1 year
13.27%
Cumulative estimated return
SPY: 14.60%
Outperformance: -1.33 percentage points
2025-09-15 – 2026-09-15
Missing information
- 329 sales exceeding observed holdings (unmatched amount omitted).
- 12 rows without a saved price.
Rob Bresnahan
Updated Sep 14, 2026Republican · House PA08
Wikipedia biography ↗Years Elected: About 1.7Rank: #79
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2025 – Sep 17, 2026
Estimated public-equity portfolio performance
3 years
28.55%
Cumulative estimated return
SPY: 30.27%
Outperformance: -1.72 percentage points
2025-01-13 – 2026-09-15
Missing information
- 329 sales exceeding observed holdings (unmatched amount omitted).
- 12 rows without a saved price.
- Available investment history starts 2025-01-13.
5 years
28.55%
Cumulative estimated return
SPY: 30.27%
Outperformance: -1.72 percentage points
2025-01-13 – 2026-09-15
Missing information
- 329 sales exceeding observed holdings (unmatched amount omitted).
- 12 rows without a saved price.
- Available investment history starts 2025-01-13.
As of Sep 15, 2026. 569 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 |
|---|---|---|---|---|---|---|
| PYPL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $52.71Sep 16, 2026 | Unavailable |
| PFE | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $27.46Sep 16, 2026 | Unavailable |
| PM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $191.71Sep 16, 2026 | Unavailable |
| PSX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $264.63Sep 16, 2026 | Unavailable |
| PNC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $231.49Sep 16, 2026 | Unavailable |
| PPL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $33.41Sep 16, 2026 | Unavailable |
| PG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PGR | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PLD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $133.74Sep 16, 2026 | Unavailable |
| PEG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PSA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| QCOM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $184.84Sep 16, 2026 | Unavailable |
| PWR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $619.28Sep 16, 2026 | Unavailable |
| DGX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $247.08Sep 16, 2026 | Unavailable |
| RL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $338.36Sep 16, 2026 | Unavailable |
| O | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $57.15Sep 16, 2026 | Unavailable |
| REG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| REGN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $774.61Sep 16, 2026 | Unavailable |
| RF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $28.47Sep 16, 2026 | Unavailable |
| RSG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $219.80Sep 16, 2026 | Unavailable |
| RMD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $228.25Sep 16, 2026 | Unavailable |
| ROL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $33.53Sep 16, 2026 | Unavailable |
| ROP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.82Sep 16, 2026 | Unavailable |
| ROST | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $224.80Sep 16, 2026 | Unavailable |
| RCL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RTX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $196.83Sep 16, 2026 | Unavailable |
| SPGI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $406.76Sep 16, 2026 | Unavailable |
| CRM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $250.54Sep 16, 2026 | Unavailable |
| SBAC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $180.02Sep 16, 2026 | Unavailable |
| STX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $783.18Sep 16, 2026 | Unavailable |
| NOW | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $139.82Sep 16, 2026 | Unavailable |
| SHW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $321.46Sep 16, 2026 | Unavailable |
| SPG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $202.94Sep 16, 2026 | Unavailable |
| SW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $44.58Sep 16, 2026 | Unavailable |
| SOLS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $58.48Sep 16, 2026 | Unavailable |
| SO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $86.23Sep 16, 2026 | Unavailable |
