Lisa Mcclain
Data as of 9 September 2026 · Official STOCK Act disclosures
Most-traded tickers
Holdings
PLTR
neutral · ~$100K
19.0%
—
BBAI
accumulating · ~$73K
13.8%
-47.84%
TSLA
accumulating · ~$41K
7.7%
—
STX
accumulating · ~$33K
6.2%
—
TSM
reducing · ~$25K
4.7%
—
VRE
neutral · ~$25K
4.6%
—
ATR
accumulating · ~$8K
1.5%
—
AVGO
accumulating · ~$8K
1.5%
—
AVNT
accumulating · ~$8K
1.5%
—
CHE
accumulating · ~$8K
1.5%
—
CTRA
accumulating · ~$8K
1.5%
—
DOW
accumulating · ~$8K
1.5%
—
ELV
accumulating · ~$8K
1.5%
—
GME
accumulating · ~$8K
1.5%
—
GOOGL
accumulating · ~$8K
1.5%
—
HDB
accumulating · ~$8K
1.5%
—
JPM
accumulating · ~$8K
1.5%
—
LI
accumulating · ~$8K
1.5%
—
META
accumulating · ~$8K
1.5%
—
NOW
accumulating · ~$8K
1.5%
—
| Ticker | Position | Allocation | Trades | Direction | Est. value | YTD alpha |
|---|---|---|---|---|---|---|
| PLTR | Shares | 19.0% | 6 | neutral | ~$100K | — |
| BBAI | Shares | 13.8% | 3 | accumulating | ~$73K | -47.84% |
| TSLA | Shares | 7.7% | 8 | accumulating | ~$41K | — |
| STX | Shares | 6.2% | 1 | accumulating | ~$33K | — |
| TSM | Shares | 4.7% | 9 | reducing | ~$25K | — |
| VRE | Shares | 4.6% | 2 | neutral | ~$25K | — |
| ATR | Shares | 1.5% | 1 | accumulating | ~$8K | — |
| AVGO | Shares | 1.5% | 7 | accumulating | ~$8K | — |
| AVNT | Shares | 1.5% | 1 | accumulating | ~$8K | — |
| CHE | Shares | 1.5% | 1 | accumulating | ~$8K | — |
| CTRA | Shares | 1.5% | 1 | accumulating | ~$8K | — |
| DOW | Shares | 1.5% | 1 | accumulating | ~$8K | — |
| ELV | Shares | 1.5% | 3 | accumulating | ~$8K | — |
| GME | Shares | 1.5% | 1 | accumulating | ~$8K | — |
| GOOGL | Shares | 1.5% | 5 | accumulating | ~$8K | — |
| HDB | Shares | 1.5% | 11 | accumulating | ~$8K | — |
| JPM | Shares | 1.5% | 7 | accumulating | ~$8K | — |
| LI | Shares | 1.5% | 3 | accumulating | ~$8K | — |
| META | Shares | 1.5% | 7 | accumulating | ~$8K | — |
| NOW | Shares | 1.5% | 7 | 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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