1 year
3.43%
Cumulative estimated return
SPY: 13.01%
Outperformance: -9.58 percentage points
2025-10-24 – 2026-10-26
Missing information
- 1 rows without a saved price.
- 3 sales exceeding observed holdings (unmatched amount omitted).
Republican · House TN07
Wikipedia biography ↗Years Elected: About 0.9Rank: #87
Federal elected service; earlier service not yet verified.
3.43%
Cumulative estimated return
SPY: 13.01%
Outperformance: -9.58 percentage points
2025-10-24 – 2026-10-26
33.31%
Cumulative estimated return
SPY: 28.20%
Outperformance: 5.11 percentage points
2025-06-13 – 2026-10-26
33.31%
Cumulative estimated return
SPY: 28.20%
Outperformance: 5.11 percentage points
2025-06-13 – 2026-10-26
As of Oct 26, 2026. 13 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 Jun 13, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| ACN | Not reported | $1 - $1,000 | Unavailable | Unavailable | $258.24Oct 30, 2026 | Unavailable |
| ADBE | Not reported | $1 - $1,000 | Unavailable | Unavailable | $250.23Oct 30, 2026 | Unavailable |
| AVAV | Not reported | $1 - $1,000 | Unavailable | Unavailable | $126.11Oct 30, 2026 | Unavailable |
| GOOGL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $279.84Oct 30, 2026 | Unavailable |
| AMZN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AMBA | Not reported | $1 - $1,000 | Unavailable | Unavailable | $63.12Oct 30, 2026 | Unavailable |
| AAPL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| ASTS | Not reported | $1 - $1,000 | Unavailable | Unavailable | $40.97Oct 30, 2026 | Unavailable |
| T | Not reported | $1 - $1,000 | Unavailable | Unavailable | $21.41Oct 30, 2026 | Unavailable |
| BKSY | Not reported | $1 - $1,000 | Unavailable | Unavailable | $17.87Oct 30, 2026 | Unavailable |
| BA | Not reported | $1 - $1,000 | Unavailable | Unavailable | $171.55Oct 30, 2026 | Unavailable |
| AI | Not reported | $1 - $1,000 | Unavailable | Unavailable | $11.85Oct 30, 2026 | Unavailable |
| COF | Not reported | $1 - $1,000 | Unavailable | Unavailable | $204.85Oct 30, 2026 | Unavailable |
| CRNC | Not reported | $1 - $1,000 | Unavailable | Unavailable | $8.09Oct 30, 2026 | Unavailable |
| CEVA | Not reported | $1 - $1,000 | Unavailable | Unavailable | $29.52Oct 30, 2026 | Unavailable |
| SATS | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ESLT | Not reported | $1 - $1,000 | Unavailable | Unavailable | $779.68Oct 30, 2026 | Unavailable |
| ERJ | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| XOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $187.25Oct 30, 2026 | Unavailable |
| F | Not reported | $1 - $1,000 | Unavailable | Unavailable | $12.25Oct 30, 2026 | Unavailable |
| GE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GEHC | Not reported | $1 - $1,000 | Unavailable | Unavailable | $76.57Oct 30, 2026 | Unavailable |
| GEV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $857.87Oct 30, 2026 | Unavailable |
| GSAT | Not reported | $1 - $1,000 | Unavailable | Unavailable | $82.30Oct 30, 2026 | Unavailable |
| HEI | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HXL | Not reported | $1 - $1,000 | Unavailable | Unavailable | $77.84Oct 30, 2026 | Unavailable |
| INTC | Not reported | $1 - $1,000 | Unavailable | Unavailable | $65.76Oct 30, 2026 | Unavailable |
| IBM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INTU | Not reported | $1 - $1,000 | Unavailable | Unavailable | $341.09Oct 30, 2026 | Unavailable |
| IRDM | Not reported | $1 - $1,000 | Unavailable | Unavailable | $44.91Oct 30, 2026 | Unavailable |
| KTOS | Not reported | $1 - $1,000 | Unavailable | Unavailable | $41.09Oct 30, 2026 | Unavailable |
| LHX | Not reported | $1 - $1,000 | Unavailable | Unavailable | $277.61Oct 30, 2026 | Unavailable |
| LDOS | Not reported | $1 - $1,000 | Unavailable | Unavailable | $142.98Oct 30, 2026 | Unavailable |
| LMT | Not reported | $1 - $1,000 | Unavailable | Unavailable | $636.95Oct 30, 2026 | Unavailable |
| META | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $614.99Oct 30, 2026 | Unavailable |
| MSFT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| MOG.A | Not reported | $1 - $1,000 | Unavailable | Unavailable | $350.67Oct 30, 2026 | Unavailable |
