Transactions
268
Total transactions associated with this filer
Disclosed purchases
129
$15.0K – $50.0K
Average modeled return
+85.7%
74 modeled purchases
Average vs. S&P 500
+9.5%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MU | F S : New S O : John A. James Children’s Trust Micron Technology, Inc. - Common Stock (MU) | Nov 10, 2023 | Sep 21, 2026 | +1292.6% | +81.9% | +1210.7% |
| THC | F S : New S O : John A. James Children’s Trust Tenet Healthcare Corporation Common Stock (THC) | Nov 10, 2023 | Sep 21, 2026 | +386.6% | +81.9% | +304.7% |
| MRVL | F S : New S O : John A. James Children’s Trust Marvell Technology, Inc. - Common Stock (MRVL) | Nov 10, 2023 | Sep 21, 2026 | +369.2% | +81.9% | +287.3% |
| VLO | F S : New S O : John A. James Children’s Trust Valero Energy Corporation Common Stock (VLO) | Nov 10, 2023 | Sep 21, 2026 | +257.1% | +81.9% | +175.2% |
| KLAC | F S : New S O : John A. James Children’s Trust KLA Corporation - Common Stock (KLAC) | Nov 10, 2023 | Sep 21, 2026 | +252.1% | +81.9% | +170.2% |
| NVDA | F S : New S O : John A. James Children’s Trust NVIDIA Corporation - Common Stock (NVDA) | Feb 9, 2024 | Sep 21, 2026 | +215.3% | +59.3% | +156.0% |
| MS | F S : New S O : John A. James Children’s Trust Morgan Stanley Common Stock (MS) | Nov 10, 2023 | Sep 21, 2026 | +196.0% | +81.9% | +114.1% |
| NVDA | F S : New S O : John A. James Children’s Trust NVIDIA Corporation - Common Stock (NVDA) | Mar 13, 2024 | Sep 21, 2026 | +150.2% | +54.7% | +95.5% |
| — | F S : New S O : John A. James Children’s Trust NVIDIA Corporation - Common Stock | Mar 26, 2024 | Sep 21, 2026 | +145.7% | +53.4% | +92.3% |
| JPM | F S : New S O : John A. James Children’s Trust JP Morgan Chase & Co. Common Stock (JPM) | Nov 10, 2023 | Sep 21, 2026 | +154.8% | +81.9% | +73.0% |
| TKO | F S : New S O : John A. James Children’s Trust TKO Group Holdings, Inc. Class A Common Stock (TKO) | Nov 10, 2023 | Sep 18, 2026 | +144.7% | +79.3% | +65.5% |
| PH | F S : New S O : John A. James Children’s Trust Parker-Hannifin Corporation Common Stock (PH) | Nov 10, 2023 | Sep 21, 2026 | +135.5% | +81.9% | +53.6% |
| ETR | F S : New S O : John A. James Children’s Trust Entergy Corporation Common Stock (ETR) | Nov 10, 2023 | Sep 18, 2026 | +132.8% | +79.3% | +53.5% |
| PM | F S : New S O : John A. James Children’s Trust Philip Morris International Inc Common Stock (PM) | Nov 10, 2023 | Sep 21, 2026 | +135.4% | +81.9% | +53.5% |
| WAB | F S : New S O : John A. James Children’s Trust Westinghouse Air Brake Technologies Corporation Common Stock (WAB) | Feb 14, 2024 | Sep 21, 2026 | +113.2% | +60.1% | +53.1% |
| WFC | F S : New S O : John A. James Children’s Trust Wells Fargo & Company Common Stock (WFC) | Nov 10, 2023 | Sep 21, 2026 | +125.7% | +81.9% | +43.8% |
| META | F S : New S O : John A. James Children’s Trust Meta Platforms, Inc. - Class A Common Stock (META) | Nov 10, 2023 | Sep 21, 2026 | +125.4% | +81.9% | +43.5% |
| PNC | F S : New S O : John A. James Children’s Trust PNC Financial Services Group, Inc. (PNC) | Nov 10, 2023 | Sep 21, 2026 | +114.1% | +81.9% | +32.2% |
| WMT | F S : New S O : John A. James Children’s Trust Walmart Inc. Common Stock (WMT) | Nov 10, 2023 | Sep 21, 2026 | +100.2% | +81.9% | +18.3% |
| JNJ | F S : New S O : John A. James Children’s Trust Johnson & Johnson Common Stock (JNJ) | Nov 10, 2023 | Sep 21, 2026 | +100.1% | +81.9% | +18.2% |
| AVTR | F S : New S O : John A. James Children’s Trust Avantor, Inc. Common Stock (AVTR) | Nov 10, 2023 | Mar 25, 2024 | +34.9% | +18.8% | +16.1% |
| TXN | F S : New S O : John A. James Children’s Trust Texas Instruments Incorporated - Common Stock (TXN) | Nov 10, 2023 | Sep 21, 2026 | +97.4% | +81.9% | +15.5% |
| TT | F S : New S O : John A. James Children’s Trust Trane Technologies plc (TT) | Nov 10, 2023 | Sep 21, 2026 | +97.0% | +81.9% | +15.1% |
| ROST | F S : New S O : John A. James Children’s Trust Ross Stores, Inc. - Common Stock (ROST) | Nov 10, 2023 | Sep 21, 2026 | +93.4% | +81.9% | +11.5% |
