Gilbert Cisneros Stock Portfolio

Simulatedⓘ

Democratic · House · CA

Gilbert Cisneros's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$11.8M

Unrealized P&L

$4.8M

+67.6%

Realized P&L

$440K

Open Positions

361

Performance vs S&P 500

-2.1%

SPY -5.4%

α +3.2%

-4.0%

SPY -4.9%

α +0.9%

-0.8%

SPY -0.5%

α -0.2%

+7.2%

SPY +9.7%

α -2.5%

+55.1%

SPY +68.3%

α -13.2%

+29.9%

SPY +57.4%

α -27.5%

All

+233.8%

SPY +178.8%

α +55.0%

Head-to-head with S&P 500

Live Holdings361 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AAPL	apple Inc.	4,871	$53.83	$343.43	$1.7M	14.2%	+538.0%
SPY	SPdR S&P 500	515	$339.79	$737.08	$380K	3.2%	+116.9%
COST	Costco Wholesale Corporation	293	$349.14	$1057.22	$310K	2.6%	+202.8%
JPM	JP Morgan Chase & Co.	771	$118.08	$335.30	$258K	2.2%	+184.0%
PWR	Quanta Services, Inc.	467	$47.49	$546.10	$255K	2.2%	+1050.0%
V	Visa Inc.	597	$190.01	$423.00	$253K	2.1%	+122.6%
TT	Trane Technologies plc	549	$93.02	$401.86	$221K	1.9%	+332.0%
LB	LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests	3,085	$59.15	$65.33	$202K	1.7%	+10.4%
TSM	Taiwan Semiconductor Manufacturing Co Ltd	514	$356.30	$374.53	$192K	1.6%	+5.1%
IR	Ingersoll Rand Inc.	1,898	$33.99	$83.11	$158K	1.3%	+144.5%
AMZN	amazon.com, Inc.	601	$191.75	$259.91	$156K	1.3%	+35.5%
MA	Mastercard Incorporated	221	$330.37	$655.34	$145K	1.2%	+98.4%
TSLA	Tesla, Inc. (U.S. Trust Holdings)	374	$225.74	$359.96	$135K	1.1%	+59.5%
BABA	alibaba Group Holding Limited american depositary Shares each representing eight ordinary share	1,217	$160.78	$108.90	$133K	1.1%	-32.3%
RCL	Royal Caribbean Cruises Ltd.	358	$22.33	$326.52	$117K	1.0%	+1362.3%
SHW	Sherwin-Williams Company	328	$172.30	$345.03	$113K	1.0%	+100.3%
AB ABMD	AbIoMED, Inc.	271	$216.35	$380.79	$103K	0.9%	+76.0%
JNJ	Johnson & Johnson	354	$159.55	$275.01	$97K	0.8%	+72.4%
MTSI	MACOM Technology Solutions Holdings, Inc.	431	$34.57	$210.55	$91K	0.8%	+509.1%
PTC	PTC Inc	427	$169.85	$195.08	$83K	0.7%	+14.9%
XOM	Exxon Mobil Corp	495	$151.59	$165.93	$82K	0.7%	+9.5%
UBER	Uber Technologies, Inc.	1,179	$31.74	$68.69	$81K	0.7%	+116.4%
SKY	Skyline Champion Corporation	880	$45.46	$91.58	$81K	0.7%	+101.4%
NFLX	Netflix, Inc.	1,229	$49.36	$63.53	$78K	0.7%	+28.7%
FCX	Freeport-McMoRan, Inc.	1,258	$19.07	$59.51	$75K	0.6%	+211.9%
VIAV	Viavi Solutions Inc.	2,625	$12.19	$28.16	$74K	0.6%	+131.0%
NVDA	NVIDIA Corporation	391	$13.06	$187.29	$73K	0.6%	+1334.1%
CP	Canadian Pacific Railway Ltd	783	$72.14	$92.25	$72K	0.6%	+27.9%
WFC	Wells Fargo & Company	854	$28.39	$83.91	$72K	0.6%	+195.5%
FLEX	Flex Ltd. - Ordinary Shares	1,004	$5.88	$69.99	$70K	0.6%	+1090.3%
HE	Hawaiian Electric Industries Inc	8,206	$9.14	$8.51	$70K	0.6%	-7.0%
FERG	Ferguson PLC	294	$164.74	$235.17	$69K	0.6%	+42.8%
RVTY	Revvity Inc	436	$91.78	$155.82	$68K	0.6%	+69.8%
SSNC	SS&C Technologies Holdings, Inc.	801	$39.97	$77.69	$62K	0.5%	+94.4%
CSGP	CoStar Group, Inc.	2,001	$70.98	$30.84	$62K	0.5%	-56.5%
CAT	Caterpillar, Inc.	110	$218.76	$560.09	$61K	0.5%	+156.0%
