Marjorie Taylor Greene: stock trades

Republican, Representative for GA's 14th district. Value ranges as filed, never exact figures.

Activity

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

Marjorie Taylor Greene: purchases and sales per month

Show as a table

Month	Purchases	Sales
Dec 2024	14	0
Jan 2025	54	0
Feb 2025	10	0
Mar 2025	19	0
Apr 2025	40	0
May 2025	80	0
Jun 2025	9	1
Jul 2025	2	0
Aug 2025	16	0
Sep 2025	10	0
Oct 2025	24	0
Nov 2025	4	0
Dec 2025	0	0
Jan 2026	0	0
Feb 2026	0	0
Mar 2026	0	0
Apr 2026	0	0
May 2026	0	0
Jun 2026	0	0
Jul 2026	0	0
Aug 2026	0	0
Sep 2026	0	0
Oct 2026	0	0
Nov 2026	0	0

Trades, 24 months: 283
Purchases: 282
Sales: 1
In 2025: 269

Top sectors

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

Technology29% of trades 139 trades: 135 purchases, 4 sales
Financials14% of trades 66 trades: 65 purchases, 1 sales
Industrials12% of trades 58 trades: 58 purchases, 0 sales
Consumer Discretionary12% of trades 56 trades: 53 purchases, 3 sales
Health Care10% of trades 47 trades: 47 purchases, 0 sales
Communication Services6% of trades 30 trades: 26 purchases, 4 sales

Would copying Marjorie Taylor Greene’s trades have beaten the S&P 500?

Copying Marjorie Taylor Greene’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 February 22, 2021 into $22,046 by November 2, 2026, against $21,102 in the S&P 500: +14.9% a year against +14.1%, with a beta of 1.00. Selling each purchase after 6 months instead would have made +5.3% a year. Six months after each report, the average share purchase was +2.1% against the S&P 500 (median −0.5%), and 48% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was +2.0%. Reports arrived a median of 3 days after the trade.

Copying Marjorie Taylor GreeneS&P 500, buy and hold $10,000 copying Marjorie Taylor Greene’s disclosed holdings from February 22, 2021, 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.

Marjorie Taylor Greene: 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	469	+0.2%	−1.0%	46%	0.22	No reliable evidence
Purchases, 6 months after the report	469	+2.1%	−0.5%	48%	1.71	No reliable evidence
Purchases, 3 months after the trade	469	+0.7%	−0.9%	47%	0.94	No reliable evidence
Purchases, 6 months after the trade	469	+2.0%	−0.2%	48%	1.62	No reliable evidence
Sales, 6 months after the report	13	−0.7%	+2.7%	38%	-0.11	Not enough data

Return a year, copying: +14.9%
S&P 500, same dates: +14.1%
Yearly swing (S&P 500): 18% (17%)
Sharpe ratio (S&P 500): 0.68 (0.66)
Biggest drop (S&P 500): −24% (−25%)
Market sensitivity (beta): 1.00

“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 Marjorie Taylor Greene 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.

Marjorie Taylor Greene: companies traded

AMZNAmazon	15$15,015–$225,000	2$16,002–$65,000	Jan 20, 2021	Oct 24, 2025	▲ 39.9%+1.9 pts vs S&P
AMDAdvanced Micro Devices	15$15,015–$225,000	0	Jan 21, 2021	May 14, 2025	▲ 434.4%+322.6 pts vs S&P
GOOGLAlphabet Inc. (Class A)	12$12,012–$180,000	2$16,002–$65,000	Jan 20, 2021	Sep 11, 2025	▲ 69.7%+31.7 pts vs S&P
TSLATesla, Inc.	14$14,014–$210,000	0	Jan 22, 2021	Oct 15, 2025	▲ 40.8%−71.8 pts vs S&P
UPSUnited Parcel Service	14$28,014–$245,000	0	Jun 10, 2022	Oct 9, 2025	▼ 21.9%−127.3 pts vs S&P
BRK.BBerkshire Hathaway	12$12,012–$180,000	0	Apr 24, 2024	Oct 24, 2025	▲ 37.2%−16.4 pts vs S&P
JPMJPMorgan Chase	12$12,012–$180,000	0	Dec 16, 2021	May 5, 2025	▲ 137.7%+64.9 pts vs S&P
AAPLApple Inc.	9$23,009–$170,000	2$16,002–$65,000	Jan 20, 2021	May 5, 2025	▲ 176.8%+76.7 pts vs S&P
CATCaterpillar Inc.	11$11,011–$165,000	0	Jan 21, 2021	May 5, 2025	▲ 257.5%+145.6 pts vs S&P
NVDANVIDIA Corporation	11$11,011–$165,000	0	Jul 19, 2021	May 14, 2025	▲ 1006.1%+915.8 pts vs S&P
AMATApplied Materials	10$10,010–$150,000	0	Jun 16, 2021	Jun 6, 2025	▲ 190.2%+97.9 pts vs S&P
INTCIntel	10$10,010–$150,000	0	Jul 19, 2021	May 5, 2025	▲ 21.0%−69.4 pts vs S&P
METAMeta Platforms	7$7,007–$105,000	2$16,002–$65,000	Jan 20, 2021	May 14, 2025	▲ 4.6%−30.1 pts vs S&P
NEENextEra Energy	9$9,009–$135,000	0	Apr 16, 2021	Jun 6, 2025	▲ 19.9%−74.5 pts vs S&P
ADBEAdobe Inc.	8$8,008–$120,000	0	Nov 20, 2024	Oct 15, 2025	▼ 50.6%−81.2 pts vs S&P
BXBlackstone Inc.	8$8,008–$120,000	0	Sep 20, 2024	Oct 24, 2025	—
FDXFedEx	8$22,008–$155,000	0	Aug 21, 2024	Aug 28, 2025	▲ 42.3%+4.3 pts vs S&P
GSGoldman Sachs	8$8,008–$120,000	0	Jan 22, 2021	Sep 11, 2025	▲ 253.4%+140.8 pts vs S&P
MSFTMicrosoft Corporation	8$8,008–$120,000	0	Apr 24, 2024	Oct 24, 2025	▲ 30.1%−23.5 pts vs S&P
VVisa Inc.	8$22,008–$155,000	0	Jul 19, 2021	May 5, 2025	▲ 82.1%−8.3 pts vs S&P
ASMLAsml Holding NV	7$7,007–$105,000	0	Jun 24, 2024	Sep 11, 2025	—
HDThe Home Depot	7$21,007–$140,000	0	Jun 10, 2022	Oct 24, 2025	▲ 28.1%−77.4 pts vs S&P
HSYThe Hershey Company	7$7,007–$105,000	0	Apr 24, 2024	May 14, 2025	▼ 3.6%−57.2 pts vs S&P
KMIKinder Morgan	7$7,007–$105,000	0	Jun 16, 2021	Oct 24, 2025	—
LULULululemon Athletica	6$6,006–$90,000	1$1,001–$15,000	Jan 21, 2021	Jun 17, 2025	▼ 69.4%−181.2 pts vs S&P
PANWPalo Alto Networks	7$7,007–$105,000	0	Sep 3, 2024	Oct 24, 2025	▲ 97.6%+57.4 pts vs S&P
QCOMQualcomm	7$7,007–$105,000	0	Apr 16, 2021	May 5, 2025	▲ 33.9%−60.5 pts vs S&P
AMGNAmgen	6$6,006–$90,000	0	Jul 19, 2021	Oct 24, 2025	▲ 120.2%+29.9 pts vs S&P
CAHCardinal Health	6$6,006–$90,000	0	Sep 20, 2024	Oct 24, 2025	▲ 133.4%+97.7 pts vs S&P
COSTCostco	6$20,006–$125,000	0	Jul 19, 2021	Mar 17, 2025	▲ 161.4%+71.1 pts vs S&P
DUKDuke Energy	6$6,006–$90,000	0	Jul 23, 2024	Sep 11, 2025	▲ 27.9%−11.8 pts vs S&P
JNJJohnson & Johnson	6$6,006–$90,000	0	Nov 25, 2024	May 5, 2025	▲ 80.2%+51.1 pts vs S&P
NOWServiceNow	6$6,006–$90,000	0	Jan 21, 2021	Jun 6, 2025	▼ 0.2%−112.0 pts vs S&P
NSCNorfolk Southern	6$6,006–$90,000	0	Dec 24, 2024	May 5, 2025	▲ 48.9%+21.0 pts vs S&P
SOSouthern Company	6$6,006–$90,000	0	May 19, 2021	Aug 28, 2025	▲ 77.6%−19.9 pts vs S&P
ABBVAbbVie	5$5,005–$75,000	0	Jun 16, 2021	Aug 4, 2025	▲ 202.0%+109.7 pts vs S&P
CRWDCrowdStrike	5$5,005–$75,000	0	Jun 24, 2024	Sep 11, 2025	▲ 158.9%+116.3 pts vs S&P
CVXChevron Corporation	5$5,005–$75,000	0	Jun 16, 2021	Oct 24, 2025	▲ 154.8%+62.6 pts vs S&P
DELLDell Technologies	5$5,005–$75,000	0	Jul 23, 2024	May 5, 2025	▲ 234.0%+194.3 pts vs S&P
DLRDigital Realty	5$5,005–$75,000	0	Sep 3, 2024	Sep 11, 2025	▲ 27.4%−12.7 pts vs S&P
GILDGilead Sciences	5$5,005–$75,000	0	Jan 21, 2021	Jun 6, 2025	▲ 210.1%+98.3 pts vs S&P
GLWCorning Inc.	5$5,005–$75,000	0	Jul 23, 2024	May 14, 2025	▲ 196.6%+156.8 pts vs S&P
OXYOccidental Petroleum	5$5,005–$75,000	0	Nov 20, 2024	Oct 24, 2025	▲ 23.4%−7.2 pts vs S&P
DVNDevon Energy	4$4,004–$60,000	0	Jan 21, 2025	May 5, 2025	▲ 36.0%+8.5 pts vs S&P
LLYLilly (Eli)	4$4,004–$60,000	0	Dec 24, 2024	May 14, 2025	▲ 79.1%+51.2 pts vs S&P
LMTLockheed Martin	4$4,004–$60,000	0	Jan 21, 2021	Feb 22, 2022	▲ 120.7%+8.8 pts vs S&P
LRCXLam Research	4$4,004–$60,000	0	Sep 20, 2024	Apr 4, 2025	▲ 201.8%+166.0 pts vs S&P
MELIMercadolibre Inc	4$18,004–$95,000	0	May 5, 2025	Oct 24, 2025	▼ 25.6%−61.7 pts vs S&P
MSMorgan Stanley	4$4,004–$60,000	0	May 5, 2025	Sep 11, 2025	▲ 61.1%+25.1 pts vs S&P
ODFLOld Dominion	4$4,004–$60,000	0	Jan 21, 2025	May 5, 2025	▼ 5.4%−32.9 pts vs S&P
PIImpinj Inc	4$4,004–$60,000	0	Mar 3, 2025	May 14, 2025	▲ 111.4%+79.7 pts vs S&P
PLTRPalantir Technologies Inc.	4$4,004–$60,000	0	Feb 12, 2025	Jul 15, 2025	▲ 49.3%+21.8 pts vs S&P
SCCOSouthern Copper Corp/	4$4,004–$60,000	0	Sep 20, 2024	Apr 8, 2025	—
SCHWCharles Schwab Corporation	4$4,004–$60,000	0	May 21, 2024	May 5, 2025	▲ 16.2%−29.9 pts vs S&P
UNHUnitedHealth Group	4$18,004–$95,000	0	May 14, 2025	Aug 28, 2025	▲ 35.7%+5.2 pts vs S&P
WMTWalmart	4$4,004–$60,000	0	Jan 21, 2021	May 5, 2025	▲ 178.4%+66.5 pts vs S&P
DGDollar General	3$3,003–$45,000	0	Mar 3, 2025	May 14, 2025	▲ 88.2%+56.5 pts vs S&P
DISThe Walt Disney Company	3$3,003–$45,000	0	Aug 31, 2021	Dec 16, 2021	▼ 35.0%−114.2 pts vs S&P
MRKMerck & Co.	3$3,003–$45,000	0	Apr 9, 2025	Aug 28, 2025	▲ 84.2%+44.4 pts vs S&P
NFLXNetflix	3$3,003–$45,000	0	May 14, 2025	Oct 24, 2025	▼ 45.2%−75.7 pts vs S&P

The 60 most traded of 103 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 486 trades; every trade is in the reports below. Click a column heading to sort.

Marjorie Taylor Greene: trades in companies we cover
					Report
ADPAutomatic Data Processing	Purchase$15,001 - $50,000	Nov 13, 2025	Nov 12, 2025	▲ 20.0%+8.5 pts vs S&P	Filing for ADP on Nov 12, 2025
PAYXPaychex	Purchase$15,001 - $50,000	Nov 13, 2025	Nov 12, 2025	▲ 9.1%−2.4 pts vs S&P	Filing for PAYX on Nov 12, 2025
PGProcter & Gamble	Purchase$15,001 - $50,000	Nov 7, 2025	Nov 6, 2025	▲ 13.9%+0.2 pts vs S&P	Filing for PG on Nov 6, 2025
AMZNAmazon	Purchase$1,001 - $15,000	Oct 28, 2025	Oct 24, 2025	▲ 12.4%−0.1 pts vs S&P	Filing for AMZN on Oct 24, 2025
AMGNAmgen	Purchase$1,001 - $15,000	Oct 28, 2025	Oct 24, 2025	▲ 62.5%+50.0 pts vs S&P	Filing for AMGN on Oct 24, 2025
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000	Oct 28, 2025	Oct 24, 2025	▲ 13.2%+0.7 pts vs S&P	Filing for BRK.B on Oct 24, 2025
BXBlackstone Inc.	Purchase$1,001 - $15,000	Oct 28, 2025	Oct 24, 2025	—	Filing for BX on Oct 24, 2025
CAHCardinal Health	Purchase$1,001 - $15,000	Oct 28, 2025	Oct 24, 2025	▲ 58.3%+45.7 pts vs S&P	Filing for CAH on Oct 24, 2025
CVXChevron Corporation	Purchase$1,001 - $15,000	Oct 28, 2025	Oct 24, 2025	▲ 50.8%+38.3 pts vs S&P	Filing for CVX on Oct 24, 2025
HDThe Home Depot	Purchase$1,001 - $15,000	Oct 28, 2025	Oct 24, 2025	▼ 11.8%−24.3 pts vs S&P	Filing for HD on Oct 24, 2025
KMIKinder Morgan	Purchase$1,001 - $15,000	Oct 28, 2025	Oct 24, 2025	—	Filing for KMI on Oct 24, 2025
MELIMercadolibre Inc	Purchase$1,001 - $15,000	Oct 28, 2025	Oct 24, 2025	▼ 22.7%−35.2 pts vs S&P	Filing for MELI on Oct 24, 2025
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Oct 28, 2025	Oct 24, 2025	▲ 0.5%−12.0 pts vs S&P	Filing for MSFT on Oct 24, 2025
NFLXNetflix	Purchase$1,001 - $15,000	Oct 28, 2025	Oct 24, 2025	▼ 42.4%−54.9 pts vs S&P	Filing for NFLX on Oct 24, 2025
OXYOccidental Petroleum	Purchase$1,001 - $15,000	Oct 28, 2025	Oct 24, 2025	▲ 44.6%+32.1 pts vs S&P	Filing for OXY on Oct 24, 2025
PANWPalo Alto Networks	Purchase$1,001 - $15,000	Oct 28, 2025	Oct 24, 2025	▲ 61.6%+49.0 pts vs S&P	Filing for PANW on Oct 24, 2025
ADBEAdobe Inc.	Purchase$1,001 - $15,000	Oct 20, 2025	Oct 15, 2025	▼ 25.3%−39.9 pts vs S&P	Filing for ADBE on Oct 15, 2025
AMZNAmazon	Purchase$1,001 - $15,000	Oct 20, 2025	Oct 15, 2025	▲ 16.9%+2.3 pts vs S&P	Filing for AMZN on Oct 15, 2025
EXCExelon	Purchase$1,001 - $15,000	Oct 20, 2025	Oct 15, 2025	▼ 1.1%−15.7 pts vs S&P	Filing for EXC on Oct 15, 2025
NVONovo Nordisk A S	Purchase$1,001 - $15,000	Oct 20, 2025	Oct 15, 2025	—	Filing for NVO on Oct 15, 2025
TSLATesla, Inc.	Purchase$1,001 - $15,000	Oct 20, 2025	Oct 15, 2025	▼ 8.7%−23.3 pts vs S&P	Filing for TSLA on Oct 15, 2025
AMZNAmazon	Purchase$1,001 - $15,000	Oct 20, 2025	Oct 9, 2025	▲ 10.7%−2.9 pts vs S&P	Filing for AMZN on Oct 9, 2025
UPSUnited Parcel Service	Purchase$1,001 - $15,000	Oct 20, 2025	Oct 9, 2025	▲ 36.2%+22.6 pts vs S&P	Filing for UPS on Oct 9, 2025
ADBEAdobe Inc.	Purchase$1,001 - $15,000	Sep 27, 2025	Sep 11, 2025	▼ 29.6%−45.8 pts vs S&P	Filing for ADBE on Sep 11, 2025
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Sep 27, 2025	Sep 11, 2025	▲ 16.4%+0.2 pts vs S&P	Filing for GOOGL on Sep 11, 2025
AMGNAmgen	Purchase$1,001 - $15,000	Sep 27, 2025	Sep 11, 2025	▲ 67.7%+51.5 pts vs S&P	Filing for AMGN on Sep 11, 2025
ASMLAsml Holding NV	Purchase$1,001 - $15,000	Sep 27, 2025	Sep 11, 2025	—	Filing for ASML on Sep 11, 2025
CRWDCrowdStrike	Purchase$1,001 - $15,000	Sep 27, 2025	Sep 11, 2025	▲ 125.8%+109.5 pts vs S&P	Filing for CRWD on Sep 11, 2025
DLRDigital Realty	Purchase$1,001 - $15,000	Sep 27, 2025	Sep 11, 2025	▲ 6.1%−10.1 pts vs S&P	Filing for DLR on Sep 11, 2025
DUKDuke Energy	Purchase$1,001 - $15,000	Sep 27, 2025	Sep 11, 2025	▲ 7.2%−9.0 pts vs S&P	Filing for DUK on Sep 11, 2025
GSGoldman Sachs	Purchase$1,001 - $15,000	Sep 27, 2025	Sep 11, 2025	▲ 16.3%+0.1 pts vs S&P	Filing for GS on Sep 11, 2025
MSMorgan Stanley	Purchase$1,001 - $15,000	Sep 27, 2025	Sep 11, 2025	▲ 22.3%+6.1 pts vs S&P	Filing for MS on Sep 11, 2025
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Aug 29, 2025	Aug 28, 2025	▲ 32.3%+14.5 pts vs S&P	Filing for GOOGL on Aug 28, 2025
EXCExelon	Purchase$15,001 - $50,000	Aug 29, 2025	Aug 28, 2025	▲ 8.1%−9.7 pts vs S&P	Filing for EXC on Aug 28, 2025
FDXFedEx	Purchase$15,001 - $50,000	Aug 29, 2025	Aug 28, 2025	▲ 75.6%+57.8 pts vs S&P	Filing for FDX on Aug 28, 2025
MELIMercadolibre Inc	Purchase$1,001 - $15,000	Aug 29, 2025	Aug 28, 2025	▼ 32.4%−50.2 pts vs S&P	Filing for MELI on Aug 28, 2025
MRKMerck & Co.	Purchase$1,001 - $15,000	Aug 29, 2025	Aug 28, 2025	▲ 79.5%+61.7 pts vs S&P	Filing for MRK on Aug 28, 2025
MSMorgan Stanley	Purchase$1,001 - $15,000	Aug 29, 2025	Aug 28, 2025	▲ 27.4%+9.7 pts vs S&P	Filing for MS on Aug 28, 2025
NVONovo Nordisk A S	Purchase$1,001 - $15,000	Aug 29, 2025	Aug 28, 2025	—	Filing for NVO on Aug 28, 2025
PEPPepsiCo	Purchase$1,001 - $15,000	Aug 29, 2025	Aug 28, 2025	▼ 1.8%−19.5 pts vs S&P	Filing for PEP on Aug 28, 2025
RHPRyman Hospitality Properties, Inc.	Purchase$15,001 - $50,000	Aug 29, 2025	Aug 28, 2025	▲ 45.3%+27.5 pts vs S&P	Filing for RHP on Aug 28, 2025
SOSouthern Company	Purchase$1,001 - $15,000	Aug 29, 2025	Aug 28, 2025	▲ 4.9%−12.9 pts vs S&P	Filing for SO on Aug 28, 2025
UPSUnited Parcel Service	Purchase$1,001 - $15,000	Aug 29, 2025	Aug 28, 2025	▲ 33.1%+15.3 pts vs S&P	Filing for UPS on Aug 28, 2025
UNHUnitedHealth Group	Purchase$1,001 - $15,000	Aug 29, 2025	Aug 28, 2025	▲ 37.3%+19.5 pts vs S&P	Filing for UNH on Aug 28, 2025
NVONovo Nordisk A S	Purchase$15,001 - $50,000	Aug 20, 2025	Aug 19, 2025	—	Filing for NVO on Aug 19, 2025
ABBVAbbVie	Purchase$1,001 - $15,000	Aug 15, 2025	Aug 4, 2025	▲ 50.1%+29.1 pts vs S&P	Filing for ABBV on Aug 4, 2025
UPSUnited Parcel Service	Purchase$1,001 - $15,000	Aug 15, 2025	Aug 4, 2025	▲ 39.2%+18.1 pts vs S&P	Filing for UPS on Aug 4, 2025
UNHUnitedHealth Group	Purchase$1,001 - $15,000	Aug 15, 2025	Aug 4, 2025	▲ 72.2%+51.1 pts vs S&P	Filing for UNH on Aug 4, 2025
PLTRPalantir Technologies Inc.	Purchase$1,001 - $15,000	Jul 22, 2025	Jul 15, 2025	▲ 17.9%−4.9 pts vs S&P	Filing for PLTR on Jul 15, 2025
PEPPepsiCo	Purchase$1,001 - $15,000	Jul 22, 2025	Jul 15, 2025	▲ 7.9%−14.9 pts vs S&P	Filing for PEP on Jul 15, 2025
LULULululemon Athletica	Sale (full)$1,001 - $15,000	Jun 23, 2025	Jun 17, 2025	▼ 54.5%−82.8 pts vs S&P	Filing for LULU on Jun 17, 2025
SNOWSnowflake Inc.	Purchase$1,001 - $15,000	Jun 23, 2025	Jun 17, 2025	▲ 40.9%+12.6 pts vs S&P	Filing for SNOW on Jun 17, 2025
TSCOTractor Supply	Purchase$1,001 - $15,000	Jun 23, 2025	Jun 17, 2025	▼ 29.8%−58.1 pts vs S&P	Filing for TSCO on Jun 17, 2025
ADBEAdobe Inc.	Purchase$1,001 - $15,000	Jun 18, 2025	Jun 6, 2025	▼ 40.8%−68.7 pts vs S&P	Filing for ADBE on Jun 6, 2025
AMATApplied Materials	Purchase$1,001 - $15,000	Jun 18, 2025	Jun 6, 2025	▲ 130.2%+102.3 pts vs S&P	Filing for AMAT on Jun 6, 2025
GILDGilead Sciences	Purchase$1,001 - $15,000	Jun 18, 2025	Jun 6, 2025	▲ 55.6%+27.7 pts vs S&P	Filing for GILD on Jun 6, 2025
NFLXNetflix	Purchase$1,001 - $15,000	Jun 18, 2025	Jun 6, 2025	▼ 49.2%−77.2 pts vs S&P	Filing for NFLX on Jun 6, 2025
NEENextEra Energy	Purchase$1,001 - $15,000	Jun 18, 2025	Jun 6, 2025	▲ 20.8%−7.2 pts vs S&P	Filing for NEE on Jun 6, 2025
NOWServiceNow	Purchase$1,001 - $15,000	Jun 18, 2025	Jun 6, 2025	▼ 47.3%−75.2 pts vs S&P	Filing for NOW on Jun 6, 2025
SNOWSnowflake Inc.	Purchase$1,001 - $15,000	Jun 18, 2025	Jun 6, 2025	▲ 39.9%+12.0 pts vs S&P	Filing for SNOW on Jun 6, 2025
UNHUnitedHealth Group	Purchase$1,001 - $15,000	May 19, 2025	May 16, 2025	▲ 43.2%+14.2 pts vs S&P	Filing for UNH on May 16, 2025
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▲ 315.5%+285.1 pts vs S&P	Filing for AMD on May 14, 2025
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▲ 69.5%+39.1 pts vs S&P	Filing for GOOGL on May 14, 2025
AMGNAmgen	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▲ 83.9%+53.4 pts vs S&P	Filing for AMGN on May 14, 2025
BXBlackstone Inc.	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	—	Filing for BX on May 14, 2025
CAHCardinal Health	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▲ 73.7%+43.3 pts vs S&P	Filing for CAH on May 14, 2025
CVXChevron Corporation	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▲ 69.5%+39.0 pts vs S&P	Filing for CVX on May 14, 2025
GLWCorning Inc.	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▲ 172.9%+142.4 pts vs S&P	Filing for GLW on May 14, 2025
DGDollar General	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▲ 53.3%+22.8 pts vs S&P	Filing for DG on May 14, 2025
LLYLilly (Eli)	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▲ 98.8%+68.3 pts vs S&P	Filing for LLY on May 14, 2025
PIImpinj Inc	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▲ 52.7%+22.2 pts vs S&P	Filing for PI on May 14, 2025
MELIMercadolibre Inc	Purchase$15,001 - $50,000	May 19, 2025	May 14, 2025	▼ 34.9%−65.3 pts vs S&P	Filing for MELI on May 14, 2025
METAMeta Platforms	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▼ 5.7%−36.1 pts vs S&P	Filing for META on May 14, 2025
MSMorgan Stanley	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▲ 47.1%+16.6 pts vs S&P	Filing for MS on May 14, 2025
NFLXNetflix	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▼ 45.2%−75.7 pts vs S&P	Filing for NFLX on May 14, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▲ 53.2%+22.7 pts vs S&P	Filing for NVDA on May 14, 2025
NOWServiceNow	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▼ 47.1%−77.5 pts vs S&P	Filing for NOW on May 14, 2025
TSLATesla, Inc.	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▲ 14.3%−16.2 pts vs S&P	Filing for TSLA on May 14, 2025
HSYThe Hershey Company	Purchase$1,001 - $15,000	May 19, 2025	May 14, 2025	▲ 8.8%−21.7 pts vs S&P	Filing for HSY on May 14, 2025
UNHUnitedHealth Group	Purchase$15,001 - $50,000	May 19, 2025	May 14, 2025	▲ 35.7%+5.2 pts vs S&P	Filing for UNH on May 14, 2025
ABBVAbbVie	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 52.3%+16.3 pts vs S&P	Filing for ABBV on May 5, 2025
ADBEAdobe Inc.	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▼ 35.2%−71.2 pts vs S&P	Filing for ADBE on May 5, 2025
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 386.3%+350.3 pts vs S&P	Filing for AMD on May 5, 2025
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 70.8%+34.7 pts vs S&P	Filing for GOOGL on May 5, 2025
AMZNAmazon	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 35.2%−0.8 pts vs S&P	Filing for AMZN on May 5, 2025
AXPAmerican Express	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 18.8%−17.3 pts vs S&P	Filing for AXP on May 5, 2025
AMGNAmgen	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 72.2%+36.2 pts vs S&P	Filing for AMGN on May 5, 2025
AAPLApple Inc.	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 67.5%+31.4 pts vs S&P	Filing for AAPL on May 5, 2025
AMATApplied Materials	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 149.0%+113.0 pts vs S&P	Filing for AMAT on May 5, 2025
BACBank of America	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 24.3%−11.7 pts vs S&P	Filing for BAC on May 5, 2025
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 8.8%−27.3 pts vs S&P	Filing for BRK.B on May 5, 2025
BHPBHP Group Ltd	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	—	Filing for BHP on May 5, 2025
BXBlackstone Inc.	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	—	Filing for BX on May 5, 2025
BABoeing	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▼ 6.8%−42.9 pts vs S&P	Filing for BA on May 5, 2025
AVGOBroadcom	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 67.4%+31.4 pts vs S&P	Filing for AVGO on May 5, 2025
CAHCardinal Health	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 69.6%+33.6 pts vs S&P	Filing for CAH on May 5, 2025
CATCaterpillar Inc.	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 95.7%+59.6 pts vs S&P	Filing for CAT on May 5, 2025
SCHWCharles Schwab Corporation	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 8.8%−27.3 pts vs S&P	Filing for SCHW on May 5, 2025
CVXChevron Corporation	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 77.2%+41.1 pts vs S&P	Filing for CVX on May 5, 2025
GLWCorning Inc.	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 182.5%+146.4 pts vs S&P	Filing for GLW on May 5, 2025
CMICummins	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 70.7%+34.7 pts vs S&P	Filing for CMI on May 5, 2025
DELLDell Technologies	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 339.3%+303.3 pts vs S&P	Filing for DELL on May 5, 2025
DVNDevon Energy	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 61.9%+25.9 pts vs S&P	Filing for DVN on May 5, 2025
DLRDigital Realty	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 12.0%−24.0 pts vs S&P	Filing for DLR on May 5, 2025
DUKDuke Energy	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 10.4%−25.7 pts vs S&P	Filing for DUK on May 5, 2025
LLYLilly (Eli)	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 73.2%+37.1 pts vs S&P	Filing for LLY on May 5, 2025
FDXFedEx	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 88.3%+52.3 pts vs S&P	Filing for FDX on May 5, 2025
FROFrontline plc	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	—	Filing for FRO on May 5, 2025
GILDGilead Sciences	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 70.2%+34.2 pts vs S&P	Filing for GILD on May 5, 2025
GILDGilead Sciences	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 70.2%+34.2 pts vs S&P	Filing for GILD on May 5, 2025
GSGoldman Sachs	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 64.8%+28.8 pts vs S&P	Filing for GS on May 5, 2025
HDThe Home Depot	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▼ 4.5%−40.6 pts vs S&P	Filing for HD on May 5, 2025
PIImpinj Inc	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 88.3%+52.3 pts vs S&P	Filing for PI on May 5, 2025
INTCIntel	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 198.4%+162.3 pts vs S&P	Filing for INTC on May 5, 2025
JNJJohnson & Johnson	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 78.2%+42.2 pts vs S&P	Filing for JNJ on May 5, 2025
JPMJPMorgan Chase	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 37.3%+1.2 pts vs S&P	Filing for JPM on May 5, 2025
KMIKinder Morgan	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	—	Filing for KMI on May 5, 2025
MELIMercadolibre Inc	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▼ 25.6%−61.7 pts vs S&P	Filing for MELI on May 5, 2025
MRKMerck & Co.	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 82.1%+46.1 pts vs S&P	Filing for MRK on May 5, 2025
METAMeta Platforms	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 3.8%−32.2 pts vs S&P	Filing for META on May 5, 2025
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 21.1%−14.9 pts vs S&P	Filing for MSFT on May 5, 2025
MSMorgan Stanley	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 61.1%+25.1 pts vs S&P	Filing for MS on May 5, 2025
NEENextEra Energy	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 32.9%−3.1 pts vs S&P	Filing for NEE on May 5, 2025
NSCNorfolk Southern	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 57.6%+21.5 pts vs S&P	Filing for NSC on May 5, 2025
NSCNorfolk Southern	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 57.6%+21.5 pts vs S&P	Filing for NSC on May 5, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 82.1%+46.1 pts vs S&P	Filing for NVDA on May 5, 2025
OXYOccidental Petroleum	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 60.4%+24.3 pts vs S&P	Filing for OXY on May 5, 2025
OXYOccidental Petroleum	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 60.4%+24.3 pts vs S&P	Filing for OXY on May 5, 2025
ODFLOld Dominion	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 15.1%−20.9 pts vs S&P	Filing for ODFL on May 5, 2025
PANWPalo Alto Networks	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 86.5%+50.4 pts vs S&P	Filing for PANW on May 5, 2025
PAYXPaychex	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▼ 16.9%−52.9 pts vs S&P	Filing for PAYX on May 5, 2025
QCOMQualcomm	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 21.8%−14.2 pts vs S&P	Filing for QCOM on May 5, 2025
NOWServiceNow	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▼ 44.4%−80.5 pts vs S&P	Filing for NOW on May 5, 2025
SBUXStarbucks	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 32.8%−3.2 pts vs S&P	Filing for SBUX on May 5, 2025
TSLATesla, Inc.	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 41.8%+5.8 pts vs S&P	Filing for TSLA on May 5, 2025
HSYThe Hershey Company	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 5.5%−30.5 pts vs S&P	Filing for HSY on May 5, 2025
UPSUnited Parcel Service	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 25.8%−10.2 pts vs S&P	Filing for UPS on May 5, 2025
VVisa Inc.	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 22.1%−13.9 pts vs S&P	Filing for V on May 5, 2025
WMTWalmart	Purchase$1,001 - $15,000	May 6, 2025	May 5, 2025	▲ 27.3%−8.7 pts vs S&P	Filing for WMT on May 5, 2025
ADBEAdobe Inc.	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 9, 2025	▼ 32.3%−72.0 pts vs S&P	Filing for ADBE on Apr 9, 2025
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 9, 2025	▲ 405.1%+365.4 pts vs S&P	Filing for AMD on Apr 9, 2025
AAPLApple Inc.	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 9, 2025	▲ 67.5%+27.8 pts vs S&P	Filing for AAPL on Apr 9, 2025
AMATApplied Materials	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 9, 2025	▲ 157.1%+117.4 pts vs S&P	Filing for AMAT on Apr 9, 2025
ASMLAsml Holding NV	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 9, 2025	—	Filing for ASML on Apr 9, 2025
CMICummins	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 9, 2025	▲ 74.0%+34.3 pts vs S&P	Filing for CMI on Apr 9, 2025
DVNDevon Energy	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 9, 2025	▲ 59.6%+19.9 pts vs S&P	Filing for DVN on Apr 9, 2025
MRKMerck & Co.	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 9, 2025	▲ 84.2%+44.4 pts vs S&P	Filing for MRK on Apr 9, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 9, 2025	▲ 81.3%+41.6 pts vs S&P	Filing for NVDA on Apr 9, 2025
PLTRPalantir Technologies Inc.	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 9, 2025	▲ 90.4%+50.7 pts vs S&P	Filing for PLTR on Apr 9, 2025
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 8, 2025	▲ 525.4%+471.0 pts vs S&P	Filing for AMD on Apr 8, 2025
AMZNAmazon	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 8, 2025	▲ 47.6%−6.8 pts vs S&P	Filing for AMZN on Apr 8, 2025
BXBlackstone Inc.	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 8, 2025	—	Filing for BX on Apr 8, 2025
FDXFedEx	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 8, 2025	▲ 106.3%+51.9 pts vs S&P	Filing for FDX on Apr 8, 2025
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 8, 2025	▲ 59.8%+5.4 pts vs S&P	Filing for JPM on Apr 8, 2025
LULULululemon Athletica	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 8, 2025	▼ 56.8%−111.2 pts vs S&P	Filing for LULU on Apr 8, 2025
NKENike, Inc.	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 8, 2025	▼ 25.0%−79.4 pts vs S&P	Filing for NKE on Apr 8, 2025
PLTRPalantir Technologies Inc.	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 8, 2025	▲ 126.6%+72.2 pts vs S&P	Filing for PLTR on Apr 8, 2025
QCOMQualcomm	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 8, 2025	▲ 36.2%−18.2 pts vs S&P	Filing for QCOM on Apr 8, 2025
SCCOSouthern Copper Corp/	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 8, 2025	—	Filing for SCCO on Apr 8, 2025
TSLATesla, Inc.	Purchase$1,001 - $15,000	Apr 11, 2025	Apr 8, 2025	▲ 79.1%+24.7 pts vs S&P	Filing for TSLA on Apr 8, 2025
AMZNAmazon	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▲ 47.4%−4.4 pts vs S&P	Filing for AMZN on Apr 4, 2025
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▲ 12.9%−38.8 pts vs S&P	Filing for BRK.B on Apr 4, 2025
CATCaterpillar Inc.	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▲ 120.5%+68.8 pts vs S&P	Filing for CAT on Apr 4, 2025
DELLDell Technologies	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▲ 482.4%+430.7 pts vs S&P	Filing for DELL on Apr 4, 2025
FDXFedEx	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▲ 94.5%+42.8 pts vs S&P	Filing for FDX on Apr 4, 2025
PIImpinj Inc	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▲ 154.0%+102.3 pts vs S&P	Filing for PI on Apr 4, 2025
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▲ 64.8%+13.1 pts vs S&P	Filing for JPM on Apr 4, 2025
LRCXLam Research	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▲ 292.4%+240.7 pts vs S&P	Filing for LRCX on Apr 4, 2025
LULULululemon Athletica	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▼ 59.4%−111.2 pts vs S&P	Filing for LULU on Apr 4, 2025
NKENike, Inc.	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▼ 30.2%−81.9 pts vs S&P	Filing for NKE on Apr 4, 2025
NSCNorfolk Southern	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▲ 67.1%+15.4 pts vs S&P	Filing for NSC on Apr 4, 2025
ODFLOld Dominion	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▲ 18.2%−33.5 pts vs S&P	Filing for ODFL on Apr 4, 2025
QCOMQualcomm	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▲ 33.2%−18.5 pts vs S&P	Filing for QCOM on Apr 4, 2025
RHRH	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▼ 7.4%−59.1 pts vs S&P	Filing for RH on Apr 4, 2025
UPSUnited Parcel Service	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 4, 2025	▲ 23.1%−28.6 pts vs S&P	Filing for UPS on Apr 4, 2025
AAPLApple Inc.	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 3, 2025	▲ 63.9%+21.1 pts vs S&P	Filing for AAPL on Apr 3, 2025
FDXFedEx	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 3, 2025	▲ 89.3%+46.5 pts vs S&P	Filing for FDX on Apr 3, 2025
ODFLOld Dominion	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 3, 2025	▲ 15.4%−27.4 pts vs S&P	Filing for ODFL on Apr 3, 2025
SOSouthern Company	Purchase$1,001 - $15,000	Apr 7, 2025	Apr 3, 2025	▲ 6.3%−36.5 pts vs S&P	Filing for SO on Apr 3, 2025
ABBVAbbVie	Purchase$1,001 - $15,000	Mar 19, 2025	Mar 17, 2025	▲ 40.5%+5.0 pts vs S&P	Filing for ABBV on Mar 17, 2025
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Mar 19, 2025	Mar 17, 2025	▲ 70.7%+35.1 pts vs S&P	Filing for GOOGL on Mar 17, 2025
AAPLApple Inc.	Purchase$1,001 - $15,000	Mar 19, 2025	Mar 17, 2025	▲ 55.6%+20.1 pts vs S&P	Filing for AAPL on Mar 17, 2025
AMATApplied Materials	Purchase$1,001 - $15,000	Mar 19, 2025	Mar 17, 2025	▲ 147.6%+112.1 pts vs S&P	Filing for AMAT on Mar 17, 2025
BXBlackstone Inc.	Purchase$1,001 - $15,000	Mar 19, 2025	Mar 17, 2025	—	Filing for BX on Mar 17, 2025
CAHCardinal Health	Purchase$1,001 - $15,000	Mar 19, 2025	Mar 17, 2025	▲ 99.0%+63.4 pts vs S&P	Filing for CAH on Mar 17, 2025
CATCaterpillar Inc.	Purchase$1,001 - $15,000	Mar 19, 2025	Mar 17, 2025	▲ 85.4%+49.8 pts vs S&P	Filing for CAT on Mar 17, 2025
COSTCostco	Purchase$1,001 - $15,000	Mar 19, 2025	Mar 17, 2025	▲ 12.7%−22.9 pts vs S&P	Filing for COST on Mar 17, 2025
DLRDigital Realty	Purchase$1,001 - $15,000	Mar 19, 2025	Mar 17, 2025	▲ 22.9%−12.7 pts vs S&P	Filing for DLR on Mar 17, 2025
KMIKinder Morgan	Purchase$1,001 - $15,000	Mar 19, 2025	Mar 17, 2025	—	Filing for KMI on Mar 17, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	Mar 19, 2025	Mar 17, 2025	▲ 73.4%+37.9 pts vs S&P	Filing for NVDA on Mar 17, 2025
UPSUnited Parcel Service	Purchase$1,001 - $15,000	Mar 19, 2025	Mar 17, 2025	▲ 1.9%−33.7 pts vs S&P	Filing for UPS on Mar 17, 2025
CRWDCrowdStrike	Purchase$1,001 - $15,000	Mar 9, 2025	Mar 7, 2025	▲ 193.4%+159.9 pts vs S&P	Filing for CRWD on Mar 7, 2025
DGDollar General	Purchase$1,001 - $15,000	Mar 9, 2025	Mar 7, 2025	▲ 65.3%+31.8 pts vs S&P	Filing for DG on Mar 7, 2025
GSGoldman Sachs	Purchase$1,001 - $15,000	Mar 9, 2025	Mar 7, 2025	▲ 64.8%+31.3 pts vs S&P	Filing for GS on Mar 7, 2025
TSLATesla, Inc.	Purchase$1,001 - $15,000	Mar 9, 2025	Mar 7, 2025	▲ 51.3%+17.8 pts vs S&P	Filing for TSLA on Mar 7, 2025
DGDollar General	Purchase$1,001 - $15,000	Mar 9, 2025	Mar 3, 2025	▲ 88.2%+56.5 pts vs S&P	Filing for DG on Mar 3, 2025
PIImpinj Inc	Purchase$1,001 - $15,000	Mar 9, 2025	Mar 3, 2025	▲ 111.4%+79.7 pts vs S&P	Filing for PI on Mar 3, 2025
ADBEAdobe Inc.	Purchase$1,001 - $15,000	Feb 14, 2025	Feb 12, 2025	▼ 46.6%−74.1 pts vs S&P	Filing for ADBE on Feb 12, 2025
AAPLApple Inc.	Purchase$1,001 - $15,000	Feb 14, 2025	Feb 12, 2025	▲ 40.6%+13.2 pts vs S&P	Filing for AAPL on Feb 12, 2025
