house · trading 2014-03-07 → 2022-09-21
*Notional-weighted price return on disclosed buys from the last ~3 years, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2020-08-28 | MSFT | SELL | $1K–$15K | $228.91 | $505.06 2026-08-27 | -120.6% exit |
| 2020-08-28 | MA | SELL | $1K–$15K | $366.12 | $591.73 2026-08-27 | +33.0% rt |
| 2020-08-28 | INTU | SELL | $1K–$15K | $346.11 | $348.00 2026-08-27 | -0.6% exit |
| 2020-08-28 | HD | SELL | $1K–$15K | $286.29 | $328.61 2026-08-27 | +148.7% rt |
| 2020-08-28 | EL | SELL | $1K–$15K | $222.93 | $106.21 2026-08-27 | +17.2% rt |
| 2020-08-28 | ABT | SELL | $1K–$15K | $110.79 | $111.59 2026-08-27 | -0.7% exit |
| 2020-08-28 | AAPL | SELL | $15K–$50K | $124.81 | $314.58 2026-08-27 | -152.1% exit |
| 2020-08-25 | SYY | SELL | $1K–$15K | $58.20 | $82.45 2026-08-27 | -16.4% rt |
| 2020-08-25 | RTX | SELL | $15K–$50K | $60.95 | $212.08 2026-08-27 | -248.0% exit |
| 2020-08-25 | RPM | BUY | $15K–$50K | $85.75 | $105.70 2026-08-27 | +23.3% |
| 2020-08-25 | QCOM | BUY | $15K–$50K | $115.95 | $164.78 2026-08-27 | +42.1% |
| 2020-08-25 | ECL | SELL | $15K–$50K | $195.99 | $285.91 2026-08-27 | -45.9% exit |
| 2020-08-25 | BDX | SELL | $15K–$50K | $196.19 | $188.13 2026-08-27 | +53.1% rt |
| 2020-08-25 | ATVI | BUY | $15K–$50K | — | — | — |
| 2020-08-20 | RTX | SELL | $1K–$15K | $60.99 | $212.08 2026-08-27 | -247.7% exit |
| 2020-08-20 | RPM | BUY | $1K–$15K | $84.89 | $105.70 2026-08-27 | +24.5% |
| 2020-08-20 | QCOM | BUY | $1K–$15K | $110.66 | $164.78 2026-08-27 | +48.9% |
| 2020-08-20 | NFLX | BUY | $1K–$15K | $49.79 | $79.84 2026-08-27 | +60.4% |
| 2020-08-20 | KMX | BUY | $1K–$15K | $106.12 | $62.64 2026-08-27 | -41.0% |
| 2020-08-20 | ECL | SELL | $1K–$15K | $194.41 | $285.91 2026-08-27 | +14.7% rt |
| 2020-08-20 | BDX | SELL | $1K–$15K | $198.60 | $188.13 2026-08-27 | +56.0% rt |
| 2020-08-20 | ATVI | BUY | $1K–$15K | — | — | — |
| 2020-08-20 | ANTM | SELL | $1K–$15K | — | — | — exit |
| 2020-06-01 | TSCO | SELL | $1K–$15K | $24.53 | $34.70 2026-08-27 | +35.7% rt |
| 2020-06-01 | ROP | SELL | $1K–$15K | $387.77 | $422.69 2026-08-27 | +54.0% rt |
| 2020-06-01 | EL | SELL | $1K–$15K | $200.43 | $106.21 2026-08-27 | +5.6% rt |
| 2020-05-26 | MSFT | SELL | $1K–$15K | $181.57 | $505.06 2026-08-27 | -178.2% exit |
| 2020-05-26 | GPN | SELL | $1K–$15K | $177.43 | $92.74 2026-08-27 | +47.7% exit |
| 2020-03-23 | WM | BUY | $1K–$15K | $87.87 | $217.76 2026-08-27 | +147.8% |
| 2020-03-23 | UTX | BUY | $1K–$15K | — | — | — |
