Ro Khanna Stock Portfolio

Simulatedⓘ

Democratic · House · CA

Ro Khanna'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

$34.8M

Unrealized P&L

$13.0M

+59.8%

Realized P&L

-$91K

Open Positions

556

Performance vs S&P 500

+1.8%

SPY +9.1%

α -7.3%

-2.2%

SPY +6.3%

α -8.5%

+4.9%

SPY +8.2%

α -3.3%

+15.4%

SPY +30.5%

α -15.1%

+62.4%

SPY +79.3%

α -16.8%

+58.6%

SPY +78.5%

α -19.9%

All

+62.9%

SPY +93.7%

α -30.9%

Head-to-head with S&P 500

Live Holdings556 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
META	Meta Platforms Inc	8,329	$42.39	$610.65	$5.1M	14.6%	+1340.4%
JPM	JP Morgan Chase & Co (Ritu 1985 Trust)	2,136	$170.83	$302.25	$646K	1.9%	+76.9%
SPY	SPDR S&P 500 ETF Trust	688	$393.83	$737.36	$508K	1.5%	+87.2%
CAT	Caterpillar Inc (Ritu 1985 Trust)	516	$268.55	$896.59	$462K	1.3%	+233.9%
AMZN	Amazon.com Inc	1,679	$145.38	$273.04	$458K	1.3%	+87.8%
GEV	GE VERNOVA INC	431	$224.78	$1039.58	$448K	1.3%	+362.5%
BNS	The Bank of Nova Scotia	4,767	$52.44	$77.50	$369K	1.1%	+47.8%
AMAT	Applied Materials Inc	833	$143.72	$433.37	$361K	1.0%	+201.5%
CM	Canadian Imperial Bank of Commerce	2,974	$61.36	$109.97	$327K	0.9%	+79.2%
APH	Amphenol Corp	2,398	$38.71	$128.58	$308K	0.9%	+232.2%
UNP	Union Pacific Corp	1,163	$206.99	$264.19	$307K	0.9%	+27.6%
WMT	Walmart Inc	2,315	$56.62	$130.58	$302K	0.9%	+130.6%
COST	Costco Wholesale Corp	281	$560.85	$1006.44	$283K	0.8%	+79.5%
ABBV	Abbvie Inc CMN (Ritu 1985 Trust)	1,325	$157.31	$200.98	$266K	0.8%	+27.8%
TD	The Toronto-Dominion Bank	2,379	$72.51	$107.35	$255K	0.7%	+48.0%
CSCO	Cisco Systems Inc	2,617	$49.75	$96.66	$253K	0.7%	+94.3%
NDAQ	Nasdaq Inc	2,773	$58.13	$88.77	$246K	0.7%	+52.7%
SSNC	SS&C Technologies Holdings Inc	3,558	$50.79	$68.72	$244K	0.7%	+35.3%
AVGO	Broadcom Inc	556	$159.81	$428.17	$238K	0.7%	+167.9%
PH	Parker-Hannifin Corp (2020 Irrev Trust FBO Grandchildren)	270	$349.88	$875.64	$237K	0.7%	+150.3%
MO MODG	Topgolf Callaway Brands Corp	15,687	$14.62	$14.68	$230K	0.7%	+0.4%
C	Citigroup Inc	1,729	$45.00	$126.09	$218K	0.6%	+180.2%
PM	Philip Morris International Inc	1,250	$119.04	$170.50	$213K	0.6%	+43.2%
VZ	Verizon Communications (Ritu 1985 Trust)	4,383	$37.64	$47.19	$207K	0.6%	+25.4%
WFC	WELLS FARGO CORP	2,721	$50.31	$75.95	$207K	0.6%	+51.0%
ANET	Arista Networks Inc	1,398	$40.75	$142.15	$199K	0.6%	+248.8%
MMC	Marsh & McLennan Companies Inc	1,083	$188.18	$182.70	$198K	0.6%	-2.9%
AMD	Advanced Micro Devices Inc	437	$113.23	$450.44	$197K	0.6%	+297.8%
ZBH	Zimmer Biomet Holdings Inc	2,271	$105.65	$82.53	$187K	0.5%	-21.9%
KO	Coca-Cola Company - Common	2,333	$58.32	$78.43	$183K	0.5%	+34.5%
WM	Waste Management Inc	840	$171.01	$215.88	$181K	0.5%	+26.2%
T	ATT Inc (2020 Irrev Trust FBO Grandchildren)	7,050	$17.19	$25.19	$178K	0.5%	+46.5%
LIN	Linde Plc CMN (2020 Irrev Trust FBO Grandchildren)	352	$429.19	$493.79	$174K	0.5%	+15.1%
BAC	Bank of America (Ritu 1985 Trust)	3,357	$37.11	$51.34	$172K	0.5%	+38.3%
MO	Altria Group Inc	2,518	$44.33	$68.26	$172K	0.5%	+54.0%
AAPL	Apple Inc	585	$214.29	$293.70	$172K	0.5%	+37.1%
SCHW	Charles Schwab (Ritu 1985 Trust)	1,910	$61.04	$88.61	$169K	0.5%	+45.1%
INTC	Intel Corp	1,317	$25.74	$124.90	$165K	0.5%	+385.1%
UBS	UBS Group AG	3,617	$27.87	$45.17	$163K	0.5%	+62.1%
BMY	Bristol-Myers Squibb Co	2,876	$51.81	$56.22	$162K	0.5%	+8.5%
PSX	Phillips 66	921	$116.74	$171.49	$158K	0.5%	+46.9%
ELAN	Elanco Animal Health Inc	6,659	$10.74	$23.27	$155K	0.5%	+116.8%
EW EWJ	iShares International Equity- ETFs iShares MSCI Japan ETF	1,659	$59.69	$92.28	$153K	0.4%	+54.6%
AMGN	Amgen Inc	460	$232.84	$330.65	$152K	0.4%	+42.0%
COF	Capital One Financial Corp	796	$120.06	$190.07	$151K	0.4%	+58.3%
TSM	Taiwan Semiconductor Manufacturing Co Ltd	362	$97.42	$409.23	$148K	0.4%	+320.1%
IBM	International Business Machines Corp	636	$151.62	$229.44	$146K	0.4%	+51.3%
CSX	CSX Corp	3,246	$29.99	$44.84	$146K	0.4%	+49.5%
PENN	Penn National Gaming Inc	8,682	$19.17	$16.73	$145K	0.4%	-12.7%
LRCX	Lam Research Corp	491	$74.33	$293.62	$144K	0.4%	+295.0%
TFC	Truist Financial Corp	2,898	$38.49	$49.29	$143K	0.4%	+28.1%
TSLA	Tesla Inc	334	$219.07	$424.98	$142K	0.4%	+94.0%
ISRG	Intuitive Surgical Inc	315	$341.06	$449.25	$142K	0.4%	+31.7%
STLD	Steel Dynamics Inc	601	$125.46	$235.44	$141K	0.4%	+87.7%
CVS	CVS Health Corp	1,538	$66.41	$90.56	$139K	0.4%	+36.4%
LLY	Eli Lilly and Co	142	$424.50	$950.18	$135K	0.4%	+123.8%
AXP	American Express Co	417	$162.02	$315.62	$132K	0.4%	+94.8%
