Josh Gottheimer: stock trades

Democrat, Representative for NJ's 5th district. Value ranges as filed, never exact figures.

Activity

Stock and option trades by trade date, last 24 months, any company.

Josh Gottheimer: purchases and sales per month

Show as a table

Month	Purchases	Sales
Dec 2024	16	39
Jan 2025	41	40
Feb 2025	22	38
Mar 2025	14	33
Apr 2025	14	104
May 2025	16	8
Jun 2025	6	12
Jul 2025	0	7
Aug 2025	1	4
Sep 2025	6	4
Oct 2025	2	2
Nov 2025	1	7
Dec 2025	0	9
Jan 2026	2	4
Feb 2026	9	7
Mar 2026	6	12
Apr 2026	9	17
May 2026	10	10
Jun 2026	0	7
Jul 2026	8	5
Aug 2026	5	2
Sep 2026	0	2
Oct 2026	0	0
Nov 2026	0	0

Trades, 24 months: 561
Purchases: 188
Sales: 373
In 2026: 115

Top sectors

Trades in companies we cover, by the company’s sector. Green is purchases, red is sales.

Technology32% of trades 940 trades: 407 purchases, 533 sales
Health Care14% of trades 415 trades: 172 purchases, 243 sales
Industrials12% of trades 354 trades: 132 purchases, 222 sales
Financials12% of trades 343 trades: 138 purchases, 205 sales
Consumer Discretionary11% of trades 330 trades: 136 purchases, 194 sales
Communication Services6% of trades 185 trades: 74 purchases, 111 sales

Would copying Josh Gottheimer’s trades have beaten the S&P 500?

Copying Josh Gottheimer’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on August 14, 2018 into $31,396 by November 2, 2026, against $30,171 in the S&P 500: +15.0% a year against +14.4%, with a beta of 1.10. Selling each purchase after 6 months instead would have made +15.9% a year. Six months after each report, the average share purchase was +1.6% against the S&P 500 (median 0.0%), and 50% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was +2.3%. Reports arrived a median of 28 days after the trade. 19 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

Copying Josh GottheimerS&P 500, buy and hold $10,000 copying Josh Gottheimer’s disclosed holdings from August 14, 2018, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate. 245 call option trades count as the stock until they expire.

Josh Gottheimer: trades against the S&P 500 afterwards
Measured	Trades counted	Average vs S&P 500	Median	Went the right way	t-statistic	Evidence
Purchases, 3 months after the report	1083	+1.3%	0.0%	50%	2.23	No reliable evidence
Purchases, 6 months after the report	1067	+1.6%	0.0%	50%	1.90	No reliable evidence
Purchases, 3 months after the trade	1088	+1.0%	+0.1%	50%	1.84	No reliable evidence
Purchases, 6 months after the trade	1076	+2.3%	−0.1%	50%	2.84	No reliable evidence
Sales, 6 months after the report	1535	+1.7%	−0.7%	51%	2.43	No reliable evidence

Return a year, copying: +15.0%
S&P 500, same dates: +14.4%
Yearly swing (S&P 500): 25% (19%)
Sharpe ratio (S&P 500): 0.57 (0.65)
Biggest drop (S&P 500): −35% (−34%)
Market sensitivity (beta): 1.10

“Average vs S&P 500” is the stock’s return including dividends minus the index’s over the same dates. For sales, a negative figure means the stock lagged after it was sold, so selling was the right call (green). “Went the right way” is the share of purchases that beat the index, or of sales that trailed it. The t-statistic treats each trade as a separate bet; the Evidence label is stricter and uses one average per month of reports, because trades bunch together. Trades in companies we cover only. The averages count share trades; the copy portfolio also counts call options as the stock and sizes positions by the middle of each band filed. No trading costs or taxes. These are the stocks’ moves after each trade: they say nothing about why Josh Gottheimer traded and do not suggest the use of non-public information. How every member compares.

Stocks traded

Every company we cover that appears in the reports. “Since first purchase” is the stock’s move from the close on the member’s first disclosed purchase to the latest close, against the S&P 500; it is not the member’s return.

Josh Gottheimer: companies traded

MSFTMicrosoft Corporation	142$60.2M–$260M	173$61M–$262M	Feb 6, 2018	Aug 14, 2026	▲ 525.6%+305.6 pts vs S&P
AAPLApple Inc.	35$91,035–$665,000	41$69,041–$685,000	May 1, 2017	Apr 9, 2025	▲ 878.2%+612.0 pts vs S&P
GOOGLAlphabet Inc. (Class A)	28$28,028–$420,000	34$34,034–$510,000	Feb 16, 2018	May 8, 2025	▲ 352.5%+175.3 pts vs S&P
TSLATesla, Inc.	27$27,027–$405,000	34$34,034–$510,000	Oct 28, 2019	Jun 5, 2025	▲ 1718.9%+1544.2 pts vs S&P
LLYLilly (Eli)	18$18,018–$270,000	26$26,026–$390,000	Feb 7, 2018	May 13, 2025	▲ 428.9%+344.4 pts vs S&P
NVDANVIDIA Corporation	14$14,014–$210,000	29$29,029–$435,000	Jun 9, 2017	Jun 24, 2025	▲ 2981.7%+2801.8 pts vs S&P
METAMeta Platforms	14$28,014–$245,000	22$36,022–$365,000	Jan 12, 2018	Apr 9, 2025	▲ 237.3%+17.3 pts vs S&P
AMDAdvanced Micro Devices	17$17,017–$255,000	15$15,015–$225,000	Oct 2, 2018	May 5, 2026	▲ 1585.6%+1394.1 pts vs S&P
PYPLPayPal	6$6,006–$90,000	22$22,022–$330,000	Nov 3, 2017	Mar 3, 2025	▼ 19.5%−254.4 pts vs S&P
MAMastercard	11$11,011–$165,000	16$16,016–$240,000	Aug 10, 2018	Apr 9, 2025	▲ 74.3%−24.9 pts vs S&P
