John Curtis
RHouse · UT-3
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 · 04/13/2020 → 11/03/2026.
Simulated portfolio
+213.0%
SPY
+199.2%
vs SPY
+13.8%
Simulated portfolioSPYBuySell
Trades
335
Last traded
12/04/2023
Disclosed (est.)
$3.2M
File lag
13 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -56.2% vs SPY +15.1% | -54.9% vs SPY +10.2% | 20024152 |
AZO AutoZone, Inc. (AZO) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -20.1% vs SPY +51.2% | -21.3% vs SPY +43.7% | 20024152 |
AMAT Applied Materials, Inc. (AMAT) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -163.1% vs SPY -91.9% | -143.3% vs SPY -78.2% | 20024152 |
AAPL Apple Inc. (AAPL) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -77.3% vs SPY -6.1% | -71.5% vs SPY -6.4% | 20024152 |
ZTS Zoetis Inc. Class A (ZTS) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | +52.3% vs SPY +123.6% | +55.9% vs SPY +120.9% | 20024152 |
V Visa Inc. (V) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -68.7% vs SPY +2.6% | -66.1% vs SPY -1.1% | 20024152 |
VLO Valero Energy Corporation (VLO) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -230.2% vs SPY -158.9% | -216.5% vs SPY -151.5% | 20024152 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | +21.7% vs SPY +93.0% | +18.5% vs SPY +83.5% | 20024152 |
UNP Union Pacific Corporation (UNP) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -38.6% vs SPY +32.7% | -33.7% vs SPY +31.4% | 20024152 |
TMUS T-Mobile US, Inc. (TMUS) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -5.8% vs SPY +65.5% | -3.5% vs SPY +61.6% | 20024152 |
TMO Thermo Fisher Scientific Inc (TMO) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -42.4% vs SPY +28.9% | -35.9% vs SPY +29.2% | 20024152 |
AXP American Express Company (AXP) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -94.3% vs SPY -23.1% | -84.2% vs SPY -19.2% | 20024152 |
TXN Texas Instruments Incorporated (TXN) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -115.4% vs SPY -44.1% | -102.5% vs SPY -37.5% | 20024152 |
SBUX Starbucks Corporation (SBUX) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -15.1% vs SPY +56.2% | -16.4% vs SPY +48.7% | 20024152 |
SHW Sherwin-Williams Company (SHW) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -24.1% vs SPY +47.2% | -13.3% vs SPY +51.8% | 20024152 |
CRM Salesforce, Inc. (CRM) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | +9.7% vs SPY +80.9% | +14.1% vs SPY +79.2% | 20024152 |
SPGI S&P Global Inc. (SPGI) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -18.7% vs SPY +52.6% | -15.4% vs SPY +49.7% | 20024152 |
RTX RTX Corporation (RTX) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -158.4% vs SPY -87.1% | -166.2% vs SPY -101.1% | 20024152 |
PG Procter & Gamble Company (PG) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -15.4% vs SPY +55.9% | -20.0% vs SPY +45.0% | 20024152 |
PEP Pepsico, Inc. (PEP) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | +10.2% vs SPY +81.5% | +10.1% vs SPY +75.2% | 20024152 |
PANW Palo Alto Networks, Inc. (PANW) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -144.4% vs SPY -73.1% | -127.7% vs SPY -62.7% | 20024152 |
NVDA NVIDIA Corporation (NVDA) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -355.5% vs SPY -284.2% | -313.9% vs SPY -248.9% | 20024152 |
AMZN Amazon.com, Inc. (AMZN) | Sale Owner: Joint | $15,001 - $50,000 | 12/04/2023 | 12/15/2023 | -73.1% vs SPY -1.8% | -62.7% vs SPY +2.3% | 20024152 |
NKE Nike, Inc. (NKE) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | +64.3% vs SPY +135.6% | +66.1% vs SPY +131.1% | 20024152 |
MSFT Microsoft Corporation (MSFT) | Sale Owner: Joint | $15,001 - $50,000 | 12/04/2023 | 12/15/2023 | -44.1% vs SPY +27.1% | -42.8% vs SPY +22.3% | 20024152 |
META Meta Platforms, Inc. - Class A (META) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -95.9% vs SPY -24.6% | -81.9% vs SPY -16.9% | 20024152 |
MA Mastercard Incorporated (MA) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -61.4% vs SPY +9.9% | -55.2% vs SPY +9.8% | 20024152 |
