
Julia Letlow
Data as of 9 September 2026 · Official STOCK Act disclosures
Most-traded tickers
Holdings
AAPL
accumulating · ~$33K
5.8%
+7.05%
TSM
neutral · ~$25K
4.4%
+18.54%
AMD
accumulating · ~$16K
2.9%
+95.29%
CSCO
accumulating · ~$16K
2.9%
+25.31%
IBM
accumulating · ~$16K
2.9%
-36.32%
LOW
accumulating · ~$16K
2.9%
—
PG
accumulating · ~$16K
2.9%
-15.03%
V
accumulating · ~$16K
2.9%
—
WSM
accumulating · ~$16K
2.9%
—
AA
accumulating · ~$8K
1.4%
—
AIZ
accumulating · ~$8K
1.4%
—
AMZN
accumulating · ~$8K
1.4%
—
BA
accumulating · ~$8K
1.4%
-19.63%
BAH
accumulating · ~$8K
1.4%
—
CVX
accumulating · ~$8K
1.4%
—
DHR
accumulating · ~$8K
1.4%
—
DUK
accumulating · ~$8K
1.4%
—
EXR
accumulating · ~$8K
1.4%
-15.97%
GLOB
accumulating · ~$8K
1.4%
—
GOOGL
accumulating · ~$8K
1.4%
—
| Ticker | Position | Allocation | Trades | Direction | Est. value | YTD alpha |
|---|---|---|---|---|---|---|
| AAPL | Shares | 5.8% | 5 | accumulating | ~$33K | +7.05% |
| TSM | Shares | 4.4% | 4 | neutral | ~$25K | +18.54% |
| AMD | Shares | 2.9% | 2 | accumulating | ~$16K | +95.29% |
| CSCO | Shares | 2.9% | 2 | accumulating | ~$16K | +25.31% |
| IBM | Shares | 2.9% | 2 | accumulating | ~$16K | -36.32% |
| LOW | Shares | 2.9% | 2 | accumulating | ~$16K | — |
| PG | Shares | 2.9% | 2 | accumulating | ~$16K | -15.03% |
| V | Shares | 2.9% | 2 | accumulating | ~$16K | — |
| WSM | Shares | 2.9% | 2 | accumulating | ~$16K | — |
| AA | Shares | 1.4% | 1 | accumulating | ~$8K | — |
| AIZ | Shares | 1.4% | 1 | accumulating | ~$8K | — |
| AMZN | Shares | 1.4% | 3 | accumulating | ~$8K | — |
| BA | Shares | 1.4% | 3 | accumulating | ~$8K | -19.63% |
| BAH | Shares | 1.4% | 1 | accumulating | ~$8K | — |
| CVX | Shares | 1.4% | 1 | accumulating | ~$8K | — |
| DHR | Shares | 1.4% | 1 | accumulating | ~$8K | — |
| DUK | Shares | 1.4% | 1 | accumulating | ~$8K | — |
| EXR | Shares | 1.4% | 3 | accumulating | ~$8K | -15.97% |
| GLOB | Shares | 1.4% | 3 | accumulating | ~$8K | — |
| GOOGL | Shares | 1.4% | 1 | accumulating | ~$8K | — |
Allocation is reported exactly as disclosed for 9 September 2026 and is never rescaled. The source itemises at most 20 positions per member, so this column need not add up to 100%.
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