APG	APi Group Corp	1,471	$32.64	$41.04	$60K	0.5%	+25.8%
ON	ON Semiconductor Corporation	947	$8.45	$63.27	$60K	0.5%	+648.7%
CE CENT	Central Garden & Pet Company	1,247	$27.38	$47.84	$60K	0.5%	+74.7%
CBOE	Cboe Global Markets, Inc.	164	$122.39	$354.52	$58K	0.5%	+189.7%
ERIC	Ericsson	5,500	$11.82	$10.28	$57K	0.5%	-13.1%
DD	DuPont de Nemours, Inc.	384	$31.42	$146.54	$56K	0.5%	+366.4%
DASH	DoorDash Inc	307	$192.59	$178.87	$55K	0.5%	-7.1%
ATRC	atriCure, Inc.	931	$30.88	$58.81	$55K	0.5%	+90.4%
LNT	Alliant Energy Corporation	745	$53.72	$72.78	$54K	0.5%	+35.5%
GOOGL	Alphabet Inc. - Class A	181	$124.82	$285.72	$52K	0.4%	+128.9%
AZN	Astrazeneca PLC	274	$87.49	$186.03	$51K	0.4%	+112.6%
SE SEE	Sealed air Corporation	1,209	$33.50	$42.15	$51K	0.4%	+25.8%
GE	General Electric Company	156	$226.99	$323.31	$50K	0.4%	+42.4%
BBIO	BridgeBio Pharma, Inc. - Common Stock	679	$58.89	$73.99	$50K	0.4%	+25.6%
WAT	Waters Corporation Common Stock	109	$294.47	$458.15	$50K	0.4%	+55.6%
LYV	Live Nation Entertainment, Inc.	271	$29.50	$176.66	$48K	0.4%	+498.9%
CAH	Cardinal Health, Inc.	175	$45.70	$271.66	$48K	0.4%	+494.4%
MS	Morgan Stanley	260	$30.75	$182.04	$47K	0.4%	+492.0%
NUE	Nucor Corporation	188	$42.50	$245.85	$46K	0.4%	+478.5%
PGNY	Progyny, Inc.	1,269	$25.22	$34.87	$44K	0.4%	+38.3%
ABCB	Ameris Bancorp	537	$25.52	$81.91	$44K	0.4%	+221.0%
HMN	Horace Mann Educators Corporation	822	$39.01	$53.27	$44K	0.4%	+36.5%
EOG	EOG Resources Inc	288	$112.70	$147.99	$43K	0.4%	+31.3%
WTW	Willis Towers Watson PLC	127	$317.38	$331.18	$42K	0.4%	+4.3%
CACI	CACI International, Inc. Class A	68	$386.26	$610.42	$42K	0.3%	+58.0%
HQY	HealthEquity, Inc.	390	$51.25	$103.48	$40K	0.3%	+101.9%
BE	Bloom Energy Corp	228	$113.74	$174.54	$40K	0.3%	+53.5%
FISV	Fiserv, Inc.	612	$65.33	$63.55	$39K	0.3%	-2.7%
CVX	Chevron Corp	178	$182.26	$212.90	$38K	0.3%	+16.8%
WELL	Welltower Inc.	152	$52.54	$246.60	$38K	0.3%	+369.4%
ATVI	activision blizzard, Inc	398	$81.75	$94.42	$38K	0.3%	+15.5%
SBCF	Seacoast Banking Corporation of Florida	1,113	$21.56	$33.61	$37K	0.3%	+55.9%
KMX	CarMax Inc	715	$78.37	$51.47	$37K	0.3%	-34.3%
SE SEI	Solaris Energy Infrastructure, Inc. Class A Common Stock	627	$25.51	$58.55	$37K	0.3%	+129.5%
FITB	Fifth Third Bancorp	686	$11.67	$53.22	$36K	0.3%	+356.0%
GS	Goldman Sachs Group, Inc.	42	$190.03	$866.54	$36K	0.3%	+356.0%
MGM	MGM Resorts International	1,120	$7.14	$32.06	$36K	0.3%	+349.1%
AVNT	Avient Corporation	749	$32.04	$45.89	$34K	0.3%	+43.2%
STRC	Strategy Inc - Variable Rate Series A Perpetual Stretch Preferred Stock	335	$97.00	$99.82	$33K	0.3%	+2.9%
CFG	Citizens Financial Group, Inc.	522	$15.32	$63.57	$33K	0.3%	+314.9%
SUPN	Supernus Pharmaceuticals, Inc.	1,258	$25.43	$26.03	$33K	0.3%	+2.4%
NET	Cloudflare Inc	121	$193.24	$270.63	$33K	0.3%	+40.0%
EL	Estee Lauder Companies, Inc.	295	$219.99	$110.25	$33K	0.3%	-49.9%
BOOT	Boot barn Holdings, Inc.	248	$58.40	$131.32	$33K	0.3%	+124.9%
AGIO	Agios Pharmaceuticals Inc	1,099	$29.13	$29.53	$32K	0.3%	+1.4%
