House
Francis Rooney
—
Transactions
1543
Total transactions associated with this filer
Disclosed purchases
770
$13.2M – $37.8M
Average modeled return
+161.0%
380 of 770 purchases modeled
Average vs. S&P 500
-59.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
12 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
380 of 770 disclosed purchases have modeled returns for this period. 390 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| LLY | ELI LILLY & Co | Jan 4, 2017 | Nov 6, 2026 | +2005.3% | +277.8% | +1727.6% |
| AVGO | Broadcom Inc. | May 16, 2019 | Nov 6, 2026 | +1088.3% | +185.1% | +903.2% |
| SHOP | SHOPIFY INC. | Apr 30, 2018 | Nov 6, 2026 | +1014.3% | +216.2% | +798.2% |
| AAPL | Apple Inc. | Feb 7, 2017 | Nov 6, 2026 | +1032.4% | +273.9% | +758.5% |
| GWW | W.W. GRAINGER, INC. | Sep 13, 2017 | Nov 6, 2026 | +866.7% | +239.0% | +627.7% |
| MSFT | MICROSOFT CORP | Feb 7, 2017 | Nov 6, 2026 | +835.7% | +273.9% | +561.9% |
| AAPL | Apple Inc. | Dec 29, 2017 | Nov 6, 2026 | +766.2% | +214.6% | +551.6% |
| AAPL | Apple Inc. | Dec 5, 2017 | Nov 6, 2026 | +764.1% | +220.7% | +543.5% |
| TRGP | Targa Resources Corp. | Mar 1, 2018 | Nov 6, 2026 | +690.8% | +213.6% | +477.1% |
| TRGP | Targa Resources Corp. | Feb 1, 2018 | Nov 6, 2026 | +632.4% | +198.2% | +434.2% |
| MCK | MCKESSON CORP | Apr 11, 2017 | Nov 6, 2026 | +684.3% | +262.6% | +421.8% |
| COST | COSTCO WHOLESALE CORP /NEW | Jul 7, 2017 | Nov 6, 2026 | +671.1% | +250.3% | +420.8% |
| COST | COSTCO WHOLESALE CORP /NEW | Oct 17, 2017 | Nov 6, 2026 | +647.9% | +230.3% | +417.6% |
| MCK | MCKESSON CORP | Jan 4, 2017 | Nov 6, 2026 | +668.9% | +277.8% | +391.1% |
| MSFT | MICROSOFT CORP | Dec 5, 2017 | Nov 6, 2026 | +611.6% | +220.7% | +390.9% |
| MSFT | MICROSOFT CORP | Dec 29, 2017 | Nov 6, 2026 | +578.7% | +214.6% | +364.1% |
| ABBV | AbbVie Inc. | Feb 7, 2017 | Nov 6, 2026 | +615.7% | +273.9% | +341.8% |
| AZO | AUTOZONE INC | Jul 7, 2017 | Nov 6, 2026 | +541.5% | +250.3% | +291.2% |
| LNG | Cheniere Energy, Inc. | Dec 4, 2017 | Nov 6, 2026 | +504.4% | +219.5% | +284.9% |
| LNG | Cheniere Energy, Inc. | Dec 4, 2017 | Nov 6, 2026 | +504.4% | +219.5% | +284.9% |
| FAST | FASTENAL CO | Sep 13, 2017 | Nov 6, 2026 | +513.5% | +239.0% | +274.5% |
| SU | SUNCOR ENERGY INC | Aug 12, 2020 | Nov 6, 2026 | +399.4% | +137.2% | +262.2% |
| TRGP | Targa Resources Corp. | Feb 3, 2017 | Nov 6, 2026 | +535.1% | +273.2% | +261.9% |
| VRTX | VERTEX PHARMACEUTICALS INC / MA | Feb 8, 2017 | Nov 6, 2026 | +523.7% | +273.4% | +250.3% |
| LNG | Cheniere Energy, Inc. | Mar 1, 2018 | Nov 6, 2026 | +463.1% | +213.6% | +249.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 62 · 1543 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Due from Energy Holdings, LLC | Dec 23, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Morgan Stanley - ALKEON GROWTH SER 2, 2.00 | Dec 16, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Goldman Sachs - MARYLAND ST GO 5% 08/01/28 FA | Dec 8, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Brown Advisory - Lynchburg VA Economic Dev Auth Hosp Rev-LOC BBT-VRDN Daily 0.1% DUE 01-01-2021 | Nov 23, 2020 | sale | $50.0K – $100.0K | Filing ↗ |
| — | Brown Advisory - NJ State GO 5% DUE 06-01-2028 | Nov 19, 2020 | purchase | $50.0K – $100.0K | Filing ↗ |
| LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Oct 30, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| GD | GENERAL DYNAMICS CORP | Oct 30, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| REYN | Reynolds Consumer Products Inc. | Oct 30, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| RTX | RTX Corp | Oct 30, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Brown Advisory - Greensboro NC Enterprise Sys 5% DUE 06-01-2029 | Oct 29, 2020 | sale | $50.0K – $100.0K | Filing ↗ |
| — | Brown Advisory - Charlotte NC Airport 5% DUE 07-01-2049 | Oct 28, 2020 | purchase | $50.0K – $100.0K | Filing ↗ |
| SU | SUNCOR ENERGY INC | Oct 26, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| — | BlackRock Long Term Private Capital, SCSp | Oct 14, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Property Investment in Washington, DC 3300 O Street N.W., Includes 1316 & 1818 33rd Street | Oct 13, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| — | 1831 Michael Faraday, LLC - property investment in 1831 Michael Faraday Drive, Reston, VA | Oct 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Brown Advisory - Eastport-South Manor NY Central School District GO 5% DUE 02-01-2024 | Sep 29, 2020 | purchase | $50.0K – $100.0K | Filing ↗ |
| KKR | KKR & Co. Inc. | Sep 28, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| BX | Blackstone Inc. | Sep 22, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| BDX | BECTON DICKINSON & CO | Sep 22, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| REYN | Reynolds Consumer Products Inc. | Sep 15, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| REYN | Reynolds Consumer Products Inc. | Sep 14, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Morgan Stanley - ALKEON GROWTH SER 2, 2.00 | Sep 11, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| REYN | Reynolds Consumer Products Inc. | Sep 11, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Sep 10, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| BX | Blackstone Inc. | Sep 10, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians