1 year
10.66%
Cumulative estimated return
SPY: 14.60%
Outperformance: -3.94 percentage points
2025-09-15 – 2026-09-15
Missing information
- 57 rows without a saved price.
- 165 sales exceeding observed holdings (unmatched amount omitted).
Julie Johnson
Updated Sep 14, 2026Democrat · House TX32
Wikipedia biography ↗Years Elected: About 1.7Rank: #31
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2025 – Sep 17, 2026
Estimated public-equity portfolio performance
3 years
60.48%
Cumulative estimated return
SPY: 77.18%
Outperformance: -16.70 percentage points
2023-09-29 – 2026-09-15
Missing information
- 57 rows without a saved price.
- 165 sales exceeding observed holdings (unmatched amount omitted).
- Available investment history starts 2023-09-29.
5 years
60.48%
Cumulative estimated return
SPY: 77.18%
Outperformance: -16.70 percentage points
2023-09-29 – 2026-09-15
Missing information
- 57 rows without a saved price.
- 165 sales exceeding observed holdings (unmatched amount omitted).
- Available investment history starts 2023-09-29.
As of Sep 15, 2026. 504 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.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| WMB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $70.90Sep 16, 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.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Merrill Lynch Tax Efficient Core ⇒ Allstate Corporation (ALL) [ST] | joint | 38.43622387701177035791496517 | 9886.18 |
| Merrill Lynch Tax Efficient Core ⇒ Applied Materials, Inc. (AMAT) [ST] | joint | 31.13156153935950815206817386 | 13111.68 |
| Merrill Lynch Tax Efficient Core ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | joint | 22.67201314894581727499433235 | 6907.48 |
| Merrill Lynch Tax Efficient Core ⇒ Franklin Resources, Inc. Common Stock (BEN) [ST] | joint | 344.8491379310344827586206897 | 11480.03 |
| Merrill Lynch Tax Efficient Core ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | joint | 64.65831095195464040584900030 | 33412.83 |
| Merrill Lynch Tax Efficient Core ⇒ Church & Dwight Company, Inc. (CHD) [ST] | joint | 95.41443053070960047704233751 | 9017.62 |
| Merrill Lynch Tax Efficient Core ⇒ Charter Communications, Inc. - Class A (CHTR) [ST] | joint | 18.19039607112000363785184848 | 2568.48 |
| Merrill Lynch Tax Efficient Core ⇒ Clorox Company (CLX) [ST] | joint | 61.04455974362887227224172135 | 5320.64 |
| Merrill Lynch Tax Efficient Core ⇒ CME Group Inc. - Class A (CME) [ST] | joint | 29.29727552365607148088472243 | 8059.39 |
| Merrill Lynch Tax Efficient Core ⇒ Costco Wholesale Corporation (COST) [ST] | joint | 9.277663102720504673330704826 | 8362.42 |
| Merrill Lynch Tax Efficient Core ⇒ Campbell Soup Company (CPB) [ST] | joint | 194.7541382667964946445959104 | 4159.95 |
| Merrill Lynch Tax Efficient Core ⇒ Duke Energy Corporation (DUK) [ST] | joint | 68.25782783038989847282655064 | 8038.72 |
| Merrill Lynch Tax Efficient Core ⇒ Devon Energy Corporation (DVN) [ST] | joint | 218.4138684138684138684138684 | 11211.18 |
| Estee Lauder Companies, Inc. (EL) [ST] | joint | 68.8657738735967531655220686 | 6628.33 |
| Merrill Lynch Tax Efficient Core ⇒ Entergy Corporation (ETR) [ST] | joint | 86.55739478524288650870929352 | 8908.49 |
| Merrill Lynch Tax Efficient Core ⇒ Evergy, Inc. (EVRG) [ST] | joint | 110.3669471651262243068009381 | 8851.43 |