AZN	Astrazeneca PLC	704	$68.86	$182.78	$129K	0.4%	+165.4%
DE	Deere & Company (Ritu 1985 Trust)	223	$390.05	$574.37	$128K	0.4%	+47.3%
ASML	ASML Holding NV	80	$629.16	$1586.15	$127K	0.4%	+152.1%
V	Visa Inc (Trade was for 2020 Trust for Khanna Children)	397	$265.93	$318.87	$127K	0.4%	+19.9%
HON	Honeywell Intl	592	$193.64	$213.17	$126K	0.4%	+10.1%
PNC	The PNC Financial Services Group Inc	578	$138.05	$217.46	$126K	0.4%	+57.5%
CB	Chubb Ltd	391	$206.04	$319.67	$125K	0.4%	+55.1%
ROST	Ross Stores Inc	546	$119.92	$226.07	$124K	0.3%	+88.5%
KKR	KKR & CO Inc (2020 Irrev Trust FBO Grandchildren)	1,202	$56.73	$102.46	$123K	0.3%	+80.6%
PRU	Prudential Financial Inc	1,223	$90.60	$100.49	$123K	0.3%	+10.9%
XYL	Xylem Inc	1,051	$101.27	$113.70	$120K	0.3%	+12.3%
MSFT	Microsoft Corp	288	$357.40	$414.28	$119K	0.3%	+15.9%
QCOM	QUALCOMM Inc	543	$118.06	$218.27	$119K	0.3%	+84.9%
ETN	Eaton Corp PLC	294	$201.58	$402.13	$118K	0.3%	+99.5%
HSBC	HSBC Holdings PLC	1,303	$37.13	$90.17	$118K	0.3%	+142.9%
TT	Trane Technologies PLC	252	$326.65	$466.74	$117K	0.3%	+42.9%
AEE	Ameren Corporation	1,055	$71.06	$109.32	$115K	0.3%	+53.8%
IWF	iShares Russell 1000 Growth ETF	934	$223.06	$123.48	$115K	0.3%	-44.6%
ING	ING Groep NV	3,816	$14.79	$30.14	$115K	0.3%	+103.8%
MS	Morgan Stanley	595	$128.35	$192.59	$115K	0.3%	+50.0%
JCI	Johnson Controls International PLC	818	$49.49	$139.73	$114K	0.3%	+182.4%
CI	Cigna Corp	393	$287.51	$287.72	$113K	0.3%	+0.1%
XEL	Xcel Energy Inc	1,401	$53.53	$79.55	$111K	0.3%	+48.6%
JNJ	Johnson & Johnson	497	$161.92	$221.51	$110K	0.3%	+36.8%
XOM	Exxon Mobil Corp	760	$109.18	$144.25	$110K	0.3%	+32.1%
AON	Aon PLC	347	$348.58	$312.25	$108K	0.3%	-10.4%
HLT	Hilton Worldwide Holdings Inc	338	$166.97	$317.81	$108K	0.3%	+90.3%
COHR	Coherent Corp	322	$49.75	$332.89	$107K	0.3%	+569.1%
EMR	Emerson Electric Co	752	$85.73	$140.92	$106K	0.3%	+64.4%
CL	Colgate-Palmolive Co	1,197	$78.80	$88.00	$105K	0.3%	+11.7%
GLW	Corning Inc	560	$31.31	$186.25	$104K	0.3%	+495.0%
EW EWA	iShares MSCI Australia ETF	3,502	$23.65	$29.57	$104K	0.3%	+25.0%
FTNT	Fortinet Inc	879	$67.48	$113.84	$100K	0.3%	+68.7%
HCA	HCA Healthcare Inc	228	$257.72	$433.94	$99K	0.3%	+68.4%
NVR	NVR Inc (2020 Irrev Trust FBO Grandchildren)	17	$4636.01	$5973.44	$99K	0.3%	+28.9%
NTRS	Northern Trust Corp	608	$71.94	$160.53	$98K	0.3%	+123.1%
ADI	Analog Devices Inc	234	$196.67	$416.56	$98K	0.3%	+111.8%
KEY	KeyCorp	4,467	$13.30	$21.66	$97K	0.3%	+62.9%
BXP	Boston Properties Inc	1,627	$52.16	$59.43	$97K	0.3%	+13.9%
PWR	Quanta Services Inc	130	$191.03	$745.04	$97K	0.3%	+290.0%
USB	U.S. Bancorp	1,727	$34.96	$55.53	$96K	0.3%	+58.8%
SMFG	Sumitomo Mitsui Financial Group Inc	4,460	$9.25	$21.44	$96K	0.3%	+131.9%
CMS	CMS Energy Corp	1,304	$63.63	$72.91	$95K	0.3%	+14.6%
UNH	Unitedhealth Group Inc	251	$322.22	$378.22	$95K	0.3%	+17.4%
ACN	Accenture PLC	506	$305.82	$180.51	$91K	0.3%	-41.0%
SBAC	SBA Communications Corp CMN	416	$228.62	$218.50	$91K	0.3%	-4.4%
TXN	Texas Instruments CMN (2020 Irrev Trust FBO Grandchildren)	308	$168.41	$289.10	$89K	0.3%	+71.7%
FE FE	FirstEnergy Corp	1,965	$38.17	$44.52	$87K	0.3%	+16.6%
APD	Air Products and Chemicals Inc	294	$267.41	$296.15	$87K	0.3%	+10.8%
MRK	Merck & Co (2020 Irrev Trust FBO Grandchildren)	770	$120.35	$111.39	$86K	0.3%	-7.4%
SHW	Sherwin Williams (Ritu 1985 Trust)	267	$270.94	$317.04	$85K	0.2%	+17.0%
BLK	Blackrock Inc	77	$788.29	$1083.61	$83K	0.2%	+37.5%
ITW	Illinois Tool Works Inc	326	$213.51	$254.72	$83K	0.2%	+19.3%
CCL	Carnival Corporation & PLC	3,105	$11.50	$26.41	$82K	0.2%	+129.6%
IR	Ingersoll Rand Inc	1,056	$87.54	$75.82	$80K	0.2%	-13.4%
ALL	The Allstate Corporation	375	$107.25	$213.10	$80K	0.2%	+98.7%
DIS	Walt Disney Company	737	$110.20	$107.75	$79K	0.2%	-2.2%
MCO	Moody's Corp.	174	$320.57	$451.73	$79K	0.2%	+40.9%
KEYS	Keysight Technologies Inc	218	$129.46	$359.33	$78K	0.2%	+177.6%
DECK	Deckers Outdoor Corp	773	$113.78	$100.77	$78K	0.2%	-11.4%
MET	Metlife Inc (Ritu 1985 Trust)	998	$60.82	$77.92	$78K	0.2%	+28.1%
CVX	Chevron Corp	421	$156.64	$181.15	$76K	0.2%	+15.7%
ELV	Elevance Health Inc	200	$400.45	$378.42	$76K	0.2%	-5.5%
NXPI	NXP Semiconductors NV	255	$198.27	$295.72	$75K	0.2%	+49.1%
FAST	Fastenal Co	1,678	$29.93	$44.16	$74K	0.2%	+47.5%
EQR	Equity Residential	1,119	$62.83	$65.52	$73K	0.2%	+4.3%
UBER	Uber Technologies Inc	965	$66.81	$75.28	$73K	0.2%	+12.7%
NEM	Newmont Corporation	622	$37.07	$116.77	$73K	0.2%	+215.0%
ROK	Rockwell Automation Inc	160	$313.75	$452.92	$72K	0.2%	+44.4%
