1 year
-1.49%
Cumulative estimated return
SPY: 14.60%
Outperformance: -16.09 percentage points
2025-09-15 – 2026-09-15
Missing information
- 34 sales exceeding observed holdings (unmatched amount omitted).
- 3 rows without a saved price.
Kelly Louise Morrison
Updated Sep 14, 2026Democrat · House MN03
Wikipedia biography ↗Years Elected: About 1.7Rank: #94
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2025 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
18.69%
Cumulative estimated return
SPY: 29.74%
Outperformance: -11.05 percentage points
2025-03-03 – 2026-09-15
Missing information
- 34 sales exceeding observed holdings (unmatched amount omitted).
- 3 rows without a saved price.
- Available investment history starts 2025-03-03.
5 years
18.69%
Cumulative estimated return
SPY: 29.74%
Outperformance: -11.05 percentage points
2025-03-03 – 2026-09-15
Missing information
- 34 sales exceeding observed holdings (unmatched amount omitted).
- 3 rows without a saved price.
- Available investment history starts 2025-03-03.
As of Sep 15, 2026. 18 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 |
|---|---|---|---|---|---|---|
| ASHGY | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BRK.B | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| BLK | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $1058.66Sep 15, 2026 | Unavailable |
| COR | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $323.29Sep 15, 2026 | Unavailable |
| DHI | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $140.20Sep 15, 2026 | Unavailable |
| EHC | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $122.00Sep 15, 2026 | Unavailable |
| GGG | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $76.84Sep 15, 2026 | Unavailable |
| JNJ | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MA | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $573.27Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NKE | Spouse | None | Unavailable | Unavailable | $36.22Sep 15, 2026 | Unavailable |
| PEP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $135.50Sep 15, 2026 | Unavailable |
| PG | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RMD | Spouse | None | Unavailable | Unavailable | $229.44Sep 15, 2026 | Unavailable |
| ROK | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $417.00Sep 15, 2026 | Unavailable |
| SPGI | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $412.52Sep 15, 2026 | Unavailable |
| TSM | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MICC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TMO | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $641.39Sep 15, 2026 | Unavailable |
| UL | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| VVV | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| WEX | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| ZBRA | Spouse | None | Unavailable | Unavailable | $342.73Sep 15, 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 |
|---|---|---|---|
| Trust 1 ⇒ Amphenol Corporation Common Stock (APH) [ST] | not_reported | 1109.967441172117803759064674 | 86188.97 |
| Trust 1 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 149.2101860141251367750920123 | 77105.86 |
| Trust 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | not_reported | 225.6509060612372422411997501 | 31636.26 |
| Trust 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 239.0073295092415551306564691 | 81604.27 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 46.8582930468464903384355077 | 9062.39 |
| Trust 8 ⇒ Amphenol Corporation Common Stock (APH) [ST] | spouse | 5179.828326180257510729613734 | 402213.67 |
| Trust 7 ⇒ Bank of America Corporation Common Stock (BAC) [ST] | spouse | 590.9181818181818181818181818 | 35171.45 |
| Trust 8 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | spouse | 298.4203720282502735501840246 | 154211.71 |
| Trust 7 ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | spouse | 285.7128674426214602879112906 | 6977.11 |
| Trust 7 ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 472.5525894658719298652503653 | 425935.28 |
| Trust 8 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | spouse | 451.3018121224744844823995002 | 63272.51 |
| Trust 7 ⇒ Danaher Corporation Common Stock (DHR) [ST] | spouse | 34.94889044207583435261226629 | 7316.90 |
| Trust 8 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 1218.934034416826003824091778 | 416180.65 |
| Trust 2 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | spouse | 310.9989218775916404047105656 | 60523.50 |
| Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | spouse | 33.7674609540975148984893778 | 1930.15 |
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
70 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 |
|---|---|---|---|---|
| TGT — Retirement Account 1 (401k) ⇒ Target Corporation Common Stock (TGT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Mar 21, 2025 | Sep 14, 2026 |
| TGT — Brokerage Account 1 ⇒ Target Corporation Common Stock (TGT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Mar 21, 2025 | Sep 14, 2026 |
| AVGO — Trust 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 21, 2025 | Sep 14, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Mar 21, 2025 | Sep 11, 2026 |
| TGT — Target Corporation Common Stock (TGT) [ST] | Not reported | SaleSource rows (2)$115,002–$300,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Mar 21, 2025 | Sep 11, 2026 |
| CACI — Trust 1 ⇒ CACI International, Inc. Class A Common Stock (CACI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Mar 20, 2025 | Sep 14, 2026 |
| DHI — Trust 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Annual | Mar 20, 2025 | Sep 14, 2026 |
| DEO — Trust 1 ⇒ Diageo plc Common Stock (DEO) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Mar 20, 2025 | Sep 14, 2026 |
| UPS — Trust 1 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual | Mar 20, 2025 | Sep 14, 2026 |
| CACI — Trust 2 ⇒ CACI International, Inc. Class A Common Stock (CACI) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Mar 20, 2025 | Sep 14, 2026 |
| DEO — Trust 2 ⇒ Diageo plc Common Stock (DEO) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Mar 20, 2025 | Sep 14, 2026 |
| MRK — Trust 2 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Mar 20, 2025 | Sep 14, 2026 |
| UPS — Trust 2 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Mar 20, 2025 | Sep 14, 2026 |
| CACI — CACI International, Inc. Class A Common Stock (CACI) [ST] | Not reported | SaleSource rows (3)$3,003–$45,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| DHI — D.R. Horton, Inc. Common Stock (DHI) [ST] | Not reported | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| DEO — Diageo plc Common Stock (DEO) [ST] | Not reported | SaleSource rows (3)$3,003–$45,000 Original ↗ · Row 8 · Ptr Original ↗ · Row 9 · Ptr Original ↗ · Row 10 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Not reported | Sale (partial)Source rows (3)$3,003–$45,000 Original ↗ · Row 15 · Ptr Original ↗ · Row 16 · Ptr Original ↗ · Row 17 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| TGT — Brokerage Account 1 ⇒ Target Corporation Common Stock (TGT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| TGT — Target Corporation Common Stock (TGT) [ST] | Not reported | Purchase | Mar 3, 2025 | Sep 11, 2026 |
All disclosures
37 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.