1 year
3.45%
Cumulative estimated return
SPY: 14.60%
Outperformance: -11.15 percentage points
2025-09-15 – 2026-09-15
Missing information
- 17 sales exceeding observed holdings (unmatched amount omitted).
- 9 rows without a saved price.
William R. Keating
Updated Sep 14, 2026Democrat · House MA09
Wikipedia biography ↗Years Elected: About 15.7Rank: #126
Service dates
Federal elected service; earlier service not yet verified.
- Jan 5, 2011 – Jan 3, 2015
- Jan 6, 2015 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
-6.73%
Cumulative estimated return
SPY: 70.83%
Outperformance: -77.56 percentage points
2023-09-15 – 2026-09-15
Missing information
- 17 sales exceeding observed holdings (unmatched amount omitted).
- 9 rows without a saved price.
5 years
-8.31%
Cumulative estimated return
SPY: 69.11%
Outperformance: -77.42 percentage points
2021-09-15 – 2026-09-15
Missing information
- 17 sales exceeding observed holdings (unmatched amount omitted).
- 9 rows without a saved price.
As of Sep 15, 2026. 58 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 |
|---|---|---|---|---|---|---|
| ACN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $193.40Sep 15, 2026 | Unavailable |
| ABNB | Not reported | None | Unavailable | Unavailable | $168.32Sep 15, 2026 | Unavailable |
| GOOGL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $344.98Sep 15, 2026 | Unavailable |
| AMZN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AMH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ARMK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $58.28Sep 15, 2026 | Unavailable |
| AZO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $2860.25Sep 15, 2026 | Unavailable |
| BJ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $95.06Sep 15, 2026 | Unavailable |
| CACI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CDW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $153.74Sep 15, 2026 | Unavailable |
| CSGP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $31.56Sep 15, 2026 | Unavailable |
| FISV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $50.02Sep 15, 2026 | Unavailable |
| ICE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $156.90Sep 15, 2026 | Unavailable |
| INTU | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $329.27Sep 15, 2026 | Unavailable |
| ISRG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $377.16Sep 15, 2026 | Unavailable |
| J | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $144.91Sep 15, 2026 | Unavailable |
| JPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| KKR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $100.00Sep 15, 2026 | Unavailable |
| KLAC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $168.02Sep 15, 2026 | Unavailable |
| LRCX | Not reported | None | Unavailable | Unavailable | $270.87Sep 15, 2026 | Unavailable |
| LIN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $462.96Sep 15, 2026 | Unavailable |
| LOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $194.61Sep 15, 2026 | Unavailable |
| MA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $573.27Sep 15, 2026 | Unavailable |
| MCK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $899.56Sep 15, 2026 | Unavailable |
| MRK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $143.79Sep 15, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| MCO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $467.16Sep 15, 2026 | Unavailable |
| NOC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $531.25Sep 15, 2026 | Unavailable |
| PANW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.09Sep 15, 2026 | Unavailable |
| PEP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $135.50Sep 15, 2026 | Unavailable |
| PNC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $240.78Sep 15, 2026 | Unavailable |
| PG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| QCOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $187.80Sep 15, 2026 | Unavailable |
| NOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $141.90Sep 15, 2026 | Unavailable |
| TMO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $641.39Sep 15, 2026 | Unavailable |
| TJX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $124.60Sep 15, 2026 | Unavailable |
| TDG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1085.00Sep 15, 2026 | Unavailable |
| URI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $989.13Sep 15, 2026 | Unavailable |
| UNH | Not reported | $1 - $1,000 | Unavailable | Unavailable | $375.93Sep 15, 2026 | Unavailable |
| VEEV | Not reported | None | Unavailable | Unavailable | $266.62Sep 15, 2026 | Unavailable |
| VRTX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $514.63Sep 15, 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 |
|---|---|---|---|
| Focus Partners IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 29.81923220275810659709280656 | 5767.04 |
| Comcast Corporation - Class A (CMCSA) [ST] | not_reported | 227.5501659874718708688004988 | 5556.78 |
| Focus Partners IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | not_reported | 33.17507049261900812738430917 | 6456.20 |
| Focus Partners IRA ⇒ Moody's Corporation Common Stock (MCO) [ST] | not_reported | 15.66115298032690613683077224 | 7316.26 |
| Focus Partners IRA ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | not_reported | 14.03079567177004963083776153 | 7453.86 |
| Focus Partners IRA ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | not_reported | 46.77287342882198187664425607 | 8783.95 |
| Focus Partners IRA ⇒ TJX Companies, Inc. (TJX) [ST] | not_reported | 52.08319770848252066922726385 | 6489.57 |
| Focus Partners IRA ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | not_reported | 17.64712369860596435503793894 | 9081.74 |
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
116 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. 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; may repeat a PTR | Sep 9, 2022 | Sep 14, 2026 |
| TJX — Bill's IRA ⇒ TJX Companies, Inc. (TJX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | 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; may repeat a PTR | Mar 29, 2022 | Sep 14, 2026 |
| CCI — Bill's IRA ⇒ Crown Castle International Corp. (CCI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Mar 29, 2022 | Sep 14, 2026 |
| MDT — Bill's IRA ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Mar 29, 2022 | Sep 14, 2026 |
| VRTX — Bill's IRA ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 29, 2022 | Sep 14, 2026 |
| CCI — Crown Castle Inc. (CCI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | 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; may repeat a PTR | Jan 28, 2022 | Sep 14, 2026 |
| FISV — Fiserv, Inc. (FISV) [ST] | Not reported | Sale | Jan 28, 2022 | Sep 12, 2026 |
All disclosures
51 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.