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

+68.5%

Realized P&L

$440K

Open Positions

361

Performance vs S&P 500

+6.1%

SPY +9.1%

α -3.0%

+3.4%

SPY +6.3%

α -2.9%

+6.7%

SPY +8.3%

α -1.6%

+23.1%

SPY +30.6%

α -7.5%

+62.1%

SPY +79.5%

α -17.4%

+46.3%

SPY +76.5%

α -30.2%

All

+236.1%

SPY +179.7%

α +56.4%

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	$293.70	$1.4M	12.1%	+445.6%
SPY	SPdR S&P 500	515	$339.79	$737.36	$380K	3.2%	+117.0%
PWR	Quanta Services, Inc.	467	$47.49	$745.04	$348K	2.9%	+1469.0%
COST	Costco Wholesale Corporation	293	$349.14	$1006.44	$295K	2.5%	+188.3%
TT	Trane Technologies plc	549	$93.02	$466.74	$256K	2.2%	+401.8%
JPM	JP Morgan Chase & Co.	771	$118.08	$302.25	$233K	2.0%	+156.0%
TSM	Taiwan Semiconductor Manufacturing Co Ltd	514	$356.30	$409.23	$210K	1.8%	+14.9%
LB	LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests	3,085	$59.15	$64.49	$199K	1.7%	+9.0%
V	Visa Inc.	597	$190.01	$318.87	$190K	1.6%	+67.8%
BABA	alibaba Group Holding Limited american depositary Shares each representing eight ordinary share	1,217	$160.78	$140.17	$171K	1.4%	-12.8%
AMZN	amazon.com, Inc.	601	$191.75	$273.04	$164K	1.4%	+42.4%
TSLA	Tesla, Inc. (U.S. Trust Holdings)	374	$225.74	$424.98	$159K	1.3%	+88.3%
MTSI	MACOM Technology Solutions Holdings, Inc.	431	$34.57	$357.14	$154K	1.3%	+933.1%
IR	Ingersoll Rand Inc.	1,898	$33.99	$75.82	$144K	1.2%	+123.1%
FLEX	Flex Ltd. - Ordinary Shares	1,004	$5.88	$141.81	$142K	1.2%	+2311.7%
VIAV	Viavi Solutions Inc.	2,625	$12.19	$51.01	$134K	1.1%	+318.4%
HE	Hawaiian Electric Industries Inc	8,206	$9.14	$14.97	$123K	1.0%	+63.8%
MA	Mastercard Incorporated	221	$330.37	$497.12	$110K	0.9%	+50.5%
NFLX	Netflix, Inc.	1,229	$49.36	$87.47	$107K	0.9%	+77.2%
SHW	Sherwin-Williams Company	328	$172.30	$317.04	$104K	0.9%	+84.0%
AB ABMD	AbIoMED, Inc.	271	$216.35	$380.79	$103K	0.9%	+76.0%
RCL	Royal Caribbean Cruises Ltd.	358	$22.33	$275.62	$99K	0.8%	+1134.3%
CAT	Caterpillar, Inc.	110	$218.76	$896.59	$98K	0.8%	+309.9%
ON	ON Semiconductor Corporation	947	$8.45	$102.83	$97K	0.8%	+1116.9%
KLAC	KLA Corporation	49	$132.02	$1864.91	$91K	0.8%	+1312.6%
UBER	Uber Technologies, Inc.	1,179	$31.74	$75.28	$89K	0.8%	+137.2%
NVDA	NVIDIA Corporation	391	$13.06	$215.28	$84K	0.7%	+1548.3%
JNJ	Johnson & Johnson	354	$159.55	$221.51	$78K	0.7%	+38.8%
FCX	Freeport-McMoRan, Inc.	1,258	$19.07	$61.52	$77K	0.7%	+222.5%
GOOGL	Alphabet Inc. - Class A	181	$124.82	$400.54	$73K	0.6%	+220.9%
XOM	Exxon Mobil Corp	495	$151.59	$144.25	$71K	0.6%	-4.8%
FERG	Ferguson PLC	294	$164.74	$241.47	$71K	0.6%	+46.6%
CP	Canadian Pacific Railway Ltd	783	$72.14	$86.13	$67K	0.6%	+19.4%
CSGP	CoStar Group, Inc.	2,001	$70.98	$32.77	$66K	0.6%	-53.8%
ERIC	Ericsson	5,500	$11.82	$11.88	$65K	0.6%	+0.5%
SUPN	Supernus Pharmaceuticals, Inc.	1,258	$25.43	$51.62	$65K	0.6%	+102.9%
WFC	Wells Fargo & Company	854	$28.39	$75.95	$65K	0.6%	+167.5%
APG	APi Group Corp	1,471	$32.64	$43.99	$65K	0.6%	+34.8%
