house · trading 2020-10-01 → 2025-12-31
*Notional-weighted price return on disclosed buys, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2025-12-31 | SNPS | BUY | $1K–$15K | $469.72 | $454.34 2026-06-26 | -3.3% |
| 2025-12-31 | RCL | BUY | $1K–$15K | $278.92 | $318.13 2026-06-26 | +14.1% |
| 2025-12-31 | BR | BUY | $1K–$15K | $223.17 | $137.93 2026-06-26 | -38.2% |
| 2025-12-11 | ULTA | SELL | $1K–$15K | $593.41 | $488.45 2026-06-26 | +17.7% exit |
| 2025-12-11 | TXT | BUY | $1K–$15K | $86.85 | $91.22 2026-06-26 | +5.0% |
| 2025-12-11 | TMUS | BUY | $1K–$15K | $195.33 | $182.68 2026-06-26 | -6.5% |
| 2025-12-11 | TFC | SELL | $1K–$15K | $49.70 | $50.49 2026-06-26 | -1.6% exit |
| 2025-12-11 | SCHW | BUY | $1K–$15K | $97.05 | $90.67 2026-06-26 | -6.6% |
| 2025-12-11 | SBUX | SELL | $1K–$15K | $84.74 | $104.60 2026-06-26 | -23.4% exit |
| 2025-12-11 | PANW | BUY | $1K–$15K | $190.36 | $304.20 2026-06-26 | +59.8% |
| 2025-12-11 | NXPI | BUY | $1K–$15K | $231.83 | $277.02 2026-06-26 | +19.5% |
| 2025-12-11 | MGA | SELL | $1K–$15K | $51.78 | $64.56 2026-06-26 | -24.7% exit |
| 2025-12-11 | LULU | BUY | $1K–$15K | $187.01 | $117.57 2026-06-26 | -37.1% |
| 2025-12-11 | GOOGL | SELL | $1K–$15K | $312.43 | $337.39 2026-06-26 | -8.0% exit |
| 2025-12-11 | DG | SELL | $1K–$15K | $132.68 | $119.51 2026-06-26 | -14.2% rt |
| 2025-12-11 | BX | BUY | $1K–$15K | $154.11 | $115.40 2026-06-26 | -25.1% |
| 2025-12-11 | BRO | SELL | $1K–$15K | $79.55 | $64.22 2026-06-26 | -16.2% rt |
| 2025-12-11 | AVGO | SELL | $1K–$15K | $406.37 | $365.02 2026-06-26 | +10.2% exit |
| 2025-08-18 | XOM | BUY | $1K–$15K | $106.72 | $136.54 2026-06-26 | +27.9% |
| 2025-08-18 | UPS | BUY | $1K–$15K | $86.51 | $108.14 2026-06-26 | +25.0% |
| 2025-08-18 | TGT | BUY | $1K–$15K | $104.95 | $140.39 2026-06-26 | +33.8% |
| 2025-08-18 | SPGI | BUY | $1K–$15K | $551.21 | $408.16 2026-06-26 | -25.9% |
| 2025-08-18 | RTX | SELL | $1K–$15K | $155.50 | $187.99 2026-06-26 | +53.4% rt |
| 2025-08-18 | ROST | BUY | $1K–$15K | $146.06 | $213.26 2026-06-26 | +46.0% |
| 2025-08-18 | PLD | BUY | $1K–$15K | $105.44 | $139.97 2026-06-26 | +32.8% |
| 2025-08-18 | OKE | BUY | $1K–$15K | $73.04 | $89.22 2026-06-26 | +22.1% |
| 2025-08-18 | GIS | BUY | $1K–$15K | $49.35 | $36.01 2026-06-26 | -27.0% |
| 2025-08-18 | COP | BUY | $1K–$15K | $94.00 | $105.96 2026-06-26 | +12.7% |
| 2025-08-18 | BRO | BUY | $1K–$15K | $94.95 | $64.22 2026-06-26 | -32.4% |
