Carlos Curbelo
RHouse · FL-26
STOCK Act filings · simulated, not advice.
annual holdings (5)
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 08/14/2015 → 11/03/2026.
Simulated portfolio
+177.4%
SPY
+333.1%
vs SPY
-155.7%
Simulated portfolioSPYBuySell
Trades
353
Last traded
09/06/2018
Disclosed (est.)
$3.5M
File lag
28 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
FSLR First solar, Inc. (FsLR) | Sale Owner: Self | $15,001 - $50,000 | 09/06/2018 | 10/03/2018 | -270.7% vs SPY -74.3% | -290.1% vs SPY -96.4% | 20010359 |
IFF Internationa Flavors & Fragrances, Inc. (IFF) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/29/2018 | 09/25/2018 | -12.7% vs SPY -205.7% | -17.4% vs SPY -210.7% | 20010329 |
BLK BlackRock, Inc. (BLK) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +195.1% vs SPY +0.5% | +198.5% vs SPY +5.1% | 20010329 |
ANET arista Networks, Inc. (aNET) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +793.7% vs SPY +599.1% | +930.3% vs SPY +736.9% | 20010329 |
AMP ameriprise Financial, Inc. (aMP) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +306.1% vs SPY +111.5% | +298.8% vs SPY +105.5% | 20010329 |
ZAYO Zayo group Holdings, Inc. (ZaYo) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | n/a | n/a | 20010329 |
DIS Walt disney Company (dIS) | Sale Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -6.7% vs SPY +187.9% | -4.3% vs SPY +189.1% | 20010329 |
EMLC VanEck Vectors J.P. Morgan EM Local Currency Bond ETF (EMLC) | Sale Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -19.0% vs SPY +175.6% | -18.3% vs SPY +175.0% | 20010329 |
UNH UnitedHealth group Incorporated Common Stock (UNH) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +73.4% vs SPY -121.2% | +76.5% vs SPY -116.8% | 20010329 |
UTX United Technologies Corporation (UTX) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | n/a | n/a | 20010329 |
TRIP Tripadvisor, Inc. (TRIP) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -80.0% vs SPY -274.6% | -79.7% vs SPY -273.0% | 20010329 |
TJX TJX Companies, Inc. (TJX) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +184.8% vs SPY -9.9% | +174.2% vs SPY -19.1% | 20010329 |
AWK american Water Works Company, Inc. (aWK) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +96.4% vs SPY -98.2% | +99.4% vs SPY -93.9% | 20010329 |
TMO Thermo Fisher Scientific Inc (TMo) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +200.1% vs SPY +5.5% | +193.8% vs SPY +0.5% | 20010329 |
FTI TechnipFMC plc ordinary Share (FTI) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +214.4% vs SPY +19.8% | +198.7% vs SPY +5.4% | 20010329 |
SSNC SS&C Technologies Holdings, Inc. (SSNC) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +52.2% vs SPY -142.4% | +58.6% vs SPY -134.8% | 20010329 |
SCI Service Corporation International (SCI) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +101.3% vs SPY -93.3% | +95.6% vs SPY -97.7% | 20010329 |
SEE Sealed air Corporation (SEE) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | n/a | n/a | 20010329 |
SLB Schlumberger N.V. (SLB) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +2.6% vs SPY -192.0% | +7.1% vs SPY -186.2% | 20010329 |
ROK Rockwell automation, Inc. (RoK) | Sale Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -190.3% vs SPY +4.3% | -170.7% vs SPY +22.6% | 20010329 |
RHT Red Hat, Inc. (RHT) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | n/a | n/a | 20010329 |
PH Parker-Hannifin Corporation (PH) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +505.5% vs SPY +310.9% | +467.7% vs SPY +274.4% | 20010329 |
ORLY o'Reilly automotive, Inc. (oRLY) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +306.5% vs SPY +111.9% | +290.4% vs SPY +97.1% | 20010329 |
AMT american Tower Corporation (aMT) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +56.2% vs SPY -138.4% | +62.8% vs SPY -130.5% | 20010329 |
NTRS Northern Trust Corporation (NTRS) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +101.1% vs SPY -93.5% | +111.6% vs SPY -81.7% | 20010329 |
MDLZ Mondelez International, Inc. - Class a (MdLZ) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +89.6% vs SPY -105.0% | +85.2% vs SPY -108.1% | 20010329 |
