Congressional Purchases
- Tech
- Finance
- Finance
- #3 / 6
Performance
Growth of $1,000 · 5 years
$1,185.73+$185.73 (+18.57%)
S&P 500: 1,290.35
| Date | Portfolio | S&P 500 |
|---|---|---|
| Jun 11, 2025 | $1,000.00 | $1,000.00 |
| Jun 15, 2025 | $973.95 | $996.43 |
| Jun 22, 2025 | $979.36 | $991.89 |
| Jun 29, 2025 | $1,004.25 | $1,026.32 |
| Jul 6, 2025 | $1,035.56 | $1,043.73 |
| Jul 13, 2025 | $1,032.39 | $1,040.86 |
| Jul 20, 2025 | $1,041.40 | $1,047.47 |
| Jul 27, 2025 | $1,065.18 | $1,063.36 |
| Aug 3, 2025 | $1,024.58 | $1,037.69 |
| Aug 10, 2025 | $1,024.12 | $1,063.49 |
| Aug 17, 2025 | $1,038.06 | $1,073.94 |
| Aug 24, 2025 | $1,083.98 | $1,077.06 |
| Aug 31, 2025 | $1,085.94 | $1,076.63 |
| Sep 7, 2025 | $1,104.46 | $1,080.28 |
| Sep 14, 2025 | $1,109.69 | $1,097.26 |
| Sep 21, 2025 | $1,103.68 | $1,107.75 |
| Sep 28, 2025 | $1,089.59 | $1,104.62 |
| Oct 5, 2025 | $1,088.92 | $1,116.95 |
| Oct 12, 2025 | $1,040.08 | $1,089.93 |
| Oct 19, 2025 | $1,059.18 | $1,108.91 |
| Oct 26, 2025 | $1,076.30 | $1,130.37 |
| Nov 2, 2025 | $1,089.27 | $1,138.40 |
| Nov 9, 2025 | $1,073.27 | $1,119.89 |
| Nov 16, 2025 | $1,066.93 | $1,121.49 |
| Nov 23, 2025 | $1,046.82 | $1,099.96 |
| Nov 30, 2025 | $1,108.33 | $1,140.62 |
| Dec 7, 2025 | $1,125.68 | $1,144.46 |
| Dec 14, 2025 | $1,125.89 | $1,137.90 |
| Dec 21, 2025 | $1,103.70 | $1,135.94 |
| Dec 28, 2025 | $1,118.42 | $1,152.17 |
| Jan 4, 2026 | $1,106.72 | $1,140.25 |
| Jan 11, 2026 | $1,139.62 | $1,158.44 |
| Jan 18, 2026 | $1,139.51 | $1,154.42 |
| Jan 25, 2026 | $1,120.48 | $1,150.37 |
| Feb 1, 2026 | $1,101.33 | $1,154.94 |
| Feb 8, 2026 | $1,123.84 | $1,152.69 |
| Aug 10, 2026 | $1,185.73 | $1,290.35 |
PortfolioS&P 500
- Time-weighted return
- +18.57%
- Modified Dietz return
- +18.57%
- Normalized wealth
- 1,185.73
- Holdings
- 8
Holdings
| Instrument | Weight | Quantity | Value | Unrealized 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 |