John James

Following their disclosures vs. same money in SPY: -8.0 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
BUY	SP SPCX other	$15K–$50K	2026-06-12	2026-07-12	PDF →
SELL	MS MS	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	NE NEE	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	NO NOC	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	MD MDLZ	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	NV NVDA	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	PK PKG	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	PH PH	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	PE PEP	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	PN PNC	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	NV NVO	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	OT OTIS	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	LM LMT	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	MU MU	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	MC MCHP	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	ME META	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	MR MRK	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	MD MDT	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	MC MCD	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	MR MRVL	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	MM MMC	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	PP PPG	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	LI LIN	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	LR LRCX	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	KL KLAC	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	MS MSFT	$15K–$50K	2024-09-04	2024-09-06	PDF →
SELL	PG PG	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	TM TMO	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	PE PEG	$1K–$15K	2024-09-04	2024-09-06	PDF →
SELL	WA WAB	$1K–$15K	2024-09-04	2024-09-06	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what James 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
CA CAH		$8K	14.4%	+119.1%	Sep 2024	Sep 2024
NV NVDA		$8K	13.2%	+99.8%	Sep 2024	Sep 2024
XO XOM		$7K	11.3%	+68.1%	Sep 2024	Nov 2023
EA EA		$6K	9.5%	+44.3%	Sep 2024	Sep 2024
ET ETN		$5K	9.3%	+38.9%	Sep 2024	Nov 2023
AL ALLE		$5K	9.0%	+34.9%	Sep 2024	Nov 2023
AP APD		$5K	7.8%	+17.5%	Sep 2024	Sep 2024
IT ITW		$4K	7.8%	+16.0%	Sep 2024	Nov 2023
LV LVS		$4K	6.6%	-2.3%	Sep 2024	Nov 2023
CC CCI		$3K	6.0%	-12.9%	Sep 2024	Sep 2024
EL ELV		$3K	5.0%	-23.6%	Sep 2024	Sep 2024

Filings 6 on file · every disclosure James has made