CRMSalesforce	12$12,012–$180,000	14$14,014–$210,000	Jul 16, 2019	Jun 4, 2025	▼ 6.7%−155.5 pts vs S&P
NFLXNetflix	8$8,008–$120,000	15$29,015–$260,000	Sep 6, 2018	Apr 9, 2025	▼ 6.1%−83.1 pts vs S&P
SCHWCharles Schwab Corporation	10$10,010–$150,000	13$13,013–$195,000	Oct 26, 2018	Apr 7, 2025	▲ 127.7%−50.1 pts vs S&P
UBERUber	8$8,008–$120,000	15$15,015–$225,000	Feb 16, 2021	Jan 30, 2026	▲ 10.5%−97.0 pts vs S&P
BKNGBooking Holdings	14$14,014–$210,000	8$22,008–$155,000	Jul 6, 2018	Jun 1, 2026	▲ 88.1%−121.9 pts vs S&P
DEDeere & Company	7$7,007–$105,000	15$15,015–$225,000	Dec 16, 2020	Jun 28, 2024	▲ 176.1%+55.3 pts vs S&P
ISRGIntuitive Surgical	5$5,005–$75,000	17$17,017–$255,000	Nov 7, 2017	Sep 3, 2025	▲ 238.9%+4.3 pts vs S&P
KOThe Coca-Cola Company	10$10,010–$150,000	11$11,011–$165,000	Aug 17, 2017	Apr 9, 2025	▲ 78.7%+0.1 pts vs S&P
REGNRegeneron Pharmaceuticals	8$8,008–$120,000	13$13,013–$195,000	Sep 20, 2019	Jan 24, 2025	▲ 215.9%+43.7 pts vs S&P
VVisa Inc.	10$10,010–$150,000	11$11,011–$165,000	Apr 18, 2019	Feb 18, 2026	▲ 29.9%+3.8 pts vs S&P
ABBVAbbVie	9$9,009–$135,000	11$11,011–$165,000	Jan 28, 2022	May 5, 2026	▲ 144.6%+62.8 pts vs S&P
FISFidelity National Information Services	10$24,010–$185,000	10$38,010–$220,000	May 1, 2020	Nov 19, 2025	▼ 59.3%−144.2 pts vs S&P
LOWLowe's	6$6,006–$90,000	14$14,014–$210,000	Aug 5, 2019	Apr 9, 2025	▲ 151.5%−43.5 pts vs S&P
MELIMercadolibre Inc	10$10,010–$150,000	10$24,010–$185,000	Jan 14, 2020	Jan 27, 2025	▼ 13.9%−121.4 pts vs S&P
ORCLOracle Corporation	6$6,006–$90,000	14$14,014–$210,000	May 19, 2021	Jan 28, 2025	▲ 71.6%−25.9 pts vs S&P
TSMTaiwan Semiconductor Manufacturing Co LTD	3$3,003–$45,000	17$17,017–$255,000	Sep 30, 2019	Apr 9, 2025	—
BXBlackstone Inc.	8$22,008–$155,000	11$25,011–$200,000	Mar 17, 2020	Apr 14, 2025	—
NOWServiceNow	9$9,009–$135,000	10$10,010–$150,000	Oct 28, 2019	Apr 24, 2026	▼ 13.1%−91.9 pts vs S&P
SBUXStarbucks	9$37,009–$205,000	10$24,010–$185,000	Apr 24, 2019	Apr 17, 2025	▲ 61.0%−126.9 pts vs S&P
BABAAlibaba Group Holding Ltd	10$10,010–$150,000	7$7,007–$105,000	Nov 26, 2019	Jun 1, 2026	—
TTTrane Technologies	6$6,006–$90,000	11$11,011–$165,000	May 12, 2021	Jan 30, 2025	▲ 150.8%+50.6 pts vs S&P
TXNTexas Instruments	8$8,008–$120,000	9$9,009–$135,000	Nov 27, 2018	Apr 9, 2025	—
UNHUnitedHealth Group	9$9,009–$135,000	8$8,008–$120,000	May 15, 2017	Feb 5, 2026	▲ 174.5%−89.2 pts vs S&P
UPSUnited Parcel Service	9$9,009–$135,000	8$8,008–$120,000	Jan 10, 2018	May 28, 2025	▲ 19.4%−194.7 pts vs S&P
ADBEAdobe Inc.	5$5,005–$75,000	11$11,011–$165,000	Jul 2, 2018	Jun 13, 2024	▼ 33.3%−127.8 pts vs S&P
AMGNAmgen	8$8,008–$120,000	8$8,008–$120,000	Nov 7, 2019	May 1, 2023	▲ 161.5%−8.9 pts vs S&P
APDAir Products	9$9,009–$135,000	7$21,007–$140,000	May 2, 2019	Mar 5, 2026	▲ 80.8%−108.2 pts vs S&P
IBMIBM	9$9,009–$135,000	7$7,007–$105,000	May 26, 2022	Jul 16, 2026	▲ 112.1%+14.5 pts vs S&P
MNSTMonster Beverage	7$7,007–$105,000	9$9,009–$135,000	May 9, 2018	Jul 17, 2026	▲ 220.8%+41.8 pts vs S&P
XYZBlock, Inc.	9$9,009–$135,000	7$7,007–$105,000	Aug 2, 2019	Feb 27, 2025	▲ 35.8%−179.8 pts vs S&P
AVGOBroadcom	6$6,006–$90,000	9$9,009–$135,000	Jul 12, 2018	Jun 25, 2025	▲ 443.8%+354.3 pts vs S&P
JNJJohnson & Johnson	10$10,010–$150,000	5$5,005–$75,000	Jan 13, 2017	Apr 9, 2025	▲ 151.5%−52.0 pts vs S&P
NSCNorfolk Southern	5$5,005–$75,000	10$10,010–$150,000	Oct 11, 2018	Apr 9, 2025	▲ 149.6%−72.6 pts vs S&P
BRK.BBerkshire Hathaway	6$6,006–$90,000	8$8,008–$120,000	Sep 4, 2019	May 4, 2026	▲ 175.6%−9.2 pts vs S&P
CTSHCognizant	7$7,007–$105,000	7$7,007–$105,000	Nov 16, 2020	Apr 29, 2024	▼ 9.7%−135.2 pts vs S&P
FCXFreeport-McMoRan	6$6,006–$90,000	8$8,008–$120,000	Feb 16, 2021	Apr 15, 2026	▲ 101.9%−5.6 pts vs S&P
MCKMcKesson	3$3,003–$45,000	11$11,011–$165,000	Nov 13, 2020	Apr 9, 2025	▲ 468.2%+339.9 pts vs S&P
SHOPShopify Inc.	9$9,009–$135,000	5$5,005–$75,000	Feb 17, 2021	Mar 19, 2025	▲ 0.8%−106.7 pts vs S&P
HDThe Home Depot	2$2,002–$30,000	11$25,011–$200,000	Oct 17, 2018	Apr 9, 2026	▼ 15.1%−51.0 pts vs S&P
SNAPSnap Inc	5$5,005–$75,000	8$8,008–$120,000	Mar 6, 2017	Apr 26, 2023	▼ 76.7%−345.9 pts vs S&P
ASMLAsml Holding NV	5$5,005–$75,000	7$7,007–$105,000	Oct 15, 2019	May 22, 2025	—
COPConocoPhillips	4$4,004–$60,000	8$8,008–$120,000	Apr 14, 2022	Jun 24, 2025	▲ 67.4%−15.5 pts vs S&P
DDominion Energy	7$7,007–$105,000	5$19,005–$110,000	Jun 10, 2019	Apr 9, 2025	▲ 21.2%−170.0 pts vs S&P
DHID. R. Horton	8$8,008–$120,000	4$4,004–$60,000	Dec 11, 2023	Apr 21, 2025	▲ 7.7%−61.5 pts vs S&P
INTUIntuit	6$6,006–$90,000	6$6,006–$90,000	Sep 29, 2021	May 22, 2026	▼ 33.8%−119.3 pts vs S&P
LRCXLam Research	4$4,004–$60,000	8$8,008–$120,000	Feb 28, 2020	Oct 22, 2024	▲ 743.2%+563.3 pts vs S&P
MKTXMarketaxess Holdings Inc	2$2,002–$30,000	10$10,010–$150,000	Jun 30, 2017	Apr 9, 2026	▼ 25.1%−227.8 pts vs S&P
MSMorgan Stanley	5$5,005–$75,000	7$7,007–$105,000	Oct 22, 2018	Feb 1, 2024	▲ 385.6%+213.4 pts vs S&P
SPXCSPX Technologies, Inc.	3$3,003–$45,000	9$9,009–$135,000	Jul 19, 2021	Apr 9, 2025	▲ 169.3%+78.9 pts vs S&P
VZVerizon	6$6,006–$90,000	6$6,006–$90,000	Jul 23, 2020	Jun 25, 2024	▲ 17.2%−136.9 pts vs S&P

The 60 most traded of 384 companies.

Trades in companies we cover

“Stock since trade” is the share price move from the close on the trade date to the latest close, with the gap to the S&P 500 beneath. It describes the stock, not what the member made. Showing the latest 300 of 2904 trades; every trade is in the reports below. Click a column heading to sort.

Josh Gottheimer: trades in companies we cover
					Report
MCDMcDonald's	Sale (partial)$1,001 - $15,000 · Joint	Oct 7, 2026	Sep 25, 2026	▲ 10.9%+13.2 pts vs S&P	Filing for MCD on Sep 25, 2026
AMATApplied Materials	Sale (full)$1,001 - $15,000 · Joint	Oct 7, 2026	Sep 15, 2026	▼ 9.6%−9.4 pts vs S&P	Filing for AMAT on Sep 15, 2026
MSFTMicrosoft Corporation	Purchase (option)$250,001 - $500,000 · Joint	Sep 14, 2026	Aug 14, 2026	—	Filing for MSFT on Aug 14, 2026
MSFTMicrosoft Corporation	Purchase (option)$500,001 - $1,000,000 · Joint	Sep 14, 2026	Aug 14, 2026	—	Filing for MSFT on Aug 14, 2026
MSFTMicrosoft Corporation	Sale (full) (option)$250,001 - $500,000 · Joint	Sep 14, 2026	Aug 14, 2026	—	Filing for MSFT on Aug 14, 2026
MSFTMicrosoft Corporation	Sale (full) (option)$500,001 - $1,000,000 · Joint	Sep 14, 2026	Aug 14, 2026	—	Filing for MSFT on Aug 14, 2026
AMATApplied Materials	Purchase$1,001 - $15,000 · Joint	Sep 14, 2026	Aug 6, 2026	▼ 27.8%−26.1 pts vs S&P	Filing for AMAT on Aug 6, 2026
RSGRepublic Services	Purchase$1,001 - $15,000 · Joint	Sep 14, 2026	Aug 6, 2026	▲ 16.2%+17.9 pts vs S&P	Filing for RSG on Aug 6, 2026
QSRRestaurant Brands International Inc.	Purchase$1,001 - $15,000 · Joint	Sep 14, 2026	Aug 6, 2026	▲ 2.6%+4.2 pts vs S&P	Filing for QSR on Aug 6, 2026
CCICrown Castle	Sale (full)$1,001 - $15,000 · Joint	Aug 10, 2026	Jul 23, 2026	▲ 17.3%+14.9 pts vs S&P	Filing for CCI on Jul 23, 2026
NICENice Ltd.	Purchase$1,001 - $15,000 · Joint	Aug 10, 2026	Jul 20, 2026	▲ 5.0%+3.1 pts vs S&P	Filing for NICE on Jul 20, 2026
SAILSailpoint, Inc.	Purchase$1,001 - $15,000 · Joint	Aug 10, 2026	Jul 20, 2026	▲ 26.6%+24.7 pts vs S&P	Filing for SAIL on Jul 20, 2026
MNSTMonster Beverage	Purchase$1,001 - $15,000 · Joint	Aug 10, 2026	Jul 17, 2026	▼ 2.6%−4.3 pts vs S&P	Filing for MNST on Jul 17, 2026
IBMIBM	Sale (full)$1,001 - $15,000 · Joint	Aug 10, 2026	Jul 16, 2026	▲ 14.4%+13.7 pts vs S&P	Filing for IBM on Jul 16, 2026
PANWPalo Alto Networks	Purchase$1,001 - $15,000 · Joint	Aug 10, 2026	Jul 16, 2026	▼ 0.9%−1.6 pts vs S&P	Filing for PANW on Jul 16, 2026
CRWDCrowdStrike	Purchase$1,001 - $15,000 · Joint	Aug 10, 2026	Jul 15, 2026	▲ 18.3%+18.1 pts vs S&P	Filing for CRWD on Jul 15, 2026
IBMIBM	Sale (partial)$1,001 - $15,000 · Joint	Aug 10, 2026	Jul 15, 2026	▲ 18.7%+18.5 pts vs S&P	Filing for IBM on Jul 15, 2026
FNFabrinet	Sale (full)$1,001 - $15,000 · Joint	Aug 10, 2026	Jul 14, 2026	▼ 25.4%−25.9 pts vs S&P	Filing for FN on Jul 14, 2026
INSMInsmed Inc	Sale (partial)$1,001 - $15,000 · Joint	Jul 7, 2026	Jun 10, 2026	▲ 15.0%+10.5 pts vs S&P	Filing for INSM on Jun 10, 2026
ADCAgree Realty Corp	Sale (full)$1,001 - $15,000 · Joint	Jul 7, 2026	Jun 1, 2026	▼ 3.4%−3.3 pts vs S&P	Filing for ADC on Jun 1, 2026
BABAAlibaba Group Holding Ltd	Sale (full)$1,001 - $15,000 · Joint	Jul 7, 2026	Jun 1, 2026	—	Filing for BABA on Jun 1, 2026
BKNGBooking Holdings	Sale (full)$1,001 - $15,000 · Joint	Jul 7, 2026	Jun 1, 2026	▼ 8.9%−8.9 pts vs S&P	Filing for BKNG on Jun 1, 2026
ABTAbbott Laboratories	Sale (partial)$1,001 - $15,000 · Joint	Jun 3, 2026	May 27, 2026	▲ 29.1%+28.2 pts vs S&P	Filing for ABT on May 27, 2026
INTUIntuit	Sale (partial)$1,001 - $15,000 · Joint	Jun 3, 2026	May 22, 2026	▲ 9.6%+8.0 pts vs S&P	Filing for INTU on May 22, 2026
LITELumentum	Purchase$1,001 - $15,000 · Joint	Jun 3, 2026	May 22, 2026	▼ 28.7%−30.4 pts vs S&P	Filing for LITE on May 22, 2026
MUMicron Technology	Purchase$1,001 - $15,000 · Joint	Jun 3, 2026	May 21, 2026	▲ 11.7%+9.6 pts vs S&P	Filing for MU on May 21, 2026
ADIAnalog Devices	Purchase$1,001 - $15,000 · Joint	Jun 3, 2026	May 19, 2026	▲ 2.4%−0.9 pts vs S&P	Filing for ADI on May 19, 2026
MSFTMicrosoft Corporation	Sale (full) (option)$250,001 - $500,000 · Joint	Jun 3, 2026	May 19, 2026	—	Filing for MSFT on May 19, 2026
MSFTMicrosoft Corporation	Sale (full) (option)$500,001 - $1,000,000 · Joint	Jun 3, 2026	May 19, 2026	—	Filing for MSFT on May 19, 2026
MSFTMicrosoft Corporation	Purchase (option)$250,001 - $500,000 · Joint	Jun 3, 2026	May 19, 2026	—	Filing for MSFT on May 19, 2026
MSFTMicrosoft Corporation	Purchase (option)$500,001 - $1,000,000 · Joint	Jun 3, 2026	May 19, 2026	—	Filing for MSFT on May 19, 2026
PANWPalo Alto Networks	Purchase$1,001 - $15,000 · Joint	Jun 3, 2026	May 14, 2026	▲ 47.3%+46.0 pts vs S&P	Filing for PANW on May 14, 2026
SNDKSandisk	Purchase$1,001 - $15,000 · Joint	Jun 3, 2026	May 7, 2026	▼ 16.9%−20.4 pts vs S&P	Filing for SNDK on May 7, 2026
ABBVAbbVie	Sale (full)$1,001 - $15,000 · Joint	Jun 3, 2026	May 5, 2026	▲ 40.3%+35.6 pts vs S&P	Filing for ABBV on May 5, 2026
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000 · Joint	Jun 3, 2026	May 5, 2026	▲ 37.7%+33.0 pts vs S&P	Filing for AMD on May 5, 2026
BRK.BBerkshire Hathaway	Sale (partial)$1,001 - $15,000 · Joint	Jun 3, 2026	May 4, 2026	▲ 18.9%+13.4 pts vs S&P	Filing for BRK.B on May 4, 2026
BRK.BBerkshire Hathaway	Sale (partial)$1,001 - $15,000 · Joint	Jun 3, 2026	May 4, 2026	▲ 18.9%+13.4 pts vs S&P	Filing for BRK.B on May 4, 2026
TWLOTwilio Inc	Purchase$1,001 - $15,000 · Joint	Jun 3, 2026	May 4, 2026	▲ 13.2%+7.7 pts vs S&P	Filing for TWLO on May 4, 2026
FNFabrinet	Purchase$1,001 - $15,000 · Joint	Jun 3, 2026	May 1, 2026	▼ 49.0%−54.2 pts vs S&P	Filing for FN on May 1, 2026
MMM3M	Sale (partial)$1,001 - $15,000 · Joint	May 19, 2026	Apr 28, 2026	▲ 22.1%+15.7 pts vs S&P	Filing for MMM on Apr 28, 2026
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000 · Joint	May 19, 2026	Apr 27, 2026	▲ 46.2%+40.2 pts vs S&P	Filing for AMD on Apr 27, 2026
IBMIBM	Sale (partial)$1,001 - $15,000 · Joint	May 19, 2026	Apr 24, 2026	▲ 8.8%+2.7 pts vs S&P	Filing for IBM on Apr 24, 2026
NOWServiceNow	Sale (full)$1,001 - $15,000 · Joint	May 19, 2026	Apr 24, 2026	▲ 20.5%+14.4 pts vs S&P	Filing for NOW on Apr 24, 2026
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000 · Joint	May 19, 2026	Apr 23, 2026	▲ 60.2%+53.2 pts vs S&P	Filing for AMD on Apr 23, 2026
GSGoldman Sachs	Purchase$1,001 - $15,000 · Joint	May 19, 2026	Apr 16, 2026	▲ 0.4%−7.6 pts vs S&P	Filing for GS on Apr 16, 2026
FCXFreeport-McMoRan	Purchase$1,001 - $15,000 · Joint	May 19, 2026	Apr 15, 2026	▼ 9.9%−18.2 pts vs S&P	Filing for FCX on Apr 15, 2026
HDBHdfc Bank LTD	Sale (partial)$1,001 - $15,000 · Joint	May 19, 2026	Apr 13, 2026	—	Filing for HDB on Apr 13, 2026
INTAIntapp, Inc.	Purchase$1,001 - $15,000 · Joint	May 19, 2026	Apr 13, 2026	▲ 111.7%+101.2 pts vs S&P	Filing for INTA on Apr 13, 2026
ALLYAlly Financial Inc.	Sale (full)$1,001 - $15,000 · Joint	May 19, 2026	Apr 9, 2026	—	Filing for ALLY on Apr 9, 2026
TAT&T	Sale (full)$1,001 - $15,000 · Joint	May 19, 2026	Apr 9, 2026	▼ 18.0%−29.5 pts vs S&P	Filing for T on Apr 9, 2026
DRIDarden Restaurants	Sale (full)$15,001 - $50,000 · Joint	May 19, 2026	Apr 9, 2026	▲ 14.2%+2.7 pts vs S&P	Filing for DRI on Apr 9, 2026
DLTRDollar Tree	Sale (full)$1,001 - $15,000 · Joint	May 19, 2026	Apr 9, 2026	▲ 30.7%+19.2 pts vs S&P	Filing for DLTR on Apr 9, 2026
FFord Motor Company	Sale (full)$15,001 - $50,000 · Joint	May 19, 2026	Apr 9, 2026	▲ 2.1%−9.4 pts vs S&P	Filing for F on Apr 9, 2026
GSGoldman Sachs	Sale (full)$15,001 - $50,000 · Joint	May 19, 2026	Apr 9, 2026	▼ 0.0%−11.5 pts vs S&P	Filing for GS on Apr 9, 2026
HDThe Home Depot	Sale (full)$15,001 - $50,000 · Joint	May 19, 2026	Apr 9, 2026	▼ 0.8%−12.3 pts vs S&P	Filing for HD on Apr 9, 2026
MKTXMarketaxess Holdings Inc	Sale (full)$1,001 - $15,000 · Joint	May 19, 2026	Apr 9, 2026	▼ 3.2%−14.7 pts vs S&P	Filing for MKTX on Apr 9, 2026
MLMMartin Marietta Materials	Sale (full)$15,001 - $50,000 · Joint	May 19, 2026	Apr 9, 2026	▼ 12.6%−24.1 pts vs S&P	Filing for MLM on Apr 9, 2026
PFGCPerformance Food Group Co	Sale (full)$15,001 - $50,000 · Joint	May 19, 2026	Apr 9, 2026	▲ 8.7%−2.7 pts vs S&P	Filing for PFGC on Apr 9, 2026
