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 | 🔒Register for free to view | $1K–$15K | 2026-06-17 | 2026-07-26 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-06-17 | 2026-07-26 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-06-17 | 2026-07-26 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-06-17 | 2026-07-26 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-06-12 | 2026-07-26 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-05-06 | 2026-06-19 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-05-06 | 2026-06-19 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-03-31 | 2026-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-31 | 2026-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-31 | 2026-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-31 | 2026-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-31 | 2026-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-31 | 2026-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-31 | 2026-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-31 | 2026-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-31 | 2026-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-31 | 2026-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-31 | 2026-04-30 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2026-03-31 | 2026-04-30 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-03-31 | 2026-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-23 | 2026-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-23 | 2026-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-23 | 2026-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-23 | 2026-04-30 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 13, 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 | $141K | 13.4% | +350.0% | Nov 2025 | Oct 2025 |
CS CSCO |
recent | $47K | 4.5% | +49.2% | Nov 2025 | Oct 2025 |
AD ADI |
recent | $45K | 4.3% | +92.0% | Apr 2023 | Apr 2025 |
NV NVDA |
recent | $43K | 4.1% | +86.8% | Aug 2024 | Apr 2025 |
GS GS |
recent | $41K | 3.9% | +32.1% | Feb 2025 | Oct 2025 |
GO GOOG |
$40K | 3.8% | +105.4% | Jan 2024 | Nov 2024 | |
GW GWW |
recent | $38K | 3.6% | +33.3% | Aug 2024 | Jul 2026 |
| 🔒Register for free to view | recent | $33K | 3.2% | -4.8% | Aug 2024 | Mar 2026 |
| 🔒Register for free to view | recent | $33K | 3.1% | -6.9% | Nov 2025 | Mar 2026 |
| 🔒Register for free to view | $27K | 2.6% | +73.9% | Aug 2024 | Nov 2024 | |
| 🔒Register for free to view | recent | $21K | 2.0% | +34.6% | Aug 2024 | Apr 2025 |
| 🔒Register for free to view | $20K | 1.9% | +36.5% | Mar 2023 | Jan 2025 | |
| 🔒Register for free to view | recent | $20K | 1.9% | +93.2% | Oct 2023 | Mar 2026 |
| 🔒Register for free to view | $19K | 1.8% | -2.7% | Jan 2024 | Nov 2024 | |
| 🔒Register for free to view | recent | $19K | 1.8% | +21.4% | Aug 2024 | Dec 2025 |
| 🔒Register for free to view | recent | $16K | 1.6% | +5.8% | Aug 2024 | Apr 2025 |
| 🔒Register for free to view | $16K | 1.6% | -12.4% | Aug 2024 | Mar 2025 | |
| 🔒Register for free to view | recent | $16K | 1.6% | +5.2% | Aug 2024 | Apr 2025 |
| 🔒Register for free to view | recent | $16K | 1.6% | +4.9% | Aug 2024 | Dec 2025 |
| 🔒Register for free to view | $16K | 1.5% | +39.2% | Jan 2024 | Dec 2023 | |
| 🔒Register for free to view | recent | $16K | 1.5% | +38.2% | Mar 2023 | Mar 2026 |
| 🔒Register for free to view | $16K | 1.5% | +36.2% | Mar 2023 | Dec 2023 | |
| 🔒Register for free to view | recent | $15K | 1.4% | +28.0% | Jan 2024 | Jun 2026 |
| 🔒Register for free to view | recent | $14K | 1.4% | +23.3% | Aug 2024 | Jun 2026 |
| 🔒Register for free to view | recent | $14K | 1.4% | +82.6% | May 2026 | Mar 2026 |
| 🔒Register for free to view | recent | $14K | 1.3% | +8.1% | Mar 2023 | Jun 2026 |
| 🔒Register for free to view | recent | $14K | 1.3% | -10.3% | Aug 2024 | Mar 2026 |
| 🔒Register for free to view | recent | $14K | 1.3% | +18.1% | Feb 2025 | Dec 2025 |
| 🔒Register for free to view | recent | $14K | 1.3% | -11.7% | Aug 2024 | Jun 2026 |
| 🔒Register for free to view | $13K | 1.3% | +14.5% | Aug 2024 | Nov 2024 | |
| 🔒Register for free to view | $12K | 1.1% | +49.2% | Aug 2024 | Feb 2024 | |
| 🔒Register for free to view | $11K | 1.1% | +45.3% | Aug 2024 | Jul 2024 | |
| 🔒Register for free to view | recent | $11K | 1.0% | +40.7% | Feb 2025 | Apr 2025 |
