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.
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| SELL | GW GWW
|
$1K–$15K | 2026-07-13 | 2026-08-27 | PDF → |
| SELL | ST STE
|
$1K–$15K | 2026-07-13 | 2026-08-27 | PDF → |
| BUY | AM AMAT
|
$1K–$15K | 2026-07-13 | 2026-08-27 | PDF → |
| BUY | AM AMAT
|
$1K–$15K | 2026-06-18 | 2026-07-26 | PDF → |
| BUY | ME META
|
$1K–$15K | 2026-06-17 | 2026-07-26 | PDF → |
| BUY | MS MSFT
|
$1K–$15K | 2026-06-17 | 2026-07-26 | PDF → |
| BUY | MN MNST
|
$1K–$15K | 2026-06-17 | 2026-07-26 | PDF → |
| SELL | SP SPGI
|
$1K–$15K | 2026-06-17 | 2026-07-26 | PDF → |
| BUY | HC HCA
|
$1K–$15K | 2026-06-17 | 2026-07-26 | PDF → |
| BUY | HD HD
|
$1K–$15K | 2026-06-17 | 2026-07-26 | PDF → |
| BUY | SP SPCX
|
$1K–$15K | 2026-06-12 | 2026-07-26 | PDF → |
| SELL | CO COR
|
$1K–$15K | 2026-05-06 | 2026-06-19 | PDF → |
| BUY | GI GILD
|
$1K–$15K | 2026-05-06 | 2026-06-19 | PDF → |
| SELL | CA CAT
|
$1K–$15K | 2026-03-31 | 2026-04-30 | PDF → |
| BUY | AV AVGO
|
$1K–$15K | 2026-03-31 | 2026-04-30 | PDF → |
| BUY | CO COR
|
$1K–$15K | 2026-03-31 | 2026-04-30 | PDF → |
| BUY | AS ASML
|
$1K–$15K | 2026-03-31 | 2026-04-30 | PDF → |
| BUY | AX AXP
|
$1K–$15K | 2026-03-31 | 2026-04-30 | PDF → |
| BUY | CB CB
|
$1K–$15K | 2026-03-31 | 2026-04-30 | PDF → |
| BUY | HD HD
|
$1K–$15K | 2026-03-31 | 2026-04-30 | PDF → |
| BUY | GE GE
|
$1K–$15K | 2026-03-31 | 2026-04-30 | PDF → |
| BUY | GD GD
|
$1K–$15K | 2026-03-31 | 2026-04-30 | PDF → |
| BUY | MC MCD
|
$1K–$15K | 2026-03-31 | 2026-04-30 | PDF → |
| BUY | PA PANW
|
$1K–$15K | 2026-03-31 | 2026-04-30 | PDF → |
| SELL | QC QCOM
|
$15K–$50K | 2026-03-31 | 2026-04-30 | PDF → |
| SELL | CM CMI
|
$1K–$15K | 2026-03-31 | 2026-04-30 | PDF → |
| BUY | CO COR
|
$1K–$15K | 2026-03-23 | 2026-04-30 | PDF → |
| BUY | GD GD
|
$1K–$15K | 2026-03-23 | 2026-04-30 | PDF → |
| BUY | MN MNST
|
$1K–$15K | 2026-03-23 | 2026-04-30 | PDF → |
| BUY | MS MSI
|
$1K–$15K | 2026-03-23 | 2026-04-30 | PDF → |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Moskowitz 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 | |
|---|---|---|---|---|---|---|
DE DELL |
recent | $122K | 11.6% | +291.7% | Nov 2025 | Oct 2025 |
AD ADI |
$50K | 4.8% | +117.1% | Apr 2023 | Apr 2025 | |
CS CSCO |
recent | $46K | 4.4% | +46.8% | Nov 2025 | Oct 2025 |
NV NVDA |
$43K | 4.1% | +84.3% | Aug 2024 | Apr 2025 | |
GW GWW |
recent | $40K | 3.8% | +39.7% | Aug 2024 | Jul 2026 |
GO GOOG |
$38K | 3.6% | +97.1% | Jan 2024 | Nov 2024 | |
