1 year
3.96%
Cumulative estimated return
SPY: 14.60%
Outperformance: -10.64 percentage points
2025-09-15 – 2026-09-15
Missing information
- 4 rows without a saved price.
- 79 sales exceeding observed holdings (unmatched amount omitted).
Republican · House AR04
Wikipedia biography ↗Years Elected: About 11.7Rank: #123
Federal elected service; earlier service not yet verified.
3.96%
Cumulative estimated return
SPY: 14.60%
Outperformance: -10.64 percentage points
2025-09-15 – 2026-09-15
-3.98%
Cumulative estimated return
SPY: 29.74%
Outperformance: -33.72 percentage points
2025-03-03 – 2026-09-15
-3.98%
Cumulative estimated return
SPY: 29.74%
Outperformance: -33.72 percentage points
2025-03-03 – 2026-09-15
As of Sep 15, 2026. 213 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.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| 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 |
|---|---|---|---|
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 9.52339251713501639076381182 | 15156.29 |
| Sony Group Corporation American Depositary Shares (SONY) [ST] | not_reported | 315.1468277273533369656146868 | 7538.31 |
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. | ||||||
426 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 |
|---|---|---|---|---|
| BA — Boeing Company (BA) [ST] | Not reported | Purchase | Apr 8, 2025 | Sep 11, 2026 |
| CAT — Caterpillar, Inc. Common Stock (CAT) [ST] | Not reported | Purchase | Apr 8, 2025 | Sep 11, 2026 |
| CSX — CSX Corporation (CSX) [ST] | Not reported | Purchase | Apr 8, 2025 | Sep 11, 2026 |
| DE — Deere & Company Common Stock (DE) [ST] | Not reported | Purchase | Apr 8, 2025 | Sep 11, 2026 |
| ITW — Illinois Tool Works Inc. Common Stock (ITW) [ST] | Not reported | Purchase | Apr 8, 2025 | Sep 11, 2026 |
| RTX — RTX Corporation Common Stock (RTX) [ST] | Not reported | Purchase | Apr 8, 2025 | Sep 11, 2026 |
| LVMUY — Fisher IRA ⇒ LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 2, 2025 | Sep 14, 2026 |
| LVMUY — LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) [ST] | Not reported | Purchase | Apr 2, 2025 | Sep 11, 2026 |
| SONY — Fisher IRA ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 24, 2025 | Sep 14, 2026 |
| SONY — Sony Group Corporation American Depositary Shares (SONY) [ST] | Not reported | Purchase | Mar 24, 2025 | Sep 11, 2026 |
| MHVIY — Fisher IRA ⇒ MITSUBISHI HVY IND U/ADR (MHVIY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 21, 2025 | Sep 14, 2026 |
| MUFG — Fisher IRA ⇒ Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 21, 2025 | Sep 14, 2026 |
| BP — Fisher IRA ⇒ BP p.l.c. Common Stock (BP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 21, 2025 | Sep 14, 2026 |
| BP — BP p.l.c. Common Stock (BP) [ST] | Not reported | Purchase | Mar 21, 2025 | Sep 11, 2026 |
| MHVIY — MITSUBISHI HVY IND U/ADR (MHVIY) [ST] | Not reported | Purchase | Mar 21, 2025 | Sep 11, 2026 |
| MUFG — Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG) [ST] | Not reported | Purchase | Mar 21, 2025 | Sep 11, 2026 |
| AMZN — Fisher IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 93 · Annual | Mar 20, 2025 | Sep 14, 2026 |
| GOOGL — Fisher IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 94 · Annual | Mar 20, 2025 | Sep 14, 2026 |
| AAPL — Fisher IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 95 · Annual | Mar 20, 2025 | Sep 14, 2026 |
| AVGO — Fisher IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 96 · Annual | Mar 20, 2025 | Sep 14, 2026 |
| MSFT — Fisher IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 97 · Annual | Mar 20, 2025 | Sep 14, 2026 |
| NFLX — Fisher IRA ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 98 · Annual | Mar 20, 2025 | Sep 14, 2026 |
| NKE — Fisher IRA ⇒ Nike, Inc. Common Stock (NKE) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Mar 20, 2025 | Sep 14, 2026 |
| SIEGY — Fisher IRA ⇒ Siemens AG American Depositary Shares (SIEGY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 20, 2025 | Sep 14, 2026 |
| SPOT — Fisher IRA ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 20, 2025 | Sep 14, 2026 |
| V — Fisher IRA ⇒ Visa Inc. (V) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 102 · Annual | Mar 20, 2025 | Sep 14, 2026 |
| ASML — Fisher IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 20, 2025 | Sep 14, 2026 |
| HKXCY — Fisher IRA ⇒ Hong Kong Exchanges & Clearing Ltd Unsponsored ADR (HKXCY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 20, 2025 | Sep 14, 2026 |
| MDT — Fisher IRA ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Mar 20, 2025 | Sep 14, 2026 |
| NSRGY — Fisher IRA ⇒ Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 20, 2025 | Sep 14, 2026 |
| PG — Fisher IRA ⇒ Procter & Gamble Company (PG) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 109 · Annual | Mar 20, 2025 | Sep 14, 2026 |
| SAP — Fisher IRA ⇒ SAP SE ADS (SAP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 20, 2025 | Sep 14, 2026 |
| WMT — Fisher IRA ⇒ Walmart Inc. Common Stock (WMT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 111 · Annual | Mar 20, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Not reported | Purchase | Mar 20, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| HKXCY — Hong Kong Exchanges & Clearing Ltd Unsponsored ADR (HKXCY) [ST] | Not reported | Purchase | Mar 20, 2025 | Sep 11, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | Sale | Mar 20, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 62 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| NSRGY — Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] | Not reported | Purchase | Mar 20, 2025 | Sep 11, 2026 |
| NFLX — Netflix, Inc. - Common Stock (NFLX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 70 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| NKE — Nike, Inc. Common Stock (NKE) [ST] | Not reported | Sale | Mar 20, 2025 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 80 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| SAP — SAP SE ADS (SAP) [ST] | Not reported | Purchase | Mar 20, 2025 | Sep 11, 2026 |
| SIEGY — Siemens AG American Depositary Shares (SIEGY) [ST] | Not reported | Purchase | Mar 20, 2025 | Sep 11, 2026 |
| SPOT — Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Not reported | Purchase | Mar 20, 2025 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 108 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| WMT — Walmart Inc. Common Stock (WMT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 109 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
15 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.