| 2025-08-18 | BLK | SELL | $1K–$15K | $1136.12 | $964.71 2026-06-26 | +15.1% exit |
| 2025-08-18 | AME | BUY | $1K–$15K | $182.62 | $237.52 2026-06-26 | +30.1% |
| 2025-08-18 | AMD | BUY | $1K–$15K | $176.14 | $521.58 2026-06-26 | +196.1% |
| 2025-08-18 | AMAT | BUY | $1K–$15K | $163.53 | $626.84 2026-06-26 | +283.3% |
| 2025-08-18 | ADP | BUY | $1K–$15K | $302.65 | $223.55 2026-06-26 | -26.1% |
| 2024-04-10 | VFC | BUY | $1K–$15K | $13.50 | $17.37 2026-06-26 | +28.7% |
| 2024-04-10 | RTX | BUY | $1K–$15K | $101.36 | $187.99 2026-06-26 | +85.5% |
| 2024-04-10 | PG | SELL | $1K–$15K | $157.24 | $149.02 2026-06-26 | +5.2% exit |
| 2024-04-10 | PEP | BUY | $1K–$15K | $168.95 | $141.39 2026-06-26 | -16.3% |
| 2024-04-10 | NVDA | SELL | $1K–$15K | $87.04 | $192.53 2026-06-26 | -121.2% exit |
| 2024-04-10 | NOW | SELL | $1K–$15K | $153.84 | $98.34 2026-06-26 | +36.1% exit |
| 2024-04-10 | NKE | BUY | $1K–$15K | $89.00 | $40.75 2026-06-26 | -54.2% |
| 2024-04-10 | NI | BUY | $1K–$15K | $27.30 | $49.08 2026-06-26 | +79.8% |
| 2024-04-10 | NFLX | SELL | $1K–$15K | $61.86 | $73.81 2026-06-26 | -19.3% exit |
| 2024-04-10 | MSFT | SELL | $1K–$15K | $423.26 | $372.97 2026-06-26 | +11.9% exit |
| 2024-04-10 | MPC | SELL | $1K–$15K | $211.22 | $254.06 2026-06-26 | -20.3% exit |
| 2024-04-10 | LLY | SELL | $1K–$15K | $761.98 | $1208.12 2026-06-26 | -58.5% exit |
| 2024-04-10 | INTU | SELL | $1K–$15K | $628.36 | $267.72 2026-06-26 | +57.4% exit |
| 2024-04-10 | HSY | BUY | $1K–$15K | $192.03 | $179.11 2026-06-26 | -6.7% |
| 2024-04-10 | HON | BUY | $1K–$15K | $195.65 | $464.42 2026-06-26 | +137.4% |
| 2024-04-10 | FTNT | BUY | $1K–$15K | $68.13 | $151.35 2026-06-26 | +122.2% |
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 |
|---|---|
| Thomas H Tuberville | 30 · ACN, ADI, ADP, AMAT, AMD, AME |
| Hon. Rohit Khanna | 28 · ACN, ADP, AVGO, BKNG, BX, CRM |
| Hon. Josh Gottheimer | 27 · ADI, ADP, AMAT, AMD, AVGO, BKNG |
| Shelley M Capito | 27 · ACN, ADI, ADP, AVGO, BLK, COP |
| Hon. James B. Renacci | 26 · ACN, AMAT, BKNG, CRM, CSX, DG |
| Markwayne Mullin | 25 · ACN, AMAT, AMD, BLK, COP, CRM |
| Hon. John A. Yarmuth | 25 · ACN, ADP, AVGO, BKNG, BLK, COP |
| SHELDON WHITEHOUSE | 24 · ACN, ADI, CSX, DE, DHR, EL |
| Susan M Collins | 22 · ADP, AME, BLK, COP, CRM, DHR |
| Hon. John Curtis | 21 · AMAT, AMD, BLK, CRM, CSX, DE |
| Hon. Lois Frankel | 20 · ACN, ADI, AMAT, BLK, BR, COP |
| Hon. Marjorie Taylor Greene | 19 · ADP, AMAT, AMD, BX, CRM, DG |