Democrat · House NY03
Wikipedia biography ↗Years Elected: About 8.7Rank: #1
Federal elected service; earlier service not yet verified.
21.31%
Cumulative estimated return
SPY: 13.01%
Outperformance: 8.30 percentage points
2025-10-24 – 2026-10-26
176.62%
Cumulative estimated return
SPY: 85.52%
Outperformance: 91.10 percentage points
2023-10-26 – 2026-10-26
168.09%
Cumulative estimated return
SPY: 67.86%
Outperformance: 100.23 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 515 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 |
|---|---|---|---|---|---|---|
| AMD | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $504.80Oct 30, 2026 | Unavailable |
| AAPL | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| MSFT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| NVDA | Not reported | $1,000,001 - $5,000,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| URI | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $1170.05Oct 30, 2026 | Unavailable |
| AMD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $504.80Oct 30, 2026 | Unavailable |
| AAPL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| NVDA | Not reported | $1,000,001 - $5,000,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| PLTR | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $184.11Oct 30, 2026 | Unavailable |
| URI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $1170.05Oct 30, 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 |
|---|---|---|---|
| Apple Inc. - Common Stock (AAPL) [ST] | not_reported | 640.3192207584787678534402915 | 220212.18 |
| Affirm Holdings, Inc. - Class A (AFRM) [ST] | not_reported | 99.8422319100141385793992502 | 6938.04 |
| Merrill Lynch- Advisor Discretion Account ⇒ Allstate Corporation (ALL) [ST] | not_reported | 276.2473438164045898852528687 | 70705.51 |
| Advanced Micro Devices, Inc. - Common Stock (AMD) [ST] | not_reported | 1748.408674257529904918460952 | 928894.56 |
| American Express Company (AXP) [ST] | not_reported | 140.6680516843040004055083371 | 44317.47 |
| Merrill Lynch- Advisor Discretion Account ⇒ Bristol-Myers Squibb Company (BMY) [ST] | not_reported | 521.2590216519647153167602245 | 32114.77 |
| The bank of New York Mellon Corporation (bK) [ST] | not_reported | 169.034257381113364886184359 | 24878.46 |
| borgWarner Inc. (bWA) [ST] | not_reported | 353.575874877890701199548621 | 19489.10 |
| Carnival Corporation (CCL) [ST] | not_reported | 5.601142482918435363147303 | 150.45 |
| The Carlyle group Inc. (Cg) [ST] | not_reported | 137.114592362610518352744638 | 5313.19 |
| CRISPR Therapeutics Ag - Common Shares (CRSP) [ST] | not_reported | 38.9311451861635473529065475 | 1908.02 |
| Merrill Lynch- Advisor Discretion Account- IRA ⇒ Dana Incorporated (DAN) [ST] | not_reported | 350.5915863277826468010517090 | 9483.50 |
| Dollar general Corporation (Dg) [ST] | not_reported | 3.8241588123024212271011989 | 491.10 |
| Dow Inc. (DOW) [ST] | not_reported | 23.0750843040530381677203182 | 784.32 |
| Merrill Lynch- Advisor Discretion Account ⇒ Domino's Pizza Inc (DPZ) [ST] | not_reported | 132.9018482093810359187000514 | 41640.81 |
| Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | not_reported | 650.9686915109641423090014721 | 242108.28 |
| Global Industrial Company Common Stock (GIC) [ST] | not_reported | 1574.518464026393130870742811 | 70286.50 |
| General Motors Company (GM) [ST] | not_reported | 2045.738350754169898210395219 | 156110.29 |
| Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 52.73200632744529396256261534 | 47104.45 |
| Merrill Lynch- Advisor Discretion Account- IRA ⇒ International Paper Company (IP) [ST] | not_reported | 603.8740245261984392419175028 | 20169.39 |