| 2020-03-23 | UNH | SELL | $15K–$50K | $194.86 | $395.05 2026-08-27 | +59.1% rt |
| 2020-03-23 | TMO | SELL | $15K–$50K | $255.30 | $630.70 2026-08-27 | +103.0% rt |
| 2020-03-23 | TJX | BUY | $15K–$50K | $36.76 | $134.22 2026-08-27 | +265.1% |
| 2020-03-23 | SYY | BUY | $15K–$50K | $36.27 | $82.45 2026-08-27 | +127.3% |
| 2020-03-23 | SPGI | BUY | $1K–$15K | $181.69 | $435.39 2026-08-27 | +139.6% |
| 2020-03-23 | SBUX | BUY | $1K–$15K | $56.55 | $107.26 2026-08-27 | +89.7% |
| 2020-03-23 | GOOGL | BUY | $15K–$50K | $52.71 | $340.65 2026-08-27 | +546.3% |
| 2020-03-23 | DLTR | SELL | $15K–$50K | $76.37 | $127.00 2026-08-27 | -66.3% exit |
| 2020-03-23 | COST | SELL | $1K–$15K | $285.53 | $934.66 2026-08-27 | +36.6% rt |
| 2020-03-23 | CACI | BUY | $15K–$50K | $180.83 | $633.82 2026-08-27 | +250.5% |
| 2020-03-23 | ANTM | BUY | $15K–$50K | — | — | — |
| 2020-03-23 | AAPL | SELL | $50K–$100K | $56.09 | $314.58 2026-08-27 | -15.7% rt |
| 2020-03-23 | AAN | SELL | $1K–$15K | — | — | — exit |
| 2020-03-09 | SPGI | BUY | $1K–$15K | $229.43 | $435.39 2026-08-27 | +89.8% |
| 2020-03-09 | MSFT | SELL | $1K–$15K | $150.62 | $505.06 2026-08-27 | -235.3% exit |
| 2020-03-09 | GPN | SELL | $1K–$15K | $164.75 | $92.74 2026-08-27 | +43.7% exit |
| 2020-03-09 | GOOGL | BUY | $1K–$15K | $60.79 | $340.65 2026-08-27 | +460.4% |
| 2020-03-09 | DRI | SELL | $1K–$15K | $77.43 | $211.13 2026-08-27 | -28.1% rt |
| 2020-03-09 | DLTR | SELL | $1K–$15K | $83.51 | $127.00 2026-08-27 | +25.3% rt |
| 2020-03-09 | COST | SELL | $1K–$15K | $301.98 | $934.66 2026-08-27 | +86.0% rt |
Return: buys are marked to the latest close (open); sells tagged rt are realized round-trips vs a prior disclosed buy; exit = timing (how the stock moved after the sale, seller's perspective).
| Member | Shared tickers |
|---|---|
| Alan Armstrong | 48 · AZO, COST, CTSH, DHR, DIS, FISV |
| James B. Renacci | 46 · CERN, COST, CTSH, DHR, DIS, ESRX |
| Rohit Khanna | 37 · CTSH, DHR, DIS, INTU, MMM, SBUX |
| Sheldon Whitehouse | 36 · CERN, COST, DHR, DIS, ESRX, MMM |
| SUSAN M COLLINS | 36 · DHR, DIS, ESRX, MMM, PX, SBUX |
| Josh Gottheimer | 35 · AZO, COST, CTSH, FISV, INTU, MMM |
| Shelley M Capito | 34 · CERN, COST, DHR, FDS, GWW, MMM |
| Thomas H Tuberville | 33 · DIS, FDS, INTU, MMM, ACN, AMGN |
| John A. Yarmuth | 33 · COST, DHR, DIS, MMM, PX, ROST |
| Elizabeth Fletcher | 32 · CERN, COST, CTSH, FISV, INTU, MMM |
| K. Michael Conaway | 29 · CERN, COST, DIS, ESRX, INTU, MMM |
| David P. Roe | 27 · COST, DHR, DIS, FISV, ORLY, SBUX |