Transactions
393
Total transactions associated with this filer
Disclosed purchases
194
$222.2K – $3.0M
Average modeled return
+23.9%
190 of 194 purchases modeled
Average vs. S&P 500
-4.1%
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
190 of 194 disclosed purchases have modeled returns for this period. 4 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 | Oct 29, 2024 | Nov 6, 2026 | +541.2% | +29.3% | +511.9% |
| GEV | GE Vernova Inc. | Oct 29, 2024 | Nov 6, 2026 | +160.3% | +29.3% | +131.0% |
| LRCX | LAM RESEARCH CORP | Oct 29, 2024 | Nov 6, 2026 | +159.9% | +29.3% | +130.6% |
| APH | AMPHENOL CORP /DE/ | Oct 29, 2024 | Nov 6, 2026 | +119.8% | +29.3% | +90.5% |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | May 6, 2025 | Nov 6, 2026 | +121.7% | +33.8% | +88.0% |
| ASML | ASML HOLDING NV | Dec 27, 2024 | Nov 6, 2026 | +102.8% | +26.0% | +76.8% |
| KLAC | KLA CORP | Oct 29, 2024 | Nov 6, 2026 | +101.9% | +29.3% | +72.6% |
| GILD | GILEAD SCIENCES, INC. | Oct 29, 2024 | Nov 6, 2026 | +99.9% | +29.3% | +70.6% |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Oct 29, 2024 | Nov 6, 2026 | +95.3% | +29.3% | +66.0% |
| GE | GENERAL ELECTRIC CO | Oct 29, 2024 | Nov 6, 2026 | +87.9% | +29.3% | +58.6% |
| JNJ | JOHNSON & JOHNSON | Oct 29, 2024 | Nov 6, 2026 | +82.1% | +29.3% | +52.8% |
| JCI | Johnson Controls International plc | Oct 29, 2024 | Nov 6, 2026 | +79.0% | +29.3% | +49.7% |
| TMO | THERMO FISHER SCIENTIFIC INC. | Jun 6, 2025 | Nov 6, 2026 | +73.8% | +24.8% | +49.1% |
| IMO | IMPERIAL OIL LTD | Oct 29, 2024 | Nov 6, 2026 | +76.9% | +29.3% | +47.6% |
| CSCO | CISCO SYSTEMS, INC. | Oct 29, 2024 | Nov 6, 2026 | +76.1% | +29.3% | +46.8% |
| AAPL | Apple Inc. | Jun 6, 2025 | Nov 6, 2026 | +68.7% | +24.8% | +43.9% |
| PWR | QUANTA SERVICES, INC. | Oct 29, 2024 | Nov 6, 2026 | +72.9% | +29.3% | +43.6% |
| USFD | US Foods Holding Corp. | Oct 29, 2024 | Nov 6, 2026 | +72.5% | +29.3% | +43.2% |
| PANW | Palo Alto Networks Inc | Mar 13, 2025 | Nov 6, 2026 | +78.0% | +36.0% | +42.0% |
| ANET | Arista Networks, Inc. | Oct 29, 2024 | Nov 6, 2026 | +70.1% | +29.3% | +40.8% |
| DE | DEERE & CO | Oct 29, 2024 | Nov 6, 2026 | +69.7% | +29.3% | +40.3% |
| ROST | ROSS STORES, INC. | Oct 29, 2024 | Nov 6, 2026 | +69.5% | +29.3% | +40.2% |
| GOOGL | Alphabet Inc. | Jul 2, 2025 | Nov 6, 2026 | +60.0% | +20.1% | +39.9% |
| GOOGL | Alphabet Inc. | Oct 29, 2024 | Nov 6, 2026 | +69.0% | +29.3% | +39.7% |
| ANET | Arista Networks, Inc. | Jul 14, 2025 | Nov 6, 2026 | +57.6% | +19.3% | +38.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 16 · 393 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| SO | SOUTHERN CO | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| CRM | Salesforce, Inc. | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| SHEL | Shell plc | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| IMO | IMPERIAL OIL LTD | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| SPG | SIMON PROPERTY GROUP INC. | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| JPM | JPMORGAN CHASE & CO | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| KDP | Keurig Dr Pepper Inc. | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| SPGI | S&P Global Inc. | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| SN | SharkNinja, Inc. | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| KKR | KKR & Co. Inc. | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| ROST | ROSS STORES, INC. | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| RBLX | Roblox Corp | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| NTR | Nutrien Ltd. | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| PWR | QUANTA SERVICES, INC. | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| KR | KROGER CO | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| RRX | REGAL REXNORD CORP | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| KVUE | Kenvue Inc. | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| HLT | Hilton Worldwide Holdings Inc. | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| SAP | SAP SE | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| KLAC | KLA CORP | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| RSG | REPUBLIC SERVICES, INC. | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| SBUX | STARBUCKS CORP | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077015 | 33 | PARSED | 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