LRCX Lam Research Corporation (LRCX) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -233.1% vs SPY -161.9% | -206.4% vs SPY -141.3% | 20024152 |
KLAC KLA Corporation (KLAC) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -195.6% vs SPY -124.4% | -176.6% vs SPY -111.5% | 20024152 |
JPM JP Morgan Chase & Co. (JPM) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -128.0% vs SPY -56.7% | -116.7% vs SPY -51.6% | 20024152 |
ICE Intercontinental Exchange Inc. (ICE) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -54.3% vs SPY +17.0% | -43.1% vs SPY +22.0% | 20024152 |
HON Honeywell International Inc. (HON) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -20.9% vs SPY +50.4% | -16.9% vs SPY +48.2% | 20024152 |
HD Home Depot, Inc. (HD) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -10.5% vs SPY +60.8% | -2.0% vs SPY +63.0% | 20024152 |
GOOG Alphabet Inc. - Class C Capital Stock (GOOG) | Sale Owner: Joint | $15,001 - $50,000 | 12/04/2023 | 12/15/2023 | -115.0% vs SPY -43.8% | -104.8% vs SPY -39.7% | 20024152 |
HLT Hilton Worldwide Holdings Inc. (HLT) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -113.4% vs SPY -42.2% | -105.2% vs SPY -40.1% | 20024152 |
Unmapped Goldman Sachs Group, Inc. (GS) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | n/a | n/a | 20024152 |
FI Fiserv, Inc. (FI) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | n/a | n/a | 20024152 |
EMR Emerson Electric Company (EMR) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -96.1% vs SPY -24.8% | -81.5% vs SPY -16.5% | 20024152 |
LLY Eli Lilly and Company (LLY) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -145.2% vs SPY -73.9% | -147.7% vs SPY -82.6% | 20024152 |
ELV Elevance Health, Inc. (ELV) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | +10.0% vs SPY +81.2% | +7.6% vs SPY +72.7% | 20024152 |
EW Edwards Lifesciences Corporation (EW) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -37.6% vs SPY +33.7% | -27.1% vs SPY +37.9% | 20024152 |
DE Deere & Company (DE) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -87.9% vs SPY -16.6% | -81.1% vs SPY -16.0% | 20024152 |
DHR Danaher Corporation (DHR) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -5.4% vs SPY +65.8% | -3.4% vs SPY +61.6% | 20024152 |
CSX CSX Corporation (CSX) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -56.6% vs SPY +14.7% | -53.6% vs SPY +11.5% | 20024152 |
AMD Advanced Micro Devices, Inc. (AMD) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -308.1% vs SPY -236.8% | -248.4% vs SPY -183.3% | 20024152 |
COST Costco Wholesale Corporation (COST) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -77.0% vs SPY -5.7% | -55.6% vs SPY +9.4% | 20024152 |
STZ Constellation Brands, Inc. (STZ) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | +38.4% vs SPY +109.6% | +38.0% vs SPY +103.0% | 20024152 |
COP ConocoPhillips (COP) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -37.1% vs SPY +34.2% | -36.6% vs SPY +28.5% | 20024152 |
CMCSA Comcast Corporation - Class A (CMCSA) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | +34.0% vs SPY +105.2% | +36.4% vs SPY +101.4% | 20024152 |
KO Coca-Cola Company (KO) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -75.1% vs SPY -3.8% | -73.7% vs SPY -8.7% | 20024152 |
CMG Chipotle Mexican Grill, Inc. (CMG) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | +25.1% vs SPY +96.3% | +27.6% vs SPY +92.7% | 20024152 |
CVX Chevron Corporation (CVX) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -74.5% vs SPY -3.2% | -68.8% vs SPY -3.8% | 20024152 |
CAT Caterpillar, Inc. (CAT) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -154.8% vs SPY -83.5% | -127.2% vs SPY -62.1% | 20024152 |
BSX Boston Scientific Corporation (BSX) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | +20.6% vs SPY +91.9% | +21.6% vs SPY +86.7% | 20024152 |
BLK BlackRock, Inc. (BLK) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -64.1% vs SPY +7.1% | -54.9% vs SPY +10.2% | 20024152 |
