Transactions
390
Total transactions associated with this filer
Disclosed purchases
194
$0 – $0
Average modeled return
+26.4%
154 modeled purchases
Average vs. S&P 500
-6.7%
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 | SP Micron Technology, Inc. - Common Stock (MU) | Oct 29, 2024 | Sep 21, 2026 | +865.9% | +35.9% | +830.0% |
| LRCX | SP Lam Research Corporation - Common Stock (LRCX) | Oct 29, 2024 | Sep 21, 2026 | +290.2% | +35.9% | +254.2% |
| KLAC | SP KLA Corporation - Common Stock (KLAC) | Oct 29, 2024 | Sep 18, 2026 | +158.1% | +33.9% | +124.1% |
| TSM | SP Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | May 6, 2025 | Sep 18, 2026 | +156.7% | +38.6% | +118.1% |
| ASML | SP ASML Holding N.V. - New York Registry Shares (ASML) | Dec 27, 2024 | Sep 18, 2026 | +138.8% | +30.5% | +108.3% |
| MRVL | SP Marvell Technology, Inc. - Common Stock (MRVL) | Feb 20, 2025 | Sep 21, 2026 | +134.8% | +29.1% | +105.7% |
| TSM | SP Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Oct 29, 2024 | Sep 18, 2026 | +126.2% | +33.9% | +92.2% |
| VRT | SP Vertiv Holdings, LLC Class A Common Stock (VRT) | Oct 29, 2024 | Sep 21, 2026 | +122.3% | +35.9% | +86.4% |
| KLAC | SP KLA Corporation - Common Stock (KLAC) | Jul 28, 2025 | Sep 18, 2026 | +93.2% | +21.2% | +72.0% |
| GOOGL | SP Alphabet Inc. - Class A Common Stock (GOOGL) | Jul 2, 2025 | Sep 18, 2026 | +96.4% | +24.4% | +71.9% |
| GOOGL | SP Alphabet Inc. - Class A Common Stock (GOOGL) | Jul 14, 2025 | Sep 18, 2026 | +93.2% | +23.6% | +69.6% |
| AVGO | SP Broadcom Inc. - Common Stock (AVGO) | Oct 29, 2024 | Sep 18, 2026 | +102.6% | +33.9% | +68.7% |
| PWR | SP Quanta Services, Inc. Common Stock (PWR) | Oct 29, 2024 | Sep 21, 2026 | +104.5% | +35.9% | +68.6% |
| PANW | SP Palo Alto Networks, Inc. (PANW) | Mar 13, 2025 | Sep 21, 2026 | +109.4% | +42.9% | +66.5% |
| JCI | SP Johnson Controls International plc Ordinary Share (JCI) | Oct 29, 2024 | Sep 21, 2026 | +92.4% | +35.9% | +56.5% |
| GILD | SP Gilead Sciences, Inc. - Common Stock (GILD) | Oct 29, 2024 | Sep 18, 2026 | +79.8% | +33.9% | +45.9% |
| JNJ | SP Johnson & Johnson Common Stock (JNJ) | Oct 29, 2024 | Sep 18, 2026 | +78.0% | +33.9% | +44.1% |
| IMO | SP Imperial Oil Limited Common Stock (IMO) | Oct 29, 2024 | Sep 21, 2026 | +78.8% | +35.9% | +42.9% |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Jun 6, 2025 | Sep 18, 2026 | +65.6% | +29.2% | +36.4% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Jan 14, 2025 | Sep 18, 2026 | +69.1% | +33.4% | +35.7% |
| CVS | SP CVS Health Corporation Common Stock (CVS) | Oct 29, 2024 | Sep 18, 2026 | +68.5% | +33.9% | +34.6% |
| ROST | SP Ross Stores, Inc. - Common Stock (ROST) | Oct 29, 2024 | Sep 21, 2026 | +69.9% | +35.9% | +34.0% |
| TMO | SP Thermo Fisher Scientific Inc Common Stock (TMO) | Jun 6, 2025 | Sep 18, 2026 | +63.0% | +29.2% | +33.7% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Jan 13, 2025 | Sep 18, 2026 | +67.3% | +33.6% | +33.7% |
| CF | SP CF Industries Holdings, Inc. Common Stock (CF) | Oct 29, 2024 | Sep 18, 2026 | +64.1% | +33.9% | +30.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 16 · 390 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CDNS | SP Cadence Design Systems, Inc. - Common Stock (CDNS) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CHRW | SP C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BSX | SP Boston Scientific Corporation Common Stock (BSX) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CCK | SP Crown Holdings, Inc. (CCK) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BF.B | SP Brown Forman Inc Class B Common Stock (BF.B) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRO | SP Brown & Brown, Inc. Common Stock (BRO) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | SP Berkshire Hathaway Inc. New Common Stock (BRK.B) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BK | SP The Bank of New York Mellon Corporation Common Stock (BK) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BLK | SP BlackRock, Inc. Common Stock (BLK) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CCI | SP Crown Castle Inc. Common Stock (CCI) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BA | SP Boeing Company (BA) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ARES | SP Ares Management Corporation Class A Common Stock (ARES) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Sep 23, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| BAC | SP Bank of America Corporation Common Stock (BAC) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| APO | SP Apollo Global Management, Inc. (APO) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AZN | SP AstraZeneca PLC - American Depositary Shares (AZN) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AZO | SP AutoZone, Inc. Common Stock (AZO) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ANET | SP Arista Networks, Inc. Common Stock (ANET) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | SP Amazon.com, Inc. - Common Stock (AMZN) | Sep 23, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| AVGO | SP Broadcom Inc. - Common Stock (AVGO) | Sep 23, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| BKNG | SP Booking Holdings Inc. - Common Stock (BKNG) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| APH | SP Amphenol Corporation Common Stock (APH) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AJG | SP Arthur J. Gallagher & Co. Common Stock (AJG) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| APP | SP Applovin Corporation - Class A Common Stock (APP) | Sep 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CI | SP The Cigna Group Common Stock (CI) | 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.