house · trading 2015-01-15 → 2023-09-28
*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 |
|---|---|---|---|---|---|---|
| 2021-09-30 | CONE | BUY | $1K–$15K | — | — | — |
| 2021-09-13 | TJX | BUY | $1K–$15K | $68.70 | $155.43 2026-06-26 | +126.2% |
| 2021-09-13 | JNJ | SELL | $1K–$15K | $165.80 | $254.66 2026-06-26 | -53.6% exit |
| 2021-09-10 | JNJ | SELL | $1K–$15K | $166.97 | $254.66 2026-06-26 | +76.9% rt |
| 2021-09-01 | RGLD | SELL | $1K–$15K | $110.68 | $207.95 2026-06-26 | -8.6% rt |
| 2021-08-26 | CSCO | SELL | $1K–$15K | $59.20 | $113.77 2026-06-26 | -92.2% exit |
| 2021-05-14 | UPS | SELL | $1K–$15K | $216.38 | $108.14 2026-06-26 | +81.1% rt |
| 2021-05-14 | DG | SELL | $1K–$15K | $206.20 | $119.51 2026-06-26 | +30.7% rt |
| 2021-04-22 | AVGO | BUY | $1K–$15K | $45.51 | $365.02 2026-06-26 | +702.0% |
| 2021-03-31 | LOW | SELL | $1K–$15K | $190.18 | $222.48 2026-06-26 | +173.9% rt |
| 2021-03-31 | GE | BUY | $1K–$15K | $65.44 | $369.00 2026-06-26 | +463.9% |
| 2021-02-18 | PGR | SELL | $1K–$15K | $88.10 | $224.34 2026-06-26 | -6.5% rt |
| 2021-01-13 | V | SELL | $1K–$15K | $209.35 | $336.23 2026-06-26 | +7.0% rt |
| 2021-01-13 | CAT | BUY | $1K–$15K | $195.89 | $997.47 2026-06-26 | +409.2% |
| 2020-12-31 | PBCT | SELL | $15K–$50K | — | — | — exit |
| 2020-12-31 | CVS | SELL | $1K–$15K | $68.30 | $104.34 2026-06-26 | -52.8% exit |
| 2020-11-20 | DIS | SELL | $1K–$15K | $141.07 | $98.79 2026-06-26 | +30.0% exit |
| 2020-10-16 | SCHW | BUY | $1K–$15K | $39.29 | $90.67 2026-06-26 | +130.8% |
| 2020-10-16 | IFF | BUY | $1K–$15K | $116.27 | $76.35 2026-06-26 | -34.3% |
| 2020-10-16 | AXP | BUY | $1K–$15K | $104.91 | $340.36 2026-06-26 | +224.4% |
| 2020-10-16 | ANTM | BUY | $1K–$15K | — | — | — |
| 2020-10-02 | PGR | BUY | $1K–$15K | $94.21 | $224.34 2026-06-26 | +138.1% |
| 2020-10-02 | MSFT | BUY | $1K–$15K | $206.19 | $372.97 2026-06-26 | +80.9% |
| 2020-10-02 | BSX | BUY | $1K–$15K | $38.48 | $44.23 2026-06-26 | +14.9% |
| 2020-07-02 | V | BUY | $1K–$15K | $195.67 | $336.23 2026-06-26 | +71.8% |
| 2020-07-02 | RGLD | BUY | $1K–$15K | $121.05 | $207.95 2026-06-26 | +71.8% |
| 2020-07-02 | KMB | BUY | $1K–$15K | $143.20 | $109.37 2026-06-26 | -23.6% |
| 2020-07-02 | HD | BUY | $1K–$15K | $248.50 | $348.86 2026-06-26 | +40.4% |
| 2020-07-02 | DUK | SELL | $1K–$15K | $81.84 | $128.40 2026-06-26 | -56.9% exit |