CSWI	CSW INDUSTRIALS INC	105	$305.10	$305.10	$32K	0.3%	+0.0%
FNV	Franco-Nevada Corp	124	$261.93	$254.37	$32K	0.3%	-2.9%
PLTR	Palantir Technologies Inc	196	$81.60	$160.96	$32K	0.3%	+97.3%
AON	Aon plc Class A Ordinary Shares	94	$170.48	$335.99	$32K	0.3%	+97.1%
GEV	GE VERNOVA INC	39	$608.82	$777.92	$31K	0.3%	+27.8%
AZTA	Azenta Inc	779	$30.83	$39.16	$30K	0.3%	+27.0%
EPAC	Enerpac Tool Group Corp	771	$41.51	$39.08	$30K	0.3%	-5.9%
BR	Broadridge Financial Solutions, Inc.	158	$101.14	$190.40	$30K	0.3%	+88.3%
STT	State Street Corporation	177	$45.22	$166.00	$29K	0.3%	+267.1%
BCS	Barclays PLC	1,290	$18.60	$22.37	$29K	0.2%	+20.3%
SMTC	Semtech Corporation - Common Stock	275	$58.24	$102.75	$28K	0.2%	+76.4%
EB EBSB	Meridian Bancorp, Inc.	1,146	$13.96	$24.15	$28K	0.2%	+73.0%
IT	Gartner, Inc.	144	$111.17	$190.83	$27K	0.2%	+71.7%
MEDP	Medpace Holdings, Inc.	42	$140.21	$654.65	$27K	0.2%	+366.9%
THR	Thermon Group Holdings Inc	440	$26.90	$61.14	$27K	0.2%	+127.3%
F	Ford Motor Company	2,147	$9.26	$12.46	$27K	0.2%	+34.7%
SPG	Simon Property Group, Inc.	116	$68.80	$228.78	$27K	0.2%	+232.5%
ISRG	Intuitive Surgical Inc	59	$545.36	$453.29	$27K	0.2%	-16.9%
VRSN	VeriSign, Inc.	85	$187.95	$309.18	$26K	0.2%	+64.5%
MRK	Merck & Co Inc	178	$89.81	$146.65	$26K	0.2%	+63.3%
WDAY	Workday Inc	134	$242.66	$194.04	$26K	0.2%	-20.0%
SF	Stifel Financial Corporation	363	$22.01	$71.37	$26K	0.2%	+224.3%
TDG	Transdigm Group Incorporated	22	$371.18	$1198.92	$26K	0.2%	+223.0%
CR CRY	CryoLife, Inc.	1,849	$21.64	$13.81	$26K	0.2%	-36.2%
INTU	Intuit Inc.	75	$321.86	$341.20	$25K	0.2%	+6.0%
ICUI	ICU Medical, Inc.	146	$184.34	$173.81	$25K	0.2%	-5.7%
LGND	Ligand Pharmaceuticals Inc	82	$194.03	$306.49	$25K	0.2%	+58.0%
ROKU	Roku, Inc. - Class A	155	$128.88	$160.69	$25K	0.2%	+24.7%
STE	STERIS plc	98	$163.51	$252.50	$25K	0.2%	+54.4%
HLI	Houlihan Lokey, Inc. Class a	169	$47.36	$146.08	$25K	0.2%	+208.4%
FOXA	Fox Corporation - Class a	365	$43.80	$66.75	$24K	0.2%	+52.4%
ARMK	Aramark	459	$34.84	$52.67	$24K	0.2%	+51.2%
CF	CF Industries Holdings, Inc.	200	$50.98	$119.80	$24K	0.2%	+135.0%
FDX	FedEx Corporation	77	$207.78	$308.71	$24K	0.2%	+48.6%
TEL	TE Connectivity Ltd. New Switzerland Registered Shares	114	$140.24	$206.90	$24K	0.2%	+47.5%
GD	General Dynamics Corporation	66	$200.40	$355.27	$24K	0.2%	+77.3%
CVLT	Commvault Systems, Inc. - Common Stock	146	$164.61	$159.76	$23K	0.2%	-2.9%
STZ	Constellation Brands Inc	164	$146.72	$142.06	$23K	0.2%	-3.2%
INTC	Intel Corp. (U.S. Trust Holdings)	409	$39.15	$56.23	$23K	0.2%	+43.6%
UH UHS	Universal Health Services, Inc.	118	$67.69	$194.25	$23K	0.2%	+187.0%
ABBV	abbVie Inc.	78	$102.80	$290.63	$23K	0.2%	+182.7%
STAG	Stag Industrial, Inc.	615	$26.00	$36.70	$23K	0.2%	+41.2%
NA NATI	National Instruments Corporation	376	$21.27	$59.98	$23K	0.2%	+182.0%
FDS	FactSet Research Systems Inc	68	$234.26	$328.06	$22K	0.2%	+40.0%
CHRW	C.H. Robinson Worldwide, Inc.	176	$90.74	$125.68	$22K	0.2%	+38.5%
LYB	Lyondellbasell Industries NV Ordinary Shares Class A	361	$44.27	$60.95	$22K	0.2%	+37.7%
RTX	Raytheon Technologies Corporation	116	$69.25	$190.67	$22K	0.2%	+175.3%
VTR	Ventas, Inc.	245	$32.66	$88.96	$22K	0.2%	+172.4%
PV PVH	PVH Corp.	241	$33.25	$89.89	$22K	0.2%	+170.3%
CNC	Centene Corporation	309	$25.89	$69.94	$22K	0.2%	+170.2%
HD	The Home Depot Inc	61	$364.44	$343.61	$21K	0.2%	-5.7%
KEY	KeyCorp	1,007	$15.89	$20.93	$21K	0.2%	+31.7%
AIG	American International Group, Inc. New	269	$29.77	$78.26	$21K	0.2%	+162.9%
NTRS	Northern Trust Corporation	121	$66.18	$173.32	$21K	0.2%	+161.9%
BM BMRN	BioMarin Pharmaceutical Inc. (U.S. Trust Holdings)	374	$86.96	$55.81	$21K	0.2%	-35.8%
PYPL	PayPal Holdings, Inc.	351	$189.75	$59.38	$21K	0.2%	-68.7%
PNC	PNC Financial Services Group, Inc.	91	$87.53	$225.82	$21K	0.2%	+158.0%
CATY	Cathay General Bancorp	317	$50.47	$64.35	$20K	0.2%	+27.5%
UNP	Union Pacific Corporation	70	$115.08	$292.17	$20K	0.2%	+153.9%
OXY	Occidental Petroleum Corporation Common Stock	359	$44.62	$56.59	$20K	0.2%	+26.8%
VCYT	Veracyte, Inc.	836	$30.54	$23.92	$20K	0.2%	-21.7%
CVET	Covetrus, Inc.	949	$25.30	$20.93	$20K	0.2%	-17.3%
EX EXAS	Exact Sciences Corporation	189	$42.41	$104.91	$20K	0.2%	+147.4%
MTX	Minerals Technologies Inc.	314	$55.34	$61.88	$19K	0.2%	+11.8%
GBCI	Glacier Bancorp, Inc.	401	$39.95	$48.30	$19K	0.2%	+20.9%
LHX	L3Harris Technologies, Inc.	74	$209.62	$260.76	$19K	0.2%	+24.4%
BMY	bristol-Myers Squibb Company	311	$51.51	$62.15	$19K	0.2%	+20.7%
FN	FABRINET	59	$551.97	$327.55	$19K	0.2%	-40.7%
USPH	US Physical Therapy Inc	191	$83.73	$100.40	$19K	0.2%	+19.9%
LIN	Linde plc Ordinary Share	37	$432.46	$516.80	$19K	0.2%	+19.5%
HL HLIO	Helios Technologies, Inc.	406	$39.40	$46.95	$19K	0.2%	+19.2%
ANTM	Anthem, Inc.	39	$206.96	$472.34	$18K	0.1%	+128.2%
HA HAE	Haemonetics Corporation	152	$105.39	$119.68	$18K	0.1%	+13.6%
CNS	Cohen & Steers Inc	241	$66.44	$73.53	$18K	0.1%	+10.7%
MET	MetLife, Inc.	179	$28.18	$98.75	$18K	0.1%	+250.4%
ADC	Agree Realty Corporation	246	$65.10	$69.96	$17K	0.1%	+7.5%
UTZ	UTZ BRANDS INC	1,206	$13.27	$14.24	$17K	0.1%	+7.3%
TCOM	Trip.com Group Limited - American Depositary Shares	384	$32.86	$44.42	$17K	0.1%	+35.2%
NEO	Neogenomics Inc	1,000	$8.00	$16.83	$17K	0.1%	+110.4%
BIIB	Biogen Inc.	67	$212.71	$249.19	$17K	0.1%	+17.1%
JKHY	Henry (Jack) & Associates Inc	97	$165.54	$173.39	$17K	0.1%	+4.7%
PGR	Progressive Corporation	71	$72.15	$229.16	$16K	0.1%	+217.6%
ELAN	Elanco Animal Health Incorporated	633	$25.26	$25.54	$16K	0.1%	+1.1%
TTWO	Take-Two Interactive Software, Inc.	75	$106.62	$215.10	$16K	0.1%	+101.8%
FSS	Federal Signal Corp	142	$112.48	$113.36	$16K	0.1%	+0.8%
INTA	Intapp, Inc. - Common Stock	368	$43.53	$43.84	$16K	0.1%	+0.7%
HBAN	Huntington Bancshares Incorporated	1,036	$7.72	$15.53	$16K	0.1%	+101.1%
SQ	Block Inc	185	$86.38	$86.38	$16K	0.1%	+0.0%
MCHP	Microchip Technology Incorporated	276	$28.98	$57.77	$16K	0.1%	+99.3%
SA SARO	STANDARDAERO INC	585	$27.37	$27.18	$16K	0.1%	-0.7%
HAL	Halliburton Company Common Stock	494	$25.00	$31.98	$16K	0.1%	+27.9%
EXC	Exelon Corporation	340	$23.56	$45.82	$16K	0.1%	+94.5%
