Jonathan Jackson
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 2026-07-08. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
-1.3% |
+0.3% |
-1.6% |
| 1 month |
+4.8% |
+1.2% |
+3.7% |
| 1 quarter |
+10.7% |
+10.6% |
+0.1% |
| Year to date |
+11.8% |
+10.0% |
+1.9% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-08). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
VSAT
Viasat Inc
|
1,696 |
$130.1K |
7.9% |
|
NVDA
Nvidia Corp
|
1,217 |
$239.7K |
14.5% |
|
C
Citigroup Inc
|
1,067 |
$146.5K |
8.9% |
|
BP
Bp PLC
|
902 |
$34.8K |
2.1% |
|
CAH
Cardinal Health Inc
|
733 |
$175.7K |
10.6% |
|
WMT
Walmart Inc.
|
626 |
$69.8K |
4.2% |
|
SPG
Simon Property Group Inc.
|
368 |
$80.5K |
4.9% |
|
MAR
Marriott International Inc /Md/
|
352 |
$134.2K |
8.1% |
|
AME
Ametek Inc/
|
232 |
$53.8K |
3.3% |
|
HOOD
Robinhood Markets, Inc.
|
209 |
$23.6K |
1.4% |
|
JPM
Jpmorgan Chase & Co
|
201 |
$66.5K |
4.0% |
|
AMAT
Applied Materials Inc /De
|
189 |
$107.6K |
6.5% |
|
AES
Aes Corp
|
148 |
$2.2K |
0.1% |
|
WMB
Williams Companies, Inc.
|
135 |
$10.2K |
0.6% |
|
PH
Parker-Hannifin Corp
|
109 |
$104.5K |
6.3% |
|
IBM
International Business Machines Corp
|
98 |
$30K |
1.8% |
|
CHD
Church & Dwight Co Inc /De/
|
95 |
$9.4K |
0.6% |
|
SHOP
Shopify Inc.
|
81 |
$9.6K |
0.6% |
|
STT
State Street Corp
|
68 |
$12.2K |
0.7% |
|
BNY
Bank of New York Mellon Corp
|
67 |
$10.3K |
0.6% |
|
AMZN
Amazon Com Inc
|
53 |
$13.2K |
0.8% |
|
GOOGL
Alphabet Inc.
|
47 |
$16.9K |
1.0% |
|
GEV
GE Vernova Inc.
|
45 |
$47.9K |
2.9% |
|
KKR
KKR & Co. Inc.
|
40 |
$3.7K |
0.2% |
|
WELL
Welltower Inc.
|
39 |
$9.2K |
0.6% |
|
MCK
Mckesson Corp
|
38 |
$30.8K |
1.9% |
|
EME
EMCOR Group, Inc.
|
36 |
$27.5K |
1.7% |
|
META
Meta Platforms, Inc.
|
25 |
$15.4K |
0.9% |
|
PANW
Palo Alto Networks Inc
|
22 |
$7.1K |
0.4% |
|
CRM
Salesforce, Inc.
|
16 |
$2.8K |
0.2% |
|
GS
Goldman Sachs Group Inc
|
10 |
$10.3K |
0.6% |
|
MELI
Mercadolibre Inc
|
9 |
$15.4K |
0.9% |
|
NFLX
Netflix Inc
|
5 |
$384 |
0.0% |
|
LIN
Linde PLC
|
5 |
$2.6K |
0.2% |
|
REGN
Regeneron Pharmaceuticals, Inc.
|
0 |
$273 |
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)
$1.3M – $4.6M
Net worth band by reporting year
2022
2023
2024
2025
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2025 |
2026-04-27 |
$1.3M – $4.6M |
60 |
2 |
| 2024 |
2025-05-15 |
$1.1M – $3.8M |
42 |
2 |
| 2023 |
2024-08-02 |
$842K – $3.2M |
39 |
2 |
| 2022 |
2024-08-02 |
$1.3M – $4M |
31 |
3 |
Recent stock trades
Avg. disclosure lag
51.4 days
Filed past 45-day deadline
20.1%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-05-12 |
MSFT
Microsoft Corp
|
Sell |
JT |
$15K - $50K |
2026-06-16 |
35d
|
| 2026-04-24 |
V
Visa Inc.
|
Sell |
JT |
$50K - $100K |
2026-05-27 |
33d
|
| 2026-04-24 |
ORLY
O Reilly Automotive Inc
|
Sell |
— |
$1K - $15K |
2026-05-27 |
33d
|
| 2026-04-20 |
THC
Tenet Healthcare Corp
|
Sell |
JT |
$15K - $50K |
2026-05-27 |
37d
|
| 2026-04-20 |
SPG
Simon Property Group Inc.
|
Buy |
JT |
$15K - $50K |
2026-05-27 |
37d
|
| 2026-04-15 |
THC
Tenet Healthcare Corp
|
Sell |
SP |
$1K - $15K |
2026-05-27 |
42d
|
| 2026-03-20 |
BP
Bp PLC
|
Buy |
— |
$1K - $15K |
2026-04-08 |
19d
|
| 2026-03-19 |
BP
Bp PLC
|
Buy |
JT |
$15K - $50K |
2026-04-08 |
20d
|
| 2026-03-19 |
ORLY
O Reilly Automotive Inc
|
Sell |
JT |
$15K - $50K |
2026-04-08 |
20d
|
| 2026-03-09 |
AMZN
Amazon Com Inc
|
Sell |
— |
$1K - $15K |
2026-04-08 |
30d
|
| 2026-02-17 |
BNY
Bank of New York Mellon Corp
|
Buy |
— |
$1K - $15K |
2026-03-12 |
23d
|
| 2026-02-17 |
IBM
International Business Machines Corp
|
Sell |
JT |
$50K - $100K |
2026-03-12 |
23d
|
| 2026-02-17 |
IBM
International Business Machines Corp
|
Sell |
— |
$1K - $15K |
2026-03-12 |
23d
|
| 2026-02-11 |
C
Citigroup Inc
|
Buy |
SP |
$1K - $15K |
2026-03-12 |
29d
|
| 2026-02-11 |
WELL
Welltower Inc.
|
Buy |
SP |
$1K - $15K |
2026-03-12 |
29d
|
| 2026-02-11 |
THC
Tenet Healthcare Corp
|
Sell |
SP |
$1K - $15K |
2026-03-12 |
29d
|
| 2026-02-11 |
AMZN
Amazon Com Inc
|
Sell |
SP |
$1K - $15K |
2026-03-12 |
29d
|
| 2026-02-05 |
C
Citigroup Inc
|
Buy |
JT |
$50K - $100K |
2026-03-12 |
35d
|
| 2026-02-05 |
PANW
Palo Alto Networks Inc
|
Sell |
JT |
$50K - $100K |
2026-03-12 |
35d
|
| 2026-02-05 |
AMZN
Amazon Com Inc
|
Buy |
— |
$1K - $15K |
2026-03-12 |
35d
|
| 2026-02-04 |
C
Citigroup Inc
|
Buy |
— |
$1K - $15K |
2026-03-12 |
36d
|
| 2026-02-03 |
SHOP
Shopify Inc.
|
Sell |
— |
$1K - $15K |
2026-03-12 |
37d
|
| 2026-01-30 |
C
Citigroup Inc
|
Buy |
JT |
$15K - $50K |
2026-02-23 |
24d
|
| 2026-01-30 |
SHOP
Shopify Inc.
|
Sell |
JT |
$50K - $100K |
2026-02-23 |
24d
|
| 2026-01-30 |
GEV
GE Vernova Inc.
|
Buy |
JT |
$15K - $50K |
2026-02-23 |
24d
|