SYFSynchrony Financial	Sale (full)$15,001 - $50,000 · Joint	May 19, 2026	Apr 9, 2026	▲ 4.7%−6.7 pts vs S&P	Filing for SYF on Apr 9, 2026
TSCOTractor Supply	Sale (full)$15,001 - $50,000 · Joint	May 19, 2026	Apr 9, 2026	▼ 22.6%−34.0 pts vs S&P	Filing for TSCO on Apr 9, 2026
VLYValley National Bancorp	Sale (full)$1,001 - $15,000 · Joint	May 19, 2026	Apr 9, 2026	▲ 10.1%−1.4 pts vs S&P	Filing for VLY on Apr 9, 2026
CBZCbiz, Inc.	Purchase$1,001 - $15,000 · Joint	May 19, 2026	Apr 6, 2026	▲ 94.4%+79.1 pts vs S&P	Filing for CBZ on Apr 6, 2026
FWRGFirst Watch Restaurant Group, Inc.	Purchase$1,001 - $15,000 · Joint	May 19, 2026	Apr 6, 2026	▲ 18.8%+3.8 pts vs S&P	Filing for FWRG on Apr 6, 2026
NTESNetease, Inc.	Purchase$1,001 - $15,000 · Joint	May 19, 2026	Apr 6, 2026	—	Filing for NTES on Apr 6, 2026
MSFTMicrosoft Corporation	Purchase (option)$50,001 - $100,000 · Joint	Apr 8, 2026	Mar 25, 2026	—	Filing for MSFT on Mar 25, 2026
MSFTMicrosoft Corporation	Purchase (option)$500,001 - $1,000,000 · Joint	Apr 8, 2026	Mar 25, 2026	—	Filing for MSFT on Mar 25, 2026
CCICrown Castle	Sale (partial)$1,001 - $15,000 · Joint	Apr 8, 2026	Mar 24, 2026	▲ 12.6%−3.4 pts vs S&P	Filing for CCI on Mar 24, 2026
FNFabrinet	Purchase$1,001 - $15,000 · Joint	Apr 8, 2026	Mar 24, 2026	▼ 40.0%−56.1 pts vs S&P	Filing for FN on Mar 24, 2026
ALCAlcon Inc	Sale (full)$1,001 - $15,000 · Joint	Apr 8, 2026	Mar 12, 2026	—	Filing for ALC on Mar 12, 2026
HDBHdfc Bank LTD	Sale (partial)$1,001 - $15,000 · Joint	Apr 8, 2026	Mar 12, 2026	—	Filing for HDB on Mar 12, 2026
INTAIntapp, Inc.	Sale (full)$1,001 - $15,000 · Joint	Apr 8, 2026	Mar 12, 2026	▲ 81.3%+67.2 pts vs S&P	Filing for INTA on Mar 12, 2026
LZBLa-z-boy Inc	Sale (full)$1,001 - $15,000 · Joint	Apr 8, 2026	Mar 12, 2026	▼ 3.8%−17.9 pts vs S&P	Filing for LZB on Mar 12, 2026
NOWServiceNow	Purchase$1,001 - $15,000 · Joint	Apr 8, 2026	Mar 6, 2026	▼ 12.6%−25.6 pts vs S&P	Filing for NOW on Mar 6, 2026
APDAir Products	Purchase$1,001 - $15,000 · Joint	Apr 8, 2026	Mar 5, 2026	▲ 15.6%+4.1 pts vs S&P	Filing for APD on Mar 5, 2026
CBZCbiz, Inc.	Sale (full)$1,001 - $15,000 · Joint	Apr 8, 2026	Mar 5, 2026	▲ 88.3%+76.6 pts vs S&P	Filing for CBZ on Mar 5, 2026
COLBColumbia Banking System, Inc.	Sale (full)$1,001 - $15,000 · Joint	Apr 8, 2026	Mar 5, 2026	▲ 13.1%+1.6 pts vs S&P	Filing for COLB on Mar 5, 2026
FWRGFirst Watch Restaurant Group, Inc.	Sale (full)$1,001 - $15,000 · Joint	Apr 8, 2026	Mar 5, 2026	▲ 4.1%−7.4 pts vs S&P	Filing for FWRG on Mar 5, 2026
NTESNetease, Inc.	Sale (partial)$1,001 - $15,000 · Joint	Apr 8, 2026	Mar 5, 2026	—	Filing for NTES on Mar 5, 2026
PHRPhreesia, Inc.	Sale (full)$1,001 - $15,000 · Joint	Apr 8, 2026	Mar 5, 2026	▲ 1.9%−9.6 pts vs S&P	Filing for PHR on Mar 5, 2026
PANWPalo Alto Networks	Sale (full)$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 27, 2026	▲ 135.6%+124.8 pts vs S&P	Filing for PANW on Feb 27, 2026
FSSFederal Signal Corp	Purchase$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 26, 2026	▼ 0.4%−10.6 pts vs S&P	Filing for FSS on Feb 26, 2026
INTUIntuit	Sale (partial)$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 20, 2026	▼ 7.5%−17.8 pts vs S&P	Filing for INTU on Feb 20, 2026
CVNACarvana	Sale (partial)$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 18, 2026	▼ 1.4%−12.2 pts vs S&P	Filing for CVNA on Feb 18, 2026
VVisa Inc.	Sale (partial)$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 18, 2026	▲ 31.9%+21.2 pts vs S&P	Filing for V on Feb 18, 2026
CMICummins	Purchase$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 5, 2026	▼ 6.0%−18.1 pts vs S&P	Filing for CMI on Feb 5, 2026
GEVGE Vernova	Purchase$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 5, 2026	▲ 24.8%+12.7 pts vs S&P	Filing for GEV on Feb 5, 2026
UNHUnitedHealth Group	Purchase$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 5, 2026	▲ 52.5%+40.4 pts vs S&P	Filing for UNH on Feb 5, 2026
NETCloudflare, Inc.	Sale (full)$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 4, 2026	▲ 64.0%+53.2 pts vs S&P	Filing for NET on Feb 4, 2026
XOMExxonMobil	Purchase$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 4, 2026	▲ 22.8%+12.0 pts vs S&P	Filing for XOM on Feb 4, 2026
FICOFair Isaac	Sale (full)$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 4, 2026	▼ 47.6%−58.3 pts vs S&P	Filing for FICO on Feb 4, 2026
MRKMerck & Co.	Purchase$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 4, 2026	▲ 23.9%+13.2 pts vs S&P	Filing for MRK on Feb 4, 2026
XOMExxonMobil	Purchase$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 2, 2026	▲ 30.9%+21.6 pts vs S&P	Filing for XOM on Feb 2, 2026
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 2, 2026	▲ 24.1%+14.8 pts vs S&P	Filing for MSFT on Feb 2, 2026
MNSTMonster Beverage	Purchase$1,001 - $15,000 · Joint	Mar 16, 2026	Feb 2, 2026	▲ 17.1%+7.8 pts vs S&P	Filing for MNST on Feb 2, 2026
NOWServiceNow	Sale (full)$1,001 - $15,000 · Joint	Feb 26, 2026	Jan 30, 2026	▼ 7.1%−16.9 pts vs S&P	Filing for NOW on Jan 30, 2026
UBERUber	Sale (partial)$1,001 - $15,000 · Joint	Feb 26, 2026	Jan 30, 2026	▼ 16.4%−26.3 pts vs S&P	Filing for UBER on Jan 30, 2026
GILDGilead Sciences	Purchase$1,001 - $15,000 · Joint	Feb 26, 2026	Jan 27, 2026	▲ 21.6%+12.3 pts vs S&P	Filing for GILD on Jan 27, 2026
ICEIntercontinental Exchange	Purchase$1,001 - $15,000 · Joint	Feb 26, 2026	Jan 26, 2026	▼ 1.6%−11.3 pts vs S&P	Filing for ICE on Jan 26, 2026
SNDRSchneider National, Inc.	Sale (full)$1,001 - $15,000 · Joint	Feb 26, 2026	Jan 26, 2026	▼ 0.6%−10.3 pts vs S&P	Filing for SNDR on Jan 26, 2026
NOWServiceNow	Sale (partial)$1,001 - $15,000 · Joint	Jan 14, 2026	Dec 17, 2025	▼ 30.5%−44.1 pts vs S&P	Filing for NOW on Dec 17, 2025
LNGCheniere Energy, Inc.	Sale (full)$1,001 - $15,000 · Joint	Jan 14, 2026	Dec 12, 2025	▲ 66.2%+54.4 pts vs S&P	Filing for LNG on Dec 12, 2025
UBERUber	Sale (partial)$1,001 - $15,000 · Joint	Jan 14, 2026	Dec 11, 2025	▼ 21.7%−32.3 pts vs S&P	Filing for UBER on Dec 11, 2025
APDAir Products	Sale (partial)$15,001 - $50,000 · Joint	Jan 14, 2026	Dec 8, 2025	▲ 36.3%+24.9 pts vs S&P	Filing for APD on Dec 8, 2025
UTZUtz Brands, Inc.	Sale (full)$1,001 - $15,000 · Joint	Jan 14, 2026	Dec 8, 2025	▲ 52.6%+41.2 pts vs S&P	Filing for UTZ on Dec 8, 2025
CVLTCommvault Systems Inc	Sale (full)$1,001 - $15,000 · Joint	Jan 14, 2026	Dec 5, 2025	▲ 33.3%+22.1 pts vs S&P	Filing for CVLT on Dec 5, 2025
BHPBHP Group Ltd	Sale (full)$1,001 - $15,000 · Joint	Dec 29, 2025	Nov 19, 2025	—	Filing for BHP on Nov 19, 2025
EWEdwards Lifesciences	Sale (full)$1,001 - $15,000 · Joint	Dec 29, 2025	Nov 19, 2025	▲ 11.1%−3.9 pts vs S&P	Filing for EW on Nov 19, 2025
FISFidelity National Information Services	Sale (full)$15,001 - $50,000 · Joint	Dec 29, 2025	Nov 19, 2025	▼ 34.7%−49.7 pts vs S&P	Filing for FIS on Nov 19, 2025
HDThe Home Depot	Sale (full)$1,001 - $15,000 · Joint	Dec 29, 2025	Nov 19, 2025	▲ 2.0%−13.0 pts vs S&P	Filing for HD on Nov 19, 2025
HUBSHubspot Inc	Sale (full)$1,001 - $15,000 · Joint	Dec 29, 2025	Nov 19, 2025	▼ 37.4%−52.5 pts vs S&P	Filing for HUBS on Nov 19, 2025
KKRKKR & Co.	Sale (full)$1,001 - $15,000 · Joint	Dec 29, 2025	Nov 19, 2025	▼ 18.1%−33.1 pts vs S&P	Filing for KKR on Nov 19, 2025
CSWCSW Industrials, Inc.	Purchase$1,001 - $15,000 · Joint	Dec 29, 2025	Nov 17, 2025	▲ 17.7%+3.2 pts vs S&P	Filing for CSW on Nov 17, 2025
MMM3M	Sale (partial)$1,001 - $15,000 · Joint	Nov 17, 2025	Oct 20, 2025	▲ 16.3%+2.7 pts vs S&P	Filing for MMM on Oct 20, 2025
NTESNetease, Inc.	Purchase$1,001 - $15,000 · Joint	Nov 17, 2025	Oct 17, 2025	—	Filing for NTES on Oct 17, 2025
NICENice Ltd.	Purchase$1,001 - $15,000 · Joint	Nov 17, 2025	Oct 17, 2025	▼ 18.1%−32.8 pts vs S&P	Filing for NICE on Oct 17, 2025
ICEIntercontinental Exchange	Sale (full)$1,001 - $15,000 · Joint	Nov 17, 2025	Oct 16, 2025	▲ 12.7%−2.6 pts vs S&P	Filing for ICE on Oct 16, 2025
CVLTCommvault Systems Inc	Purchase$1,001 - $15,000 · Joint	Oct 15, 2025	Sep 23, 2025	▼ 15.9%−30.8 pts vs S&P	Filing for CVLT on Sep 23, 2025
BWINBaldwin Insurance Group, Inc.	Sale (full)$1,001 - $15,000 · Joint	Oct 15, 2025	Sep 23, 2025	▲ 7.2%−7.8 pts vs S&P	Filing for BWIN on Sep 23, 2025
IRTIndependence Realty Trust, Inc.	Purchase$1,001 - $15,000 · Joint	Oct 15, 2025	Sep 22, 2025	▼ 7.7%−22.0 pts vs S&P	Filing for IRT on Sep 22, 2025
NTRANatera, Inc.	Purchase$1,001 - $15,000 · Joint	Oct 15, 2025	Sep 22, 2025	▲ 117.8%+103.5 pts vs S&P	Filing for NTRA on Sep 22, 2025
TNDMTandem Diabetes Care Inc	Purchase$1,001 - $15,000 · Joint	Oct 15, 2025	Sep 22, 2025	▲ 35.6%+21.3 pts vs S&P	Filing for TNDM on Sep 22, 2025
TTDTrade Desk, Inc.	Sale (full)$1,001 - $15,000 · Joint	Oct 15, 2025	Sep 11, 2025	▼ 71.5%−87.8 pts vs S&P	Filing for TTD on Sep 11, 2025
ISRGIntuitive Surgical	Sale (partial)$1,001 - $15,000 · Joint	Oct 15, 2025	Sep 3, 2025	▲ 0.1%−18.6 pts vs S&P	Filing for ISRG on Sep 3, 2025
NTRANatera, Inc.	Purchase$1,001 - $15,000 · Joint	Sep 5, 2025	Aug 22, 2025	▲ 135.7%+117.2 pts vs S&P	Filing for NTRA on Aug 22, 2025
IBMIBM	Sale (partial)$1,001 - $15,000 · Joint	Sep 5, 2025	Aug 12, 2025	▲ 8.8%−10.2 pts vs S&P	Filing for IBM on Aug 12, 2025
VVisa Inc.	Sale (partial)$1,001 - $15,000 · Joint	Sep 5, 2025	Aug 12, 2025	▲ 26.0%+7.1 pts vs S&P	Filing for V on Aug 12, 2025
VVisa Inc.	Sale (partial)$1,001 - $15,000 · Joint	Sep 5, 2025	Aug 1, 2025	▲ 25.2%+2.3 pts vs S&P	Filing for V on Aug 1, 2025
WMTWalmart	Sale (partial)$1,001 - $15,000 · Joint	Aug 11, 2025	Jul 28, 2025	▲ 29.2%+9.2 pts vs S&P	Filing for WMT on Jul 28, 2025
IBMIBM	Sale (partial)$1,001 - $15,000 · Joint	Aug 11, 2025	Jul 25, 2025	▼ 1.0%−21.0 pts vs S&P	Filing for IBM on Jul 25, 2025
NTRANatera, Inc.	Sale (partial)$1,001 - $15,000 · Joint	Aug 11, 2025	Jul 22, 2025	▲ 178.9%+157.4 pts vs S&P	Filing for NTRA on Jul 22, 2025
ABTAbbott Laboratories	Sale (partial)$1,001 - $15,000 · Joint	Aug 11, 2025	Jul 18, 2025	▼ 9.1%−30.9 pts vs S&P	Filing for ABT on Jul 18, 2025
IRTIndependence Realty Trust, Inc.	Sale (full)$1,001 - $15,000 · Joint	Aug 11, 2025	Jul 16, 2025	▼ 8.9%−31.4 pts vs S&P	Filing for IRT on Jul 16, 2025
VVisa Inc.	Sale (partial)$1,001 - $15,000 · Joint	Aug 11, 2025	Jul 14, 2025	▲ 21.2%−1.1 pts vs S&P	Filing for V on Jul 14, 2025
VVisa Inc.	Sale (partial)$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 26, 2025	▲ 22.8%−2.1 pts vs S&P	Filing for V on Jun 26, 2025
AVGOBroadcom	Purchase$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 25, 2025	▲ 26.7%+0.8 pts vs S&P	Filing for AVGO on Jun 25, 2025
VVisa Inc.	Sale (partial)$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 25, 2025	▲ 23.1%−2.8 pts vs S&P	Filing for V on Jun 25, 2025
COPConocoPhillips	Sale (partial)$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 24, 2025	▲ 68.2%+42.2 pts vs S&P	Filing for COP on Jun 24, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 24, 2025	▲ 40.2%+14.2 pts vs S&P	Filing for NVDA on Jun 24, 2025
VVisa Inc.	Sale (partial)$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 24, 2025	▲ 20.9%−5.1 pts vs S&P	Filing for V on Jun 24, 2025
CVNACarvana	Purchase$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 20, 2025	▲ 11.4%−17.2 pts vs S&P	Filing for CVNA on Jun 20, 2025
NETCloudflare, Inc.	Purchase$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 20, 2025	▲ 52.6%+24.0 pts vs S&P	Filing for NET on Jun 20, 2025
MCDMcDonald's	Sale (partial)$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 20, 2025	▼ 5.8%−34.5 pts vs S&P	Filing for MCD on Jun 20, 2025
VVisa Inc.	Sale (partial)$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 20, 2025	▲ 25.5%−3.1 pts vs S&P	Filing for V on Jun 20, 2025
INSMInsmed Inc	Purchase$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 16, 2025	▲ 4.0%−23.2 pts vs S&P	Filing for INSM on Jun 16, 2025
CBChubb Limited	Purchase$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 13, 2025	▲ 29.1%+0.7 pts vs S&P	Filing for CB on Jun 13, 2025
TSLATesla, Inc.	Sale (partial)$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 5, 2025	▲ 39.6%+10.3 pts vs S&P	Filing for TSLA on Jun 5, 2025
CRMSalesforce	Sale (full)$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 4, 2025	▼ 14.6%−43.2 pts vs S&P	Filing for CRM on Jun 4, 2025
UNPUnion Pacific Corporation	Sale (full)$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 4, 2025	▲ 42.0%+13.3 pts vs S&P	Filing for UNP on Jun 4, 2025
AKAMAkamai Technologies	Sale (full)$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 3, 2025	▲ 11.3%−17.3 pts vs S&P	Filing for AKAM on Jun 3, 2025
FISFidelity National Information Services	Sale (full)$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 3, 2025	▼ 48.4%−77.0 pts vs S&P	Filing for FIS on Jun 3, 2025
PFEPfizer	Sale (full)$1,001 - $15,000 · Joint	Jul 16, 2025	Jun 3, 2025	▲ 39.6%+11.0 pts vs S&P	Filing for PFE on Jun 3, 2025
TSLATesla, Inc.	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 29, 2025	▲ 10.9%−19.1 pts vs S&P	Filing for TSLA on May 29, 2025
APPApplovin Corp	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 28, 2025	▼ 37.0%−67.4 pts vs S&P	Filing for APP on May 28, 2025
GLWCorning Inc.	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 28, 2025	▲ 159.4%+129.0 pts vs S&P	Filing for GLW on May 28, 2025
UPSUnited Parcel Service	Sale (partial)$1,001 - $15,000 · Joint	Jun 11, 2025	May 28, 2025	▲ 22.3%−8.1 pts vs S&P	Filing for UPS on May 28, 2025
TSLATesla, Inc.	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 27, 2025	▲ 9.5%−20.2 pts vs S&P	Filing for TSLA on May 27, 2025
ZTOZTO Express (cayman) Inc.	Sale (full)$1,001 - $15,000 · Joint	Jun 11, 2025	May 23, 2025	—	Filing for ZTO on May 23, 2025
ABBVAbbVie	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 22, 2025	▲ 63.6%+32.1 pts vs S&P	Filing for ABBV on May 22, 2025
ASMLAsml Holding NV	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 22, 2025	—	Filing for ASML on May 22, 2025
GLWCorning Inc.	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 22, 2025	▲ 164.2%+132.7 pts vs S&P	Filing for GLW on May 22, 2025
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 22, 2025	▲ 15.9%−15.5 pts vs S&P	Filing for MSFT on May 22, 2025
CRMSalesforce	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 22, 2025	▼ 20.7%−52.2 pts vs S&P	Filing for CRM on May 22, 2025
TELTE Connectivity	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 22, 2025	▲ 39.7%+8.2 pts vs S&P	Filing for TEL on May 22, 2025
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 21, 2025	▲ 16.5%−15.0 pts vs S&P	Filing for MSFT on May 21, 2025
TSLATesla, Inc.	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 16, 2025	▲ 13.6%−15.5 pts vs S&P	Filing for TSLA on May 16, 2025
TSLATesla, Inc.	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 15, 2025	▲ 15.9%−13.9 pts vs S&P	Filing for TSLA on May 15, 2025
UBERUber	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 15, 2025	▼ 25.8%−55.6 pts vs S&P	Filing for UBER on May 15, 2025
GILDGilead Sciences	Sale (full)$1,001 - $15,000 · Joint	Jun 11, 2025	May 14, 2025	▲ 77.9%+47.4 pts vs S&P	Filing for GILD on May 14, 2025
LLYLilly (Eli)	Sale (partial)$1,001 - $15,000 · Joint	Jun 11, 2025	May 13, 2025	▲ 90.7%+60.0 pts vs S&P	Filing for LLY on May 13, 2025
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Joint	Jun 11, 2025	May 8, 2025	▲ 81.7%+46.1 pts vs S&P	Filing for GOOGL on May 8, 2025
LLYLilly (Eli)	Purchase$1,001 - $15,000 · Joint	Jun 11, 2025	May 1, 2025	▲ 79.1%+41.9 pts vs S&P	Filing for LLY on May 1, 2025
RTXRTX Corporation	Purchase$1,001 - $15,000 · Joint	May 14, 2025	Apr 23, 2025	▲ 73.5%+30.3 pts vs S&P	Filing for RTX on Apr 23, 2025
LNGCheniere Energy, Inc.	Purchase$1,001 - $15,000 · Joint	May 14, 2025	Apr 22, 2025	▲ 37.9%−7.5 pts vs S&P	Filing for LNG on Apr 22, 2025
DHID. R. Horton	Purchase$1,001 - $15,000 · Joint	May 14, 2025	Apr 21, 2025	▲ 22.5%−26.6 pts vs S&P	Filing for DHI on Apr 21, 2025
HDThe Home Depot	Purchase$1,001 - $15,000 · Joint	May 14, 2025	Apr 21, 2025	▼ 0.5%−49.6 pts vs S&P	Filing for HD on Apr 21, 2025
KKRKKR & Co.	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 21, 2025	▼ 1.3%−50.4 pts vs S&P	Filing for KKR on Apr 21, 2025
ABBVAbbVie	Sale (full)$1,001 - $15,000 · Joint	May 14, 2025	Apr 17, 2025	▲ 72.6%+27.0 pts vs S&P	Filing for ABBV on Apr 17, 2025
