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Val T. Hoyle

HouseRepresentative · Dem · Oregon, 4th district
Committee on Natural ResourcesCommittee on Transportation and Infrastructure
Alert me on this person
+2.4%
Return per decision, 3 monthsS&P +3.4%
That is −1.0 points vs the S&P

Record

Same numbers as the leaderboard

158
Decisions
157
Companies
+2.4%
Return
+3.4%
S&P same days
−1.0
vs S&P
54%
Up
−1.4
After selling, 188 sales

Returns are per decision, equal weight, measured from the day the report became public to the set point the window names. 191 stock purchases with a price. One company in one report is one decision, however many lines it was filed on, and every decision counts the same, because a Congress report gives a range and not an amount. Measured from the close of the first trading day after the filing date, because a report can be posted a day after the date it carries and the hour is never given. "Up" is the share that were higher at that point. A record marked thin is ranked on the leaderboard but sits right on the minimum of 5 decisions and 3 companies. "After selling" is what the stock did after each sale against the S&P over the same days, sign flipped, so a positive number means the stock fell behind the market after the sale. Sales never count toward the record, a signal or a score.

Committees

Current Congress, from the House Clerk
Natural ResourcesOil, gas, coal and mining companies
Transportation and InfrastructureAirlines, railroads, shipping, trucking and pipelines
15 of 389 reported trades are in industries these committees oversee.How this is decided
Reports 3 reports · 389 trades · newest first
Filed May 15·Traded Apr 2, 2025·1 trade
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
LPL Financial Holdings Inc. - Common Stock
Apr 2, 2025
$1,001 - $15,000
After selling, 3 months−20.8 pointsstock +25.0%, S&P +4.2%
Filed Oct 10, 2025·Trades Sep 10, 2025 to Sep 23, 2025·159 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Alphabet Inc. - Class A Common Stock
Sep 23, 2025
$15,001 - $50,000
After selling, 6 months−32.1 pointsstock +38.3%, S&P +6.2%
Sell
Alphabet Inc. - Class C Capital Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−30.7 pointsstock +36.9%, S&P +6.2%
Sell
Amazon.com, Inc. - Common Stock
Sep 23, 2025
$15,001 - $50,000
After selling, 6 months−6.7 pointsstock +12.9%, S&P +6.2%
Buy
Amazon.com, Inc. - Common Stock
Sep 10, 2025
$1,001 - $15,000
6 months+12.9%S&P +6.2%
Sell
Amdocs Limited - Ordinary Shares
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+24.6 pointsstock −18.4%, S&P +6.2%
Sell
Amphenol Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−12.9 pointsstock +19.1%, S&P +6.2%
Sell
Apollo Global Management, Inc.
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+6.9 pointsstock −0.7%, S&P +6.2%
Sell
Apple Inc. - Common Stock
Sep 23, 2025
$15,001 - $50,000
After selling, 6 months−1.6 pointsstock +7.8%, S&P +6.2%
Sell
Applovin Corporation - Class A Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+27.5 pointsstock −21.3%, S&P +6.2%
Sell
Ares Management Corporation Class A Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+21.1 pointsstock −14.9%, S&P +6.2%
Sell
Arista Networks, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+1.5 pointsstock +4.7%, S&P +6.2%
Sell
Arthur J. Gallagher & Co. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+30.9 pointsstock −24.7%, S&P +6.2%
Sell
AstraZeneca PLC - American Depositary Shares
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−15.3 pointsstock +21.5%, S&P +6.2%
Sell
AutoZone, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+19.9 pointsstock −13.7%, S&P +6.2%
Sell
Bank of America Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−6.2 pointsstock +12.4%, S&P +6.2%
Sell
Berkshire Hathaway Inc. New Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+9.8 pointsstock −3.6%, S&P +6.2%
Sell
BlackRock, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+14.4 pointsstock −8.2%, S&P +6.2%
Sell
Boeing Company
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+2.3 pointsstock +3.9%, S&P +6.2%
Sell
Booking Holdings Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+17.5 pointsstock −11.3%, S&P +6.2%
Sell
Boston Scientific Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+38.2 pointsstock −32.0%, S&P +6.2%
Sell
Broadcom Inc. - Common Stock
Sep 23, 2025
$15,001 - $50,000
After selling, 6 months−5.5 pointsstock +11.7%, S&P +6.2%
Sell
Brown & Brown, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+34.6 pointsstock −28.4%, S&P +6.2%
Sell
Brown Forman Inc Class B Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−5.5 pointsstock +11.7%, S&P +6.2%
Sell
C.H. Robinson Worldwide, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−29.9 pointsstock +36.1%, S&P +6.2%
Sell
Cadence Design Systems, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+14.7 pointsstock −8.5%, S&P +6.2%
Sell
Canadian Natural Resources Limited Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−41.9 pointsstock +48.1%, S&P +6.2%
Sell
Capital One Financial Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+7.7 pointsstock −1.5%, S&P +6.2%
Sell
Celestica, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−40.1 pointsstock +46.3%, S&P +6.2%
Sell
Charles Schwab Corporation
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−1.7 pointsstock +7.9%, S&P +6.2%
Sell
Cintas Corporation - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+11.9 pointsstock −5.7%, S&P +6.2%
Sell
Cisco Systems, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−17.2 pointsstock +23.4%, S&P +6.2%
Sell
CME Group Inc. - Class A Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−6.4 pointsstock +12.6%, S&P +6.2%
Sell
Coca-Cola Company
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−8.1 pointsstock +14.3%, S&P +6.2%
Sell
Comcast Corporation - Class A Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+2.0 pointsstock +4.2%, S&P +6.2%
Sell
ConocoPhillips Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−30.0 pointsstock +36.2%, S&P +6.2%
Sell
CONSTELLATION SFTWRE INC
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+39.6 pointsstock −33.4%, S&P +6.2%
Sell
Costco Wholesale Corporation - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+0.6 pointsstock +5.6%, S&P +6.2%
Sell
CRH PLC Ordinary Shares
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+6.6 pointsstock −0.4%, S&P +6.2%
Sell
Crown Castle Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+14.9 pointsstock −8.7%, S&P +6.2%
Sell
Crown Holdings, Inc.
