Valerie Hoyle
Data as of 9 September 2026 · Official STOCK Act disclosures
Most-traded tickers
Holdings
MSFT
accumulating · ~$24K
11.1%
—
TYL
accumulating · ~$16K
7.4%
—
AMZN
accumulating · ~$16K
7.2%
—
ANET
accumulating · ~$8K
3.7%
—
BMY
accumulating · ~$8K
3.7%
—
KKR
accumulating · ~$8K
3.7%
—
BAC
accumulating · ~$8K
3.7%
—
CF
accumulating · ~$8K
3.7%
—
CGEMY
accumulating · ~$8K
3.7%
—
CNC
accumulating · ~$8K
3.7%
—
CRWV
accumulating · ~$8K
3.7%
—
DHR
accumulating · ~$8K
3.7%
—
EIX
accumulating · ~$8K
3.7%
—
GDDY
accumulating · ~$8K
3.7%
—
KNX
accumulating · ~$8K
3.7%
—
NFLX
accumulating · ~$8K
3.7%
—
NVO
accumulating · ~$8K
3.7%
—
SNAP
accumulating · ~$8K
3.7%
—
SNPS
accumulating · ~$8K
3.7%
—
TSM
accumulating · ~$8K
3.7%
—
| Ticker | Position | Allocation | Trades | Direction | Est. value | YTD alpha |
|---|---|---|---|---|---|---|
| MSFT | Shares | 11.1% | 5 | accumulating | ~$24K | — |
| TYL | Shares | 7.4% | 2 | accumulating | ~$16K | — |
| AMZN | Shares | 7.2% | 7 | accumulating | ~$16K | — |
| ANET | Shares | 3.7% | 5 | accumulating | ~$8K | — |
| BMY | Shares | 3.7% | 1 | accumulating | ~$8K | — |
| KKR | Shares | 3.7% | 3 | accumulating | ~$8K | — |
| BAC | Shares | 3.7% | 3 | accumulating | ~$8K | — |
| CF | Shares | 3.7% | 1 | accumulating | ~$8K | — |
| CGEMY | Shares | 3.7% | 1 | accumulating | ~$8K | — |
| CNC | Shares | 3.7% | 1 | accumulating | ~$8K | — |
| CRWV | Shares | 3.7% | 1 | accumulating | ~$8K | — |
| DHR | Shares | 3.7% | 1 | accumulating | ~$8K | — |
| EIX | Shares | 3.7% | 1 | accumulating | ~$8K | — |
| GDDY | Shares | 3.7% | 1 | accumulating | ~$8K | — |
| KNX | Shares | 3.7% | 1 | accumulating | ~$8K | — |
| NFLX | Shares | 3.7% | 3 | accumulating | ~$8K | — |
| NVO | Shares | 3.7% | 1 | accumulating | ~$8K | — |
| SNAP | Shares | 3.7% | 1 | accumulating | ~$8K | — |
| SNPS | Shares | 3.7% | 1 | accumulating | ~$8K | — |
| TSM | Shares | 3.7% | 3 | 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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