1 year
32.99%
Cumulative estimated return
SPY: 14.60%
Outperformance: 18.39 percentage points
2025-09-15 – 2026-09-15
Missing information
- 30 rows without a saved price.
- 141 sales exceeding observed holdings (unmatched amount omitted).
Kathy Manning
Updated Sep 14, 2026Democrat · House NC06
Wikipedia biography ↗Years Elected: About 4.0Rank: #6
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2021 – Jan 3, 2025
Estimated public-equity portfolio performance
3 years
99.07%
Cumulative estimated return
SPY: 70.83%
Outperformance: 28.24 percentage points
2023-09-15 – 2026-09-15
Missing information
- 30 rows without a saved price.
- 141 sales exceeding observed holdings (unmatched amount omitted).
5 years
52.80%
Cumulative estimated return
SPY: 69.11%
Outperformance: -16.31 percentage points
2021-09-15 – 2026-09-15
Missing information
- 30 rows without a saved price.
- 141 sales exceeding observed holdings (unmatched amount omitted).
As of Sep 15, 2026. 531 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, 2023. 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 |
|---|---|---|---|---|---|---|
| NKE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $35.78Sep 16, 2026 | Unavailable |
| NVDA | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $213.90Sep 16, 2026 | Unavailable |
| PKG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $231.45Sep 16, 2026 | Unavailable |
| PYPL | Spouse | None | Unavailable | Unavailable | $52.71Sep 16, 2026 | Unavailable |
| PFE | Spouse | None | Unavailable | Unavailable | $27.46Sep 16, 2026 | Unavailable |
| PG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| QCOM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $184.84Sep 16, 2026 | Unavailable |
| SBUX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $97.34Sep 16, 2026 | Unavailable |
| SYY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $78.71Sep 16, 2026 | Unavailable |
| TJX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $122.84Sep 16, 2026 | Unavailable |
| V | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $370.93Sep 16, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $107.50Sep 16, 2026 | Unavailable |
| DIS | Spouse | None | Unavailable | Unavailable | $106.99Sep 16, 2026 | Unavailable |
| ECL | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $274.08Sep 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 |
|---|---|---|---|
| Bank of America Corporation (BAC) [ST] | joint | 1.9961498102350462079801082 | 118.81 |
| Builders FirstSource, Inc. (BLDR) [ST] | joint | 5.0672239651039114858635478 | 305.05 |
| Liberty Global plc - Class C Ordinary Shares (LBTYK) [ST] | joint | 5.9801617360993796793788044 | 60.28 |
| L3Harris Technologies, Inc. (LHX) [ST] | joint | 2.51003873343058793177594499 | 626.66 |
| Lowe's Companies, Inc. (LOW) [ST] | joint | 0.94082980063374856425942493 | 183.09 |
| Northrop Grumman Corporation (NOC) [ST] | joint | 0.93510185829980009373418845 | 496.77 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 55.43337662422239032966078628 | 10720.82 |
| Aon plc Class A Ordinary Shares (AON) [ST] | not_reported | 24.60329663570945322590565225 | 7495.89 |
| Citizens Financial Group, Inc. (CFG) [ST] | not_reported | 472.8993674578364387853680490 | 33216.45 |
| CME Group Inc. - Class A (CME) [ST] | not_reported | 41.70837243248879157543530393 | 11473.56 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 70.42693661971830985915492958 | 24045.87 |
| QUALCOMM Incorporated (QCOM) [ST] | not_reported | 68.49743150684931506849315068 | 12863.82 |
| TJX Companies, Inc. (TJX) [ST] | not_reported | 30.0837455261154662856074467 | 3748.43 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 276.4841807527641658050145599 | 53472.04 |
| Ameren Corporation (AEE) [ST] | spouse | 106.7587403255938083800373632 | 10998.29 |
| MV Capital - RRK Roth IRA #3 ⇒ Ally Financial Inc. (ALLY) [ST] | spouse | 229.1093928980526918671248568 | 9526.37 |
| Applied Materials, Inc. (AMAT) [ST] | spouse | 105.2558873832390474937508223 | 44330.62 |
| Aon plc Class A Ordinary Shares (AON) [ST] | spouse | 232.7902939297842641668524463 | 70924.22 |
| MV Capital - RRK Roth IRA #3 ⇒ Bank of America Corporation (BAC) [ST] | spouse | 1440.495990495990495990495991 | 85738.32 |
| Berkshire Hathaway Inc. New (BRK.B) [ST] | spouse | 25.81665433919792579055876598 | 13341.01 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Church & Dwight Company, Inc. (CHD) [ST] | spouse | 84.60765651438240270727580372 | 7996.27 |
