1 year
18.03%
Cumulative estimated return
SPY: 14.60%
Outperformance: 3.43 percentage points
2025-09-15 – 2026-09-15
Missing information
- 31 sales exceeding observed holdings (unmatched amount omitted).
- 1 rows without a saved price.
David J. Taylor
Updated Sep 14, 2026Republican · House OH02
Wikipedia biography ↗Years Elected: About 1.7Rank: #50
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2025 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
46.01%
Cumulative estimated return
SPY: 25.35%
Outperformance: 20.66 percentage points
2025-02-05 – 2026-09-15
Missing information
- 31 sales exceeding observed holdings (unmatched amount omitted).
- 1 rows without a saved price.
- Available investment history starts 2025-02-05.
5 years
46.01%
Cumulative estimated return
SPY: 25.35%
Outperformance: 20.66 percentage points
2025-02-05 – 2026-09-15
Missing information
- 31 sales exceeding observed holdings (unmatched amount omitted).
- 1 rows without a saved price.
- Available investment history starts 2025-02-05.
As of Sep 15, 2026. 177 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| GOOGL | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $344.98Sep 15, 2026 | Unavailable |
| AEP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $120.61Sep 15, 2026 | Unavailable |
| AMGN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| APPL | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| T | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AVGO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $339.27Sep 15, 2026 | Unavailable |
| CVX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $217.77Sep 15, 2026 | Unavailable |
| ETN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $392.40Sep 15, 2026 | Unavailable |
| LLY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $1136.11Sep 15, 2026 | Unavailable |
| FITB | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| IBP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $199.64Sep 15, 2026 | Unavailable |
| JPM | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| KR | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $62.25Sep 15, 2026 | Unavailable |
| LRCX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $270.87Sep 15, 2026 | Unavailable |
| MPC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $410.84Sep 15, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| PH | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PG | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PGR | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PLD | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $135.84Sep 15, 2026 | Unavailable |
| RPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $100.60Sep 15, 2026 | Unavailable |
| CRM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $255.65Sep 15, 2026 | Unavailable |
| UNH | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $375.93Sep 15, 2026 | Unavailable |
| V | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| GOOGL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $344.98Sep 15, 2026 | Unavailable |
| AEP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $120.61Sep 15, 2026 | Unavailable |
| AMGN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| AAPL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| T | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AVGO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $339.27Sep 15, 2026 | Unavailable |
| CVX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $217.77Sep 15, 2026 | Unavailable |
| ETN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $392.40Sep 15, 2026 | Unavailable |
| LLY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1136.11Sep 15, 2026 | Unavailable |
| FITB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HD | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| IBP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $199.64Sep 15, 2026 | Unavailable |
| JPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| KR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $62.25Sep 15, 2026 | Unavailable |
| LRCX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $270.87Sep 15, 2026 | Unavailable |
| MPC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $410.84Sep 15, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| PH | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PGR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PLD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $135.84Sep 15, 2026 | Unavailable |
| RPM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $100.60Sep 15, 2026 | Unavailable |
| CRM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $255.65Sep 15, 2026 | Unavailable |
| SJM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| UNH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.93Sep 15, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ American Financial Group, Inc. Common Stock (AFG) [ST] | not_reported | 58.53453321627158326016973954 | 8416.68 |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ AGCO Corporation Common Stock (AGCO) [ST] | not_reported | 76.69190950920245398773006135 | 9493.69 |
| Kroger Company (KR) [ST] | not_reported | 1078.264201886860992700428522 | 67121.95 |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ NiSource Inc Common Stock (NI) [ST] | not_reported | 191.5828544061302681992337165 | 7776.35 |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | not_reported | 56.99742200242016099331825117 | 30279.88 |
| RPM International Inc. Common Stock (RPM) [ST] | not_reported | 624.6904633149674584133739609 | 62843.86 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
318 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| T — Dave's IRA @ Schwab (Home Grown) ⇒ AT&T Inc. (T) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Oct 30, 2025 | Sep 14, 2026 |
| AAPL — Dave's IRA @ Schwab (Home Grown) ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Oct 30, 2025 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Oct 30, 2025 | Sep 11, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Oct 30, 2025 | Sep 11, 2026 |
| PG — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 22, 2025 | Sep 14, 2026 |
| KR — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Kroger Company (KR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 22, 2025 | Sep 14, 2026 |
| LRCX — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 22, 2025 | Sep 14, 2026 |
| PG — Dave's IRA @ Schwab (Home Grown) ⇒ Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 22, 2025 | Sep 14, 2026 |
| AEP — Dave's IRA @ Schwab (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 22, 2025 | Sep 14, 2026 |
| KR — Dave's IRA @ Schwab (Home Grown) ⇒ Kroger Company (KR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 22, 2025 | Sep 14, 2026 |
| LRCX — Dave's IRA @ Schwab (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 22, 2025 | Sep 14, 2026 |
| AEP — American Electric Power Company, Inc. (AEP) [ST] | Not reported | Purchase | Sep 22, 2025 | Sep 11, 2026 |
| KR — Kroger Company (KR) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Sep 22, 2025 | Sep 11, 2026 |
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr | Sep 22, 2025 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Sep 22, 2025 | Sep 11, 2026 |
| KR — Dave's IRA @ Schwab (Home Grown) ⇒ Kroger Company (KR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 16, 2025 | Sep 14, 2026 |
| AMGN — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 9, 2025 | Sep 14, 2026 |
| AEP — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 9, 2025 | Sep 14, 2026 |
| ETN — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 9, 2025 | Sep 14, 2026 |
| AVGO — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 9, 2025 | Sep 14, 2026 |
| VRTX — Dave's IRA @ Schwab (Home Grown) ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 9, 2025 | Sep 14, 2026 |
| AMGN — Dave's IRA @ Schwab (Home Grown) ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 9, 2025 | Sep 14, 2026 |
| AVGO — Dave's IRA @ Schwab (Home Grown) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 9, 2025 | Sep 14, 2026 |
| GOOGL — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 3, 2025 | Sep 14, 2026 |
| CRM — Dave's IRA @ Schwab (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 3, 2025 | Sep 14, 2026 |
| GOOGL — Dave's IRA @ Schwab (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 3, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Sep 3, 2025 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | Purchase | Sep 3, 2025 | Sep 11, 2026 |
| LLY — David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 14, 2025 | Sep 14, 2026 |
| LLY — Dave's IRA @ Schwab (Home Grown) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 14, 2025 | Sep 14, 2026 |
| MPC — Dave's IRA @ Schwab (Home Grown) ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 14, 2025 | Sep 14, 2026 |
| PLD — Dave's IRA @ Schwab (Home Grown) ⇒ Prologis, Inc. Common Stock (PLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 14, 2025 | Sep 14, 2026 |
| LLY — Eli Lilly and Company Common Stock (LLY) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Aug 14, 2025 | Sep 11, 2026 |
| MPC — Marathon Petroleum Corporation Common Stock (MPC) [ST] | Not reported | Purchase | Aug 14, 2025 | Sep 11, 2026 |
| PLD — Prologis, Inc. Common Stock (PLD) [ST] | Not reported | Purchase | Aug 14, 2025 | Sep 11, 2026 |
| V — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Visa Inc. (V) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 13, 2025 | Sep 14, 2026 |
| PG — Dave's IRA @ Schwab (Home Grown) ⇒ Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 97 · Annual Original ↗ · Row 98 · Annual | Aug 13, 2025 | Sep 14, 2026 |
| V — Dave's IRA @ Schwab (Home Grown) ⇒ Visa Inc. (V) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 13, 2025 | Sep 14, 2026 |
| IBP — Dave's IRA @ Schwab (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Aug 13, 2025 | Sep 14, 2026 |
| IBP — Installed Building Products, Inc. Common Stock (IBP) [ST] | Not reported | Sale | Aug 13, 2025 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | Purchase | Aug 13, 2025 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 20 · Ptr Original ↗ · Row 21 · Ptr | Aug 13, 2025 | Sep 11, 2026 |
| VRTX — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 7, 2025 | Sep 14, 2026 |
| PG — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 7, 2025 | Sep 14, 2026 |
| PLD — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Prologis, Inc. Common Stock (PLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 7, 2025 | Sep 14, 2026 |
| CRM — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 7, 2025 | Sep 14, 2026 |
| IBP — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Aug 7, 2025 | Sep 14, 2026 |
| IBP — Installed Building Products, Inc. Common Stock (IBP) [ST] | Not reported | Sale | Aug 7, 2025 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | Purchase | Aug 7, 2025 | Sep 11, 2026 |
| PLD — Prologis, Inc. Common Stock (PLD) [ST] | Not reported | Purchase | Aug 7, 2025 | Sep 11, 2026 |
All disclosures
27 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.