Transactions
72
Total transactions associated with this filer
Disclosed purchases
42
$15.0K – $225.0K
Average modeled return
+41.1%
24 modeled purchases
Average vs. S&P 500
+0.3%
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↑↓ |
|---|---|---|---|---|---|---|
| AMD | Advanced Micro Devices, Inc. - Common Stock | Jul 21, 2025 | Sep 18, 2026 | +256.6% | +22.8% | +233.8% |
| MRVL | Marvell Technology Inc | Jul 21, 2025 | Sep 21, 2026 | +248.7% | +24.6% | +224.1% |
| AMAT | Applied Materials, Inc. - Common Stock | Jul 21, 2025 | Sep 18, 2026 | +132.8% | +22.8% | +110.0% |
| VRT | Vertiv Holdings, LLC Class A Common Stock | Jul 21, 2025 | Sep 21, 2026 | +100.3% | +24.6% | +75.7% |
| GOOGL | Alphabet Inc. - Class A Common Stock | Jul 21, 2025 | Sep 18, 2026 | +84.5% | +22.8% | +61.7% |
| PWR | Quanta Services, Inc. Common Stock | Jul 21, 2025 | Sep 21, 2026 | +60.6% | +24.6% | +36.0% |
| XOM | Exxon Mobil Corp | Jul 21, 2025 | Sep 18, 2026 | +57.2% | +22.8% | +34.4% |
| NVDA | Nvidia Corp | Jul 21, 2025 | Sep 18, 2026 | +30.0% | +22.8% | +7.2% |
| BAC | Bank of America Corp | Jul 21, 2025 | Sep 18, 2026 | +24.9% | +22.8% | +2.1% |
| JPM | JP Morgan Chase & Company | Jul 21, 2025 | Sep 18, 2026 | +22.5% | +22.8% | -0.3% |
| KEX | Kirby Corp | Jul 21, 2025 | Sep 18, 2026 | +19.4% | +22.8% | -3.3% |
| LLY | Eli Lilly and Company | Dec 29, 2025 | Sep 18, 2026 | +7.4% | +11.6% | -4.2% |
| HON | Honeywell International Inc | Dec 29, 2025 | Sep 18, 2026 | +1.2% | +11.6% | -10.4% |
| VZ | Verizon Communications Inc | Mar 7, 2024 | Sep 21, 2026 | +42.6% | +55.0% | -12.5% |
| MSFT | Microsoft Corp | Jul 21, 2025 | Sep 18, 2026 | -2.2% | +22.8% | -25.0% |
| META | Meta Platforms Inc | Jul 21, 2025 | Sep 18, 2026 | -6.3% | +22.8% | -29.1% |
| LOW | Lowe's Companies, Inc. Common Stock | Jul 21, 2025 | Sep 18, 2026 | -10.6% | +22.8% | -33.4% |
| UBER | Uber Technologies Inc | Jul 21, 2025 | Sep 21, 2026 | -22.0% | +24.6% | -46.6% |
| PYPL | PayPal Holdings, Inc. - Common Stock | Jul 21, 2025 | Sep 18, 2026 | -29.2% | +22.8% | -52.0% |
| TMO | Thermo Fisher Scientific Inc. | Jun 24, 2021 | Sep 21, 2026 | +34.6% | +95.0% | -60.4% |
| NFLX | Netflix Inc | Jul 21, 2025 | Sep 18, 2026 | -41.8% | +22.8% | -64.6% |
| ONON | On Holding AG Class A Ordinary Shares | Jul 21, 2025 | Sep 21, 2026 | -47.9% | +24.6% | -72.5% |
| VZ | Verizon Communications Inc. | Aug 18, 2020 | Sep 21, 2026 | +15.8% | +148.5% | -132.6% |
| SLB | Schlumberger Limited | Nov 28, 2017 | Sep 21, 2026 | +6.8% | +237.5% | -230.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 72 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| META | Meta Platforms, Inc. - Class A Common Stock | Feb 13, 2026 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| ADSK | Autodesk, Inc. - Common Stock | Feb 13, 2026 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| MSFT | Microsoft Corporation - Common Stock | Feb 13, 2026 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| PYPL | PayPal Holdings, Inc. - Common Stock | Feb 13, 2026 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| LLY | Eli Lilly and Company Common Stock | Feb 13, 2026 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| BX | Blackstone Inc. Common Stock | Feb 13, 2026 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| NFLX | Netflix, Inc. - Common Stock | Feb 13, 2026 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| ONON | On Holding AG Class A Ordinary Shares | Feb 13, 2026 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| UBER | Uber Technologies, Inc. Common Stock | Feb 13, 2026 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| HON | Honeywell International Inc | Dec 29, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| LLY | Eli Lilly and Company | Dec 29, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CMCSA | Comcast Corp A | Dec 29, 2025 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. - Class A Common Stock | Jul 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ANET | Arista Networks Inc | Jul 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PYPL | PayPal Holdings, Inc. - Common Stock | Jul 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | Nvidia Corp | Jul 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ADSK | Autodesk Inc | Jul 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| XOM | Exxon Mobil Corp | Jul 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | Microsoft Corp | Jul 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PWR | Quanta Services, Inc. Common Stock | Jul 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MRVL | Marvell Technology Inc | Jul 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NFLX | Netflix Inc | Jul 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms Inc | Jul 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ONON | On Holding AG Class A Ordinary Shares | Jul 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMD | Advanced Micro Devices, Inc. - Common Stock | Jul 21, 2025 | 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.