| T | F S : New S O : John A. James Children’s Trust AT&T Inc. (T) | Nov 10, 2023 | Sep 21, 2026 | +88.6% | +81.9% | +6.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 11 · 268 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SPCX | SP Space Exploration Technologies Corp. (SPCX) | Jun 12, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| BP | F S : New S O : John A. James Children’s Trust BP p.l.c. Common Stock (BP) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AEP | F S : New S O : John A. James Children’s Trust American Electric Power Company, Inc. (AEP) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BDX | F S : New S O : John A. James Children’s Trust Becton, Dickinson and Company Common Stock (BDX) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BAH | F S : New S O : John A. James Children’s Trust Blackstone Inc. Common Stock (BX) [ST] S 09/04/2024 09/05/2024 $985.47 F S : New S O : John A. James Children’s Trust Booz Allen Hamilton Holding Corporation Common Stock (BAH) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AVY | F S : New S O : John A. James Children’s Trust Avery Dennison Corporation Common Stock (AVY) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AVGO | F S : New S O : John A. James Children’s Trust Broadcom Inc. - Common Stock (AVGO) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AVTR | F S : New S O : John A. James Children’s Trust Avantor, Inc. Common Stock (AVTR) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMAT | F S : New S O : John A. James Children’s Trust Applied Materials, Inc. - Common Stock (AMAT) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BAC | F S : New S O : John A. James Children’s Trust Bank of America Corporation Common Stock (BAC) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADP | F S : New S O : John A. James Children’s Trust Automatic Data Processing, Inc. - Common Stock (ADP) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMD | F S : New S O : John A. James Children’s Trust Advanced Micro Devices, Inc. (AMD) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | F S : New S O : John A. James Children’s Trust Apple Inc. - Common Stock (AAPL) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| APD | F S : New S O : John A. James Children’s Trust Air Products and Chemicals, Inc. Common Stock (APD) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BK | F S : New S O : John A. James Children’s Trust The Bank of New York Mellon Corporation Common Stock (BK) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : New S O : John A. James Children’s Trust Amazon.com, Inc. - Common Stock (AMZN) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AEE | F S : New S O : John A. James Children’s Trust Ameren Corporation Common Stock (AEE) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| APTV | F S : New S O : John A. James Children’s Trust Aptiv PLC Ordinary Shares (APTV) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABT | Abbott Laboratories Common Stock (ABT) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADI | F S : New S O : John A. James Children’s Trust Analog Devices, Inc. - Common Stock (ADI) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BLK | F S : New S O : John A. James Children’s Trust BlackRock, Inc. Common Stock (BLK) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AVB | F S : New S O : John A. James Children’s Trust AvalonBay Communities, Inc. Common Stock (AVB) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| ACN | F S : New S O : John A. James Children’s Trust Accenture plc Class A Ordinary Shares (ACN) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | F S : New S O : John A. James Children’s Trust AbbVie Inc. Common Stock (ABBV) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | F S : New S O : John A. James Children’s Trust Berkshire Hathaway Inc. New Common Stock (BRK.B) | Sep 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076053 | 31 | PARTIAL | Filing ↗ |
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.