SKY	Skyline Champion Corporation	880	$45.46	$72.89	$64K	0.5%	+60.3%
PTC	PTC Inc	427	$169.85	$145.75	$62K	0.5%	-14.2%
BE	Bloom Energy Corp	228	$113.74	$262.60	$60K	0.5%	+130.9%
CBOE	Cboe Global Markets, Inc.	164	$122.39	$348.87	$57K	0.5%	+185.0%
SSNC	SS&C Technologies Holdings, Inc.	801	$39.97	$68.72	$55K	0.5%	+72.0%
LNT	Alliant Energy Corporation	745	$53.72	$71.95	$54K	0.5%	+33.9%
INTC	Intel Corp. (U.S. Trust Holdings)	409	$39.15	$124.90	$51K	0.4%	+219.0%
SE SEE	Sealed air Corporation	1,209	$33.50	$42.15	$51K	0.4%	+25.8%
DASH	DoorDash Inc	307	$192.59	$163.73	$50K	0.4%	-15.0%
AZN	Astrazeneca PLC	274	$87.49	$182.78	$50K	0.4%	+108.9%
MS	Morgan Stanley	260	$30.75	$192.59	$50K	0.4%	+526.3%
CE CENT	Central Garden & Pet Company	1,247	$27.38	$38.31	$48K	0.4%	+39.9%
ABCB	Ameris Bancorp	537	$25.52	$86.86	$47K	0.4%	+240.4%
GE	General Electric Company	156	$226.99	$297.95	$46K	0.4%	+31.3%
SE SEI	Solaris Energy Infrastructure, Inc. Class A Common Stock	627	$25.51	$72.45	$45K	0.4%	+184.0%
BBIO	BridgeBio Pharma, Inc. - Common Stock	679	$58.89	$66.76	$45K	0.4%	+13.4%
CR CRY	CryoLife, Inc.	1,849	$21.64	$24.45	$45K	0.4%	+13.0%
RVTY	Revvity Inc	436	$91.78	$101.79	$44K	0.4%	+10.9%
LYV	Live Nation Entertainment, Inc.	271	$29.50	$162.67	$44K	0.4%	+451.4%
MGM	MGM Resorts International	1,120	$7.14	$38.82	$43K	0.4%	+443.7%
NUE	Nucor Corporation	188	$42.50	$228.16	$43K	0.4%	+436.9%
GEV	GE VERNOVA INC	39	$608.82	$1039.58	$41K	0.3%	+70.8%
BOOT	Boot barn Holdings, Inc.	248	$58.40	$164.17	$41K	0.3%	+181.1%
GS	Goldman Sachs Group, Inc.	42	$190.03	$936.07	$39K	0.3%	+392.6%
WAT	Waters Corporation Common Stock	109	$294.47	$353.49	$38K	0.3%	+20.0%
EOG	EOG Resources Inc	288	$112.70	$130.26	$38K	0.3%	+15.6%
ATVI	activision blizzard, Inc	398	$81.75	$94.42	$38K	0.3%	+15.5%
HMN	Horace Mann Educators Corporation	822	$39.01	$44.47	$37K	0.3%	+14.0%
FN	FABRINET	59	$551.97	$615.96	$36K	0.3%	+11.6%
LG LGN	LEGENCE CORP	355	$45.01	$99.40	$35K	0.3%	+120.8%
SBCF	Seacoast Banking Corporation of Florida	1,113	$21.56	$31.16	$35K	0.3%	+44.6%
FISV	Fiserv, Inc.	612	$65.33	$55.51	$34K	0.3%	-15.0%
FITB	Fifth Third Bancorp	686	$11.67	$49.58	$34K	0.3%	+324.8%
VCYT	Veracyte, Inc.	836	$30.54	$40.40	$34K	0.3%	+32.3%
STRC	Strategy Inc - Variable Rate Series A Perpetual Stretch Preferred Stock	335	$97.00	$99.99	$34K	0.3%	+3.1%
SMTC	Semtech Corporation - Common Stock	275	$58.24	$121.81	$33K	0.3%	+109.2%
CFG	Citizens Financial Group, Inc.	522	$15.32	$63.90	$33K	0.3%	+317.1%
HQY	HealthEquity, Inc.	390	$51.25	$84.72	$33K	0.3%	+65.3%
WELL	Welltower Inc.	152	$52.54	$216.66	$33K	0.3%	+312.4%
CACI	CACI International, Inc. Class A	68	$386.26	$481.79	$33K	0.3%	+24.7%
WTW	Willis Towers Watson PLC	127	$317.38	$256.52	$33K	0.3%	-19.2%
CVX	Chevron Corp	178	$182.26	$181.15	$32K	0.3%	-0.6%
CAH	Cardinal Health, Inc.	175	$45.70	$184.42	$32K	0.3%	+303.5%
CSWI	CSW INDUSTRIALS INC	105	$305.10	$305.10	$32K	0.3%	+0.0%
STRL	STERLING INFRASTRUCTURE INC	37	$121.57	$834.41	$31K	0.3%	+586.4%
BCS	Barclays PLC	1,290	$18.60	$23.70	$31K	0.3%	+27.4%
AGIO	Agios Pharmaceuticals Inc	1,099	$29.13	$27.71	$30K	0.3%	-4.9%
CHRW	C.H. Robinson Worldwide, Inc.	176	$90.74	$171.12	$30K	0.3%	+88.6%
CTVA	Corteva, Inc.	371	$21.57	$81.23	$30K	0.3%	+276.6%
PGNY	Progyny, Inc.	1,269	$25.22	$23.45	$30K	0.3%	-7.0%
INTU	Intuit Inc.	75	$321.86	$395.10	$29K	0.3%	+22.8%
AON	Aon plc Class A Ordinary Shares	94	$170.48	$312.25	$29K	0.3%	+83.2%
FDX	FedEx Corporation	77	$207.78	$378.97	$29K	0.3%	+82.4%
KMX	CarMax Inc	715	$78.37	$40.28	$29K	0.2%	-48.6%
THR	Thermon Group Holdings Inc	440	$26.90	$65.41	$29K	0.2%	+143.2%
FNV	Franco-Nevada Corp	124	$261.93	$231.07	$29K	0.2%	-11.8%
HL HLIO	Helios Technologies, Inc.	406	$39.40	$68.42	$28K	0.2%	+73.7%
AVNT	Avient Corporation	749	$32.04	$37.05	$28K	0.2%	+15.7%
EB EBSB	Meridian Bancorp, Inc.	1,146	$13.96	$24.15	$28K	0.2%	+73.0%
SF	Stifel Financial Corporation	363	$22.01	$76.08	$28K	0.2%	+245.7%
EPAC	Enerpac Tool Group Corp	771	$41.51	$35.63	$27K	0.2%	-14.2%
MCHP	Microchip Technology Incorporated	276	$28.98	$99.31	$27K	0.2%	+242.7%
PLTR	Palantir Technologies Inc	196	$81.60	$137.31	$27K	0.2%	+68.3%
STT	State Street Corporation	177	$45.22	$149.85	$27K	0.2%	+231.4%
F	Ford Motor Company	2,147	$9.26	$12.29	$26K	0.2%	+32.8%
ISRG	Intuitive Surgical Inc	59	$545.36	$449.25	$26K	0.2%	-17.6%
TDG	Transdigm Group Incorporated	22	$371.18	$1212.19	$26K	0.2%	+226.6%
LYB	Lyondellbasell Industries NV Ordinary Shares Class A	361	$44.27	$71.54	$26K	0.2%	+61.6%
HLI	Houlihan Lokey, Inc. Class a	169	$47.36	$152.69	$26K	0.2%	+222.4%
RARE	Ultragenyx Pharmaceutical Inc	976	$24.60	$26.16	$26K	0.2%	+6.4%
EL	Estee Lauder Companies, Inc.	295	$219.99	$85.56	$25K	0.2%	-61.1%
MTX	Minerals Technologies Inc.	314	$55.34	$79.78	$25K	0.2%	+44.2%
ATRC	atriCure, Inc.	931	$30.88	$26.39	$25K	0.2%	-14.6%
VRSN	VeriSign, Inc.	85	$187.95	$287.75	$24K	0.2%	+53.1%
STZ	Constellation Brands Inc	164	$146.72	$147.44	$24K	0.2%	+0.5%
STAG	Stag Industrial, Inc.	615	$26.00	$39.12	$24K	0.2%	+50.5%
NET	Cloudflare Inc	121	$193.24	$196.26	$24K	0.2%	+1.6%
BR	Broadridge Financial Solutions, Inc.	158	$101.14	$149.59	$24K	0.2%	+47.9%
SPG	Simon Property Group, Inc.	116	$68.80	$202.84	$24K	0.2%	+194.8%
TEL	TE Connectivity Ltd. New Switzerland Registered Shares	114	$140.24	$206.63	$24K	0.2%	+47.3%
GD	General Dynamics Corporation	66	$200.40	$347.04	$23K	0.2%	+73.2%
CF	CF Industries Holdings, Inc.	200	$50.98	$114.95	$23K	0.2%	+125.5%
FOXA	Fox Corporation - Class a	365	$43.80	$62.59	$23K	0.2%	+42.9%
IT	Gartner, Inc.	144	$111.17	$158.26	$23K	0.2%	+42.4%
NA NATI	National Instruments Corporation	376	$21.27	$59.98	$23K	0.2%	+182.0%
LHX	L3Harris Technologies, Inc.	74	$209.62	$300.06	$22K	0.2%	+43.1%
VC VC	Visteon Corporation	191	$41.87	$114.94	$22K	0.2%	+174.5%
KEY	KeyCorp	1,007	$15.89	$21.66	$22K	0.2%	+36.3%
PV PVH	PVH Corp.	241	$33.25	$90.19	$22K	0.2%	+171.2%
VTR	Ventas, Inc.	245	$32.66	$87.78	$22K	0.2%	+168.8%