FT FTDR	Frontdoor, Inc. (U.S. Trust Holdings)	159	$50.28	$96.98	$15K	0.1%	+92.9%
CDRE	CADRE HOLDINGS INC	465	$34.37	$32.85	$15K	0.1%	-4.4%
TDY	Teledyne Technologies Incorporated	25	$321.81	$615.03	$15K	0.1%	+91.1%
PEG	Public Service Enterprise Group Incorporated	209	$38.26	$72.86	$15K	0.1%	+90.4%
RARE	Ultragenyx Pharmaceutical Inc	976	$24.60	$15.48	$15K	0.1%	-37.1%
BCPC	Balchem Corporation	86	$93.43	$175.80	$15K	0.1%	+88.2%
COCO	VITA COCO COMPANY INC	240	$33.36	$62.36	$15K	0.1%	+86.9%
PATK	Patrick Industries, Inc.	189	$42.37	$79.16	$15K	0.1%	+86.8%
ADBE	Adobe	62	$475.10	$239.56	$15K	0.1%	-49.6%
PAYX	Paychex, Inc.	126	$63.30	$117.56	$15K	0.1%	+85.7%
FBK	FB FINANCIAL CORP	273	$58.63	$54.34	$15K	0.1%	-7.3%
REGN	Regeneron Pharmaceuticals, Inc. (U.S. Trust Holdings)	16	$490.06	$907.62	$15K	0.1%	+85.2%
ETN	Eaton Corp PLC	43	$345.30	$342.86	$15K	0.1%	-0.7%
TMUS	T-Mobile US, Inc.	90	$89.31	$162.72	$15K	0.1%	+82.2%
VC VC	Visteon Corporation	191	$41.87	$76.27	$15K	0.1%	+82.2%
DG	Dollar General Corporation	108	$74.19	$134.37	$14K	0.1%	+81.1%
SY SYF	Synchrony Financial	194	$13.93	$73.97	$14K	0.1%	+431.0%
CCL	Carnival Corporation	486	$16.46	$29.56	$14K	0.1%	+79.6%
ILMN	Illumina Inc	67	$119.32	$213.29	$14K	0.1%	+78.8%
BA	Boeing Company	82	$207.72	$173.27	$14K	0.1%	-16.6%
MTCH	Match Group, Inc.	364	$111.40	$39.05	$14K	0.1%	-65.0%
AVGO	Broadcom Inc	47	$333.01	$293.06	$14K	0.1%	-12.0%
HALO	Halozyme Therapeutics, Inc.	132	$31.09	$104.23	$14K	0.1%	+235.3%
ALKT	ALKAMI TECHNOLOGY INC	1,022	$23.49	$13.34	$14K	0.1%	-43.2%
IDA	IdaCoRP, Inc.	91	$87.79	$146.38	$13K	0.1%	+66.7%
MU	Micron Technology Inc	19	$418.01	$689.27	$13K	0.1%	+64.9%
NBIX	Neurocrine Biosciences, Inc.	80	$100.29	$164.38	$13K	0.1%	+63.9%
TW TWTR	Twitter, Inc.	257	$31.09	$49.89	$13K	0.1%	+60.5%
GILD	Gilead Sciences, Inc.	77	$79.42	$167.42	$13K	0.1%	+110.8%
IBM	International Business Machines Corporation	52	$295.57	$245.03	$13K	0.1%	-17.1%
CB	Chubb Limited	35	$254.72	$366.41	$13K	0.1%	+43.9%
CY CYRX	CryoPort, Inc.	665	$18.98	$19.07	$13K	0.1%	+0.5%
IVZ	Invesco Ltd	463	$23.91	$27.18	$13K	0.1%	+13.7%
RHP	Ryman Hospitality Properties, Inc.	94	$84.72	$132.28	$12K	0.1%	+56.1%
ELV	Elevance Health Inc	29	$276.41	$429.62	$12K	0.1%	+55.4%
CVS	CVS Health Corporation	147	$54.55	$83.69	$12K	0.1%	+53.4%
FLT	FleetCor Technologies, Inc.	40	$200.51	$303.26	$12K	0.1%	+51.2%
BR BRKS	Brooks Automation, Inc. (U.S. Trust Holdings)	106	$75.14	$113.10	$12K	0.1%	+50.5%
SYK	Stryker Corporation	37	$215.81	$323.92	$12K	0.1%	+50.1%
CH CHUY	Chuy's Holdings, Inc.	317	$25.20	$37.48	$12K	0.1%	+48.7%
NWE	NorthWestern Corporation	142	$56.41	$83.28	$12K	0.1%	+47.6%
FWRG	FIRST WATCH RESTAURA GRO INC	903	$17.72	$12.91	$12K	0.1%	-27.1%
BSX	Boston Scientific Corporation	271	$87.51	$42.84	$12K	0.1%	-51.0%
MSFT	Microsoft Corporation	22	$487.31	$531.70	$12K	0.1%	+9.1%
DDOG	Datadog Inc	64	$124.52	$179.70	$12K	0.1%	+44.3%
DOW	Dow Inc.	366	$21.85	$31.47	$12K	0.1%	+44.0%
NHI	National Health Investors, Inc.	162	$49.52	$71.31	$12K	0.1%	+44.0%