GS GS |
recent | $37K | 3.5% | +18.7% | Feb 2025 | Oct 2025 |
AV AVGO |
recent | $33K | 3.1% | -7.5% | Aug 2024 | Mar 2026 |
AX AXP |
recent | $32K | 3.0% | -8.9% | Nov 2025 | Mar 2026 |
JP JPM |
$26K | 2.4% | +65.6% | Aug 2024 | Nov 2024 | |
AM AMZN |
$21K | 2.0% | +33.5% | Aug 2024 | Apr 2025 | |
MR MRK |
$20K | 1.9% | +33.7% | Mar 2023 | Jan 2025 | |
LM LMT |
$20K | 1.9% | +26.4% | Aug 2024 | Apr 2025 | |
AT ATO |
recent | $20K | 1.9% | +26.1% | Aug 2024 | Dec 2025 |
CM CMI |
recent | $19K | 1.8% | +84.4% | Oct 2023 | Mar 2026 |
LL LLY |
$19K | 1.8% | +60.8% | Jan 2024 | Dec 2023 | |
LI LIN |
$18K | 1.7% | +15.3% | Aug 2024 | Apr 2025 | |
CO COST |
$17K | 1.6% | +48.0% | Mar 2023 | Dec 2023 | |
SO SO |
recent | $17K | 1.6% | +10.2% | Aug 2024 | Dec 2025 |
CB CB |
recent | $17K | 1.6% | +45.3% | Mar 2023 | Mar 2026 |
PA PANW |
recent | $17K | 1.6% | +117.9% | May 2026 | Mar 2026 |
EL ELV |
$16K | 1.5% | -13.3% | Aug 2024 | Mar 2025 | |
MS MSFT |
recent | $15K | 1.5% | +32.1% | Aug 2024 | Jun 2026 |
TM TMUS |
$15K | 1.5% | -21.0% | Jan 2024 | Nov 2024 | |
SP SPGI |
recent | $15K | 1.4% | +18.3% | Mar 2023 | Jun 2026 |
MC MCK |
recent | $15K | 1.4% | +28.7% | Feb 2025 | Dec 2025 |
BR BRK.B |
$14K | 1.3% | +21.2% | Aug 2024 | Nov 2024 | |
HD HD |
recent | $14K | 1.3% | -9.1% | Aug 2024 | Jun 2026 |
ME META |
recent | $14K | 1.3% | +21.0% | Jan 2024 | Jun 2026 |
MC MCD |
recent | $14K | 1.3% | -11.0% | Aug 2024 | Mar 2026 |
AM AMGN |
$12K | 1.2% | +59.9% | Aug 2024 | Apr 2025 | |
AB ABBV |
$12K | 1.2% | +56.5% | Feb 2025 | Apr 2025 | |
AA AAPL |
$12K | 1.1% | +54.4% | Aug 2024 | Feb 2024 | |
TJ TJX |
recent | $12K | 1.1% | +2.6% | Apr 2025 | Mar 2026 |
SN SNA |
$11K | 1.0% | +37.6% | Aug 2024 | Jul 2024 | |
V V |
$10K | 1.0% | +32.8% | Aug 2024 | Apr 2025 | |
IT ITW |
$9K | 0.9% | +22.0% | Mar 2023 | Apr 2025 | |
HC HCA |
recent | $9K | 0.9% | +20.3% | Jun 2025 | Jun 2026 |
JN JNJ |
recent | $9K | 0.9% | +88.4% | Aug 2024 | Oct 2025 |
AS ASML |
recent | $9K | 0.9% | +16.7% | May 2026 | Mar 2026 |
RO ROP |
recent | $9K | 0.8% | -16.5% | May 2023 | Feb 2026 |
MN MNST |
recent | $8K | 0.8% | +7.1% | May 2026 | Jun 2026 |
GE GE |
recent | $8K | 0.8% | +5.2% | May 2026 | Mar 2026 |
GD GD |
recent | $8K | 0.8% | +2.9% | May 2026 | Mar 2026 |
PE PEG |
recent | $8K | 0.7% | -4.0% | Mar 2023 | Dec 2025 |
RP RPM |
$7K | 0.7% | -10.4% | Aug 2024 | Apr 2025 | |
AM AMAT |
recent | $7K | 0.6% | -14.7% | Jul 2026 | Jul 2026 |
SY SYK |