ARMK	Aramark	459	$34.84	$45.26	$21K	0.2%	+29.9%
AIG	American International Group, Inc. New	269	$29.77	$76.71	$21K	0.2%	+157.7%
RTX	Raytheon Technologies Corporation	116	$69.25	$176.76	$20K	0.2%	+155.3%
STE	STERIS plc	98	$163.51	$208.06	$20K	0.2%	+27.3%
AVGO	Broadcom Inc	47	$333.01	$428.17	$20K	0.2%	+28.6%
TCOM	Trip.com Group Limited - American Depositary Shares	384	$32.86	$52.74	$20K	0.2%	+60.5%
BM BMRN	BioMarin Pharmaceutical Inc. (U.S. Trust Holdings)	374	$86.96	$53.96	$20K	0.2%	-38.0%
ROKU	Roku, Inc. - Class A	155	$128.88	$129.28	$20K	0.2%	+0.3%
UH UHS	Universal Health Services, Inc.	118	$67.69	$169.59	$20K	0.2%	+150.5%
PNC	PNC Financial Services Group, Inc.	91	$87.53	$217.46	$20K	0.2%	+148.4%
CVET	Covetrus, Inc.	949	$25.30	$20.93	$20K	0.2%	-17.3%
MRK	Merck & Co Inc	178	$89.81	$111.39	$20K	0.2%	+24.0%
EX EXAS	Exact Sciences Corporation	189	$42.41	$104.91	$20K	0.2%	+147.4%
HAL	Halliburton Company Common Stock	494	$25.00	$39.95	$20K	0.2%	+59.8%
HD	The Home Depot Inc	61	$364.44	$318.72	$20K	0.2%	-12.5%
GBCI	Glacier Bancorp, Inc.	401	$39.95	$48.79	$20K	0.2%	+22.1%
NTRS	Northern Trust Corporation	121	$66.18	$160.53	$19K	0.2%	+142.6%
BA	Boeing Company	82	$207.72	$236.77	$19K	0.2%	+14.0%
OXY	Occidental Petroleum Corporation Common Stock	359	$44.62	$53.12	$19K	0.2%	+19.1%
DD	DuPont de Nemours, Inc.	384	$31.42	$49.55	$19K	0.2%	+57.7%
ADC	Agree Realty Corporation	246	$65.10	$76.43	$19K	0.2%	+17.4%
ICUI	ICU Medical, Inc.	146	$184.34	$126.20	$18K	0.2%	-31.5%
UNP	Union Pacific Corporation	70	$115.08	$264.19	$18K	0.2%	+129.6%
ALKT	ALKAMI TECHNOLOGY INC	1,022	$23.49	$17.91	$18K	0.1%	-23.8%
LIN	Linde plc Ordinary Share	37	$432.46	$493.79	$18K	0.1%	+14.2%
ANTM	Anthem, Inc.	39	$206.96	$472.34	$18K	0.1%	+128.2%
CATY	Cathay General Bancorp	317	$50.47	$57.58	$18K	0.1%	+14.1%
LGND	Ligand Pharmaceuticals Inc	82	$194.03	$220.96	$18K	0.1%	+13.9%
PATK	Patrick Industries, Inc.	189	$42.37	$95.42	$18K	0.1%	+125.2%
MEDP	Medpace Holdings, Inc.	42	$140.21	$423.88	$18K	0.1%	+202.3%
CNS	Cohen & Steers Inc	241	$66.44	$73.02	$18K	0.1%	+9.9%
BMY	bristol-Myers Squibb Company	311	$51.51	$56.22	$17K	0.1%	+9.1%
CNC	Centene Corporation	309	$25.89	$56.27	$17K	0.1%	+117.3%
TMUS	T-Mobile US, Inc.	90	$89.31	$193.73	$17K	0.1%	+116.9%
COCO	VITA COCO COMPANY INC	240	$33.36	$71.99	$17K	0.1%	+115.8%
ETN	Eaton Corp PLC	43	$345.30	$402.13	$17K	0.1%	+16.5%
WDAY	Workday Inc	134	$242.66	$126.92	$17K	0.1%	-47.7%
FSS	Federal Signal Corp	142	$112.48	$118.61	$17K	0.1%	+5.5%
HBAN	Huntington Bancshares Incorporated	1,036	$7.72	$16.14	$17K	0.1%	+109.1%
TTWO	Take-Two Interactive Software, Inc.	75	$106.62	$220.68	$17K	0.1%	+107.0%
PEG	Public Service Enterprise Group Incorporated	209	$38.26	$77.26	$16K	0.1%	+101.9%
SQ	Block Inc	185	$86.38	$86.38	$16K	0.1%	+0.0%
PYPL	PayPal Holdings, Inc.	351	$189.75	$45.41	$16K	0.1%	-76.1%
ADBE	Adobe	62	$475.10	$252.71	$16K	0.1%	-46.8%
ABBV	abbVie Inc.	78	$102.80	$200.98	$16K	0.1%	+95.5%
TDY	Teledyne Technologies Incorporated	25	$321.81	$622.16	$15K	0.1%	+93.3%
FDS	FactSet Research Systems Inc	68	$234.26	$223.96	$15K	0.1%	-4.4%
CVLT	Commvault Systems, Inc. - Common Stock	146	$164.61	$104.57	$15K	0.1%	-36.5%
EXC	Exelon Corporation	340	$23.56	$44.08	$15K	0.1%	+87.1%
AZTA	Azenta Inc	779	$30.83	$19.11	$15K	0.1%	-38.0%
FBK	FB FINANCIAL CORP	273	$58.63	$54.30	$15K	0.1%	-7.4%
ELAN	Elanco Animal Health Incorporated	633	$25.26	$23.27	$15K	0.1%	-7.9%
SA SARO	STANDARDAERO INC	585	$27.37	$25.13	$15K	0.1%	-8.2%
BSX	Boston Scientific Corporation	271	$87.51	$53.74	$15K	0.1%	-38.6%
SY SYF	Synchrony Financial	194	$13.93	$73.13	$14K	0.1%	+425.0%
MU	Micron Technology Inc	19	$418.01	$741.87	$14K	0.1%	+77.5%
JKHY	Henry (Jack) & Associates Inc	97	$165.54	$145.74	$14K	0.1%	-12.0%
MET	MetLife, Inc.	179	$28.18	$77.92	$14K	0.1%	+176.5%
CDRE	CADRE HOLDINGS INC	465	$34.37	$29.85	$14K	0.1%	-13.2%
PGR	Progressive Corporation	71	$72.15	$193.00	$14K	0.1%	+167.5%
BCPC	Balchem Corporation	86	$93.43	$160.86	$14K	0.1%	+72.2%
DOW	Dow Inc.	366	$21.85	$36.87	$13K	0.1%	+68.7%
MTCH	Match Group, Inc.	364	$111.40	$36.97	$13K	0.1%	-66.8%
CVS	CVS Health Corporation	147	$54.55	$90.56	$13K	0.1%	+66.0%
IDA	IdaCoRP, Inc.	91	$87.79	$143.90	$13K	0.1%	+63.9%
BIIB	Biogen Inc.	67	$212.71	$192.46	$13K	0.1%	-9.5%
TW TWTR	Twitter, Inc.	257	$31.09	$49.89	$13K	0.1%	+60.5%
CCL	Carnival Corporation	486	$16.46	$26.41	$13K	0.1%	+60.4%
IVZ	Invesco Ltd	463	$23.91	$27.57	$13K	0.1%	+15.3%
DDOG	Datadog Inc	64	$124.52	$197.69	$13K	0.1%	+58.8%
DG	Dollar General Corporation	108	$74.19	$114.03	$12K	0.1%	+53.7%
NHI	National Health Investors, Inc.	162	$49.52	$75.53	$12K	0.1%	+52.5%
NBIX	Neurocrine Biosciences, Inc.	80	$100.29	$152.01	$12K	0.1%	+51.6%
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%
IBM	International Business Machines Corporation	52	$295.57	$229.44	$12K	0.1%	-22.4%
CH CHUY	Chuy's Holdings, Inc.	317	$25.20	$37.48	$12K	0.1%	+48.7%
PAYX	Paychex, Inc.	126	$63.30	$93.73	$12K	0.1%	+48.1%
WY	Weyerhaeuser Company	492	$16.25	$23.68	$12K	0.1%	+45.8%
REGN	Regeneron Pharmaceuticals, Inc. (U.S. Trust Holdings)	16	$490.06	$712.51	$12K	0.1%	+45.4%
USPH	US Physical Therapy Inc	191	$83.73	$60.08	$11K	0.1%	-28.2%
LVS	Las Vegas Sands Corp.	212	$37.68	$53.15	$11K	0.1%	+41.1%
PPBI	Pacific Premier Bancorp Inc	459	$26.74	$24.49	$11K	0.1%	-8.4%
CB	Chubb Limited	35	$254.72	$319.67	$11K	0.1%	+25.5%
AEIS	Advanced Energy Industries Inc	31	$308.29	$357.32	$11K	0.1%	+15.9%
ELV	Elevance Health Inc	29	$276.41	$378.42	$11K	0.1%	+36.9%
FIS	Fidelity National Information Services, Inc.	251	$55.54	$43.66	$11K	0.1%	-21.4%
NXPI	NXP Semiconductors NV	37	$216.28	$295.72	$11K	0.1%	+36.7%
FTNT	Fortinet Inc	96	$83.44	$113.84	$11K	0.1%	+36.4%
FWRG	FIRST WATCH RESTAURA GRO INC	903	$17.72	$12.04	$11K	0.1%	-32.1%
MB MBFJF	Mitsubishi UFJ Financial Group Inc Ordinary Shares	556	$14.40	$19.41	$11K	0.1%	+34.8%
SYK	Stryker Corporation	37	$215.81	$286.16	$11K	0.1%	+32.6%
