1 year
9.29%
Cumulative estimated return
SPY: 14.60%
Outperformance: -5.31 percentage points
2025-09-15 – 2026-09-15
Missing information
- 47 rows without a saved price.
- 27 sales exceeding observed holdings (unmatched amount omitted).
Republican · House TX17
Wikipedia biography ↗Years Elected: About 27.6Rank: #45
Federal elected service; earlier service not yet verified.
9.29%
Cumulative estimated return
SPY: 14.60%
Outperformance: -5.31 percentage points
2025-09-15 – 2026-09-15
47.26%
Cumulative estimated return
SPY: 70.83%
Outperformance: -23.57 percentage points
2023-09-15 – 2026-09-15
56.32%
Cumulative estimated return
SPY: 69.11%
Outperformance: -12.79 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 102 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.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| GOOG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMZN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| BRK.B | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| BUI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BWXT | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| XOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LOW | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $194.61Sep 15, 2026 | Unavailable |
| MSFT | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| UNP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $283.99Sep 15, 2026 | Unavailable |
| VZ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $51.45Sep 15, 2026 | Unavailable |
| COST | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $901.35Sep 15, 2026 | Unavailable |
| CVS | Not reported | None | Unavailable | Unavailable | $94.49Sep 15, 2026 | Unavailable |
| HD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RTX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $195.50Sep 15, 2026 | Unavailable |
| ABBV | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $263.04Sep 15, 2026 | Unavailable |
| BUI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CVX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $217.77Sep 15, 2026 | Unavailable |
| CCI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $73.25Sep 15, 2026 | Unavailable |
| ET | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $21.33Sep 15, 2026 | Unavailable |
| HON | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $203.44Sep 15, 2026 | Unavailable |
| IBM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $135.50Sep 15, 2026 | Unavailable |
| PG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| REZI | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SOLS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DIS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $106.42Sep 15, 2026 | Unavailable |
| AAPL | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| MCD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $252.78Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NVDA | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| ABT | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GOOG | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMZN | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AAPL | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| CMG | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $34.83Sep 15, 2026 | Unavailable |
| COST | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $901.35Sep 15, 2026 | Unavailable |
| COST | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $901.35Sep 15, 2026 | Unavailable |
| DHR | Spouse | None | Unavailable | Unavailable | $209.36Sep 15, 2026 | Unavailable |
| JNJ | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| MA | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $573.27Sep 15, 2026 | Unavailable |
| MCD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $252.78Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $250,001 - $500,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NVDA | Spouse | $250,001 - $500,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| NVDA | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| SBUX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $96.58Sep 15, 2026 | Unavailable |
| TJX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $124.60Sep 15, 2026 | Unavailable |
| V | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| V | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| WMT | Spouse | $1 - $1,000 | Unavailable | Unavailable | $108.09Sep 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.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Berkshire Hathaway Inc. New (BRK.B) [ST] | not_reported | 64.65831095195464040584900030 | 33412.83 |
| ET Invest ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 434.8638588027924020687895726 | 391964.54 |
| ET IRA ⇒ Walt Disney Company (DIS) [ST] | not_reported | 70.32170167882570097565263250 | 7483.64 |
| ET IRA ⇒ Energy Transfer LP Common Units (ET) [ST] | not_reported | 485.1728320194057004244996968 | 10348.74 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 103.5707456978967495219885277 | 35362.16 |
| ET IRA ⇒ Kyndryl Holdings, Inc. (KD) [ST] | not_reported | 14.46531791907514450867052023 | 191.52 |
| Kroger Company (KR) [ST] | not_reported | 18.2938377430443352174052720 | 1138.79 |
| Lowe's Companies, Inc. (LOW) [ST] | not_reported | 134.7673743572731796317797313 | 26227.08 |
| ET IRA ⇒ Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | not_reported | 164.6871140386990531082750103 | 9413.52 |
| Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | not_reported | 44.56595992976140952607345898 | 1249.18 |
| CS IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 124.4228781440220512231537843 | 24063.38 |
| C3.ai, Inc. Class A (AI) [ST] | spouse | 34.72743521000893655049151028 | 374.71 |
| American Tower Corporation (AMT) [ST] | spouse | 34.34391590181128683521297328 | 6103.26 |
| Trust One ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | spouse | 90.82188670677715972301055738 | 9930.47 |
| CS IRA ⇒ CME Group Inc. - Class A (CME) [ST] | spouse | 178.5251304586652018676187860 | 49110.48 |
| Trust One ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 212.2144397801331261451399680 | 191279.49 |
| DigitalBridge Group, Inc. (DBRG) [ST] | spouse | 33.44564685771267124100762127 | 530.45 |
| Trust One ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 557.6816443594646271510516252 | 190409.24 |
| CS IRA ⇒ Goldman Sachs Group, Inc. (GS) [ST] | spouse | 123.2433354821584316104812104 | 120368.07 |
