Cleo Fields

Estimate as of Oct 26, 2026

Democrat · House LA06

Wikipedia biography ↗Years Elected: About 5.8Rank: #53

Service dates

Federal elected service; earlier service not yet verified.

Jan 5, 1993 – Jan 3, 1995
Jan 4, 1995 – Jan 3, 1997
Jan 3, 2025 – Nov 2, 2026

Estimated public-equity portfolio performance

1 year

15.76%

Cumulative estimated return

SPY: 13.01%
Outperformance: 2.75 percentage points

2025-10-24 – 2026-10-26

Missing information

10 rows without a saved price.
7 sales exceeding observed holdings (unmatched amount omitted).
208 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

57.53%

Cumulative estimated return

SPY: 36.68%
Outperformance: 20.85 percentage points

2024-07-12 – 2026-10-26

Missing information

10 rows without a saved price.
7 sales exceeding observed holdings (unmatched amount omitted).
Available investment history starts 2024-07-12.
208 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

57.53%

Cumulative estimated return

SPY: 36.68%
Outperformance: 20.85 percentage points

2024-07-12 – 2026-10-26

Missing information

10 rows without a saved price.
7 sales exceeding observed holdings (unmatched amount omitted).
Available investment history starts 2024-07-12.
208 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 167 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.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
AMZN	Not reported	$500,001 - $1,000,000	Unavailable	Unavailable	$245.63Nov 2, 2026	Unavailable
AAPL	Not reported	$250,001 - $500,000	Unavailable	Unavailable	$338.32Nov 2, 2026	Unavailable
MSFT	Not reported	$500,001 - $1,000,000	Unavailable	Unavailable	$507.12Nov 2, 2026	Unavailable
NFLX	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$62.34Nov 2, 2026	Unavailable
NVDA	Not reported	$1,000,001 - $5,000,000	Unavailable	Unavailable	$202.06Nov 2, 2026	Unavailable
PLTR	Not reported	$100,001 - $250,000	Unavailable	Unavailable	$178.34Nov 2, 2026	Unavailable
AAPL	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$338.32Nov 2, 2026	Unavailable
MSFT	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$507.12Nov 2, 2026	Unavailable
NFLX	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$62.34Nov 2, 2026	Unavailable
NVDA	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$202.06Nov 2, 2026	Unavailable
AMD	Not reported	$100,001 - $250,000	Unavailable	Unavailable	$466.84Nov 2, 2026	Unavailable
GOOGL	Not reported	$500,001 - $1,000,000	Unavailable	Unavailable	$278.99Nov 2, 2026	Unavailable
GOOG	Not reported	$1,000,001 - $5,000,000	Unavailable	Unavailable	$278.04Nov 2, 2026	Unavailable
AMZN	Not reported	$1,000,001 - $5,000,000	Unavailable	Unavailable	$245.63Nov 2, 2026	Unavailable
AAPL	Not reported	$1,000,001 - $5,000,000	Unavailable	Unavailable	$338.32Nov 2, 2026	Unavailable
ARM	Not reported	None	Unavailable	Unavailable	$196.79Nov 2, 2026	Unavailable
T	Not reported	None	Unavailable	Unavailable	$21.44Nov 2, 2026	Unavailable
BMNR	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
AVGO	Not reported	$100,001 - $250,000	Unavailable	Unavailable	$322.23Nov 2, 2026	Unavailable
CLS	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$249.22Nov 2, 2026	Unavailable
CSCO	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$101.61Nov 2, 2026	Unavailable
CRWV	Not reported	None	Unavailable	Unavailable	$50.15Nov 2, 2026	Unavailable
INTC	Not reported	None	Unavailable	Unavailable	$59.97Nov 2, 2026	Unavailable
IREN	Not reported	None	Unavailable	Unavailable	$22.02Nov 2, 2026	Unavailable
JPM	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$340.58Nov 2, 2026	Unavailable
MCD	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$265.64Nov 2, 2026	Unavailable
META	Not reported	$500,001 - $1,000,000	Unavailable	Unavailable	$606.73Nov 2, 2026	Unavailable
MSFT	Not reported	$500,001 - $1,000,000	Unavailable	Unavailable	$507.12Nov 2, 2026	Unavailable
NFLX	Not reported	$250,001 - $500,000	Unavailable	Unavailable	$62.34Nov 2, 2026	Unavailable
NVDA	Not reported	$5,000,001 - $25,000,000	Unavailable	Unavailable	$202.06Nov 2, 2026	Unavailable
OPEN	Not reported	None	Unavailable	Unavailable	$1.80Nov 2, 2026	Unavailable
ORCL	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$119.22Nov 2, 2026	Unavailable
PLTR	Not reported	$250,001 - $500,000	Unavailable	Unavailable	$178.34Nov 2, 2026	Unavailable
QCOM	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$162.08Nov 2, 2026	Unavailable
HOOD	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$83.84Nov 2, 2026	Unavailable
SOUN	Not reported	None	Unavailable	Unavailable	$4.09Nov 2, 2026	Unavailable
TSM	Not reported	$1,000,001 - $5,000,000	Unavailable	Unavailable	$398.63Nov 2, 2026	Unavailable
UBER	Not reported	None	Unavailable	Unavailable	$66.71Nov 2, 2026	Unavailable
AMZN	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$245.63Nov 2, 2026	Unavailable
AAPL	Not reported	$1 - $1,000	Unavailable	Unavailable	$338.32Nov 2, 2026	Unavailable
CMG	Not reported	None	Unavailable	Unavailable	$32.91Nov 2, 2026	Unavailable
MSFT	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$507.12Nov 2, 2026	Unavailable
NVDA	Not reported	$1,000,001 - $5,000,000	Unavailable	Unavailable	$202.06Nov 2, 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 Oct 26, 2026