AEISAdvanced Energy Industries Inc	Sale (full)$1,001 - $15,000 · Joint	May 14, 2025	Apr 17, 2025	▲ 177.2%+131.6 pts vs S&P	Filing for AEIS on Apr 17, 2025
ASMLAsml Holding NV	Sale (full)$1,001 - $15,000 · Joint	May 14, 2025	Apr 17, 2025	—	Filing for ASML on Apr 17, 2025
CDRECadre Holdings, Inc.	Sale (full)$1,001 - $15,000 · Joint	May 14, 2025	Apr 17, 2025	▲ 3.8%−41.8 pts vs S&P	Filing for CDRE on Apr 17, 2025
GLWCorning Inc.	Sale (full)$15,001 - $50,000 · Joint	May 14, 2025	Apr 17, 2025	▲ 208.9%+163.3 pts vs S&P	Filing for GLW on Apr 17, 2025
EPACEnerpac Tool Group Corp	Sale (full)$1,001 - $15,000 · Joint	May 14, 2025	Apr 17, 2025	▲ 10.3%−35.3 pts vs S&P	Filing for EPAC on Apr 17, 2025
HLMNHillman Solutions Corp.	Sale (full)$1,001 - $15,000 · Joint	May 14, 2025	Apr 17, 2025	▲ 9.5%−36.1 pts vs S&P	Filing for HLMN on Apr 17, 2025
PARPAR Technology Corp	Sale (full)$1,001 - $15,000 · Joint	May 14, 2025	Apr 17, 2025	▼ 67.8%−113.4 pts vs S&P	Filing for PAR on Apr 17, 2025
CRMSalesforce	Sale (full)$1,001 - $15,000 · Joint	May 14, 2025	Apr 17, 2025	▼ 9.1%−54.7 pts vs S&P	Filing for CRM on Apr 17, 2025
SBUXStarbucks	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 17, 2025	▲ 33.0%−12.6 pts vs S&P	Filing for SBUX on Apr 17, 2025
TELTE Connectivity	Sale (full)$15,001 - $50,000 · Joint	May 14, 2025	Apr 17, 2025	▲ 72.5%+26.9 pts vs S&P	Filing for TEL on Apr 17, 2025
TWLOTwilio Inc	Sale (full)$1,001 - $15,000 · Joint	May 14, 2025	Apr 17, 2025	▲ 152.7%+107.1 pts vs S&P	Filing for TWLO on Apr 17, 2025
USPHU S Physical Therapy Inc	Sale (full)$1,001 - $15,000 · Joint	May 14, 2025	Apr 17, 2025	▲ 31.4%−14.2 pts vs S&P	Filing for USPH on Apr 17, 2025
UNPUnion Pacific Corporation	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 17, 2025	▲ 43.2%−2.4 pts vs S&P	Filing for UNP on Apr 17, 2025
APPApplovin Corp	Sale (full)$1,001 - $15,000 · Joint	May 14, 2025	Apr 16, 2025	▲ 7.0%−38.8 pts vs S&P	Filing for APP on Apr 16, 2025
APPApplovin Corp	Sale (full)$1,001 - $15,000 · Joint	May 14, 2025	Apr 14, 2025	▲ 4.2%−38.0 pts vs S&P	Filing for APP on Apr 14, 2025
BXBlackstone Inc.	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 14, 2025	—	Filing for BX on Apr 14, 2025
KKRKKR & Co.	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 14, 2025	▼ 6.2%−48.4 pts vs S&P	Filing for KKR on Apr 14, 2025
ADCAgree Realty Corp	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 0.9%−38.9 pts vs S&P	Filing for ADC on Apr 9, 2025
APDAir Products	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 20.7%−19.1 pts vs S&P	Filing for APD on Apr 9, 2025
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 76.7%+36.9 pts vs S&P	Filing for GOOGL on Apr 9, 2025
ABCBAmeris Bancorp	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 54.3%+14.6 pts vs S&P	Filing for ABCB on Apr 9, 2025
APPFAppfolio Inc	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 1.8%−41.5 pts vs S&P	Filing for APPF on Apr 9, 2025
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 67.5%+27.8 pts vs S&P	Filing for AAPL on Apr 9, 2025
ABGAsbury Automotive Group Inc	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 14.5%−54.2 pts vs S&P	Filing for ABG on Apr 9, 2025
BCPCBalchem Corp	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 11.8%−27.9 pts vs S&P	Filing for BCPC on Apr 9, 2025
BRK.BBerkshire Hathaway	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 6.8%−32.9 pts vs S&P	Filing for BRK.B on Apr 9, 2025
BHPBHP Group Ltd	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	—	Filing for BHP on Apr 9, 2025
BLKBlackRock	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 33.5%−6.2 pts vs S&P	Filing for BLK on Apr 9, 2025
CATYCathay General Bancorp	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 69.0%+29.3 pts vs S&P	Filing for CATY on Apr 9, 2025
CBZCbiz, Inc.	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 27.8%−67.8 pts vs S&P	Filing for CBZ on Apr 9, 2025
SKYChampion Homes, Inc.	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 0.4%−39.4 pts vs S&P	Filing for SKY on Apr 9, 2025
CVXChevron Corporation	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 64.4%+24.7 pts vs S&P	Filing for CVX on Apr 9, 2025
CINFCincinnati Financial	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 42.0%+2.2 pts vs S&P	Filing for CINF on Apr 9, 2025
CSCOCisco	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 82.5%+42.8 pts vs S&P	Filing for CSCO on Apr 9, 2025
KOThe Coca-Cola Company	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 41.3%+1.6 pts vs S&P	Filing for KO on Apr 9, 2025
GLWCorning Inc.	Sale (full)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 196.5%+156.8 pts vs S&P	Filing for GLW on Apr 9, 2025
CCICrown Castle	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 3.0%−42.7 pts vs S&P	Filing for CCI on Apr 9, 2025
DDominion Energy	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 36.3%−3.4 pts vs S&P	Filing for D on Apr 9, 2025
DASHDoorDash	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 3.3%−43.0 pts vs S&P	Filing for DASH on Apr 9, 2025
LLYLilly (Eli)	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 88.7%+49.0 pts vs S&P	Filing for LLY on Apr 9, 2025
FASTFastenal	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 41.9%+2.1 pts vs S&P	Filing for FAST on Apr 9, 2025
FISFidelity National Information Services	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 42.9%−82.6 pts vs S&P	Filing for FIS on Apr 9, 2025
GMEDGlobus Medical Inc	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 7.2%−32.5 pts vs S&P	Filing for GMED on Apr 9, 2025
HLNHaleon plc	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	—	Filing for HLN on Apr 9, 2025
HDBHdfc Bank LTD	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	—	Filing for HDB on Apr 9, 2025
HMNHorace Mann Educators Corp	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 23.9%−15.9 pts vs S&P	Filing for HMN on Apr 9, 2025
HLIHoulihan Lokey, Inc.	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 3.8%−43.5 pts vs S&P	Filing for HLI on Apr 9, 2025
IDAIdacorp Inc	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 31.8%−7.9 pts vs S&P	Filing for IDA on Apr 9, 2025
INSMInsmed Inc	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 56.4%+16.7 pts vs S&P	Filing for INSM on Apr 9, 2025
INTAIntapp, Inc.	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 21.7%−61.4 pts vs S&P	Filing for INTA on Apr 9, 2025
ISRGIntuitive Surgical	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 15.5%−55.3 pts vs S&P	Filing for ISRG on Apr 9, 2025
JNJJohnson & Johnson	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 83.0%+43.3 pts vs S&P	Filing for JNJ on Apr 9, 2025
LOWLowe's	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 1.0%−40.7 pts vs S&P	Filing for LOW on Apr 9, 2025
MTSIMacom Technology Solutions Holdings, Inc.	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 119.8%+80.1 pts vs S&P	Filing for MTSI on Apr 9, 2025
MGYMagnolia Oil & Gas Corp	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 17.1%−22.6 pts vs S&P	Filing for MGY on Apr 9, 2025
MFCManulife Financial Corp	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	—	Filing for MFC on Apr 9, 2025
MAMastercard	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 26.7%−13.0 pts vs S&P	Filing for MA on Apr 9, 2025
MCKMcKesson	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 50.4%+10.6 pts vs S&P	Filing for MCK on Apr 9, 2025
METAMeta Platforms	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 6.2%−33.5 pts vs S&P	Filing for META on Apr 9, 2025
NFLXNetflix	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 33.3%−73.0 pts vs S&P	Filing for NFLX on Apr 9, 2025
NSCNorfolk Southern	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 58.7%+19.0 pts vs S&P	Filing for NSC on Apr 9, 2025
NOCNorthrop Grumman	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 10.0%−29.7 pts vs S&P	Filing for NOC on Apr 9, 2025
NVDANVIDIA Corporation	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 81.3%+41.6 pts vs S&P	Filing for NVDA on Apr 9, 2025