FTNT	Fortinet Inc	96	$83.44	$119.51	$11K	0.1%	+43.2%
PH PHR	Phreesia, Inc.	910	$30.18	$12.53	$11K	0.1%	-58.5%
MMM	3M Company	61	$130.65	$185.92	$11K	0.1%	+42.3%
LUV	Southwest Airlines Company	255	$31.39	$44.48	$11K	0.1%	+41.7%
M	Macy's Inc	488	$16.40	$23.13	$11K	0.1%	+41.0%
PPBI	Pacific Premier Bancorp Inc	459	$26.74	$24.49	$11K	0.1%	-8.4%
CL	Colgate-Palmolive Company	114	$70.16	$96.80	$11K	0.1%	+38.0%
CPRI	Capri Holdings Limited Ordinary Shares	531	$7.52	$20.73	$11K	0.1%	+175.7%
MB MBFJF	Mitsubishi UFJ Financial Group Inc Ordinary Shares	556	$14.40	$19.41	$11K	0.1%	+34.8%
MOH	Molina Healthcare Inc	52	$155.24	$208.54	$11K	0.1%	+34.3%
MUFG	Mitsubishi UFJ Financial Group	508	$15.74	$20.97	$11K	0.1%	+33.2%
ACN	Accenture PLC	41	$196.65	$260.70	$11K	0.1%	+32.6%
LMT	Lockheed Martin Corp	19	$470.22	$567.66	$11K	0.1%	+20.7%
DSGX	The Descartes Systems Group Inc.	111	$34.39	$93.88	$10K	0.1%	+173.0%
WY	Weyerhaeuser Company	492	$16.25	$20.97	$10K	0.1%	+29.1%
CSCO	Cisco Systems Inc	108	$73.88	$94.30	$10K	0.1%	+27.6%
WPM	Wheaton Precious Metals Corp	75	$106.63	$135.57	$10K	0.1%	+27.1%
COP	ConocoPhillips	74	$107.50	$136.58	$10K	0.1%	+27.1%
TEAM	atlassian Corporation Plc - Class a ordinary Shares	66	$122.03	$154.64	$10K	0.1%	+26.7%
TFC	Truist Financial Corporation	204	$39.20	$49.56	$10K	0.1%	+26.4%
IFF	International Flavors & Fragrances Inc	121	$66.00	$83.42	$10K	0.1%	+26.4%
LG LGN	LEGENCE CORP	355	$45.01	$28.31	$10K	0.1%	-37.1%
TRGP	Targa Resources Corp	37	$217.06	$265.19	$10K	0.1%	+22.2%
VRSK	Verisk Analytics, Inc.	47	$169.47	$204.86	$10K	0.1%	+20.9%
ANET	Arista Networks Inc	56	$141.73	$170.28	$10K	0.1%	+20.1%
GDDY	Godaddy Inc. Class a	83	$96.09	$115.28	$10K	0.1%	+20.0%
PFE	Pfizer Inc	326	$27.15	$29.24	$10K	0.1%	+7.7%
OC OCFC	OceanFirst Financial Corp.	523	$15.30	$18.20	$10K	0.1%	+18.9%
DAY	Dayforce, Inc. Common Stock	135	$59.26	$69.86	$9K	0.1%	+17.9%
ITT	ITT Inc	46	$174.89	$204.94	$9K	0.1%	+17.2%
CME	CME Group Inc	30	$262.45	$306.81	$9K	0.1%	+16.9%
STRL	STERLING INFRASTRUCTURE INC	37	$121.57	$254.32	$9K	0.1%	+109.2%
PEP	Pepsico, Inc.	66	$120.92	$141.22	$9K	0.1%	+16.8%
XLNX	Xilinx, Inc.	41	$74.41	$225.20	$9K	0.1%	+202.7%
EPAM	EPaM Systems, Inc.	58	$137.14	$159.22	$9K	0.1%	+16.1%
DISCA	Discovery, Inc. - Series A	402	$19.88	$23.07	$9K	0.1%	+16.1%
HON	Honeywell International Inc	42	$191.45	$219.93	$9K	0.1%	+14.9%
NXPI	NXP Semiconductors NV	37	$216.28	$246.46	$9K	0.1%	+13.9%
CMG	Chipotle Mexican Grill Inc	260	$30.76	$34.49	$9K	0.1%	+12.1%
NOW	ServiceNow, Inc.	88	$91.20	$101.88	$9K	0.1%	+11.7%
IP	International Paper Company	259	$35.64	$34.54	$9K	0.1%	-3.1%
BC BCRX	BioCryst Pharmaceuticals Inc	1,159	$6.90	$7.66	$9K	0.1%	+11.0%
ARQT	ARCUTIS BIOTHERAPEUTICS INC	339	$23.60	$25.73	$9K	0.1%	+9.1%
LVS	Las Vegas Sands Corp.	212	$37.68	$40.88	$9K	0.1%	+8.5%
CTSH	Cognizant Technology Solutions Corporation - Class A	133	$60.37	$64.92	$9K	0.1%	+7.5%
CTRA	Coterra Energy Inc	262	$30.56	$32.56	$9K	0.1%	+6.5%
