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 |
|---|---|---|---|---|
| NOW — ServiceNow, Inc. (NOW) [ST] | Not reported | Purchase | Nov 9, 2022 | Sep 12, 2026 |
| ROST — Bill's IRA ⇒ Ross Stores, Inc. (ROST) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2022 | Sep 14, 2026 |
| TJX — Bill's IRA ⇒ TJX Companies, Inc. (TJX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2022 | Sep 14, 2026 |
| ROST — Ross Stores, Inc. (ROST) [ST] | Not reported | Sale | Sep 9, 2022 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Not reported | Purchase | Sep 9, 2022 | Sep 12, 2026 |
| AMH — Bill's IRA ⇒ American Homes 4 Rent Common Shares of Beneficial Interest (AMH) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 29, 2022 | Sep 14, 2026 |
| CCI — Bill's IRA ⇒ Crown Castle International Corp. (CCI) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 29, 2022 | Sep 14, 2026 |
| MDT — Bill's IRA ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 29, 2022 | Sep 14, 2026 |
| VRTX — Bill's IRA ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 29, 2022 | Sep 14, 2026 |
| CCI — Crown Castle Inc. (CCI) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 29, 2022 | Sep 14, 2026 |
| AMH — American Homes 4 Rent Common Shares of Beneficial Interest (AMH) [ST] | Not reported | Purchase | Mar 29, 2022 | Sep 12, 2026 |
| CCI — Crown Castle International Corp. (CCI) [ST] | Not reported | Sale | Mar 29, 2022 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 67 · Annual | Mar 29, 2022 | Sep 12, 2026 |
| VRTX — Vertex Pharmaceuticals Incorporated (VRTX) [ST] | Not reported | Purchase | Mar 29, 2022 | Sep 12, 2026 |
| FISV — Bill's IRA ⇒ Fiserv, Inc. (FISV) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 28, 2022 | Sep 14, 2026 |
| FISV — Fiserv, Inc. (FISV) [ST] | Not reported | Sale | Jan 28, 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.