Asset	Owner	Estimated units	Estimated value
Apple Inc. - Common Stock (AAPL) [ST]	not_reported	12801.10726815225875991627584	4402428.80
Advanced Micro Devices, Inc. (AMD) [ST]	not_reported	1126.927006751454692308146871	598713.78
Morgan Stanley - E*TRADE IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	not_reported	16571.36080062386275019495710	4127760.26
Morgan Stanley - E*TRADE #2 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	not_reported	505.6356544351343542328806703	166440.09
Morgan Stanley - E*TRADE #2 ⇒ Celestica, Inc. Common Stock (CLS) [ST]	not_reported	109.9438449308210141740807145	27117.65
Morgan Stanley - E*TRADE #2 ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST]	not_reported	973.6531221601973257172530183	107335.52
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	not_reported	10198.70250536888503593889538	3204330.34
Alphabet Inc. - Class A Common Stock (GOOGL) [ST]	not_reported	2911.314474439436832186220102	922304.43
Morgan Stanley - E*TRADE #2 ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST]	not_reported	287.3607427055702917771883289	26678.57
IREN Limited - Ordinary Shares (IREN) [ST]	not_reported	1382.242904533726502027276078	35150.44
Morgan Stanley - E*TRADE #2 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	not_reported	100.8643163056296939978896406	33692.72
Lam Research Corporation - Common Stock (LRCX) [ST]	not_reported	141.2451108213820078226857888	33545.71
Morgan Stanley - E*TRADE #2 ⇒ McDonald's Corporation Common Stock (MCD) [ST]	not_reported	245.3963943330170467558812944	61552.78
Meta Platforms, Inc. - Class A Common Stock (META) [ST]	not_reported	1513.358382581976904921296901	954263.26
Microsoft Corporation - Common Stock (MSFT) [ST]	not_reported	3386.538300755450503098738706	1803670.30
Micron Technology, Inc. - Common Stock (MU) [ST]	not_reported	417.2241560175472057982071333	377045.47
Netflix, Inc. - Common Stock (NFLX) [ST]	not_reported	5843.942177510464276149051635	373427.91
NVIDIA Corporation - Common Stock (NVDA) [ST]	not_reported	113003.4389471116072564830639	24408742.81
Morgan Stanley - E*TRADE #2 ⇒ Oracle Corporation Common Stock (ORCL) [ST]	not_reported	384.7955466625622081986557899	48507.33
Morgan Stanley - E*TRADE #2 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]	not_reported	3094.239099859353023909985935	615258.50
Morgan Stanley - E*TRADE #2 ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST]	not_reported	190.0058462437883659748611517	34125.05
Quantinuum Inc. - Class A Common Stock (QNT) [ST]	not_reported	132.5024842663133487909903942	4972.82
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	not_reported	9955.121337293383756903959147	4224654.84

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. 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.

All trades

317 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.