| SBUX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $97.34Sep 16, 2026 | Unavailable |
| STT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $182.90Sep 16, 2026 | Unavailable |
| STLD | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $238.23Sep 16, 2026 | Unavailable |
| STE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $209.90Sep 16, 2026 | Unavailable |
| SYK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $284.76Sep 16, 2026 | Unavailable |
| SYF | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $74.88Sep 16, 2026 | Unavailable |
| SNPS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SYY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $78.71Sep 16, 2026 | Unavailable |
| TMUS | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $176.26Sep 16, 2026 | Unavailable |
| TTWO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $211.81Sep 16, 2026 | Unavailable |
| TPR | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $117.94Sep 16, 2026 | Unavailable |
| TRGP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $284.77Sep 16, 2026 | Unavailable |
| TEL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $202.20Sep 16, 2026 | Unavailable |
| TDY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $601.10Sep 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 |
|---|---|---|---|
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | joint | 73.21416503345272690410218283 | 37834.15 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 29.81923220275810659709280656 | 5767.04 |
| JP Morgan Brokerage Account ⇒ Archer-Daniels-Midland Company Common Stock (ADM) [ST] | not_reported | 139.1633327535223517133414507 | 12052.94 |
| Ameren Corporation Common Stock (AEE) [ST] | not_reported | 2.27123788736955639292353687 | 233.98 |
| JP Morgan Brokerage Account ⇒ The AES Corporation Common Stock (AES) [ST] | not_reported | 557.9149232914923291492329149 | 8257.14 |
| JP Morgan Brokerage Account ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | not_reported | 93.51841028638223261250730567 | 7058.77 |
| Rollover IRA ⇒ Allstate Corporation (ALL) [ST] | not_reported | 115.3086716310353110737448955 | 29658.54 |
| JP Morgan Brokerage Account ⇒ Applied Materials, Inc. - Common Stock (AMAT) [ST] | not_reported | 126.4660103505972995058173470 | 53263.69 |
| JP Morgan Brokerage Account ⇒ American Tower Corporation (AMT) [ST] | not_reported | 45.56871902944694423876516489 | 8098.02 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | not_reported | 45.34402629789163454998866470 | 13814.96 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Amphenol Corporation Common Stock (APH) [ST] | not_reported | 599.3932218440136155098416457 | 46542.88 |
| JP Morgan Brokerage Account #2 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST] | not_reported | 11.87334896559912142708735271 | 3935.54 |
| JP Morgan Brokerage Account #2 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 7.478081244274951862860561195 | 11901.22 |
| Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | not_reported | 324.1201793520499167701040857 | 35439.30 |
| JP Morgan Brokerage Account ⇒ Bank of America Corporation Common Stock (BAC) [ST] | not_reported | 1363.645454545454545454545455 | 81164.18 |
| JP Morgan Brokerage Account ⇒ Baxter International Inc. Common Stock (BAX) [ST] | not_reported | 418.6551543694400837257980115 | 9926.31 |
| LPL Account III ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 1392.623097582811101163831692 | 719651.91 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Church & Dwight Company, Inc. Common Stock (CHD) [ST] | not_reported | 190.8288610614192009540846750 | 18035.24 |
| JP Morgan Brokerage Account ⇒ Charter Communications, Inc. - Class A Common Stock (CHTR) [ST] | not_reported | 38.32574850299401197604790419 | 5411.60 |
| RPB Ventures LLC ⇒ LPL Account ⇒ The Cigna Group Common Stock (CI) [ST] | not_reported | 58.13683101406096719107655416 | 16795.73 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | not_reported | 1446.366707617475378178950713 | 35320.28 |
| JP Morgan Brokerage Account ⇒ CME Group Inc. - Class A Common Stock (CME) [ST] | not_reported | 29.29727552365607148088472243 | 8059.39 |
| JP Morgan Brokerage Account #2 ⇒ Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] | not_reported | 35.37852657645706199699301318 | 6089.00 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 114.8062249228842451933112229 | 103480.59 |
| Campbell Soup Company Common Stock (CPB) [ST] | not_reported | 192.0427268362938070091214594 | 4102.03 |
| JP Morgan Brokerage Account #2 ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | not_reported | 345.6011605085758170492362830 | 83804.83 |
| JP Morgan Brokerage Account ⇒ Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | not_reported | 96.39156626506024096385542169 | 6099.66 |
| JP Morgan Brokerage Account #2 ⇒ Datadog, Inc. - Class A Common Stock (DDOG) [ST] | not_reported | 58.83153173027428487388778587 | 13547.14 |
| JP Morgan Brokerage Account ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | not_reported | 55.54745539123793654099840311 | 7787.75 |
| JP Morgan Brokerage Account ⇒ Danaher Corporation Common Stock (DHR) [ST] | not_reported | 141.9731784029355233269264372 | 29723.50 |
| JP Morgan Brokerage Account ⇒ Walt Disney Company (DIS) [ST] | not_reported | 285.6684538982156983387536257 | 30400.84 |
| JP Morgan Brokerage Account ⇒ Digital Realty Trust, Inc. Common Stock (DLR) [ST] | not_reported | 51.71288216663434813522073557 | 9270.57 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Domino's Pizza Inc - Common Stock (DPZ) [ST] | not_reported | 38.38827311549349839259152632 | 11931.84 |
| JP Morgan Brokerage Account ⇒ Duke Energy Corporation (DUK) [ST] | not_reported | 68.25782783038989847282655064 | 8038.72 |
| JP Morgan Brokerage Account ⇒ Devon Energy Corporation Common Stock (DVN) [ST] | not_reported | 218.4138684138684138684138684 | 11211.18 |
| JP Morgan Brokerage Account #2 ⇒ Elastic N.V. Ordinary Shares (ESTC) [ST] | not_reported | 106.0511664899257688229056204 | 9031.32 |
| JP Morgan Brokerage Account ⇒ Expedia Group, Inc. - Common Stock (EXPE) [ST] | not_reported | 28.23938441989340298612826939 | 8276.40 |
| JP Morgan Brokerage Account ⇒ Fastenal Company - Common Stock (FAST) [ST] | not_reported | 199.3645651632195365063543484 | 9850.60 |
| JP Morgan Brokerage Account ⇒ Fox Corporation - Class B Common Stock (FOX) [ST] | not_reported | 123.2173109502541198213460650 | 7434.93 |
| JP Morgan Brokerage Account ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST] | not_reported | 64.47856221792392005157962605 | 6601.32 |
| JP Morgan Brokerage Account ⇒ Corning Incorporated Common Stock (GLW) [ST] | not_reported | 91.37163088168113293741434445 | 13118.23 |
| LPL Account I ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 686.7479286169534735500318674 | 234476.35 |
| JP Morgan Brokerage Account ⇒ Garmin Ltd. Common Stock (GRMN) [ST] | not_reported | 160.2193739216169583436036480 | 44696.40 |
| JP Morgan Brokerage Account ⇒ Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 36.97440273037542662116040956 | 36111.79 |
| JP Morgan Brokerage Account #2 ⇒ GitLab Inc. - Class A Common Stock (GTLB) [ST] | not_reported | 213.1761257660538236077804423 | 10466.95 |
| RPB Ventures LLC ⇒ LPL Account ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | not_reported | 15.85748971805163272384916506 | 20131.56 |
| JP Morgan Brokerage Account ⇒ Huntington Bancshares Incorporated - Common Stock (HBAN) [ST] | not_reported | 461.1239193083573487031700288 | 7723.83 |
| Rollover IRA ⇒ Healthcare Services Group, Inc. - Common Stock (HCSG) [ST] | not_reported | 418.4361924686192468619246862 | 9167.94 |
| JP Morgan Brokerage Account ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] | not_reported | 58.05878084179970972423802612 | 7897.74 |
| JP Morgan Brokerage Account #2 ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | not_reported | 287.3607427055702917771883289 | 31738.99 |
| JP Morgan Brokerage Account ⇒ Henry Schein, Inc. - Common Stock (HSIC) [ST] | not_reported | 105.8547234718179412543000794 | 9264.41 |
| RPB Ventures LLC ⇒ LPL Account ⇒ The Hershey Company Common Stock (HSY) [ST] | not_reported | 87.92724475217056819430706672 | 14984.56 |
| RPB Ventures LLC ⇒ LPL Account ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] | not_reported | 23.65157494863494597431008234 | 12079.57 |
| JP Morgan Brokerage Account ⇒ Incyte Corporation - Common Stock (INCY) [ST] | not_reported | 81.00131618912625291080287537 | 9861.10 |
| JP Morgan Brokerage Account ⇒ IQVIA Holdings, Inc. Common Stock (IQV) [ST] | not_reported | 35.49310145956257486358191739 | 9571.42 |
| JP Morgan Brokerage Account ⇒ Iron Mountain Incorporated (IRM) [ST] | not_reported | 96.44966847498493068113321278 | 10806.22 |
| Keysight Technologies Inc. Common Stock (KEYS) [ST] | not_reported | 62.52344482650828383869959362 | 19592.35 |
| JP Morgan Brokerage Account ⇒ The Kraft Heinz Company - Common Stock (KHC) [ST] | not_reported | 329.9175257731958762886597938 | 8158.86 |
| JP Morgan Brokerage Account ⇒ Kimco Realty Corporation (KIM) [ST] | not_reported | 394.6965959546127281697089295 | 9074.07 |
| JP Morgan Brokerage Account ⇒ Kroger Company (KR) [ST] | not_reported | 128.0489756722151088348271447 | 7971.05 |
| JP Morgan Brokerage Account ⇒ Leidos Holdings, Inc. Common Stock (LDOS) [ST] | not_reported | 44.34866962305986696230598670 | 5731.62 |
| JP Morgan Brokerage Account ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST] | not_reported | 27.25244405082263174030043942 | 6803.85 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Lennox International, Inc. Common Stock (LII) [ST] | not_reported | 16.47617282425141068413031838 | 5967.51 |
| RPB Ventures LLC ⇒ LPL Account ⇒ LKQ Corporation - Common Stock (LKQ) [ST] | not_reported | 529.8344370860927152317880794 | 12398.13 |
| JP Morgan Brokerage Account #2 ⇒ Lemonade, Inc. Common Stock (LMND) [ST] | not_reported | 112.3981455465018263557178983 | 5590.68 |
| LPL Account I ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | not_reported | 167.9424448498921877591640405 | 32683.28 |
| JP Morgan Brokerage Account ⇒ Mid-America Apartment Communities, Inc. Common Stock (MAA) [ST] | not_reported | 57.59484558347131236052120078 | 7169.98 |
| JP Morgan Brokerage Account ⇒ Marriott International - Class A Common Stock (MAR) [ST] | not_reported | 25.78809953584321815368746777 | 8696.78 |
| JP Morgan Brokerage Account ⇒ Masco Corporation Common Stock (MAS) [ST] | not_reported | 126.0715411282697762369996848 | 8683.81 |
| JP Morgan Brokerage Account ⇒ McDonald's Corporation Common Stock (MCD) [ST] | not_reported | 106.3393645911723325589765403 | 26880.46 |
| JP Morgan Brokerage Account ⇒ Moody's Corporation Common Stock (MCO) [ST] | not_reported | 15.66115298032690613683077224 | 7316.26 |
| JP Morgan Brokerage Account ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | not_reported | 148.6253018762771688649451978 | 9229.63 |
| JP Morgan Brokerage Account ⇒ Mohawk Industries, Inc. Common Stock (MHK) [ST] | not_reported | 73.19762122598353156450137237 | 9440.30 |
| JP Morgan Brokerage Account ⇒ 3M Company Common Stock (MMM) [ST] | not_reported | 203.0012492192379762648344785 | 33428.22 |
| JP Morgan Brokerage Account ⇒ Mosaic Company (MOS) [ST] | not_reported | 332.1087588210875882108758821 | 8455.49 |
| JP Morgan Brokerage Account ⇒ Newmont Corporation (NEM) [ST] | not_reported | 325.4932398597896845267901853 | 40423.01 |
| JP Morgan Brokerage Account ⇒ NiSource Inc Common Stock (NI) [ST] | not_reported | 191.5828544061302681992337165 | 7776.35 |
| JP Morgan Brokerage Account ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | not_reported | 14.03079567177004963083776153 | 7453.86 |
| JP Morgan Brokerage Account #2 ⇒ Nu Holdings Ltd. Class A Ordinary Shares (NU) [ST] | not_reported | 477.9271206690561529271206691 | 6781.79 |
| JP Morgan Brokerage Account ⇒ News Corporation - Class B Common Stock (NWS) [ST] | not_reported | 270.0134998312521093486331421 | 9121.06 |
| JP Morgan Brokerage Account ⇒ News Corporation - Class A Common Stock (NWSA) [ST] | not_reported | 306.2978560490045941807044410 | 9322.18 |
| JP Morgan Brokerage Account #2 ⇒ Okta, Inc. - Class A Common Stock (OKTA) [ST] | not_reported | 92.52341852665664392274777379 | 17621.09 |
| JP Morgan Brokerage Account ⇒ Occidental Petroleum Corporation Common Stock (OXY) [ST] | not_reported | 194.5646887159533073929961089 | 12358.75 |
| LPL Account I ⇒ Paylocity Holding Corporation - Common Stock (PCTY) [ST] | not_reported | 52.46229508196721311475409836 | 7723.50 |
| JP Morgan Brokerage Account ⇒ Public Service Enterprise Group Incorporated Common Stock (PEG) [ST] | not_reported | 99.63262764632627646326276463 | 7016.13 |
