Donald Sternoff Beyer

Following their disclosures vs. same money in SPY: -35.9 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

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Beyer 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
MS MS		$66K	20.2%	+142.0%	Jun 2021	May 2021
IA IAU		$42K	12.8%	+137.3%	Feb 2020	Feb 2022
JP JPM		$31K	9.4%	+154.4%	Dec 2020	Feb 2022
CM CME		$20K	6.1%	+85.5%	Dec 2019	Jul 2020
KA KAI		$20K	6.0%	+52.6%	Jan 2021	Feb 2022
CD CDNS		$17K	5.3%	+119.4%	Apr 2021	Feb 2022
NV NVS		$15K	4.6%	+116.7%	Dec 2019	Feb 2022
TJ TJX		$15K	4.6%	+107.6%	Dec 2019	Feb 2022
DI DIS		$13K	3.9%	-23.1%	Dec 2019	Feb 2022
RE REGN		$11K	3.4%	+40.8%	Jun 2020	Feb 2022
CG CGNX		$11K	3.3%	-5.8%	Dec 2019	Feb 2022
CY CYRX		$11K	3.3%	-30.2%	Dec 2019	Feb 2022
GS GS		$10K	2.9%	+223.9%	Dec 2019	Feb 2022
ND NDAQ		$9K	2.8%	+75.3%	Dec 2019	Feb 2022
TG TGT		$9K	2.7%	+0.8%	Dec 2019	Feb 2022
PE PEP		$8K	2.3%	-9.6%	Dec 2019	Feb 2022
BR BRK.B		$7K	2.0%	+66.1%	Dec 2019	Feb 2022
IY IYZ		$6K	1.7%	+42.1%	Jan 2022	Dec 2021
IX IXJ		$5K	1.5%	+30.4%	Jan 2022	Dec 2021
CV CVS		$4K	1.2%	-3.5%	Jan 2022	Feb 2022

Filings 70 on file · every disclosure Beyer has made