PG	Procter & Gamble (2020 Irrev Trust FBO Grandchildren)	492	$156.96	$146.73	$72K	0.2%	-6.5%
HD	The Home Depot Inc	225	$359.83	$318.72	$72K	0.2%	-11.4%
URI	United Rentals Inc	76	$723.51	$937.12	$71K	0.2%	+29.5%
FERG	Ferguson PLC	292	$156.85	$241.47	$70K	0.2%	+53.9%
MLM	Martin Marietta Materials Inc	118	$456.39	$591.29	$70K	0.2%	+29.6%
SYY	Sysco Corporation	960	$75.93	$72.70	$70K	0.2%	-4.3%
DDOG	Datadog Inc	348	$121.04	$197.69	$69K	0.2%	+63.3%
VRTX	Vertex Pharmaceuticals Inc	161	$386.21	$427.50	$69K	0.2%	+10.7%
GOOGL	Alphabet Inc	170	$242.06	$400.54	$68K	0.2%	+65.5%
LOW	Lowe's Cos Inc	293	$216.16	$229.45	$67K	0.2%	+6.2%
NVS	Novartis AG	455	$89.01	$146.16	$67K	0.2%	+64.2%
LH	Laboratory Corp of America Holdings	257	$204.73	$254.29	$65K	0.2%	+24.2%
MTB	M&T Bank Corp	302	$154.66	$212.87	$64K	0.2%	+37.6%
IN INFN	Infinera Corp	9,575	$5.80	$6.64	$64K	0.2%	+14.5%
CDNS	Cadence Design Systems Inc	175	$275.16	$362.29	$63K	0.2%	+31.7%
DHI	D.R. Horton Inc	430	$107.79	$147.50	$63K	0.2%	+36.8%
CTAS	Cintas Corp	379	$128.60	$167.33	$63K	0.2%	+30.1%
ORCL	Oracle Corp	322	$104.73	$195.86	$63K	0.2%	+87.0%
GRMN	Garmin Ltd	261	$106.80	$241.55	$63K	0.2%	+126.2%
ATVI	Activision Blizzard Inc	667	$79.38	$94.42	$63K	0.2%	+18.9%
TMO	Thermo Fisher Scientific Inc	135	$492.79	$461.52	$62K	0.2%	-6.3%
CFG	Citizens Financial Group Inc	975	$32.83	$63.90	$62K	0.2%	+94.6%
PEP	Pepsico (Ritu 1985 Trust)	400	$144.55	$155.13	$62K	0.2%	+7.3%
ST STM	STMicroelectronics NV	1,049	$46.27	$59.02	$62K	0.2%	+27.6%
RRX	Regal Rexnord Corporation	286	$138.25	$215.94	$62K	0.2%	+56.2%
EXPE	Expedia Group Inc	263	$124.43	$231.63	$61K	0.2%	+86.2%
CRH	CRH PLC	537	$55.09	$113.53	$61K	0.2%	+106.1%
MHK	Mohawk Industries Inc	584	$105.88	$103.26	$60K	0.2%	-2.5%
EXR	Extra Space Storage Inc	417	$133.57	$143.69	$60K	0.2%	+7.6%
WBD	Warner Bros Discover Inc	2,199	$9.98	$27.14	$60K	0.2%	+172.0%
RIO	Rio Tinto Group	564	$71.87	$105.22	$59K	0.2%	+46.4%
NGG	National Grid PLC	675	$62.12	$87.15	$59K	0.2%	+40.3%
MA	Mastercard Inc	118	$483.53	$497.12	$59K	0.2%	+2.8%
TENB	TENABLE HOLDINGS INC	2,643	$30.26	$21.71	$57K	0.2%	-28.3%
PLD	Prologis Inc	392	$104.39	$144.37	$57K	0.2%	+38.3%
CCI	Crown Castle International Corp	619	$99.61	$91.09	$56K	0.2%	-8.6%
CMCSA	Comcast Corp CMN Class A Voting (2020 Irrev Trust FBO Grandchildren)	2,202	$37.06	$25.39	$56K	0.2%	-31.5%
CCEP	Coca-Cola Europacific Partners PLC	590	$55.07	$94.73	$56K	0.2%	+72.0%
TJX	The TJX Companies Inc	363	$92.93	$153.77	$56K	0.2%	+65.5%
TRV	The Travelers Companies Inc	184	$180.64	$298.65	$55K	0.2%	+65.3%
SHEL	Shell PLC	653	$62.04	$83.95	$55K	0.2%	+35.3%
HPE	Hewlett Packard Enterprise Co	1,751	$15.31	$31.13	$54K	0.2%	+103.3%
CB CBRE	CBRE Group, Inc.	370	$77.94	$147.03	$54K	0.2%	+88.7%
KMB	Kimberly Clark Corp CMN (2020 Irrev Trust FBO Grandchildren)	550	$127.54	$98.58	$54K	0.2%	-22.7%
SYK	Stryker Corp	188	$290.32	$286.16	$54K	0.1%	-1.4%
NVT	nVent Electric PLC	318	$102.20	$169.12	$54K	0.1%	+65.5%
ICE	Intercontinental Exchange Inc	344	$108.99	$156.09	$54K	0.1%	+43.2%
FDX	FedEx Corp	141	$226.16	$378.97	$54K	0.1%	+67.6%
PCAR	PACCAR Inc	469	$96.44	$114.26	$54K	0.1%	+18.5%
MDT	Medtronic Public Limited Co (Ritu 1985 Trust)	698	$81.32	$76.17	$53K	0.1%	-6.3%
CME	CME Group Inc	188	$198.76	$282.15	$53K	0.1%	+42.0%
ALB	Albemarle Corp (2020 Irrev Trust FBO Grandchildren)	252	$105.32	$205.12	$52K	0.1%	+94.8%
RCL	Royal Caribbean Group	188	$105.83	$275.62	$52K	0.1%	+160.4%
BAX	Baxter International Inc	2,890	$33.36	$17.89	$52K	0.1%	-46.4%
BSX	Boston Scientific Corp	946	$49.09	$53.74	$51K	0.1%	+9.5%
INVH	Invitation Homes Inc	1,746	$30.62	$28.85	$50K	0.1%	-5.8%
GWW	Grainger (W.W.) Inc	41	$714.47	$1240.58	$50K	0.1%	+73.6%
ZN ZNGA	Zyanga Inc CMN Class A	6,119	$9.23	$8.18	$50K	0.1%	-11.4%
GILD	Gilead Sciences Inc (Ritu 1985 Trust)	374	$70.59	$131.16	$49K	0.1%	+85.8%
IDXX	IDEXX Laboratories Inc	87	$431.75	$562.04	$49K	0.1%	+30.2%
DOV	Dover Corp	214	$148.34	$219.64	$47K	0.1%	+48.1%
CRM	salesforce.com Inc	259	$264.65	$181.48	$47K	0.1%	-31.4%
FFIV	F5 Inc	131	$161.28	$354.05	$47K	0.1%	+119.5%
XPO	XPO Logistics Inc	227	$35.27	$203.22	$46K	0.1%	+476.2%
FIS	Fidelity Information Services (Ritu 1985 Trust)	1,037	$64.84	$43.66	$45K	0.1%	-32.6%
COO	The Cooper Cos Inc	751	$70.23	$60.21	$45K	0.1%	-14.3%
CARR	CARRIER GLOBAL CORPORATION COM	674	$56.50	$66.86	$45K	0.1%	+18.3%
L	Loews Corp	424	$56.59	$104.59	$44K	0.1%	+84.8%
