1 year
13.36%
Cumulative estimated return
SPY: 14.60%
Outperformance: -1.24 percentage points
2025-09-15 – 2026-09-15
Missing information
- 274 sales exceeding observed holdings (unmatched amount omitted).
- 62 rows without a saved price.
Gilbert Cisneros
Updated Sep 14, 2026Democrat · House CA31
Wikipedia biography ↗Years Elected: About 3.7Rank: #49
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2019 – Jan 3, 2021
- Jan 3, 2025 – Sep 17, 2026
Estimated public-equity portfolio performance
3 years
47.25%
Cumulative estimated return
SPY: 28.67%
Outperformance: 18.58 percentage points
2025-01-07 – 2026-09-15
Missing information
- 274 sales exceeding observed holdings (unmatched amount omitted).
- 62 rows without a saved price.
- Available investment history starts 2025-01-07.
5 years
47.25%
Cumulative estimated return
SPY: 28.67%
Outperformance: 18.58 percentage points
2025-01-07 – 2026-09-15
Missing information
- 274 sales exceeding observed holdings (unmatched amount omitted).
- 62 rows without a saved price.
- Available investment history starts 2025-01-07.
As of Sep 15, 2026. 1434 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 |
|---|---|---|---|---|---|---|
| ATRC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $57.14Sep 16, 2026 | Unavailable |
| ADSK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $220.31Sep 16, 2026 | Unavailable |
| ADPVV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AZO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $2849.04Sep 16, 2026 | Unavailable |
| AVNT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AXON | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $468.42Sep 16, 2026 | Unavailable |
| AZTA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $33.21Sep 16, 2026 | Unavailable |
| BKR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $56.32Sep 16, 2026 | Unavailable |
| BCPC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BCLYF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BDX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $181.85Sep 16, 2026 | Unavailable |
| BRK.B | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $519.80Sep 16, 2026 | Unavailable |
| BCRX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $8.43Sep 16, 2026 | Unavailable |
| BLK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $1037.24Sep 16, 2026 | Unavailable |
| BX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $123.45Sep 16, 2026 | Unavailable |
| XYZ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $76.63Sep 16, 2026 | Unavailable |
| BE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $201.96Sep 16, 2026 | Unavailable |
| BKNG | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $171.40Sep 16, 2026 | Unavailable |
| BOOT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $122.75Sep 16, 2026 | Unavailable |
| BSX | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $43.91Sep 16, 2026 | Unavailable |
| BBIO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $68.30Sep 16, 2026 | Unavailable |
| BMY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $63.60Sep 16, 2026 | Unavailable |
| AVGO | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $339.51Sep 16, 2026 | Unavailable |
| BR | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BRO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $65.88Sep 16, 2026 | Unavailable |
| CHRW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $153.47Sep 16, 2026 | Unavailable |
| CDNS | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $279.90Sep 16, 2026 | Unavailable |
| CDRE | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $26.42Sep 16, 2026 | Unavailable |
| CCJ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CP | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CPRI | Not reported | None | Unavailable | Unavailable | $14.73Sep 16, 2026 | Unavailable |
| CAH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| KMX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $58.80Sep 16, 2026 | Unavailable |
| CCL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $22.35Sep 16, 2026 | Unavailable |
| CARR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $54.26Sep 16, 2026 | Unavailable |
| CAT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $782.72Sep 16, 2026 | Unavailable |
| CATY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $62.00Sep 16, 2026 | Unavailable |
| CBZ | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $54.60Sep 16, 2026 | Unavailable |
| CBOE | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $270.43Sep 16, 2026 | Unavailable |
| CBRE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CDW | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $149.96Sep 16, 2026 | Unavailable |
| COR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $318.50Sep 16, 2026 | Unavailable |
| CNC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $66.01Sep 16, 2026 | Unavailable |
| CENTA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $131.99Sep 16, 2026 | Unavailable |
| SKY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $84.89Sep 16, 2026 | Unavailable |
| SCHW | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $105.16Sep 16, 2026 | Unavailable |
| GTLS | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| CHTR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $135.00Sep 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 |
|---|---|---|---|
| 150 Main Street Trust ⇒ Bank of America ⇒ Asbury Automotive Group Inc Common Stock (ABG) [ST] | not_reported | 139.7690620565088375693458909 | 28673.62 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 104.0609786779725573448424695 | 20125.39 |
| Archer-Daniels-Midland Company Common Stock (ADM) [ST] | not_reported | 171.131690530878772722147892 | 14821.72 |
| 150 Main Street Trust ⇒ Bank of America ⇒ The AES Corporation (AES) [ST] | not_reported | 557.9149232914923291492329149 | 8257.14 |
| 150 Main Street Trust ⇒ Bank of America ⇒ American International Group, Inc. New (AIG) [ST] | not_reported | 93.51841028638223261250730567 | 7058.77 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Allstate Corporation (ALL) [ST] | not_reported | 156.1398030266634638481864040 | 40160.72 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Applied Materials, Inc. (AMAT) [ST] | not_reported | 291.8420950231526518541577493 | 122915.14 |
| 150 Main Street Trust ⇒ Bank of America ⇒ American Tower Corporation (AMT) [ST] | not_reported | 45.56871902944694423876516489 | 8098.02 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | not_reported | 92.10071412378145545227839492 | 28060.32 |
| APA Corporation - Common Stock (APA) [ST] | not_reported | 9.6048780646082363171488274 | 455.37 |
| Amphenol Corporation Common Stock (APH) [ST] | not_reported | 581.2658254110459969796918607 | 45135.29 |
| Applovin Corporation - Class A Common Stock (APP) [ST] | not_reported | 155.8029625768775256866974846 | 51642.45 |
| AppFolio, Inc. - Class A Common Stock (APPF) [ST] | not_reported | 94.44015331502603818476654771 | 21338.75 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 5.622276879831342234715390021 | 8947.74 |
| 150 Main Street Trust ⇒ Bank of America ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | not_reported | 45.58689458689458689458689459 | 7378.24 |
| Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | not_reported | 93.462702946262113331543108 | 10219.21 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 315.1004665186724627148417265 | 162831.32 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Citizens Financial Group, Inc. (CFG) [ST] | not_reported | 556.4201335387776065742167437 | 39082.95 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Church & Dwight Company, Inc. (CHD) [ST] | not_reported | 95.41443053070960047704233751 | 9017.62 |
| Charter Communications, Inc. - Class A Common Stock (CHTR) [ST] | not_reported | 37.88009712180333511678901987 | 5348.67 |
| Comcast Corporation - Class A Common Stock (CMCSA) [ST] | not_reported | 1.8477844139887015044644301 | 45.12 |
| CME Group Inc. - Class A Common Stock (CME) [ST] | not_reported | 29.19822614888073929295668837 | 8032.14 |
| The Vita Coco Company, Inc. - Common Stock (COCO) [ST] | not_reported | 872.9820211130239800285813640 | 48694.94 |
| The Cooper Companies, Inc. (COO) [ST] | not_reported | 646.0543064466880731507967079 | 34415.31 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 211.4456838829430655026521241 | 190586.57 |
| The Campbell's Company - Common Stock (CPB) [ST] | not_reported | 1565.971481428284781183143627 | 33449.15 |
| CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | not_reported | 130.5762548144405997524350003 | 31663.44 |
| Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | not_reported | 5.3017217014559211238148805 | 335.49 |
| DigitalBridge Group, Inc. (DBRG) [ST] | not_reported | 9.543027740760502138048094 | 151.35 |
| Ducommun Incorporated Common Stock (DCO) [ST] | not_reported | 404.5581680444814371695143472 | 67286.11 |
