
Amazon Com Inc
|
3,292 |
$813.2K |
3.3% |
|
STX
Seagate Technology Holdings plc
|
2,472 |
$2.2M |
9.0% |
|
DIS
Walt Disney Co
|
2,437 |
$235.7K |
1.0% |
|
DHI
Horton D R Inc /De/
|
2,273 |
$340K |
1.4% |
|
MSFT
Microsoft Corp
|
2,144 |
$824K |
3.4% |
|
OSK
Oshkosh Corp
|
2,038 |
$291K |
1.2% |
|
UPS
United Parcel Service Inc
|
1,704 |
$188.7K |
0.8% |
|
VMC
Vulcan Materials CO
|
1,630 |
$467.3K |
1.9% |
|
AMAT
Applied Materials Inc /De
|
1,266 |
$745.2K |
3.0% |
|
QSR
Restaurant Brands International Inc.
|
1,079 |
$80.3K |
0.3% |
|
CSCO
Cisco Systems, Inc.
|
930 |
$110K |
0.5% |
|
PSA
Public Storage
|
892 |
$284.9K |
1.2% |
|
MMM
3M Co
|
620 |
$96.3K |
0.4% |
|
SBUX
Starbucks Corp
|
617 |
$65.7K |
0.3% |
|
MTCH
Match Group, Inc.
|
602 |
$23.7K |
0.1% |
|
VAC
MARRIOTT VACATIONS WORLDWIDE Corp
|
334 |
$33K |
0.1% |
|
FDX
Fedex Corp
|
282 |
$87.6K |
0.4% |
|
TRIP
TripAdvisor, Inc.
|
280 |
$3.7K |
0.0% |
|
BYND
Beyond Meat, Inc.
|
233 |
$157 |
0.0% |
|
COST
Costco Wholesale Corp /New
|
229 |
$209.5K |
0.9% |
|
LOW
Lowes Companies Inc
|
227 |
$48.4K |
0.2% |
|
DPZ
Dominos Pizza Inc
|
218 |
$65.4K |
0.3% |
|
MCD
Mcdonalds Corp
|
208 |
$57.6K |
0.2% |
|
V
Visa Inc.
|
200 |
$69.7K |
0.3% |
|
XOM
ExxonMobil Holdings Corp
|
54 |
$7.6K |
0.0% |
|
WDAY
Workday, Inc.
|
27 |
$3.8K |
0.0% |
|
LLY
ELI LILLY & Co
|
13 |
$16.1K |
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)
$14.5M – $24.9M
Net worth band by reporting year
2015
2016
2017 — not e-filed
2018 — not e-filed
2019
2020
2021
2022
2023
2024
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2024 |
2025-08-12 |
$14.5M – $24.9M |
146 |
2 |
| 2023 |
2024-05-15 |
$10.2M – $18.8M |
124 |
2 |
| 2022 |
2024-05-15 |
$7.5M – $16.5M |
124 |
2 |
| 2021 |
2023-05-17 |
$10.5M – $20.8M |
119 |
1 |
| 2020 |
2021-07-12 |
$12M – $22.9M |
125 |
1 |
| 2019 |
2021-07-12 |
$7.3M – $11.4M |
53 |
1 |
| 2016 |
2021-07-12 |
$4.5M – $6.5M |
43 |
2 |
| 2015 |
2021-07-12 |
$8.2M – $15.1M |
82 |
1 |
Recent stock trades
Avg. disclosure lag
28.2 days
Filed past 45-day deadline
5.2%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2025-06-03 |
PFE
Pfizer Inc
|
Sell |
Spouse |
$1K - $15K |
2025-07-02 |
29d
|
| 2025-02-10 |
LLY
ELI LILLY & Co
|
Sell |
Spouse |
$50K - $100K |
2025-02-21 |
11d
|
| 2025-02-06 |
SOLV
Solventum Corp
|
Sell |
Spouse |
$1K - $15K |
2025-02-21 |
15d
|
| 2025-01-22 |
LLY
ELI LILLY & Co
|
Buy |
Spouse |
$50K - $100K |
2025-02-21 |
30d
|
| 2024-03-27 |
UPS
United Parcel Service Inc
|
Sell |
Spouse |
$100K - $250K |
2024-04-12 |
16d
|
| 2022-11-11 |
STX
Seagate Technology Holdings plc
|
Sell |
Spouse |
$15K - $50K |
2023-05-15 |
185d late
|
| 2022-11-11 |
BALL
BALL Corp
|
Sell |
Spouse |
$15K - $50K |
2023-05-15 |
185d late
|
| 2022-11-11 |
DIS
Walt Disney Co
|
Sell |
Spouse |
$50K - $100K |
2023-05-15 |
185d late
|
| 2022-11-11 |
META
Meta Platforms, Inc.
|
Sell |
Spouse |
$50K - $100K |
2023-05-15 |
185d late
|
| 2022-11-11 |
FDX
Fedex Corp
|
Sell |
Spouse |
$50K - $100K |
2023-05-15 |
185d late
|
| 2022-11-11 |
MTCH
Match Group, Inc.
|
Sell |
Spouse |
$15K - $50K |
2023-05-15 |
185d late
|
| 2022-11-11 |
NFLX
Netflix Inc
|
Sell |
Spouse |
$50K - $100K |
2023-05-15 |
185d late
|
| 2022-11-11 |
PYPL
PayPal Holdings, Inc.
|
Sell |
Spouse |
$100K - $250K |
2023-05-15 |
185d late
|
| 2022-11-11 |
MMM
3M Co
|
Sell |
Spouse |
$1K - $15K |
2023-05-15 |
185d late
|
| 2022-11-11 |
WDAY
Workday, Inc.
|
Sell |
Spouse |
$1K - $15K |
2023-05-15 |
185d late
|
| 2022-02-24 |
AAPL
Apple Inc.
|
Sell |
Spouse |
$50K - $100K |
2022-03-23 |
27d
|
| 2022-02-24 |
AAPL
Apple Inc.
|
Buy |
Spouse |
$50K - $100K |
2022-03-23 |
27d
|
| 2021-04-16 |
AMAT
Applied Materials Inc /De
|
Sell |
Spouse |
$50K - $100K |
2021-04-30 |
14d
|
| 2021-04-16 |
KLAC
Kla Corp
|
Sell |
Spouse |
$50K - $100K |
2021-04-30 |
14d
|
| 2021-04-06 |
KLAC
Kla Corp
|
Sell |
Child |
$1K - $15K |
2021-04-09 |
3d
|
| 2021-04-06 |
AMAT
Applied Materials Inc /De
|
Sell |
Spouse |
$100K - $250K |
2021-04-09 |
3d
|
| 2021-04-06 |
KLAC
Kla Corp
|
Sell |
Spouse |
$100K - $250K |
2021-04-09 |
3d
|
| 2021-04-06 |
STZ
Constellation Brands, Inc.
|
Sell |
Spouse |
$100K - $250K |
2021-04-09 |
3d
|
| 2021-04-06 |
AVGO
Broadcom Inc.
|
Sell |
Spouse |
$100K - $250K |
2021-04-09 |
3d
|
| 2021-04-06 |
INTC
Intel Corp
|
Sell |
Spouse |
$15K - $50K |
2021-04-09 |
3d
|
