Transactions
274
Total transactions associated with this filer
Disclosed purchases
129
$157.1K – $2.0M
Average modeled return
+76.8%
123 of 129 purchases modeled
Average vs. S&P 500
+8.0%
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
123 of 129 disclosed purchases have modeled returns for this period. 6 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | Nov 10, 2023 | Nov 6, 2026 | +824.4% | +73.0% | +751.4% |
| CIEN | CIENA CORP | Nov 10, 2023 | Nov 6, 2026 | +451.5% | +73.0% | +378.5% |
| THC | TENET HEALTHCARE CORP | Nov 10, 2023 | Nov 6, 2026 | +426.7% | +73.0% | +353.7% |
| AMD | ADVANCED MICRO DEVICES INC | Nov 10, 2023 | Nov 6, 2026 | +278.6% | +73.0% | +205.6% |
| AVGO | Broadcom Inc. | Nov 10, 2023 | Nov 6, 2026 | +216.8% | +73.0% | +143.8% |
| CAH | CARDINAL HEALTH INC | Jun 3, 2024 | Nov 6, 2026 | +182.3% | +43.4% | +138.9% |
| VLO | VALERO ENERGY CORP/TX | Nov 10, 2023 | Nov 6, 2026 | +206.7% | +73.0% | +133.7% |
| LRCX | LAM RESEARCH CORP | Nov 10, 2023 | Nov 6, 2026 | +199.8% | +73.0% | +126.8% |
| CAH | CARDINAL HEALTH INC | May 2, 2024 | Nov 6, 2026 | +172.8% | +49.9% | +122.9% |
| NVDA | NVIDIA CORP | Feb 9, 2024 | Nov 6, 2026 | +159.5% | +51.5% | +108.0% |
| KLAC | KLA CORP | Nov 10, 2023 | Nov 6, 2026 | +165.5% | +73.0% | +92.4% |
| MS | MORGAN STANLEY | Nov 10, 2023 | Nov 6, 2026 | +160.9% | +73.0% | +87.8% |
| MRVL | Marvell Technology, Inc. | Nov 10, 2023 | Nov 6, 2026 | +160.7% | +73.0% | +87.6% |
| ETR | ENTERGY CORP /DE/ | Nov 10, 2023 | Nov 6, 2026 | +152.3% | +73.0% | +79.2% |
| PM | Philip Morris International Inc. | Nov 10, 2023 | Nov 6, 2026 | +149.5% | +73.0% | +76.4% |
| TKO | TKO Group Holdings, Inc. | Nov 10, 2023 | Nov 6, 2026 | +147.0% | +73.0% | +73.9% |
| JPM | JPMORGAN CHASE & CO | Nov 10, 2023 | Nov 6, 2026 | +143.4% | +73.0% | +70.4% |
| CAT | CATERPILLAR INC | Nov 10, 2023 | Nov 6, 2026 | +142.4% | +73.0% | +69.4% |
| WMT | Walmart Inc. | Nov 10, 2023 | Nov 6, 2026 | +133.8% | +73.0% | +60.8% |
| WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Feb 14, 2024 | Nov 6, 2026 | +112.8% | +52.3% | +60.5% |
| ABBV | AbbVie Inc. | Nov 10, 2023 | Nov 6, 2026 | +132.2% | +73.0% | +59.2% |
| NVDA | NVIDIA CORP | Mar 13, 2024 | Nov 6, 2026 | +105.9% | +47.2% | +58.8% |
| NVDA | NVIDIA CORP | Mar 26, 2024 | Nov 6, 2026 | +102.2% | +45.9% | +56.3% |
| FOXA | Fox Corp | Nov 10, 2023 | Nov 6, 2026 | +128.9% | +73.0% | +55.9% |
| AMAT | APPLIED MATERIALS INC /DE | Nov 10, 2023 | Nov 6, 2026 | +126.0% | +73.0% | +53.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 11 · 274 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Jun 12, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| AVTR | Avantor, Inc. | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| WMT | Walmart Inc. | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BAH | Booz Allen Hamilton Holding Corp | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BDX | BECTON DICKINSON & CO | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| MDLZ | Mondelez International, Inc. | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BX | Blackstone Inc. | Sep 4, 2024 | sale | $985.47 – $985.47 | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| VLO | VALERO ENERGY CORP/TX | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| DFS | Discover Financial Services | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| NEE | NEXTERA ENERGY INC | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| UNH | UNITEDHEALTH GROUP INC | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| UNP | UNION PACIFIC CORP | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| PLD | Prologis, Inc. | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| MS | MORGAN STANLEY | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BLK | BlackRock, Inc. | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| V | VISA INC. | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| HON | HONEYWELL INTERNATIONAL INC | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| SKX | SKECHERS U S A INC | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| AMAT | APPLIED MATERIALS INC /DE | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| DLTR | DOLLAR TREE, INC. | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| ZBRA | ZEBRA TECHNOLOGIES CORP | Sep 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| AVY | Avery Dennison Corp | 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. Read the modeling methodology · Review data sources and coverage · Explore other politicians