| D.R. Horton, Inc. Common Stock (DHI) [ST] | not_reported | 4.67957644922369442502688734 | 656.08 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Danaher Corporation (DHR) [ST] | not_reported | 141.9731784029355233269264372 | 29723.50 |
| Walt Disney Company (DIS) [ST] | not_reported | 281.9514277301033537236533721 | 30005.27 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Digital Realty Trust, Inc. (DLR) [ST] | not_reported | 51.71288216663434813522073557 | 9270.57 |
| Domino's Pizza Inc - Common Stock (DPZ) [ST] | not_reported | 26.46630718846141122762909789 | 8226.26 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Duke Energy Corporation (DUK) [ST] | not_reported | 68.25782783038989847282655064 | 8038.72 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Evergy, Inc. (EVRG) [ST] | not_reported | 110.3669471651262243068009381 | 8851.43 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Fastenal Company - Common Stock (FAST) [ST] | not_reported | 199.3645651632195365063543484 | 9850.60 |
| Ferguson Enterprises Inc. Common Stock (FERG) [ST] | not_reported | 823.3904122137263406230563467 | 177119.51 |
| Federal Signal Corporation Common Stock (FSS) [ST] | not_reported | 142.2519655472288586476214093 | 16085.85 |
| GoDaddy Inc. Class A Common Stock (GDDY) [ST] | not_reported | 83.51252609603340292275574113 | 8550.01 |
| Corning Incorporated Common Stock (GLW) [ST] | not_reported | 146.0385253128393153767720486 | 20966.75 |
| Globus Medical, Inc. Class A Common Stock (GMED) [ST] | not_reported | 827.3914621893853438756710449 | 61797.87 |
| Raymond James Roth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 1434.037603569152326322498407 | 489623.46 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Garmin Ltd. Common Stock (GRMN) [ST] | not_reported | 39.44047325610056692137047079 | 11002.71 |
| Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 44.66379011672377254507867648 | 43621.78 |
| Gates Industrial Corporation plc Ordinary Shares (GTES) [ST] | not_reported | 676.0302449520359740350806542 | 17238.77 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Huntington Bancshares Incorporated (HBAN) [ST] | not_reported | 461.1239193083573487031700288 | 7723.83 |
| Houlihan Lokey, Inc. Class A Common Stock (HLI) [ST] | not_reported | 353.7858869008941122741616321 | 47311.79 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Hillman Solutions Corp. - Common Stock (HLMN) [ST] | not_reported | 923.8452655889145496535796767 | 6697.88 |
| Horace Mann Educators Corporation Common Stock (HMN) [ST] | not_reported | 839.0714213380387305272627541 | 41240.36 |
| Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | not_reported | 101.1569098495385004425338222 | 11172.78 |
| 150 Main Street Trust ⇒ Bank of America ⇒ The Hershey Company (HSY) [ST] | not_reported | 43.96362237608528409715353336 | 7492.28 |
| 150 Main Street Trust ⇒ Bank of America ⇒ ICU Medical, Inc. (ICUI) [ST] | not_reported | 227.8019205158757972944557370 | 35509.76 |
| IDACORP, Inc. Common Stock (IDA) [ST] | not_reported | 312.4780387091046807730400790 | 41459.59 |
| 150 Main Street Trust ⇒ Bank of America ⇒ IDEXX Laboratories, Inc. (IDXX) [ST] | not_reported | 11.82578747431747298715504117 | 6039.78 |
| 150 Main Street Trust ⇒ Bank of America ⇒ J.B. Hunt Transport Services, Inc. (JBHT) [ST] | not_reported | 385.9241535453329216836472162 | 105376.59 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Kroger Company (KR) [ST] | not_reported | 128.0489756722151088348271447 | 7971.05 |
| 150 Main Street Trust ⇒ Wells Fargo Advisors ⇒ LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests (LB) [ST] | not_reported | 3572.167789344764237599510104 | 311564.47 |
| Legence Corp. - Class A Common stock (LGN) [ST] | not_reported | 506.3646055381116384390786350 | 26852.52 |
| 150 Main Street Trust ⇒ Bank of America ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST] | not_reported | 27.25244405082263174030043942 | 6803.85 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Grand Canyon Education, Inc. (LOPE) [ST] | not_reported | 195.4212013709337983284228248 | 29983.47 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Lowe's Companies, Inc. (LOW) [ST] | not_reported | 33.17507049261900812738430917 | 6456.20 |
| 150 Main Street Trust ⇒ Bank of America ⇒ La-Z-Boy Incorporated Common Stock (LZB) [ST] | not_reported | 214.6632680440032197477864234 | 6508.59 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Marriott International - Class A (MAR) [ST] | not_reported | 25.78809953584321815368746777 | 8696.78 |
