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 | $646.70 2026-07-13 | -12.2% exit |
| 2026-04-08 | NVDA | SELL | $1K–$15K | $182.08 | $203.53 2026-07-13 | -11.8% exit |
| 2026-04-08 | MSFT | SELL | $1K–$15K | $374.33 | $390.99 2026-07-13 | -4.5% exit |
| 2026-04-08 | MCK | SELL | $1K–$15K | $871.18 | $812.28 2026-07-13 | +6.8% exit |
| 2026-04-08 | LLY | SELL | $1K–$15K | $953.30 | $1181.87 2026-07-13 | -24.0% exit |
| 2026-04-08 | KLAC | SELL | $1K–$15K | $167.23 | $222.25 2026-07-13 | -32.9% exit |
| 2026-04-08 | JPM | SELL | $1K–$15K | $307.97 | $334.53 2026-07-13 | -8.6% exit |
| 2026-04-08 | GOOGL | SELL | $1K–$15K | $317.32 | $352.51 2026-07-13 | -11.1% exit |
| 2026-04-08 | ETN | SELL | $1K–$15K | $385.58 | $402.85 2026-07-13 | -4.5% exit |
| 2026-04-08 | AMP | SELL | $1K–$15K | $453.10 | $518.23 2026-07-13 | -14.4% exit |
| 2026-04-08 | AAPL | SELL | $1K–$15K | $258.90 | $317.31 2026-07-13 | -22.6% exit |
| 2019-07-09 | WM | SELL | $1K–$15K | $117.01 | $236.71 2026-07-13 | -102.3% exit |
| 2019-07-09 | UTX | SELL | $1K–$15K | — | — | — exit |
| 2019-07-09 | UNH | SELL | $1K–$15K | $246.00 | $429.09 2026-07-13 | -74.4% exit |
| 2019-07-09 | TSS | SELL | $1K–$15K | — | — | — exit |
| 2019-07-09 | TSCO | SELL | $1K–$15K | $22.02 | $30.24 2026-07-13 | -37.3% exit |
| 2019-07-09 | TMO | SELL | $1K–$15K | $296.90 | $528.51 2026-07-13 | -78.0% exit |
| 2019-07-09 | TJX | SELL | $1K–$15K | $54.79 | $150.53 2026-07-13 | -174.7% exit |
| 2019-07-09 | SYY | SELL | $1K–$15K | $71.49 | $83.46 2026-07-13 | +1.2% rt |
| 2019-07-09 | SBUX | SELL | $1K–$15K | $87.23 | $107.34 2026-07-13 | -23.1% exit |
| 2019-07-09 | ROP | SELL | $1K–$15K | $374.30 | $360.59 2026-07-13 | +3.7% exit |
| 2019-07-09 | ORLY | SELL | $1K–$15K | $25.68 | $87.28 2026-07-13 | -239.9% exit |
| 2019-07-09 | NTAP | SELL | $1K–$15K | $60.15 | $163.93 2026-07-13 | -172.5% exit |
| 2019-07-09 | MSFT | SELL | $1K–$15K | $136.46 | $390.99 2026-07-13 | -186.5% exit |
| 2019-07-09 | MMM | SELL | $1K–$15K | $138.55 | $157.70 2026-07-13 | -13.8% exit |
| 2019-07-09 | INTU | SELL | $1K–$15K | $270.68 | $289.76 2026-07-13 | -7.0% exit |
| 2019-07-09 | HD | SELL | $1K–$15K | $212.00 | $337.11 2026-07-13 | -59.0% exit |
| 2019-07-09 | FISV | SELL | $1K–$15K | $93.84 | $51.18 2026-07-13 | +45.5% exit |
| 2019-07-09 | FDX | SELL | $1K–$15K | $128.28 | $313.74 2026-07-13 | -144.6% exit |
| 2019-07-09 | ECL | SELL | $1K–$15K | $195.86 | $271.85 2026-07-13 | -38.8% exit |
| 2019-07-09 | DRI | SELL | $1K–$15K | $122.58 | $196.69 2026-07-13 | -60.5% exit |
| 2019-07-09 | DLTR | SELL | $1K–$15K | $111.49 | $126.38 2026-07-13 | -13.4% exit |
| 2019-07-09 | CTSH | SELL | $1K–$15K | $64.38 | $44.16 2026-07-13 | +31.4% exit |
| 2019-07-09 | COST | SELL | $1K–$15K | $269.97 | $926.43 2026-07-13 | -243.2% exit |
| 2019-07-09 | CERN | SELL | $1K–$15K | — | — | — exit |
| 2019-07-09 | CCL | SELL | $1K–$15K | $45.92 | $26.61 2026-07-13 | +42.0% exit |
| 2019-07-09 | CACI | SELL | $1K–$15K | $209.45 | $477.97 2026-07-13 | -128.2% exit |
| 2019-07-09 | BDX | SELL | $1K–$15K | $193.07 | $153.83 2026-07-13 | +20.3% exit |
| 2019-07-09 | ANTM | SELL | $1K–$15K | — | — | — exit |
| 2019-07-09 | ACN | SELL | $1K–$15K | $191.09 | $138.52 2026-07-13 | +27.5% exit |
| 2019-07-09 | ABT | SELL | $1K–$15K | $85.27 | $92.11 2026-07-13 | -8.0% exit |
| 2019-05-31 | WM | SELL | $1K–$15K | $109.35 | $236.71 2026-07-13 | -116.5% 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 | $30.24 2026-07-13 | -50.0% exit |
| 2019-05-31 | TMO | SELL | $1K–$15K | $266.98 | $528.51 2026-07-13 | -98.0% exit |
| 2019-05-31 | SBUX | SELL | $1K–$15K | $76.06 | $107.34 2026-07-13 | -41.1% exit |
| 2019-05-31 | ROP | SELL | $1K–$15K | $343.92 | $360.59 2026-07-13 | -4.8% exit |
| 2019-05-31 | ORLY | SELL | $1K–$15K | $24.76 | $87.28 2026-07-13 | -252.5% exit |
| 2019-05-31 | MSFT | SELL | $1K–$15K | $123.68 | $390.99 2026-07-13 | -216.1% 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 |
| 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 |
| Thomas H Tuberville | 16 · WBA, ACN, INTU, MSFT, TMO, TSCO |