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−10.8 pointsstock +17.0%, S&P +6.2%
Sell
CSX Corporation
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−13.0 pointsstock +19.2%, S&P +6.2%
Sell
CVS Health Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+9.0 pointsstock −2.8%, S&P +6.2%
Sell
Deere & Company Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−26.0 pointsstock +32.2%, S&P +6.2%
Sell
Diageo plc Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+20.8 pointsstock −14.6%, S&P +6.2%
Sell
Eaton Corporation, PLC Ordinary Shares
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+0.3 pointsstock +5.9%, S&P +6.2%
Sell
Elanco Animal Health Incorporated Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−9.7 pointsstock +15.9%, S&P +6.2%
Sell
Eli Lilly and Company Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−4.6 pointsstock +10.8%, S&P +6.2%
Sell
Emerson Electric Company Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−4.2 pointsstock +10.4%, S&P +6.2%
Sell
Eversource Energy
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+7.2 pointsstock −1.0%, S&P +6.2%
Sell
Exxon Mobil Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−28.6 pointsstock +34.8%, S&P +6.2%
Sell
FedEx Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−54.2 pointsstock +60.4%, S&P +6.2%
Sell
Ferguson Enterprises Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−4.1 pointsstock +10.3%, S&P +6.2%
Sell
FIRST QUANTUM MINERALS
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−12.7 pointsstock +18.9%, S&P +6.2%
Sell
GE Aerospace Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+0.4 pointsstock +5.8%, S&P +6.2%
Sell
GE Vernova Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−46.2 pointsstock +52.4%, S&P +6.2%
Sell
Gen Digital Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+31.8 pointsstock −25.6%, S&P +6.2%
Sell
Gilead Sciences, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−13.5 pointsstock +19.7%, S&P +6.2%
Buy
GoDaddy Inc. Class A Common Stock
Sep 10, 2025
$1,001 - $15,000
6 months−37.8%S&P +6.2%
Sell
GSK plc American Depositary Shares
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−28.4 pointsstock +34.6%, S&P +6.2%
Sell
H&R Block, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+43.8 pointsstock −37.6%, S&P +6.2%
Sell
Haleon plc American Depositary Shares
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−1.6 pointsstock +7.8%, S&P +6.2%
Sell
Heico Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+15.6 pointsstock −9.4%, S&P +6.2%
Sell
Hilton Worldwide Holdings Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−18.8 pointsstock +25.0%, S&P +6.2%
Sell
Imperial Oil Limited Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−36.8 pointsstock +43.0%, S&P +6.2%
Sell
Johnson & Johnson Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−20.3 pointsstock +26.5%, S&P +6.2%
Sell
JP Morgan Chase & Co. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+5.9 pointsstock +0.3%, S&P +6.2%
Sell
Kenvue Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−3.0 pointsstock +9.2%, S&P +6.2%
Sell
Keurig Dr Pepper Inc.
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+6.1 pointsstock +0.1%, S&P +6.2%
Sell
KKR & Co. Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+19.7 pointsstock −13.5%, S&P +6.2%
Sell
KLA Corporation - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−64.9 pointsstock +71.1%, S&P +6.2%
Sell
Kroger Company
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+5.9 pointsstock +0.3%, S&P +6.2%
Sell
L3Harris Technologies, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−16.0 pointsstock +22.2%, S&P +6.2%
Sell
Lam Research Corporation - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−86.7 pointsstock +92.9%, S&P +6.2%
Sell
Lennar Corporation Class A Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+30.9 pointsstock −24.7%, S&P +6.2%
Sell
Linde plc - Ordinary Shares
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−3.6 pointsstock +9.8%, S&P +6.2%
Sell
Lockheed Martin Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−16.7 pointsstock +22.9%, S&P +6.2%
Sell
Lowe's Companies, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+1.2 pointsstock +5.0%, S&P +6.2%
Sell
SPlululemon athletica inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+10.4 pointsstock −4.2%, S&P +6.2%
Sell
LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+14.1 pointsstock −7.9%, S&P +6.2%
Buy
LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt
Sep 10, 2025
$1,001 - $15,000
6 months−7.9%S&P +6.2%
Sell
M&T Bank Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−14.4 pointsstock +20.6%, S&P +6.2%
Sell
Marriott International - Class A Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−32.6 pointsstock +38.8%, S&P +6.2%
Sell
Marsh & McLennan Companies, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After sellingNot yetno closing prices for this company yet
Sell
Martin Marietta Materials, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+9.3 pointsstock −3.1%, S&P +6.2%
Sell
Marvell Technology, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−44.6 pointsstock +50.8%, S&P +6.2%
Sell
Mastercard Incorporated Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+12.9 pointsstock −6.7%, S&P +6.2%
Sell
McKesson Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−6.2 pointsstock +12.4%, S&P +6.2%
Buy
McKesson Corporation Common Stock
Sep 10, 2025
$1,001 - $15,000
6 months+12.4%S&P +6.2%
Sell
MercadoLibre, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+20.2 pointsstock −14.0%, S&P +6.2%
Sell
Merck & Company, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−33.6 pointsstock +39.8%, S&P +6.2%
Sell
Meta Platforms, Inc. - Class A Common Stock
Sep 23, 2025
$15,001 - $50,000
After selling, 6 months+12.2 pointsstock −6.0%, S&P +6.2%
Sell
Micron Technology, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−130.7 pointsstock +136.9%, S&P +6.2%
Sell
Microsoft Corporation - Common Stock
Sep 23, 2025
$15,001 - $50,000
After selling, 6 months+25.9 pointsstock −19.7%, S&P +6.2%
Sell
Mondelez International, Inc. - Class A Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+12.0 pointsstock −5.8%, S&P +6.2%
Sell
Moody's Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+11.5 pointsstock −5.3%, S&P +6.2%
Sell
Morgan Stanley Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−18.8 pointsstock +25.0%, S&P +6.2%
Sell
Mosaic Company
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+28.3 pointsstock −22.1%, S&P +6.2%
Sell
Motorola Solutions, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+9.1 pointsstock −2.9%, S&P +6.2%
Sell
National Grid Transco, PLC National Grid PLC
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−15.4 pointsstock +21.6%, S&P +6.2%
Sell
Netflix, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+17.8 pointsstock −11.6%, S&P +6.2%
Sell
Newmont Corporation
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−20.9 pointsstock +27.1%, S&P +6.2%
Sell
Nike, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+37.9 pointsstock −31.7%, S&P +6.2%
Sell
Norfolk Southern Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+2.4 pointsstock +3.8%, S&P +6.2%
Sell
Northern Trust Corporation - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−18.1 pointsstock +24.3%, S&P +6.2%
Sell
Northrop Grumman Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−4.3 pointsstock +10.5%, S&P +6.2%
Sell
Nutrien Ltd. Common Shares
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−17.9 pointsstock +24.1%, S&P +6.2%
Sell
NVIDIA Corporation - Common Stock
Sep 23, 2025
$50,001 - $100,000
After selling, 6 months+0.6 pointsstock +5.6%, S&P +6.2%
Sell
NXP Semiconductors N.V. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+8.7 pointsstock −2.5%, S&P +6.2%
Sell
Oracle Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+50.7 pointsstock −44.5%, S&P +6.2%
Sell
O'Reilly Automotive, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+15.2 pointsstock −9.0%, S&P +6.2%
Sell
Pacific Gas & Electric Co. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−3.3 pointsstock +9.5%, S&P +6.2%
Sell
PayPal Holdings, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+33.8 pointsstock −27.6%, S&P +6.2%
Sell
Pentair plc. Ordinary Share
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+24.6 pointsstock −18.4%, S&P +6.2%
Sell
PNC Financial Services Group, Inc.
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−15.5 pointsstock +21.7%, S&P +6.2%
Sell
Procter & Gamble Company
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+7.6 pointsstock −1.4%, S&P +6.2%
Sell
Progressive Corporation
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+15.5 pointsstock −9.3%, S&P +6.2%
Sell
QUALCOMM Incorporated - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+23.0 pointsstock −16.8%, S&P +6.2%
Sell
Quanta Services, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−31.2 pointsstock +37.4%, S&P +6.2%
Sell
Regal Rexnord Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−33.3 pointsstock +39.5%, S&P +6.2%
Sell
Republic Services, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+11.1 pointsstock −4.9%, S&P +6.2%
Sell
Roblox Corporation Class A Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+59.6 pointsstock −53.4%, S&P +6.2%
Sell
Ross Stores, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−39.3 pointsstock +45.5%, S&P +6.2%
Sell
S&P Global Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+16.0 pointsstock −9.8%, S&P +6.2%
Sell
Salesforce, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+34.5 pointsstock −28.3%, S&P +6.2%
Sell
SAP SE ADS
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+42.1 pointsstock −35.9%, S&P +6.2%
Sell
SharkNinja, Inc. Ordinary Shares
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−23.3 pointsstock +29.5%, S&P +6.2%
Sell
Shell PLC American Depositary Shares
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−20.8 pointsstock +27.0%, S&P +6.2%
Sell
Sherwin-Williams Company
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+6.7 pointsstock −0.5%, S&P +6.2%
Sell
Simon Property Group, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−10.7 pointsstock +16.9%, S&P +6.2%
Sell
Southern Company
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+8.1 pointsstock −1.9%, S&P +6.2%
Sell
Spotify Technology S.A. Ordinary Shares
Sep 10, 2025
$1,001 - $15,000
After selling, 6 months+29.4 pointsstock −23.2%, S&P +6.2%
Sell
Starbucks Corporation - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−18.4 pointsstock +24.6%, S&P +6.2%
Sell
Taiwan Semiconductor Manufacturing Company Ltd.
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−18.3 pointsstock +24.5%, S&P +6.2%
Sell
Target Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−37.6 pointsstock +43.8%, S&P +6.2%
Sell
Tesla, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+16.3 pointsstock −10.1%, S&P +6.2%
Sell
The Bank of New York Mellon Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After sellingNot yetreported before our prices begin
Sell
The Cigna Group Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+14.2 pointsstock −8.0%, S&P +6.2%
Sell
The Hartford Insurance Group, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−2.5 pointsstock +8.7%, S&P +6.2%
Sell
The Travelers Companies, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−5.3 pointsstock +11.5%, S&P +6.2%
Sell
Thermo Fisher Scientific Inc Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+4.7 pointsstock +1.5%, S&P +6.2%
Sell
Trane Technologies plc
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−4.8 pointsstock +11.0%, S&P +6.2%
Sell
Transdigm Group Incorporated Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+7.6 pointsstock −1.4%, S&P +6.2%
Sell
Tyson Foods, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−17.5 pointsstock +23.7%, S&P +6.2%
Sell
U.S. Bancorp Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−18.3 pointsstock +24.5%, S&P +6.2%
Sell
Uber Technologies, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+24.1 pointsstock −17.9%, S&P +6.2%
Sell
UCB SA UNSP/ADR
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+2.0 pointsstock +4.2%, S&P +6.2%
Sell
Ulta Beauty, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+6.9 pointsstock −0.7%, S&P +6.2%
Sell
United Parcel Service, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−22.3 pointsstock +28.5%, S&P +6.2%
Sell
United Rentals, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+27.3 pointsstock −21.1%, S&P +6.2%
Sell
UnitedHealth Group Incorporated Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+17.4 pointsstock −11.2%, S&P +6.2%
Sell
US Foods Holding Corp. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−13.3 pointsstock +19.5%, S&P +6.2%
Sell
Verisk Analytics, Inc. - Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+32.8 pointsstock −26.6%, S&P +6.2%
Sell
Visa Inc.
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+13.8 pointsstock −7.6%, S&P +6.2%
Sell
Walt Disney Company
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+12.1 pointsstock −5.9%, S&P +6.2%
Sell
Waste Connections, Inc. Common Shares
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+12.9 pointsstock −6.7%, S&P +6.2%
Sell
Watsco, Inc. Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−9.8 pointsstock +16.0%, S&P +6.2%
Sell
Wells Fargo & Company Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+3.4 pointsstock +2.8%, S&P +6.2%
Sell
Westinghouse Air Brake Technologies Corporation Common Stock
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months−27.1 pointsstock +33.3%, S&P +6.2%
Sell
Willis Towers Watson Public Limited Company - Ordinary Shares
Sep 23, 2025
$1,001 - $15,000
After selling, 6 months+18.9 pointsstock −12.7%, S&P +6.2%
Filed Sep 12, 2025·Trades Oct 29, 2024 to Aug 27, 2025·229 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
3M Company Common Stock
Jul 28, 2025
$1,001 - $15,000
After selling, 6 months+6.1 pointsstock −4.0%, S&P +2.1%
Sell
Alphabet Inc. - Class A Common Stock
Apr 15, 2025
$1,001 - $15,000
After selling, 6 months−21.6 pointsstock +23.7%, S&P +2.1%
Sell
Alphabet Inc. - Class A Common Stock
Apr 2, 2025
$1,001 - $15,000
After selling, 6 months−21.6 pointsstock +23.7%, S&P +2.1%
Buy
Alphabet Inc. - Class A Common Stock
Jul 14, 2025
$1,001 - $15,000
6 months+23.7%S&P +2.1%
Buy
Alphabet Inc. - Class A Common Stock
Jul 2, 2025
$1,001 - $15,000
6 months+23.7%S&P +2.1%
Buy
Alphabet Inc. - Class A Common Stock
Jan 13, 2025
$1,001 - $15,000
6 months+23.7%S&P +2.1%
Buy
Alphabet Inc. - Class A Common Stock
Dec 27, 2024
$1,001 - $15,000
6 months+23.7%S&P +2.1%
Buy
Alphabet Inc. - Class A Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+23.7%S&P +2.1%
Buy
Alphabet Inc. - Class C Capital Stock
Oct 29, 2024
$1,001 - $15,000
6 months+23.1%S&P +2.1%
Buy
Amazon.com, Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−7.0%S&P +2.1%
Buy
Amazon.com, Inc. - Common Stock
Jan 13, 2025
$1,001 - $15,000
6 months−7.0%S&P +2.1%
Buy
Amazon.com, Inc. - Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months−7.0%S&P +2.1%
Buy
Amazon.com, Inc. - Common Stock
Jul 2, 2025
$1,001 - $15,000
6 months−7.0%S&P +2.1%
Buy
Amazon.com, Inc. - Common Stock
Apr 2, 2025
$1,001 - $15,000
6 months−7.0%S&P +2.1%
Buy
Amdocs Limited - Ordinary Shares
Apr 15, 2025
$1,001 - $15,000
6 months−19.8%S&P +2.1%
Sell
AMETEK, Inc.
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months−12.0 pointsstock +14.1%, S&P +2.1%
Buy
AMETEK, Inc.
Oct 29, 2024
$1,001 - $15,000
6 months+14.1%S&P +2.1%
Buy
Amphenol Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+13.7%S&P +2.1%
Buy
Apollo Global Management, Inc.
Oct 29, 2024
$1,001 - $15,000
6 months−20.7%S&P +2.1%
Buy
Apple Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+7.6%S&P +2.1%
Buy
Apple Inc. - Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months+7.6%S&P +2.1%
Buy
Ares Management Corporation Class A Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−39.5%S&P +2.1%
Buy
Arista Networks, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−8.5%S&P +2.1%
Buy
Arista Networks, Inc. Common Stock
Dec 4, 2024
$1,001 - $15,000
6 months−8.5%S&P +2.1%
Sell
Arista Networks, Inc. Common Stock
Apr 29, 2025
$1,001 - $15,000
After selling, 6 months+10.6 pointsstock −8.5%, S&P +2.1%
Buy
Arista Networks, Inc. Common Stock
Jul 14, 2025
$1,001 - $15,000
6 months−8.5%S&P +2.1%
Buy
Arthur J. Gallagher & Co. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−27.3%S&P +2.1%
Buy
ASML Holding N.V. - New York Registry Shares
Dec 27, 2024
$1,001 - $15,000
6 months+60.7%S&P +2.1%
Sell
ASML Holding N.V. - New York Registry Shares
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months−58.6 pointsstock +60.7%, S&P +2.1%
Buy
AstraZeneca PLC - American Depositary Shares
Oct 29, 2024
$1,001 - $15,000
6 months+25.1%S&P +2.1%
Buy
AutoZone, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−18.7%S&P +2.1%
Buy
Bank of America Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−5.5%S&P +2.1%
Buy
Bank of America Corporation Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months−5.5%S&P +2.1%
Sell
Berkshire Hathaway Inc. New Common Stock
May 21, 2025
$1,001 - $15,000
After selling, 6 months+1.9 pointsstock +0.2%, S&P +2.1%
Sell
Berkshire Hathaway Inc. New Common Stock
Jul 2, 2025
$1,001 - $15,000
After selling, 6 months+1.9 pointsstock +0.2%, S&P +2.1%
Buy
Berkshire Hathaway Inc. New Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+0.2%S&P +2.1%
Sell
BioNTech SE - American Depositary Shares
Aug 7, 2025
$1,001 - $15,000
After selling, 6 months+5.2 pointsstock −3.1%, S&P +2.1%
Buy
BlackRock, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−12.0%S&P +2.1%
Buy
Blackstone Inc. Common Stock
Apr 15, 2025
$1,001 - $15,000
6 months−37.8%S&P +2.1%
Sell
Blackstone Inc. Common Stock
Jun 6, 2025
$1,001 - $15,000
After selling, 6 months+39.9 pointsstock −37.8%, S&P +2.1%
Buy
Boeing Company
Oct 29, 2024
$1,001 - $15,000
6 months−2.3%S&P +2.1%
Buy
Booking Holdings Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−19.8%S&P +2.1%
Buy
Boston Scientific Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−28.7%S&P +2.1%
Buy
Bristol-Myers Squibb Company Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+32.1%S&P +2.1%
Buy
Broadcom Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−11.4%S&P +2.1%
Buy
Broadcom Inc. - Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months−11.4%S&P +2.1%
Buy
Brown & Brown, Inc. Common Stock
Jun 26, 2025
$1,001 - $15,000
6 months−24.5%S&P +2.1%
Buy
Brown Forman Inc Class B Common Stock
Jul 14, 2025
$1,001 - $15,000
6 months−14.0%S&P +2.1%
Buy
Cadence Design Systems, Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−16.4%S&P +2.1%
Buy
Canadian Natural Resources Limited Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+57.0%S&P +2.1%
Buy
Cap Gemini SA American Depositary Shares
Oct 29, 2024
$1,001 - $15,000
6 months−15.3%S&P +2.1%
Buy
Capital One Financial Corporation Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months−18.4%S&P +2.1%
Buy
Centene Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+7.0%S&P +2.1%
Buy
CF Industries Holdings, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+46.1%S&P +2.1%
Buy
Cintas Corporation - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−3.0%S&P +2.1%
Buy
Cisco Systems, Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+19.6%S&P +2.1%
Buy
CME Group Inc. - Class A Common Stock
May 21, 2025
$1,001 - $15,000
6 months+24.6%S&P +2.1%
Buy
Coca-Cola Company
Oct 29, 2024
$1,001 - $15,000
6 months+18.8%S&P +2.1%
Buy
Coca-Cola Europacific Partners plc - Ordinary Shares
Oct 29, 2024
$1,001 - $15,000
6 months+15.4%S&P +2.1%
Sell
Coca-Cola Europacific Partners plc - Ordinary Shares
Jun 26, 2025
$1,001 - $15,000
After selling, 6 months−13.3 pointsstock +15.4%, S&P +2.1%
Buy
ConocoPhillips Common Stock
Apr 29, 2025
$1,001 - $15,000
6 months+35.4%S&P +2.1%
Buy
CONSTELLATION SFTWRE INC
Oct 29, 2024
$1,001 - $15,000
6 months−39.4%S&P +2.1%
Buy
Copart, Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−28.5%S&P +2.1%
Sell
Copart, Inc. - Common Stock
Aug 19, 2025
$1,001 - $15,000
After selling, 6 months+30.6 pointsstock −28.5%, S&P +2.1%
Buy
CoreWeave, Inc. - Class A Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months−31.8%S&P +2.1%
Buy
Costco Wholesale Corporation - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+4.0%S&P +2.1%
Buy
Crown Castle Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−3.8%S&P +2.1%
Buy
Crown Holdings, Inc.
Oct 29, 2024
$1,001 - $15,000
6 months+10.9%S&P +2.1%
Buy
CVS Health Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+3.5%S&P +2.1%
Buy
Danaher Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+3.9%S&P +2.1%
Buy
DBA Sempra Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+16.7%S&P +2.1%
Sell
DBA Sempra Common Stock
Jun 26, 2025
$1,001 - $15,000
After selling, 6 months−14.6 pointsstock +16.7%, S&P +2.1%
Buy
Deere & Company Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+23.3%S&P +2.1%
Buy
Diageo plc Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−21.6%S&P +2.1%
Buy
Eaton Corporation, PLC Ordinary Shares
Oct 29, 2024
$1,001 - $15,000
6 months−2.5%S&P +2.1%
Buy
Edison International Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+34.5%S&P +2.1%
Buy
Elevance Health, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−2.5%S&P +2.1%
Sell
Elevance Health, Inc. Common Stock
Jan 13, 2025
$1,001 - $15,000
After selling, 6 months+4.6 pointsstock −2.5%, S&P +2.1%
Sell
Eli Lilly and Company Common Stock
May 6, 2025
$1,001 - $15,000
After selling, 6 months−22.6 pointsstock +24.7%, S&P +2.1%
Buy
Eli Lilly and Company Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+24.7%S&P +2.1%
Buy
Emerson Electric Company Common Stock
Jul 14, 2025
$1,001 - $15,000
6 months−1.5%S&P +2.1%
Buy
Exxon Mobil Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+43.6%S&P +2.1%
Buy
FedEx Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+58.6%S&P +2.1%
Buy
Gartner, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−34.4%S&P +2.1%
Sell
Gartner, Inc. Common Stock
Jun 26, 2025
$1,001 - $15,000
After selling, 6 months+36.5 pointsstock −34.4%, S&P +2.1%
Buy
GE Aerospace Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+5.7%S&P +2.1%
Buy
GE Vernova Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+34.5%S&P +2.1%
Buy
Gen Digital Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−26.2%S&P +2.1%
Buy
Gilead Sciences, Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+29.9%S&P +2.1%
Sell
Goldman Sachs Group, Inc.
Jul 28, 2025
$1,001 - $15,000
After selling, 6 months−1.5 pointsstock +3.6%, S&P +2.1%
Buy
GSK plc American Depositary Shares
Nov 18, 2024
$1,001 - $15,000
6 months+34.8%S&P +2.1%
Buy
H&R Block, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−36.3%S&P +2.1%
Buy
Haleon plc American Depositary Shares
Oct 29, 2024
$1,001 - $15,000
6 months+9.5%S&P +2.1%
Buy
HCA Healthcare, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+27.1%S&P +2.1%
Sell
HCA Healthcare, Inc. Common Stock
Dec 27, 2024
$1,001 - $15,000
After selling, 6 months−25.0 pointsstock +27.1%, S&P +2.1%
Buy
Heico Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−11.9%S&P +2.1%
Buy
Hilton Worldwide Holdings Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+11.2%S&P +2.1%
Buy
Imperial Oil Limited Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+35.8%S&P +2.1%
Buy
Ingersoll Rand Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+6.4%S&P +2.1%
Sell
Ingersoll Rand Inc. Common Stock
May 21, 2025
$1,001 - $15,000
After selling, 6 months−4.3 pointsstock +6.4%, S&P +2.1%
Sell
Intuit Inc. - Common Stock
Feb 4, 2025
$1,001 - $15,000
After selling, 6 months+31.3 pointsstock −29.2%, S&P +2.1%
Buy
Intuit Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−29.2%S&P +2.1%
Buy
Johnson & Johnson Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+35.8%S&P +2.1%
Buy
Johnson Controls International plc Ordinary Share
Oct 29, 2024
$1,001 - $15,000
6 months+24.2%S&P +2.1%
Sell
Johnson Controls International plc Ordinary Share
Aug 19, 2025
$1,001 - $15,000
After selling, 6 months−22.1 pointsstock +24.2%, S&P +2.1%
Sell
JP Morgan Chase & Co. Common Stock
Jul 2, 2025
$1,001 - $15,000
After selling, 6 months+8.4 pointsstock −6.3%, S&P +2.1%
Buy
JP Morgan Chase & Co. Common Stock
Jan 24, 2025
$1,001 - $15,000
6 months−6.3%S&P +2.1%
Sell
JP Morgan Chase & Co. Common Stock
Mar 13, 2025
$1,001 - $15,000
After selling, 6 months+8.4 pointsstock −6.3%, S&P +2.1%
Sell
JP Morgan Chase & Co. Common Stock
Apr 15, 2025
$1,001 - $15,000
After selling, 6 months+8.4 pointsstock −6.3%, S&P +2.1%
Buy
JP Morgan Chase & Co. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−6.3%S&P +2.1%
Buy
Kenvue Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−0.3%S&P +2.1%
Buy
Keurig Dr Pepper Inc.
Oct 29, 2024
$1,001 - $15,000
6 months+4.9%S&P +2.1%
Buy
KKR & Co. Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−38.3%S&P +2.1%
Buy
KKR & Co. Inc. Common Stock
Apr 2, 2025
$1,001 - $15,000
6 months−38.3%S&P +2.1%
Buy
KLA Corporation - Common Stock
Jul 28, 2025
$1,001 - $15,000
6 months+50.2%S&P +2.1%
Sell
KLA Corporation - Common Stock
Apr 29, 2025
$1,001 - $15,000
After selling, 6 months−48.1 pointsstock +50.2%, S&P +2.1%
Buy
KLA Corporation - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+50.2%S&P +2.1%
Buy
Knight-Swift Transportation Holdings Inc.
Jun 26, 2025
$1,001 - $15,000
6 months+26.8%S&P +2.1%
Buy
Kroger Company
Jul 28, 2025
$1,001 - $15,000
6 months+11.1%S&P +2.1%
Sell
Lam Research Corporation - Common Stock
Feb 4, 2025
$1,001 - $15,000
After selling, 6 months−88.8 pointsstock +90.9%, S&P +2.1%
Buy
Lam Research Corporation - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+90.9%S&P +2.1%
Buy
Lennar Corporation Class A Common Stock
Jun 26, 2025
$1,001 - $15,000
6 months−26.8%S&P +2.1%
Buy
Linde plc - Ordinary Shares
Oct 29, 2024
$1,001 - $15,000
6 months+4.4%S&P +2.1%
Buy
Lockheed Martin Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+36.2%S&P +2.1%
Buy
Lowe's Companies, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−11.1%S&P +2.1%
Buy
LPL Financial Holdings Inc. - Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months−12.6%S&P +2.1%
Buy
M&T Bank Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+3.3%S&P +2.1%
Buy
Marriott International - Class A Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+24.0%S&P +2.1%
Buy
Marsh & McLennan Companies, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
Not yetno closing prices for this company yet
Buy
Martin Marietta Materials, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−4.4%S&P +2.1%
Buy
Marvell Technology, Inc. - Common Stock
Feb 20, 2025
$1,001 - $15,000
6 months+34.8%S&P +2.1%
Buy
Mastercard Incorporated Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−12.9%S&P +2.1%
Buy
MercadoLibre, Inc. - Common Stock
Mar 13, 2025
$1,001 - $15,000
6 months−26.0%S&P +2.1%
Buy
Merck & Company, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+45.3%S&P +2.1%
Buy
Meta Platforms, Inc. - Class A Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−18.4%S&P +2.1%
Buy
Meta Platforms, Inc. - Class A Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months−18.4%S&P +2.1%
Buy
Micron Technology, Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+192.9%S&P +2.1%
Buy
Microsoft Corporation - Common Stock
Oct 29, 2024
$15,001 - $50,000
6 months−22.2%S&P +2.1%
Buy
Microsoft Corporation - Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months−22.2%S&P +2.1%
Buy
Microsoft Corporation - Common Stock
Jun 9, 2025
$1,001 - $15,000
6 months−22.2%S&P +2.1%
Buy
Microsoft Corporation - Common Stock
Jan 13, 2025
$1,001 - $15,000
6 months−22.2%S&P +2.1%
Buy
Moody's Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−13.0%S&P +2.1%
Buy
Morgan Stanley Common Stock
Jan 24, 2025
$1,001 - $15,000
6 months+1.9%S&P +2.1%
Sell
Morgan Stanley Common Stock
Apr 2, 2025
$1,001 - $15,000
After selling, 6 months+0.2 pointsstock +1.9%, S&P +2.1%
Buy
Motorola Solutions, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−2.4%S&P +2.1%
Buy
National Grid Transco, PLC National Grid PLC
Oct 29, 2024
$1,001 - $15,000
6 months+28.0%S&P +2.1%
Buy
Netflix, Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−21.5%S&P +2.1%
Buy
Netflix, Inc. - Common Stock
Feb 4, 2025
$1,001 - $15,000
6 months−21.5%S&P +2.1%
Buy
Northern Trust Corporation - Common Stock
Jul 28, 2025
$1,001 - $15,000
6 months+6.3%S&P +2.1%
Buy
Northrop Grumman Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+27.0%S&P +2.1%
Buy
Novo Nordisk A/S Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−30.9%S&P +2.1%
Buy
Nutrien Ltd. Common Shares
Oct 29, 2024
$1,001 - $15,000
6 months+41.9%S&P +2.1%
Buy
NVIDIA Corporation - Common Stock
Oct 29, 2024
$15,001 - $50,000
6 months+2.4%S&P +2.1%
Buy
NVIDIA Corporation - Common Stock
Jan 14, 2025
$1,001 - $15,000
6 months+2.4%S&P +2.1%
Buy
NVIDIA Corporation - Common Stock
Jan 13, 2025
$1,001 - $15,000
6 months+2.4%S&P +2.1%
Buy
NVIDIA Corporation - Common Stock
Jun 9, 2025
$1,001 - $15,000
6 months+2.4%S&P +2.1%
Buy
NVIDIA Corporation - Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months+2.4%S&P +2.1%
Buy
NXP Semiconductors N.V. - Common Stock
Nov 18, 2024
$1,001 - $15,000
6 months−10.7%S&P +2.1%
Buy
Oracle Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−48.6%S&P +2.1%
Sell
Oracle Corporation Common Stock
Apr 15, 2025
$1,001 - $15,000
After selling, 6 months+50.7 pointsstock −48.6%, S&P +2.1%
Buy
O'Reilly Automotive, Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−15.9%S&P +2.1%
Buy
Pacific Gas & Electric Co. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+20.3%S&P +2.1%
Buy
Palo Alto Networks, Inc.
Mar 13, 2025
$1,001 - $15,000
6 months−15.9%S&P +2.1%
Sell
Palo Alto Networks, Inc.
Aug 19, 2025
$1,001 - $15,000
After selling, 6 months+18.0 pointsstock −15.9%, S&P +2.1%
Buy
Pentair plc. Ordinary Share
Oct 29, 2024
$1,001 - $15,000
6 months−18.9%S&P +2.1%
Buy
PNC Financial Services Group, Inc.
Oct 29, 2024
$1,001 - $15,000
6 months+2.4%S&P +2.1%
Buy
Procter & Gamble Company
Oct 29, 2024
$1,001 - $15,000
6 months−2.1%S&P +2.1%
Sell
Procter & Gamble Company
Jul 2, 2025
$1,001 - $15,000
After selling, 6 months+4.2 pointsstock −2.1%, S&P +2.1%
Buy
Progressive Corporation
Jun 6, 2025
$1,001 - $15,000
6 months−11.7%S&P +2.1%
Sell
QUALCOMM Incorporated - Common Stock
Feb 20, 2025
$1,001 - $15,000
After selling, 6 months+19.5 pointsstock −17.4%, S&P +2.1%
Buy
QUALCOMM Incorporated - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−17.4%S&P +2.1%
Buy
Quanta Services, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+48.3%S&P +2.1%
Buy
Regal Rexnord Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+35.6%S&P +2.1%
Buy
Republic Services, Inc. Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months−0.9%S&P +2.1%
Buy
Ross Stores, Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+42.9%S&P +2.1%
Buy
S&P Global Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−20.1%S&P +2.1%
Buy
Salesforce, Inc. Common Stock
Jun 26, 2025
$1,001 - $15,000
6 months−19.2%S&P +2.1%
Buy
SAP SE ADS
Oct 29, 2024
$1,001 - $15,000
6 months−24.7%S&P +2.1%
Buy
ServiceNow, Inc. Common Stock
Apr 15, 2025
$1,001 - $15,000
6 months−38.4%S&P +2.1%
Sell
ServiceNow, Inc. Common Stock
Aug 19, 2025
$1,001 - $15,000
After selling, 6 months+40.5 pointsstock −38.4%, S&P +2.1%
Buy
Shell PLC American Depositary Shares
Oct 29, 2024
$1,001 - $15,000
6 months+30.7%S&P +2.1%
Buy
Sherwin-Williams Company
Oct 29, 2024
$1,001 - $15,000
6 months−9.8%S&P +2.1%
Sell
Sherwin-Williams Company
Jul 14, 2025
$1,001 - $15,000
After selling, 6 months+11.9 pointsstock −9.8%, S&P +2.1%
Sell
Siemens AG American Depositary Shares
Feb 20, 2025
$1,001 - $15,000
After selling, 6 months+6.9 pointsstock −4.8%, S&P +2.1%
Buy
Siemens AG American Depositary Shares
Oct 29, 2024
$1,001 - $15,000
6 months−4.8%S&P +2.1%
Buy
Snap Inc. Class A Common Stock
Feb 4, 2025
$1,001 - $15,000
6 months−37.7%S&P +2.1%
Buy
Southern Company
Oct 29, 2024
$1,001 - $15,000
6 months+8.2%S&P +2.1%
Buy
Spotify Technology S.A. Ordinary Shares
Mar 13, 2025
$1,001 - $15,000
6 months−25.3%S&P +2.1%
Buy
Synopsys, Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+2.4%S&P +2.1%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Oct 29, 2024
$1,001 - $15,000
6 months+33.5%S&P +2.1%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
May 6, 2025
$1,001 - $15,000
6 months+33.5%S&P +2.1%
Buy
Target Corporation Common Stock
Feb 4, 2025
$1,001 - $15,000
6 months+34.8%S&P +2.1%
Buy
The Bank of New York Mellon Corporation Common Stock
Jun 6, 2025
$1,001 - $15,000
Not yetreported before our prices begin
Buy
The Cigna Group Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−10.3%S&P +2.1%
Buy
The Hartford Insurance Group, Inc. Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months+3.8%S&P +2.1%
Buy
The Travelers Companies, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+11.7%S&P +2.1%
Buy
Thermo Fisher Scientific Inc Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−0.2%S&P +2.1%
Buy
Thermo Fisher Scientific Inc Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months−0.2%S&P +2.1%
Sell
Thermo Fisher Scientific Inc Common Stock
Mar 3, 2025
$1,001 - $15,000
After selling, 6 months+2.3 pointsstock −0.2%, S&P +2.1%
Buy
Trane Technologies plc
Oct 29, 2024
$1,001 - $15,000
6 months+6.2%S&P +2.1%
Buy
Transdigm Group Incorporated Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−4.3%S&P +2.1%
Buy
Tyler Technologies, Inc. Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months−35.4%S&P +2.1%
Buy
Tyler Technologies, Inc. Common Stock
Aug 7, 2025
$1,001 - $15,000
6 months−35.4%S&P +2.1%
Buy
Tyson Foods, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+16.9%S&P +2.1%
Buy
U.S. Bancorp Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+6.8%S&P +2.1%
Buy
Uber Technologies, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−21.3%S&P +2.1%
Sell
Uber Technologies, Inc. Common Stock
Nov 18, 2024
$1,001 - $15,000
After selling, 6 months+23.4 pointsstock −21.3%, S&P +2.1%
Buy
Uber Technologies, Inc. Common Stock
Aug 19, 2025
$1,001 - $15,000
6 months−21.3%S&P +2.1%
Buy
United Rentals, Inc. Common Stock
Aug 7, 2025
$1,001 - $15,000
6 months−21.1%S&P +2.1%
Buy
United Rentals, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−21.1%S&P +2.1%
Buy
UnitedHealth Group Incorporated Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−16.1%S&P +2.1%
Buy
UnitedHealth Group Incorporated Common Stock
Apr 29, 2025
$1,001 - $15,000
6 months−16.1%S&P +2.1%
Sell
UnitedHealth Group Incorporated Common Stock
May 6, 2025
$1,001 - $15,000
After selling, 6 months+18.2 pointsstock −16.1%, S&P +2.1%
Buy
UnitedHealth Group Incorporated Common Stock
Apr 15, 2025
$1,001 - $15,000
6 months−16.1%S&P +2.1%
Sell
UnitedHealth Group Incorporated Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months+18.2 pointsstock −16.1%, S&P +2.1%
Buy
US Foods Holding Corp. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+16.2%S&P +2.1%
Buy
Verisk Analytics, Inc. - Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−19.7%S&P +2.1%
Buy
Vertiv Holdings, LLC Class A Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+94.3%S&P +2.1%
Buy
Visa Inc.
Oct 29, 2024
$1,001 - $15,000
6 months−8.7%S&P +2.1%
Buy
Vulcan Materials Company
Oct 29, 2024
$1,001 - $15,000
6 months−9.4%S&P +2.1%
Sell
Vulcan Materials Company
Jun 6, 2025
$1,001 - $15,000
After selling, 6 months+11.5 pointsstock −9.4%, S&P +2.1%
Sell
Walgreens Boots Alliance, Inc. - Common Stock
Aug 27, 2025
$1,001 - $15,000
After sellingNot yettoo few closes after it became public
Buy
Walt Disney Company
Oct 29, 2024
$1,001 - $15,000
6 months−12.7%S&P +2.1%
Buy
Waste Connections, Inc. Common Shares
Oct 29, 2024
$1,001 - $15,000
6 months−4.5%S&P +2.1%
Buy
Watsco, Inc. Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+0.4%S&P +2.1%
Buy
Wells Fargo & Company Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months−5.4%S&P +2.1%
Buy
Wells Fargo & Company Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months−5.4%S&P +2.1%
Buy
Westinghouse Air Brake Technologies Corporation Common Stock
Oct 29, 2024
$1,001 - $15,000
6 months+26.7%S&P +2.1%
Buy
Willis Towers Watson Public Limited Company - Ordinary Shares
Oct 29, 2024
$1,001 - $15,000
6 months−12.7%S&P +2.1%

"Public" is the day the report appeared on the index it was filed on. It is left out for reports we caught up on later, where we did not see the day it was posted.

Portrait: the official House photo, a United States government work.