John R Thune

Following their disclosures vs. same money in SPY: -85.4 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	XL XLE other	$1K–$15K	2025-10-29	2026-05-13	PDF →
SELL	IC ICPAX mutual fund	$1K–$15K	2025-10-29	2026-05-13	PDF →
SELL	FD FDUIX mutual fund (joint)	$15K–$50K	2025-10-22	2026-05-13	PDF →
BUY	TR TRAIX mutual fund	$1K–$15K	2025-08-12	2026-05-13	PDF →
BUY	FT FTHSX mutual fund	$1K–$15K	2025-08-12	2026-05-13	PDF →
BUY	Virtus Blended All Asset 529 Class SD-A (CUS other	$1K–$15K	2025-06-06	2026-05-13	PDF →
SELL	PIMCO All Asset CL SD A CUSIP 83754S342 other	$1K–$15K	2025-06-06	2026-05-13	PDF →
BUY	Virtus Blended All Asset 529 Class SD-A (CUS other	$1K–$15K	2025-06-06	2026-05-13	PDF →
SELL	PIMCO All Asset CL SD A CUSIP 83754S342 other	$1K–$15K	2025-06-06	2026-05-13	PDF →
SELL	FK FKITX mutual fund (joint)	$1K–$15K	2025-02-26	2026-05-13	PDF →
BUY	FD FDUIX mutual fund (joint)	$15K–$50K	2025-02-26	2026-05-13	PDF →
BUY	TR TRAIX mutual fund (spouse)	$1K–$15K	2025-01-09	2026-05-13	PDF →
BUY	FT FTHSX mutual fund (spouse)	$1K–$15K	2025-01-09	2026-05-13	PDF →
BUY	MY MYFRX mutual fund (spouse)	$15K–$50K	2025-01-09	2026-05-13	PDF →
SELL	DO DODBX mutual fund (joint)	$50K–$100K	2024-09-20	2025-05-08	PDF →
BUY	VT VTV (joint)	$50K–$100K	2024-09-20	2025-05-08	PDF →
EXCHANGE	First Eagle Gold Fund (Exchanged) First Eagl other (spouse)	$1K–$15K	2024-09-19	2025-05-08	PDF →
EXCHANGE	First Eagle Gold Fund (Exchanged) First Eagl other	$1K–$15K	2024-09-19	2025-05-08	PDF →
EXCHANGE	First Eagle Global Fund Class A (Exchanged) other	$15K–$50K	2024-09-19	2025-05-08	PDF →
BUY	TR TRAIX mutual fund	$1K–$15K	2024-04-22	2025-05-08	PDF →
BUY	TR TRAIX mutual fund (joint)	$1K–$15K	2024-04-22	2025-05-08	PDF →
BUY	DO DODBX mutual fund (spouse)	$1K–$15K	2024-01-12	2025-05-08	PDF →
BUY	TR TRAIX mutual fund (spouse)	$1K–$15K	2024-01-12	2025-05-08	PDF →
BUY	TR TRAIX mutual fund (joint)	$1K–$15K	2023-12-29	2024-05-15	PDF →
BUY	TR TRAIX mutual fund (joint)	$1K–$15K	2023-12-05	2024-05-15	PDF →
BUY	TR TRAIX mutual fund (joint)	$1K–$15K	2023-06-23	2024-05-15	PDF →
BUY	JA JABAX mutual fund (joint)	$1K–$15K	2023-06-23	2024-05-15	PDF →
BUY	DO DODBX mutual fund (spouse)	$1K–$15K	2023-01-13	2024-05-15	PDF →
BUY	TR TRAIX mutual fund (spouse)	$1K–$15K	2023-01-13	2024-05-15	PDF →
BUY	XL XLE other (spouse)	$1K–$15K	2023-01-13	2024-05-15	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Thune 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
VT VTV		$98K	57.2%	+38.6%	May 2025	Sep 2024
SC SCHB		$51K	29.6%	+85.1%	May 2015	Nov 2020
SC SCHM		$18K	10.6%	+112.5%	May 2016	Mar 2020
ST STIP		$4K	2.6%	+15.8%	May 2023	Apr 2022

Filings 15 on file · every disclosure Thune has made