| Kyndryl Holdings, Inc. (KD) [ST] | spouse | 32.66406088442407949585868370 | 432.47 |
| Trust One ⇒ McDonald's Corporation Common Stock (MCD) [ST] | spouse | 52.35415371527664169093348166 | 13234.08 |
| CS Invest ⇒ Occidental Petroleum Corporation (OXY) [ST] | spouse | 1877.556325823223570190641248 | 119262.38 |
| SEP 2 ⇒ SBA Communications Corporation - Class A (SBAC) [ST] | spouse | 28.35749477191365682486796867 | 5193.39 |
| CS IRA ⇒ Schlumberger N.V. (SLB) [ST] | spouse | 366.4910673385249656436097114 | 19863.82 |
| Trust One ⇒ TJX Companies, Inc. (TJX) [ST] | spouse | 211.5780222641755094069396524 | 26362.62 |
| IRA One ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | spouse | 43.98066783831282952548330404 | 1232.78 |
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. | ||||||
153 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 |
|---|---|---|---|---|
| VZ — Verizon Communications Inc. Common Stock (VZ) [ST] | Not reported | Sale | Mar 9, 2026 | Sep 11, 2026 |
| BANC — ET IRA ⇒ Banc of California, Inc. (BANC) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 23, 2026 | Sep 14, 2026 |
| GTX — ET IRA ⇒ Garrett Motion Inc. (GTX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 23, 2026 | Sep 14, 2026 |
| DHR — Trust One ⇒ Danaher Corporation Common Stock (DHR) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Jun 12, 2025 | Sep 14, 2026 |
| JNJ — Trust One ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Jun 12, 2025 | Sep 14, 2026 |
| DHR — Danaher Corporation Common Stock (DHR) [ST] | Spouse | Sale | Jun 12, 2025 | Sep 11, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | Sale | Jun 12, 2025 | Sep 11, 2026 |
| CVS — ET Invest ⇒ CVS Health Corporation Common Stock (CVS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Mar 7, 2025 | Sep 14, 2026 |
| MSFT — Trust One ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Dec 18, 2024 | Sep 14, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | Purchase | Dec 18, 2024 | Sep 11, 2026 |
| NVDA — IRA One ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Nov 1, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Purchase | Nov 1, 2024 | Sep 11, 2026 |
| NVDA — IRA One ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Sep 16, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Purchase | Sep 16, 2024 | Sep 11, 2026 |
| MO — Trust One ⇒ Altria Group, Inc. (MO) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 10, 2024 | Sep 14, 2026 |
| NVDA — Trust One ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Sep 10, 2024 | Sep 14, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Spouse | Sale | Sep 10, 2024 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Purchase | Sep 10, 2024 | Sep 11, 2026 |
| MSFT — Trust One ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Sep 9, 2024 | Sep 14, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | Purchase | Sep 9, 2024 | Sep 11, 2026 |
| NVST — Trust One ⇒ Envista Holdings Corporation Common Stock (NVST) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Jun 6, 2024 | Sep 14, 2026 |
| NVST — Envista Holdings Corporation Common Stock (NVST) [ST] | Spouse | Sale | Jun 6, 2024 | Sep 12, 2026 |
| NVDA — IRA One ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | May 21, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale | May 21, 2024 | Sep 12, 2026 |
| GIS — ET IRA ⇒ General Mills, Inc. Common Stock (GIS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Mar 20, 2024 | Sep 14, 2026 |
| V — Trust One ⇒ Visa Inc. (V) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Feb 29, 2024 | Sep 14, 2026 |
| AAPL — IRA One ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Feb 29, 2024 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Spouse | Purchase | Feb 29, 2024 | Sep 12, 2026 |
| MSFT — Trust One ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Feb 7, 2024 | Sep 14, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | Purchase | Feb 7, 2024 | Sep 12, 2026 |
| COST — Trust One ⇒ Costco Wholesale Corporation (COST) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Jan 31, 2024 | Sep 14, 2026 |
| COST — Costco Wholesale Corporation (COST) [ST] | Spouse | Purchase | Jan 31, 2024 | Sep 12, 2026 |
| BABA — Trust One ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 28, 2023 | Sep 14, 2026 |
| AMT — Trust One ⇒ American Tower Corporation (AMT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 28, 2023 | Sep 14, 2026 |
| CCI — Trust One ⇒ Crown Castle Inc. (CCI) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 28, 2023 | Sep 14, 2026 |
| CCI — Crown Castle Inc. (CCI) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 7 · Annual | Dec 28, 2023 | Sep 12, 2026 |
| BUI — BlackRock Utility, Infrastructure & Power Opportunities Trust (BUI) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 5 · Annual | Dec 15, 2023 | Sep 12, 2026 |
| NVDA — Trust One ⇒ NVIDIA Corporation (NVDA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Dec 6, 2023 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Spouse | Purchase | Dec 6, 2023 | Sep 12, 2026 |
| T — Trust One ⇒ AT&T Inc. (T) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Nov 29, 2023 | Sep 14, 2026 |
| T — AT&T Inc. (T) [ST] | Spouse | Sale | Nov 29, 2023 | Sep 12, 2026 |
| MPW — Trust One ⇒ Medical Properties Trust, Inc. common stock (MPW) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Nov 3, 2023 | Sep 14, 2026 |
| MPW — Medical Properties Trust, Inc. common stock (MPW) [ST] | Spouse | Sale | Nov 3, 2023 | Sep 12, 2026 |
| BNS — Bank Nova Scotia Halifax Pfd 3 Ordinary Shares (BNS) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 3 · Annual | Nov 2, 2023 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. (LOW) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 7 · Ptr Original ↗ · Row 31 · Annual | Nov 2, 2023 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Annual | Nov 1, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 9 · Ptr Original ↗ · Row 32 · Annual | Nov 1, 2023 | Sep 12, 2026 |
| WBD — Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 12 · Ptr Original ↗ · Row 72 · Annual | Nov 1, 2023 | Sep 12, 2026 |
| T — HT IRA ⇒ AT&T Inc. (T) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Oct 31, 2023 | Sep 14, 2026 |
| BUI — HT IRA ⇒ BlackRock Utility, Infrastructure & Power Opportunities Trust (BUI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$250,001 - $500,000 Original ↗ · Row 13 · Annual | Oct 31, 2023 | Sep 14, 2026 |
65 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.