Valerie Hoyle
Trades
384
191 buy / 193 sell
Buy Win Rate
61%
188 buy trades scored
Avg. Buy Return
+17.3%
Dollar-weighted avg
vs S&P 500
+2.4%
Same holding periods
Trading Performance
Based on 188 buys scored
Avg. Buy Return+17.3%
S&P 500 (same periods)+14.9%
Alpha vs S&P 500+2.4%
Buy Win Rate61%
Sell Timing61%
Buy / Sell Trades5 / 149
Buy/Sell Ratio0.0x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
384 trades disclosed
USFD
US Foods Holding Corp. Common
Type:
Sell
Date
Sep 23, 2025
VRSK
Verisk Analytics, Inc. - Common Stock S
Type:
Sell
Date
Sep 23, 2025
CTSH
Cognizant Technology Solutions
Type:
Sell
Date
Sep 23, 2025
TOL
Toll Brothers, Inc. Common Stock
Type:
Sell
Date
Sep 23, 2025
SHW
Sherwin-Williams Company (SHW)
Type:
Sell
Date
Sep 23, 2025
BA
Boeing Company
Type:
Sell
Date
Sep 23, 2025
GOOGL
Alphabet Inc. - Class A Common Stock S
Type:
Sell
Date
Sep 23, 2025
CNQ
Canadian Natural Resources Limited
Type:
Sell
Date
Sep 23, 2025
V
Visa Inc.
Type:
Sell
Date
Sep 23, 2025
AAPL
Apple Inc. - Common Stock (AAPL)
Type:
Sell
Date
Sep 23, 2025
APP
Applovin Corporation - Class A
Type:
Sell
Date
Sep 23, 2025
ARES
Ares Management Corporation Class
Type:
Sell
Date
Sep 23, 2025
ANET
Arista Networks, Inc. Common Stock
Type:
Sell
Date
Sep 23, 2025
AJG
Arthur J. Gallagher & Co. Common
Type:
Sell
Date
Sep 23, 2025
AZN
AstraZeneca PLC - American
Type:
Sell
Date
Sep 23, 2025
AZO
AutoZone, Inc. Common Stock (AZO)
Type:
Sell
Date
Sep 23, 2025
BAC
Bank of America Corporation
Type:
Sell
Date
Sep 23, 2025
BLK
BlackRock, Inc. Common Stock (BLK) S
Type:
Sell
Date
Sep 23, 2025
BKNG
Booking Holdings Inc. - Common
Type:
Sell
Date
Sep 23, 2025
KO
Coca-Cola Company
Type:
Sell
Date
Sep 23, 2025
BSX
Boston Scientific Corporation
Type:
Sell
Date
Sep 23, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Sell
Date
Sep 23, 2025
BRO
Brown & Brown, Inc. Common Stock
Type:
Sell
Date
Sep 23, 2025
BF-B
Brown Forman Inc Class B Common
Type:
Sell
Date
Sep 23, 2025
CHRW
C.H. Robinson Worldwide, Inc. -
Type:
Sell
Date
Sep 23, 2025
GSK
GSK plc American Depositary Shares
Type:
Sell
Date
Sep 23, 2025
HRB
H&R Block, Inc. Common Stock
Type:
Sell
Date
Sep 23, 2025
HLN
Haleon plc American Depositary
Type:
Sell
Date
Sep 23, 2025
HEI
Heico Corporation Common Stock
Type:
Sell
Date
Sep 23, 2025
HLT
Hilton Worldwide Holdings Inc.
Type:
Sell
Date
Sep 23, 2025
IMO
Imperial Oil Limited Common Stock
Type:
Sell
Date
Sep 23, 2025
JNJ
Johnson & Johnson Common Stock
Type:
Sell
Date
Sep 23, 2025
JPM
JP Morgan Chase & Co. Common
Type:
Sell
Date
Sep 23, 2025
KVUE
Kenvue Inc. Common Stock (KVUE)
Type:
Sell
Date
Sep 23, 2025
KDP
Keurig Dr Pepper Inc.
Type:
Sell
Date
Sep 23, 2025
KKR
KKR & Co. Inc. Common Stock (KKR) S
Type:
Sell
Date
Sep 23, 2025
KLAC
KLA Corporation - Common Stock
Type:
Sell
Date
Sep 23, 2025
KR
Kroger Company
Type:
Sell
Date
Sep 23, 2025
LHX
L3Harris Technologies, Inc. Common
Type:
Sell
Date
Sep 23, 2025
LEN
Lennar Corporation Class A Common
Type:
Sell
Date
Sep 23, 2025
LIN
Linde plc - Ordinary Shares (LIN)
Type:
Sell
Date
Sep 23, 2025
PCG
Pacific Gas & Electric Co. Common
Type:
Sell
Date
Sep 23, 2025
PYPL
PayPal Holdings, Inc. - Common
Type:
Sell
Date
Sep 23, 2025
PNR
Pentair plc. Ordinary Share (PNR)
Type:
Sell
Date
Sep 23, 2025
PNC
PNC Financial Services Group, Inc.
Type:
Sell
Date
Sep 23, 2025
PG
Procter & Gamble Company
Type:
Sell
Date
Sep 23, 2025
PGR
Progressive Corporation
Type:
Sell
Date
Sep 23, 2025
QCOM
QUALCOMM Incorporated - Common S
Type:
Buy
Date
Sep 23, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Sell
Date
Sep 23, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Sep 10, 2025
DOX
Amdocs Limited - Ordinary Shares
Type:
Sell
Date
Sep 23, 2025
APH
Amphenol Corporation Common
Type:
Sell
Date
Sep 23, 2025
APO
Apollo Global Management, Inc.
Type:
Sell
Date
Sep 23, 2025
COF
Capital One Financial Corporation
Type:
Sell
Date
Sep 23, 2025
CLS
Celestica, Inc. Common Stock (CLS)
Type:
Sell
Date
Sep 23, 2025
SCHW
Charles Schwab Corporation (SCHW)
Type:
Sell
Date
Sep 23, 2025
CTAS
Cintas Corporation - Common Stock
Type:
Sell
Date
Sep 23, 2025
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Sell
Date
Sep 23, 2025
CME
CME Group Inc. - Class A Common
Type:
Sell
Date
Sep 23, 2025
CMCSA
Comcast Corporation - Class A
Type:
Sell
Date
Sep 23, 2025
COP
ConocoPhillips Common Stock (COP)
Type:
Sell
Date
Sep 23, 2025
CNSWF
CONSTELLATION SFTWRE INC
Type:
Sell
Date
Sep 23, 2025
COST
Costco Wholesale Corporation -
Type:
Sell
Date
Sep 23, 2025
CRH
CRH PLC Ordinary Shares
Type:
Sell
Date
Sep 23, 2025
CCI
Crown Castle Inc. Common Stock
Type:
Sell
Date
Sep 23, 2025
CCK
Crown Holdings, Inc.
Type:
Sell
Date
Sep 23, 2025
CSX
CSX Corporation
Type:
Sell
Date
Sep 23, 2025
CVS
CVS Health Corporation Common
Type:
Sell
Date
Sep 23, 2025
DE
Deere & Company Common Stock
Type:
Sell
Date
Sep 23, 2025
DEO
Diageo plc Common Stock
Type:
Sell
Date
Sep 23, 2025
ETN
Eaton Corporation, PLC Ordinary
Type:
Sell
Date
Sep 23, 2025
ELAN
Elanco Animal Health Incorporated
Type:
Sell
Date
Sep 23, 2025
LLY
Eli Lilly and Company Common Stock S
Type:
Sell
Date
Sep 23, 2025
EMR
Emerson Electric Company Common
Type:
Sell
Date
Sep 23, 2025
ES
Eversource Energy
Type:
Sell
Date
Sep 23, 2025
XOM
Exxon Mobil Corporation Common
Type:
Sell
Date
Sep 23, 2025
FDX
FedEx Corporation Common Stock
Type:
Sell
Date
Sep 23, 2025
FERG
Ferguson Enterprises Inc. Common
Type:
Sell
Date
Sep 23, 2025
FQVLF
FIRST QUANTUM MINERALS
Type:
Sell
Date
Sep 23, 2025
GE
GE Aerospace Common Stock (GE)
Type:
Sell
Date
Sep 23, 2025
GEV
GE Vernova Inc. Common Stock
Type:
Sell
Date
Sep 23, 2025
GEN
Gen Digital Inc. - Common Stock
Type:
Sell
Date
Sep 23, 2025
GILD
Gilead Sciences, Inc. - Common Stock S
Type:
Sell
Date
Sep 23, 2025
GDDY
GoDaddy Inc. Class A Common Stock
Type:
Buy
Date
Sep 10, 2025
LMT
Lockheed Martin Corporation
Type:
Sell
Date
Sep 23, 2025
LOW
Lowe's Companies, Inc. Common
Type:
Sell
Date
Sep 23, 2025
LULU
lululemon athletica inc. - Common
Type:
Sell
Date
Sep 23, 2025
LVMUY
LVMH Moet Hennessy Louis Vuitton
Type:
Sell
Date
Sep 23, 2025
LVMUY
LVMH Moet Hennessy Louis Vuitton
Type:
Buy
Date
Sep 10, 2025
MTB
M&T Bank Corporation Common
Type:
Sell
Date
Sep 23, 2025
MAR
Marriott International - Class A
Type:
Sell
Date
Sep 23, 2025
MMC
Marsh & McLennan Companies, Inc.