CSCO	Cisco Systems Inc	108	$73.88	$96.66	$10K	0.1%	+30.8%
LUV	Southwest Airlines Company	255	$31.39	$41.00	$10K	0.1%	+30.6%
RHP	Ryman Hospitality Properties, Inc.	94	$84.72	$110.35	$10K	0.1%	+30.3%
WPM	Wheaton Precious Metals Corp	75	$106.63	$138.72	$10K	0.1%	+30.1%
FT FTDR	Frontdoor, Inc. (U.S. Trust Holdings)	159	$50.28	$64.76	$10K	0.1%	+28.8%
NWE	NorthWestern Corporation	142	$56.41	$72.58	$10K	0.1%	+28.7%
PEP	Pepsico, Inc.	66	$120.92	$155.13	$10K	0.1%	+28.3%
GLW	Corning Incorporated	55	$145.78	$186.25	$10K	0.1%	+27.8%
TFC	Truist Financial Corporation	204	$39.20	$49.29	$10K	0.1%	+25.7%
GILD	Gilead Sciences, Inc.	77	$79.42	$131.16	$10K	0.1%	+65.2%
CL	Colgate-Palmolive Company	114	$70.16	$88.00	$10K	0.1%	+25.4%
BC BCRX	BioCryst Pharmaceuticals Inc	1,159	$6.90	$8.57	$10K	0.1%	+24.3%
OC OCFC	OceanFirst Financial Corp.	523	$15.30	$18.85	$10K	0.1%	+23.2%
CPRI	Capri Holdings Limited Ordinary Shares	531	$7.52	$18.54	$10K	0.1%	+146.5%
IFF	International Flavors & Fragrances Inc	121	$66.00	$81.18	$10K	0.1%	+23.0%
COHR	Coherent Corp	30	$270.63	$332.89	$10K	0.1%	+23.0%
MOH	Molina Healthcare Inc	52	$155.24	$187.72	$10K	0.1%	+20.9%
DECK	Deckers Outdoor Corp	95	$83.77	$100.77	$10K	0.1%	+20.3%
CRWD	CrowdStrike Holdings Inc	18	$441.78	$525.03	$10K	0.1%	+18.8%
ILMN	Illumina Inc	67	$119.32	$141.77	$10K	0.1%	+18.8%
LMT	Lockheed Martin Corp	19	$470.22	$508.11	$9K	0.1%	+8.1%
M	Macy's Inc	488	$16.40	$19.41	$9K	0.1%	+18.4%
DAY	Dayforce, Inc. Common Stock	135	$59.26	$69.86	$9K	0.1%	+17.9%
ITT	ITT Inc	46	$174.89	$206.08	$9K	0.1%	+17.8%
PH PHR	Phreesia, Inc.	910	$30.18	$10.26	$9K	0.1%	-66.0%
XLNX	Xilinx, Inc.	41	$74.41	$225.20	$9K	0.1%	+202.7%
DISCA	Discovery, Inc. - Series A	402	$19.88	$23.07	$9K	0.1%	+16.1%
TRGP	Targa Resources Corp	37	$217.06	$248.63	$9K	0.1%	+14.5%
INTA	Intapp, Inc. - Common Stock	368	$43.53	$24.91	$9K	0.1%	-42.8%
MUFG	Mitsubishi UFJ Financial Group	508	$15.74	$17.98	$9K	0.1%	+14.2%
UTZ	UTZ BRANDS INC	1,206	$13.27	$7.54	$9K	0.1%	-43.2%
CY CYRX	CryoPort, Inc.	665	$18.98	$13.61	$9K	0.1%	-28.3%
MSFT	Microsoft Corporation	22	$487.31	$414.28	$9K	0.1%	-15.0%
WYNN	Wynn Resorts Ltd	88	$91.10	$102.14	$9K	0.1%	+12.1%
NEO	Neogenomics Inc	1,000	$8.00	$8.96	$9K	0.1%	+12.0%
ASML	ASML Holding NV	6	$1423.00	$1586.15	$9K	0.1%	+11.5%
HON	Honeywell International Inc	42	$191.45	$213.17	$9K	0.1%	+11.3%
MMM	3M Company	61	$130.65	$143.32	$9K	0.1%	+9.7%
O	Realty Income Corporation	140	$57.20	$61.86	$9K	0.1%	+8.2%
CME	CME Group Inc	30	$262.45	$282.15	$9K	0.1%	+7.5%
HALO	Halozyme Therapeutics, Inc.	132	$31.09	$64.67	$9K	0.1%	+108.0%
CTRA	Coterra Energy Inc	262	$30.56	$32.55	$9K	0.1%	+6.5%
IP	International Paper Company	259	$35.64	$32.89	$9K	0.1%	-7.7%
COP	ConocoPhillips	74	$107.50	$113.94	$8K	0.1%	+6.0%
RBA	Ritchie bros. Auctioneers Incorporated	82	$97.98	$103.53	$8K	0.1%	+5.7%
HA HAE	Haemonetics Corporation	152	$105.39	$55.67	$8K	0.1%	-47.2%
CMG	Chipotle Mexican Grill Inc	260	$30.76	$32.40	$8K	0.1%	+5.3%
