All House members

John B. Larson

DHouse · CT-1

STOCK Act filings · simulated, not advice.

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.

Simulated portfolio
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SPY
—
vs SPY
—

No equity path yet.

Simulated portfolioSPYBuySell
Trades
34
Last traded
12/18/2020
Disclosed (est.)
$395K
File lag
44 days
AssetTypeAmount rangeTradedFiledTrade → latestFiled+1 → latestFiling
SBUX
Starbucks Corporation (SBuX)
Sale
Owner: Self
$1,001 - $15,00012/18/202001/31/2020
-15.6%
vs SPY +105.0%
-41.7%
vs SPY +114.3%
20013919
DHR
danaher Corporation (dHR)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-78.9%
vs SPY +82.0%
-66.5%
vs SPY +89.5%
20013919
COST
Costco Wholesale Corporation (COST)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-284.2%
vs SPY -123.4%
-271.3%
vs SPY -115.4%
20013919
STZ
Constellation Brands, Inc. (STZ)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
+14.5%
vs SPY +175.4%
+17.0%
vs SPY +173.0%
20013919
NOTE
Constellation Brands Inc Note
Sale
Owner: Self
$15,001 - $50,00012/18/201901/31/2020
+100.0%
vs SPY +221.6%
+100.0%
vs SPY +221.6%
20013919
CALL
Autozone Inc Note Call
Sale
Owner: Self
$15,001 - $50,00012/18/201901/31/2020n/an/a20013919
AAPL
Apple Inc. (AAPL)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-393.1%
vs SPY -232.2%
-346.9%
vs SPY -190.9%
20013919
ZTS
Zoetis Inc. Class A (ZTS)
Sale
Owner: Self
$15,001 - $50,00012/18/201901/31/2020
+29.7%
vs SPY +190.6%
+34.2%
vs SPY +190.2%
20013919
WY
Weyerhaeuser Company (WY)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
+11.8%
vs SPY +172.6%
+6.7%
vs SPY +162.7%
20013919
UNH
unitedHealth group Incorporated Common Stock (uNH)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-55.3%
vs SPY +105.6%
-66.0%
vs SPY +90.0%
20013919
UTX
united Technologies Corporation (uTX)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020n/an/a20013919
APH
Amphenol Corporation (APH)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-574.3%
vs SPY -413.5%
-616.6%
vs SPY -460.7%
20013919
TMO
Thermo Fisher Scientific Inc (TMO)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-122.5%
vs SPY +38.3%
-123.4%
vs SPY +32.5%
20013919
TRP
TC Energy Corporation (TRP)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-70.6%
vs SPY +90.2%
-63.2%
vs SPY +92.8%
20013919
SSNC
SS&C Technologies Holdings, Inc. (SSNC)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-44.3%
vs SPY +116.6%
-37.8%
vs SPY +118.1%
20013919
ROLL
RBC Bearings Incorporated (ROLL)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020n/an/a20013919
PBCT
People's united Financial, Inc. (PBCT)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020n/an/a20013919
Unmapped
Omnicom group Inc
Sale
Owner: Self
$15,001 - $50,00012/18/201901/31/2020n/an/a20013919
NSRGY
Nestle SA Sponsored AdR representing Registered Shares Series B (NSRgY)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-18.6%
vs SPY +142.3%
-13.8%
vs SPY +142.2%
20013919
MDLZ
Mondelez International, Inc. - Class A (MdLZ)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-42.9%
vs SPY +118.0%
-34.7%
vs SPY +121.3%
20013919
MSFT
Microsoft Corporation (MSFT)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-257.7%
vs SPY -96.8%
-216.7%
vs SPY -60.7%
20013919
Unmapped
Allergan Inc
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020n/an/a20013919
MTD
Mettler-Toledo International, Inc. (MTd)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-118.9%
vs SPY +42.0%
-124.0%
vs SPY +32.0%
20013919
MCD
Mcdonald's Corporation (MCd)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-57.5%
vs SPY +103.4%
-43.2%
vs SPY +112.8%
20013919
MA
Mastercard Incorporated (MA)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-128.6%
vs SPY +32.3%
-107.3%
vs SPY +48.7%
20013919
KMI
Kinder Morgan, Inc. (KMI)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-136.2%
vs SPY +24.7%
-132.4%
vs SPY +23.6%
20013919
JPM
JP Morgan Chase & Co. (JPM)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-194.5%
vs SPY -33.6%
-202.8%
vs SPY -46.9%
20013919
IQV
IQVIA Holdings, Inc. (IQV)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-78.4%
vs SPY +82.4%
-69.1%
vs SPY +86.8%
20013919
ILMN
Illumina, Inc. (ILMN)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
+24.7%
vs SPY +185.6%
+16.5%
vs SPY +172.5%
20013919
HD
Home depot, Inc. (Hd)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-80.8%
vs SPY +80.1%
-70.2%
vs SPY +85.7%
20013919
FTV
Fortive Corporation (FTV)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-42.2%
vs SPY +118.6%
-45.8%
vs SPY +110.2%
20013919
ENB
Enbridge Inc (ENB)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
-92.0%
vs SPY +68.9%
-82.6%
vs SPY +73.4%
20013919
Unmapped
Alcoa Inc
Sale
Owner: Self
$15,001 - $50,00012/18/201901/31/2020n/an/a20013919
ADBE
Adobe Inc. (AdBE)
Sale
Owner: Self
$1,001 - $15,00012/18/201901/31/2020
+24.1%
vs SPY +185.0%
+31.2%
vs SPY +187.2%
20013919
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.