DVNDevon Energy	Purchase$1,001 - $15,000	Feb 14, 2025	Feb 12, 2025	▲ 47.0%+19.6 pts vs S&P	Filing for DVN on Feb 12, 2025
GSGoldman Sachs	Purchase$1,001 - $15,000	Feb 14, 2025	Feb 12, 2025	▲ 42.8%+15.4 pts vs S&P	Filing for GS on Feb 12, 2025
INTCIntel	Purchase$1,001 - $15,000	Feb 14, 2025	Feb 12, 2025	▲ 169.0%+141.6 pts vs S&P	Filing for INTC on Feb 12, 2025
METAMeta Platforms	Purchase$1,001 - $15,000	Feb 14, 2025	Feb 12, 2025	▼ 14.2%−41.6 pts vs S&P	Filing for META on Feb 12, 2025
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Feb 14, 2025	Feb 12, 2025	▲ 29.4%+2.0 pts vs S&P	Filing for MSFT on Feb 12, 2025
NSCNorfolk Southern	Purchase$1,001 - $15,000	Feb 14, 2025	Feb 12, 2025	▲ 38.8%+11.4 pts vs S&P	Filing for NSC on Feb 12, 2025
PLTRPalantir Technologies Inc.	Purchase$1,001 - $15,000	Feb 14, 2025	Feb 12, 2025	▲ 49.3%+21.8 pts vs S&P	Filing for PLTR on Feb 12, 2025
UPSUnited Parcel Service	Purchase$1,001 - $15,000	Feb 14, 2025	Feb 12, 2025	▲ 6.8%−20.7 pts vs S&P	Filing for UPS on Feb 12, 2025
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 21, 2025	▲ 300.0%+272.5 pts vs S&P	Filing for AMD on Jan 21, 2025
AMZNAmazon	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 21, 2025	▲ 9.2%−18.3 pts vs S&P	Filing for AMZN on Jan 21, 2025
CAHCardinal Health	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 21, 2025	▲ 102.4%+74.9 pts vs S&P	Filing for CAH on Jan 21, 2025
DVNDevon Energy	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 21, 2025	▲ 36.0%+8.5 pts vs S&P	Filing for DVN on Jan 21, 2025
LLYLilly (Eli)	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 21, 2025	▲ 91.9%+64.4 pts vs S&P	Filing for LLY on Jan 21, 2025
KMIKinder Morgan	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 21, 2025	—	Filing for KMI on Jan 21, 2025
METAMeta Platforms	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 21, 2025	▲ 1.0%−26.5 pts vs S&P	Filing for META on Jan 21, 2025
NEENextEra Energy	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 21, 2025	▲ 25.0%−2.5 pts vs S&P	Filing for NEE on Jan 21, 2025
NSCNorfolk Southern	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 21, 2025	▲ 40.7%+13.2 pts vs S&P	Filing for NSC on Jan 21, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 21, 2025	▲ 47.2%+19.7 pts vs S&P	Filing for NVDA on Jan 21, 2025
OXYOccidental Petroleum	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 21, 2025	▲ 23.7%−3.8 pts vs S&P	Filing for OXY on Jan 21, 2025
ODFLOld Dominion	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 21, 2025	▼ 5.4%−32.9 pts vs S&P	Filing for ODFL on Jan 21, 2025
PANWPalo Alto Networks	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 21, 2025	▲ 91.2%+63.7 pts vs S&P	Filing for PANW on Jan 21, 2025
VVisa Inc.	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 21, 2025	▲ 31.8%+4.3 pts vs S&P	Filing for V on Jan 21, 2025
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 301.5%+271.0 pts vs S&P	Filing for AMD on Jan 8, 2025
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 301.5%+271.0 pts vs S&P	Filing for AMD on Jan 8, 2025
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 301.5%+271.0 pts vs S&P	Filing for AMD on Jan 8, 2025
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 301.5%+271.0 pts vs S&P	Filing for AMD on Jan 8, 2025
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 44.7%+14.3 pts vs S&P	Filing for GOOGL on Jan 8, 2025
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 44.7%+14.3 pts vs S&P	Filing for GOOGL on Jan 8, 2025
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 44.7%+14.3 pts vs S&P	Filing for GOOGL on Jan 8, 2025
AMZNAmazon	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 13.4%−17.0 pts vs S&P	Filing for AMZN on Jan 8, 2025
AMZNAmazon	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 13.4%−17.0 pts vs S&P	Filing for AMZN on Jan 8, 2025
AMZNAmazon	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 13.4%−17.0 pts vs S&P	Filing for AMZN on Jan 8, 2025
AMZNAmazon	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 13.4%−17.0 pts vs S&P	Filing for AMZN on Jan 8, 2025
ASMLAsml Holding NV	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	—	Filing for ASML on Jan 8, 2025
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 23.3%−7.1 pts vs S&P	Filing for BRK.B on Jan 8, 2025
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 23.3%−7.1 pts vs S&P	Filing for BRK.B on Jan 8, 2025
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 23.3%−7.1 pts vs S&P	Filing for BRK.B on Jan 8, 2025
CATCaterpillar Inc.	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 76.6%+46.1 pts vs S&P	Filing for CAT on Jan 8, 2025
CATCaterpillar Inc.	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 76.6%+46.1 pts vs S&P	Filing for CAT on Jan 8, 2025
CATCaterpillar Inc.	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 76.6%+46.1 pts vs S&P	Filing for CAT on Jan 8, 2025
HDThe Home Depot	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▼ 10.3%−40.7 pts vs S&P	Filing for HD on Jan 8, 2025
INTCIntel	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 204.2%+173.8 pts vs S&P	Filing for INTC on Jan 8, 2025
INTCIntel	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 204.2%+173.8 pts vs S&P	Filing for INTC on Jan 8, 2025
JNJJohnson & Johnson	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 95.8%+65.3 pts vs S&P	Filing for JNJ on Jan 8, 2025
JNJJohnson & Johnson	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 95.8%+65.3 pts vs S&P	Filing for JNJ on Jan 8, 2025
JNJJohnson & Johnson	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 95.8%+65.3 pts vs S&P	Filing for JNJ on Jan 8, 2025
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 43.5%+13.0 pts vs S&P	Filing for JPM on Jan 8, 2025
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 43.5%+13.0 pts vs S&P	Filing for JPM on Jan 8, 2025
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 43.5%+13.0 pts vs S&P	Filing for JPM on Jan 8, 2025
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 43.5%+13.0 pts vs S&P	Filing for JPM on Jan 8, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 48.0%+17.5 pts vs S&P	Filing for NVDA on Jan 8, 2025