KVUE	KENVUE INC	441	$18.30	$19.31	$9K	0.1%	+5.5%
KHC	The Kraft Heinz Company	338	$23.69	$24.70	$8K	0.1%	+4.3%
DECK	Deckers Outdoor Corp	95	$83.77	$86.86	$8K	0.1%	+3.7%
O	Realty Income Corporation	140	$57.20	$59.26	$8K	0.1%	+3.6%
EFX	Equifax Inc	43	$184.28	$190.20	$8K	0.1%	+3.2%
OKE	ONEOK Inc	96	$83.46	$85.47	$8K	0.1%	+2.4%
CLX	The Clorox Co	81	$98.31	$100.39	$8K	0.1%	+2.1%
CCI	Crown Castle International Corp.	90	$88.49	$88.64	$8K	0.1%	+0.2%
SOI	Solaris Oilfield Infrastructure Inc	707	$11.32	$11.32	$8K	0.1%	+0.0%
ASML	ASML Holding NV	6	$1423.00	$1421.58	$8K	0.1%	-0.1%
RACE	Ferrari NV	19	$389.83	$416.18	$8K	0.1%	+6.8%
KMI	Kinder Morgan Inc	258	$31.01	$30.13	$8K	0.1%	-2.9%
SAN	Banco Santander SA	654	$12.23	$11.71	$8K	0.1%	-4.2%
RBA	Ritchie bros. Auctioneers Incorporated	82	$97.98	$93.28	$8K	0.1%	-4.8%
MDB	MongoDB Inc	24	$330.10	$313.78	$8K	0.1%	-4.9%
WMB	The Williams Cos Inc	116	$68.84	$64.41	$7K	0.1%	-6.4%
WYNN	Wynn Resorts Ltd	88	$91.10	$83.10	$7K	0.1%	-8.8%
GTES	Gates Industrial Corp PLC	303	$26.37	$24.02	$7K	0.1%	-8.9%
C	Citigroup, Inc.	60	$36.43	$119.44	$7K	0.1%	+227.9%
FIS	Fidelity National Information Services, Inc.	251	$55.54	$28.66	$7K	0.1%	-48.4%
EQT	EQT Corp	144	$55.39	$49.62	$7K	0.1%	-10.4%
AZO	AutoZone Inc	2	$3704.29	$3234.27	$7K	0.1%	-12.7%
CMCSA	Comcast Corporation - Class A	282	$28.37	$24.57	$7K	0.1%	-13.4%
MOS	Mosaic Company	308	$25.98	$22.48	$7K	0.1%	-13.5%
DPZ	Domino's Pizza Inc	21	$389.73	$336.43	$7K	0.1%	-13.7%
SP SPLK	Splunk Inc.	44	$182.55	$156.90	$7K	0.1%	-14.1%
META	Meta Platforms Inc	11	$716.50	$614.93	$7K	0.1%	-14.2%
TNDM	Tandem Diabetes Care Inc	410	$19.49	$16.69	$7K	0.1%	-14.4%
VIAC	ViacomCbS Inc. - Class B	230	$34.71	$29.58	$7K	0.1%	-14.8%
KKR	KKR & Co Inc	71	$117.54	$96.11	$7K	0.1%	-18.2%
KLAC	KLA Corporation	49	$132.02	$137.73	$7K	0.1%	+4.3%
EX EXE	Chesapeake Energy Corp	78	$102.21	$84.82	$7K	0.1%	-17.0%
RPD	Rapid7, Inc.	450	$53.34	$14.46	$7K	0.1%	-72.9%
LPLA	LPL Financial Holdings Inc	21	$386.99	$294.72	$6K	0.1%	-23.8%
ARIS	ARIS WATER SOLUTIN INC	387	$24.57	$15.58	$6K	0.1%	-36.6%
AEIS	Advanced Energy Industries Inc	31	$308.29	$194.82	$6K	0.1%	-36.8%
CBZ	CBIZ Inc	108	$74.05	$54.98	$6K	0.1%	-25.8%
GLW	Corning Incorporated	55	$145.78	$106.07	$6K	0.1%	-27.2%
COHR	Coherent Corp	30	$270.63	$193.66	$6K	0.1%	-28.4%
SMCI	SUPER MICRO COMPUTER INC	198	$40.41	$28.84	$6K	0.1%	-28.6%
MELI	MercadoLibre Inc	4	$2147.79	$1513.44	$6K	0.1%	-29.5%
ALGN	align Technology, Inc.	33	$145.76	$164.38	$5K	0.1%	+12.8%
JW JWN	Nordstrom, Inc.	213	$37.56	$24.66	$5K	0.0%	-34.4%
DXC	DXC Technology Company	351	$9.31	$14.85	$5K	0.0%	+59.5%
GIS	General Mills, Inc.	145	$47.86	$35.31	$5K	0.0%	-26.2%
APA	APA Corporation - Common Stock	113	$18.59	$44.65	$5K	0.0%	+140.2%
ZTS	Zoetis Inc. Class A Common Stock	62	$128.13	$79.44	$5K	0.0%	-38.0%
MKC	McCormick & Company, Incorporated	102	$78.23	$48.44	$5K	0.0%	-38.1%
ED EDU	New Oriental Education & Technology Group, Inc. Sponsored ADR Representing 1 Ordinary Share	90	$178.34	$54.96	$5K	0.0%	-69.2%
