Congressional Purchases

congressional-purchases@user78758395Public
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Finance
#4 / 6

Performance

Growth of $1,000 · 6 months

$1,103.50+$103.50 (+10.35%)

S&P 500: 1,217.97

Portfolio performance over 6 months
DatePortfolio
Mar 27, 2026$1,000.00
Sep 25, 2026$1,103.50
Time-weighted return
+10.35%
Modified Dietz return
+10.35%
Normalized wealth
1,103.5
Holdings
8

Holdings

InstrumentWeightQuantityValueUnrealized P&L
AVGOBroadcom Inc. Common Stock+16.54%4.07$1,438.25$438.27
FITBFifth Third Bancorp+15.03%25.08$1,306.81$306.76
IJRiShares Core S&P Small-Cap ETF+14.52%9.1$1,262.56$262.54
DAYDayforce, Inc.+13.43%16.72$1,168.18$168.22
ARLPAlliance Resource Partners LP+11.13%38.48$967.48-$32.71
HTGCHercules Capital, Inc.+10.81%55.39$939.91-$60.37
CRMSalesforce, Inc.+10.05%3.72$873.56-$126.44
FBINFortune Brands Innovations, Inc.+8.51%18.8$739.80-$260.20

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