Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Byron Donalds
Following their disclosures vs. same money in SPY: -21.9 pts
Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
Trades
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| BUY |  ZT ZTS
|
$1K–$15K | 2026-06-09 | 2026-07-15 | PDF → |
| SELL |  CD CDNS
|
$1K–$15K | 2026-06-05 | 2026-07-15 | PDF → |
| SELL |  MP MPWR
|
$1K–$15K | 2026-06-05 | 2026-07-15 | PDF → |
| SELL |  CM CMG
|
$1K–$15K | 2026-04-02 | 2026-05-13 | PDF → |
| BUY |  LL LLY
|
$1K–$15K | 2026-04-02 | 2026-05-13 | PDF → |
| SELL |  IN INTU
|
$1K–$15K | 2026-04-02 | 2026-05-13 | PDF → |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-04-02 | 2026-05-13 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-20 | 2026-04-08 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-03-20 | 2026-04-08 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-13 | 2026-04-08 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-02-10 | 2026-03-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-02-10 | 2026-03-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-02-10 | 2026-03-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-02-10 | 2026-03-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-01-08 | 2026-02-12 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-01-08 | 2026-02-12 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-01-08 | 2026-02-12 | 🔒 |
| BUY | 🔒Register for free to view | $50K–$100K | 2025-12-18 | 2026-01-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-12-04 | 2026-01-07 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-04 | 2026-01-07 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-24 | 2025-11-18 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-24 | 2025-11-18 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-24 | 2025-11-18 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-10-23 | 2025-11-18 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-09 | 2025-11-18 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-09 | 2025-11-18 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-09 | 2025-11-18 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-09 | 2025-11-18 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-09 | 2025-11-18 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-09 | 2025-11-18 | 🔒 |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 13, 2026) — our best estimate of what Donalds still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
 LR LRCX |
recent | $11K | 9.0% | +185.4% | Sep 2025 | Aug 2025 |
 AN ANET |
recent | $11K | 8.6% | +172.7% | Apr 2025 | Mar 2025 |
 V V |
recent | $8K | 6.9% | +9.5% | May 2025 | Oct 2025 |
 PG PGR |
recent | $8K | 6.6% | +3.9% | Apr 2025 | Oct 2025 |
 AV AVGO |
recent | $8K | 6.4% | +104.2% | Apr 2025 | Mar 2025 |
 FT FTNT |
recent | $8K | 6.2% | +95.7% | Mar 2025 | Oct 2025 |
 AP APH |
recent | $7K | 6.0% | +91.7% | May 2025 | Apr 2025 |
| 🔒Register for free to view | recent | $7K | 5.5% | +74.3% | Jan 2026 | Dec 2025 |
| 🔒Register for free to view | $6K | 4.6% | +44.9% | Nov 2024 | Oct 2024 | |
| 🔒Register for free to view | recent | $6K | 4.5% | +43.0% | Apr 2025 | Mar 2025 |
| 🔒Register for free to view | recent | $5K | 4.1% | +29.3% | May 2026 | Apr 2026 |
| 🔒Register for free to view | recent | $5K | 3.7% | +17.2% | Apr 2025 | Mar 2026 |
| 🔒Register for free to view | recent | $4K | 3.5% | +11.2% | May 2026 | Apr 2026 |
| 🔒Register for free to view | recent | $4K | 3.4% | +8.7% | Mar 2026 | Feb 2026 |
| 🔒Register for free to view | recent | $4K | 3.0% | -4.5% | Jul 2026 | Jun 2026 |
| 🔒Register for free to view | recent | $4K | 3.0% | -5.2% | Apr 2025 | Oct 2025 |
| 🔒Register for free to view | recent | $3K | 2.8% | -11.4% | Nov 2025 | Oct 2025 |
| 🔒Register for free to view | recent | $3K | 2.5% | -19.9% | Oct 2025 | Sep 2025 |
| 🔒Register for free to view | recent | $3K | 2.5% | -20.0% | Apr 2025 | Mar 2025 |
| 🔒Register for free to view | recent | $3K | 2.4% | -24.2% | Apr 2026 | Mar 2026 |
| 🔒Register for free to view | recent | $3K | 2.4% | -15.4% | Apr 2025 | Feb 2026 |
| 🔒Register for free to view | recent | $3K | 2.3% | +1.4% | Feb 2025 | Mar 2025 |
Filings 19 on file · every disclosure Donalds has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-08-13 31d ago | — | PDF → |
| 2 | PTR | 2026-07-15 60d ago | 3 | PDF → |
| 3 | PTR | 2026-05-13 123d ago | 4 | PDF → |
| 4 | PTR | 2026-04-08 158d ago | 3 | PDF → |
| 5 | PTR | 2026-03-06 191d ago | 4 | PDF → |
| 6 | PTR | 2026-02-12 213d ago | 3 | PDF → |
| 7 | PTR | 2026-01-07 249d ago | 3 | 🔒Register for free to view |
| 8 | PTR | 2025-11-18 299d ago | 11 | 🔒Register for free to view |
| 9 | PTR | 2025-10-07 341d ago | 9 | 🔒Register for free to view |
| 10 | PTR | 2025-09-05 373d ago | 3 | 🔒Register for free to view |
| 11 | Annual | 2025-08-13 396d ago | — | 🔒Register for free to view |
| 12 | PTR | 2025-05-24 477d ago | 4 | 🔒Register for free to view |
| 13 | PTR | 2025-04-14 517d ago | 25 | 🔒Register for free to view |
| 14 | PTR | 2025-03-25 537d ago | 4 | 🔒Register for free to view |
| 15 | PTR | 2025-02-10 580d ago | 7 | 🔒Register for free to view |
| 16 | PTR | 2024-11-07 675d ago | 4 | 🔒Register for free to view |
| 17 | Annual | 2024-08-13 761d ago | — | 🔒Register for free to view |
| 18 | Annual | 2023-08-11 1129d ago | — | 🔒Register for free to view |
| 19 | Annual | 2022-08-09 1496d ago | — | 🔒Register for free to view |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.