| Merrill Lynch- Advisor Discretion Account ⇒ Jazz Pharmaceuticals plc - Ordinary Shares (JAZZ) [ST] | not_reported | 62.79827315541601255886970173 | 12917.60 |
| Merrill Lynch- Advisor Discretion Account ⇒ JP Morgan Chase & Co. (JPM) [ST] | not_reported | 205.2447110830438901168298074 | 68559.94 |
| Li Auto Inc. - American Depositary Shares (LI) [ST] | not_reported | 201.1112498291149056580833172 | 2282.61 |
| Eli Lilly and Company (LLY) [ST] | not_reported | 202.7272887277836232355147760 | 259316.58 |
| Southwest Airlines Company (LUV) [ST] | not_reported | 37.1399621749589085971023657 | 1591.45 |
| Live Nation Entertainment, Inc. (LYV) [ST] | not_reported | 27.5780310319461320108383699 | 4759.42 |
| Marriott International - Class A (MAR) [ST] | not_reported | 4.14382076376040857461555313 | 1635.77 |
| MP Materials Corp. (MP) [ST] | not_reported | 817.6226415094339622641509434 | 30636.32 |
| Merrill Lynch- Advisor Discretion Account ⇒ Marvell Technology, Inc. (MRVL) [ST] | not_reported | 2000.234312492856326437307121 | 467614.78 |
| Morgan Stanley (MS) [ST] | not_reported | 43.2516638684226088720589554 | 7936.25 |
| Merrill Lynch- Advisor Discretion Account ⇒ Microsoft Corporation (MSFT) [ST] | not_reported | 361.8553823249658823042884910 | 192724.18 |
| NextEra Energy, Inc. Common Stock (NEE) [ST] | not_reported | 17.07468352502807588121614778 | 1400.81 |
| Merrill Lynch- Advisor Discretion Account- IRA ⇒ NVIDIA Corporation (NVDA) [ST] | not_reported | 32171.58713136729222520107238 | 6949062.82 |
| Pinterest, Inc. Class A (PINS) [ST] | not_reported | 26.4819562552688365025957814 | 562.21 |
| PayPal Holdings, Inc. (PYPL) [ST] | not_reported | 17.2775727568695515205858401 | 950.09 |
| Roblox Corporation Class A (RbLX) [ST] | not_reported | 32.7007767168610086368591746 | 1777.94 |
| RH (RH) [ST] | not_reported | 193.7668618689658124631587554 | 26298.04 |
| Schlumberger N.V. (Slb) [ST] | not_reported | 157.3681323473273802516993540 | 8353.10 |
| Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | not_reported | 13.0828949780216066131258504 | 7488.13 |
| Sysco Corporation (SYY) [ST] | not_reported | 9.8219380826321218240185768 | 806.97 |
| LendingTree, Inc. (TREE) [ST] | not_reported | 105.7036449935452453722655749 | 2774.72 |
| Upstart Holdings, Inc. - Common stock (UPST) [ST] | not_reported | 306.6013217461514155757915962 | 7051.83 |
| United Rentals, Inc. Common Stock (URI) [ST] | not_reported | 466.5855208147987172148911993 | 523462.30 |
| Merrill Lynch- Advisor Discretion Account ⇒ Visa Inc. (V) [ST] | not_reported | 346.0869364588620737390983342 | 139874.50 |
| Merrill Lynch- Advisor Discretion Account- IRA ⇒ Verizon Communications Inc. (VZ) [ST] | not_reported | 153.9742109314857582755966128 | 6636.29 |
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. | ||||||
85 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 |
|---|---|---|---|---|
| DOW — Dow Inc. (DOW) [ST] | Not reported | Sale | Jan 7, 2022 | Sep 12, 2026 |
| MS — Morgan Stanley (MS) [ST] | Not reported | Sale | Jan 7, 2022 | Sep 12, 2026 |
| Not reported — Schlumberger N.V. (Slb) [ST] | Not reported | Sale | Jan 7, 2022 | Sep 12, 2026 |
| SYY — Sysco Corporation (SYY) [ST] | Not reported | Sale | Jan 7, 2022 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Not reported | Sale | Jan 7, 2022 | Sep 12, 2026 |
| SPLK — Merrill Lynch- Advisor Discretion Account ⇒ Splunk Inc. (SPLK) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 28, 2021 | Sep 14, 2026 |
| SPOT — Merrill Lynch- Advisor Discretion Account ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 28, 2021 | Sep 14, 2026 |
