Congressional Purchases

congressional-purchases@user78758395Public
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Finance
#3 / 6

Performance

Growth of $1,000 · 6 months

$1,012.74+$12.74 (+1.27%)

S&P 500: 1,114.07

Portfolio performance over 6 months
DatePortfolio
Feb 9, 2026$1,000.00
Aug 10, 2026$1,012.74
Time-weighted return
+1.27%
Modified Dietz return
+1.27%
Normalized wealth
1,012.74
Holdings
8

Holdings

InstrumentWeightQuantityValueUnrealized P&L
AVGOBroadcom Inc. Common Stock+18.73%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$1,346.61$346.59
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.+10.29%55.39$947.66-$52.62
FBINFortune Brands Innovations, Inc.+9.82%18.8$904.30-$95.69
CRMSalesforce, Inc.+8.00%3.72$736.80-$263.20

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