FICO	Fair Isaac Corporation	7	$1131.22	$694.54	$5K	0.0%	-38.6%
NKE	Nike, Inc.	127	$77.45	$38.62	$5K	0.0%	-50.1%
USB	U.S. Bancorp	80	$38.16	$59.53	$5K	0.0%	+56.0%
CTVA	Corteva, Inc.	371	$21.57	$11.96	$4K	0.0%	-44.6%
CHTR	Charter Communications Inc	37	$218.19	$118.92	$4K	0.0%	-45.5%
HT HTLD	Heartland Express, Inc.	431	$18.57	$10.10	$4K	0.0%	-45.6%
AD ADS	alliance data Systems Corporation	76	$105.92	$56.80	$4K	0.0%	-46.4%
IA IART	Integra LifeSciences Holdings Corporation	300	$53.32	$13.44	$4K	0.0%	-74.8%
OLLI	Ollie's Bargain Outlet Holdings, Inc.	44	$57.10	$90.65	$4K	0.0%	+58.8%
CRWD	CrowdStrike Holdings Inc	18	$441.78	$216.63	$4K	0.0%	-51.0%
NWS	News Corporation - Class B	133	$9.16	$29.00	$4K	0.0%	+216.5%
CS CSTL	Castle Bioscience, Inc. Common Stock (U.S. Trust Holdings)	111	$72.17	$32.82	$4K	0.0%	-54.5%
HRB	H&R Block, Inc.	66	$14.74	$52.70	$3K	0.0%	+257.5%
LU LUMN	CenturyLink, Inc. d/b/a Lumen Technologies, Inc. (U.S. Trust Holdings)	818	$9.78	$3.96	$3K	0.0%	-59.5%
CM CMP	Compass Minerals Intl Inc	136	$58.78	$22.85	$3K	0.0%	-61.1%
ABT	Abbott Laboratories	27	$130.00	$110.28	$3K	0.0%	-15.2%
SYY	Sysco Corporation	38	$58.60	$77.37	$3K	0.0%	+32.0%
PR PRGO	Perrigo Company plc Ordinary Shares	177	$45.15	$15.89	$3K	0.0%	-64.8%
EBS	Emergent Biosolutions, Inc.	396	$80.82	$6.00	$2K	0.0%	-92.6%
HOG	Harley-Davidson, Inc.	68	$20.16	$32.77	$2K	0.0%	+62.5%
CCJ	Cameco Corp	28	$83.30	$71.30	$2K	0.0%	-14.4%
BKNG	Booking Holdings Inc.	12	$3119.21	$161.63	$2K	0.0%	-94.8%
VN VNO	Vornado Realty Trust	46	$31.09	$35.91	$2K	0.0%	+15.5%
TD TDOC	Teladoc Health	170	$191.19	$8.85	$2K	0.0%	-95.4%
NOC	Northrop Grumman Corp	3	$484.77	$526.78	$1K	0.0%	+8.7%
NWSA	News Corporation - Class A	48	$9.88	$26.39	$1K	0.0%	+167.1%
AL ALGT	allegiant Travel Company	12	$151.26	$92.34	$1K	0.0%	-39.0%
DHI	D.R. Horton Inc	7	$138.45	$152.96	$1K	0.0%	+10.5%
SR SRPT	Sarepta Therapeutics, Inc.	58	$138.50	$17.70	$1K	0.0%	-87.2%
BKR	Baker Hughes a GE Co	19	$44.71	$47.78	$899	0.0%	+6.9%
AME	aMETEK, Inc.	4	$210.64	$228.28	$835	0.0%	+8.4%
WDFC	Wd-40 Company	4	$175.09	$222.42	$825	0.0%	+27.0%
CR CRNC	Cerence	92	$86.72	$8.13	$750	0.0%	-90.6%
BXP	Boston Properties, Inc.	9	$88.21	$65.04	$602	0.0%	-26.3%
HELE	Helen of Troy Limited	16	$146.50	$37.42	$589	0.0%	-74.5%
LEN	Lennar Corporation Class A	3	$115.97	$89.11	$287	0.0%	-23.2%
FR FRC	FIRST REPUBLIC baNK	75	$106.83	$3.51	$262	0.0%	-96.7%
L	Loews Corporation	2	$36.70	$110.21	$239	0.0%	+200.3%
SLB	Schlumberger Ltd	3	$33.05	$50.17	$163	0.0%	+51.8%
TAP	Molson Coors Beverage Company Class B Common Stock	4	$49.22	$40.33	$152	0.0%	-18.1%
ORCL	Oracle Corporation	1	$47.27	$115.41	$118	0.0%	+144.2%
INVH	Invitation Homes Inc	4	$27.05	$27.17	$96	0.0%	+0.4%
DLR	Digital Realty Trust, Inc.	1	$137.34	$174.25	$87	0.0%	+26.9%
BRO	Brown & Brown Inc	1	$79.93	$72.64	$64	0.0%	-9.1%
UBSI	United Bankshares, Inc.	0	$34.31	$48.22	$22	0.0%	+40.5%
ALB	albemarle Corporation	0	$64.29	$99.03	$1	0.0%	+54.0%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →