Congressional Purchases

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Performance

Growth of $1,000 · 1 year

$1,026.41+$26.41 (+2.64%)

S&P 500: 1,159.74

Portfolio performance over 1 year
DatePortfolioS&P 500
Sep 24, 2025$1,000.00Not available
Sep 24, 2025$1,000.00$1,000.00
Sep 25, 2025$987.01$997.42
Sep 26, 2025$997.44$1,001.23
Sep 29, 2025$993.53$1,004.50
Sep 30, 2025$992.63$1,003.52
Oct 1, 2025$990.58$1,009.44
Oct 2, 2025$1,000.70$1,012.26
Oct 3, 2025$999.39$1,012.82
Oct 6, 2025$995.60$1,014.87
Oct 7, 2025$982.81$1,017.67
Oct 8, 2025$987.47$1,016.86
Oct 9, 2025$984.17$1,017.27
Oct 10, 2025$963.08$997.40
Oct 13, 2025$972.02$1,003.23
Oct 14, 2025$979.66$1,003.96
Oct 15, 2025$979.33$1,012.55
Oct 16, 2025$988.68$997.84
Oct 17, 2025$968.49$997.06
Oct 20, 2025$982.75$1,015.98
Oct 21, 2025$988.01$1,014.90
Oct 22, 2025$982.56$1,013.37
Oct 23, 2025$981.13$1,013.42
Oct 24, 2025$984.12$1,026.40
Oct 27, 2025$995.41$1,037.08
Oct 28, 2025$994.56$1,038.39
Oct 29, 2025$991.83$1,042.50
Oct 30, 2025$995.24$1,033.52
Oct 31, 2025$997.82$1,035.46
Nov 3, 2025$993.89$1,034.20
Nov 4, 2025$987.23$1,025.56
Nov 5, 2025$988.72$1,024.95
Nov 6, 2025$984.24$1,016.17
Nov 7, 2025$982.19$1,003.35
Nov 10, 2025$985.24$1,031.33
Nov 11, 2025$989.45$1,028.20
Nov 12, 2025$990.78$1,034.26
Nov 13, 2025$979.83$1,026.80
Nov 14, 2025$969.26$1,017.84
Nov 17, 2025$955.99$1,007.46
Nov 18, 2025$951.49$997.45
Nov 19, 2025$948.85$1,002.86
Nov 20, 2025$957.78$1,021.75
Nov 21, 2025$958.20$1,000.00
Nov 24, 2025$977.14$1,012.09
Nov 25, 2025$996.43$1,013.19
Nov 26, 2025$999.90$1,030.88
Nov 28, 2025$1,013.29$1,034.28
Dec 1, 2025$1,005.00$1,029.55
Dec 2, 2025$1,006.72$1,031.46
Dec 3, 2025$1,007.33$1,035.10
Dec 4, 2025$1,017.19$1,033.42
Dec 5, 2025$1,026.84$1,038.17
Dec 8, 2025$1,031.39$1,034.64
Dec 9, 2025$1,030.16$1,033.75
Dec 10, 2025$1,046.50$1,034.96
Dec 11, 2025$1,054.24$1,033.21
Dec 12, 2025$1,039.23$1,031.81
Dec 15, 2025$1,010.90$1,030.25
Dec 16, 2025$1,005.72$1,027.28
Dec 17, 2025$1,014.04$1,017.91
Dec 18, 2025$1,009.14$1,023.80
Dec 19, 2025$1,005.25$1,028.11
Dec 22, 2025$1,012.55$1,036.46
Dec 23, 2025$1,010.62$1,038.92
Dec 24, 2025$1,019.51$1,044.86
Dec 26, 2025$1,022.51$1,044.75
Dec 29, 2025$1,016.69$1,041.03
Dec 30, 2025$1,016.49$1,039.76
Dec 31, 2025$1,011.20$1,032.05
Jan 2, 2026$1,011.82$1,033.94
Jan 5, 2026$1,015.72$1,040.83
Jan 6, 2026$1,031.15$1,043.04
Jan 7, 2026$1,024.55$1,048.83
Jan 8, 2026$1,031.52$1,042.66
Jan 9, 2026$1,039.07$1,046.51
Jan 12, 2026$1,045.20$1,052.09
Jan 13, 2026$1,044.41$1,051.72
Jan 14, 2026$1,034.56$1,039.55
Jan 15, 2026$1,039.59$1,047.67
Jan 16, 2026$1,040.44$1,046.79
Jan 20, 2026$1,024.15$1,025.48
Jan 21, 2026$1,027.56$1,029.17
Jan 22, 2026$1,048.49$1,042.81
Jan 23, 2026$1,033.82$1,043.68
Jan 26, 2026$1,022.04$1,048.41
Jan 27, 2026$1,024.79$1,053.05
Jan 28, 2026$1,024.53$1,052.90
Jan 29, 2026$1,016.06$1,045.89
Jan 30, 2026$1,010.61$1,047.26
Feb 2, 2026$1,014.85$1,052.47
Feb 3, 2026$1,019.63$1,043.57
Sep 24, 2026$1,026.41$1,159.74
PortfolioS&P 500
Time-weighted return
+2.64%
Modified Dietz return
+2.64%
Normalized wealth
1,026.41
Holdings
8

Holdings

InstrumentWeightQuantityValueUnrealized P&L
AVGOBroadcom Inc. Common Stock+16.47%4.07$1,426.89$426.91
FITBFifth Third Bancorp+14.84%25.08$1,286.25$286.19
IJRiShares Core S&P Small-Cap ETF+14.46%9.1$1,253.46$253.44
DAYDayforce, Inc.+13.48%16.72$1,168.18$168.22
ARLPAlliance Resource Partners LP+11.50%38.48$996.34-$3.85
HTGCHercules Capital, Inc.+10.75%55.39$931.60-$68.68
CRMSalesforce, Inc.+10.26%3.72$888.83-$111.17
FBINFortune Brands Innovations, Inc.+8.25%18.8$714.61-$285.39

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