1 year
2.07%
Cumulative estimated return
SPY: 14.60%
Outperformance: -12.53 percentage points
2025-09-15 – 2026-09-15
Missing information
- 4 rows without a saved price.
- 32 sales exceeding observed holdings (unmatched amount omitted).
Democrat · House NY15
Wikipedia biography ↗Years Elected: About 5.7Rank: #116
Federal elected service; earlier service not yet verified.
2.07%
Cumulative estimated return
SPY: 14.60%
Outperformance: -12.53 percentage points
2025-09-15 – 2026-09-15
3.93%
Cumulative estimated return
SPY: 32.34%
Outperformance: -28.41 percentage points
2024-09-26 – 2026-09-15
3.93%
Cumulative estimated return
SPY: 32.34%
Outperformance: -28.41 percentage points
2024-09-26 – 2026-09-15
As of Sep 15, 2026. 124 parsed trades. Ranks use three-year return.
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.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| No individual public-equity holdings are identified in this disclosure. | ||||||
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.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| American Tower Corporation (AMT) [ST] | not_reported | 7.12887719511751969652020227 | 1266.87 |
| Ares Management Corporation Class A Common Stock (ARES) [ST] | not_reported | 0.08663013899468968461405808 | 11.18 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 1.566843915944340808071204046 | 2493.60 |
| Comcast Corporation - Class A Common Stock (CMCSA) [ST] | not_reported | 208.1900977394024136207561507 | 5084.00 |
| L3Harris Technologies, Inc. Common Stock (LHX) [ST] | not_reported | 7.22238591199478384894298590 | 1803.14 |
| Northrop Grumman Corporation Common Stock (NOC) [ST] | not_reported | 1.50106711218177889800319122 | 797.44 |
| Public Service Enterprise Group Incorporated Common Stock (PEG) [ST] | not_reported | 91.51795927705330587966140471 | 6444.69 |
| QUALCOMM Incorporated - Common Stock (QCOM) [ST] | not_reported | 1.27007786165592291492830800 | 238.52 |
| Sherwin-Williams Company (SHW) [ST] | not_reported | 0.40821659776235310405071664 | 131.94 |
| TC Energy Corporation Common Stock (TRP) [ST] | not_reported | 4.4424312494126077864711826 | 271.39 |
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. | ||||||
176 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 |
|---|---|---|---|---|
| NXPI — NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| ODFL — Old Dominion Freight Line, Inc. - Common Stock (ODFL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| OKE — ONEOK, Inc. Common Stock (OKE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| ORCL — Oracle Corporation Common Stock (ORCL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| OTIS — Otis Worldwide Corporation Common Stock (OTIS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| PPL — PPL Corporation Common Stock (PPL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| PLD — Prologis, Inc. Common Stock (PLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| QCOM — QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| TMUS — T-Mobile US, Inc. (TMUS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| TXN — Texas Instruments Incorporated - Common Stock (TXN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| UNP — Union Pacific Corporation Common Stock (UNP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| WMB — Williams Companies, Inc. (WMB) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2024 | Sep 14, 2026 |
| ABBV — AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| ARE — Real estate (see the original disclosure) | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| AMH — American Homes 4 Rent Common Shares of Beneficial Interest (AMH) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 7 · Ptr Original ↗ · Row 6 · Annual | Sep 26, 2024 | Sep 11, 2026 |
| AMT — American Tower Corporation (AMT) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| APO — Apollo Global Management, Inc. (APO) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| APPL — Appell Pete Corp (APPL) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 16 · Ptr Original ↗ · Row 17 · Ptr | Sep 26, 2024 | Sep 11, 2026 |
| BLK — BlackRock, Inc. Common Stock (BLK) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 21 · Ptr Original ↗ · Row 12 · Annual | Sep 26, 2024 | Sep 11, 2026 |
| BX — Blackstone Inc. Common Stock (BX) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| OWL — Blue Owl Capital Inc. Class A Common Stock (OWL) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| CMCSA — Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| SRE — DBA Sempra Common Stock (SRE) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 34 · Ptr Original ↗ · Row 56 · Annual | Sep 26, 2024 | Sep 11, 2026 |
| EIX — Edison International Common Stock (EIX) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| ENB — Enbridge Inc Common Stock (ENB) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| EQT — EQT Corporation Common Stock (EQT) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| EQIX — Equinix, Inc. - Common Stock (EQIX) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| ELS — Equity Lifestyle Properties, Inc. Common Stock (ELS) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| EQR — Equity Residential Common Shares of Beneficial Interest (EQR) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 45 · Ptr Original ↗ · Row 23 · Annual | Sep 26, 2024 | Sep 11, 2026 |
| GLPI — Gaming and Leisure Properties, Inc. - Common Stock (GLPI) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| ICE — Intercontinental Exchange Inc. Common Stock (ICE) [ST] | Not reported | Sale | Sep 26, 2024 | Sep 11, 2026 |
| ICE — Intercontinental Exchange Inc. Common Stock (ICE) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| KMI — Kinder Morgan, Inc. Common Stock (KMI) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| LHX — L3Harris Technologies, Inc. Common Stock (LHX) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| LEN — Lennar Corporation Class A Common Stock (LEN) [ST] | Not reported | Sale | Sep 26, 2024 | Sep 11, 2026 |
| LEN — Lennar Corporation Class A Common Stock (LEN) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 64 · Ptr Original ↗ · Row 32 · Annual | Sep 26, 2024 | Sep 11, 2026 |
| LINE — Lineage, Inc. - Common Stock (LINE) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| LMT — Lockheed Martin Corporation Common Stock (LMT) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| MKC — McCormick & Company, Incorporated Common Stock (MKC) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Purchase | Sep 26, 2024 | Sep 11, 2026 |
27 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.