Democrat · House CA31
Wikipedia biography ↗Years Elected: About 3.7Rank: #49
Federal elected service; earlier service not yet verified.
13.35%
Cumulative estimated return
SPY: 14.60%
Outperformance: -1.25 percentage points
2025-09-15 – 2026-09-15
47.25%
Cumulative estimated return
SPY: 28.67%
Outperformance: 18.58 percentage points
2025-01-07 – 2026-09-15
47.25%
Cumulative estimated return
SPY: 28.67%
Outperformance: 18.58 percentage points
2025-01-07 – 2026-09-15
As of Sep 15, 2026. 1434 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 |
|---|---|---|---|---|---|---|
| DCO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $171.52Sep 16, 2026 | Unavailable |
| DUK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DD | Not reported | None | Unavailable | Unavailable | $127.57Sep 16, 2026 | Unavailable |
| DXC | Not reported | None | Unavailable | Unavailable | $11.58Sep 16, 2026 | Unavailable |
| ETN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $397.80Sep 16, 2026 | Unavailable |
| EBAY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $109.17Sep 16, 2026 | Unavailable |
| ECL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $274.08Sep 16, 2026 | Unavailable |
| EW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $89.28Sep 16, 2026 | Unavailable |
| EA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ELV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $412.56Sep 16, 2026 | Unavailable |
| LLY | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $1137.82Sep 16, 2026 | Unavailable |
| EMR | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $145.83Sep 16, 2026 | Unavailable |
| EPAC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $35.84Sep 16, 2026 | Unavailable |
| ENGQF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ENPH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $35.56Sep 16, 2026 | Unavailable |
| ETR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| EOG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $144.93Sep 16, 2026 | Unavailable |
| EFX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $163.80Sep 16, 2026 | Unavailable |
| EQIX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1016.16Sep 16, 2026 | Unavailable |
| ERIE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $245.58Sep 16, 2026 | Unavailable |
| ESS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $271.34Sep 16, 2026 | Unavailable |
| EG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| EVRG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $80.39Sep 16, 2026 | Unavailable |
| EXC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| EXPD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $189.04Sep 16, 2026 | Unavailable |
| EXR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $136.43Sep 16, 2026 | Unavailable |
| XOM | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $163.32Sep 16, 2026 | Unavailable |
| FFIV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $423.59Sep 16, 2026 | Unavailable |
| FICO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $991.35Sep 16, 2026 | Unavailable |
| FAST | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $49.03Sep 16, 2026 | Unavailable |
| FERG | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $214.35Sep 16, 2026 | Unavailable |
| FIS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $36.85Sep 16, 2026 | Unavailable |
| FITB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| FWRG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $10.43Sep 16, 2026 | Unavailable |
| FE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $45.38Sep 16, 2026 | Unavailable |
| FISV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $49.45Sep 16, 2026 | Unavailable |
| FLEX | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $107.90Sep 16, 2026 | Unavailable |
| F | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $13.35Sep 16, 2026 | Unavailable |
| FTV | Not reported | None | Unavailable | Unavailable | $55.30Sep 16, 2026 | Unavailable |
| FCX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $69.24Sep 16, 2026 | Unavailable |
| GRMN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $276.93Sep 16, 2026 | Unavailable |
| IT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $191.57Sep 16, 2026 | Unavailable |
| GTES | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GE | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GEHC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $63.49Sep 16, 2026 | Unavailable |
| GEV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $925.09Sep 16, 2026 | Unavailable |
| GIS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $36.81Sep 16, 2026 | Unavailable |
| GM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $84.29Sep 16, 2026 | Unavailable |
| GIL | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GILD | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | 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 |