| 150 Main Street Trust ⇒ Bank of America ⇒ McDonald's Corporation (MCD) [ST] | not_reported | 106.3393645911723325589765403 | 26880.46 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST] | not_reported | 148.6253018762771688649451978 | 9229.63 |
| Magnolia Oil & Gas Corporation Class A Common Stock (MGY) [ST] | not_reported | 25.334227163084065467559047 | 723.29 |
| Moog Inc. Class A Common Stock (MOG.A) [ST] | not_reported | 80.62439532633772419438862841 | 28758.72 |
| Mesabi Trust Common Stock (MSB) [ST] | not_reported | 1477.967257844474761255115962 | 30357.45 |
| Strategy Inc - Class A Common Stock (MSTR) [ST] | not_reported | 1421.545984073533601539337664 | 184232.36 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Newmont Mining Corporation (NEM) [ST] | not_reported | 80.12518778167250876314471708 | 9950.75 |
| Cloudflare, Inc. Class A Common Stock (NET) [ST] | not_reported | 94.03954692019180921014147065 | 30772.56 |
| 150 Main Street Trust ⇒ Bank of America ⇒ NiSource Inc (NI) [ST] | not_reported | 191.5828544061302681992337165 | 7776.35 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | not_reported | 14.03079567177004963083776153 | 7453.86 |
| News Corporation - Class B Common Stock (NWS) [ST] | not_reported | 277.5060700659035726673603885 | 9374.16 |
| 150 Main Street Trust ⇒ Bank of America ⇒ OceanFirst Financial Corp. (OCFC) [ST] | not_reported | 445.7103064066852367688022284 | 8290.21 |
| Occidental Petroleum Corporation Common Stock (OXY) [ST] | not_reported | 172.9090123189971904041495569 | 10983.18 |
| Patrick Industries, Inc. - Common Stock (PATK) [ST] | not_reported | 364.8718966834663856591374335 | 25832.93 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | not_reported | 99.63262764632627646326276463 | 7016.13 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | not_reported | 194.7832529236441807098547290 | 33611.80 |
| Perella Weinberg Partners - Class A Common Stock (PWP) [ST] | not_reported | 1299.766956137724098087434173 | 17429.87 |
| 150 Main Street Trust ⇒ Bank of America ⇒ QUALCOMM Incorporated (QCOM) [ST] | not_reported | 46.77287342882198187664425607 | 8783.95 |
| Roblox Corporation Class A Common Stock (RBLX) [ST] | not_reported | 55.81739011090835206591938495 | 2804.27 |
| Regency Centers Corporation (REG) [ST] | not_reported | 114.7518646012621916236374068 | 8497.38 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Revolve Group, Inc. Class A (RVLV) [ST] | not_reported | 265.0049685326266975819807883 | 5488.25 |
| Revvity, Inc. Common Stock (RVTY) [ST] | not_reported | 2276.774851246481382363121637 | 319181.07 |
| Charles Schwab Corporation (SCHW) [ST] | not_reported | 1744.827648634620786233410405 | 188074.97 |
| Shake Shack, Inc. Class A Common Stock (SHAK) [ST] | not_reported | 207.2770514025940080180359007 | 12078.03 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Sherwin-Williams Company (SHW) [ST] | not_reported | 24.69061506650618769866987625 | 7980.50 |
| Schlumberger N.V. Common Stock (SLB) [ST] | not_reported | 242.0726172465960665658093797 | 13120.34 |
| Silgan Holdings Inc. (SLGN) [ST] | not_reported | 425.3219475846304370743605067 | 16332.36 |
| 150 Main Street Trust ⇒ Wells Fargo Advisors ⇒ Sphere Entertainment Co. Class A (SPHR) [ST] | not_reported | 3944.052376945729911653344552 | 568416.83 |
| SPX Technologies, Inc. Common Stock (SPXC) [ST] | not_reported | 125.4075516093088354286453460 | 22361.42 |
| SS&C Technologies Holdings, Inc. - Common Stock (SSNC) [ST] | not_reported | 1182.255218110353369895867600 | 96105.53 |
| Texas Capital Bancshares, Inc. - Common Stock (TCBI) [ST] | not_reported | 246.2585547603253198387638012 | 24076.70 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Teledyne Technologies Incorporated (TDY) [ST] | not_reported | 342.6477786697472245609226010 | 205078.12 |
| 150 Main Street Trust ⇒ Bank of America ⇒ TJX Companies, Inc. (TJX) [ST] | not_reported | 52.08319770848252066922726385 | 6489.57 |
| 150 Main Street Trust ⇒ Bank of America ⇒ TKO Group Holdings, Inc. Class A Common Stock (TKO) [ST] | not_reported | 38.27990430622009569377990431 | 7278.16 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Tractor Supply Company (TSCO) [ST] | not_reported | 159.9780043991201759648070386 | 5284.07 |
| The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | not_reported | 1026.528232171359535798375647 | 15397.92 |
