1 year
8.74%
Cumulative estimated return
SPY: 14.60%
Outperformance: -5.86 percentage points
2025-09-15 – 2026-09-15
Missing information
- 29 sales exceeding observed holdings (unmatched amount omitted).
- 17 rows without a saved price.
Republican · Boozman, John (Senator)
Wikipedia biography ↗Years Elected: About 24.8Rank: #70
Federal elected service; earlier service not yet verified.
8.74%
Cumulative estimated return
SPY: 14.60%
Outperformance: -5.86 percentage points
2025-09-15 – 2026-09-15
34.69%
Cumulative estimated return
SPY: 61.75%
Outperformance: -27.06 percentage points
2023-12-20 – 2026-09-15
34.69%
Cumulative estimated return
SPY: 61.75%
Outperformance: -27.06 percentage points
2023-12-20 – 2026-09-15
As of Sep 15, 2026. 187 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 |
|---|---|---|---|---|---|---|
| ATO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $162.04Sep 15, 2026 | Unavailable |
| HD | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RTX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $195.50Sep 15, 2026 | Unavailable |
| BRK.B | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| WMT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
| AMD | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $504.20Sep 15, 2026 | Unavailable |
| LLY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $1136.11Sep 15, 2026 | Unavailable |
| ETN | Joint | None (or less than $1,001) | Unavailable | Unavailable | $392.40Sep 15, 2026 | Unavailable |
| COST | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $901.35Sep 15, 2026 | Unavailable |
| ANET | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $192.84Sep 15, 2026 | Unavailable |
| PYPL | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $53.81Sep 15, 2026 | Unavailable |
| WFC | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GE | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ADBE | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $257.76Sep 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.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| AES - The AES Corporation Common Stock | joint | 25.97402597402597402597402597 | 384.42 |
| Applied Materials, Inc. - Common Stock | joint | 9.64217126270089950312914619 | 4060.99 |
| Ares Management Corporation Class A Common Stock | joint | 78.62126572327044025157232704 | 10150.01 |
| BAC - Bank of America Corporation Common Stock | joint | 145.4636363636363636363636364 | 8658.00 |
| BRK.B - Berkshire Hathaway Inc. New Common Stock | joint | 15.91664179846811896946185218 | 8225.08 |
| CMCSA - Comcast Corporation - Class A Common Stock | joint | 14.22099656193187118735082175 | 347.28 |
| COST - Costco Wholesale Corporation - Common Stock | joint | 9.277663102720504673330704826 | 8362.42 |
| Walt Disney Company | joint | 74.47015794579292891176338193 | 7925.11 |
| Devon Energy Corporation Common Stock | joint | 167.0948203842940685045948204 | 8576.98 |
| Estee Lauder Companies, Inc. (The) Common Stock | joint | 95.57400549516186835503524071 | 9199.00 |
| IQV - IQVIA Holdings, Inc. Common Stock | joint | 35.49310145956257486358191739 | 9571.42 |
| Kroger Company (The) Common Stock | joint | 119.0905031259303364096457279 | 7413.38 |
| LOW - Lowe's Companies, Inc. Common Stock | joint | 33.17507049261900812738430917 | 6456.20 |
| MDLZ - Mondelez International, Inc. - Class A Common Stoc | joint | 148.6253018762771688649451978 | 9229.63 |
| Palantir Technologies Inc. - Class A Common Stock | joint | 59.70967982685275020523919695 | 10303.50 |
| VLO - Valero Energy Corporation Common Stock | joint | 3.071441734750291786964801278 | 1219.49 |
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. | ||||||
187 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 |
|---|---|---|---|---|
| MDLZ — Mondelez Intl Inc | Joint | Sale (partial) | Jul 31, 2025 | Sep 11, 2026 |
| GD — General Dynamics Corp | Joint | Sale (partial) | Jul 31, 2025 | Sep 11, 2026 |
| Not reported — BRK-B - Berkshire Hathaway Inc Class B | Joint | Purchase | Jul 24, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Company | Joint | Sale (partial) | Jul 24, 2025 | Sep 11, 2026 |
| GIGB — Goldman Sachs Access Investment Grade Corporate Bo | Joint | Purchase | Jul 8, 2025 | Sep 11, 2026 |
| MU — Micron Technology | Joint | Sale (partial) | Jul 1, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock | Joint | Purchase | Jun 11, 2025 | Sep 11, 2026 |
| UNH — Unitedhealth Group Inc | Joint | Sale (full) | Jun 11, 2025 | Sep 11, 2026 |
| MU — Micron Technology | Joint | Sale (partial) | Jun 11, 2025 | Sep 11, 2026 |
| FBIN — Fortune Brands Innovations Inc | Joint | Sale (full) | May 30, 2025 | Sep 11, 2026 |
| RTX — Raytheon Technologies Corp | Joint | Purchase | May 30, 2025 | Sep 11, 2026 |
| META — Meta Platforms Inc | Joint | Purchase | May 30, 2025 | Sep 11, 2026 |
| NRG — NRG Energy | Joint | Sale (partial) | May 20, 2025 | Sep 11, 2026 |
| LOW — Lowe's Companies | Joint | Sale (partial) | May 20, 2025 | Sep 11, 2026 |
| GD — General Dynamics Corp | Joint | Sale (partial) | May 20, 2025 | Sep 11, 2026 |
| DTE — Dte Energy Company | Joint | Sale (full) | May 20, 2025 | Sep 11, 2026 |
| HD — Home Depot | Joint | Purchase | May 20, 2025 | Sep 11, 2026 |
| ATO — Atmos Energy Corp | Joint | Purchase | May 20, 2025 | Sep 11, 2026 |
| GOOGL — Alphabet Cl A | Joint | Purchase | May 20, 2025 | Sep 11, 2026 |
| META — Meta Platforms Inc | Joint | Purchase | May 16, 2025 | Sep 11, 2026 |
| HD — Home Depot | Joint | Purchase | May 16, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com Inc | Joint | Purchase | May 16, 2025 | Sep 11, 2026 |
| VLO — Valero Energy Corp | Joint | Sale (full) | May 13, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Joint | Purchase | May 13, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock | Joint | Purchase | May 13, 2025 | Sep 11, 2026 |
| CRM — Salesforce Inc | Joint | Sale (partial) | Apr 22, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Joint | Purchase | Apr 22, 2025 | Sep 11, 2026 |
| LRCX — Lam Research Corp | Joint | Sale (partial) | Apr 16, 2025 | Sep 11, 2026 |
| GILD — Gilead Sciences Inc | Joint | Sale (full) | Apr 16, 2025 | Sep 11, 2026 |
| AMAT — Applied Materials | Joint | Sale (partial) | Apr 16, 2025 | Sep 11, 2026 |
| UNH — Unitedhealth Group Inc | Joint | Purchase | Apr 16, 2025 | Sep 11, 2026 |
| ORCL — Oracle Corp | Joint | Purchase | Apr 16, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Joint | Purchase | Apr 16, 2025 | Sep 11, 2026 |
| BAC — Bank of America Corp | Joint | Sale (partial) | Apr 15, 2025 | Sep 11, 2026 |
| META — Meta Platforms Inc | Joint | Purchase | Apr 15, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Company | Joint | Sale (partial) | Apr 8, 2025 | Sep 11, 2026 |
| COLPAL — COLGATE PALMOLIVE LTD. | Joint | Purchase | Apr 8, 2025 | Sep 11, 2026 |
| CBOE — Cboe Global Markets, Inc. Common Stock | Joint | Purchase | Apr 8, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock | Joint | Purchase | Apr 8, 2025 | Sep 11, 2026 |
| AMAT — Applied Materials | Joint | Purchase | Mar 19, 2025 | Sep 11, 2026 |
| DTE — Dte Energy Company | Joint | Sale (partial) | Mar 19, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Joint | Purchase | Feb 26, 2025 | Sep 11, 2026 |
| MSI — Motorola Solutions | Joint | Purchase | Feb 26, 2025 | Sep 11, 2026 |
| ECL — Ecolab Inc | Joint | Purchase | Feb 26, 2025 | Sep 11, 2026 |
| AXP — American Express Company | Joint | Purchase | Feb 26, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com Inc | Joint | Purchase | Feb 26, 2025 | Sep 11, 2026 |
| FTGC — First Trust Global Tactical Commodity Strategy Fun | Joint | Sale (partial) | Feb 26, 2025 | Sep 11, 2026 |
| EMLP — First Trust North American Energy Infrastructure F | Joint | Sale (partial) | Feb 26, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Joint | Purchase | Feb 14, 2025 | Sep 11, 2026 |
| BSX — Boston Scientific Corp | Joint | Purchase | Feb 13, 2025 | Sep 11, 2026 |
120 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.