PANWPalo Alto Networks	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 103.0%+72.5 pts vs S&P	Filing for PANW on Jan 8, 2025
PANWPalo Alto Networks	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 103.0%+72.5 pts vs S&P	Filing for PANW on Jan 8, 2025
SCCOSouthern Copper Corp/	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	—	Filing for SCCO on Jan 8, 2025
TSLATesla, Inc.	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 0.6%−29.8 pts vs S&P	Filing for TSLA on Jan 8, 2025
TSLATesla, Inc.	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 0.6%−29.8 pts vs S&P	Filing for TSLA on Jan 8, 2025
TSLATesla, Inc.	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 0.6%−29.8 pts vs S&P	Filing for TSLA on Jan 8, 2025
TSLATesla, Inc.	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 0.6%−29.8 pts vs S&P	Filing for TSLA on Jan 8, 2025
HSYThe Hershey Company	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▲ 9.3%−21.1 pts vs S&P	Filing for HSY on Jan 8, 2025
UPSUnited Parcel Service	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▼ 3.8%−34.2 pts vs S&P	Filing for UPS on Jan 8, 2025
UPSUnited Parcel Service	Purchase$1,001 - $15,000	Jan 27, 2025	Jan 8, 2025	▼ 3.8%−34.2 pts vs S&P	Filing for UPS on Jan 8, 2025
ADBEAdobe Inc.	Purchase$1,001 - $15,000	Dec 27, 2024	Dec 24, 2024	▼ 44.9%−72.8 pts vs S&P	Filing for ADBE on Dec 24, 2024
AMZNAmazon	Purchase$1,001 - $15,000	Dec 27, 2024	Dec 24, 2024	▲ 10.0%−17.9 pts vs S&P	Filing for AMZN on Dec 24, 2024
AMATApplied Materials	Purchase$1,001 - $15,000	Dec 27, 2024	Dec 24, 2024	▲ 129.2%+101.3 pts vs S&P	Filing for AMAT on Dec 24, 2024
CATCaterpillar Inc.	Purchase$1,001 - $15,000	Dec 27, 2024	Dec 24, 2024	▲ 73.5%+45.6 pts vs S&P	Filing for CAT on Dec 24, 2024
DUKDuke Energy	Purchase$1,001 - $15,000	Dec 27, 2024	Dec 24, 2024	▲ 23.4%−4.4 pts vs S&P	Filing for DUK on Dec 24, 2024
LLYLilly (Eli)	Purchase$1,001 - $15,000	Dec 27, 2024	Dec 24, 2024	▲ 79.1%+51.2 pts vs S&P	Filing for LLY on Dec 24, 2024
GILDGilead Sciences	Purchase$1,001 - $15,000	Dec 27, 2024	Dec 24, 2024	▲ 87.6%+59.7 pts vs S&P	Filing for GILD on Dec 24, 2024
JNJJohnson & Johnson	Purchase$1,001 - $15,000	Dec 27, 2024	Dec 24, 2024	▲ 90.9%+63.1 pts vs S&P	Filing for JNJ on Dec 24, 2024
METAMeta Platforms	Purchase$1,001 - $15,000	Dec 27, 2024	Dec 24, 2024	▲ 2.5%−25.4 pts vs S&P	Filing for META on Dec 24, 2024
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Dec 27, 2024	Dec 24, 2024	▲ 20.5%−7.4 pts vs S&P	Filing for MSFT on Dec 24, 2024
NSCNorfolk Southern	Purchase$1,001 - $15,000	Dec 27, 2024	Dec 24, 2024	▲ 48.9%+21.0 pts vs S&P	Filing for NSC on Dec 24, 2024
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	Dec 27, 2024	Dec 24, 2024	▲ 47.9%+20.0 pts vs S&P	Filing for NVDA on Dec 24, 2024
NOWServiceNow	Purchase$1,001 - $15,000	Dec 27, 2024	Dec 24, 2024	▼ 50.8%−78.7 pts vs S&P	Filing for NOW on Dec 24, 2024
HSYThe Hershey Company	Purchase$1,001 - $15,000	Dec 27, 2024	Dec 24, 2024	▲ 4.0%−23.8 pts vs S&P	Filing for HSY on Dec 24, 2024
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	▲ 246.6%+217.5 pts vs S&P	Filing for AMD on Nov 25, 2024
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	▲ 67.6%+38.5 pts vs S&P	Filing for GOOGL on Nov 25, 2024
ASMLAsml Holding NV	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	—	Filing for ASML on Nov 25, 2024
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	▲ 16.7%−12.4 pts vs S&P	Filing for BRK.B on Nov 25, 2024
SCHWCharles Schwab Corporation	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	▲ 11.3%−17.8 pts vs S&P	Filing for SCHW on Nov 25, 2024
COSTCostco	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	▲ 7.6%−21.5 pts vs S&P	Filing for COST on Nov 25, 2024
DUKDuke Energy	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	▲ 17.0%−12.1 pts vs S&P	Filing for DUK on Nov 25, 2024
GSKGSK plc	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	—	Filing for GSK on Nov 25, 2024
HDThe Home Depot	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	▼ 18.5%−47.6 pts vs S&P	Filing for HD on Nov 25, 2024
JNJJohnson & Johnson	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	▲ 80.2%+51.1 pts vs S&P	Filing for JNJ on Nov 25, 2024
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	▲ 40.1%+11.0 pts vs S&P	Filing for JPM on Nov 25, 2024
LRCXLam Research	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	▲ 216.5%+187.4 pts vs S&P	Filing for LRCX on Nov 25, 2024
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	▲ 26.4%−2.7 pts vs S&P	Filing for MSFT on Nov 25, 2024
NEENextEra Energy	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	▲ 15.6%−13.5 pts vs S&P	Filing for NEE on Nov 25, 2024
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	▲ 52.4%+23.3 pts vs S&P	Filing for NVDA on Nov 25, 2024
UPSUnited Parcel Service	Purchase$1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	▼ 11.3%−40.4 pts vs S&P	Filing for UPS on Nov 25, 2024
ABBVAbbVie	Purchase$1,001 - $15,000	Nov 21, 2024	Nov 20, 2024	▲ 81.3%+50.7 pts vs S&P	Filing for ABBV on Nov 20, 2024
ADBEAdobe Inc.	Purchase$1,001 - $15,000	Nov 21, 2024	Nov 20, 2024	▼ 50.6%−81.2 pts vs S&P	Filing for ADBE on Nov 20, 2024
AMZNAmazon	Purchase$1,001 - $15,000	Nov 21, 2024	Nov 20, 2024	▲ 24.2%−6.4 pts vs S&P	Filing for AMZN on Nov 20, 2024
AMATApplied Materials	Purchase$1,001 - $15,000	Nov 21, 2024	Nov 20, 2024	▲ 126.9%+96.2 pts vs S&P	Filing for AMAT on Nov 20, 2024
OXYOccidental Petroleum	Purchase$1,001 - $15,000	Nov 21, 2024	Nov 20, 2024	▲ 23.4%−7.2 pts vs S&P	Filing for OXY on Nov 20, 2024
QCOMQualcomm	Purchase$1,001 - $15,000	Nov 21, 2024	Nov 20, 2024	▲ 11.3%−19.4 pts vs S&P	Filing for QCOM on Nov 20, 2024
SCCOSouthern Copper Corp/	Purchase$1,001 - $15,000	Nov 21, 2024	Nov 20, 2024	—	Filing for SCCO on Nov 20, 2024
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000	Nov 8, 2024	Nov 7, 2024	▲ 21.1%−8.4 pts vs S&P	Filing for BRK.B on Nov 7, 2024
BXBlackstone Inc.	Purchase$1,001 - $15,000	Nov 8, 2024	Nov 7, 2024	—	Filing for BX on Nov 7, 2024
DELLDell Technologies	Purchase$1,001 - $15,000	Nov 8, 2024	Nov 7, 2024	▲ 203.8%+174.3 pts vs S&P	Filing for DELL on Nov 7, 2024