| Merrill Lynch Tax Efficient Core ⇒ Fastenal Company - Common Stock (FAST) [ST] | joint | 199.3645651632195365063543484 | 9850.60 |
| Merrill Lynch Tax Efficient Core ⇒ Fox Corporation - Class B Common Stock (FOX) [ST] | joint | 123.2173109502541198213460650 | 7434.93 |
| Merrill Lynch Tax Efficient Core ⇒ Fox Corporation - Class A Common Stock (FOXA) [ST] | joint | 109.4908991378130559737238265 | 7398.30 |
| Merrill Lynch Tax Efficient Core ⇒ Corning Incorporated Common Stock (GLW) [ST] | joint | 91.37163088168113293741434445 | 13118.23 |
| Merrill Lynch Tax Efficient Core ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | joint | 557.6816443594646271510516252 | 190409.24 |
| Merrill Lynch Tax Efficient Core ⇒ Garmin Ltd. Common Stock (GRMN) [ST] | joint | 39.44047325610056692137047079 | 11002.71 |
| Merrill Lynch Tax Efficient Core ⇒ Goldman Sachs Group, Inc. (GS) [ST] | joint | 9.101820250284414106939704209 | 8889.47 |
| Merrill Lynch Tax Efficient Core ⇒ W.W. Grainger, Inc. (GWW) [ST] | joint | 7.928744859025816361924582528 | 10065.78 |
| Merrill Lynch Tax Efficient Core ⇒ Huntington Bancshares Incorporated (HBAN) [ST] | joint | 769.2788461538461538461538462 | 12885.42 |
| Merrill Lynch Tax Efficient Core ⇒ Hormel Foods Corporation (HRL) [ST] | joint | 210.3733894293978438075203786 | 4373.66 |
| Henry Schein, Inc. - Common Stock (HSIC) [ST] | joint | 6.9694630593208464923913487 | 609.97 |
| The Hershey Company Common Stock (HSY) [ST] | joint | 5.55438428412614144573964830 | 946.58 |
| Merrill Lynch Tax Efficient Core ⇒ IDEX Corporation Common Stock (IEX) [ST] | joint | 39.12990315954220874498679448 | 8719.71 |
| Merrill Lynch Tax Efficient Core ⇒ IQVIA Holdings, Inc. (IQV) [ST] | joint | 35.68943212740330998795556943 | 9624.37 |
| Merrill Lynch Tax Efficient Core ⇒ Kimco Realty Corporation (KIM) [ST] | joint | 394.6965959546127281697089295 | 9074.07 |
| Merrill Lynch Tax Efficient Core ⇒ Lennar Corporation Class A (LEN) [ST] | joint | 77.82587548638132295719844358 | 6231.52 |
| Merrill Lynch Long Term Growth ⇒ LKQ Corporation - Common Stock (LKQ) [ST] | joint | 182.6598173515981735159817352 | 4274.24 |
| Merrill Lynch Tax Efficient Core ⇒ Lowe's Companies, Inc. (LOW) [ST] | joint | 33.17507049261900812738430917 | 6456.20 |
| Merrill Lynch Tax Efficient Core ⇒ Masco Corporation (MAS) [ST] | joint | 126.0715411282697762369996848 | 8683.81 |
| Merrill Lynch Tax Efficient Core ⇒ McDonald's Corporation (MCD) [ST] | joint | 106.3393645911723325589765403 | 26880.46 |
| Merrill Lynch Tax Efficient Core ⇒ Moody's Corporation Common Stock (MCO) [ST] | joint | 15.66115298032690613683077224 | 7316.26 |
| Merrill Lynch Tax Efficient Core ⇒ Newmont Corporation (NEM) [ST] | joint | 80.12518778167250876314471708 | 9950.75 |
| Merrill Lynch Tax Efficient Core ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | joint | 14.03079567177004963083776153 | 7453.86 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | joint | 32.39751472044086721534508747 | 5590.52 |
| Merrill Lynch Tax Efficient Core ⇒ QUALCOMM Incorporated (QCOM) [ST] | joint | 46.77287342882198187664425607 | 8783.95 |
| Merrill Lynch Tax Efficient Core ⇒ Raymond James Financial, Inc. Common Stock (RJF) [ST] | joint | 49.98750390502967822555451421 | 8435.39 |
