Democrat · House MA09
Wikipedia biography ↗Years Elected: About 15.8Rank: #117
Federal elected service; earlier service not yet verified.
3.97%
Cumulative estimated return
SPY: 13.01%
Outperformance: -9.04 percentage points
2025-10-24 – 2026-10-26
10.50%
Cumulative estimated return
SPY: 85.52%
Outperformance: -75.02 percentage points
2023-10-26 – 2026-10-26
12.90%
Cumulative estimated return
SPY: 67.86%
Outperformance: -54.96 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 104 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 |
|---|---|---|---|---|---|---|
| ACN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $260.94Nov 2, 2026 | Unavailable |
| ABNB | Not reported | None | Unavailable | Unavailable | $171.11Nov 2, 2026 | Unavailable |
| GOOGL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $278.99Nov 2, 2026 | Unavailable |
| AMZN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $245.63Nov 2, 2026 | Unavailable |
| AMH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ARMK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $54.24Nov 2, 2026 | Unavailable |
| AZO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $3253.01Nov 2, 2026 | Unavailable |
| BJ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $110.67Nov 2, 2026 | Unavailable |
| CACI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $680.50Nov 2, 2026 | Unavailable |
| CDW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $150.59Nov 2, 2026 | Unavailable |
| CSGP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $31.82Nov 2, 2026 | Unavailable |
| FISV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $51.93Nov 2, 2026 | Unavailable |
| ICE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $172.28Nov 2, 2026 | Unavailable |
| INTU | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $352.10Nov 2, 2026 | Unavailable |
| ISRG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $436.87Nov 2, 2026 | Unavailable |
| J | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $160.24Nov 2, 2026 | Unavailable |
| JPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $340.58Nov 2, 2026 | Unavailable |
| KKR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $98.01Nov 2, 2026 | Unavailable |
| KLAC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $153.11Nov 2, 2026 | Unavailable |
| LRCX | Not reported | None | Unavailable | Unavailable | $227.56Nov 2, 2026 | Unavailable |
| LIN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $519.72Nov 2, 2026 | Unavailable |
| LOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $218.15Nov 2, 2026 | Unavailable |
| MA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $658.10Nov 2, 2026 | Unavailable |
| MCK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $998.38Nov 2, 2026 | Unavailable |
| MRK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $148.36Nov 2, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $507.12Nov 2, 2026 | Unavailable |
| MCO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $506.02Nov 2, 2026 | Unavailable |
| NOC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $555.32Nov 2, 2026 | Unavailable |
| PANW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $351.72Nov 2, 2026 | Unavailable |
| PEP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $140.42Nov 2, 2026 | Unavailable |
| PNC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $231.66Nov 2, 2026 | Unavailable |
| PG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| QCOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $162.08Nov 2, 2026 | Unavailable |
| NOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $106.01Nov 2, 2026 | Unavailable |
| TMO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $682.65Nov 2, 2026 | Unavailable |
| TJX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $141.00Nov 2, 2026 | Unavailable |
| TDG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1213.62Nov 2, 2026 | Unavailable |
| URI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1175.42Nov 2, 2026 | Unavailable |
| UNH | Not reported | $1 - $1,000 | Unavailable | Unavailable | $400.44Nov 2, 2026 | Unavailable |
| VEEV | Not reported | None | Unavailable | Unavailable | $307.00Nov 2, 2026 | Unavailable |
| VRTX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $553.15Nov 2, 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 |
|---|---|---|---|
| Focus Partners IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 29.81923220275810659709280656 | 7372.21 |
| Bill's IRA ⇒ Adobe Inc. (ADBE) [ST] | not_reported | 0.8389205497820985584981562186 | 216.96 |
| Focus Partners IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | not_reported | 140.8045230049389134390434104 | 35073.00 |
| Focus Partners IRA ⇒ Aramark Common Stock (ARMK) [ST] | not_reported | 217.0510037981551817688551275 | 11805.40 |
| Focus Partners IRA ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | not_reported | 2.358985699542975084770750405 | 7525.33 |
| Boeing Company (BA) [ST] | not_reported | 23.39623841249437299087641642 | 4405.75 |
