John Curtis

Following their disclosures vs. same money in SPY: +3.3 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	FV FVD other	$100K–$250K	2025-12-18	2026-07-14	PDF →
BUY	RE RECS	$100K–$250K	2025-12-18	2026-07-14	PDF →
BUY	RD RDVY	$50K–$100K	2025-12-18	2026-07-14	PDF →
BUY	DI DIVI	$50K–$100K	2025-12-18	2026-07-14	PDF →
BUY	FL FLQM	$1K–$15K	2025-12-18	2026-07-14	PDF →
BUY	JP JPUS	$50K–$100K	2025-12-18	2026-07-14	PDF →
SELL	PC PCBIX mutual fund	$100K–$250K	2025-12-18	2026-07-14	PDF →
SELL	SP SPY	$100K–$250K	2025-12-18	2026-07-14	PDF →
SELL	LV LVHI	$100K–$250K	2025-12-18	2026-07-14	PDF →
BUY	NF NFFFX mutual fund	$1K–$15K	2025-12-18	2026-07-14	PDF →
BUY	PS PSC	$100K–$250K	2025-12-18	2026-07-14	PDF →
SELL	QQ QQQM	$15K–$50K	2025-12-18	2026-07-14	PDF →
BUY	CG CGGO	$1K–$15K	2025-12-18	2026-07-14	PDF →
BUY	BK BKGI	$100K–$250K	2025-12-18	2026-07-14	PDF →
SELL	FE FELC (spouse)	$1K–$15K	2025-11-04	2026-07-14	PDF →
SELL	PC PCBIX mutual fund	$1K–$15K	2025-11-04	2026-07-14	PDF →
BUY	RDVY - First Trust Rising Dividend Achievers (spouse)	$1K–$15K	2025-11-04	2026-07-14	PDF →
BUY	FV FVD other (spouse)	$1K–$15K	2025-11-04	2026-07-14	PDF →
BUY	SC SCIEX mutual fund (spouse)	$1K–$15K	2025-11-04	2026-07-14	PDF →
BUY	AM AMEFX mutual fund (spouse)	$1K–$15K	2025-11-04	2026-07-14	PDF →
BUY	QQ QQQM (spouse)	$1K–$15K	2025-11-04	2026-07-14	PDF →
BUY	LV LVHI (spouse)	$1K–$15K	2025-11-04	2026-07-14	PDF →
BUY	CG CGGO (spouse)	$1K–$15K	2025-11-04	2026-07-14	PDF →
BUY	SP SPY (spouse)	$1K–$15K	2025-11-04	2026-07-14	PDF →
BUY	RD RDVY	$50K–$100K	2025-11-04	2026-07-14	PDF →
BUY	FV FVD other	$100K–$250K	2025-11-04	2026-07-14	PDF →
BUY	SC SCIEX mutual fund	$1K–$15K	2025-11-04	2026-07-14	PDF →
BUY	AM AMEFX mutual fund	$15K–$50K	2025-11-04	2026-07-14	PDF →
SELL	CG CGDV (spouse)	$1K–$15K	2025-11-04	2026-07-14	PDF →
BUY	SP SPY	$100K–$250K	2025-11-04	2026-07-14	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Curtis 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
IV IVV		$467K	53.7%	+21.1%	Aug 2025	Feb 2025
RD RDVY	recent	$140K	16.1%	-1.0%	Jul 2026	Dec 2025
CG CGGO	recent	$75K	8.6%	-4.4%	Jul 2026	Dec 2025
AM AMD		$42K	4.8%	+642.6%	Jul 2021	Dec 2023
TL TLT		$27K	3.1%	-2.7%	Aug 2025	Feb 2025
HL HLT		$17K	1.9%	+186.9%	Jul 2021	Dec 2023
C C		$11K	1.3%	+134.8%	Aug 2020	Jan 2022
CS CSX		$9K	1.1%	+83.4%	Aug 2020	Dec 2023
VL VLO		$9K	1.0%	+221.2%	Jul 2021	Dec 2023
BR BRK.B		$8K	0.9%	+69.0%	Mar 2023	Dec 2023
SC SCHF		$7K	0.8%	+84.7%	Aug 2022	Jul 2022
MS MS		$6K	0.7%	+138.7%	Feb 2022	Jun 2022
AZ AZO		$6K	0.7%	+37.1%	Jul 2022	Dec 2023
CA CAT		$6K	0.7%	+283.6%	Nov 2021	Dec 2023
TM TMUS		$5K	0.6%	+16.0%	Jul 2021	Dec 2023
DL DLTR		$5K	0.6%	+28.0%	Jul 2021	Jun 2021
SH SHW		$5K	0.6%	+20.8%	Sep 2021	Dec 2023
KL KLAC		$4K	0.5%	+296.0%	Nov 2021	Dec 2023
SP SPY	recent	$4K	0.5%	+2.3%	Jul 2026	Dec 2025
EW EW		$4K	0.4%	+16.8%	May 2023	Dec 2023
GS GS		$3K	0.4%	+248.4%	Jul 2022	Dec 2023
PA PANW		$3K	0.3%	+233.2%	Oct 2023	Dec 2023
ST STZ		$2K	0.3%	-41.2%	Jul 2021	Dec 2023
ZT ZTS		$2K	0.3%	-48.9%	Jul 2022	Dec 2023

Filings 42 on file · every disclosure Curtis has made