Daniel S Sullivan

Following their disclosures vs. same money in SPY: +61.7 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
SELL	GQ GQGIX mutual fund (child)	$1K–$15K	2025-12-08	2026-08-12	PDF →
SELL	CC CCALX mutual fund (child)	$1K–$15K	2025-12-08	2026-08-12	PDF →
BUY	EM EMXC (child)	$1K–$15K	2025-12-08	2026-08-12	PDF →
BUY	DF DFSTX mutual fund (child)	$1K–$15K	2025-12-08	2026-08-12	PDF →
SELL	CC CCALX mutual fund (joint)	$15K–$50K	2025-11-26	2026-08-12	PDF →
SELL	CC CCALX mutual fund (joint)	$15K–$50K	2025-11-26	2026-08-12	PDF →
SELL	PO POLIX mutual fund (joint)	$50K–$100K	2025-11-20	2026-08-12	PDF →
BUY	VO VONG (joint)	$100K–$250K	2025-11-20	2026-08-12	PDF →
BUY	CC CCALX mutual fund (joint)	$15K–$50K	2025-07-18	2026-08-12	PDF →
BUY	EM EMLP other (joint)	$15K–$50K	2025-07-18	2026-08-12	PDF →
BUY	QQ QQQ other (joint)	$50K–$100K	2025-07-18	2026-08-12	PDF →
SELL	GT GTCSX mutual fund (joint)	$100K–$250K	2025-07-18	2026-08-12	PDF →
SELL	GQ GQEIX mutual fund (joint)	$15K–$50K	2025-07-18	2026-08-12	PDF →
SELL	VN VNQ (joint)	$15K–$50K	2025-07-18	2026-08-12	PDF →
BUY	VB VB (joint)	$50K–$100K	2025-07-18	2026-08-12	PDF →
SELL	PO POLIX mutual fund (joint)	$50K–$100K	2025-02-24	2026-08-12	PDF →
BUY	VO VOO (joint)	$1K–$15K	2025-02-24	2026-08-12	PDF →
BUY	QQ QQQ other (joint)	$1K–$15K	2025-02-24	2026-08-12	PDF →
BUY	EA EAGL (joint)	$15K–$50K	2025-02-24	2026-08-12	PDF →
BUY	VN VNQ (joint)	$1K–$15K	2025-01-29	2026-08-12	PDF →
BUY	VB VB (joint)	$15K–$50K	2025-01-29	2026-08-12	PDF →
SELL	WC WCMIX mutual fund (joint)	$1K–$15K	2025-01-29	2026-08-12	PDF →
SELL	MALOX BlackRock Global Allocation Fund, Inc. other (joint)	$1K–$15K	2025-01-29	2026-08-12	PDF →
SELL	WC WCMIX mutual fund (joint)	$1K–$15K	2025-01-29	2026-08-12	PDF →
SELL	MALOX BlackRock Global Allocation Fund, Inc. other (joint)	$15K–$50K	2025-01-07	2026-08-12	PDF →
SELL	NA NARAX mutual fund (joint)	$1K–$15K	2025-01-07	2026-08-12	PDF →
SELL	BM BMVP (joint)	$1K–$15K	2025-01-07	2026-08-12	PDF →
SELL	AF AFTFX mutual fund (joint)	$1K–$15K	2025-01-07	2026-08-12	PDF →
BUY	VB VB (joint)	$15K–$50K	2025-01-07	2026-08-12	PDF →
BUY	VN VNQ (joint)	$1K–$15K	2025-01-07	2026-08-12	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Sullivan 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
VO VOO		$438K	32.9%	+34.3%	Aug 2023	Feb 2025
EA EAGL		$196K	14.7%	+16.2%	Aug 2025	Feb 2025
NV NVDA		$164K	12.3%	+1307.3%	Dec 2022	Nov 2022
VO VONG	recent	$155K	11.6%	-2.0%	Aug 2026	Nov 2025
VB VB	recent	$118K	8.9%	-5.7%	Aug 2026	Jul 2025
VE VEA		$46K	3.4%	+66.5%	Aug 2023	Nov 2022
EM EMXC	recent	$45K	3.4%	+43.8%	Aug 2025	Dec 2025
VN VNQ	recent	$40K	3.0%	+4.3%	Aug 2025	Jul 2025
ME META		$33K	2.5%	+427.6%	Dec 2022	Nov 2022
AM AMZN		$31K	2.3%	+186.2%	Dec 2022	Aug 2023
EF EFA		$23K	1.7%	+94.2%	Jul 2019	Dec 2018
VG VGT		$15K	1.2%	+135.8%	Aug 2023	Feb 2023
DI DIS		$15K	1.1%	+29.8%	Dec 2022	Nov 2022
LR LRCX		$7K	0.5%	+271.4%	Dec 2022	Aug 2023
AD ADBE		$4K	0.3%	-25.8%	Dec 2022	Nov 2022
ZT ZTS		$2K	0.2%	-56.1%	Dec 2022	Aug 2023

Filings 34 on file · every disclosure Sullivan has made