| United Airlines Holdings, Inc. - Common Stock (UAL) [ST] | not_reported | 2.79157809544989525780487830 | 298.48 |
| 150 Main Street Trust ⇒ Bank of America ⇒ UMB Financial Corporation - Common Stock (UMBF) [ST] | not_reported | 282.5147774687065368567454798 | 38834.48 |
| U.S. Physical Therapy, Inc. Common Stock (USPH) [ST] | not_reported | 524.0308379545059235465915742 | 42839.52 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Utz Brands Inc Class A (UTZ) [ST] | not_reported | 770.7610789980732177263969171 | 10998.76 |
| Valero Energy Corporation Common Stock (VLO) [ST] | not_reported | 5.96554766060643097303380251 | 2368.56 |
| VeriSign, Inc. - Common Stock (VRSN) [ST] | not_reported | 35.75231984660990678257966826 | 10627.73 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST] | not_reported | 71.68806246691371095817893065 | 36892.83 |
| Wayfair Inc. Class A Common Stock (W) [ST] | not_reported | 697.0201931964945224681279116 | 72274.02 |
| Waters Corporation Common Stock (WAT) [ST] | not_reported | 224.5738164429941037625520560 | 93667.49 |
| Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | not_reported | 266.7922597593869106139843523 | 7478.19 |
| Workday, Inc. - Class A Common Stock (WDAY) [ST] | not_reported | 41.96763448474834107063236027 | 8001.97 |
| 150 Main Street Trust ⇒ Bank of America ⇒ WEC Energy Group, Inc. (WEC) [ST] | not_reported | 75.86288640242746064858714204 | 7852.57 |
| 150 Main Street Trust ⇒ Bank of America ⇒ WEX Inc. common stock (WEX) [ST] | not_reported | 503.4266344475768559538193046 | 100725.60 |
| W.R. Berkley Corporation Common Stock (WRB) [ST] | not_reported | 1301.102370727032052714867121 | 92742.58 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | not_reported | 24.34723067559342665855143031 | 7839.08 |
| Exxon Mobil Corporation Common Stock (XOM) [ST] | not_reported | 516.1153424164423654194453366 | 87388.65 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Block, Inc. Class A Common Stock, (XYZ) [ST] | not_reported | 122.9144261791365801198340759 | 9625.43 |
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
2218 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 |
|---|---|---|---|---|
| BXP — 150 Main Street Trust ⇒ Bank of America ⇒ BXP, Inc. Common Stock (BXP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Dec 19, 2025 | Sep 14, 2026 |
| CBOE — 150 Main Street Trust ⇒ Bank of America ⇒ Cboe Global Markets, Inc. (CBOE) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 696 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| CTRA — 150 Main Street Trust ⇒ Bank of America ⇒ Coterra Energy Inc. Common Stock (CTRA) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 697 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| CPB — 150 Main Street Trust ⇒ Bank of America ⇒ The Campbell's Company - Common Stock (CPB) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Dec 19, 2025 | Sep 14, 2026 |
| EXE — 150 Main Street Trust ⇒ Bank of America ⇒ Expand Energy Corporation - Common Stock (EXE) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Dec 19, 2025 | Sep 14, 2026 |
| COIN — 150 Main Street Trust ⇒ Bank of America ⇒ Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 700 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| CAG — 150 Main Street Trust ⇒ Bank of America ⇒ ConAgra Brands, Inc. Common Stock (CAG) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 701 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| CCI — 150 Main Street Trust ⇒ Bank of America ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 702 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| GPN — 150 Main Street Trust ⇒ Bank of America ⇒ Global Payments Inc. Common Stock (GPN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Dec 19, 2025 | Sep 14, 2026 |
| HAL — 150 Main Street Trust ⇒ Bank of America ⇒ Halliburton Company Common Stock (HAL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 704 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| LEN — 150 Main Street Trust ⇒ Bank of America ⇒ Lennar Corporation Class A Common Stock (LEN) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 705 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| LMT — 150 Main Street Trust ⇒ Bank of America ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 706 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| MCK — 150 Main Street Trust ⇒ Bank of America ⇒ McKesson Corporation Common Stock (MCK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Dec 19, 2025 | Sep 14, 2026 |