BP	BP PLC	1,022	$37.91	$43.27	$44K	0.1%	+14.2%
CMA	Comerica Incorporated	487	$49.23	$88.67	$43K	0.1%	+80.1%
SAP	SAP SE	249	$162.63	$173.15	$43K	0.1%	+6.5%
ABT	Abbot Laboratories (Ritu 1985 Trust)	509	$96.91	$84.36	$43K	0.1%	-12.9%
FDS	FactSet Research Systems Inc	190	$294.15	$223.96	$43K	0.1%	-23.9%
KDP	Keurig Dr Pepper Inc	1,468	$31.25	$29.02	$43K	0.1%	-7.1%
LNC	Lincoln National Corp	1,195	$23.96	$35.59	$43K	0.1%	+48.5%
SG SGEN	Seagen Inc	186	$129.04	$228.74	$43K	0.1%	+77.3%
F	Ford Motor Co	3,428	$11.47	$12.29	$42K	0.1%	+7.2%
TROW	T. Rowe Price Group Inc	397	$108.19	$105.36	$42K	0.1%	-2.6%
TA TAK	Takeda Pharmaceutical Co Ltd	2,536	$15.97	$16.50	$42K	0.1%	+3.3%
AIG	American International Group (Ritu 1985 Trust)	544	$65.41	$76.71	$42K	0.1%	+17.3%
UL	Unilever PLC	713	$57.23	$58.40	$42K	0.1%	+2.0%
DELL	Dell Technologies Inc	160	$37.35	$259.76	$41K	0.1%	+595.5%
BR	Broadridge Financial Solutions Inc	277	$154.15	$149.59	$41K	0.1%	-3.0%
RMD	Resmed Inc	199	$160.96	$206.73	$41K	0.1%	+28.4%
RY	ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX	224	$145.13	$181.64	$41K	0.1%	+25.2%
HBAN	Huntington Bancshares Inc	2,497	$14.28	$16.14	$40K	0.1%	+13.1%
ROP	Roper Technologies, INc.	117	$487.36	$343.49	$40K	0.1%	-29.5%
NCR	NCR Corp	1,477	$27.08	$27.08	$40K	0.1%	+0.0%
WRB	Berkley (W.R.) Corp	606	$39.62	$65.79	$40K	0.1%	+66.0%
ADP	Automatic Data Processing Inc	187	$237.87	$212.28	$40K	0.1%	-10.8%
STZ	Constellation Brands Inc	268	$232.74	$147.44	$40K	0.1%	-36.6%
DLR	Digital Realty Trust Inc	202	$110.24	$195.38	$39K	0.1%	+77.2%
ON	ON Semiconductor Corp	383	$74.02	$102.83	$39K	0.1%	+38.9%
TPR	Tapestry Inc	293	$27.33	$132.93	$39K	0.1%	+386.4%
CHRW	C.H. Robinson Worldwide Inc	226	$97.98	$171.12	$39K	0.1%	+74.6%
FLEX	Flex Ltd (1)	270	$29.62	$141.81	$38K	0.1%	+378.8%
RJ RJF	Raymond James Financial Inc	247	$93.08	$154.37	$38K	0.1%	+65.8%
EA	Electronic Arts Inc	189	$131.51	$200.62	$38K	0.1%	+52.5%
AXTA	Axalta Coating Systems (2020 Irrev Trust FBO Grandchildren)	1,304	$30.68	$29.13	$38K	0.1%	-5.1%
UAL	United Airlines Holdings Inc	382	$41.88	$99.23	$38K	0.1%	+136.9%
MTD	Mettler-Toledo International Inc	34	$1129.60	$1120.22	$38K	0.1%	-0.8%
MSI	Motorola Solutions Inc	98	$322.25	$381.93	$38K	0.1%	+18.5%
CTVA	Corteva Inc	462	$51.36	$81.23	$38K	0.1%	+58.2%
UPS	United Parcel Service Inc	364	$109.58	$100.65	$37K	0.1%	-8.2%
JBHT	J.B. Hunt Transport Services Inc	145	$158.56	$245.85	$36K	0.1%	+55.0%
PANW	Palo Alto Networks Inc	173	$176.93	$205.85	$36K	0.1%	+16.3%
NVDA	Nvidia Corp	165	$155.05	$215.28	$35K	0.1%	+38.9%
AFL	AFLAC Inc	306	$85.03	$113.19	$35K	0.1%	+33.1%
EQIX	EQUINIX, Inc.	32	$791.58	$1071.30	$35K	0.1%	+35.3%
A	Agilent Technologies Inc	300	$118.16	$114.95	$34K	0.1%	-2.7%
EL	Estee Lauder Co	397	$131.62	$85.56	$34K	0.1%	-35.0%
EQT	EQT Corp	605	$53.70	$56.10	$34K	0.1%	+4.5%
EQH	Equitable Holdings Inc	794	$50.37	$42.73	$34K	0.1%	-15.2%
HPQ	HP Inc	1,457	$27.18	$22.54	$33K	0.1%	-17.1%
RSG	Republic Services Inc	164	$146.90	$199.87	$33K	0.1%	+36.1%
BDX	Becton Dickinson and Co	219	$232.88	$149.25	$33K	0.1%	-35.9%
PHM	PulteGroup Inc	277	$57.76	$117.56	$33K	0.1%	+103.5%
ADBE	Adobe Inc	129	$413.09	$252.71	$33K	0.1%	-38.8%
WB WBK	Westpac Banking Corp	2,289	$14.20	$14.20	$33K	0.1%	+0.0%
KLAC	KLA Corp	17	$531.48	$1864.91	$32K	0.1%	+250.9%
DRI	Darden Restaurants Inc	165	$138.27	$196.82	$32K	0.1%	+42.4%
TTWO	Take-Two Interactive Software Inc	147	$132.83	$220.68	$32K	0.1%	+66.1%
NSC	Norfolk Southern Corp	102	$222.83	$313.06	$32K	0.1%	+40.5%
MGM	MGM Resorts International	822	$36.01	$38.82	$32K	0.1%	+7.8%
GPN	GLOBAL PAYMENTS Inc	452	$100.03	$69.34	$31K	0.1%	-30.7%
COR	Cencora Inc	119	$204.52	$261.93	$31K	0.1%	+28.1%
ANSS	ANSYS Inc	82	$335.40	$374.30	$31K	0.1%	+11.6%
SNPS	Synopsys Inc	60	$523.97	$515.48	$31K	0.1%	-1.6%
STE	Steris PLC	147	$218.35	$208.06	$30K	0.1%	-4.7%
AB ABMD	ABIOMED Inc	80	$277.51	$380.79	$30K	0.1%	+37.2%
FITB	Fifth Third Bancorp	612	$25.77	$49.58	$30K	0.1%	+92.4%
ADM	Arched Daniels Midland Co (2020 Irrev Trust FBO Grandchildren)	388	$58.76	$78.06	$30K	0.1%	+32.9%
HUM	Humana Inc (Ritu 1985 Trust)	111	$297.98	$273.01	$30K	0.1%	-8.4%
MAS	Masco Corporation	417	$62.71	$71.91	$30K	0.1%	+14.7%
ZTS	Zoetis Inc	361	$149.62	$82.23	$30K	0.1%	-45.0%
ODFL	Old Dominion Freight Line Inc	149	$186.33	$198.01	$29K	0.1%	+6.3%
SNY	Sanofi	679	$50.48	$43.17	$29K	0.1%	-14.5%
GPK	Graphic Packaging Holding Co	2,740	$21.58	$10.66	$29K	0.1%	-50.6%
LPLA	LPL Financial Holdings Inc	96	$166.62	$303.57	$29K	0.1%	+82.2%
PINS	Pinterest Inc	1,379	$33.84	$21.14	$29K	0.1%	-37.5%
ABB	ABB Ltd	777	$34.45	$37.13	$29K	0.1%	+7.8%
IQV	Iqvia Holdings Inc	161	$197.94	$178.81	$29K	0.1%	-9.7%
PPG	PPG Industries Inc	261	$130.41	$109.63	$29K	0.1%	-15.9%
PFE	Pfizer Inc (Ritu 1985 Trust)	1,110	$27.35	$25.70	$29K	0.1%	-6.0%
STT	State Street Corporation	190	$84.37	$149.85	$28K	0.1%	+77.6%
TEL	TE Connectivity Ltd	137	$128.21	$206.63	$28K	0.1%	+61.2%
MTCH	Match Group Inx	763	$42.29	$36.97	$28K	0.1%	-12.6%
CHTR	Charter Communications Class A (Ritu 1985 Trust)	181	$299.33	$155.41	$28K	0.1%	-48.1%
YUM	YUM BRANDS Inc	184	$130.64	$152.72	$28K	0.1%	+16.9%
CHD	Church & Dwight Co Inc	299	$91.65	$93.62	$28K	0.1%	+2.1%
NET	Cloudflare Inc	143	$50.37	$196.26	$28K	0.1%	+289.6%
FTV	Fortive Corp	458	$52.38	$60.58	$28K	0.1%	+15.7%
DASH	DoorDash Inc	169	$86.79	$163.73	$28K	0.1%	+88.7%
CPT	Camden Property Trust	265	$107.05	$103.94	$28K	0.1%	-2.9%
OTIS	Otis Worldwide Corp	367	$86.30	$74.88	$28K	0.1%	-13.2%
CRWD	CrowdStrike Holdings Inc	52	$289.31	$525.03	$27K	0.1%	+81.5%
SPOT	Spotify Technology S.A	66	$75.16	$417.42	$27K	0.1%	+455.4%
OKTA	OKTA Inc	328	$81.55	$83.58	$27K	0.1%	+2.5%
RVTY	Revvity Inc	269	$90.95	$101.79	$27K	0.1%	+11.9%
NTAP	NetApp Inc	232	$66.87	$117.83	$27K	0.1%	+76.2%
DD	DuPont De Nemours Inc	551	$29.04	$49.55	$27K	0.1%	+70.6%
SCCO	Southern Copper Corp	147	$54.57	$185.53	$27K	0.1%	+240.0%
MNST	Monster Beverage Corp	315	$59.51	$86.00	$27K	0.1%	+44.5%
GIS	General Mills Inc	766	$52.24	$34.78	$27K	0.1%	-33.4%
O	Realty Income Corp	429	$51.10	$61.86	$27K	0.1%	+21.1%
TDY	Teledyne Technologies Inc	43	$392.10	$622.16	$26K	0.1%	+58.7%
PLTR	Palantir Technologies Inc	190	$74.11	$137.31	$26K	0.1%	+85.3%
PSA	Public Storage CMN (2020 Irrev Trust FBO Grandchildren)	84	$263.82	$310.88	$26K	0.1%	+17.8%
REGN	Regeneron Pharmaceuticals Inc	36	$815.75	$712.51	$26K	0.1%	-12.7%
BBY	Best Buy Co Inc	436	$73.43	$59.20	$26K	0.1%	-19.4%
RELX	RELX PLC	765	$42.48	$33.60	$26K	0.1%	-20.9%
BK	The Bank of New York Mellon Corp	195	$82.11	$130.77	$25K	0.1%	+59.3%
KMX	CarMax Inc	617	$64.03	$40.28	$25K	0.1%	-37.1%
AJG	Arthur J. Gallagher & Co	124	$247.57	$198.28	$25K	0.1%	-19.9%
CMG	Chipolte Mexican Grill	755	$49.16	$32.40	$24K	0.1%	-34.1%
VMC	Vulcan Materials Co	85	$208.76	$284.20	$24K	0.1%	+36.1%
BIIB	Biogen Inc	126	$158.28	$192.46	$24K	0.1%	+21.6%
EFX	Equifax Inc	137	$209.92	$175.19	$24K	0.1%	-16.6%
AIZ	Assurant Inc	100	$159.47	$238.48	$24K	0.1%	+49.5%
IA IAC	IAC/InterActiveCorp	540	$54.05	$44.04	$24K	0.1%	-18.5%
CLX	The Clorox Co	250	$128.04	$92.33	$23K	0.1%	-27.9%
EX EXPD	Expeditors International of Washington Inc	146	$110.25	$156.68	$23K	0.1%	+42.1%
CNC	Centene Corp	403	$41.54	$56.27	$23K	0.1%	+35.5%
AZO	AutoZone Inc	6	$2507.11	$3503.33	$22K	0.1%	+39.7%
AME	AMETEK Inc	96	$167.53	$232.75	$22K	0.1%	+38.9%
CPRT	Copart Inc	652	$48.79	$33.92	$22K	0.1%	-30.5%
GEHC	GE HEALTHCARE TECHNOLOGI INC	349	$70.18	$63.23	$22K	0.1%	-9.9%
PODD	Insulet Corp	138	$173.68	$155.06	$21K	0.1%	-10.7%
APP	APPLOVIN CORPORATION CMN CLASS A	46	$712.36	$467.38	$21K	0.1%	-34.4%
ULTA	Ulta Beauty Inc	41	$416.60	$521.14	$21K	0.1%	+25.1%
WC WCN	Waste Connections Inc	139	$122.56	$152.48	$21K	0.1%	+24.4%
GE GEN	NortonLifeLock Inc	937	$17.07	$22.55	$21K	0.1%	+32.1%
MDLZ	Mondelez Intl co (Ritu 1985 Trust)	342	$71.68	$61.73	$21K	0.1%	-13.9%
TYL	Tyler Technologies Inc (Trade was for 2020 Trust for Khanna Children)	64	$402.93	$324.12	$21K	0.1%	-19.6%
NOW	ServiceNow Inc	224	$180.73	$90.88	$20K	0.1%	-49.7%
ESS	Essex Property Trust Inc	76	$207.33	$264.55	$20K	0.1%	+27.6%
IP	International Paper Co	609	$41.94	$32.89	$20K	0.1%	-21.6%
ALK	ALASKA AIR GROUP Inc	491	$32.57	$40.56	$20K	0.1%	+24.6%
BWA	BorgWarner Inc CMN (Ritu 1985 Trust)	324	$33.85	$61.05	$20K	0.1%	+80.4%
AVY	Avery Dennison Corp	120	$179.18	$163.65	$20K	0.1%	-8.7%
KIM	Kimco Realty Corp	834	$18.54	$23.54	$20K	0.1%	+27.0%
SWK	Stanley Black & Decker Inc	240	$81.01	$80.87	$19K	0.1%	-0.2%
DGX	Quest Diagnostics Inc	101	$144.15	$187.22	$19K	0.1%	+29.9%
VN VNO	Vornado Realty Trust (Trade was for 2020 Trust for Khanna Children)	589	$13.58	$32.02	$19K	0.1%	+135.8%
LUV	Southwest Airlines Co	459	$24.61	$41.00	$19K	0.1%	+66.6%
WELL	Welltower Inc	87	$117.07	$216.66	$19K	0.1%	+85.1%
SPG	Simon Property Group Inc	92	$132.23	$202.84	$19K	0.1%	+53.4%
PYPL	PayPal Holdings Inc	409	$62.20	$45.41	$19K	0.1%	-27.0%
NDSN	Nordson Corp	64	$249.67	$284.18	$18K	0.1%	+13.8%
