house · trading 2019-04-17 → 2026-04-08
*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 |
|---|---|---|---|---|---|---|
| 2026-04-08 | PWR | SELL | $1K–$15K | $576.24 | $621.83 2026-08-27 | -7.9% exit |
| 2026-04-08 | NVDA | SELL | $1K–$15K | $182.08 | $227.98 2026-08-27 | -25.2% exit |
| 2026-04-08 | MSFT | SELL | $1K–$15K | $374.33 | $505.06 2026-08-27 | -34.9% exit |
| 2026-04-08 | MCK | SELL | $1K–$15K | $871.18 | $890.51 2026-08-27 | -2.2% exit |
| 2026-04-08 | LLY | SELL | $1K–$15K | $953.30 | $1176.10 2026-08-27 | -23.4% exit |
| 2026-04-08 | KLAC | SELL | $1K–$15K | $167.23 | $183.77 2026-08-27 | -9.9% exit |
| 2026-04-08 | JPM | SELL | $1K–$15K | $307.97 | $354.22 2026-08-27 | -15.0% exit |
| 2026-04-08 | GOOGL | SELL | $1K–$15K | $317.32 | $340.65 2026-08-27 | -7.3% exit |
| 2026-04-08 | ETN | SELL | $1K–$15K | $385.58 | $416.04 2026-08-27 | -7.9% exit |
| 2026-04-08 | AMP | SELL | $1K–$15K | $453.10 | $555.77 2026-08-27 | -22.7% exit |
| 2026-04-08 | AAPL | SELL | $1K–$15K | $258.90 | $314.58 2026-08-27 | -21.5% exit |
| 2019-07-09 | WM | SELL | $1K–$15K | $117.01 | $217.76 2026-08-27 | -86.1% exit |
| 2019-07-09 | UTX | SELL | $1K–$15K | — | — | — exit |
| 2019-07-09 | UNH | SELL | $1K–$15K | $246.00 | $395.05 2026-08-27 | -60.6% exit |
| 2019-07-09 | TSS | SELL | $1K–$15K | — | — | — exit |
| 2019-07-09 | TSCO | SELL | $1K–$15K | $22.02 | $34.70 2026-08-27 | -57.6% exit |
| 2019-07-09 | TMO | SELL | $1K–$15K | $296.90 | $630.70 2026-08-27 | -112.4% exit |
| 2019-07-09 | TJX | SELL | $1K–$15K | $54.79 | $134.22 2026-08-27 | -145.0% exit |
| 2019-07-09 | SYY | SELL | $1K–$15K | $71.49 | $82.45 2026-08-27 | +1.2% rt |
| 2019-07-09 | SBUX | SELL | $1K–$15K | $87.23 | $107.26 2026-08-27 | -23.0% exit |
| 2019-07-09 | ROP | SELL | $1K–$15K | $374.30 | $422.69 2026-08-27 | -12.9% exit |
| 2019-07-09 | ORLY | SELL | $1K–$15K | $25.68 | $87.83 2026-08-27 | -242.0% exit |
| 2019-07-09 | NTAP | SELL | $1K–$15K | $60.15 | $190.64 2026-08-27 | -216.9% exit |
| 2019-07-09 | MSFT | SELL | $1K–$15K | $136.46 | $505.06 2026-08-27 | -270.1% exit |
| 2019-07-09 | MMM | SELL | $1K–$15K | $138.55 | $178.83 2026-08-27 | -29.1% exit |
| 2019-07-09 | INTU | SELL | $1K–$15K | $270.68 | $348.00 2026-08-27 | -28.6% exit |
| 2019-07-09 | HD | SELL | $1K–$15K | $212.00 | $328.61 2026-08-27 | -55.0% exit |
| 2019-07-09 | FISV | SELL | $1K–$15K | $93.84 | $52.58 2026-08-27 | +44.0% exit |
| 2019-07-09 | FDX | SELL | $1K–$15K | $128.28 | $331.41 2026-08-27 | -158.4% exit |
