James Comer

Following their disclosures vs. same money in SPY: -112.9 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
SELL	VR VRSN	$1K–$15K	2025-07-03	2025-08-11	PDF →
SELL	CR CRM	$1K–$15K	2025-07-03	2025-08-11	PDF →
SELL	MR MRVL	$1K–$15K	2025-07-03	2025-08-11	PDF →
SELL	HD HD	$1K–$15K	2025-07-03	2025-08-11	PDF →
SELL	DO DOV	$1K–$15K	2025-07-03	2025-08-11	PDF →
SELL	CH CHDN	$1K–$15K	2025-07-03	2025-08-11	PDF →
SELL	AV AVGO	$1K–$15K	2025-07-03	2025-08-11	PDF →
SELL	T T	$1K–$15K	2025-07-03	2025-08-11	PDF →
SELL	AN ANET	$1K–$15K	2025-07-03	2025-08-11	PDF →
SELL	PY PYPL	$1K–$15K	2025-07-03	2025-08-11	PDF →
SELL	TT TTD	$1K–$15K	2025-02-04	2025-02-11	PDF →
BUY	PL PLTR	$1K–$15K	2025-01-21	2025-02-11	PDF →
BUY	MR MRVL	$1K–$15K	2025-01-21	2025-02-11	PDF →
BUY	BL BLK	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	AV AVGO	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	CH CHDN	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	CO COST	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	DO DOV	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	HD HD	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	MS MSFT	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	PA PANW	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	NV NVDA	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	T T	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	PY PYPL	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	CR CRM	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	SO SOFI	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	TT TTD	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	NF NFLX	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	AN ANET	$1K–$15K	2025-01-02	2025-01-10	PDF →
BUY	AP APH	$1K–$15K	2025-01-02	2025-01-10	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Comer 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
AP APH		$9K	12.7%	+139.6%	Jan 2025	Jan 2025
PA PANW		$9K	12.4%	+135.1%	Jan 2025	Jan 2025
GO GOOG		$7K	8.9%	+68.3%	Jan 2025	Jan 2025
PL PLTR		$6K	8.9%	+67.7%	Feb 2025	Jan 2025
NV NVDA		$6K	8.6%	+61.9%	Jan 2025	Jan 2025
AA AAPL		$6K	7.8%	+47.7%	Jan 2025	Jan 2025
MS MSFT		$5K	6.8%	+29.0%	Jan 2025	Jan 2025
BL BLK		$5K	6.6%	+25.1%	Jan 2025	Jan 2025
SO SOFI		$5K	6.4%	+21.8%	Jan 2025	Jan 2025
AM AMZN		$5K	6.2%	+16.5%	Jan 2025	Jan 2025
CO COST		$4K	5.7%	+7.3%	Jan 2025	Jan 2025
UB UBER		$4K	5.2%	-0.7%	Jan 2025	Jan 2025
NF NFLX		$3K	3.9%	-26.2%	Jan 2025	Jan 2025

Filings 15 on file · every disclosure Comer has made