MSFT Microsoft Corporation (MSFT) | Sale Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -410.4% vs SPY -215.8% | -393.8% vs SPY -200.4% | 20010329 |
MDT Medtronic plc. ordinary Shares (MdT) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +29.3% vs SPY -165.4% | +24.8% vs SPY -168.5% | 20010329 |
MKC McCormick & Company, Incorporated (MKC) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -8.0% vs SPY -202.6% | -12.7% vs SPY -206.1% | 20010329 |
LOW Lowe's Companies, Inc. (LoW) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +130.3% vs SPY -64.3% | +117.2% vs SPY -76.1% | 20010329 |
LOGI Logitech International S.a. - Registered Shares (LogI) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +115.7% vs SPY -78.9% | +131.5% vs SPY -61.9% | 20010329 |
LII Lennox International, Inc. (LII) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +70.9% vs SPY -123.7% | +76.4% vs SPY -117.0% | 20010329 |
KSU Kansas City Southern (KSU) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | n/a | n/a | 20010329 |
JPM JP Morgan Chase & Co. (JPM) | Sale Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -263.4% vs SPY -68.8% | -267.0% vs SPY -73.7% | 20010329 |
GOOGL alphabet Inc. - Class a (googL) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +353.8% vs SPY +159.2% | +373.5% vs SPY +180.2% | 20010329 |
JAZZ Jazz Pharmaceuticals plc - ordinary Shares (JaZZ) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +35.2% vs SPY -159.4% | +39.7% vs SPY -153.7% | 20010329 |
VLUE iShares Edge MSCI USa Value Factor ETF (VLUE) | Sale Owner: Spouse | $15,001 - $50,000 | 08/28/2018 | 09/25/2018 | -169.9% vs SPY +24.7% | -171.9% vs SPY +21.4% | 20010329 |
EMGF iShares Edge MSCI Multifactor Emerging Markets ETF (EMgF) | Sale Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -89.0% vs SPY +105.6% | -97.1% vs SPY +96.2% | 20010329 |
IJR iShares Core S&P Small-Cap ETF (IJR) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +78.1% vs SPY -116.5% | +83.6% vs SPY -109.7% | 20010329 |
RPG Invesco S&P 500 Pure growth ETF (RPg) | Sale Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -132.6% vs SPY +62.0% | -133.9% vs SPY +59.4% | 20010329 |
QQQ Invesco QQQ Trust, Series 1 (QQQ) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +291.0% vs SPY +96.4% | +291.0% vs SPY +97.7% | 20010329 |
AKAM akamai Technologies, Inc. (aKaM) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +16.2% vs SPY -178.4% | +19.3% vs SPY -174.0% | 20010329 |
ICE Intercontinental Exchange Inc. (ICE) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +154.6% vs SPY -40.0% | +152.1% vs SPY -41.3% | 20010329 |
INTC Intel Corporation (INTC) | Sale Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -45.8% vs SPY +148.8% | -54.9% vs SPY +138.4% | 20010329 |
HII Huntington Ingalls Industries, Inc. (HII) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +51.4% vs SPY -143.2% | +46.9% vs SPY -146.4% | 20010329 |
HON Honeywell International Inc. (HoN) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +74.1% vs SPY -120.5% | +68.1% vs SPY -125.2% | 20010329 |
HD Home depot, Inc. (Hd) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +102.7% vs SPY -91.9% | +96.3% vs SPY -97.0% | 20010329 |
HSIC Henry Schein, Inc. (HSIC) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +30.3% vs SPY -164.3% | +23.9% vs SPY -169.5% | 20010329 |
HCSG Healthcare Services group, Inc. (HCSg) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -27.7% vs SPY -222.3% | -28.7% vs SPY -222.0% | 20010329 |
FTNT Fortinet, Inc. (FTNT) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +691.6% vs SPY +497.0% | +615.3% vs SPY +422.0% | 20010329 |
FLEX Flex Ltd. - ordinary Shares (FLEX) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +741.1% vs SPY +546.5% | +802.1% vs SPY +608.8% | 20010329 |
AAP advance auto Parts Inc advance auto Parts Inc W/I (aaP) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -66.1% vs SPY -260.7% | -67.6% vs SPY -260.9% | 20010329 |
FB Facebook, Inc. - Class a (FB) | Sale Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -16.0% vs SPY +8.9% | -16.0% vs SPY +8.9% | 20010329 |
ROBO Exchange Traded Concepts Trust RoBo global Robotics and automation Index ETF (RoBo) | Sale Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -78.7% vs SPY +115.9% | -81.1% vs SPY +112.2% | 20010329 |
EPAM EPaM Systems, Inc. (EPaM) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -3.1% vs SPY -197.7% | +0.3% vs SPY -193.1% | 20010329 |
ECL Ecolab Inc. (ECL) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +122.4% vs SPY -72.2% | +111.5% vs SPY -81.9% | 20010329 |
DHR danaher Corporation (dHR) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +163.0% vs SPY -31.6% | +148.1% vs SPY -45.3% | 20010329 |
CMCSA Comcast Corporation - Class a (CMCSa) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -11.7% vs SPY -206.3% | -9.3% vs SPY -202.6% | 20010329 |
CL Colgate-Palmolive Company (CL) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +74.3% vs SPY -120.3% | +73.5% vs SPY -119.8% | 20010329 |
KO Coca-Cola Company (Ko) | Sale Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -168.5% vs SPY +26.1% | -163.5% vs SPY +29.8% | 20010329 |
CFG Citizens Financial group, Inc. (CFg) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +118.8% vs SPY -75.8% | +130.4% vs SPY -62.9% | 20010329 |
CNC Centene Corporation (CNC) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -7.8% vs SPY -202.4% | -4.7% vs SPY -198.0% | 20010329 |
ADBE adobe Systems Incorporated (adBE) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | -6.4% vs SPY -201.0% | -8.3% vs SPY -201.6% | 20010329 |
ACN accenture plc Class a ordinary Shares (aCN) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/28/2018 | 09/25/2018 | +74.2% vs SPY -120.4% | +68.9% vs SPY -124.4% | 20010329 |
VLUE iShares Edge MSCI USa Value Factor ETF (VLUE) | Sale Owner: Spouse | $1,001 - $15,000 | 08/08/2018 | 09/25/2018 | -175.2% vs SPY +24.0% | -171.9% vs SPY +21.4% | 20010329 |
EMGF iShares Edge MSCI Multifactor Emerging Markets ETF (EMgF) | Sale Owner: Spouse | $1,001 - $15,000 | 08/08/2018 | 09/25/2018 | -84.9% vs SPY +114.4% | -97.1% vs SPY +96.2% | 20010329 |
IJR iShares Core S&P Small-Cap ETF (IJR) | Sale Owner: Spouse | $1,001 - $15,000 | 08/08/2018 | 09/25/2018 | -83.3% vs SPY +115.9% | -83.6% vs SPY +109.7% | 20010329 |
RPG Invesco S&P 500 Pure growth ETF (RPg) | Sale Owner: Spouse | $1,001 - $15,000 | 08/08/2018 | 09/25/2018 | -136.9% vs SPY +62.3% | -133.9% vs SPY +59.4% | 20010329 |
PBR Petroleo Brasileiro s.a.- Petrobras (PBR) | Sale Owner: Self | $15,001 - $50,000 | 07/25/2018 | 08/13/2018 | -520.9% vs SPY -320.2% | -540.9% vs SPY -340.1% | 20010073 |
AAPL apple Inc. (aaPL) | Sale Owner: Self | $1,001 - $15,000 | 07/25/2018 | 08/13/2018 | -623.7% vs SPY -422.9% | -569.8% vs SPY -369.0% | 20010073 |
SPWR sunPower Corporation (sPWR) | Sale Owner: Self | $1,001 - $15,000 | 07/18/2018 | 08/13/2018 | +97.8% vs SPY +205.4% | +97.8% vs SPY +205.4% | 20010073 |
RODM Hartford Multifactor Developed Markets (RoDM) | Sale Owner: Spouse | $15,001 - $50,000 | 06/08/2018 | 08/02/2018 | -89.8% vs SPY +118.6% | -92.3% vs SPY +108.9% | 20010011 |
KO Coca-Cola Company (Ko) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/08/2018 | 08/02/2018 | +179.7% vs SPY -28.7% | +161.3% vs SPY -39.8% | 20010011 |
BMY Bristol-Myers Squibb Company (BMY) | Sale Owner: Spouse | $1,001 - $15,000 | 06/08/2018 | 08/02/2018 | -59.2% vs SPY +149.2% | -42.0% vs SPY +159.1% | 20010011 |
BUD anheuser-Busch Inbev Sa Sponsored aDR (BUD) | Sale Owner: Spouse | $1,001 - $15,000 | 06/08/2018 | 08/02/2018 | +3.1% vs SPY +211.5% | +8.8% vs SPY +210.0% | 20010011 |
AMZN amazon.com, Inc. (aMZN) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/08/2018 | 08/02/2018 | +197.7% vs SPY -10.7% | +175.0% vs SPY -26.2% | 20010011 |
ROK Rockwell automation, Inc. (RoK) | Purchase Owner: Spouse | $1,001 - $15,000 | 04/06/2018 | 08/02/2018 | +208.1% vs SPY -22.2% | +188.6% vs SPY -12.6% | 20010012 |
MDLZ Mondelez International, Inc. - Class a (MdLZ) | Sale Owner: Spouse | $1,001 - $15,000 | 04/06/2018 | 08/02/2018 | -94.1% vs SPY +136.2% | -83.0% vs SPY +118.1% | 20010012 |
MSFT Microsoft Corporation (MSFT) | Purchase Owner: Spouse | $1,001 - $15,000 | 04/06/2018 | 08/02/2018 | +528.8% vs SPY +298.5% | +422.9% vs SPY +221.7% | 20010012 |
IWF iShares Russell 1000 growth ETF (IWF) | Sale Owner: Spouse | $15,001 - $50,000 | 04/06/2018 | 08/02/2018 | -272.9% vs SPY -42.6% | -232.1% vs SPY -31.0% | 20010012 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.