| MSFT — 150 Main Street Trust ⇒ Bank of America ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 708 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| NVDA — 150 Main Street Trust ⇒ Bank of America ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 709 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| ORCL — 150 Main Street Trust ⇒ Bank of America ⇒ Oracle Corporation Common Stock (ORCL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 710 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| PFE — 150 Main Street Trust ⇒ Bank of America ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 711 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| PSA — 150 Main Street Trust ⇒ Bank of America ⇒ Public Storage Common Stock (PSA) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 712 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| PWR — 150 Main Street Trust ⇒ Bank of America ⇒ Quanta Services, Inc. Common Stock (PWR) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 713 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| SBAC — 150 Main Street Trust ⇒ Bank of America ⇒ SBA Communications Corporation - Class A Common Stock (SBAC) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 714 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| VRSK — 150 Main Street Trust ⇒ Bank of America ⇒ Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 715 · Annual | Dec 19, 2025 | Sep 14, 2026 |
| ABT — Abbott Laboratories Common Stock (ABT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr | Dec 19, 2025 | Sep 11, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr | Dec 19, 2025 | Sep 11, 2026 |
| ARE — Real estate (see the original disclosure) | Not reported | Sale | Dec 19, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr | Dec 19, 2025 | Sep 11, 2026 |
| AMCR — Amcor plc Ordinary Shares (AMCR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr | Dec 19, 2025 | Sep 11, 2026 |
| APP — Applovin Corporation - Class A Common Stock (APP) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| AJG — Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| BKR — Baker Hughes Company - Common Stock (BKR) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| SQ — Block, Inc. Class A Common Stock, (SQ) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| BA — Boeing Company (BA) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| BKNG — Booking Holdings Inc. - Common Stock (BKNG) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| BMY — Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| BXP — BXP, Inc. Common Stock (BXP) [ST] | Not reported | Sale | Dec 19, 2025 | Sep 11, 2026 |
| CBOE — Cboe Global Markets, Inc. (CBOE) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 32 · Ptr | Dec 19, 2025 | Sep 11, 2026 |
| CLX — Clorox Company (CLX) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| COIN — Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 38 · Ptr | Dec 19, 2025 | Sep 11, 2026 |
| CAG — ConAgra Brands, Inc. Common Stock (CAG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 39 · Ptr | Dec 19, 2025 | Sep 11, 2026 |
| STZ — Constellation Brands, Inc. Common Stock (STZ) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| CTRA — Coterra Energy Inc. Common Stock (CTRA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Ptr | Dec 19, 2025 | Sep 11, 2026 |
| CCI — Crown Castle Inc. Common Stock (CCI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Ptr | Dec 19, 2025 | Sep 11, 2026 |
| DASH — DoorDash, Inc. - Common Stock (DASH) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| ERIE — Erie Indemnity Company - Class A Common Stock (ERIE) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| EXE — Expand Energy Corporation - Common Stock (EXE) [ST] | Not reported | Sale | Dec 19, 2025 | Sep 11, 2026 |
| FICO — Fair Isaac Corporation Common Stock (FICO) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| FIS — Fidelity National Information Services, Inc. Common Stock (FIS) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| FISV — Fiserv, Inc. - Common Stock (FISV) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| GEV — GE Vernova Inc. Common Stock (GEV) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
| GIS — General Mills, Inc. Common Stock (GIS) [ST] | Not reported | Purchase | Dec 19, 2025 | Sep 11, 2026 |
All disclosures
28 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.