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 |
|---|---|---|---|---|---|---|
| 2020-05-06 | TMO | BUY | $1K–$15K | $335.15 | $630.70 2026-08-27 | +88.2% |
| 2020-05-06 | NVS | BUY | $1K–$15K | $85.35 | $154.65 2026-08-27 | +81.2% |
| 2020-05-06 | JNJ | BUY | $1K–$15K | $148.08 | $265.77 2026-08-27 | +79.5% |
| 2020-05-06 | CSCO | BUY | $1K–$15K | $41.15 | $112.15 2026-08-27 | +172.5% |
| 2020-05-06 | CHU | BUY | $1K–$15K | — | — | — |
| 2020-04-22 | TWTR | BUY | $1K–$15K | — | — | — |
| 2020-04-20 | ZM | BUY | $1K–$15K | $148.99 | $100.27 2026-08-27 | -32.7% |
| 2020-04-20 | VEEV | BUY | $1K–$15K | $184.40 | $282.13 2026-08-27 | +53.0% |
| 2020-04-20 | SPOT | BUY | $1K–$15K | $144.54 | $527.25 2026-08-27 | +264.8% |
| 2020-04-20 | SHOP | BUY | $1K–$15K | $62.99 | $154.33 2026-08-27 | +145.0% |
| 2020-04-20 | CARV | BUY | $1K–$15K | $1.95 | $1.65 2026-08-27 | -15.4% |
| 2020-04-13 | MDC | BUY | $1K–$15K | — | — | — |
| 2020-04-09 | SPGI | BUY | $1K–$15K | $268.26 | $435.39 2026-08-27 | +62.3% |
| 2020-04-08 | BB | BUY | $1K–$15K | $3.84 | $8.65 2026-08-27 | +125.3% |
| 2020-04-06 | LYB | BUY | $1K–$15K | $49.88 | $63.06 2026-08-27 | +26.4% |
| 2020-04-06 | HBI | BUY | $1K–$15K | — | — | — |
| 2020-04-06 | C | BUY | $1K–$15K | $41.12 | $132.68 2026-08-27 | +222.7% |
| 2020-04-03 | ABBV | BUY | $1K–$15K | $73.37 | $258.15 2026-08-27 | +251.8% |
| 2020-04-02 | ABV | BUY | $1K–$15K | $0.34 | $0.34 2015-03-24 | 0.0% |
| 2020-04-01 | JPM | BUY | $1K–$15K | $84.36 | $354.22 2026-08-27 | +319.9% |
| 2020-03-26 | WELL | BUY | $1K–$15K | $50.41 | $239.60 2026-08-27 | +375.3% |
| 2020-03-26 | MED | BUY | $1K–$15K | $69.57 | $12.16 2026-08-27 | -82.5% |
| 2020-03-26 | F | BUY | $1K–$15K | $5.25 | $13.95 2026-08-27 | +165.7% |
| 2020-03-25 | VZ | BUY | $1K–$15K | $49.94 | $49.43 2026-08-27 | -1.0% |
| 2020-03-24 | PNC | BUY | $1K–$15K | $90.18 | $243.51 2026-08-27 | +170.0% |
| 2020-03-23 | V | BUY | $1K–$15K | $135.74 | $379.66 2026-08-27 | +179.7% |
| 2020-03-23 | UNH | BUY | $1K–$15K | $194.86 | $395.05 2026-08-27 | +102.7% |
| 2020-03-23 | TMO | BUY | $1K–$15K | $255.30 | $630.70 2026-08-27 | +147.0% |
| 2020-03-23 | TJX | BUY | $1K–$15K | $36.76 | $134.22 2026-08-27 | +265.1% |
| 2020-03-23 | ROK | BUY | $1K–$15K | $120.68 | $433.00 2026-08-27 | +258.8% |
| 2020-03-23 | PH | BUY | $1K–$15K | $97.56 | $1011.20 2026-08-27 | +936.5% |
| 2020-03-23 | ORLY | BUY | $1K–$15K | $17.39 | $87.83 2026-08-27 | +404.9% |
| 2020-03-23 | MSFT | BUY | $1K–$15K | $135.98 | $505.06 2026-08-27 | +271.4% |
| 2020-03-23 | MDT | BUY | $1K–$15K | $72.92 | $89.97 2026-08-27 | +23.4% |
| 2020-03-23 | COST | BUY | $1K–$15K | $285.53 | $934.66 2026-08-27 | +227.3% |
| 2020-03-23 | AMZN | BUY | $1K–$15K | $95.14 | $256.26 2026-08-27 | +169.3% |
| 2020-03-23 | AMT | BUY | $1K–$15K | $179.09 | $174.16 2026-08-27 | -2.8% |
| 2020-03-23 | ADBE | BUY | $1K–$15K | $307.27 | $289.15 2026-08-27 | -5.9% |
| 2020-03-23 | ACN | BUY | $1K–$15K | $143.69 | $187.38 2026-08-27 | +30.4% |
| 2020-03-20 | VZ | BUY | $1K–$15K | $51.80 | $49.43 2026-08-27 | -4.6% |
| 2020-03-20 | TSCO | BUY | $1K–$15K | $15.18 | $34.70 2026-08-27 | +128.6% |
| 2020-03-20 | ROK | BUY | $1K–$15K | $126.79 | $433.00 2026-08-27 | +241.5% |
| 2020-03-20 | ORAN | BUY | $1K–$15K | — | — | — |
| 2020-03-20 | FNF | BUY | $1K–$15K | $20.56 | $47.30 2026-08-27 | +130.1% |
| 2020-03-20 | FISV | BUY | $1K–$15K | $81.77 | $52.58 2026-08-27 | -35.7% |
| 2020-03-20 | CROWN | BUY | $1K–$15K | — | — | — |
| 2020-03-20 | CINF | BUY | $1K–$15K | $75.03 | $172.52 2026-08-27 | +129.9% |
| 2020-03-20 | BX | BUY | $1K–$15K | $37.67 | $143.64 2026-08-27 | +281.3% |
| 2020-03-12 | NEX | BUY | $1K–$15K | — | — | — |
| 2020-03-12 | MSFT | BUY | $1K–$15K | $139.06 | $505.06 2026-08-27 | +263.2% |
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 |