Type:
Sell
Date
Sep 23, 2025
MLM
Martin Marietta Materials, Inc.
Type:
Sell
Date
Sep 23, 2025
MRVL
Marvell Technology, Inc. - Common
Type:
Sell
Date
Sep 23, 2025
MA
Mastercard Incorporated Common
Type:
Sell
Date
Sep 23, 2025
MCK
McKesson Corporation Common
Type:
Sell
Date
Sep 23, 2025
MCK
McKesson Corporation Common
Type:
Buy
Date
Sep 10, 2025
MELI
MercadoLibre, Inc. - Common Stock
Type:
Sell
Date
Sep 23, 2025
MRK
Merck & Company, Inc. Common
Type:
Sell
Date
Sep 23, 2025
META
Meta Platforms, Inc. - Class A
Type:
Sell
Date
Sep 23, 2025
MU
Micron Technology, Inc. - Common
Type:
Sell
Date
Sep 23, 2025
MSFT
Microsoft Corporation - Common
Type:
Sell
Date
Sep 23, 2025
MCO
Moody's Corporation Common Stock
Type:
Sell
Date
Sep 23, 2025
MS
Morgan Stanley Common Stock (MS)
Type:
Sell
Date
Sep 23, 2025
MOS
Mosaic Company
Type:
Sell
Date
Sep 23, 2025
MSI
Motorola Solutions, Inc. Common
Type:
Sell
Date
Sep 23, 2025
NGG
National Grid Transco, PLC National
Type:
Sell
Date
Sep 23, 2025
NFLX
Netflix, Inc. - Common Stock (NFLX)
Type:
Sell
Date
Sep 23, 2025
NEM
Newmont Corporation
Type:
Sell
Date
Sep 23, 2025
NKE
Nike, Inc. Common Stock
Type:
Sell
Date
Sep 23, 2025
NSC
Norfolk Southern Corporation
Type:
Sell
Date
Sep 23, 2025
NTRS
Northern Trust Corporation -
Type:
Sell
Date
Sep 23, 2025
NOC
Northrop Grumman Corporation
Type:
Sell
Date
Sep 23, 2025
NTR
Nutrien Ltd. Common Shares (NTR)
Type:
Sell
Date
Sep 23, 2025
NVDA
NVIDIA Corporation - Common Stock S
Type:
Sell
Date
Sep 23, 2025
NXPI
NXP Semiconductors N.V. - Common
Type:
Sell
Date
Sep 23, 2025
ORCL
Oracle Corporation Common Stock
Type:
Sell
Date
Sep 23, 2025
ORLY
O'Reilly Automotive, Inc. - Common
Type:
Sell
Date
Sep 23, 2025
PWR
Quanta Services, Inc. Common Stock
Type:
Sell
Date
Sep 23, 2025
RRX
Regal Rexnord Corporation Common
Type:
Sell
Date
Sep 23, 2025
RSG
Republic Services, Inc. Common Stock S
Type:
Sell
Date
Sep 23, 2025
RBLX
Roblox Corporation Class A Common
Type:
Sell
Date
Sep 23, 2025
ROST
Ross Stores, Inc. - Common Stock
Type:
Sell
Date
Sep 23, 2025
SPGI
S&P Global Inc. Common Stock
Type:
Sell
Date
Sep 23, 2025
CRM
Salesforce, Inc. Common Stock (CRM) S
Type:
Sell
Date
Sep 23, 2025
SAP
SAP SE ADS
Type:
Sell
Date
Sep 23, 2025
SN
SharkNinja, Inc. Ordinary Shares (SN) S
Type:
Sell
Date
Sep 23, 2025
SHEL
Shell PLC American Depositary
Type:
Sell
Date
Sep 23, 2025
SPG
Simon Property Group, Inc. Common
Type:
Sell