| Focus Partners IRA ⇒ BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST] | not_reported | 88.86482283683216705542596912 | 9451.66 |
| Caterpillar, Inc. Common Stock (CAT) [ST] | not_reported | 7.24216809891379638068614257 | 5012.52 |
| Crown Castle International Corp. (CCI) [ST] | not_reported | 4.98791603833666271087134739 | 436.29 |
| Focus Partners IRA ⇒ CDW Corporation - Common Stock (CDW) [ST] | not_reported | 58.74082232011747430249632893 | 9588.26 |
| Comcast Corporation - Class A (CMCSA) [ST] | not_reported | 227.5501655742074555382910984 | 5017.48 |
| Focus Partners IRA ⇒ CoStar Group, Inc. - Common Stock (CSGP) [ST] | not_reported | 118.9842355740630577037477692 | 4009.77 |
| Focus Partners IRA ⇒ Fiserv, Inc. - Common Stock (FISV) [ST] | not_reported | 125.3996865203761755485893417 | 6060.57 |
| Focus Partners IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | not_reported | 103.8354632587859424920127796 | 32895.07 |
| Focus Partners IRA ⇒ Intercontinental Exchange Inc. Common Stock (ICE) [ST] | not_reported | 49.39799950605087675969375154 | 7906.15 |
| Focus Partners IRA ⇒ Intuit Inc. - Common Stock (INTU) [ST] | not_reported | 12.07768485251049183297605749 | 4105.08 |
| Focus Partners IRA ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | not_reported | 14.12617416484214986934105516 | 6379.80 |
| Focus Partners IRA ⇒ Jacobs Solutions Inc. Common Stock (J) [ST] | not_reported | 60.39936584629322059489657255 | 8887.16 |
| Focus Partners IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | not_reported | 100.8643163056296939978896406 | 33692.72 |
| Focus Partners IRA ⇒ KLA Corporation - Common Stock (KLAC) [ST] | not_reported | 65.84340125753036837080686045 | 9824.49 |
| Focus Partners IRA ⇒ Linde plc - Ordinary Shares (LIN) [ST] | not_reported | 18.76333872745608480499073618 | 9523.52 |
| Focus Partners IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | not_reported | 33.17507049261900812738430917 | 6575.96 |
| Focus Partners IRA ⇒ Mastercard Incorporated Common Stock (MA) [ST] | not_reported | 14.01432875560538116591928251 | 8597.79 |
| Focus Partners IRA ⇒ McKesson Corporation Common Stock (MCK) [ST] | not_reported | 9.753257994124029306708603055 | 9683.72 |
| Focus Partners IRA ⇒ Moody's Corporation Common Stock (MCO) [ST] | not_reported | 15.66115298032690613683077224 | 7587.05 |
| Focus Partners IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | not_reported | 76.00703021090632718981569447 | 10687.35 |
| Focus Partners IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | not_reported | 67.20255572556966213142549936 | 35792.08 |
| Focus Partners IRA ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | not_reported | 14.03079567177004963083776153 | 7933.15 |
| Focus Partners IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | not_reported | 52.22599386382923167308571056 | 8261.11 |
| NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | not_reported | 0.17954503852486446064261912 | 44.14 |
| Focus Partners IRA ⇒ Palo Alto Networks, Inc. (PANW) [ST] | not_reported | 43.43376764386536373507057546 | 16959.15 |
| Focus Partners IRA ⇒ Pepsico, Inc. (PEP) [ST] | not_reported | 55.74484392419175027870680045 | 7551.20 |
| Focus Partners IRA ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | not_reported | 38.32942078282949264600201217 | 8656.32 |
| Focus Partners IRA ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | not_reported | 46.77287342882198187664425607 | 8400.41 |
| Focus Partners IRA ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | not_reported | 6.016092040455690491408805504 | 6796.38 |
| Focus Partners IRA ⇒ TJX Companies, Inc. (TJX) [ST] | not_reported | 52.08319770848252066922726385 | 7484.36 |
| Focus Partners IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | not_reported | 13.80705841746483734575890931 | 9456.32 |
| Focus Partners IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | not_reported | 1.516161279573475508163945352 | 622.69 |
| Focus Partners IRA ⇒ United Rentals, Inc. Common Stock (URI) [ST] | not_reported | 9.885459398013146839321899867 | 11090.50 |
| VeriSign, Inc. (VRSN) [ST] | not_reported | 44.97947980444415924540462699 | 13886.07 |
| Focus Partners IRA ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | not_reported | 17.64712369860596435503793894 | 9132.21 |
| Focus Partners IRA ⇒ KKR & Co. Inc. Common Stock (KKR) [ST] | spouse | 62.75886413555067461562598055 | 5749.97 |
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. | ||||||
116 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 |
|---|---|---|---|---|
| ABNB — Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | May 17, 2024 | Sep 12, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | May 17, 2024 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Purchase | May 17, 2024 | Sep 12, 2026 |
| AZO — AutoZone, Inc. Common Stock (AZO) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | May 17, 2024 | Sep 12, 2026 |