|---|---|---|---|
| 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 |
| Bloom Energy Corporation Class A Common Stock (BE) [ST] | not_reported | 144.9301223528752352787115413 | 37587.63 |
| 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 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Cimpress PLC - Ordinary Shares (CMPR) [ST] | not_reported | 488.0687790959603544075687040 | 40704.94 |
| The Vita Coco Company, Inc. - Common Stock (COCO) [ST] | not_reported | 872.9820211130239800285813640 | 48694.94 |
| Compass, Inc. Class A Common Stock (COMP) [ST] | not_reported | 656.8555008210180623973727422 | 6805.02 |
| 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 |
| The Descartes Systems Group Inc. - Common Stock (DSGX) [ST] | not_reported | 364.9921030447881885310342565 | 29119.07 |
| 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 ⇒ Entergy Corporation (ETR) [ST] | not_reported | 86.55739478524288650870929352 | 8908.49 |
| 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 |
| 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 |
| 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 |
| 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 |
| Lennar Corporation Class A Common Stock (LEN) [ST] | not_reported | 10.73572873585721394252339117 | 859.61 |
| 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 ⇒ Wells Fargo Advisors ⇒ Marathon Digital Holdings, Inc. - Common Stock (MARA) [ST] | not_reported | 890.9242761692650334075723831 | 10013.99 |
| 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 |
| 150 Main Street Trust ⇒ Wells Fargo Advisors ⇒ Madison Square Garden Entertainment Corp. Class A (MSGE) [ST] | not_reported | 603.0896270179996288736314715 | 48783.92 |
| 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 |
| 150 Main Street Trust ⇒ Bank of America ⇒ Oxford Industries, Inc. (OXM) [ST] | not_reported | 233.9327485380116959064327485 | 6938.45 |
| Occidental Petroleum Corporation Common Stock (OXY) [ST] | not_reported | 172.9090123189971904041495569 | 10983.18 |
| 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 |
| 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 ⇒ TFI International Inc. Common Shares (TFII) [ST] | not_reported | 314.4702467343976777939042090 | 41915.74 |
| 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 |
| 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 |
| 150 Main Street Trust ⇒ Wells Fargo Advisors ⇒ WaterBridge Infrastructure LLC Class A Shares Representing Limited Liability Company Interests (WBI) [ST] | not_reported | 8745.652173913043478260869565 | 275488.04 |
| 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 |
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. | ||||||
2218 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 |
|---|---|---|---|---|
| FWONK — 150 Main Street Trust ⇒ Bank of America ⇒ Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 384 · Annual | Jun 26, 2025 | Sep 14, 2026 |
| BSX — Boston Scientific Corporation Common Stock (BSX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr | Jun 26, 2025 | Sep 11, 2026 |
| FWONK — Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr | Jun 26, 2025 | Sep 11, 2026 |
| WTW — Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Ptr | Jun 26, 2025 | Sep 11, 2026 |
| NXPI — 150 Main Street Trust ⇒ Bank of America ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 25, 2025 | Sep 14, 2026 |
| CSGP — 150 Main Street Trust ⇒ Bank of America ⇒ CoStar Group, Inc. - Common Stock (CSGP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 25, 2025 | Sep 14, 2026 |
| NEE — 150 Main Street Trust ⇒ Bank of America ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 381 · Annual | Jun 25, 2025 | Sep 14, 2026 |
| CSGP — CoStar Group, Inc. - Common Stock (CSGP) [ST] | Not reported | Purchase | Jun 25, 2025 | Sep 11, 2026 |
| NEE — NextEra Energy, Inc. Common Stock (NEE) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr | Jun 25, 2025 | Sep 11, 2026 |
| NXPI — NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Not reported | Purchase | Jun 25, 2025 | Sep 11, 2026 |
| SBCF — 150 Main Street Trust ⇒ Bank of America ⇒ Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| SKY — 150 Main Street Trust ⇒ Bank of America ⇒ Champion Homes, Inc. Common Stock (SKY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| VCYT — 150 Main Street Trust ⇒ Bank of America ⇒ Veracyte, Inc. - Common Stock (VCYT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| BOOT — 150 Main Street Trust ⇒ Bank of America ⇒ Boot Barn Holdings, Inc. Common Stock (BOOT) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 376 · Annual | Jun 16, 2025 | Sep 14, 2026 |
| GTLS — 150 Main Street Trust ⇒ Bank of America ⇒ Chart Industries, Inc. (GTLS) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 377 · Annual | Jun 16, 2025 | Sep 14, 2026 |