| NNDM | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NICE | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NOC | Not reported | $1 - $1,000 | Unavailable | Unavailable | $557.54Oct 30, 2026 | Unavailable |
| NVDA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| PSN | Not reported | $1 - $1,000 | Unavailable | Unavailable | $50.69Oct 30, 2026 | Unavailable |
| PL | Not reported | $1 - $1,000 | Unavailable | Unavailable | $13.47Oct 30, 2026 | Unavailable |
| RDW | Not reported | $1 - $1,000 | Unavailable | Unavailable | $8.39Oct 30, 2026 | Unavailable |
| RKLB | Not reported | $1 - $1,000 | Unavailable | Unavailable | $54.73Oct 30, 2026 | Unavailable |
| RTX | Not reported | $1 - $1,000 | Unavailable | Unavailable | $199.80Oct 30, 2026 | Unavailable |
| SSTK | Not reported | $1 - $1,000 | Unavailable | Unavailable | $4.14Oct 30, 2026 | Unavailable |
| SIRI | Not reported | $1 - $1,000 | Unavailable | Unavailable | $29.01Oct 30, 2026 | Unavailable |
| SOUN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $4.22Oct 30, 2026 | Unavailable |
| LUV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $42.43Oct 30, 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.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Apple Inc. - Common Stock (AAPL) [ST] | not_reported | 13.98931071635825434955284532 | 4811.06 |
| Schwab One Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 1.605659106220525488434763081 | 396.97 |
| Schwab One Account ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | not_reported | 1.277828839869281045751633987 | 330.47 |
| Schwab One Account ⇒ C3.ai, Inc. Class A Common Stock (AI) [ST] | not_reported | 21.06481481481481481481481481 | 269.42 |
| Schwab One Account ⇒ Ambarella, Inc. - Ordinary Shares (AMBA) [ST] | not_reported | 9.865957027399960575596294106 | 659.24 |
| Amazon.com, Inc. - Common Stock (AMZN) [ST] | not_reported | 5.19805717505548464254090914 | 1294.78 |
| Schwab One Account ⇒ AST SpaceMobile, Inc. - Class A Common Stock (ASTS) [ST] | not_reported | 13.04404482668751628876726609 | 514.59 |
| Schwab One Account ⇒ AeroVironment, Inc. - Common Stock (AVAV) [ST] | not_reported | 2.565351101998974884674525884 | 321.82 |
| Schwab One Account ⇒ Boeing Company (BA) [ST] | not_reported | 2.498502396166134185303514377 | 470.49 |
| Schwab One Account ⇒ BlackSky Technology Inc. Class A Common Stock (BKSY) [ST] | not_reported | 45.95959595959595959595959596 | 819.92 |
| Schwab One Account ⇒ CEVA, Inc. - Common Stock (CEVA) [ST] | not_reported | 25.16339869281045751633986928 | 740.06 |
| Schwab One Account ⇒ Capital One Financial Corporation Common Stock (COF) [ST] | not_reported | 2.595550484883057615516257844 | 525.21 |
| Schwab One Account ⇒ Cerence Inc. - Common Stock (CRNC) [ST] | not_reported | 59.37129300118623962040332147 | 493.97 |
| Schwab One Account ⇒ EchoStar Corporation - Common stock (SATS) [ST] | not_reported | 29.72090261282660332541567696 | 2652.89 |
| Schwab One Account ⇒ Elbit Systems Ltd. - Ordinary Shares (ESLT) [ST] | not_reported | 1.100241811387118047922620356 | 855.94 |
| Schwab One Account ⇒ Ford Motor Company Common Stock (F) [ST] | not_reported | 47.98657718120805369127516779 | 555.68 |
| Schwab One Account ⇒ GE HealthCare Technologies Inc. - Common Stock (GEHC) [ST] | not_reported | 6.927335640138408304498269896 | 498.63 |
| GE Vernova Inc. Common Stock (GEV) [ST] | not_reported | 8.577459566511430670234434505 | 7330.47 |
| Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | not_reported | 24.36881995561738831134673207 | 7720.04 |
| Schwab One Account ⇒ Globalstar, Inc. (GSAT) [ST] | not_reported | 22.80182232346241457858769932 | 1889.82 |
| Schwab One Account ⇒ Heico Corporation Common Stock (HEI) [ST] | not_reported | 1.638297872340425531914893617 | 507.40 |
| Schwab One Account ⇒ Hexcel Corporation Common Stock (HXL) [ST] | not_reported | 9.141552511415525114155251142 | 728.95 |
| Schwab One Account ⇒ Intuit Inc. - Common Stock (INTU) [ST] | not_reported | 0.6638107111594472001909864983 | 225.62 |