Date
Sep 23, 2025
SO
Southern Company
Type:
Sell
Date
Sep 23, 2025
SPOT
Spotify Technology S.A. Ordinary
Type:
Sell
Date
Sep 10, 2025
SBUX
Starbucks Corporation - Common
Type:
Sell
Date
Sep 23, 2025
SNPS
Synopsys, Inc. - Common Stock
Type:
Sell
Date
Sep 23, 2025
TGT
Target Corporation Common Stock
Type:
Sell
Date
Sep 23, 2025
TSLA
Tesla, Inc. - Common Stock (TSLA)
Type:
Sell
Date
Sep 23, 2025
BK
The Bank of New York Mellon
Type:
Sell
Date
Sep 23, 2025
CI
The Cigna Group Common Stock (CI)
Type:
Sell
Date
Sep 23, 2025
HIG
The Hartford Insurance Group, Inc.
Type:
Sell
Date
Sep 23, 2025
TRV
The Travelers Companies, Inc.
Type:
Sell
Date
Sep 23, 2025
TT
Trane Technologies plc
Type:
Sell
Date
Sep 23, 2025
TDG
Transdigm Group Incorporated
Type:
Sell
Date
Sep 23, 2025
TSN
Tyson Foods, Inc. Common Stock
Type:
Sell
Date
Sep 23, 2025
USB
U.S. Bancorp Common Stock (USB)
Type:
Sell
Date
Sep 23, 2025
UBER
Uber Technologies, Inc. Common
Type:
Sell
Date
Sep 23, 2025
UCBJY
UCB SA UNSP/ADR
Type:
Sell
Date
Sep 23, 2025
ULTA
Ulta Beauty, Inc. - Common Stock
Type:
Sell
Date
Sep 23, 2025
UPS
United Parcel Service, Inc. Common
Type:
Sell
Date
Sep 23, 2025
URI
United Rentals, Inc. Common Stock
Type:
Sell
Date
Sep 23, 2025
UNH
UnitedHealth Group Incorporated
Type:
Sell
Date
Sep 23, 2025
DIS
Walt Disney Company
Type:
Sell
Date
Sep 23, 2025
WCN
Waste Connections, Inc. Common
Type:
Sell
Date
Sep 23, 2025
WSO
Watsco, Inc. Common Stock (WSO)
Type:
Sell
Date
Sep 23, 2025
WFC
Wells Fargo & Company Common
Type:
Sell
Date
Sep 23, 2025
WTW
Willis Towers Watson Public Limited
Type:
Sell
Date
Sep 23, 2025
HCA
HCA Healthcare, Inc. Common Stock
Type:
Sell
Date
Dec 27, 2024
HEI-A
Heico Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
HLT
Hilton Worldwide Holdings Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
IMO
Imperial Oil Limited Common Stock
Type:
Buy
Date
Oct 29, 2024
IR
Ingersoll Rand Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
IR
Ingersoll Rand Inc. Common Stock
Type:
Sell
Date
May 21, 2025
INTU
Intuit Inc. - Common Stock
Type:
Sell
Date
Feb 4, 2025
INTU
Intuit Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Oct 29, 2024
JCI
Johnson Controls International plc Ordinary Share
Type:
Buy
Date
Oct 29, 2024
JPM
JP Morgan Chase & Co. Common Stock
Type:
Buy
Date
Oct 29, 2024
KVUE
Kenvue Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
KDP
Keurig Dr Pepper Inc.