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	Purchase Source rows (2) $115,002–$300,000 Original ↗ · Row 26 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 27 · Ptr not_reported · P · $15,001 - $50,000	Aug 15, 2025	Sep 11, 2026
TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	Not reported	Purchase Source rows (2) $30,002–$100,000 Original ↗ · Row 37 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 38 · Ptr not_reported · P · $15,001 - $50,000	Aug 15, 2025	Sep 11, 2026
AAPL — Morgan Stanley - E*TRADE #2 ⇒ Apple Inc. - Common Stock (AAPL) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 162 · Annual not_reported · P · $1,001 - $15,000	Aug 14, 2025	Sep 14, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr not_reported · P · $1,001 - $15,000	Aug 14, 2025	Sep 11, 2026
TSM — Morgan Stanley - E*TRADE #2 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (3) $301,003–$615,000 Original ↗ · Row 153 · Annual not_reported · P · $250,001 - $500,000 Original ↗ · Row 158 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 161 · Annual not_reported · P · $1,001 - $15,000	Aug 13, 2025	Sep 14, 2026
META — Morgan Stanley - E*TRADE #2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $100,001 - $250,000 Original ↗ · Row 154 · Annual not_reported · P · $100,001 - $250,000	Aug 13, 2025	Sep 14, 2026
NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (3) $300,003–$750,000 Original ↗ · Row 155 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 156 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 157 · Annual not_reported · P · $100,001 - $250,000	Aug 13, 2025	Sep 14, 2026
AVGO — Morgan Stanley - E*TRADE #2 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 159 · Annual not_reported · P · $50,001 - $100,000	Aug 13, 2025	Sep 14, 2026
PLTR — Morgan Stanley - E*TRADE #2 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 160 · Annual not_reported · P · $50,001 - $100,000	Aug 13, 2025	Sep 14, 2026
AVGO — Broadcom Inc. - Common Stock (AVGO) [ST]	Not reported	Purchase Source rows (1) $50,001 - $100,000 Original ↗ · Row 9 · Ptr not_reported · P · $50,001 - $100,000	Aug 13, 2025	Sep 11, 2026
META — Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Not reported	Purchase Source rows (1) $100,001 - $250,000 Original ↗ · Row 16 · Ptr not_reported · P · $100,001 - $250,000	Aug 13, 2025	Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	Purchase Source rows (3) $300,003–$750,000 Original ↗ · Row 23 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 24 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 25 · Ptr not_reported · P · $100,001 - $250,000	Aug 13, 2025	Sep 11, 2026
PLTR — Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]	Not reported	Purchase Source rows (1) $50,001 - $100,000 Original ↗ · Row 31 · Ptr not_reported · P · $50,001 - $100,000	Aug 13, 2025	Sep 11, 2026
TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	Not reported	Purchase Source rows (3) $301,003–$615,000 Original ↗ · Row 32 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 33 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 35 · Ptr not_reported · P · $250,001 - $500,000	Aug 13, 2025	Sep 11, 2026
NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 152 · Annual not_reported · P · $50,001 - $100,000	Aug 6, 2025	Sep 14, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	Purchase Source rows (1) $50,001 - $100,000 Original ↗ · Row 20 · Ptr not_reported · P · $50,001 - $100,000	Aug 6, 2025	Sep 11, 2026
GOOG — Morgan Stanley - E*TRADE #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $100,001 - $250,000 Original ↗ · Row 137 · Annual not_reported · P · $100,001 - $250,000	Aug 1, 2025	Sep 14, 2026
NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $150,002–$350,000 Original ↗ · Row 138 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 145 · Annual not_reported · P · $50,001 - $100,000	Aug 1, 2025	Sep 14, 2026
MSFT — Morgan Stanley - E*TRADE #2 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (3) $250,003–$600,000 Original ↗ · Row 139 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 142 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 146 · Annual not_reported · P · $50,001 - $100,000	Aug 1, 2025	Sep 14, 2026
META — Morgan Stanley - E*TRADE #2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $200,002–$500,000 Original ↗ · Row 140 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 141 · Annual not_reported · P · $100,001 - $250,000	Aug 1, 2025	Sep 14, 2026
TSM — Morgan Stanley - E*TRADE #2 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $101,002–$265,000 Original ↗ · Row 143 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 150 · Annual not_reported · P · $1,001 - $15,000	Aug 1, 2025	Sep 14, 2026
AMZN — Morgan Stanley - E*TRADE #2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $100,001 - $250,000 Original ↗ · Row 144 · Annual not_reported · P · $100,001 - $250,000	Aug 1, 2025	Sep 14, 2026
AAPL — Morgan Stanley - E*TRADE #2 ⇒ Apple Inc. - Common Stock (AAPL) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 148 · Annual not_reported · P · $15,001 - $50,000	Aug 1, 2025	Sep 14, 2026
AMD — Morgan Stanley - E*TRADE #2 ⇒ Advanced Micro Devices, Inc. (AMD) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 149 · Annual not_reported · P · $15,001 - $50,000	Aug 1, 2025	Sep 14, 2026
