House
Kurt Schrader
—
Transactions
1815
Total transactions associated with this filer
Disclosed purchases
993
$2.1M+
Average modeled return
+213.6%
617 of 993 purchases modeled
Average vs. S&P 500
-41.3%
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
617 of 993 disclosed purchases have modeled returns for this period. 376 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 19, 2017 | Nov 6, 2026 | +1947.2% | +278.9% | +1668.3% |
| AVGO | Broadcom Inc. | Jan 27, 2017 | Nov 6, 2026 | +1749.6% | +273.8% | +1475.8% |
| AAPL | Apple Inc. | Dec 31, 2015 | Nov 6, 2026 | +1346.5% | +328.9% | +1017.7% |
| LLY | ELI LILLY & Co | Oct 26, 2020 | Nov 6, 2026 | +917.0% | +134.9% | +782.1% |
| LLY | ELI LILLY & Co | Oct 2, 2020 | Nov 6, 2026 | +892.4% | +138.8% | +753.6% |
| LLY | ELI LILLY & Co | Sep 1, 2020 | Nov 6, 2026 | +878.3% | +127.0% | +751.3% |
| GOOGL | Alphabet Inc. | Jan 8, 2015 | Nov 6, 2026 | +1034.3% | +333.4% | +700.9% |
| URI | UNITED RENTALS, INC. | Mar 25, 2014 | Nov 6, 2026 | +1077.4% | +386.2% | +691.2% |
| MSFT | MICROSOFT CORP | Dec 31, 2015 | Nov 6, 2026 | +999.2% | +328.9% | +670.3% |
| URI | UNITED RENTALS, INC. | May 19, 2014 | Nov 6, 2026 | +1035.0% | +379.9% | +655.0% |
| GOOG | Alphabet Inc. | Oct 17, 2014 | Nov 6, 2026 | +1024.5% | +376.1% | +648.4% |
| NVDA | NVIDIA CORP | Feb 22, 2022 | Nov 6, 2026 | +701.4% | +82.4% | +619.0% |
| MSFT | MICROSOFT CORP | Feb 8, 2017 | Nov 6, 2026 | +837.1% | +273.4% | +563.7% |
| MSFT | MICROSOFT CORP | Dec 22, 2016 | Nov 6, 2026 | +834.0% | +279.8% | +554.2% |
| STX | Seagate Technology Holdings plc | Mar 4, 2021 | Nov 6, 2026 | +660.2% | +110.7% | +549.4% |
| VLO | VALERO ENERGY CORP/TX | Jan 9, 2014 | Nov 6, 2026 | +940.3% | +395.4% | +544.9% |
| GRMN | GARMIN LTD | May 12, 2016 | Nov 6, 2026 | +836.9% | +321.1% | +515.8% |
| GRMN | GARMIN LTD | May 17, 2016 | Nov 6, 2026 | +839.5% | +324.6% | +514.9% |
| MS | MORGAN STANLEY | May 13, 2016 | Nov 6, 2026 | +834.9% | +324.8% | +510.1% |
| GRMN | GARMIN LTD | May 23, 2016 | Nov 6, 2026 | +830.4% | +323.9% | +506.6% |
| NVDA | NVIDIA CORP | Dec 14, 2021 | Nov 6, 2026 | +561.5% | +69.7% | +491.8% |
| AVGO | Broadcom Inc. | Nov 8, 2022 | Nov 6, 2026 | +546.0% | +102.7% | +443.3% |
| GRMN | GARMIN LTD | May 12, 2015 | Nov 6, 2026 | +763.0% | +323.1% | +439.9% |
| GRMN | GARMIN LTD | Jun 26, 2015 | Nov 6, 2026 | +760.4% | +321.4% | +439.0% |
| GRMN | GARMIN LTD | May 13, 2015 | Nov 6, 2026 | +759.6% | +323.0% | +436.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 73 · 1815 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| VNQ | F IlINg s TaTus : New Vanguard REIT ETF | Dec 22, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| APH | AMPHENOL CORP /DE/ | Dec 12, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| ETN | Eaton Corp plc | Dec 9, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| TRU | TransUnion | Dec 9, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSCI | MSCI Inc. | Dec 6, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| SPY | SPDR S&P 500 ETF TRUST | Dec 6, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| ABC | AmerisourceBergen Corporation Common Stock | Dec 1, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| DHR | DANAHER CORP /DE/ | Dec 1, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Nov 25, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| ORCL | ORACLE CORP | Nov 23, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| ADBE | ADOBE INC. | Nov 23, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Nov 23, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| — | EXXON MOBIL | Nov 22, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| CTLT | Catalent, Inc. | Nov 21, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| SLB | SLB LIMITED/NV | Nov 15, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| COP | CONOCOPHILLIPS | Nov 15, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| PFG | PRINCIPAL FINANCIAL GROUP INC | Nov 11, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | CCM COMMUNITY IMPACT BOND FUND | Nov 8, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| — | TIAA CREF CORE IMPACT BOND FUND | Nov 8, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| VNQ | F IlINg s TaTus : New Vanguard REIT ETF | Nov 8, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| SPTL | SPDR BLOOMBERG | Nov 8, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| — | CALVERT SMALL CAP | Nov 8, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| KMI | KINDER MORGAN, INC. | Nov 8, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| STX | Seagate Technology Holdings plc | Nov 8, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| — | MFS VALUE FD | Nov 8, 2022 | 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