Type:
Buy
Date
Oct 29, 2024
KKR
KKR & Co. Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
KKR
KKR & Co. Inc. Common Stock
Type:
Buy
Date
Apr 2, 2025
KLAC
KLA Corporation - Common Stock
Type:
Buy
Date
Jul 28, 2025
LRCX
Lam Research Corporation - Common Stock
Type:
Sell
Date
Feb 4, 2025
LRCX
Lam Research Corporation - Common Stock
Type:
Buy
Date
Oct 29, 2024
LEN
Lennar Corporation Class A Common Stock
Type:
Buy
Date
Jun 26, 2025
LIN
Linde plc - Ordinary Shares
Type:
Buy
Date
Oct 29, 2024
LMT
Lockheed Martin Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
LOW
Lowe's Companies, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
LPLA
LPL Financial Holdings Inc. - Common Stock
Type:
Buy
Date
Mar 3, 2025
MTB
M&T Bank Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
MAR
Marriott International - Class A Common Stock
Type:
Buy
Date
Oct 29, 2024
MMC
Marsh & McLennan Companies, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
MLM
Martin Marietta Materials, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
MRVL
Marvell Technology, Inc. - Common Stock
Type:
Buy
Date
Feb 20, 2025
MA
Mastercard Incorporated Common Stock
Type:
Buy
Date
Oct 29, 2024
MELI
MercadoLibre, Inc. - Common Stock
Type:
Buy
Date
Mar 13, 2025
MRK
Merck & Company, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
Oct 29, 2024
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
Jun 6, 2025
MU
Micron Technology, Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Oct 29, 2024
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Jun 6, 2025
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Jun 9, 2025
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Jan 13, 2025
MCO
Moody's Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
MS
Morgan Stanley Common Stock
Type:
Buy
Date
Jan 24, 2025
MS
Morgan Stanley Common Stock
Type:
Sell
Date
Apr 2, 2025
MSI
Motorola Solutions, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
NGG
National Grid Transco, PLC National Grid PLC
Type:
Buy
Date
Oct 29, 2024
NFLX
Netflix, Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
NFLX
Netflix, Inc. - Common Stock
Type:
Buy
Date
Feb 4, 2025
NOC
Northrop Grumman Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
NVO
Novo Nordisk A/S Common Stock
Type:
Sell
Date
Oct 29, 2024
NTR
Nutrien Ltd. Common Shares
Type:
Buy
Date
Oct 29, 2024
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Oct 29, 2024
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Jan 14, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Jan 13, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Jun 9, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Jun 6, 2025
PG
Procter & Gamble Company
Type:
Sell
Date
Jul 2, 2025
BK
The Bank of New York Mellon Corporation Common Stock
Type:
Buy
Date
Jun 6, 2025
CI
The Cigna Group Common Stock
Type:
Buy
Date
Oct 29, 2024
HIG
The Hartford Insurance Group, Inc. Common Stock
Type:
Buy
Date
Jun 6, 2025
TRV
The Travelers Companies, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
TMO
Thermo Fisher Scientific Inc Common Stock
Type:
Buy
Date
Oct 29, 2024
TMO
Thermo Fisher Scientific Inc Common Stock
Type:
Buy
Date
Jun 6, 2025
TMO
Thermo Fisher Scientific Inc Common Stock
Type:
Sell
Date
Mar 3, 2025
VRSK
Verisk Analytics, Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
VRT
Vertiv Holdings, LLC Class A Common Stock
Type:
Buy
Date
Oct 29, 2024
V
Visa Inc.