| SBA Communications Corporation - Class A Common Stock (SBAC) [ST] | joint | 44.23622697359527740805543461 | 8101.42 |
| Merrill Lynch Tax Efficient Core ⇒ Charles Schwab Corporation (SCHW) [ST] | joint | 80.07706936242618356520868782 | 8631.51 |
| Merrill Lynch Long Term Growth ⇒ Atlassian Corporation - Class A (TEAM) [ST] | joint | 2.758335629650041333700744007 | 523.56 |
| Merrill Lynch Tax Efficient Core ⇒ TJX Companies, Inc. (TJX) [ST] | joint | 52.08319770848252066922726385 | 6489.57 |
| Merrill Lynch Tax Efficient Core ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST] | joint | 17.64712369860596435503793894 | 9081.74 |
| Merrill Lynch Long Term Growth ⇒ Vishay Intertechnology, Inc. (VSH) [ST] | joint | 344.7005601034037052994398966 | 10833.94 |
| Merrill Lynch Tax Efficient Core ⇒ Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | joint | 277.6023594725884802220680083 | 7781.19 |
| WEC Energy Group, Inc. Common Stock (WEC) [ST] | joint | 25.2614419404400701734080183 | 2614.81 |
| Merrill Lynch Tax Efficient Core ⇒ Exxon Mobil Corporation (XOM) [ST] | joint | 66.48246634535482798736912082 | 11256.81 |
| Merrill Lynch Rollover IRA ⇒ American International Group, Inc. New (AIG) [ST] | spouse | 103.7140264454239045890588540 | 7828.33 |
| Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Allstate Corporation (ALL) [ST] | spouse | 71.81132752894713221434341621 | 18470.59 |
| Merrill Lynch Rollover IRA ⇒ American Tower Corporation (AMT) [ST] | spouse | 37.98727505816437965908551351 | 6750.72 |
| Merrill Lynch Rollover IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | spouse | 29.94720159224517627112397029 | 47660.37 |
| Merrill Lynch Rollover IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | spouse | 52.15109836386154748712600222 | 8440.66 |
| Merrill Lynch Rollover IRA ⇒ Baxter International Inc. (BAX) [ST] | spouse | 226.5147225368063420158550396 | 5370.66 |
| Merrill Lynch Rollover IRA ⇒ Citizens Financial Group, Inc. (CFG) [ST] | spouse | 209.4371727748691099476439791 | 14710.87 |
| Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ The Carlyle Group Inc. (CG) [ST] | spouse | 265.2685676392572944297082228 | 10987.42 |
| Merrill Lynch Rollover IRA ⇒ The Cigna Group (CI) [ST] | spouse | 23.89706980495235819468920816 | 6903.86 |
| Merrill Lynch Rollover IRA ⇒ Comcast Corporation - Class A (CMCSA) [ST] | spouse | 223.0336298082766621713330935 | 5446.48 |
| Merrill Lynch Rollover IRA ⇒ Cognizant Technology Solutions Corporation - Class A (CTSH) [ST] | spouse | 111.8481755906612610093666993 | 7077.75 |
| Merrill Lynch Rollover IRA ⇒ Diageo plc Common Stock (DEO) [ST] | spouse | 60.77098366881883782757311052 | 5274.92 |
| Merrill Lynch Rollover IRA ⇒ Danaher Corporation (DHR) [ST] | spouse | 32.43007701661937576003242805 | 6789.56 |
| Merrill Lynch Rollover IRA ⇒ Entergy Corporation Common Stock (ETR) [ST] | spouse | 146.5695703947971054318952093 | 15084.94 |
| Merrill Lynch Rollover IRA ⇒ First Citizens BancShares, Inc. - Class A (FCNCA) [ST] | spouse | 18.58339527703127680256161015 | 40147.94 |
| Merrill Lynch Rollover IRA ⇒ FNF Group of Fidelity National Financial, Inc. (FNF) [ST] | spouse | 159.3274475876324859355515346 | 6867.01 |
| Merrill Lynch Rollover IRA ⇒ Fox Corporation - Class A (FOXA) [ST] | spouse | 223.9154771900363839910439407 | 15129.97 |