| LPL Account I ⇒ PulteGroup, Inc. Common Stock (PHM) [ST] | not_reported | 68.22872249701517994200921030 | 8151.29 |
| JP Morgan Brokerage Account ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | not_reported | 421.9437412095639943741209564 | 72810.61 |
| JP Morgan Brokerage Account ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | not_reported | 190.0058462437883659748611517 | 35683.10 |
| JP Morgan Brokerage Account ⇒ Regency Centers Corporation (REG) [ST] | not_reported | 115.8988845429523395625090540 | 8582.31 |
| JP Morgan Brokerage Account #2 ⇒ SBA Communications Corporation - Class A Common Stock (SBAC) [ST] | not_reported | 209.3832394147753709352220442 | 38346.45 |
| JP Morgan Brokerage Account #2 ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | not_reported | 201.9040815058706591290302541 | 26219.26 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Sherwin-Williams Company (SHW) [ST] | not_reported | 49.38123013301237539733975250 | 15961.00 |
| Rollover IRA ⇒ SLB Limited Common Shares (SLB) [ST] | not_reported | 208.4549244398124022928608650 | 11298.26 |
| JP Morgan Brokerage Account ⇒ Sollensys Corp. (SOLS) [ST] | not_reported | 164.6871140386990531082750103 | 9413.52 |
| JP Morgan Brokerage Account #2 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | not_reported | 13.77710044600575157996245975 | 7691.20 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Teledyne Technologies Incorporated Common Stock (TDY) [ST] | not_reported | 31.32966538092534215730425078 | 18751.12 |
| JP Morgan Brokerage Account #2 ⇒ Atlassian Corporation - Class A Common Stock (TEAM) [ST] | not_reported | 49.34316023189835944245713581 | 9365.83 |
| JP Morgan Brokerage Account #2 ⇒ Tempus AI, Inc. - Class A Common Stock (TEM) [ST] | not_reported | 135.4868755292125317527519052 | 9328.27 |
| LPL Account I ⇒ Thor Industries, Inc. Common Stock (THO) [ST] | not_reported | 77.92441803837537742281094770 | 5557.57 |
| JP Morgan Brokerage Account ⇒ TJX Companies, Inc. (TJX) [ST] | not_reported | 211.5780222641755094069396524 | 26362.62 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | not_reported | 319.9560087982403519296140772 | 10568.15 |
| JP Morgan Brokerage Account #2 ⇒ ServiceTitan, Inc. - Class A Common Stock (TTAN) [ST] | not_reported | 75.12206572769953051643192488 | 4402.15 |
| JP Morgan Brokerage Account #2 ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | not_reported | 210.7613277133825079030558483 | 3161.42 |
| JP Morgan Brokerage Account #2 ⇒ Twilio Inc. Class A Common Stock (TWLO) [ST] | not_reported | 228.4905793025871766029246344 | 55331.28 |
| JP Morgan Brokerage Account #2 ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | not_reported | 35.83971688393137123146530484 | 9555.59 |
| JP Morgan Brokerage Account ⇒ Valero Energy Corporation Common Stock (VLO) [ST] | not_reported | 49.14613919773941888322378524 | 19512.98 |
| JP Morgan Brokerage Account ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | not_reported | 71.68806246691371095817893065 | 36892.83 |
| JP Morgan Brokerage Account ⇒ Waters Corporation Common Stock (WAT) [ST] | not_reported | 21.06337045520364373535529052 | 8785.32 |
| JP Morgan Brokerage Account ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | not_reported | 37.24974392401527144054381227 | 7102.41 |
| JP Morgan Brokerage Account ⇒ W.R. Berkley Corporation Common Stock (WRB) [ST] | not_reported | 114.0972618368511123787792356 | 8132.85 |
| JP Morgan Brokerage Account ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | not_reported | 24.34723067559342665855143031 | 7839.08 |
| JP Morgan Brokerage Account ⇒ Xcel Energy Inc. (XEL) [ST] | not_reported | 108.3197942052531816950988356 | 7852.10 |
| LPL Account I ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | not_reported | 893.3106199102542795412996510 | 151255.35 |
| JP Morgan Brokerage Account ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST] | not_reported | 32.94827444197347829668066881 | 11292.36 |
| JP Morgan Brokerage Account #2 ⇒ Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] | not_reported | 92.71642136979951326920848302 | 8629.12 |
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
1145 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
All disclosures
30 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.