Ritchie Torres
House
Committee on Financial ServicesSelect Committee on the Strategic Competition Between the United States and the Chinese Communist Party
+1.9%
Return per decision, 1 monthS&P +5.0%
That is −3.1 points vs the S&P
−3.7%
Return per decision, 3 monthsS&P +4.3%
That is −7.9 points vs the S&P
+6.3%
Return per decision, 6 monthsS&P +7.3%
That is −1.1 points vs the S&P
Record
Same numbers as the leaderboard
53
Decisions
53
Companies
+1.9%
Return
+5.0%
S&P same days
−3.1
vs S&P
58%
Up
52
Decisions
52
Companies
−3.7%
Return
+4.3%
S&P same days
−7.9
vs S&P
40%
Up
52
Decisions
52
Companies
+6.3%
Return
+7.3%
S&P same days
−1.1
vs S&P
63%
Up
Returns are per decision, equal weight, measured from the day the report became public. 55 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.
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
Since public, S&P
Buy
2000143044McKesson Corporation Common Stock
Jan 7, 2025
$1,001 - $15,000
Since public+12.1%S&P +1.7%
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
Since public, 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
Since publicNot countedwe measure purchases only
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
Since public−34.4%S&P +20.5%
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
Since publicNot yetreported before our prices begin
Sell
direction. Alphabet Inc. - Class A Common Stock
Jul 11, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
direction. American Homes 4 Rent Common Shares of Beneficial Interest
Jul 11, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Buy
direction. American Homes 4 Rent Common Shares of Beneficial Interest
Sep 26, 2024
$1,001 - $15,000
Since public−8.3%S&P +20.5%
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
Since public−16.2%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since public−1.6%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since publicNot 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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since public−22.2%S&P +20.5%
Buy
ASML Holding N.V. - New York Registry Shares
Sep 26, 2024
$1,001 - $15,000
Since public+140.0%S&P +20.5%
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
Since public+140.0%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since public−2.6%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since public−39.5%S&P +20.5%
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
Since publicNot yetreported before our prices begin
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
Since publicNot countedwe measure purchases only
Sell
Broadcom Inc. - Common Stock
Jul 11, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since public+25.0%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since public−16.4%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since public+10.3%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since public+5.3%S&P +20.5%
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
Since publicNot yetreported before our prices begin
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot yetreported before our prices begin
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
Since public+2.4%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since publicNot yetreported before our prices begin
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since public−12.2%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since public−21.1%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since public−12.0%S&P +20.5%
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
Since public+50.4%S&P +20.5%
Buy
JP Morgan Chase & Co. Common Stock
Sep 26, 2024
$1,001 - $15,000
Since public+21.3%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since public+19.2%S&P +20.5%
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
Since public−7.4%S&P +20.5%
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
Since publicNot countedwe measure purchases only
Sell
direction. Lennar Corporation Class A Common Stock
Sep 26, 2024
$1,001 - $15,000
Since publicNot countedwe measure purchases only
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
Since public−37.8%S&P +20.5%
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
Since public−3.1%S&P +20.5%
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
Since public+19.9%S&P +20.5%
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
Since publicNot yetreported before our prices begin
Sell
Marvell Technology, Inc. - Common Stock
Jul 11, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
McCormick & Company, Incorporated Common Stock
Jul 11, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
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
Since public−27.0%S&P +20.5%
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
Since public−27.0%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since public+72.5%S&P +20.5%
Buy
direction. Meta Platforms, Inc. - Class A Common Stock
Sep 26, 2024
$1,001 - $15,000
Since public−17.0%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot yetreported before our prices begin
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
Since public+50.1%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since public+5.6%S&P +20.5%
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
Since public+10.2%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since public−13.2%S&P +20.5%
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
Since publicNot yetreported before our prices begin
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
Since public0.0%S&P +20.5%
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
Since public+24.9%S&P +20.5%
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
Since public+31.7%S&P +20.5%
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
Since publicNot countedwe measure purchases only
Sell
Oracle Corporation Common Stock
Jul 11, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
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
Since public−30.3%S&P +20.5%
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
Since public−20.0%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
Sell
Pepsico, Inc.
Jul 11, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Buy
direction. Plains GP Holdings, L.P. - Class A Shares representing limited partner interests
Sep 26, 2024
$1,001 - $15,000
Since public+48.4%S&P +20.5%
Buy
direction. PPL Corporation Common Stock
Sep 26, 2024
$1,001 - $15,000
Since public−4.5%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot yetreported before our prices begin
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
Since public+27.8%S&P +20.5%
Buy
direction. Public Service Enterprise Group Incorporated Common Stock
Sep 26, 2024
$1,001 - $15,000
Since public−10.9%S&P +20.5%
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
Since public+13.0%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since public+1.3%S&P +20.5%
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
Since public−10.4%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since public+23.2%S&P +20.5%
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
Since public+29.0%S&P +20.5%
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
Since public−29.6%S&P +20.5%
Sell
T-Mobile US, Inc.
Jul 11, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
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
Since public+35.3%S&P +20.5%
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
Since public+28.0%S&P +20.5%
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
Since publicNot countedwe measure purchases only
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
Since public+32.1%S&P +20.5%
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
Since publicNot countednot a stock
Sell
no ticker
US Treasury Note 9128284V9
Jul 11, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot 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
Since publicNot 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
Since publicNot countedwe measure purchases only
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
Since publicNot countednot a stock
Buy
no ticker
US Treasury Note 91282CAY7
Sep 26, 2024
$1,001 - $15,000
Since publicNot 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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot 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
Since publicNot 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
Since publicNot 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
Since publicNot countedwe measure purchases only
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
Since publicNot 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
Since publicNot countedwe measure purchases only
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
Since publicNot 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
Since publicNot 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
Since publicNot 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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot 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
Since publicNot 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
Since publicNot 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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot 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
Since publicNot 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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since publicNot countedwe measure purchases only
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
Since public+31.2%S&P +20.5%
"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. Information, not advice.