ACGL	Arch Capital Group Ltd	193	$82.90	$93.91	$18K	0.1%	+13.3%
JBL	Jabil Inc	51	$126.90	$354.96	$18K	0.1%	+179.7%
PGR	The Progressive Corp	93	$174.84	$193.00	$18K	0.1%	+10.4%
EW	Edwards Lifesciences Corp	225	$67.71	$79.43	$18K	0.1%	+17.3%
ADSK	AUTODESK Inc	72	$244.99	$244.64	$18K	0.1%	-0.1%
DOW	Dow Inc	468	$33.52	$36.87	$17K	0.1%	+10.0%
ALGN	Align Technology Inc	102	$263.45	$168.89	$17K	0.1%	-35.9%
WAT	Waters Corp	48	$330.67	$353.49	$17K	0.1%	+6.9%
NEE	NextEra Energy Inc	182	$61.98	$93.14	$17K	0.1%	+50.3%
MRNA	Moderna Inc	313	$43.85	$54.10	$17K	0.1%	+23.4%
LEN	Lennar Corp	192	$112.45	$88.18	$17K	0.1%	-21.6%
ORLY	OReilly Automotive Inc (Ritu 1985 Trust)	180	$56.72	$93.31	$17K	0.1%	+64.5%
HAS	Hasbro Inc	172	$47.04	$97.79	$17K	0.1%	+107.9%
CF	CF Industries Holdings Inc	145	$66.89	$114.95	$17K	0.1%	+71.8%
AMCR	Amcor PLC	415	$43.05	$39.99	$17K	0.1%	-7.1%
EXC	Exelon Corp	377	$42.49	$44.08	$17K	0.1%	+3.7%
JLL	Jones Lang LaSalle Inc	49	$161.78	$329.93	$16K	0.1%	+103.9%
WR WRK	WestRock Company	310	$28.18	$51.51	$16K	0.1%	+82.8%
LI LII	Lennox International Inc	30	$262.75	$523.27	$16K	0.1%	+99.2%
LEA	Lear Corp	114	$125.39	$139.41	$16K	0.1%	+11.2%
EW EWBC	East West Bancorp Inc	129	$54.73	$122.94	$16K	0.1%	+124.6%
IVZ	Invesco Ltd	576	$13.88	$27.57	$16K	0.1%	+98.6%
LYV	Live Nation Entertainment Inc	97	$82.06	$162.67	$16K	0.1%	+98.2%
PARA	Paramount Global Inc	1,415	$11.30	$11.04	$16K	0.0%	-2.3%
LKQ	LKQ Corporation	536	$37.17	$28.94	$16K	0.0%	-22.1%
DG	Dollar General Corp	136	$87.21	$114.03	$16K	0.0%	+30.8%
CRL	Charles River Laboratories International Inc	86	$195.42	$179.86	$15K	0.0%	-8.0%
PAYC	Paycom Software Inc	112	$171.19	$136.46	$15K	0.0%	-20.3%
BLDR	Builders FirstSource Inc	195	$63.41	$77.83	$15K	0.0%	+22.8%
VICI	VICI Properties Inc	522	$30.67	$28.94	$15K	0.0%	-5.7%
NFLX	Netflix Inc	172	$53.12	$87.47	$15K	0.0%	+64.7%
HSY	The Hershey Co	81	$198.01	$186.19	$15K	0.0%	-6.0%
WB WBS	Webster Financial Corp	202	$39.64	$72.81	$15K	0.0%	+83.7%
WAL	Western Alliance Bancorporation	177	$75.82	$81.90	$15K	0.0%	+8.0%
VTRS	Viatris Inc	847	$12.04	$17.02	$14K	0.0%	+41.3%
APTV	Aptiv PLC	246	$81.43	$57.93	$14K	0.0%	-28.9%
CZR	Caesars Entertainment Inc	507	$32.33	$28.05	$14K	0.0%	-13.3%
IBKR	Interactive Brokers Group Inc	167	$13.57	$84.53	$14K	0.0%	+522.9%
TMUS	T-Mobile US Inc	72	$234.27	$193.73	$14K	0.0%	-17.3%
KVUE	KENVUE INC	794	$18.36	$17.62	$14K	0.0%	-4.0%
PEAK	Healthpeak Properties Inc	811	$18.31	$17.10	$14K	0.0%	-6.6%
CTSH	Cognizant Technology Solutions Corp (Ritu 1985 Trust)	267	$72.27	$51.61	$14K	0.0%	-28.6%
DAL	Delta Air Lines Inc	188	$48.77	$73.09	$14K	0.0%	+49.9%
CDW	CDW Corp	131	$170.17	$105.28	$14K	0.0%	-38.1%
BEN	Franklin Resources Inc	436	$21.34	$31.03	$14K	0.0%	+45.4%
LW	Lamb Weston Holdings Inc	321	$84.15	$42.17	$14K	0.0%	-49.9%
PF PFG	Principal Financial Group Inc	134	$71.47	$100.67	$14K	0.0%	+40.8%
FICO	Fair Isaac Corporation	12	$1327.04	$1115.91	$13K	0.0%	-15.9%
ABNB	Airbnb Inc	92	$123.56	$141.69	$13K	0.0%	+14.7%
DNB	The Dun & Bradstreet Corp	1,393	$11.48	$9.11	$13K	0.0%	-20.7%
LYB	LyondellBasell Industries NV	177	$86.52	$71.54	$13K	0.0%	-17.3%
TSCO	Tractor Supply Co	408	$39.17	$30.81	$13K	0.0%	-21.4%
MAR	Marriott International Inc	35	$228.59	$353.42	$12K	0.0%	+54.6%
FCX	Freeport-McMoRan Inc	200	$37.29	$61.52	$12K	0.0%	+65.0%
FWONA	Formula One Group - The Liberty Media Group	143	$55.75	$85.63	$12K	0.0%	+53.6%
FWONK	Formula One Group - The Liberty Media Group	131	$61.20	$93.83	$12K	0.0%	+53.3%
AKAM	AKAMAI TECHNOLOGIES Inc	82	$97.23	$148.19	$12K	0.0%	+52.4%
LULU	Lululemon Athletica Inc	92	$241.13	$131.50	$12K	0.0%	-45.5%
SUI	Sun Communities Inc	96	$141.73	$125.57	$12K	0.0%	-11.4%
DHR	Danaher Corp	71	$208.00	$171.48	$12K	0.0%	-17.6%
X	United States Steel Corp	220	$18.96	$54.84	$12K	0.0%	+189.2%
HUBB	Hubbell Inc	25	$325.69	$491.45	$12K	0.0%	+50.9%
PE PEN	Penumbra Inc	37	$141.11	$321.95	$12K	0.0%	+128.2%
INTU	Intuit Inc	30	$608.70	$395.10	$12K	0.0%	-35.1%
ROL	ROLLINS Inc	218	$36.62	$53.74	$12K	0.0%	+46.8%
SKX	Skechers U S A Inc	185	$37.86	$63.13	$12K	0.0%	+66.8%
LB LBTYK	Liberty Global PLC	992	$16.74	$11.79	$12K	0.0%	-29.6%
VEEV	Veeva Systems Inc	70	$164.60	$166.63	$12K	0.0%	+1.2%
MDB	MongoDB Inc	39	$279.52	$298.33	$12K	0.0%	+6.7%
NI	NiSource Inc	242	$33.06	$46.88	$11K	0.0%	+41.8%
MOH	Molina Healthcare Inc	60	$221.65	$187.72	$11K	0.0%	-15.3%
ZS ZS	Zscaler Inc	75	$155.75	$150.75	$11K	0.0%	-3.2%