| Charter Communications, Inc. - Class A (CHTR) [ST] | spouse | 19.68384795177758641899372617 | 2779.36 |
| Comcast Corporation - Class A (CMCSA) [ST] | spouse | 297.6632181685547318778238800 | 7268.94 |
| CME Group Inc. - Class A Common Stock (CME) [ST] | spouse | 149.1111399268831107001731452 | 41018.98 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 22.25153567321062659724896261 | 20056.42 |
| Danaher Corporation (DHR) [ST] | spouse | 35.28790373179340664672289590 | 7387.88 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 258.4074528716972637151906076 | 88228.06 |
| Garmin Ltd. Common Stock (GRMN) [ST] | spouse | 563.5116725493838627778809834 | 157202.85 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Kroger Company (KR) [ST] | spouse | 175.0273463137169109604025377 | 10895.45 |
| Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #3 ⇒ Leidos Holdings, Inc. (LDOS) [ST] | spouse | 73.91444937176644493717664449 | 9552.70 |
| Lowe's Companies, Inc. (LOW) [ST] | spouse | 43.24594594594594594594594595 | 8416.09 |
| 3M Company (MMM) [ST] | spouse | 87.83036300644172396407185405 | 14463.03 |
| QUALCOMM Incorporated - Common Stock (QCOM) [ST] | spouse | 485.9533763779269055197658922 | 91262.04 |
| TJX Companies, Inc. (TJX) [ST] | spouse | 589.6182600425503842090366460 | 73466.44 |
| Western Union Company (WU) [ST] | spouse | 16.7452580941793277610793154 | 110.77 |
| Exxon Mobil Corporation (XOM) [ST] | spouse | 185.0879083198630355906061908 | 31339.08 |
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
954 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 |
|---|---|---|---|---|
| WMT — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Walmart Inc. (WMT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Jul 15, 2022 | Sep 14, 2026 |
| DIS — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Walt Disney Company (DIS) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Jul 15, 2022 | Sep 14, 2026 |
| WFC — The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #3 ⇒ Wells Fargo & Company (WFC) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Jul 15, 2022 | Sep 14, 2026 |
| ABT — Abbott Laboratories (ABT) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| ADBE — Adobe Inc. (ADBE) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| T — AT&T Inc. (T) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| BAC — Bank of America Corporation (BAC) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| BMY — Bristol-Myers Squibb Company (BMY) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| AVGO — Broadcom Inc. (AVGO) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| CVX — Chevron Corporation (CVX) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| CSCO — Cisco Systems, Inc. (CSCO) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| CMCSA — Comcast Corporation - Class A (CMCSA) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation (COST) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| CVS — CVS Health Corporation (CVS) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| DHR — Danaher Corporation (DHR) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| LLY — Eli Lilly and Company (LLY) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation (XOM) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| LIN — Linde plc Ordinary Share (LIN) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. (LOW) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| MA — Mastercard Incorporated (MA) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| MCD — McDonald's Corporation (MCD) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| FB — Meta Platforms, Inc. - Class A (FB) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| NKE — Nike, Inc. (NKE) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| PM — Philip Morris International Inc (PM) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| QCOM — QUALCOMM Incorporated (QCOM) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| RTN — Raytheon Company (RTN) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| SPGI — S&P Global Inc. (SPGI) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| TSLA — Tesla, Inc. (TSLA) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc (TMO) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | Purchase | Jul 15, 2022 | Sep 12, 2026 |
All disclosures
49 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.