Republican · Curtis, John R. (Senator)
Wikipedia biography ↗Years Elected: About 9.0Rank: #43
Federal elected service; earlier service not yet verified.
5.76%
Cumulative estimated return
SPY: 13.01%
Outperformance: -7.25 percentage points
2025-10-24 – 2026-10-26
63.39%
Cumulative estimated return
SPY: 85.52%
Outperformance: -22.13 percentage points
2023-10-26 – 2026-10-26
53.19%
Cumulative estimated return
SPY: 67.86%
Outperformance: -14.67 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 284 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 |
|---|---|---|---|
| Apple Inc. (AAPL) [ST] | joint | 154.3530674551467249545989396 | 53083.56 |
| Amazon.com, Inc. (AMZN) [ST] | joint | 79.0266383714888938280560622 | 19684.75 |
| American Express Company (AXP) [ST] | joint | 7.96996799027255880047758220 | 2510.94 |
| AutoZone, Inc. (AZO) [ST] | joint | 4.302619058671677139850151888 | 13725.66 |
| Northwestern Mutual - Joint ⇒ Becton, Dickinson and Company (BDX) [ST] | joint | 41.70372419130846535820374103 | 8190.19 |
| BlackRock, Inc. (BLK) [ST] | joint | 0.71343883725002456765440595 | 804.52 |
| Berkshire Hathaway Inc. New (BRK.B) [ST] | joint | 29.01933911026635427299236224 | 15918.85 |
| Northwestern Mutual - Joint ⇒ Citigroup, Inc. (C) [ST] | joint | 176.8848109661728940968383816 | 21410.14 |
| Comcast Corporation - Class A (CMCSA) [ST] | joint | 45.9732543403963172077483358 | 1013.71 |
| Northwestern Mutual - Joint ⇒ CME Group Inc. - Class a (CME) [ST] | joint | 43.94671793463334248832738259 | 13538.23 |
| Chipotle Mexican Grill, Inc. (CMG) [ST] | joint | 77.8542205954898574308934097 | 2211.84 |
| Salesforce, Inc. (CRM) [ST] | joint | 28.42240914184907677504673731 | 7037.67 |
| CSX Corporation (CSX) [ST] | joint | 286.0061678660902359844127840 | 14674.98 |
| Elevance Health, Inc. (ELV) [ST] | joint | 2.98275842511914413426404484 | 1286.52 |
| Edwards Lifesciences Corporation (EW) [ST] | joint | 63.7115601074108157007335904 | 5769.72 |
| Fiserv, Inc. (FI) [ST] | joint | 17.78094754367622025455360668 | 859.35 |
| Alphabet Inc. - Class A (GOOGL) [ST] | joint | 280.3371166292422258725335381 | 88810.80 |
| Goldman Sachs Group, Inc. (GS) [ST] | joint | 3.81526649436482368443117757 | 3408.10 |
| Hilton Worldwide Holdings Inc. (HLT) [ST] | joint | 16.68401870530253503189719700 | 5870.94 |
| Intercontinental Exchange Inc. (ICE) [ST] | joint | 8.43376237276667664017634817 | 1349.82 |
| Northwestern Mutual - Joint ⇒ Intel Corporation (INTC) [ST] | joint | 160.5881172219991971095945403 | 14528.41 |
| KLA Corporation (KLAC) [ST] | joint | 63.9279855667408016290071017 | 9538.69 |
| Meta Platforms, Inc. - Class A (META) [ST] | joint | 198.5685750986017026778773016 | 125209.40 |
| Morgan Stanley (MS) [ST] | joint | 70.0895646264784692950563561 | 12860.73 |
| NVIDIA Corporation (NVDA) [ST] | joint | 1413.246704287155516563056234 | 305261.29 |
| Palo Alto Networks, Inc. (PANW) [ST] | joint | 9.13964928241003473154253482 | 3568.67 |
| Northwestern Mutual - Joint ⇒ Progressive Corporation (PGR) [ST] | joint | 77.93960058451047247929858743 | 17867.65 |
| Sherwin-Williams Company (SHW) [ST] | joint | 37.63945879459138976416350135 | 12615.24 |
| S&P Global Inc. (SPGI) [ST] | joint | 5.31339765610070681828008910 | 2394.48 |
| Constellation Brands, Inc. (STZ) [ST] | joint | 1.22970038206223828920725688 | 166.77 |
| T-Mobile US, Inc. (TMUS) [ST] | joint | 65.08635153689127585302612574 | 9563.14 |
| Northwestern Mutual - Joint ⇒ Ulta Beauty, Inc. (ULTA) [ST] | joint | 17.05608970942503251113906240 | 10665.68 |
| UnitedHealth Group Incorporated Common Stock (UNH) [ST] | joint | 2.18933514501506910164098440 | 899.16 |
| Valero Energy Corporation (VLO) [ST] | joint | 71.47674295571393629249226791 | 30503.41 |
| Waste Management, Inc. (WM) [ST] | joint | 1.11914883876489296900532962 | 269.74 |
| Berkshire Hathaway Inc. (BRK.A) [ST] | not_reported | 0.2208560322742130215848523219 | 181528.42 |
| Walt Disney Company (DIS) [ST] | not_reported | 10.10623373585700194760240604 | 1115.73 |
| Dollar Tree, Inc. (DlTR) [ST] | not_reported | 79.30709754163362410785091197 | 9907.04 |
| Domo, Inc. - Class B (DOMO) [ST] | not_reported | 3158.454810495626822157434402 | 11212.51 |
| global Payments Inc. (gPN) [ST] | not_reported | 41.33343666046703864434800579 | 3383.56 |
| Ameritrade ⇒ Zoom Video Communications, Inc. - Class A (ZM) [ST] | not_reported | 451.9607843137254901960784314 | 44310.24 |
| Berkshire Hathaway Inc. (BRK.A) [ST] | spouse | 0.02355929208751730027385965429 | 19364.11 |
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 |
|---|---|---|---|---|---|---|
| VLO | Joint | Jun 21, 2023 | $111.62 | Dec 4, 2023 | $126.46 | 13.30% |
| UNH | Joint | Jun 21, 2023 | $476.75 | Dec 4, 2023 | $548.28 | 15.00% |
| TMUS | Joint | Jun 21, 2023 | $132.68 | Dec 4, 2023 | $152.80 | 15.16% |
| CRM | Joint | Jun 28, 2022 | $171.46 | Dec 4, 2023 | $250.66 | 46.19% |
| PANW | Joint | Sep 13, 2023 | $123.14 | Dec 4, 2023 | $143.30 | 16.37% |
| GS | Joint | Jun 28, 2022 | $299.49 | Dec 4, 2023 | $349.39 | 16.66% |
| EMR | Joint | Sep 13, 2023 | $97.68 | Dec 4, 2023 | $88.91 | -8.98% |
| LLY | Joint | Sep 13, 2023 | $598.88 | Dec 4, 2023 | $585.68 | -2.20% |
| ELV | Joint | Apr 26, 2023 | $452.38 | Dec 4, 2023 | $481.62 | 6.46% |
| EW | Joint | Apr 26, 2023 | $87.41 | Dec 4, 2023 | $69.18 | -20.86% |
| EW | Joint | Jun 21, 2023 | $91.09 | Dec 4, 2023 | $69.18 | -24.05% |
| CSX | Joint | Apr 26, 2023 | $30.14 | Dec 4, 2023 | $33.66 | 11.68% |
| STZ | Joint | Jun 28, 2022 | $245.52 | Dec 4, 2023 | $240.31 | -2.12% |
| KO | Joint | Jun 21, 2023 | $61.43 | Dec 4, 2023 | $58.57 | -4.66% |
| CMG | Joint | Oct 21, 2022 | $31.00 | Dec 4, 2023 | $44.38 | 43.19% |
| AZO | Joint | Jun 28, 2022 | $2125.33 | Dec 4, 2023 | $2664.11 | 25.35% |
322 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.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| CVX — Chevron Corporation (CVX) [ST] | Joint | Sale (partial) | Feb 23, 2023 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation (COST) [ST] | Joint | Sale (partial) | Feb 23, 2023 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Joint | Sale (partial) | Feb 23, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | Sale (partial) | Feb 23, 2023 | Sep 12, 2026 |
| MA — Mastercard Incorporated (MA) [ST] | Joint | Sale (partial) | Feb 23, 2023 | Sep 12, 2026 |
| META — Meta Platforms, Inc. - Class A (META) [ST] | Joint | Sale (partial) | Feb 23, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial) | Feb 23, 2023 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Joint | Sale (partial) | Feb 23, 2023 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Joint | Sale (partial) | Feb 23, 2023 | Sep 12, 2026 |
| RTX — Raytheon Technologies Corporation (RTX) [ST] | Joint | Sale (partial) | Feb 23, 2023 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc (TMO) [ST] | Joint | Sale (partial) | Feb 23, 2023 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | Sale (partial) | Feb 23, 2023 | Sep 12, 2026 |
| AMD — Northwestern Mutual - Joint ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 20, 2022 | Sep 14, 2026 |
| BAC — Northwestern Mutual - Joint ⇒ Bank of America Corporation (BAC) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 20, 2022 | Sep 14, 2026 |
| ELV — Northwestern Mutual - Joint ⇒ Elevance Health, Inc. (ELV) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 20, 2022 | Sep 14, 2026 |
| FRC — Northwestern Mutual - Joint ⇒ FIRST REPUBLIC BANK (FRC) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 20, 2022 | Sep 14, 2026 |
| FISV — Northwestern Mutual - Joint ⇒ Fiserv, Inc. (FISV) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 20, 2022 | Sep 14, 2026 |