| CVS — CVS Health Corporation Common Stock (CVS) [ST] | Not reported | Sale | May 17, 2024 | Sep 12, 2026 |
| J — Jacobs Solutions Inc. Common Stock (J) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | May 17, 2024 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. Common Stock (LOW) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr | May 17, 2024 | Sep 12, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr | May 17, 2024 | Sep 12, 2026 |
| BA — Bill's IRA ⇒ Boeing Company (BA) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 28, 2024 | Sep 14, 2026 |
| TDG — Bill's IRA ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 28, 2024 | Sep 14, 2026 |
| URI — Bill's IRA ⇒ United Rentals, Inc. Common Stock (URI) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Annual | Feb 28, 2024 | Sep 14, 2026 |
| BA — Boeing Company (BA) [ST] | Not reported | Sale | Feb 28, 2024 | Sep 12, 2026 |
| TDG — Transdigm Group Incorporated Common Stock (TDG) [ST] | Not reported | Purchase | Feb 28, 2024 | Sep 12, 2026 |
| URI — United Rentals, Inc. Common Stock (URI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Feb 28, 2024 | Sep 12, 2026 |
| PANW — Bill's IRA ⇒ Palo Alto Networks, Inc. (PANW) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 24, 2024 | Sep 14, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Not reported | Purchase | Jan 24, 2024 | Sep 12, 2026 |
| CAT — Caterpillar, Inc. (CAT) [ST] | Not reported | Sale | Sep 21, 2023 | Sep 12, 2026 |
| EA — Electronic Arts Inc. - Common Stock (EA) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 20, 2023 | Sep 14, 2026 |
| ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 20, 2023 | Sep 14, 2026 |
| EA — Electronic Arts Inc. (EA) [ST] | Not reported | Sale | Jul 20, 2023 | Sep 12, 2026 |
| ISRG — Intuitive Surgical, Inc. (ISRG) [ST] | Not reported | Purchase | Jul 20, 2023 | Sep 12, 2026 |
| COF — Capital One Financial Corporation (COF) [ST] | Not reported | Sale | Jun 30, 2023 | Sep 12, 2026 |
| LIN — Linde plc Ordinary Shares (LIN) [ST] | Not reported | Purchase | Jun 30, 2023 | Sep 12, 2026 |
| COF — Capital One Financial Corporation Common Stock (COF) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 29, 2023 | Sep 14, 2026 |
| CVS — CVS Health Corporation Common Stock (CVS) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Annual | Jun 8, 2023 | Sep 14, 2026 |
| MCK — McKesson Corporation Common Stock (MCK) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 8, 2023 | Sep 14, 2026 |
| CVS — CVS Health Corporation (CVS) [ST] | Not reported | Sale | Jun 8, 2023 | Sep 12, 2026 |
| MCK — McKesson Corporation (MCK) [ST] | Not reported | Purchase | Jun 8, 2023 | Sep 12, 2026 |
| NFLX — Netflix, Inc. (NFLX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | May 19, 2023 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 13, 2023 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 13, 2023 | Sep 14, 2026 |
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 13, 2023 | Sep 14, 2026 |
| NXPI — NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 13, 2023 | Sep 14, 2026 |
| PNC — PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 13, 2023 | Sep 14, 2026 |
| VEEV — Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$2,002–$30,000 Original ↗ · Row 102 · Annual Original ↗ · Row 103 · Annual | Feb 13, 2023 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Not reported | Purchase | Feb 13, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Not reported | Purchase | Feb 13, 2023 | Sep 12, 2026 |
| LRCX — Lam Research Corporation (LRCX) [ST] | Not reported | Purchase | Feb 13, 2023 | Sep 12, 2026 |
| NXPI — NXP Semiconductors N.V. (NXPI) [ST] | Not reported | Purchase | Feb 13, 2023 | Sep 12, 2026 |
| PNC — PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | Purchase | Feb 13, 2023 | Sep 12, 2026 |
| VEEV — Veeva Systems Inc. Class A (VEEV) [ST] | Not reported | Purchase | Feb 13, 2023 | Sep 12, 2026 |
| ABNB — Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 18, 2023 | Sep 14, 2026 |
| BKNG — Booking Holdings Inc. - Common Stock (BKNG) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 18, 2023 | Sep 14, 2026 |
| ABNB — Airbnb, Inc. - Class A (ABNB) [ST] | Not reported | Purchase | Jan 18, 2023 | Sep 12, 2026 |
| BKNG — Booking Holdings Inc. (BKNG) [ST] | Not reported | Sale | Jan 18, 2023 | Sep 12, 2026 |
| BAX — Bill's IRA ⇒ Baxter International Inc. (BAX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 5, 2022 | Sep 14, 2026 |
| BAX — Baxter International Inc. (BAX) [ST] | Not reported | Sale | Dec 5, 2022 | Sep 12, 2026 |
| ADBE — Bill's IRA ⇒ Adobe Inc. (ADBE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 9, 2022 | Sep 14, 2026 |
| NOW — Bill's IRA ⇒ ServiceNow, Inc. (NOW) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 9, 2022 | Sep 14, 2026 |
| ADBE — Adobe Inc. (ADBE) [ST] | Not reported | Sale | Nov 9, 2022 | Sep 12, 2026 |
51 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.