| HQY — 150 Main Street Trust ⇒ Bank of America ⇒ HealthEquity, Inc. - Common Stock (HQY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 378 · Annual | Jun 16, 2025 | Sep 14, 2026 |
| PPBI — 150 Main Street Trust ⇒ Bank of America ⇒ Pacific Premier Bancorp Inc - Common Stock (PPBI) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 379 · Annual | Jun 16, 2025 | Sep 14, 2026 |
| RBC — 150 Main Street Trust ⇒ Bank of America ⇒ RBC Bearings Incorporated Common Stock (RBC) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 380 · Annual | Jun 16, 2025 | Sep 14, 2026 |
| BOOT — Boot Barn Holdings, Inc. Common Stock (BOOT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Jun 16, 2025 | Sep 11, 2026 |
| SKY — Champion Homes, Inc. Common Stock (SKY) [ST] | Not reported | Purchase | Jun 16, 2025 | Sep 11, 2026 |
| GTLS — Chart Industries, Inc. (GTLS) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr | Jun 16, 2025 | Sep 11, 2026 |
| HQY — HealthEquity, Inc. - Common Stock (HQY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr | Jun 16, 2025 | Sep 11, 2026 |
| PPBI — Pacific Premier Bancorp Inc - Common Stock (PPBI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr | Jun 16, 2025 | Sep 11, 2026 |
| RBC — RBC Bearings Incorporated Common Stock (RBC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr | Jun 16, 2025 | Sep 11, 2026 |
| SBCF — Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST] | Not reported | Purchase | Jun 16, 2025 | Sep 11, 2026 |
| VCYT — Veracyte, Inc. - Common Stock (VCYT) [ST] | Not reported | Purchase | Jun 16, 2025 | Sep 11, 2026 |
| DAY — 150 Main Street Trust ⇒ Bank of America ⇒ Dayforce, Inc. Common Stock (DAY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| PTC — 150 Main Street Trust ⇒ Bank of America ⇒ PTC Inc. - Common Stock (PTC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| RVTY — 150 Main Street Trust ⇒ Bank of America ⇒ Revvity, Inc. Common Stock (RVTY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| CDRE — 150 Main Street Trust ⇒ Bank of America ⇒ Cadre Holdings, Inc. Common Stock (CDRE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 11, 2025 | Sep 14, 2026 |
| BSX — 150 Main Street Trust ⇒ Bank of America ⇒ Boston Scientific Corporation Common Stock (BSX) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 374 · Annual | Jun 11, 2025 | Sep 14, 2026 |
| GDDY — 150 Main Street Trust ⇒ Bank of America ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 375 · Annual | Jun 11, 2025 | Sep 14, 2026 |
| BSX — Boston Scientific Corporation Common Stock (BSX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Jun 11, 2025 | Sep 11, 2026 |
| CDRE — Cadre Holdings, Inc. Common Stock (CDRE) [ST] | Not reported | Purchase | Jun 11, 2025 | Sep 11, 2026 |
| DAY — Dayforce, Inc. Common Stock (DAY) [ST] | Not reported | Purchase | Jun 11, 2025 | Sep 11, 2026 |
| GDDY — GoDaddy Inc. Class A Common Stock (GDDY) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr | Jun 11, 2025 | Sep 11, 2026 |
| PTC — PTC Inc. - Common Stock (PTC) [ST] | Not reported | Purchase | Jun 11, 2025 | Sep 11, 2026 |
| RVTY — Revvity, Inc. Common Stock (RVTY) [ST] | Not reported | Purchase | Jun 11, 2025 | Sep 11, 2026 |
| BA — 150 Main Street Trust ⇒ Bank of America ⇒ Boeing Company (BA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 30, 2025 | Sep 14, 2026 |
| JNJ — 150 Main Street Trust ⇒ Bank of America ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 30, 2025 | Sep 14, 2026 |
| KMI — 150 Main Street Trust ⇒ Bank of America ⇒ Kinder Morgan, Inc. Common Stock (KMI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 30, 2025 | Sep 14, 2026 |
| LHX — 150 Main Street Trust ⇒ Bank of America ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 30, 2025 | Sep 14, 2026 |
| LEN — 150 Main Street Trust ⇒ Bank of America ⇒ Lennar Corporation Class A Common Stock (LEN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 30, 2025 | Sep 14, 2026 |
| NOC — 150 Main Street Trust ⇒ Bank of America ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 30, 2025 | Sep 14, 2026 |
| PFE — 150 Main Street Trust ⇒ Bank of America ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 30, 2025 | Sep 14, 2026 |
| SLB — 150 Main Street Trust ⇒ Bank of America ⇒ Schlumberger N.V. Common Stock (SLB) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 30, 2025 | Sep 14, 2026 |
| UNH — 150 Main Street Trust ⇒ Bank of America ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 30, 2025 | Sep 14, 2026 |
| YUM — 150 Main Street Trust ⇒ Bank of America ⇒ Yum! Brands, Inc. (YUM) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 283 · Annual | May 30, 2025 | Sep 14, 2026 |
| ELV — 150 Main Street Trust ⇒ Bank of America ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | May 30, 2025 | Sep 14, 2026 |
| CNC — 150 Main Street Trust ⇒ Bank of America ⇒ Centene Corporation Common Stock (CNC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | May 30, 2025 | Sep 14, 2026 |
28 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.