Dwight Evans

Following their disclosures vs. same money in SPY: +97.3 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	GD GD	$1K–$15K	2026-06-10	2026-06-24	PDF →
SELL	IN INTC	$1K–$15K	2026-06-10	2026-06-24	PDF →
SELL	AM AMT	$1K–$15K	2026-05-11	2026-05-15	PDF →
SELL	TM TMO	$1K–$15K	2026-05-07	2026-05-15	PDF →
SELL	IN INTC	$1K–$15K	2026-05-07	2026-05-15	PDF →
SELL	PW PWR	$1K–$15K	2026-05-07	2026-05-15	PDF →
SELL	CV CVS	$1K–$15K	2025-11-21	2026-05-15 LATE	PDF →
SELL	MU MU	$15K–$50K	2026-03-24	2026-04-20	PDF →
SELL	AW AWK	$1K–$15K	2025-11-21	2025-12-19	PDF →
SELL	AP APO	$1K–$15K	2025-11-21	2025-12-19	PDF →
SELL	CV CVS	$1K–$15K	2025-11-21	2025-12-19	PDF →
SELL	MS MSFT	$1K–$15K	2025-11-21	2025-12-19	PDF →
BUY	NV NVDA	$1K–$15K	2025-11-21	2025-12-19	PDF →
SELL	BA BABAF	$1K–$15K	2025-11-21	2025-12-19	PDF →
SELL	GO GOOGL	$15K–$50K	2025-10-10	2025-10-30	PDF →
SELL	KD KD	$224	2025-10-10	2025-10-30	PDF →
SELL	PW PWR	$1K–$15K	2025-04-03	2025-04-17	PDF →
SELL	AM AMT	$1K–$15K	2025-04-03	2025-04-17	PDF →
SELL	OK OKE	$1K–$15K	2025-04-03	2025-04-17	PDF →
BUY	NV NVDA	$1K–$15K	2025-04-03	2025-04-17	PDF →
BUY	AM AMZN	$1K–$15K	2025-04-03	2025-04-17	PDF →
BUY	IB IBM	$1K–$15K	2025-04-03	2025-04-17	PDF →
BUY	IN INTC	$1K–$15K	2025-04-03	2025-04-17	PDF →
SELL	NO NOW	$1K–$15K	2025-04-03	2025-04-17	PDF →
SELL	WM WMB	$1K–$15K	2025-04-03	2025-04-17	PDF →
SELL	AB ABBV	$1K–$15K	2025-04-03	2025-04-17	PDF →
BUY	GO GOOGL	$1K–$15K	2025-04-03	2025-04-17	PDF →
SELL	NE NEE	$1K–$15K	2025-04-03	2025-04-17	PDF →
SELL	KM KMI	$1K–$15K	2025-04-03	2025-04-17	PDF →
SELL	TS TSLA	$1K–$15K	2024-10-29	2025-04-02 LATE	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Evans 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
GO GOOG		$183K	27.6%	+569.9%	May 2017	Dec 2016
GO GOOGL	recent	$103K	15.6%	+384.5%	Sep 2018	Oct 2025
WM WMB		$31K	4.7%	+371.7%	Sep 2020	Apr 2025
AP APO	recent	$27K	4.0%	+279.0%	May 2019	Nov 2025
HI HII		$26K	3.9%	+42.3%	Nov 2017	Dec 2020
AA AAPL		$25K	3.8%	+547.0%	Sep 2018	Aug 2018
IN INTC	recent	$25K	3.7%	+303.5%	May 2017	Jun 2026
SU SU		$24K	3.7%	+530.0%	Apr 2020	Mar 2020
XO XOM		$21K	3.2%	+453.0%	Apr 2020	Mar 2020
CG CG		$21K	3.2%	+110.2%	May 2019	May 2021
AM AMZN		$20K	3.1%	+204.4%	May 2017	Apr 2025
IB IBM		$14K	2.2%	+86.4%	Dec 2020	Apr 2025
JP JPM		$14K	2.1%	+268.2%	Sep 2018	Aug 2018
PW PWR	recent	$14K	2.1%	+575.0%	Jul 2021	May 2026
NV NVDA	recent	$13K	2.0%	+70.0%	Apr 2025	Nov 2025
TS TSLA		$13K	2.0%	+129.1%	Sep 2020	Oct 2024
AZ AZN		$12K	1.8%	+213.8%	May 2017	Dec 2016
OK OKE		$8K	1.2%	+93.9%	Nov 2017	Apr 2025
LM LMT		$7K	1.1%	+90.1%	Jul 2021	May 2021
NO NOK		$7K	1.0%	+74.3%	Jul 2017	May 2017
KM KMI		$6K	0.9%	+131.2%	Nov 2017	Apr 2025
RT RTX		$5K	0.8%	+258.4%	Apr 2020	Nov 2022
SR SRLN		$5K	0.7%	+23.7%	Dec 2021	Nov 2021
BA BABA		$5K	0.7%	-38.7%	Sep 2018	Oct 2019
MS MSFT	recent	$5K	0.7%	+401.4%	Sep 2018	Nov 2025
SR SRE		$5K	0.7%	+18.8%	Nov 2022	Nov 2022
FN FNI		$4K	0.7%	+11.6%	Nov 2017	Oct 2017
NE NEE		$4K	0.6%	+139.0%	Sep 2018	Apr 2025
KD KD	recent	$4K	0.6%	+9.7%	Jul 2023	Oct 2025
AD ADRE		$3K	0.5%	-11.2%	Nov 2017	Oct 2017
DE DEO		$3K	0.4%	-17.6%	Nov 2019	Jul 2020
AB ABBV		$2K	0.4%	+135.2%	Aug 2022	Apr 2025
GD GD	recent	$2K	0.4%	+63.3%	Apr 2022	Jun 2026

Filings 38 on file · every disclosure Evans has made