AMD — Advanced Micro Devices, Inc. (AMD) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · P · $15,001 - $50,000	Aug 1, 2025	Sep 11, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Not reported	Purchase Source rows (1) $100,001 - $250,000 Original ↗ · Row 3 · Ptr not_reported · P · $100,001 - $250,000	Aug 1, 2025	Sep 11, 2026
AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST]	Not reported	Purchase Source rows (1) $100,001 - $250,000 Original ↗ · Row 4 · Ptr not_reported · P · $100,001 - $250,000	Aug 1, 2025	Sep 11, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 8 · Ptr not_reported · P · $15,001 - $50,000	Aug 1, 2025	Sep 11, 2026
META — Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Not reported	Purchase Source rows (2) $200,002–$500,000 Original ↗ · Row 14 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 15 · Ptr not_reported · P · $100,001 - $250,000	Aug 1, 2025	Sep 11, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]	Not reported	Purchase Source rows (3) $250,003–$600,000 Original ↗ · Row 17 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 18 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 19 · Ptr not_reported · P · $50,001 - $100,000	Aug 1, 2025	Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	Purchase Source rows (2) $150,002–$350,000 Original ↗ · Row 21 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 22 · Ptr not_reported · P · $100,001 - $250,000	Aug 1, 2025	Sep 11, 2026
TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	Not reported	Purchase Source rows (2) $101,002–$265,000 Original ↗ · Row 34 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 36 · Ptr not_reported · P · $1,001 - $15,000	Aug 1, 2025	Sep 11, 2026
GOOG — Morgan Stanley - E*TRADE #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $100,001 - $250,000 Original ↗ · Row 31 · Annual not_reported · P · $100,001 - $250,000	Jul 30, 2025	Sep 14, 2026
AMD — Morgan Stanley - E*TRADE #2 ⇒ Advanced Micro Devices, Inc. (AMD) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 32 · Annual not_reported · P · $15,001 - $50,000	Jul 30, 2025	Sep 14, 2026
AMD — Advanced Micro Devices, Inc. (AMD) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · P · $15,001 - $50,000	Jul 30, 2025	Sep 11, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Not reported	Purchase Source rows (1) $100,001 - $250,000 Original ↗ · Row 2 · Ptr not_reported · P · $100,001 - $250,000	Jul 30, 2025	Sep 11, 2026
AMZN — Morgan Stanley - E*TRADE #2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $100,001 - $250,000 Original ↗ · Row 33 · Annual not_reported · P · $100,001 - $250,000	Jul 29, 2025	Sep 14, 2026
NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $300,002–$600,000 Original ↗ · Row 34 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 35 · Annual not_reported · P · $250,001 - $500,000	Jul 29, 2025	Sep 14, 2026
META — Morgan Stanley - E*TRADE #2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (3) $150,003–$300,000 Original ↗ · Row 36 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 39 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 40 · Annual not_reported · P · $50,001 - $100,000	Jul 29, 2025	Sep 14, 2026
AAPL — Morgan Stanley - E*TRADE #2 ⇒ Apple Inc. - Common Stock (AAPL) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $100,001 - $250,000 Original ↗ · Row 37 · Annual not_reported · P · $100,001 - $250,000	Jul 29, 2025	Sep 14, 2026
MCD — Morgan Stanley - E*TRADE #2 ⇒ McDonald's Corporation Common Stock (MCD) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 38 · Annual not_reported · P · $15,001 - $50,000	Jul 29, 2025	Sep 14, 2026
AVGO — Morgan Stanley - E*TRADE #2 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 41 · Annual not_reported · P · $15,001 - $50,000	Jul 29, 2025	Sep 14, 2026
MSFT — Morgan Stanley - E*TRADE #2 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $150,002–$350,000 Original ↗ · Row 42 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 45 · Annual not_reported · P · $50,001 - $100,000	Jul 29, 2025	Sep 14, 2026
GOOG — Morgan Stanley - E*TRADE #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $100,002–$200,000 Original ↗ · Row 43 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 44 · Annual not_reported · P · $50,001 - $100,000	Jul 29, 2025	Sep 14, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Not reported	Purchase Source rows (2) $100,002–$200,000 Original ↗ · Row 3 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 4 · Ptr not_reported · P · $50,001 - $100,000	Jul 29, 2025	Sep 11, 2026
AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST]	Not reported	Purchase Source rows (1) $100,001 - $250,000 Original ↗ · Row 9 · Ptr not_reported · P · $100,001 - $250,000	Jul 29, 2025	Sep 11, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]	Not reported	Purchase Source rows (1) $100,001 - $250,000 Original ↗ · Row 10 · Ptr not_reported · P · $100,001 - $250,000	Jul 29, 2025	Sep 11, 2026
AVGO — Broadcom Inc. - Common Stock (AVGO) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 19 · Ptr not_reported · P · $15,001 - $50,000	Jul 29, 2025	Sep 11, 2026
MCD — McDonald's Corporation Common Stock (MCD) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 21 · Ptr not_reported · P · $15,001 - $50,000	Jul 29, 2025	Sep 11, 2026
META — Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Not reported	Purchase Source rows (3) $150,003–$300,000 Original ↗ · Row 22 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 23 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 24 · Ptr not_reported · P · $50,001 - $100,000	Jul 29, 2025	Sep 11, 2026