ADBE Adobe Inc. (ADBE) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | +59.3% vs SPY +130.6% | +58.9% vs SPY +124.0% | 20024152 |
ABT Abbott Laboratories (ABT) | Sale Owner: Joint | $1,001 - $15,000 | 12/04/2023 | 12/15/2023 | -10.8% vs SPY +60.5% | -7.8% vs SPY +57.2% | 20024152 |
Unmapped WINNEBAGO CNTY WIS GO PROM NTS 5.000% 04/01/24 | Purchase Owner: Joint | $15,001 - $50,000 | 11/09/2023 | 11/16/2023 | n/a | n/a | 20023867 |
Unmapped TEXAS ST GO MOBILITY FD BDS A 4.000% 10/01/34 | Purchase Owner: Joint | $1,001 - $15,000 | 09/22/2023 | 10/04/2023 | n/a | n/a | 20023799 |
WM Waste Management, Inc. (WM) | Sale Owner: Joint | $1,001 - $15,000 | 09/13/2023 | 10/04/2023 | -53.2% vs SPY +22.6% | -58.8% vs SPY +25.5% | 20023799 |
UNP Union Pacific Corporation (UNP) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 09/13/2023 | 10/04/2023 | -52.8% vs SPY +23.0% | -61.6% vs SPY +22.7% | 20023799 |
PANW Palo Alto Networks, Inc. (PANW) | Purchase Owner: Joint | $1,001 - $15,000 | 09/13/2023 | 10/04/2023 | +184.4% vs SPY +108.6% | +195.8% vs SPY +111.5% | 20023799 |
JNJ Johnson & Johnson (JNJ) | Sale Owner: Joint | $1,001 - $15,000 | 09/13/2023 | 10/04/2023 | -76.8% vs SPY -1.0% | -84.5% vs SPY -0.2% | 20023799 |
EMR Emerson Electric Company (EMR) | Purchase Owner: Joint | $1,001 - $15,000 | 09/13/2023 | 10/04/2023 | +79.6% vs SPY +3.8% | +87.4% vs SPY +3.2% | 20023799 |
LLY Eli Lilly and Company (LLY) | Purchase Owner: Joint | $1,001 - $15,000 | 09/13/2023 | 10/04/2023 | +140.2% vs SPY +64.4% | +165.7% vs SPY +81.4% | 20023799 |
ADBE Adobe Inc. (ADBE) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 09/13/2023 | 10/04/2023 | +55.5% vs SPY +131.3% | +52.3% vs SPY +136.6% | 20023799 |
ABT Abbott Laboratories (ABT) | Purchase Owner: Joint | $1,001 - $15,000 | 09/13/2023 | 10/04/2023 | +14.1% vs SPY -61.7% | +21.8% vs SPY -62.5% | 20023799 |
TMUS T-Mobile US, Inc. (TMUS) | Purchase Owner: Joint | $1,001 - $15,000 | 06/21/2023 | 08/07/2023 | +22.4% vs SPY -58.1% | +19.2% vs SPY -55.7% | 20023444 |
SYY Sysco Corporation (SYY) | Sale Owner: Joint | $1,001 - $15,000 | 06/21/2023 | 08/07/2023 | -12.5% vs SPY +68.0% | -10.9% vs SPY +64.0% | 20023444 |
SHW Sherwin-Williams Company (SHW) | Purchase Owner: Joint | $1,001 - $15,000 | 06/21/2023 | 08/07/2023 | +41.9% vs SPY -38.6% | +28.6% vs SPY -46.3% | 20023444 |
MSFT Microsoft Corporation (MSFT) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 06/21/2023 | 08/07/2023 | -60.2% vs SPY +20.3% | -63.9% vs SPY +11.0% | 20023444 |
LRCX Lam Research Corporation (LRCX) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 06/21/2023 | 08/07/2023 | -291.6% vs SPY -211.2% | -240.9% vs SPY -166.0% | 20023444 |
EW Edwards Lifesciences Corporation (EW) | Purchase Owner: Joint | $1,001 - $15,000 | 06/21/2023 | 08/07/2023 | +4.5% vs SPY -76.0% | +21.1% vs SPY -53.8% | 20023444 |
KO Coca-Cola Company (KO) | Purchase Owner: Joint | $1,001 - $15,000 | 06/21/2023 | 08/07/2023 | +69.6% vs SPY -10.9% | +71.0% vs SPY -3.9% | 20023444 |
AMAT Applied Materials, Inc. (AMAT) | Sale Owner: Joint | $1,001 - $15,000 | 06/21/2023 | 08/07/2023 | -186.7% vs SPY -106.2% | -164.7% vs SPY -89.8% | 20023444 |
VLO Valero Energy Corporation (VLO) | Purchase Owner: Joint | $1,001 - $15,000 | 06/21/2023 | 08/07/2023 | +280.2% vs SPY +199.7% | +220.5% vs SPY +145.6% | 20023444 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) | Purchase Owner: Joint | $1,001 - $15,000 | 06/21/2023 | 08/07/2023 | -9.3% vs SPY -89.8% | -14.5% vs SPY -89.5% | 20023444 |
AMD Advanced Micro Devices, Inc. (AMD) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 06/21/2023 | 08/07/2023 | -331.6% vs SPY -251.2% | -327.4% vs SPY -252.4% | 20023444 |
ANTM Anthem, Inc. (ANTM) | Sale Owner: Joint | $1,001 - $15,000 | 03/09/2022 | 08/07/2023 | n/a | n/a | 20023444 |
MSFT Microsoft Corporation (MSFT) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 05/11/2023 | 06/02/2023 | -72.7% vs SPY +18.5% | -59.1% vs SPY +25.4% | 20023061 |
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.