Transactions
612
Total transactions associated with this filer
Disclosed purchases
353
$6.3M – $18.3M
Average modeled return
+303.6%
119 of 353 purchases modeled
Average vs. S&P 500
-30.9%
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
119 of 353 disclosed purchases have modeled returns for this period. 234 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MPWR | MONOLITHIC POWER SYSTEMS, INC. | Jan 13, 2014 | Nov 6, 2026 | +3935.9% | +400.8% | +3535.1% |
| FTNT | Fortinet, Inc. | Jan 13, 2014 | Nov 6, 2026 | +2925.5% | +400.8% | +2524.7% |
| PWR | QUANTA SERVICES, INC. | Jan 13, 2014 | Nov 6, 2026 | +1671.2% | +400.8% | +1270.4% |
| MELI | MERCADOLIBRE INC | Jan 13, 2014 | Nov 6, 2026 | +1523.2% | +400.8% | +1122.5% |
| EME | EMCOR Group, Inc. | Jan 13, 2014 | Nov 6, 2026 | +1389.5% | +400.8% | +988.8% |
| URI | UNITED RENTALS, INC. | Jan 13, 2014 | Nov 6, 2026 | +1322.5% | +400.8% | +921.8% |
| MTSI | MACOM Technology Solutions Holdings, Inc. | Jan 13, 2014 | Nov 6, 2026 | +1173.3% | +400.8% | +772.5% |
| ENTG | ENTEGRIS INC | Jan 13, 2014 | Nov 6, 2026 | +1122.6% | +400.8% | +721.8% |
| FICO | FAIR ISAAC CORP | Jan 13, 2014 | Nov 6, 2026 | +1087.4% | +400.8% | +686.7% |
| CASY | CASEYS GENERAL STORES INC | Jan 13, 2014 | Nov 6, 2026 | +1056.3% | +400.8% | +655.6% |
| AMAT | APPLIED MATERIALS INC /DE | Dec 7, 2017 | Nov 6, 2026 | +599.1% | +219.6% | +379.6% |
| WST | WEST PHARMACEUTICAL SERVICES INC | Jan 13, 2014 | Nov 6, 2026 | +760.9% | +400.8% | +360.1% |
| HCA | HCA Healthcare, Inc. | Aug 5, 2014 | Nov 6, 2026 | +701.4% | +369.5% | +331.9% |
| QLYS | QUALYS, INC. | Jan 13, 2014 | Nov 6, 2026 | +649.4% | +400.8% | +248.6% |
| MKSI | MKS INC | Jan 13, 2014 | Nov 6, 2026 | +632.3% | +400.8% | +231.5% |
| AIT | APPLIED IND TECH INC | Jan 13, 2014 | Nov 6, 2026 | +616.5% | +400.8% | +215.7% |
| CPRT | COPART INC | Jan 13, 2014 | Nov 6, 2026 | +614.0% | +400.8% | +213.2% |
| WTS | WATTS WATER TECHNOLOGIES INC | Jan 13, 2014 | Nov 6, 2026 | +572.8% | +400.8% | +172.1% |
| PGR | PROGRESSIVE CORP/OH/ | Apr 17, 2018 | Nov 6, 2026 | +364.3% | +209.5% | +154.8% |
| WMT | Walmart Inc. | Jan 8, 2018 | Nov 6, 2026 | +323.9% | +206.5% | +117.4% |
| TREX | TREX CO INC | Jan 13, 2014 | Nov 6, 2026 | +516.4% | +400.8% | +115.7% |
| JPM | JPMORGAN CHASE & CO | Oct 23, 2017 | Nov 6, 2026 | +327.2% | +229.5% | +97.6% |
| JPM | JPMORGAN CHASE & CO | Oct 23, 2017 | Nov 6, 2026 | +327.2% | +229.5% | +97.6% |
| STE | STERIS plc | Jan 13, 2014 | Nov 6, 2026 | +496.4% | +400.8% | +95.6% |
| CBZ | CBIZ, Inc. | Jan 13, 2014 | Oct 30, 2026 | +515.7% | +424.7% | +91.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 25 · 612 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Questek International, LLC | Jun 9, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Alliant Holdings, LP | Jan 24, 2025 | sale | $500.0K – $1.0M | Filing ↗ |
| — | Questek International, LLC | Jun 9, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Banner Fund V | Jun 27, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | BG One Scottsdale LLC | Apr 14, 2023 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | MZ Knoxville SFR, LLC | Apr 12, 2023 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | MZ Capital Mundelein, LLC [OI] | Sep 20, 2022 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | MZ Capital Mundelein, LLC [OI] | Sep 20, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| MFH | M Financial Holding (MFH), (Insurance, Portland, OR) | Sep 16, 2022 | sale | $50.0K – $100.0K | Filing ↗ |
| TRUP | TRUPANION, INC. | Dec 10, 2021 | exchange | $50.0K – $100.0K | Filing ↗ |
| TRUP | TRUPANION, INC. | Dec 10, 2021 | sale | $50.0K – $100.0K | Filing ↗ |
| TRUP | TRUPANION, INC. | Dec 7, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| TRUP | TRUPANION, INC. | Feb 8, 2021 | sale | $50.0K – $100.0K | Filing ↗ |
| TRUP | TRUPANION, INC. | Dec 17, 2020 | sale | $100.0K – $250.0K | Filing ↗ |
| TRUP | TRUPANION, INC. | Dec 17, 2020 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Alliant Holdings, LP | Dec 9, 2020 | sale | $500.0K – $1.0M | Filing ↗ |
| — | Alliant Holdings, LP [PS] | Dec 9, 2020 | sale | $500.0K – $1.0M | Filing ↗ |
| TRUP | TRUPANION, INC. | Aug 12, 2020 | sale | $250.0K – $500.0K | Filing ↗ |
| TRUP | TRUPANION, INC. | Aug 12, 2020 | sale | $250.0K – $500.0K | Filing ↗ |
| NFLX | NETFLIX INC | Nov 12, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| LIN | LINDE PLC | Jun 20, 2019 | sale | $100.0K – $250.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Jun 20, 2019 | sale | $250.0K – $500.0K | Filing ↗ |
| MA | Mastercard Inc | Jun 20, 2019 | sale | $500.0K – $1.0M | Filing ↗ |
| BABA | Alibaba Group Holding Ltd | Jun 20, 2019 | sale | $100.0K – $250.0K | Filing ↗ |
| DXCM | DEXCOM INC | Jun 20, 2019 | sale | $100.0K – $250.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075108 | 83 | 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