Type:
Buy
Date
Oct 29, 2024
VMC
Vulcan Materials Company
Type:
Buy
Date
Oct 29, 2024
VMC
Vulcan Materials Company
Type:
Sell
Date
Jun 6, 2025
WBA
Walgreens Boots Alliance, Inc. - Common Stock
Type:
Sell
Date
Aug 27, 2025
DIS
Walt Disney Company
Type:
Buy
Date
Oct 29, 2024
WCN
Waste Connections, Inc. Common Shares
Type:
Buy
Date
Oct 29, 2024
WSO
Watsco, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
WFC
Wells Fargo & Company Common Stock
Type:
Buy
Date
Oct 29, 2024
WFC
Wells Fargo & Company Common Stock
Type:
Buy
Date
Jun 6, 2025
TT
Trane Technologies plc
Type:
Buy
Date
Oct 29, 2024
TDG
Transdigm Group Incorporated Common Stock
Type:
Buy
Date
Oct 29, 2024
TYL
Tyler Technologies, Inc. Common Stock
Type:
Buy
Date
Jun 6, 2025
TYL
Tyler Technologies, Inc. Common Stock
Type:
Buy
Date
Aug 7, 2025
TSN
Tyson Foods, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
USB
U.S. Bancorp Common Stock
Type:
Sell
Date
Oct 29, 2024
CVS
CVS Health Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
JCI
Johnson Controls International plc Ordinary Share
Type:
Sell
Date
Aug 19, 2025
JPM
JP Morgan Chase & Co. Common Stock
Type:
Sell
Date
Jul 2, 2025
JPM
JP Morgan Chase & Co. Common Stock
Type:
Buy
Date
Jan 24, 2025
JPM
JP Morgan Chase & Co. Common Stock
Type:
Sell
Date
Mar 13, 2025
JPM
JP Morgan Chase & Co. Common Stock
Type:
Sell
Date
Apr 15, 2025
KLAC
KLA Corporation - Common Stock
Type:
Sell
Date
Apr 29, 2025
KLAC
KLA Corporation - Common Stock
Type:
Buy
Date
Oct 29, 2024
KNX
Knight-Swift Transportation Holdings Inc.
Type:
Buy
Date
Jun 26, 2025
KR
Kroger Company
Type:
Buy
Date
Jul 28, 2025
NXPI
NXP Semiconductors N.V. - Common Stock
Type:
Buy
Date
Nov 18, 2024
PGR
Progressive Corporation
Type:
Buy
Date
Jun 6, 2025
QCOM
QUALCOMM Incorporated - Common Stock
Type:
Sell
Date
Feb 20, 2025
QCOM
QUALCOMM Incorporated - Common Stock
Type:
Buy
Date
Oct 29, 2024
PWR
Quanta Services, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
RRX
Regal Rexnord Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
RSG
Republic Services, Inc. Common Stock
Type:
Buy
Date
Jun 6, 2025
ROST
Ross Stores, Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
SO
Southern Company
Type:
Buy
Date
Oct 29, 2024
UBER
Uber Technologies, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
UBER
Uber Technologies, Inc. Common Stock
Type:
Sell
Date
Nov 18, 2024
UBER
Uber Technologies, Inc. Common Stock
Type:
Buy
Date
Aug 19, 2025
MMM
3M Company Common Stock
Type:
Sell
Date
Jul 28, 2025
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Sell
Date
Apr 15, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Apr 2, 2025
DOX
Amdocs Limited - Ordinary Shares
Type:
Buy
Date
Apr 15, 2025
AME
AMETEK, Inc.
Type:
Sell
Date
Jan 24, 2025
BRK-B
Berkshire Hathaway Inc. New Common Stock
Type:
Sell
Date
May 21, 2025
BRK-B
Berkshire Hathaway Inc. New Common Stock
Type:
Sell
Date
Jul 2, 2025
BRK-B
Berkshire Hathaway Inc. New Common Stock
Type:
Buy
Date
Oct 29, 2024
BNTX
BioNTech SE - American Depositary Shares
Type:
Sell
Date
Aug 7, 2025
BLK
BlackRock, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
BX
Blackstone Inc. Common Stock
Type:
Buy
Date
Apr 15, 2025
BX
Blackstone Inc. Common Stock
Type:
Sell
Date
Jun 6, 2025
BA
Boeing Company
Type:
Buy
Date
Oct 29, 2024
BKNG
Booking Holdings Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
DHR
Danaher Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
SRE
DBA Sempra Common Stock
Type:
Buy
Date
Oct 29, 2024
SRE
DBA Sempra Common Stock
Type:
Sell
Date
Jun 26, 2025
DE
Deere & Company Common Stock
Type:
Buy
Date
Oct 29, 2024
DEO
Diageo plc Common Stock
Type:
Buy
Date
Oct 29, 2024
ETN
Eaton Corporation, PLC Ordinary Shares
Type:
Buy
Date
Oct 29, 2024
EIX
Edison International Common Stock
Type:
Buy
Date
Oct 29, 2024
NTRS
Northern Trust Corporation - Common Stock
Type:
Buy
Date
Jul 28, 2025
ORCL
Oracle Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
ORCL
Oracle Corporation Common Stock
Type:
Sell
Date
Apr 15, 2025
ORLY
O'Reilly Automotive, Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
PCG
Pacific Gas & Electric Co. Common Stock
Type:
Buy
Date
Oct 29, 2024
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
Mar 13, 2025
PANW
Palo Alto Networks, Inc.