| 2019-07-09 | ECL | SELL | $1K–$15K | $195.86 | $285.91 2026-08-27 | -46.0% exit |
| 2019-07-09 | DRI | SELL | $1K–$15K | $122.58 | $211.13 2026-08-27 | -72.2% exit |
| 2019-07-09 | DLTR | SELL | $1K–$15K | $111.49 | $127.00 2026-08-27 | -13.9% exit |
| 2019-07-09 | CTSH | SELL | $1K–$15K | $64.38 | $63.76 2026-08-27 | +1.0% exit |
| 2019-07-09 | COST | SELL | $1K–$15K | $269.97 | $934.66 2026-08-27 | -246.2% exit |
| 2019-07-09 | CERN | SELL | $1K–$15K | — | — | — exit |
| 2019-07-09 | CCL | SELL | $1K–$15K | $45.92 | $24.95 2026-08-27 | +45.7% exit |
| 2019-07-09 | CACI | SELL | $1K–$15K | $209.45 | $633.82 2026-08-27 | -202.6% exit |
| 2019-07-09 | BDX | SELL | $1K–$15K | $193.07 | $188.13 2026-08-27 | +2.6% exit |
| 2019-07-09 | ANTM | SELL | $1K–$15K | — | — | — exit |
| 2019-07-09 | ACN | SELL | $1K–$15K | $191.09 | $187.38 2026-08-27 | +1.9% exit |
| 2019-07-09 | ABT | SELL | $1K–$15K | $85.27 | $111.59 2026-08-27 | -30.9% exit |
| 2019-05-31 | WM | SELL | $1K–$15K | $109.35 | $217.76 2026-08-27 | -99.1% exit |
| 2019-05-31 | UTX | SELL | $1K–$15K | — | — | — exit |
| 2019-05-31 | TSS | SELL | $1K–$15K | — | — | — exit |
| 2019-05-31 | TSCO | SELL | $1K–$15K | $20.16 | $34.70 2026-08-27 | -72.2% exit |
| 2019-05-31 | TMO | SELL | $1K–$15K | $266.98 | $630.70 2026-08-27 | -136.2% exit |
| 2019-05-31 | SBUX | SELL | $1K–$15K | $76.06 | $107.26 2026-08-27 | -41.0% exit |
| 2019-05-31 | ROP | SELL | $1K–$15K | $343.92 | $422.69 2026-08-27 | -22.9% exit |
| 2019-05-31 | ORLY | SELL | $1K–$15K | $24.76 | $87.83 2026-08-27 | -254.8% exit |
| 2019-05-31 | MSFT | SELL | $1K–$15K | $123.68 | $505.06 2026-08-27 | -308.4% exit |
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 |
|---|---|
| David B. McKinley | 32 · SYY, WBA, ACN, CACI, CERN, COST |
| James B. Renacci | 28 · SYY, WBA, ACN, CERN, COST, CTSH |
| Alan Armstrong | 27 · ACN, COST, CTSH, DRI, FISV, INTU |
| Josh Gottheimer | 25 · COST, CTSH, DRI, ECL, FISV, INTU |
| K. Michael Conaway | 24 · ACN, CERN, COST, DRI, INTU, MSFT |
| Rohit Khanna | 22 · SYY, WBA, ACN, CTSH, DRI, INTU |
| Sheldon Whitehouse | 21 · WBA, ACN, CERN, COST, MSFT, SBUX |
| SUSAN M COLLINS | 21 · ECL, MSFT, ROP, SBUX, TMO, TSCO |
| Markwayne Mullin | 19 · ACN, COST, FISV, INTU, MSFT, SBUX |
| Kevin Hern | 18 · WBA, ACN, CERN, COST, CTSH, ECL |
| John A. Yarmuth | 18 · SYY, ACN, COST, ECL, MSFT, SBUX |
| Dean Phillips | 17 · WBA, ACN, CERN, CTSH, ROP, ABT |