PATKPatrick Industries Inc	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 2.5%−37.2 pts vs S&P	Filing for PATK on Apr 9, 2025
PAYXPaychex	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 15.0%−54.7 pts vs S&P	Filing for PAYX on Apr 9, 2025
PGRProgressive Corporation	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 9.8%−49.5 pts vs S&P	Filing for PGR on Apr 9, 2025
RBCRBC Bearings Inc	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 48.4%+8.7 pts vs S&P	Filing for RBC on Apr 9, 2025
SAPSAP SE	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	—	Filing for SAP on Apr 9, 2025
SHELShell plc	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	—	Filing for SHEL on Apr 9, 2025
SLGNSilgan Holdings Inc	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 12.1%−51.8 pts vs S&P	Filing for SLGN on Apr 9, 2025
SPXCSPX Technologies, Inc.	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 21.5%−18.3 pts vs S&P	Filing for SPXC on Apr 9, 2025
STAGStag Industrial, Inc.	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 23.7%−16.0 pts vs S&P	Filing for STAG on Apr 9, 2025
SBUXStarbucks	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 22.3%−17.4 pts vs S&P	Filing for SBUX on Apr 9, 2025
STRLSterling Infrastructure, Inc.	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 167.7%+128.0 pts vs S&P	Filing for STRL on Apr 9, 2025
SFStifel Financial Corp	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 22.5%−17.2 pts vs S&P	Filing for SF on Apr 9, 2025
TSMTaiwan Semiconductor Manufacturing Co LTD	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	—	Filing for TSM on Apr 9, 2025
TELTE Connectivity	Sale (full)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 66.6%+26.8 pts vs S&P	Filing for TEL on Apr 9, 2025
TXNTexas Instruments	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	—	Filing for TXN on Apr 9, 2025
DSGXDescartes Systems Group Inc	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 11.1%−50.8 pts vs S&P	Filing for DSGX on Apr 9, 2025
UFPIUFP Industries Inc	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▼ 23.3%−63.0 pts vs S&P	Filing for UFPI on Apr 9, 2025
UMBFUMB Financial Corp	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 9, 2025	▲ 47.8%+8.0 pts vs S&P	Filing for UMBF on Apr 9, 2025
SCHWCharles Schwab Corporation	Purchase$1,001 - $15,000 · Joint	May 14, 2025	Apr 7, 2025	▲ 29.5%−22.5 pts vs S&P	Filing for SCHW on Apr 7, 2025
MMM3M	Purchase$1,001 - $15,000 · Joint	May 14, 2025	Apr 5, 2025	▲ 41.3%−10.7 pts vs S&P	Filing for MMM on Apr 5, 2025
BABAAlibaba Group Holding Ltd	Purchase$1,001 - $15,000 · Joint	May 14, 2025	Apr 4, 2025	—	Filing for BABA on Apr 4, 2025
MSFTMicrosoft Corporation	Purchase (option)$50,001 - $100,000 · Joint	May 14, 2025	Apr 4, 2025	—	Filing for MSFT on Apr 4, 2025
ABBVAbbVie	Purchase$1,001 - $15,000 · Joint	May 14, 2025	Apr 3, 2025	▲ 49.5%+6.6 pts vs S&P	Filing for ABBV on Apr 3, 2025
ABBVAbbVie	Purchase$1,001 - $15,000 · Joint	May 14, 2025	Apr 1, 2025	▲ 46.1%+9.5 pts vs S&P	Filing for ABBV on Apr 1, 2025
BRK.BBerkshire Hathaway	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 1, 2025	▲ 4.5%−32.1 pts vs S&P	Filing for BRK.B on Apr 1, 2025
BLKBlackRock	Sale (partial)$1,001 - $15,000 · Joint	May 14, 2025	Apr 1, 2025	▲ 26.9%−9.8 pts vs S&P	Filing for BLK on Apr 1, 2025
SPOTSpotify Technology S.a.	Sale (partial)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 24, 2025	—	Filing for SPOT on Mar 24, 2025
VVisa Inc.	Purchase$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 24, 2025	▲ 23.8%−9.7 pts vs S&P	Filing for V on Mar 24, 2025
AZTAAzenta, Inc.	Sale (full)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 19, 2025	▲ 1.6%−34.0 pts vs S&P	Filing for AZTA on Mar 19, 2025
AVGOBroadcom	Sale (partial)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 19, 2025	▲ 72.4%+36.8 pts vs S&P	Filing for AVGO on Mar 19, 2025
CHRDChord Energy Corp	Sale (partial)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 19, 2025	▲ 40.0%+4.5 pts vs S&P	Filing for CHRD on Mar 19, 2025
DHID. R. Horton	Sale (full)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 19, 2025	▲ 13.5%−22.1 pts vs S&P	Filing for DHI on Mar 19, 2025
FLYWFlywire Corp	Sale (full)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 19, 2025	▲ 86.4%+50.8 pts vs S&P	Filing for FLYW on Mar 19, 2025
HDThe Home Depot	Sale (full)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 19, 2025	▼ 2.3%−37.9 pts vs S&P	Filing for HD on Mar 19, 2025
NOWServiceNow	Sale (partial)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 19, 2025	▼ 35.6%−71.2 pts vs S&P	Filing for NOW on Mar 19, 2025
SHOPShopify Inc.	Sale (partial)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 19, 2025	▲ 41.5%+5.9 pts vs S&P	Filing for SHOP on Mar 19, 2025
SNOWSnowflake Inc.	Sale (full)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 19, 2025	▲ 89.2%+53.6 pts vs S&P	Filing for SNOW on Mar 19, 2025
TNDMTandem Diabetes Care Inc	Sale (full)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 19, 2025	▼ 14.1%−49.7 pts vs S&P	Filing for TNDM on Mar 19, 2025
TSLATesla, Inc.	Sale (partial)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 19, 2025	▲ 68.5%+32.9 pts vs S&P	Filing for TSLA on Mar 19, 2025
WMTWalmart	Purchase$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 17, 2025	▲ 45.0%+9.4 pts vs S&P	Filing for WMT on Mar 17, 2025
APPApplovin Corp	Purchase$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 13, 2025	▼ 9.6%−49.0 pts vs S&P	Filing for APP on Mar 13, 2025
DASHDoorDash	Purchase$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 13, 2025	▲ 2.3%−37.1 pts vs S&P	Filing for DASH on Mar 13, 2025
ASMLAsml Holding NV	Purchase$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 12, 2025	—	Filing for ASML on Mar 12, 2025
WMTWalmart	Purchase$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 11, 2025	▲ 45.0%+6.7 pts vs S&P	Filing for WMT on Mar 11, 2025
LLYLilly (Eli)	Sale (partial)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 10, 2025	▲ 71.4%+34.3 pts vs S&P	Filing for LLY on Mar 10, 2025
IBMIBM	Purchase$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 10, 2025	▲ 0.7%−36.4 pts vs S&P	Filing for IBM on Mar 10, 2025
APDAir Products	Sale (partial)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 7, 2025	▲ 3.7%−29.8 pts vs S&P	Filing for APD on Mar 7, 2025
GILDGilead Sciences	Purchase$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 7, 2025	▲ 50.1%+16.6 pts vs S&P	Filing for GILD on Mar 7, 2025
JNJJohnson & Johnson	Sale (partial)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 7, 2025	▲ 65.7%+32.2 pts vs S&P	Filing for JNJ on Mar 7, 2025
ABTAbbott Laboratories	Sale (partial)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 6, 2025	▼ 16.0%−50.3 pts vs S&P	Filing for ABT on Mar 6, 2025
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 6, 2025	▲ 41.5%+7.3 pts vs S&P	Filing for AAPL on Mar 6, 2025
MAMastercard	Sale (partial)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 6, 2025	▲ 19.0%−15.3 pts vs S&P	Filing for MA on Mar 6, 2025
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 5, 2025	▲ 41.3%+9.4 pts vs S&P	Filing for AAPL on Mar 5, 2025
BKNGBooking Holdings	Purchase$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 5, 2025	▼ 20.9%−52.8 pts vs S&P	Filing for BKNG on Mar 5, 2025
METAMeta Platforms	Purchase$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 5, 2025	▼ 5.2%−37.0 pts vs S&P	Filing for META on Mar 5, 2025
VVisa Inc.	Purchase$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 5, 2025	▲ 20.7%−11.2 pts vs S&P	Filing for V on Mar 5, 2025
BKNGBooking Holdings	Purchase$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 4, 2025	▼ 20.6%−53.9 pts vs S&P	Filing for BKNG on Mar 4, 2025
TSMTaiwan Semiconductor Manufacturing Co LTD	Sale (partial)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 4, 2025	—	Filing for TSM on Mar 4, 2025
PYPLPayPal	Sale (full)$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 3, 2025	▼ 15.3%−47.0 pts vs S&P	Filing for PYPL on Mar 3, 2025
VVisa Inc.	Purchase$1,001 - $15,000 · Joint	Apr 10, 2025	Mar 3, 2025	▲ 17.6%−14.1 pts vs S&P	Filing for V on Mar 3, 2025