| Merrill Lynch Rollover IRA ⇒ Fortrea Holdings Inc. (FTRE) [ST] | spouse | 307.7115384615384615384615385 | 6071.15 |
| Merrill Lynch Rollover IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 174.0041760359781561194988757 | 59410.25 |
| Merrill Lynch Rollover IRA ⇒ Goldman Sachs Group, Inc. (GS) [ST] | spouse | 16.67187630240893556722513962 | 16282.92 |
| Merrill Lynch Rollover IRA ⇒ Helmerich & Payne, Inc. Common Stock (HP) [ST] | spouse | 212.7792553191489361702127660 | 9245.26 |
| Merrill Lynch Rollover IRA ⇒ The Kraft Heinz Company (KHC) [ST] | spouse | 249.4699095728094792641097599 | 6169.39 |
| Merrill Lynch Rollover IRA ⇒ Leidos Holdings, Inc. (LDOS) [ST] | spouse | 53.36512806830309498399146211 | 6896.91 |
| Merrill Lynch Rollover IRA ⇒ Lear Corporation (LEA) [ST] | spouse | 67.35561542347196497726890049 | 8498.93 |
| Merrill Lynch Rollover IRA ⇒ L3Harris Technologies, Inc. (LHX) [ST] | spouse | 34.62820290858725761772853186 | 8645.28 |
| Merrill Lynch Rollover IRA ⇒ Madrigal Pharmaceuticals, Inc. (MDGL) [ST] | spouse | 27.98747638704260826978241097 | 14644.73 |
| Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Novo Nordisk A/S (NVO) [ST] | spouse | 87.97558829997800747745766439 | 3741.60 |
| Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | spouse | 140.5816201019153048673343876 | 9899.76 |
| Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Rivian Automotive, Inc. - Class A (RIVN) [ST] | spouse | 329.5098846787479406919275124 | 5120.58 |
| Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Raymond James Financial, Inc. (RJF) [ST] | spouse | 79.66245145872747187095489396 | 13443.04 |
| Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Ralph Lauren Corporation (RL) [ST] | spouse | 68.91635799810491859763976225 | 23102.83 |
| Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Charles Schwab Corporation (SCHW) [ST] | spouse | 145.7285974499089253187613843 | 15708.09 |
| Merrill Lynch Rollover IRA ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | spouse | 123.2932655262752350130990908 | 16010.86 |
| Merrill Lynch Rollover IRA ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | spouse | 430.1099432086067362404869658 | 10288.23 |
| Merrill Lynch Rollover IRA ⇒ SS&C Technologies Holdings, Inc. (SSNC) [ST] | spouse | 122.5003827897718572959730516 | 9958.06 |
| Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Atlassian Corporation - Class A (TEAM) [ST] | spouse | 39.70274428068085951069425835 | 7535.98 |
| Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ TJX Companies, Inc. (TJX) [ST] | spouse | 90.01462646264626462646264626 | 11215.82 |
| Merrill Lynch Rollover IRA ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | spouse | 16.36964439170110897409665671 | 8424.31 |
| Merrill Lynch Rollover IRA ⇒ Workday, Inc. - Class A (WDAY) [ST] | spouse | 34.78175810799060951221632901 | 6631.84 |
| Merrill Lynch Rollover IRA ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | spouse | 30.28083721282313311381098369 | 9749.52 |
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. 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
1089 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
All disclosures
22 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.