| 2020-07-02 | CVS | SELL | $1K–$15K | $64.70 | $104.34 2026-06-26 | -61.3% exit |
| 2020-07-02 | COST | BUY | $1K–$15K | $305.74 | $952.54 2026-06-26 | +211.6% |
| 2020-07-02 | CCI | BUY | $1K–$15K | $170.72 | $82.62 2026-06-26 | -51.6% |
| 2020-06-22 | PNC | SELL | $1K–$15K | $108.56 | $244.99 2026-06-26 | -10.4% rt |
| 2020-06-22 | MSI | BUY | $1K–$15K | $141.13 | $402.89 2026-06-26 | +185.5% |
| 2020-05-22 | BDX | SELL | $1K–$15K | $183.50 | $155.92 2026-06-26 | +38.9% rt |
| 2020-05-21 | XOM | BUY | $1K–$15K | $44.56 | $136.54 2026-06-26 | +206.4% |
| 2020-05-21 | LOW | BUY | $1K–$15K | $120.64 | $222.48 2026-06-26 | +84.4% |
| 2020-04-06 | MCD | BUY | $1K–$15K | $177.04 | $269.76 2026-06-26 | +52.4% |
| 2020-03-30 | MRK | BUY | $1K–$15K | $73.43 | $128.66 2026-06-26 | +75.2% |
| 2020-03-30 | AGN | SELL | $1K–$15K | — | — | — exit |
| 2020-03-10 | TGT | BUY | $1K–$15K | $108.33 | $140.39 2026-06-26 | +29.6% |
| 2020-02-27 | ABBV | BUY | $1K–$15K | $85.42 | $253.35 2026-06-26 | +196.6% |
| 2020-01-10 | SCHW | BUY | $1K–$15K | $47.80 | $90.67 2026-06-26 | +89.7% |
| 2019-11-29 | IFF | BUY | $1K–$15K | $141.23 | $76.35 2026-06-26 | -45.9% |
| 2019-11-08 | ANTM | BUY | $1K–$15K | — | — | — |
| 2019-11-05 | CVS | SELL | $1K–$15K | $67.32 | $104.34 2026-06-26 | +3.7% rt |
| 2019-09-04 | UPS | BUY | $1K–$15K | $119.47 | $108.14 2026-06-26 | -9.5% |
| 2019-09-04 | SBUX | BUY | $1K–$15K | $96.11 | $104.60 2026-06-26 | +8.8% |
| 2019-09-04 | PLD | BUY | $1K–$15K | $85.37 | $139.97 2026-06-26 | +64.0% |
| 2019-09-04 | DG | BUY | $1K–$15K | $157.80 | $119.51 2026-06-26 | -24.3% |
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 |
|---|---|
| SUSAN M COLLINS | 60 · AAPL, AMT, AMZN, AXP, BA, BLK |
| Hon. James B. Renacci | 58 · AAPL, ABBV, ABT, ACN, AGN, AMT |
| Shelley M Capito | 58 · AAPL, ABT, ACN, AMT, AMZN, AVGO |
| Hon. John A. Yarmuth | 56 · AAPL, ACN, AGN, AMT, AMZN, AVGO |
| Sheldon Whitehouse | 55 · AAPL, ABBV, ABT, ACN, AET, AMZN |
| Hon. K. Michael Conaway | 52 · AAPL, ABBV, ABT, ACN, AGN, AMT |
| David A Perdue , Jr | 46 · AAPL, ABBV, AMT, AMZN, ANTM, AXP |
| Hon. David P. Roe | 46 · AAPL, ABBV, ACN, AMT, AMZN, AXP |
| Thomas H Tuberville | 45 · AAPL, ABBV, ACN, AMT, AVGO, BDX |
| Hon. Alan S. Lowenthal | 44 · AAPL, AGN, AMT, AMZN, AXP, BA |
| Hon. Lois Frankel | 42 · ABT, ACN, AXP, BAX, BLK, BSX |
| Hon. Josh Gottheimer | 42 · AAPL, ABBV, ABT, AMZN, AVGO, BA |