| SPLK — Splunk Inc. (SPLK) [ST] | Not reported | Sale | Dec 28, 2021 | Sep 12, 2026 |
| SPOT — Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Not reported | Sale | Dec 28, 2021 | Sep 12, 2026 |
| MS — National Securities- Advisor Discretion Account ⇒ Morgan Stanley (MS) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 128 · Annual | Nov 24, 2021 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Not reported | Purchase | Nov 24, 2021 | Sep 12, 2026 |
| MS — Morgan Stanley (MS) [ST] | Not reported | Purchase | Nov 24, 2021 | Sep 12, 2026 |
| MSFT — National Securities- Advisor Discretion Account ⇒ Microsoft Corporation (MSFT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 21, 2021 | Sep 14, 2026 |
| AMD — National Securities- Advisor Discretion Account ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 18, 2021 | Sep 14, 2026 |
| AAPL — National Securities- Advisor Discretion Account ⇒ Apple Inc. (AAPL) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 18, 2021 | Sep 14, 2026 |
| CG — National Securities- Advisor Discretion Account ⇒ The Carlyle Group Inc. (CG) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 18, 2021 | Sep 14, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | Sale | Nov 18, 2021 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Not reported | Sale | Nov 18, 2021 | Sep 12, 2026 |
| Not reported — The Carlyle group Inc. (Cg) [ST] | Not reported | Sale | Nov 18, 2021 | Sep 12, 2026 |
| NEE — Merrill Lynch- Advisor Discretion Account- IRA ⇒ NextEra Energy, Inc. (NEE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 16, 2021 | Sep 14, 2026 |
| SLVM — Merrill Lynch- Advisor Discretion Account- IRA ⇒ Sylvamo Corporation (SLVM) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 16, 2021 | Sep 14, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Not reported | Sale | Nov 16, 2021 | Sep 12, 2026 |
| SLVM — Sylvamo Corporation (SLVM) [ST] | Not reported | Sale | Nov 16, 2021 | Sep 12, 2026 |
| CVS — Merrill Lynch- Advisor Discretion Account ⇒ CVS Health Corporation (CVS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 10, 2021 | Sep 14, 2026 |
| BNY — National Securities- Advisor Discretion Account ⇒ The Bank of New York Mellon Corporation (BK) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 10, 2021 | Sep 14, 2026 |
| CVS — CVS Health Corporation (CVS) [ST] | Not reported | Sale | Nov 10, 2021 | Sep 12, 2026 |
| Not reported — The bank of New York Mellon Corporation (bK) [ST] | Not reported | Sale | Nov 10, 2021 | Sep 12, 2026 |
| DOW — National Securities- Advisor Discretion Account ⇒ Dow Inc. (DOW) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 4, 2021 | Sep 14, 2026 |
| PYPL — National Securities- Advisor Discretion Account ⇒ PayPal Holdings, Inc. (PYPL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 4, 2021 | Sep 14, 2026 |
| SLB — National Securities- Advisor Discretion Account ⇒ Schlumberger N.V. (SLB) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 4, 2021 | Sep 14, 2026 |
| TJX — National Securities- Advisor Discretion Account ⇒ TJX Companies, Inc. (TJX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 4, 2021 | Sep 14, 2026 |
| DOW — Dow Inc. (DOW) [ST] | Not reported | Purchase | Nov 4, 2021 | Sep 12, 2026 |
| Not reported — PayPal Holdings, Inc. (PYPl) [ST] | Not reported | Purchase | Nov 4, 2021 | Sep 12, 2026 |
| Not reported — Schlumberger N.V. (Slb) [ST] | Not reported | Purchase | Nov 4, 2021 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Not reported | Purchase | Nov 4, 2021 | Sep 12, 2026 |
47 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.