house · trading 2015-01-15 → 2020-12-22
*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 |
|---|---|---|---|---|---|---|
| 2020-12-22 | MSFT | BUY | $1K–$15K | $223.94 | $505.06 2026-08-27 | +125.5% |
| 2020-12-22 | MCO | BUY | $1K–$15K | $281.27 | $509.02 2026-08-27 | +81.0% |
| 2020-12-22 | MCD | BUY | $1K–$15K | $211.92 | $260.06 2026-08-27 | +22.7% |
| 2020-12-22 | LMT | BUY | $1K–$15K | $347.92 | $565.89 2026-08-27 | +62.6% |
| 2020-12-22 | LIN | BUY | $1K–$15K | $253.46 | $485.35 2026-08-27 | +91.5% |
| 2020-12-22 | JPM | BUY | $1K–$15K | $121.67 | $354.22 2026-08-27 | +191.1% |
| 2020-12-22 | CSCO | BUY | $1K–$15K | $44.69 | $112.15 2026-08-27 | +150.9% |
| 2020-12-09 | UPS | BUY | $1K–$15K | $169.18 | $105.68 2026-08-27 | -37.5% |
| 2020-12-09 | UNP | BUY | $1K–$15K | $205.88 | $307.67 2026-08-27 | +49.4% |
| 2020-12-09 | ROK | BUY | $1K–$15K | $251.28 | $433.00 2026-08-27 | +72.3% |
| 2020-12-09 | PG | BUY | $1K–$15K | $136.41 | $143.14 2026-08-27 | +4.9% |
| 2020-12-09 | NVS | BUY | $1K–$15K | $91.61 | $154.65 2026-08-27 | +68.8% |
| 2020-12-09 | LIN | BUY | $1K–$15K | $251.14 | $485.35 2026-08-27 | +93.3% |
| 2020-12-09 | JNJ | BUY | $1K–$15K | $153.10 | $265.77 2026-08-27 | +73.6% |
| 2020-12-09 | HD | BUY | $1K–$15K | $265.58 | $328.61 2026-08-27 | +23.7% |
| 2020-12-09 | DG | BUY | $1K–$15K | $208.98 | $125.89 2026-08-27 | -39.8% |
| 2020-12-09 | CVX | BUY | $1K–$15K | $90.44 | $199.77 2026-08-27 | +120.9% |
| 2020-12-09 | CHUBB | BUY | $1K–$15K | — | — | — |
| 2020-12-09 | AMGN | BUY | $1K–$15K | $229.85 | $436.99 2026-08-27 | +90.1% |
| 2020-11-30 | CSCO | BUY | $1K–$15K | $43.02 | $112.15 2026-08-27 | +160.7% |
| 2020-11-30 | CCOI | BUY | $1K–$15K | $58.14 | $9.67 2026-08-27 | -83.4% |
| 2020-11-27 | CVX | BUY | $1K–$15K | $91.31 | $199.77 2026-08-27 | +118.8% |
| 2020-11-27 | CSCO | BUY | $1K–$15K | $42.70 | $112.15 2026-08-27 | +162.7% |
| 2020-11-25 | PHI | BUY | $1K–$15K | $27.65 | $17.88 2026-08-27 | -35.3% |
| 2020-11-25 | MDT | BUY | $1K–$15K | $113.31 | $89.97 2026-08-27 | -20.6% |
| 2020-11-25 | HON | BUY | $1K–$15K | $205.29 | $220.39 2026-08-27 | +7.4% |
| 2020-11-25 | AMT | BUY | $1K–$15K | $233.00 | $174.16 2026-08-27 | -25.3% |
| 2020-11-20 | PH | BUY | $1K–$15K | $267.12 | $1011.20 2026-08-27 | +278.6% |
| 2020-11-20 | PFE | BUY | $1K–$15K | $36.70 | $28.02 2026-08-27 | -23.6% |
| 2020-11-20 | ACN | BUY | $1K–$15K | $243.44 | $187.38 2026-08-27 | -23.0% |
| 2020-11-19 | UPS | BUY | $1K–$15K | $166.48 | $105.68 2026-08-27 | -36.5% |
| 2020-11-19 | NYSE | BUY | $1K–$15K | — | — | — |
| 2020-11-19 | MSFT | BUY | $1K–$15K | $212.42 | $505.06 2026-08-27 | +137.8% |
| 2020-11-19 | MON | BUY | $1K–$15K | — | — | — |
| 2020-11-19 | MCD | BUY | $1K–$15K | $215.11 | $260.06 2026-08-27 | +20.9% |
| 2020-11-19 | KO | BUY | $1K–$15K | $53.13 | $89.06 2026-08-27 | +67.6% |
| 2020-11-19 | HON | BUY | $1K–$15K | $200.38 | $220.39 2026-08-27 | +10.0% |
| 2020-11-19 | CMCSA | BUY | $1K–$15K | $46.37 | $26.41 2026-08-27 | -43.0% |
| 2020-11-19 | BLK | BUY | $1K–$15K | $673.48 | $1167.57 2026-08-27 | +73.4% |
| 2020-11-18 | ADBE | BUY | $1K–$15K | $459.47 | $289.15 2026-08-27 | -37.1% |
| 2020-11-18 | ACN | BUY | $1K–$15K | $239.73 | $187.38 2026-08-27 | -21.8% |
| 2020-11-10 | FNF | BUY | $15K–$50K | $31.48 | $47.30 2026-08-27 | +50.3% |
| 2020-11-09 | V | BUY | $1K–$15K | $212.68 | $379.66 2026-08-27 | +78.5% |
| 2020-11-09 | NVO | BUY | $1K–$15K | $33.97 | $46.26 2026-08-27 | +36.2% |
| 2020-11-06 | CHUBB | BUY | $1K–$15K | — | — | — |
| 2020-11-03 | MCD | BUY | $1K–$15K | $216.80 | $260.06 2026-08-27 | +19.9% |
| 2020-11-02 | BMO | BUY | $1K–$15K | $60.11 | $172.13 2026-08-27 | +186.4% |
| 2020-11-02 | BBT | BUY | $1K–$15K | $13.19 | $31.54 2026-08-27 | +139.1% |
| 2020-11-02 | AXP | BUY | $1K–$15K | $93.40 | $334.16 2026-08-27 | +257.8% |
| 2020-11-01 | DDOG | BUY | $1K–$15K | $90.75 | $242.93 2026-08-27 | +167.7% |
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 | 87 · ADBE, COST, HD, HPQ, JNJ, JPM |
| James B. Renacci | 75 · ADBE, COST, HD, JNJ, JPM, V |
| SUSAN M COLLINS | 72 · HD, JNJ, JPM, HMC, MET, AAPL |
| Sheldon Whitehouse | 68 · COST, HD, HPQ, JNJ, JPM, V |
| Thomas H Tuberville | 65 · ADBE, HPQ, JNJ, JPM, V, ACN |
| Josh Gottheimer | 60 · ADBE, COST, HD, JNJ, JPM, V |
| K. Michael Conaway | 59 · COST, HD, JNJ, JPM, V, ACN |
| Rohit Khanna | 57 · ADBE, CNP, HD, JPM, V, ACN |
| John A. Yarmuth | 57 · COST, HD, JNJ, JPM, V, ACN |
| Kurt Schrader | 56 · ADBE, COST, HD, JNJ, JPM, V |
| Shelley M Capito | 55 · COST, JNJ, JPM, TD, V, ACN |
| Lois Frankel | 53 · JNJ, JPM, ACN, LMT, MET, UNP |