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	+0.4%	−0.4%	48%	435	−0.2% (435)
Purchases	90 days	+0.9%	−1.0%	48%	435	+0.5% (435)
Sales	30 days	+0.9%few trades	−2.5%	33%	12	+0.5% (12)
Sales	90 days	−1.6%few trades	−0.1%	50%	12	−2.4% (12)

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 Dec 16, 2025 0 stock or option trades
Report filed Dec 2, 2025 1 stock or option trade
Report filed Nov 19, 2025 0 stock or option trades
Report filed Nov 13, 2025 2 stock or option trades · ADP, PAYX
Report filed Nov 7, 2025 1 stock or option trade · PG
Report filed Oct 28, 2025 14 stock or option trades · AMZN, AMGN, BRK.B, BX, CAH, CVX, HD, KMI, MELI, MSFT, NFLX, OXY
Report filed Oct 20, 2025 10 stock or option trades · ADBE, AMZN, EXC, NVO, TSLA, UPS
Report filed Sep 27, 2025 10 stock or option trades · ADBE, GOOGL, AMGN, ASML, CRWD, DLR, DUK, GS, MS
Report filed Aug 29, 2025 12 stock or option trades · GOOGL, EXC, FDX, MELI, MRK, MS, NVO, PEP, RHP, SO, UPS, UNH
Report filed Aug 20, 2025 1 stock or option trade · NVO
Report filed Aug 15, 2025 0 stock or option trades
Report filed Aug 15, 2025 3 stock or option trades · ABBV, UPS, UNH
Report filed Jul 22, 2025 2 stock or option trades · PLTR, PEP
Report filed Jun 23, 2025 3 stock or option trades · LULU, SNOW, TSCO
Report filed Jun 18, 2025 7 stock or option trades · ADBE, AMAT, GILD, NFLX, NEE, NOW, SNOW
Report filed May 19, 2025 20 stock or option trades · AMD, GOOGL, AMGN, BX, CAH, CVX, GLW, DG, LLY, PI, MELI, META
Report filed May 6, 2025 60 stock or option trades · ABBV, ADBE, AMD, GOOGL, AMZN, AXP, AMGN, AAPL, AMAT, BAC, BRK.B, BHP
Report filed Apr 11, 2025 21 stock or option trades · ADBE, AMD, AMZN, AAPL, AMAT, ASML, BX, CMI, DVN, FDX, JPM, LULU
Report filed Apr 7, 2025 19 stock or option trades · AMZN, AAPL, BRK.B, CAT, DELL, FDX, PI, JPM, LRCX, LULU, NKE, NSC
Report filed Mar 26, 2025 0 stock or option trades
Report filed Mar 23, 2025 0 stock or option trades
Report filed Mar 19, 2025 12 stock or option trades · ABBV, GOOGL, AAPL, AMAT, BX, CAH, CAT, COST, DLR, KMI, NVDA, UPS
Report filed Mar 9, 2025 7 stock or option trades · CRWD, DG, GS, PI, TSLA
Report filed Feb 14, 2025 10 stock or option trades · ADBE, AAPL, DVN, GS, INTC, META, MSFT, NSC, PLTR, UPS
Report filed Jan 27, 2025 54 stock or option trades · AMD, GOOGL, AMZN, ASML, BRK.B, CAH, CAT, DVN, LLY, HD, INTC, JNJ
Report filed Dec 27, 2024 14 stock or option trades · ADBE, AMZN, AMAT, CAT, DUK, LLY, GILD, JNJ, META, MSFT, NSC, NVDA
Report filed Dec 17, 2024 0 stock or option trades
Report filed Nov 27, 2024 17 stock or option trades · AMD, GOOGL, ASML, BRK.B, SCHW, COST, DUK, GSK, HD, JNJ, JPM, LRCX
Report filed Nov 21, 2024 8 stock or option trades · ABBV, ADBE, AMZN, AMAT, OXY, QCOM, SCCO
Report filed Nov 8, 2024 12 stock or option trades · BRK.B, BX, DELL, FDX, GS, NEE, PANW, NOW, SO, TSLA, HSY, TSCO
Report filed Nov 4, 2024 10 stock or option trades · AMD, AAPL, BRK.B, GLW, DLR, DUK, INTC, META, TSLA, HSY
Report filed Oct 22, 2024 10 stock or option trades · ASML, BRK.B, BX, CAT, HD, INTC, MSFT, TSLA, V
Report filed Oct 10, 2024 0 stock or option trades
Report filed Oct 8, 2024 9 stock or option trades · AMAT, ASML, COST, DELL, FDX, JPM, LRCX, META, V
Report filed Sep 23, 2024 10 stock or option trades · GOOGL, BRK.B, BX, CAH, CRWD, INTC, LRCX, MSFT, SCCO, UPS
Report filed Sep 9, 2024 0 stock or option trades
Report filed Sep 4, 2024 14 stock or option trades · GOOGL, AMZN, AAPL, SCHW, GLW, CRWD, DLR, GSK, LULU, NVDA, PANW, QCOM
Report filed Aug 22, 2024 6 stock or option trades · GOOGL, AMZN, FDX, INTC, KMI, NVDA
Report filed Aug 14, 2024 0 stock or option trades
Report filed Aug 2, 2024 0 stock or option trades
Report filed Jul 24, 2024 6 stock or option trades · AMAT, GLW, DELL, DUK, JPM, UPS
Report filed Jun 27, 2024 6 stock or option trades · ASML, COST, CRWD, LULU, NEE
Report filed May 21, 2024 6 stock or option trades · AMD, AAPL, CAT, SCHW, KMI, SO
Report filed May 9, 2024 0 stock or option trades
Report filed May 1, 2024 7 stock or option trades · BRK.B, GS, HD, MSFT, QCOM, HSY, TSCO
Report filed Jun 20, 2022 9 stock or option trades · COST, GS, HD, INTC, PG, UPS, V
Report filed Mar 7, 2022 10 stock or option trades · AMD, AFL, AMGN, ADP, CAT, CVX, CLX, LMT, NEE
Report filed Jan 20, 2022 4 stock or option trades · JPM, MDT
Report filed Dec 21, 2021 13 stock or option trades · XYZ, JPM, LMT, PAGS, PYPL, PENN, RXT, SO, KHC, TFC, DIS
Report filed Nov 22, 2021 4 stock or option trades · LMT, PYPL, SLVM, DIS
Report filed Oct 26, 2021 1 stock or option trade
Report filed Sep 30, 2021 0 stock or option trades
Report filed Sep 3, 2021 5 stock or option trades · ALB, AMAT, V, DIS
Report filed Aug 9, 2021 2 stock or option trades · CLX, V
Report filed Aug 4, 2021 6 stock or option trades · AMGN, COST, INTC, NVDA, V
Report filed Jun 21, 2021 10 stock or option trades · ABBV, AMAT, T, CVX, IP, KMI, XYZ, TSM
Report filed Jun 17, 2021 9 stock or option trades · AMD, BHP, NEE, STX, SO, VMC, WMT
Report filed Jun 11, 2021 3 stock or option trades · AAPL, BDX, TFC
Report filed May 12, 2021 4 stock or option trades · NEE, QCOM, CRM, WMT
Report filed Feb 19, 2021 31 stock or option trades · AMD, GOOGL, AMZN, AAPL, BAC, AVGO, CAT, KO, CRSP, DKNG, META, GILD

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