BG	Bunge Ltd	88	$90.60	$125.07	$11K	0.0%	+38.0%
ETSY	Etsy Inc	171	$70.86	$64.33	$11K	0.0%	-9.2%
PKG	Packaging Corp Of America	48	$167.14	$224.17	$11K	0.0%	+34.1%
IFF	International Flavors & Fragrances Inc	131	$60.96	$81.18	$11K	0.0%	+33.2%
RCI	Rogers Communications Inc	289	$27.65	$36.72	$11K	0.0%	+32.8%
HST	Host Hotels & Resorts Inc	477	$16.76	$22.18	$11K	0.0%	+32.4%
VFC	V.F. Corp	553	$14.47	$19.04	$11K	0.0%	+31.6%
CINF	Cincinnati Financial Corp	65	$132.86	$161.76	$11K	0.0%	+21.8%
DKS	Dick's Sporting Goods Inc.	46	$75.27	$225.57	$10K	0.0%	+199.7%
CG	The Carlyle Group Inc	207	$36.74	$50.26	$10K	0.0%	+36.8%
SE SEE	Sealed Air Corp	245	$33.18	$42.15	$10K	0.0%	+27.0%
IRM	Iron Mountain Inc	80	$100.35	$129.41	$10K	0.0%	+29.0%
FIVE	Five Below Inc	46	$173.95	$223.46	$10K	0.0%	+28.5%
SLB	Schlumberger Ltd	192	$41.65	$53.40	$10K	0.0%	+28.2%
VMW	VMware Inc	72	$118.03	$142.48	$10K	0.0%	+20.7%
RN RNG	RingCentral Inc	225	$35.63	$45.34	$10K	0.0%	+27.3%
WTW	Willis Towers Watson PLC	40	$202.28	$256.52	$10K	0.0%	+26.8%
TR TRU	TransUnion	140	$58.74	$71.73	$10K	0.0%	+22.1%
ZION	Zions Bancorporation National Association	160	$26.73	$62.58	$10K	0.0%	+134.1%
RHI	Robert Half International Inc	374	$77.11	$26.63	$10K	0.0%	-65.5%
FNF	Fidelity National Financial Services	197	$40.61	$50.39	$10K	0.0%	+24.1%
RF	Regions Financial Corp	355	$22.55	$27.77	$10K	0.0%	+23.1%
AMP	Ameriprise Financial Inc	21	$377.99	$464.65	$10K	0.0%	+22.9%
OMC	Omnicom Group Inc	127	$72.80	$77.16	$10K	0.0%	+6.0%
TSN	Tyson Foods Inc	141	$51.52	$68.81	$10K	0.0%	+33.5%
BX	Blackstone Group Inc	77	$174.08	$123.69	$10K	0.0%	-28.9%
PNR	Pentair PLC	124	$64.34	$76.80	$10K	0.0%	+19.4%
GWRE	Guidewire Software Inc	69	$56.52	$137.69	$9K	0.0%	+143.6%
GMED	Globus Medical Inc	120	$66.00	$77.50	$9K	0.0%	+17.4%
ILMN	Illumina Inc	64	$107.87	$141.77	$9K	0.0%	+31.4%
TRMB	Trimble Inc	148	$45.82	$60.91	$9K	0.0%	+32.9%
U U	UNITY SOFTWARE INC	322	$32.11	$27.95	$9K	0.0%	-13.0%
WDAY	Workday Inc	71	$226.91	$126.92	$9K	0.0%	-44.1%
AAL	American Airlines Group Inc	668	$11.98	$13.29	$9K	0.0%	+10.9%
AV AVLR	Avalara Inc	94	$84.77	$93.48	$9K	0.0%	+10.3%
WST	West Pharmaceutical Services Inc	26	$302.03	$327.83	$9K	0.0%	+8.5%
ALLE	Allegion PLC	64	$107.86	$134.52	$9K	0.0%	+24.7%
MCHP	Microchip Technology Inc	87	$75.41	$99.31	$9K	0.0%	+31.7%
CT CTLT	Catalent Inc	135	$59.10	$63.48	$9K	0.0%	+7.4%
ATR	AptarGroup Inc	70	$114.10	$121.24	$9K	0.0%	+6.3%
ZBRA	Zebra Technologies Corp	37	$214.30	$226.48	$8K	0.0%	+5.7%
HSIC	HENRY SCHEIN Inc	116	$68.76	$70.72	$8K	0.0%	+2.9%
MSCI	MSCI Inc	14	$568.90	$581.95	$8K	0.0%	+2.3%
BF.B	BROWN FORMAN CORP CL CMN CLASS B	296	$27.07	$27.66	$8K	0.0%	+2.2%
WYNN	Wynn Resorts Ltd	80	$100.08	$102.14	$8K	0.0%	+2.1%
ARES	Ares Management Corp	63	$68.19	$126.85	$8K	0.0%	+86.0%
SQ	Block Inc	93	$86.38	$86.38	$8K	0.0%	+0.0%
FLT	FleetCor Technologies Inc	26	$303.26	$303.26	$8K	0.0%	+0.0%
RE	Everest Re Group Ltd	23	$351.28	$351.28	$8K	0.0%	+0.0%
IPG	The Interpublic Group of Cos Inc	324	$27.42	$24.57	$8K	0.0%	-10.4%
ELS	Equity LifeStyle Properties Inc	125	$64.11	$63.44	$8K	0.0%	-1.1%
IEX	IDEX Corp	36	$222.06	$216.31	$8K	0.0%	-2.6%
AVB	AvalonBay Communities Inc	42	$192.01	$184.53	$8K	0.0%	-3.9%
UHAL	Amerco	145	$55.19	$52.87	$8K	0.0%	-4.2%
BRK.B	BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B	16	$501.49	$476.82	$8K	0.0%	-4.9%
AD ADPT	ADAPTIVE BIOTECH CORP	545	$14.67	$13.78	$8K	0.0%	-6.1%
OC	Owens Corning	61	$130.69	$121.55	$7K	0.0%	-7.0%
NTTYY	Nippon Telegraph & Telephone Corp Ntt	301	$26.60	$24.39	$7K	0.0%	-8.3%
AMT	American Tower Corp	41	$196.47	$177.34	$7K	0.0%	-9.7%
LTHM	Livent Corp	436	$16.51	$16.51	$7K	0.0%	+0.0%
AL	Air Lease Corp	109	$44.49	$65.00	$7K	0.0%	+46.1%
SJM	The J M Smucker Company	70	$113.65	$99.45	$7K	0.0%	-12.5%
CPB	Campbell Soup Co	334	$32.39	$20.91	$7K	0.0%	-35.5%
ZM	Zoom Video Communications Inc	64	$90.68	$108.85	$7K	0.0%	+20.0%
PG PGRE	Paramount Group Inc	1,053	$7.60	$6.59	$7K	0.0%	-13.3%
ARE	Alexandria Real Estate Equities Inc	148	$99.50	$46.38	$7K	0.0%	-53.4%
FI	Fiserv Inc	108	$136.32	$63.80	$7K	0.0%	-53.2%
TFX	Teleflex Inc	51	$231.67	$133.76	$7K	0.0%	-42.3%
AOS	A. O. Smith Corp	111	$72.23	$59.08	$7K	0.0%	-18.2%
EX EXEL	Exelixis Inc	136	$16.67	$47.83	$7K	0.0%	+186.9%
TGT	Target Corp	52	$106.05	$125.07	$6K	0.0%	+17.9%
IOT	SAMSARA INC	219	$36.54	$29.50	$6K	0.0%	-19.3%
TU	TELUS Corp	499	$16.03	$12.71	$6K	0.0%	-20.7%
AVTR	Avantor Inc	764	$19.78	$8.29	$6K	0.0%	-58.1%