Type:
Sell
Date
Aug 19, 2025
PNR
Pentair plc. Ordinary Share
Type:
Buy
Date
Oct 29, 2024
PNC
PNC Financial Services Group, Inc.
Type:
Buy
Date
Oct 29, 2024
PG
Procter & Gamble Company
Type:
Buy
Date
Oct 29, 2024
SPGI
S&P Global Inc. Common Stock
Type:
Sell
Date
Oct 29, 2024
CRM
Salesforce, Inc. Common Stock
Type:
Buy
Date
Jun 26, 2025
SAP
SAP SE ADS
Type:
Buy
Date
Oct 29, 2024
NOW
ServiceNow, Inc. Common Stock
Type:
Buy
Date
Apr 15, 2025
NOW
ServiceNow, Inc. Common Stock
Type:
Sell
Date
Aug 19, 2025
SHEL
Shell PLC American Depositary Shares
Type:
Buy
Date
Oct 29, 2024
SHW
Sherwin-Williams Company
Type:
Buy
Date
Oct 29, 2024
SHW
Sherwin-Williams Company
Type:
Sell
Date
Jul 14, 2025
SIEGY
Siemens AG American Depositary Shares
Type:
Sell
Date
Feb 20, 2025
SIEGY
Siemens AG American Depositary Shares
Type:
Buy
Date
Oct 29, 2024
SNAP
Snap Inc. Class A Common Stock
Type:
Buy
Date
Feb 4, 2025
SPOT
Spotify Technology S.A. Ordinary Shares
Type:
Sell
Date
Mar 13, 2025
SNPS
Synopsys, Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
TSM
Taiwan Semiconductor Manufacturing Company Ltd.
Type:
Buy
Date
Oct 29, 2024
TSM
Taiwan Semiconductor Manufacturing Company Ltd.
Type:
Buy
Date
May 6, 2025
TGT
Target Corporation Common Stock
Type:
Buy
Date
Feb 4, 2025
URI
United Rentals, Inc. Common Stock
Type:
Buy
Date
Aug 7, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Sell
Date
May 6, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Buy
Date
Apr 15, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Sell
Date
Jan 24, 2025
USFD
US Foods Holding Corp. Common Stock
Type:
Buy
Date
Oct 29, 2024
WAB
Westinghouse Air Brake Technologies Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
WTW
Willis Towers Watson Public Limited Company - Ordinary Shares
Type:
Buy
Date
Oct 29, 2024
URI
United Rentals, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Buy
Date
Oct 29, 2024
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Buy
Date
Apr 29, 2025
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Sell
Date
Apr 2, 2025
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Buy
Date
Jul 14, 2025
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Buy
Date
Jul 2, 2025
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Buy
Date
Jan 13, 2025
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Buy
Date
Dec 27, 2024
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Buy
Date
Oct 29, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Oct 29, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Jan 13, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Jun 6, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Jul 2, 2025
AME
AMETEK, Inc.
Type:
Buy
Date
Oct 29, 2024
APH
Amphenol Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
APO
Apollo Global Management, Inc.
