Congressional Purchases

congressional-purchases@user78758395Public
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Finance
#4 / 6

Performance

Growth of $1,000 · 1 month

$1,033.59+$33.59 (+3.36%)

S&P 500: 1,027.1

Portfolio performance over 1 month
DatePortfolio
Jul 13, 2026$1,000.00
Aug 10, 2026$1,033.59
Time-weighted return
+3.36%
Modified Dietz return
+3.36%
Normalized wealth
1,033.59
Holdings
8

Holdings

InstrumentWeightQuantityValueUnrealized P&L
AVGOBroadcom Inc. Common Stock+18.74%4.07$1,724.82$724.85
FITBFifth Third Bancorp+15.45%25.08$1,422.70$422.65
IJRiShares Core S&P Small-Cap ETF+14.62%9.1$1,346.16$346.14
DAYDayforce, Inc.+12.69%16.72$1,168.18$168.22
ARLPAlliance Resource Partners LP+10.40%38.48$957.47-$42.72
HTGCHercules Capital, Inc.+10.28%55.39$946.55-$53.72
FBINFortune Brands Innovations, Inc.+9.82%18.8$904.30-$95.69
CRMSalesforce, Inc.+7.99%3.72$735.98-$264.02

Version history

1 merged · 0 open
  1. Merged#157 Initial change@user78758395 · Created Jun 4, 2025, 11:50 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified