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 |
|---|---|---|---|---|
| MS — Northwestern Mutual - Joint ⇒ Morgan Stanley (MS) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 14, 2022 | Sep 14, 2026 |
| ANTM — Anthem, Inc. (ANTM) [ST] | Joint | Purchase | Jan 14, 2022 | Sep 12, 2026 |
| Not reported — blackRock, Inc. (blK) [ST] | Joint | Sale (partial) | Jan 14, 2022 | Sep 12, 2026 |
| CAT — Caterpillar, Inc. (CAT) [ST] | Joint | Purchase | Jan 14, 2022 | Sep 12, 2026 |
| C — Citigroup, Inc. (C) [ST] | Joint | Sale | Jan 14, 2022 | Sep 12, 2026 |
| MS — Morgan Stanley (MS) [ST] | Joint | Purchase | Jan 14, 2022 | Sep 12, 2026 |
| ATVI — Northwestern Mutual - Joint ⇒ Activision Blizzard, Inc (ATVI) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 8, 2021 | Sep 14, 2026 |
| CAT — Northwestern Mutual - Joint ⇒ Caterpillar, Inc. (CAT) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 8, 2021 | Sep 14, 2026 |
| GPN — Northwestern Mutual - Joint ⇒ Global Payments Inc. (GPN) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 8, 2021 | Sep 14, 2026 |
| HON — Northwestern Mutual - Joint ⇒ Honeywell International Inc. (HON) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 8, 2021 | Sep 14, 2026 |
| KLAC — Northwestern Mutual - Joint ⇒ KLA Corporation (KLAC) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 8, 2021 | Sep 14, 2026 |
| LMT — Northwestern Mutual - Joint ⇒ Lockheed Martin Corporation (LMT) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 8, 2021 | Sep 14, 2026 |
| ULTA — Northwestern Mutual - Joint ⇒ Ulta Beauty, Inc. (ULTA) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 8, 2021 | Sep 14, 2026 |
| V — Northwestern Mutual - Joint ⇒ Visa Inc. (V) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 8, 2021 | Sep 14, 2026 |
| ATVI — Activision blizzard, Inc (ATVI) [ST] | Joint | Sale | Nov 8, 2021 | Sep 12, 2026 |
| CAT — Caterpillar, Inc. (CAT) [ST] | Joint | Purchase | Nov 8, 2021 | Sep 12, 2026 |
| Not reported — global Payments Inc. (gPN) [ST] | Joint | Sale | Nov 8, 2021 | Sep 12, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Joint | Sale (partial) | Nov 8, 2021 | Sep 12, 2026 |
| Not reported — KlA Corporation (KlAC) [ST] | Joint | Purchase | Nov 8, 2021 | Sep 12, 2026 |
| Not reported — lockheed Martin Corporation (lMT) [ST] | Joint | Sale | Nov 8, 2021 | Sep 12, 2026 |
| Not reported — ulta beauty, Inc. (ulTA) [ST] | Joint | Purchase | Nov 8, 2021 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Joint | Purchase | Nov 8, 2021 | Sep 12, 2026 |
49 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.