WMB	The Williams Cos Inc	116	$68.84	$72.17	$8K	0.1%	+4.8%
PFE	Pfizer Inc	326	$27.15	$25.70	$8K	0.1%	-5.4%
CCI	Crown Castle International Corp.	90	$88.49	$91.09	$8K	0.1%	+2.9%
OKE	ONEOK Inc	96	$83.46	$85.08	$8K	0.1%	+1.9%
KMI	Kinder Morgan Inc	258	$31.01	$31.52	$8K	0.1%	+1.6%
KHC	The Kraft Heinz Company	338	$23.69	$24.05	$8K	0.1%	+1.5%
VRSK	Verisk Analytics, Inc.	47	$169.47	$171.97	$8K	0.1%	+1.5%
EQT	EQT Corp	144	$55.39	$56.10	$8K	0.1%	+1.3%
ANET	Arista Networks Inc	56	$141.73	$142.15	$8K	0.1%	+0.3%
SAN	Banco Santander SA	654	$12.23	$12.27	$8K	0.1%	+0.3%
DSGX	The Descartes Systems Group Inc.	111	$34.39	$72.08	$8K	0.1%	+109.6%
SOI	Solaris Oilfield Infrastructure Inc	707	$11.32	$11.32	$8K	0.1%	+0.0%
NOW	ServiceNow, Inc.	88	$91.20	$90.88	$8K	0.1%	-0.4%
GTES	Gates Industrial Corp PLC	303	$26.37	$26.03	$8K	0.1%	-1.3%
FICO	Fair Isaac Corporation	7	$1131.22	$1115.91	$8K	0.1%	-1.4%
KVUE	KENVUE INC	441	$18.30	$17.62	$8K	0.1%	-3.7%
C	Citigroup, Inc.	60	$36.43	$126.09	$8K	0.1%	+246.1%
EFX	Equifax Inc	43	$184.28	$175.19	$8K	0.1%	-4.9%
ARIS	ARIS WATER SOLUTIN INC	387	$24.57	$19.64	$8K	0.1%	-20.1%
AZO	AutoZone Inc	2	$3704.29	$3503.33	$8K	0.1%	-5.4%
EX EXE	Chesapeake Energy Corp	78	$102.21	$96.30	$8K	0.1%	-5.8%
GDDY	Godaddy Inc. Class a	83	$96.09	$90.35	$8K	0.1%	-6.0%
CLX	The Clorox Co	81	$98.31	$92.33	$8K	0.1%	-6.1%
ACN	Accenture PLC	41	$196.65	$180.51	$7K	0.1%	-8.2%
KKR	KKR & Co Inc	71	$117.54	$102.46	$7K	0.1%	-12.8%
MDB	MongoDB Inc	24	$330.10	$298.33	$7K	0.1%	-9.6%
CMCSA	Comcast Corporation - Class A	282	$28.37	$25.39	$7K	0.1%	-10.5%
ARQT	ARCUTIS BIOTHERAPEUTICS INC	339	$23.60	$20.82	$7K	0.1%	-11.8%
MOS	Mosaic Company	308	$25.98	$22.61	$7K	0.1%	-13.0%
LU LUMN	CenturyLink, Inc. d/b/a Lumen Technologies, Inc. (U.S. Trust Holdings)	818	$9.78	$8.47	$7K	0.1%	-13.3%
SMCI	SUPER MICRO COMPUTER INC	198	$40.41	$34.85	$7K	0.1%	-13.8%
SP SPLK	Splunk Inc.	44	$182.55	$156.90	$7K	0.1%	-14.1%
CTSH	Cognizant Technology Solutions Corporation - Class A	133	$60.37	$51.61	$7K	0.1%	-14.5%
META	Meta Platforms Inc	11	$716.50	$610.65	$7K	0.1%	-14.8%
VIAC	ViacomCbS Inc. - Class B	230	$34.71	$29.58	$7K	0.1%	-14.8%
DPZ	Domino's Pizza Inc	21	$389.73	$324.22	$7K	0.1%	-16.8%
RACE	Ferrari NV	19	$389.83	$339.60	$6K	0.1%	-12.9%
TNDM	Tandem Diabetes Care Inc	410	$19.49	$15.73	$6K	0.1%	-19.3%
LPLA	LPL Financial Holdings Inc	21	$386.99	$303.57	$6K	0.1%	-21.6%
MELI	MercadoLibre Inc	4	$2147.79	$1633.61	$6K	0.1%	-23.9%
TEAM	atlassian Corporation Plc - Class a ordinary Shares	66	$122.03	$91.48	$6K	0.1%	-25.0%
EPAM	EPaM Systems, Inc.	58	$137.14	$100.22	$6K	0.1%	-26.9%
CHTR	Charter Communications Inc	37	$218.19	$155.41	$6K	0.1%	-28.8%
HT HTLD	Heartland Express, Inc.	431	$18.57	$13.20	$6K	0.1%	-28.9%
NKE	Nike, Inc.	127	$77.45	$44.07	$6K	0.1%	-43.1%
ALGN	align Technology, Inc.	33	$145.76	$168.89	$6K	0.1%	+15.9%
JW JWN	Nordstrom, Inc.	213	$37.56	$24.66	$5K	0.0%	-34.4%
ZTS	Zoetis Inc. Class A Common Stock	62	$128.13	$82.23	$5K	0.0%	-35.8%
