405 annual source rows remain unresolved or superseded; excluded from usable transactions.
As of Oct 26, 2026. 140 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.
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 Oct 26, 2026
Asset
Owner
Estimated units
Estimated value
Berkshire Hathaway Inc. New (BRK.B) [ST]
not_reported
149.2101860141251367750920123
81850.74
Kyndryl Holdings, Inc. (KD) [ST]
not_reported
301.2236445783132530120481928
4421.96
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. Unreconciled 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
204 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
Public-equity transactions, newest transaction dates first
PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)
$1,001 - $15,000
Original ↗ · Row 20 · Annual not_reported · P · $1,001 - $15,000
Nov 4, 2021
Sep 14, 2026
All disclosures
84 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.