| Schwab One Account ⇒ Iridium Communications Inc - Common Stock (IRDM) [ST] | not_reported | 17.47555865921787709497206704 | 777.92 |
| Schwab One Account ⇒ Kratos Defense & Security Solutions, Inc. - Common Stock (KTOS) [ST] | not_reported | 11.98515325670498084291187739 | 484.56 |
| Schwab One Account ⇒ Leidos Holdings, Inc. Common Stock (LDOS) [ST] | not_reported | 3.364479698843775208389351976 | 470.56 |
| Schwab One Account ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST] | not_reported | 1.947546597143857737655161679 | 506.81 |
| Schwab One Account ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | not_reported | 1.028882721759687532120464590 | 653.55 |
| Southwest Airlines Company Common Stock (LUV) [ST] | not_reported | 83.4629220204020867350156042 | 3576.39 |
| Schwab One Account ⇒ Moog Inc. Class A Common Stock (MOG.A) [ST] | not_reported | 2.757271925958572058175407669 | 987.85 |
| Schwab One Account ⇒ Nano Dimension Ltd. - American Depositary Shares (NNDM) [ST] | not_reported | 347.5694444444444444444444444 | 486.60 |
| Schwab One Account ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | not_reported | 0.9686096919027713268307787583 | 547.66 |
| NVIDIA Corporation - Common Stock (NVDA) [ST] | not_reported | 17.78009783652193927869525032 | 3840.50 |
| Schwab One Account ⇒ UiPath, Inc. Class A Common Stock (PATH) [ST] | not_reported | 40.89052287581699346405228758 | 584.73 |
| Schwab One Account ⇒ Planet Labs PBC Class A Common Stock (PL) [ST] | not_reported | 93.20297951582867783985102421 | 1282.47 |
| Schwab One Account ⇒ Parsons Corporation Common Stock (PSN) [ST] | not_reported | 7.176656151419558359621451104 | 358.76 |
| Schwab One Account ⇒ Redwire Corporation Common Stock (RDW) [ST] | not_reported | 26.23165618448637316561844864 | 218.25 |
| Schwab One Account ⇒ Rocket Lab Corporation - Common Stock (RKLB) [ST] | not_reported | 19.69696969696969696969696970 | 1060.09 |
| Schwab One Account ⇒ RTX Corporation Common Stock (RTX) [ST] | not_reported | 3.435376484316013453222595923 | 678.42 |
| Schwab One Account ⇒ SiriusXM Holdings Inc. - Common Stock (SIRI) [ST] | not_reported | 23.50868952559887271019257868 | 644.49 |
| Schwab One Account ⇒ SoundHound AI, Inc. - Class A Common Stock (SOUN) [ST] | not_reported | 879.1758241758241758241758242 | 3727.71 |
| Schwab One Account ⇒ Spire Global, Inc. Class A Common Stock (SPIR) [ST] | not_reported | 45.91743119266055045871559633 | 419.69 |
| Schwab One Account ⇒ Shutterstock, Inc. Common Stock (SSTK) [ST] | not_reported | 28.48605577689243027888446215 | 125.05 |
| Schwab One Account ⇒ Synaptics Incorporated - Common Stock (SYNA) [ST] | not_reported | 8.131600324939073923639317628 | 954.24 |
| Schwab One Account ⇒ AT&T Inc. (T) [ST] | not_reported | 17.75452288045406172401560837 | 370.18 |
| Tapestry, Inc. Common Stock (TPR) [ST] | not_reported | 194.3132282917370499788312457 | 21549.34 |
| Schwab One Account ⇒ Thomson Reuters Corp - Common Shares (TRI) [ST] | not_reported | 2.524448155737704623272426406 | 308.18 |
| Schwab One Account ⇒ ViaSat, Inc. - Common Stock (VSAT) [ST] | not_reported | 39.72222222222222222222222222 | 2637.16 |
| Schwab One Account ⇒ Xometry, Inc. - Class A Common Stock (XMTR) [ST] | not_reported | 16.59482758620689655172413793 | 1494.36 |
| Exxon Mobil Corporation Common Stock (XOM) [ST] | not_reported | 14.95943011151120586948416177 | 2760.61 |
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. | ||||||
13 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.
4 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.
| Filed | Report | Holdings date | Availability |
|---|---|---|---|
| Jun 17, 2026 | Matthew Robert Van Epps — PTR filed 2026-06-17 Ptr | Not established | Parsed |
| Jun 15, 2026 | Matthew Robert Van Epps — Financial disclosure (H) filed 2026-06-15 Financial | Not established | Needs review |
| Jun 10, 2026 | Matthew Robert Van Epps — Financial disclosure (X) filed 2026-06-10 Financial | Not established | Needs review |
| Nov 19, 2025 | Matthew Robert Van Epps — Financial disclosure (C) filed 2025-11-19 Financial | Jun 13, 2025 | Parsed |