All disclosures

30 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

Filed	Report	Holdings date	Availability
Oct 22, 2026	Cleo Fields — PTR filed 2026-10-22 Ptr	Not established	Parsed
Oct 1, 2026	Cleo Fields — PTR filed 2026-10-01 Ptr	Not established	Parsed
Sep 2, 2026	Cleo Fields — PTR filed 2026-09-02 Ptr	Not established	Parsed
Jul 30, 2026	Cleo Fields — PTR filed 2026-07-30 Ptr	Not established	Parsed
Jul 16, 2026	Cleo Fields — PTR filed 2026-07-16 Ptr	Not established	Parsed
Jun 26, 2026	Cleo Fields — PTR filed 2026-06-26 Ptr	Not established	Parsed
Jun 3, 2026	Cleo Fields — PTR filed 2026-06-03 Ptr	Not established	Parsed
May 15, 2026	Cleo Fields — Financial disclosure (A) filed 2026-05-15 Financial	Not established	Needs review
May 15, 2026	Cleo Fields — Financial disclosure (A) filed 2026-05-15 Financial	Not established	Needs review
May 14, 2026	Cleo Fields — Annual report filed 2026-05-14 Annual	Dec 31, 2025	Needs review
Apr 20, 2026	Cleo Fields — PTR filed 2026-04-20 Ptr	Not established	Parsed
Apr 7, 2026	Cleo Fields — PTR filed 2026-04-07 Ptr	Not established	Parsed
Mar 17, 2026	Cleo Fields — PTR filed 2026-03-17 Ptr	Not established	Parsed
Feb 24, 2026	Cleo Fields — PTR filed 2026-02-24 Ptr	Not established	Parsed
Feb 3, 2026	Cleo Fields — PTR filed 2026-02-03 Ptr	Not established	Parsed
Jan 16, 2026	Cleo Fields — PTR filed 2026-01-16 Ptr	Not established	Parsed
Dec 17, 2025	Cleo Fields — PTR filed 2025-12-17 Ptr	Not established	Parsed
Dec 10, 2025	Cleo Fields — PTR filed 2025-12-10 Ptr	Not established	Parsed
Nov 19, 2025	Cleo Fields — PTR filed 2025-11-19 Ptr	Not established	Parsed
Nov 12, 2025	Cleo Fields — PTR filed 2025-11-12 Ptr	Not established	Parsed
Oct 30, 2025	Cleo Fields — PTR filed 2025-10-30 Ptr	Not established	Parsed
Sep 30, 2025	Cleo Fields — PTR filed 2025-09-30 Ptr	Not established	Parsed
Sep 3, 2025	Cleo Fields — PTR filed 2025-09-03 Ptr	Not established	Parsed
Aug 6, 2025	Cleo Fields — PTR filed 2025-08-06 Ptr	Not established	Parsed
Jul 1, 2025	Cleo Fields — PTR filed 2025-07-01 Ptr	Not established	Parsed
May 15, 2025	Cleo Fields — Financial disclosure (H) filed 2025-05-15 Financial	Not established	Needs review
May 15, 2025	Cleo Fields — Financial disclosure (A) filed 2025-05-15 Financial	Not established	Needs review
Mar 14, 2025	Cleo Fields — PTR filed 2025-03-14 Ptr	Not established	Parsed
Aug 13, 2024	Cleo Fields — Financial disclosure (C) filed 2024-08-13 Financial	Jul 14, 2024	Parsed
May 17, 2024	Cleo Fields — Financial disclosure (X) filed 2024-05-17 Financial	Not established	Parsed