ALC	Alcon Inc	101	$79.59	$62.87	$6K	0.0%	-21.0%
CAG	Conagra Brands Inc	443	$18.04	$14.14	$6K	0.0%	-21.6%
BRO	Brown & Brown Inc	109	$90.41	$56.31	$6K	0.0%	-37.7%
MCK	McKesson Corp	8	$504.17	$735.14	$6K	0.0%	+45.8%
PAYX	Paychex Inc	62	$128.53	$93.73	$6K	0.0%	-27.1%
WY	Weyerhaeuser	246	$28.69	$23.68	$6K	0.0%	-17.4%
QR QRVO	Qorvo Inc	64	$105.25	$90.85	$6K	0.0%	-13.7%
SMCI	SUPER MICRO COMPUTER INC	166	$96.41	$34.85	$6K	0.0%	-63.9%
LBRDA	Liberty Broadband Corp	159	$87.86	$36.18	$6K	0.0%	-58.8%
EMN	Eastman Chemical Co	76	$88.71	$73.65	$6K	0.0%	-17.0%
VRSK	VERISK ANALYTICS Inc	32	$248.78	$171.97	$6K	0.0%	-30.9%
QS	QuantumScape Corp	728	$6.90	$7.45	$5K	0.0%	+8.0%
SI SITE	SiteOne Landscape Supply Inc	44	$181.82	$120.84	$5K	0.0%	-33.5%
CSGP	Costar Group, Inc.	162	$79.96	$32.77	$5K	0.0%	-59.0%
CH CHWY	Chewy Inc	226	$35.45	$22.82	$5K	0.0%	-35.6%
DXCM	DexCom Inc	84	$69.71	$60.53	$5K	0.0%	-13.2%
MU	Micron Technology Inc	7	$161.71	$741.87	$5K	0.0%	+358.8%
CE	Celanese Corp	88	$107.10	$56.70	$5K	0.0%	-47.0%
SBNY	Signature Bank	69	$115.79	$70.00	$5K	0.0%	-39.5%
MA MAT	Mattel Inc	307	$17.70	$15.40	$5K	0.0%	-13.0%
HOOD	ROBINHOOD MARKETS, INC. CMN	59	$136.72	$76.56	$4K	0.0%	-44.0%
GD GDXD	BANK OF MONTREAL LINKED TO S&P 500 INDEX	137	$238.00	$32.77	$4K	0.0%	-86.2%
RL	Ralph Lauren Corp	12	$211.47	$357.17	$4K	0.0%	+68.9%
TECH	Bio-Techne Corp	84	$67.15	$48.37	$4K	0.0%	-28.0%
IT	Gartner, INc	25	$243.13	$158.26	$4K	0.0%	-34.9%
FBIN	Fortune Brands Innovations Inc	104	$59.28	$37.31	$4K	0.0%	-37.1%
LBRDK	Liberty Broadband Corp	103	$77.62	$36.26	$4K	0.0%	-53.3%
PO POOL	Pool Corp	20	$409.46	$187.94	$4K	0.0%	-54.1%
MOS	The Mosaic Company	161	$35.76	$22.61	$4K	0.0%	-36.8%
TTD	The Trade Desk Inc	161	$49.64	$22.59	$4K	0.0%	-54.5%
MKTX	MarketAxess Holdings Inc	25	$282.85	$147.62	$4K	0.0%	-47.8%
TREX	Trex Co Inc	86	$93.35	$40.41	$3K	0.0%	-56.7%
UAA	Under Armour Inc	503	$15.90	$6.50	$3K	0.0%	-59.1%
KR	The Kroger Co	49	$46.24	$65.99	$3K	0.0%	+42.7%
UA	Under Armour Inc	497	$16.09	$6.30	$3K	0.0%	-60.8%
OGN	Organon & Co	215	$16.69	$13.31	$3K	0.0%	-20.3%
ENPH	Enphase Energy Inc	78	$103.04	$36.45	$3K	0.0%	-64.6%
NKE	Nike Inc	64	$82.25	$44.07	$3K	0.0%	-46.4%
HL HLF	Herbalife Nutrition Ltd	191	$41.98	$14.27	$3K	0.0%	-66.0%
SIRI	Sirius XM Holdings Inc	101	$57.80	$26.88	$3K	0.0%	-53.5%
WH WHR	Whirlpool Corp	58	$111.46	$44.96	$3K	0.0%	-59.7%
BKNG	Booking Holdings Inc	12	$3844.89	$166.19	$2K	0.0%	-95.7%
NV NVCR	NovoCure Ltd	101	$78.88	$18.04	$2K	0.0%	-77.1%
ZI ZI	ZoomInfo Technologies Inc	165	$49.21	$10.31	$2K	0.0%	-79.0%
MMM	3M Co	11	$77.18	$143.32	$2K	0.0%	+85.7%
CO COTY	Coty Inc	615	$6.31	$2.46	$2K	0.0%	-61.1%
GM	General Motors Company	19	$46.77	$78.68	$1K	0.0%	+68.2%
FB	Facebook Class A	31	$255.31	$44.27	$1K	0.0%	-82.7%
BRKR	Bruker Corporation	26	$59.10	$43.96	$1K	0.0%	-25.6%
PL PLTK	Playtika Holding Corp	304	$17.63	$3.64	$1K	0.0%	-79.3%
TAP	Molson Coors Beverage Company	25	$51.44	$42.61	$1K	0.0%	-17.2%
INCY	Incyte Corp	11	$57.48	$98.38	$1K	0.0%	+71.2%
FMC	FMC Corp	75	$53.20	$13.41	$1K	0.0%	-74.8%
CHE	Chemed Corp	2	$493.56	$424.53	$940	0.0%	-14.0%
AA AAP	Advance Auto Parts Inc	17	$117.41	$56.56	$940	0.0%	-51.8%
CDAY	Ceridian HCM Holding Inc	13	$69.52	$69.52	$912	0.0%	+0.0%
NUE	Nucor Corp	4	$128.77	$228.16	$843	0.0%	+77.2%
XRAY	DENTSPLY SIRONA Inc	67	$33.78	$11.03	$736	0.0%	-67.4%
CSL	Carlisle Cos Inc	2	$241.04	$359.51	$695	0.0%	+49.1%
BILL	Bill.com Holdings Inc	15	$116.13	$41.20	$603	0.0%	-64.5%
GNRC	Generac Holdings Inc	2	$102.10	$266.65	$561	0.0%	+161.2%
CC CC	The Chemours Co	24	$27.89	$23.13	$559	0.0%	-17.1%
RI RITM	New Residential Investment Corp	36	$8.02	$9.86	$354	0.0%	+22.9%
MAA	Mid-America Apartment Communities Inc	2	$152.32	$129.41	$269	0.0%	-15.0%
KR KRC	Kilroy Realty Corp	8	$29.26	$34.88	$269	0.0%	+19.2%
DOCU	DocuSign Inc	5	$56.51	$47.71	$236	0.0%	-15.6%
LC LCID	Lucid Group Inc	26	$79.30	$6.33	$162	0.0%	-92.0%
HH HHC	The Howard Hughes Corp	2	$73.17	$78.76	$128	0.0%	+7.6%
RE REXR	Rexford Industrial Realty Inc	3	$53.44	$36.36	$116	0.0%	-32.0%
HIW	Highwoods Properties Inc	4	$19.82	$25.45	$102	0.0%	+28.4%
GL GLOB	Globant SA	2	$182.39	$39.27	$85	0.0%	-78.5%
MPWR	Monolithic Power Systems Inc	0	$667.01	$1597.15	$67	0.0%	+139.4%
SP SPLK	Splunk Inc	0	$84.60	$156.90	$48	0.0%	+85.5%
QG QGEN	Qiagen NV	0	$50.89	$33.07	$10	0.0%	-35.0%
SG SGOV	ISHARES MONTH TREAS BOND ETF	0	$100.36	$100.48	$7	0.0%	+0.1%

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 →