| 🔒Register for free to view | recent | $11K | 1.0% | -6.5% | Apr 2025 | Mar 2026 |
| 🔒Register for free to view | recent | $10K | 1.0% | +33.5% | Aug 2024 | Apr 2025 |
| 🔒Register for free to view | recent | $10K | 0.9% | +22.8% | Aug 2024 | Apr 2025 |
| 🔒Register for free to view | recent | $9K | 0.9% | +19.2% | May 2026 | Mar 2026 |
| 🔒Register for free to view | recent | $9K | 0.9% | +18.5% | Mar 2023 | Apr 2025 |
| 🔒Register for free to view | recent | $9K | 0.9% | +84.6% | Aug 2024 | Oct 2025 |
| 🔒Register for free to view | recent | $9K | 0.8% | +13.1% | May 2026 | Mar 2026 |
| 🔒Register for free to view | recent | $9K | 0.8% | +10.9% | Jun 2025 | Jun 2026 |
| 🔒Register for free to view | recent | $8K | 0.8% | +3.4% | May 2026 | Mar 2026 |
| 🔒Register for free to view | recent | $8K | 0.8% | +1.8% | May 2026 | Jun 2026 |
| 🔒Register for free to view | recent | $8K | 0.7% | -4.1% | Mar 2023 | Dec 2025 |
| 🔒Register for free to view | recent | $8K | 0.7% | -26.3% | May 2023 | Feb 2026 |
| 🔒Register for free to view | recent | $7K | 0.7% | -6.4% | Jul 2026 | Jul 2026 |
| 🔒Register for free to view | recent | $7K | 0.7% | -9.6% | Aug 2024 | Apr 2025 |
| 🔒Register for free to view | recent | $6K | 0.6% | +53.4% | Nov 2025 | Oct 2025 |
| 🔒Register for free to view | recent | $6K | 0.6% | +142.0% | May 2025 | Mar 2026 |
| 🔒Register for free to view | recent | $6K | 0.5% | -28.3% | Feb 2025 | Apr 2025 |
| 🔒Register for free to view | $5K | 0.5% | +22.9% | Aug 2024 | Jul 2024 | |
| 🔒Register for free to view | $5K | 0.4% | +21.2% | Aug 2024 | Jul 2024 | |
| 🔒Register for free to view | recent | $4K | 0.4% | +15.1% | Jun 2026 | May 2026 |
| 🔒Register for free to view | recent | $4K | 0.4% | +11.4% | Mar 2023 | Apr 2025 |
| 🔒Register for free to view | recent | $4K | 0.4% | +8.0% | May 2026 | Mar 2026 |
| 🔒Register for free to view | recent | $4K | 0.4% | +7.3% | May 2026 | Mar 2026 |
| 🔒Register for free to view | $4K | 0.4% | +7.1% | Oct 2025 | Mar 2025 | |
| 🔒Register for free to view | $4K | 0.4% | +5.7% | Aug 2024 | Jul 2024 | |
| 🔒Register for free to view | recent | $4K | 0.4% | -3.9% | May 2025 | Apr 2025 |
| 🔒Register for free to view | $4K | 0.3% | -6.2% | Aug 2024 | Jul 2024 | |
| 🔒Register for free to view | recent | $4K | 0.3% | +6.2% | May 2026 | May 2026 |
| 🔒Register for free to view | $3K | 0.3% | -9.9% | Aug 2024 | Jul 2023 | |
| 🔒Register for free to view | $3K | 0.3% | -14.8% | Aug 2024 | Jul 2024 | |
| 🔒Register for free to view | recent | $3K | 0.3% | -30.6% | Mar 2023 | Mar 2026 |
| 🔒Register for free to view | $3K | 0.3% | +15.9% | Jan 2024 | Feb 2025 | |
| 🔒Register for free to view | $3K | 0.2% | -34.6% | Aug 2024 | Jul 2024 | |
| 🔒Register for free to view | recent | $3K | 0.2% | -42.1% | Aug 2024 | Mar 2026 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2026-08-27 17d ago | 3 | PDF → |
| 2 | Annual | 2026-08-13 31d ago | — | PDF → |
| 3 | PTR | 2026-07-26 49d ago | 8 | PDF → |
| 4 | PTR | 2026-06-19 86d ago | 2 | PDF → |
| 5 | PTR | 2026-04-30 136d ago | 30 | PDF → |
| 6 | PTR | 2026-03-30 167d ago | 1 | PDF → |
| 7 | PTR | 2026-01-16 240d ago | 6 | 🔒Register for free to view |
| 8 | PTR | 2025-11-22 295d ago | 18 | 🔒Register for free to view |
| 9 | Annual | 2025-08-13 396d ago | — | 🔒Register for free to view |
| 10 | PTR | 2025-06-27 443d ago | 3 | 🔒Register for free to view |
| 11 | PTR | 2025-05-09 492d ago | 30 | 🔒Register for free to view |
| 12 | PTR | 2025-04-08 523d ago | 7 | 🔒Register for free to view |
| 13 | PTR | 2025-03-06 556d ago | 1 | 🔒Register for free to view |
| 14 | PTR | 2025-02-10 580d ago | 7 | 🔒Register for free to view |
| 15 | PTR | 2024-12-09 643d ago | 33 | 🔒Register for free to view |
| 16 | PTR | 2024-08-21 753d ago | 81 | 🔒Register for free to view |
| 17 | PTR | 2024-08-19 755d ago | 21 | 🔒Register for free to view |
| 18 | Annual | 2024-08-13 761d ago | — | 🔒Register for free to view |
| 19 | PTR | 2024-08-06 768d ago | 46 | 🔒Register for free to view |
| 20 | PTR | 2024-01-22 965d ago | 19 | 🔒Register for free to view |
| 21 | PTR | 2023-10-12 1067d ago | 2 | 🔒Register for free to view |
| 22 | PTR | 2023-05-12 1220d ago | 5 | 🔒Register for free to view |
| 23 | PTR | 2023-04-12 1250d ago | 3 | 🔒Register for free to view |
| 24 | PTR | 2023-03-10 1283d ago | 16 | 🔒Register for free to view |
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.