What happened to the stocks afterwards

Average of the stock’s return minus the S&P 500’s, across this member’s disclosed trade whose window is complete. Nothing here is a member’s profit.

After	Window	Average excess	Typical (median)	Beat the S&P 500	Trades	From the filing date
Purchases	30 days	+0.5%	+0.3%	51%	1,005	+0.3% (1,005)
Purchases	90 days	+1.1%	−0.5%	49%	1,002	+1.6% (997)
Sales	30 days	+0.4%	+0.1%	51%	1,453	+0.3% (1,451)
Sales	90 days	+0.6%	+0.1%	50%	1,451	+1.0% (1,447)

Excess return is the stock’s move minus the S&P 500’s over the same dates, measured from the close on the trade date, on closing prices adjusted for splits and dividends. Value ranges are wide, filings arrive up to 45 days late, trades by one member in one stock are not independent, and a stock’s move says nothing about what a member earned. A small average over a few trades is noise, not evidence. This is not investment advice. For sales, a positive figure means the stock went on to beat the market after the sale.

Filings

Report filed Oct 7, 2026 2 stock or option trades · AMAT, MCD
Report filed Sep 14, 2026 7 stock or option trades · AMAT, MSFT, RSG, QSR
Report filed Aug 10, 2026 13 stock or option trades · CRWD, CCI, FN, IBM, MNST, NICE, PANW, SAIL
Report filed Jul 7, 2026 7 stock or option trades · ADC, BABA, BKNG, INSM
Report filed Jun 3, 2026 20 stock or option trades · ABT, ABBV, AMD, ADI, BRK.B, FN, INTU, LITE, MU, MSFT, PANW, SNDK
Report filed May 19, 2026 26 stock or option trades · MMM, AMD, ALLY, T, CBZ, DRI, DLTR, FWRG, F, FCX, GS, HDB
Report filed Apr 8, 2026 18 stock or option trades · APD, ALC, CBZ, COLB, CCI, FN, FWRG, HDB, INTA, LZB, MSFT, NTES
Report filed Mar 16, 2026 16 stock or option trades · CVNA, NET, CMI, XOM, FICO, FSS, GEV, INTU, MRK, MSFT, MNST, PANW
Report filed Feb 26, 2026 6 stock or option trades · GILD, ICE, SNDR, NOW, UBER
Report filed Jan 14, 2026 9 stock or option trades · APD, LNG, CVLT, NOW, UBER, UTZ
Report filed Dec 29, 2025 8 stock or option trades · BHP, CSW, EW, FIS, HD, HUBS, KKR
Report filed Nov 17, 2025 4 stock or option trades · MMM, ICE, NTES, NICE
Report filed Oct 15, 2025 10 stock or option trades · CVLT, IRT, ISRG, NTRA, TNDM, BWIN, TTD
Report filed Sep 5, 2025 5 stock or option trades · IBM, NTRA, V
Report filed Aug 11, 2025 7 stock or option trades · ABT, IRT, IBM, NTRA, V, WMT
Report filed Jul 16, 2025 18 stock or option trades · AKAM, AVGO, CVNA, CB, NET, COP, FIS, INSM, MCD, NVDA, PFE, CRM
Report filed Jun 11, 2025 24 stock or option trades · ABBV, GOOGL, APP, ASML, GLW, LLY, GILD, MSFT, CRM, TEL, TSLA, UBER
Report filed May 14, 2025 118 stock or option trades · MMM, ABBV, AEIS, ADC, APD, BABA, GOOGL, ABCB, APPF, AAPL, APP, ABG
Report filed Apr 10, 2025 48 stock or option trades · ABT, APD, AAPL, APP, ASML, AZTA, BKNG, AVGO, CHRD, DHI, DASH, LLY
Report filed Mar 6, 2025 60 stock or option trades · ABT, BABA, ABEV, AAPL, BRK.B, BX, XYZ, AVGO, SCHW, CSCO, DHI, LLY
Report filed Feb 10, 2025 81 stock or option trades · MMM, ABT, BABA, GOOGL, ABEV, ANET, BRK.B, AVGO, CDRE, KO, GLW, DHI
Report filed Jan 14, 2025 55 stock or option trades · BABA, ABEV, AAPL, XYZ, CDRE, KO, DHI, D, ETN, LLY, GBCI, GS
Report filed Dec 5, 2024 37 stock or option trades · APP, COP, DHI, D, ETN, LLY, FOXF, HQY, JNJ, KKR, MELI, MSFT
Report filed Nov 6, 2024 49 stock or option trades · ALG, BABA, ALGM, GOOGL, APPF, AAPL, BRK.B, BX, BKNG, AVGO, CHRD, LLY
Report filed Oct 3, 2024 52 stock or option trades · ALG, ALGM, GOOGL, APH, AAPL, ASML, BNTX, BX, BOOT, AVGO, CELH, CHRD
Report filed Sep 11, 2024 32 stock or option trades · ABT, AMD, APD, AAPL, BRK.B, BNTX, BKNG, KO, ETN, FWRG, GS, JBL
Report filed Aug 15, 2024 57 stock or option trades · MMM, ABT, AMD, ABNB, GOOGL, ABEV, APH, ANET, ATRC, AZO, XYZ, DHI
Report filed Jul 9, 2024 120 stock or option trades · ADBE, AEIS, AMD, APD, ABNB, ALC, ALGT, ABEV, APPF, AAPL, ATRC, BRK.B
Report filed Jun 8, 2024 32 stock or option trades · ALG, ALGN, GOOGL, AMSF, BX, BKNG, LOPE, HLN, INSM, INTA, KKR, LOW
Report filed May 15, 2024 29 stock or option trades · ADBE, ADC, GOOGL, BNTX, CTSH, FICO, FAST, FOXF, FCX, HLMN, INTA, IART
Report filed Apr 7, 2024 33 stock or option trades · ADBE, AMD, ADC, AAPL, BHP, BNTX, XYZ, CBZ, DHI, ETN, FOXF, HCA
Report filed Mar 7, 2024 42 stock or option trades · AMD, BKNG, SCHW, LNG, CHRD, CTSH, DE, LLY, FSLR, FCX, KKR, META
Report filed Feb 15, 2024 37 stock or option trades · AMD, AGIO, APD, ALGM, ALNY, APH, AAPL, ABG, SCHW, CHRD, LOPE, HELE
Report filed Jan 7, 2024 42 stock or option trades · AMD, ALGM, ALNY, GOOGL, BNTX, CELH, COP, DHI, EW, LOPE, HELE, HLI
Report filed Dec 8, 2023 33 stock or option trades · ABBV, ADBE, GOOGL, ANET, ASML, AZO, CELH, DASH, LLY, HCA, INTA, MCK
Report filed Nov 11, 2023 57 stock or option trades · ALG, ALGN, ALGT, ALGM, GOOGL, AAPL, ANET, BCRX, CCI, D, DCO, LLY
Report filed Oct 15, 2023 53 stock or option trades · ALGT, GOOGL, AAPL, ARQT, AZTA, BCRX, AVGO, CCI, CYRX, DXCM, D, LLY
Report filed Sep 16, 2023 32 stock or option trades · GOOGL, AAPL, XYZ, DXCM, ETN, LLY, EFX, FOXF, FCX, MA, META, MSFT
Report filed Aug 21, 2023 56 stock or option trades · ABBV, AMD, GOOGL, AAPL, AORT, ASML, AZTA, SCHW, CTSH, DE, D, EFX
Report filed Jul 11, 2023 42 stock or option trades · ABBV, ADBE, AMD, GOOGL, APH, AAPL, AORT, AZO, AZTA, AVGO, SCHW, D
Report filed Jun 11, 2023 64 stock or option trades · ABBV, ADBE, AMD, ABNB, GOOGL, AMGN, AAPL, BX, AVGO, COF, SCHW, LNG
Report filed May 19, 2023 44 stock or option trades · AMD, GOOGL, AMGN, APPF, AAPL, ARQT, AZO, COF, SCHW, CHDN, CTSH, COP
Report filed Apr 20, 2023 45 stock or option trades · ABBV, ALGN, GOOGL, ABCB, AMGN, APPF, AAPL, ASML, SCHW, KO, COP, CCI
Report filed Mar 17, 2023 58 stock or option trades · ABBV, ADBE, AMD, AMGN, APPF, ADP, AZO, CBZ, KO, DE, LLY, FIVE
Report filed Feb 17, 2023 88 stock or option trades · ABBV, ADBE, ALGN, ALGM, GOOGL, AMGN, AAPL, ADP, AZO, BHP, BLK, BX
Report filed Jan 13, 2023 11 stock or option trades · AMGN, ADP, BX, LLY, FIS, HALO, INSM, RBA, SHLS, SUPN
Report filed Dec 17, 2022 13 stock or option trades · GOOGL, AZO, EL, FLYW, IBM, MAR, MNST, NVDA, TSLA, UNH
Report filed Nov 10, 2022 29 stock or option trades · ABNB, GOOGL, AMGN, AAPL, BHP, BX, SCHW, LNG, CTSH, DE, LLY, EFX
Report filed Oct 16, 2022 25 stock or option trades · ALNY, ADP, BHP, BX, CTSH, DE, DXCM, FIS, FLYW, HCA, MGY, MDB
Report filed Sep 19, 2022 1 stock or option trade · CRNC
Report filed Sep 16, 2022 30 stock or option trades · AAPL, ADP, BCRX, BX, CRNC, KO, HALO, LOW, MSFT, RPD, ROK, SHW
Report filed Aug 29, 2022 27 stock or option trades · GOOGL, AAPL, COF, DE, EFX, FIS, HELE, IBM, INTU, MEDP, MSFT, NOVT
Report filed Aug 13, 2022 1 stock or option trade · INDB
Report filed Jul 22, 2022 34 stock or option trades · AAPL, ARQT, AVNT, COF, DE, EFX, FIS, HCA, INTU, ITT, MFC, MSFT
Report filed Jun 16, 2022 19 stock or option trades · AMGN, BX, CHKP, COP, DE, IBM, MAR, NVDA, REGN, STAG, TGT, TSLA
Report filed May 16, 2022 40 stock or option trades · APD, ALGN, AAPL, BRK.B, BKNG, CRNC, CVX, CTSH, COP, LLY, EL, INTU
Report filed Apr 17, 2022 52 stock or option trades · ABBV, APD, GOOGL, AMGN, AAPL, BIIB, BX, CVNA, CSTL, KO, CTSH, LLY
Report filed Mar 18, 2022 37 stock or option trades · ABBV, AFRM, ALGN, XYZ, KO, ENPH, ETSY, FIS, ICUI, INTC, INTU, LOW
Report filed Feb 18, 2022 33 stock or option trades · ABBV, AMD, ALGN, ASML, BIIB, BOOT, COF, KO, EL, FIS, BEN, FCX
Report filed Jan 10, 2022 29 stock or option trades · AFRM, APD, BABA, AAPL, AZTA, BCPC, BIIB, COF, CCI, HQY, MTCH, META

Holdings and net worth are not shown: members also file annual financial disclosure reports listing what they own, and those are not included here yet. We show only the trades they report.

Source: periodic transaction reports filed with the Clerk of the House of Representatives under the STOCK Act (Senate reports are not included yet). Members report trades by themselves, their spouses and dependent children. Amounts are the value ranges as filed, not exact figures, and a report can be filed up to 45 days after the trade, so the latest trades may not appear yet. Scanned paper reports are linked but not transcribed. By law (5 U.S.C. §13107) these reports may not be used for any commercial purpose other than by news and communications media for dissemination to the general public; we publish them free, as news.

← All trades by members of Congress