$6K | 0.6% | -20.9% | Feb 2025 | Apr 2025 | |
TS TSM |
recent | $6K | 0.6% | +55.6% | Nov 2025 | Oct 2025 |
MA MA |
$5K | 0.5% | +31.7% | Aug 2024 | Jul 2024 | |
CA CAT |
recent | $5K | 0.5% | +110.9% | May 2025 | Mar 2026 |
SP SPCX |
recent | $5K | 0.5% | +28.0% | Jul 2026 | Jun 2026 |
GI GILD |
recent | $5K | 0.5% | +27.5% | Jun 2026 | May 2026 |
WE WEC |
$5K | 0.5% | +27.2% | Aug 2024 | Jul 2024 | |
NE NEE |
$4K | 0.4% | +9.7% | Mar 2023 | Apr 2025 | |
WM WM |
$4K | 0.4% | +11.5% | Aug 2024 | Jul 2024 | |
MS MSI |
recent | $4K | 0.4% | +11.2% | May 2026 | Mar 2026 |
GL GLDW |
$4K | 0.4% | +7.1% | Oct 2025 | Mar 2025 | |
HO HON |
$4K | 0.4% | +4.2% | May 2025 | Apr 2025 | |
PH PH |
recent | $4K | 0.4% | +3.6% | May 2026 | Mar 2026 |
PG PG |
$4K | 0.4% | -1.8% | Aug 2024 | Jul 2023 | |
CO COR |
recent | $4K | 0.3% | +7.1% | May 2026 | May 2026 |
MD MDLZ |
$4K | 0.3% | -7.0% | Aug 2024 | Jul 2024 | |
AC ACN |
recent | $3K | 0.3% | -23.4% | Aug 2024 | Mar 2026 |
LO LOW |
$3K | 0.3% | -14.1% | Aug 2024 | Jul 2024 | |
WS WST |
$3K | 0.3% | +35.1% | Jan 2024 | Feb 2025 | |
FD FDS |
$3K | 0.3% | -21.3% | Aug 2024 | Jul 2024 | |
BR BRO |
recent | $3K | 0.3% | -31.0% | Mar 2023 | Mar 2026 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2026-08-27 63d ago | 3 | PDF → |
| 2 | Annual | 2026-08-13 77d ago | — | PDF → |
| 3 | PTR | 2026-07-26 95d ago | 8 | PDF → |
| 4 | PTR | 2026-06-19 132d ago | 2 | PDF → |
| 5 | PTR | 2026-04-30 182d ago | 30 | PDF → |
| 6 | PTR | 2026-03-30 213d ago | 1 | PDF → |
| 7 | PTR | 2026-01-16 286d ago | 6 | PDF → |
| 8 | PTR | 2025-11-22 341d ago | 18 | PDF → |
| 9 | Annual | 2025-08-13 442d ago | — | PDF → |
| 10 | PTR | 2025-06-27 489d ago | 3 | PDF → |
| 11 | PTR | 2025-05-09 538d ago | 30 | PDF → |
| 12 | PTR | 2025-04-08 569d ago | 7 | PDF → |
| 13 | PTR | 2025-03-06 602d ago | 1 | PDF → |
| 14 | PTR | 2025-02-10 626d ago | 7 | PDF → |
| 15 | PTR | 2024-12-09 689d ago | 33 | PDF → |
| 16 | PTR | 2024-08-21 799d ago | 81 | PDF → |
| 17 | PTR | 2024-08-19 801d ago | 21 | PDF → |
| 18 | Annual | 2024-08-13 807d ago | — | PDF → |
| 19 | PTR | 2024-08-06 814d ago | 46 | PDF → |
| 20 | PTR | 2024-01-22 1011d ago | 19 | PDF → |
| 21 | PTR | 2023-10-12 1113d ago | 2 | PDF → |
| 22 | PTR | 2023-05-12 1266d ago | 5 | PDF → |
| 23 | PTR | 2023-04-12 1296d ago | 3 | PDF → |
| 24 | PTR | 2023-03-10 1329d ago | 16 | PDF → |
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.
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