Type:
Buy
Date
Oct 29, 2024
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Jun 6, 2025
ARES
Ares Management Corporation Class A Common Stock
Type:
Buy
Date
Oct 29, 2024
ANET
Arista Networks, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
ANET
Arista Networks, Inc. Common Stock
Type:
Buy
Date
Dec 4, 2024
ANET
Arista Networks, Inc. Common Stock
Type:
Sell
Date
Apr 29, 2025
ANET
Arista Networks, Inc. Common Stock
Type:
Buy
Date
Jul 14, 2025
AJG
Arthur J. Gallagher & Co. Common Stock
Type:
Buy
Date
Oct 29, 2024
ASML
ASML Holding N.V. - New York Registry Shares
Type:
Buy
Date
Dec 27, 2024
ASML
ASML Holding N.V. - New York Registry Shares
Type:
Sell
Date
Jan 24, 2025
AZN
AstraZeneca PLC - American Depositary Shares
Type:
Buy
Date
Oct 29, 2024
AZO
AutoZone, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
BAC
Bank of America Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
BAC
Bank of America Corporation Common Stock
Type:
Buy
Date
Jun 6, 2025
BSX
Boston Scientific Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
BMY
Bristol-Myers Squibb Company Common Stock
Type:
Buy
Date
Oct 29, 2024
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Jun 6, 2025
BRO
Brown & Brown, Inc. Common Stock
Type:
Buy
Date
Jun 26, 2025
BF-B
Brown Forman Inc Class B Common Stock
Type:
Buy
Date
Jul 14, 2025
CDNS
Cadence Design Systems, Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
CNQ
Canadian Natural Resources Limited Common Stock
Type:
Buy
Date
Oct 29, 2024
CGEMY
Cap Gemini SA American Depositary Shares
Type:
Buy
Date
Oct 29, 2024
COF
Capital One Financial Corporation Common Stock
Type:
Buy
Date
Jun 6, 2025
CNC
Centene Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
CF
CF Industries Holdings, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
CTAS
Cintas Corporation - Common Stock
Type:
Buy
Date
Oct 29, 2024
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
CME
CME Group Inc. - Class A Common Stock
Type:
Buy
Date
May 21, 2025
KO
Coca-Cola Company
Type:
Buy
Date
Oct 29, 2024
CCEP
Coca-Cola Europacific Partners plc - Ordinary Shares
Type:
Buy
Date
Oct 29, 2024
CCEP
Coca-Cola Europacific Partners plc - Ordinary Shares
Type:
Sell
Date
Jun 26, 2025
CMCSA
Comcast Corporation - Class A
Type:
Buy
Date
Oct 29, 2024
COP
ConocoPhillips Common Stock
Type:
Buy
Date
Apr 29, 2025
CNSWF
CONSTELLATION SFTWRE INC
Type:
Buy
Date
Oct 29, 2024
CPRT
Copart, Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
CPRT
Copart, Inc. - Common Stock
Type:
Sell
Date
Aug 19, 2025
CRWV
CoreWeave, Inc. - Class A Common Stock
Type:
Buy
Date
Jun 6, 2025
COST
Costco Wholesale Corporation - Common Stock
Type:
Buy
Date
Oct 29, 2024
CCI
Crown Castle Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
CCK
Crown Holdings, Inc.
Type:
Buy
Date
Oct 29, 2024
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
ELV
Elevance Health, Inc. Common Stock
Type:
Sell
Date
Jan 13, 2025
LLY
Eli Lilly and Company Common Stock
Type:
Sell
Date
May 6, 2025
LLY
Eli Lilly and Company Common Stock
Type:
Buy
Date
Oct 29, 2024
EMR
Emerson Electric Company Common Stock
Type:
Buy
Date
Jul 14, 2025
XOM
Exxon Mobil Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
FDX
FedEx Corporation Common Stock
Type:
Buy
Date
Oct 29, 2024
IT
Gartner, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
IT
Gartner, Inc. Common Stock
Type:
Sell
Date
Jun 26, 2025
GE
GE Aerospace Common Stock
Type:
Buy
Date
Oct 29, 2024
GEV
GE Vernova Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
GEN
Gen Digital Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
GILD
Gilead Sciences, Inc. - Common Stock
Type:
Buy
Date
Oct 29, 2024
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Sell
Date
Jul 28, 2025
GSK
GSK plc American Depositary Shares
Type:
Buy
Date
Nov 18, 2024
HRB
H&R Block, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
HLN
Haleon plc American Depositary Shares
Type:
Buy
Date
Oct 29, 2024
HCA
HCA Healthcare, Inc. Common Stock
Type:
Buy
Date
Oct 29, 2024
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer