Ritchie Torres
House
Committee on Financial ServicesSelect Committee on the Strategic Competition Between the United States and the Chinese Communist Party
Alert me on this person
+2.8%
Return per decision, 1 monthS&P +5.2%
That is −2.4 points vs the S&P
−0.7%
Return per decision, 3 monthsS&P +4.5%
That is −5.2 points vs the S&P
+8.7%
Return per decision, 6 monthsS&P +8.0%
That is +0.7 points vs the S&P
Record
Same numbers as the leaderboard
61
Decisions
61
Companies
+2.8%
Return
+5.2%
S&P same days
−2.4
vs S&P
59%
Up
+1.8
After selling, 59 sales
61
Decisions
61
Companies
−0.7%
Return
+4.5%
S&P same days
−5.2
vs S&P
46%
Up
+3.8
After selling, 59 sales
60
Decisions
60
Companies
+8.7%
Return
+8.0%
S&P same days
+0.7
vs S&P
67%
Up
−1.0
After selling, 59 sales
Returns are per decision, equal weight, measured from the day the report became public to the set point the window names. 63 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 ClerkFinancial ServicesBanks, lenders, insurers, brokers, exchanges and payment companies
Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party
21 of 157 reported trades are in industries these committees oversee.How this is decided
Reports
2 reports · 157 trades · newest first
Filed Jul 8·Traded Jan 7, 2025·1 trade
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
2000143044McKesson Corporation Common Stock
Jan 7, 2025
$1,001 - $15,000
3 months+14.9%S&P +3.6%
Filed Aug 20, 2025·Trades Sep 26, 2024 to Jul 11, 2025·156 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. AbbVie Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−3.2 pointsstock +11.2%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Alexandria Real Estate Equities, Inc. Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months−28.4%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Alphabet Inc. - Class A Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+56.2%S&P +8.0%
Sell
direction. Alphabet Inc. - Class A Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−48.2 pointsstock +56.2%, S&P +8.0%
Sell
direction. American Homes 4 Rent Common Shares of Beneficial Interest
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+22.9 pointsstock −14.9%, S&P +8.0%
Buy
direction. American Homes 4 Rent Common Shares of Beneficial Interest
Sep 26, 2024
$1,001 - $15,000
6 months−14.9%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Tower Corporation
Sep 26, 2024
$1,001 - $15,000
6 months−7.7%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Tower Corporation
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+15.7 pointsstock −7.7%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apollo Global Management, Inc.
Sep 26, 2024
$1,001 - $15,000
6 months−14.4%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apollo Global Management, Inc.
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+22.4 pointsstock −14.4%, S&P +8.0%
Buy
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Appell Pete Corp
Sep 26, 2024
$1,001 - $15,000
Not yetno closing prices for this company yet
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apple Inc. - Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−10.6 pointsstock +18.6%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Ares Management Corporation Class A Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+42.6 pointsstock −34.6%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Ares Management Corporation Class A Common Stock
Oct 9, 2024
$1,001 - $15,000
6 months−34.6%S&P +8.0%
Buy
ASML Holding N.V. - New York Registry Shares
Sep 26, 2024
$1,001 - $15,000
6 months+102.7%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ASML Holding N.V. - New York Registry Shares
Sep 26, 2024
$1,001 - $15,000
6 months+102.7%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ASML Holding N.V. - New York Registry Shares
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−94.7 pointsstock +102.7%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Bank of America Corporation Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+1.0 pointsstock +7.0%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. BlackRock, Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+11.9 pointsstock −3.9%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. BlackRock, Inc. Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months−3.9%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blackstone Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+37.0 pointsstock −29.0%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blue Owl Capital Inc. Class A Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+49.7 pointsstock −41.7%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blue Owl Capital Inc. Class A Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months−41.7%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Broadcom Inc. - Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+14.5%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Broadcom Inc. - Common Stock
Jan 7, 2025
$1,001 - $15,000
After selling, 6 months−6.5 pointsstock +14.5%, S&P +8.0%
Sell
Broadcom Inc. - Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−6.5 pointsstock +14.5%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Citigroup, Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−12.9 pointsstock +20.9%, S&P +8.0%
Sell
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Coca-Cola Company
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−7.7 pointsstock +15.7%, S&P +8.0%
Buy
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Coca-Cola Company
Sep 26, 2024
$1,001 - $15,000
6 months+15.7%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Colgate-Palmolive Company Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−6.0 pointsstock +14.0%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Comcast Corporation - Class A Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+1.8%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Eaton Corporation, PLC Ordinary Shares
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+2.9 pointsstock +5.1%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Edison International Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+43.0%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Emerson Electric Company Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−4.8 pointsstock +12.8%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Enbridge Inc Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+12.3%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. EQT Corporation Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+14.1%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. EQT Corporation Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−6.1 pointsstock +14.1%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equinix, Inc. - Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−15.2 pointsstock +23.2%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equinix, Inc. - Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+23.2%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Lifestyle Properties, Inc. Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+14.5%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Lifestyle Properties, Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−6.5 pointsstock +14.5%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Residential Common Shares of Beneficial Interest
Sep 26, 2024
$1,001 - $15,000
Not yetno closing prices for this company yet
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Residential Common Shares of Beneficial Interest
Jul 11, 2025
$1,001 - $15,000
After sellingNot yetno closing prices for this company yet
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Freeport-McMoRan, Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−50.1 pointsstock +58.1%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Gaming and Leisure Properties, Inc. - Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+4.5%S&P +8.0%
Sell
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Goldman Sachs Group, Inc.
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−17.9 pointsstock +25.9%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Hewlett Packard Enterprise Company Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+15.3 pointsstock −7.3%, S&P +8.0%
Sell
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Home Depot, Inc.
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+12.1 pointsstock −4.1%, S&P +8.0%
Buy
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Home Depot, Inc.
Sep 26, 2024
$1,001 - $15,000
6 months−4.1%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Honeywell International Inc.
Feb 28, 2025
$1,001 - $15,000
After selling, 6 months−11.3 pointsstock +19.3%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Intercontinental Exchange Inc. Common Stock
Sep 26, 2024
$1,001 - $15,000
After selling, 6 months+21.5 pointsstock −13.5%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Intercontinental Exchange Inc. Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months−13.5%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Johnson & Johnson Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+39.3%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. JP Morgan Chase & Co. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+4.9 pointsstock +3.1%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Kinder Morgan, Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−16.5 pointsstock +24.5%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Kinder Morgan, Inc. Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+24.5%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. L3Harris Technologies, Inc. Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+29.7%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. L3Harris Technologies, Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−21.7 pointsstock +29.7%, S&P +8.0%
Sell
direction. Lennar Corporation Class A Common Stock
Sep 26, 2024
$1,001 - $15,000
After selling, 6 months+17.2 pointsstock −9.2%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lennar Corporation Class A Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months−9.2%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lineage, Inc. - Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months−2.4%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lockheed Martin Corporation Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+50.0%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Marvell Technology, Inc. - Common Stock
Jun 6, 2025
$1,001 - $15,000
6 months+9.4%S&P +8.0%
Sell
Marvell Technology, Inc. - Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−1.4 pointsstock +9.4%, S&P +8.0%
Sell
McCormick & Company, Incorporated Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+8.8 pointsstock −0.8%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McCormick & Company, Incorporated Common Stock
Jan 7, 2025
$1,001 - $15,000
6 months−0.8%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McCormick & Company, Incorporated Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months−0.8%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McKesson Corporation Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−26.7 pointsstock +34.7%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Merck & Company, Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−38.5 pointsstock +46.5%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Merck & Company, Inc. Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+46.5%S&P +8.0%
Buy
direction. Meta Platforms, Inc. - Class A Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months−13.7%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Meta Platforms, Inc. - Class A Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+21.7 pointsstock −13.7%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. MetLife, Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+11.7 pointsstock −3.7%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Microsoft Corporation - Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+31.4 pointsstock −23.4%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Microsoft Corporation - Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months−23.4%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Morgan Stanley Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+17.1%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Morgan Stanley Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−9.1 pointsstock +17.1%, S&P +8.0%
Buy
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NESTLE S.A S/ADR
Sep 26, 2024
$1,001 - $15,000
6 months+12.3%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NextEra Energy, Inc. Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+25.5%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NextEra Energy, Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−17.5 pointsstock +25.5%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Northrop Grumman Corporation Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−14.8 pointsstock +22.8%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Northrop Grumman Corporation Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+22.8%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NVIDIA Corporation - Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+9.5%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NXP Semiconductors N.V. - Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+4.2%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Old Dominion Freight Line, Inc. - Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+30.0%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ONEOK, Inc. Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+21.5%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ONEOK, Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−13.5 pointsstock +21.5%, S&P +8.0%
Sell
Oracle Corporation Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+47.1 pointsstock −39.1%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Oracle Corporation Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months−39.1%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+4.4%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+3.6 pointsstock +4.4%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+3.6 pointsstock +4.4%, S&P +8.0%
Sell
Pepsico, Inc.
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−7.2 pointsstock +15.2%, S&P +8.0%
Buy
direction. Plains GP Holdings, L.P. - Class A Shares representing limited partner interests
Sep 26, 2024
$1,001 - $15,000
6 months+22.6%S&P +8.0%
Buy
direction. PPL Corporation Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+3.1%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. PPL Corporation Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+4.9 pointsstock +3.1%, S&P +8.0%
Sell
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Procter & Gamble Company
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+2.5 pointsstock +5.5%, S&P +8.0%
Buy
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Procter & Gamble Company
Sep 26, 2024
$1,001 - $15,000
6 months+5.5%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Prologis, Inc. Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+32.0%S&P +8.0%
Buy
direction. Public Service Enterprise Group Incorporated Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+5.3%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. QUALCOMM Incorporated - Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months−7.9%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. QUALCOMM Incorporated - Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+15.9 pointsstock −7.9%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ROCHE HOLDING LTD S/ADR
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−40.3 pointsstock +48.3%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Salesforce, Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+35.3 pointsstock −27.3%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Salesforce, Inc. Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months−27.3%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Sherwin-Williams Company
Sep 26, 2024
$1,001 - $15,000
6 months+0.4%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Sherwin-Williams Company
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+7.6 pointsstock +0.4%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. TC Energy Corporation Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−17.3 pointsstock +25.3%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. TC Energy Corporation Common Stock
Apr 9, 2025
$1,001 - $15,000
6 months+25.3%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Texas Instruments Incorporated - Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+11.2%S&P +8.0%
Buy
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. T-Mobile US, Inc.
Sep 26, 2024
$1,001 - $15,000
6 months−14.1%S&P +8.0%
Sell
T-Mobile US, Inc.
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+22.1 pointsstock −14.1%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. U.S. Bancorp Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+23.4%S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Union Pacific Corporation Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months+18.5%S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Union Pacific Corporation Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−10.5 pointsstock +18.5%, S&P +8.0%
Buy
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. UnitedHealth Group Incorporated Common Stock
Sep 26, 2024
$1,001 - $15,000
6 months−5.7%S&P +8.0%
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 9128284V9
Sep 26, 2024
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
US Treasury Note 9128284V9
Jul 11, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P46
Jul 11, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P46
Sep 26, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P469
Sep 26, 2024
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAE1
Jul 11, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAE1
Sep 26, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 91282CAY7
Sep 26, 2024
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAY75
Jul 11, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFF3
Jul 11, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFF3
Sep 26, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFK2
Sep 26, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFY2
Sep 26, 2024
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFY2
Jul 11, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGC91
Jun 6, 2025
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7
Jul 11, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7
Sep 26, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7
Dec 9, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CHA2
Sep 26, 2024
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CHA2
Jul 11, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CKY6
Mar 24, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CKY6
Sep 26, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP4
Oct 9, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP4
Feb 18, 2025
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP40
Jun 6, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMP3
Jul 11, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMP3
Mar 24, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMU26
Jun 6, 2025
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CNE7
Jul 11, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CNG2
Jul 11, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Verizon Communications Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−6.2 pointsstock +14.2%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. VICI Properties Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+13.6 pointsstock −5.6%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Walmart Inc. Common Stock
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−20.7 pointsstock +28.7%, S&P +8.0%
Sell
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Waste Connections, Inc. Common Shares
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months+20.4 pointsstock −12.4%, S&P +8.0%
Sell
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Williams Companies, Inc.
Jul 11, 2025
$1,001 - $15,000
After selling, 6 months−20.4 pointsstock +28.4%, S&P +8.0%
Buy
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Williams Companies, Inc.
Sep 26, 2024
$1,001 - $15,000
6 months+28.4%S&P +8.0%
"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.