GIS	General Mills, Inc.	145	$47.86	$34.78	$5K	0.0%	-27.3%
MKC	McCormick & Company, Incorporated	102	$78.23	$48.35	$5K	0.0%	-38.2%
ED EDU	New Oriental Education & Technology Group, Inc. Sponsored ADR Representing 1 Ordinary Share	90	$178.34	$53.43	$5K	0.0%	-70.0%
USB	U.S. Bancorp	80	$38.16	$55.53	$4K	0.0%	+45.5%
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	$13.93	$4K	0.0%	-73.9%
NWS	News Corporation - Class B	133	$9.16	$31.13	$4K	0.0%	+239.8%
APA	APA Corporation - Common Stock	113	$18.59	$35.70	$4K	0.0%	+92.0%
CM CMP	Compass Minerals Intl Inc	136	$58.78	$28.05	$4K	0.0%	-52.3%
EBS	Emergent Biosolutions, Inc.	396	$80.82	$9.49	$4K	0.0%	-88.3%
OLLI	Ollie's Bargain Outlet Holdings, Inc.	44	$57.10	$81.87	$4K	0.0%	+43.4%
CBZ	CBIZ Inc	108	$74.05	$30.85	$3K	0.0%	-58.3%
DXC	DXC Technology Company	351	$9.31	$9.45	$3K	0.0%	+1.4%
CCJ	Cameco Corp	28	$83.30	$116.58	$3K	0.0%	+40.0%
RPD	Rapid7, Inc.	450	$53.34	$6.92	$3K	0.0%	-87.0%
SYY	Sysco Corporation	38	$58.60	$72.70	$3K	0.0%	+24.1%
HRB	H&R Block, Inc.	66	$14.74	$36.36	$2K	0.0%	+146.7%
ABT	Abbott Laboratories	27	$130.00	$84.36	$2K	0.0%	-35.1%
CS CSTL	Castle Bioscience, Inc. Common Stock (U.S. Trust Holdings)	111	$72.17	$19.73	$2K	0.0%	-72.7%
PR PRGO	Perrigo Company plc Ordinary Shares	177	$45.15	$11.76	$2K	0.0%	-74.0%
BKNG	Booking Holdings Inc.	12	$3119.21	$166.19	$2K	0.0%	-94.7%
HOG	Harley-Davidson, Inc.	68	$20.16	$25.32	$2K	0.0%	+25.6%
NOC	Northrop Grumman Corp	3	$484.77	$548.48	$1K	0.0%	+13.1%
VN VNO	Vornado Realty Trust	46	$31.09	$32.02	$1K	0.0%	+3.0%
NWSA	News Corporation - Class A	48	$9.88	$26.91	$1K	0.0%	+172.4%
TD TDOC	Teladoc Health	170	$191.19	$7.28	$1K	0.0%	-96.2%
BKR	Baker Hughes a GE Co	19	$44.71	$63.71	$1K	0.0%	+42.5%
SR SRPT	Sarepta Therapeutics, Inc.	58	$138.50	$20.09	$1K	0.0%	-85.5%
DHI	D.R. Horton Inc	7	$138.45	$147.50	$1K	0.0%	+6.5%
AL ALGT	allegiant Travel Company	12	$151.26	$83.77	$1K	0.0%	-44.6%
CR CRNC	Cerence	92	$86.72	$9.93	$915	0.0%	-88.6%
AME	aMETEK, Inc.	4	$210.64	$232.75	$852	0.0%	+10.5%
WDFC	Wd-40 Company	4	$175.09	$209.23	$776	0.0%	+19.5%
BXP	Boston Properties, Inc.	9	$88.21	$59.43	$550	0.0%	-32.6%
HELE	Helen of Troy Limited	16	$146.50	$24.71	$389	0.0%	-83.1%
LEN	Lennar Corporation Class A	3	$115.97	$88.18	$284	0.0%	-24.0%
FR FRC	FIRST REPUBLIC baNK	75	$106.83	$3.51	$262	0.0%	-96.7%
L	Loews Corporation	2	$36.70	$104.59	$227	0.0%	+185.0%
ORCL	Oracle Corporation	1	$47.27	$195.86	$201	0.0%	+314.3%
SLB	Schlumberger Ltd	3	$33.05	$53.40	$173	0.0%	+61.6%
TAP	Molson Coors Beverage Company Class B Common Stock	4	$49.22	$42.61	$160	0.0%	-13.4%
INVH	Invitation Homes Inc	4	$27.05	$28.85	$102	0.0%	+6.7%
DLR	Digital Realty Trust, Inc.	1	$137.34	$195.38	$98	0.0%	+42.3%
BRO	Brown & Brown Inc	1	$79.93	$56.31	$49	0.0%	-29.6%
UBSI	United Bankshares, Inc.	0	$34.31	$43.52	$20	0.0%	+26.8%
ALB	albemarle Corporation	0	$64.29	$205.12	$3	0.0%	+219.1%

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 →