| JPM — Northwestern Mutual - Joint ⇒ JP Morgan Chase & Co. (JPM) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 20, 2022 | Sep 14, 2026 |
| UNH — Northwestern Mutual - Joint ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 20, 2022 | Sep 14, 2026 |
| ZTS — Northwestern Mutual - Joint ⇒ Zoetis Inc. Class A (ZTS) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 20, 2022 | Sep 14, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Joint | Purchase | Dec 20, 2022 | Sep 12, 2026 |
| BAC — Bank of America Corporation (BAC) [ST] | Joint | Sale (partial) | Dec 20, 2022 | Sep 12, 2026 |
| ELV — Elevance Health, Inc. (ELV) [ST] | Joint | Sale | Dec 20, 2022 | Sep 12, 2026 |
| FRC — FIRST REPUBLIC BANK (FRC) [ST] | Joint | Purchase | Dec 20, 2022 | Sep 12, 2026 |
| FISV — Fiserv, Inc. (FISV) [ST] | Joint | Sale (partial) | Dec 20, 2022 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | Sale (partial) | Dec 20, 2022 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | Sale (partial) | Dec 20, 2022 | Sep 12, 2026 |
| ZTS — Zoetis Inc. Class A (ZTS) [ST] | Joint | Purchase | Dec 20, 2022 | Sep 12, 2026 |
| ABT — Northwestern Mutual - Joint ⇒ Abbott Laboratories (ABT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Oct 21, 2022 | Sep 14, 2026 |
| ADBE — Northwestern Mutual - Joint ⇒ Adobe Inc. (ADBE) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 21, 2022 | Sep 14, 2026 |
| CMG — Northwestern Mutual - Joint ⇒ Chipotle Mexican Grill, Inc. (CMG) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 21, 2022 | Sep 14, 2026 |
| TMUS — Northwestern Mutual - Joint ⇒ T-Mobile US, Inc. (TMUS) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Oct 21, 2022 | Sep 14, 2026 |
| WM — Northwestern Mutual - Joint ⇒ Waste Management, Inc. (WM) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Oct 21, 2022 | Sep 14, 2026 |
| ABT — Abbott Laboratories (ABT) [ST] | Joint | Sale (partial) | Oct 21, 2022 | Sep 12, 2026 |
| ADBE — Adobe Inc. (ADBE) [ST] | Joint | Purchase | Oct 21, 2022 | Sep 12, 2026 |
| CMG — Chipotle Mexican Grill, Inc. (CMG) [ST] | Joint | Purchase | Oct 21, 2022 | Sep 12, 2026 |
| TMUS — T-Mobile US, Inc. (TMUS) [ST] | Joint | Sale (partial) | Oct 21, 2022 | Sep 12, 2026 |
| WM — Waste Management, Inc. (WM) [ST] | Joint | Sale (partial) | Oct 21, 2022 | Sep 12, 2026 |
| AZO — Northwestern Mutual - Joint ⇒ AutoZone, Inc. (AZO) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 12, 2022 | Sep 14, 2026 |
| SBUX — Northwestern Mutual - Joint ⇒ Starbucks Corporation (SBUX) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 12, 2022 | Sep 14, 2026 |
| SYY — Northwestern Mutual - Joint ⇒ Sysco Corporation (SYY) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 12, 2022 | Sep 14, 2026 |
| AZO — AutoZone, Inc. (AZO) [ST] | Joint | Purchase | Aug 12, 2022 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Joint | Purchase | Aug 12, 2022 | Sep 12, 2026 |
| SYY — Sysco Corporation (SYY) [ST] | Joint | Purchase | Aug 12, 2022 | Sep 12, 2026 |
| ULTA — Northwestern Mutual - Joint ⇒ Ulta Beauty, Inc. (ULTA) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 5, 2022 | Sep 14, 2026 |
| ULTA — Ulta Beauty, Inc. (ULTA) [ST] | Joint | Sale | Aug 5, 2022 | Sep 12, 2026 |
| AZO — Northwestern Mutual - Joint ⇒ AutoZone, Inc. (AZO) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 28, 2022 | Sep 14, 2026 |
| STZ — Northwestern Mutual - Joint ⇒ Constellation Brands, Inc. (STZ) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 28, 2022 | Sep 14, 2026 |
| DE — Northwestern Mutual - Joint ⇒ Deere & Company (DE) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 28, 2022 | Sep 14, 2026 |
| GS — Northwestern Mutual - Joint ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 28, 2022 | Sep 14, 2026 |
49 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.