Lisa Blunt Rochester

Following their disclosures vs. same money in SPY: -22.2 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	BN BND	$1K–$15K	2025-12-29	2026-05-15	PDF →
BUY	BN BND	$1K–$15K	2025-12-22	2026-05-15	PDF →
SELL	AG AGG	$15K–$50K	2025-12-09	2026-05-15	PDF →
SELL	AV AVDV	$1K–$15K	2025-12-09	2026-05-15	PDF →
BUY	BN BND	$1K–$15K	2025-12-09	2026-05-15	PDF →
BUY	BN BND	$1K–$15K	2025-11-10	2026-05-15	PDF →
BUY	BS BSV	$100K–$250K	2025-11-05	2026-05-15	PDF →
BUY	BS BSV	$1K–$15K	2025-11-04	2026-05-15	PDF →
SELL	BN BND	$1K–$15K	2025-11-04	2026-05-15	PDF →
SELL	BND - Vanguard Total Bond Market Index Fund	$100K–$250K	2025-11-04	2026-05-15	PDF →
BUY	XL XLRE real property	$1K–$15K	2025-10-20	2026-05-15	PDF →
SELL	IE IEMG	$1K–$15K	2025-10-01	2026-05-15	PDF →
SELL	VE VEA	$15K–$50K	2025-10-01	2026-05-15	PDF →
SELL	SP SPSB	$15K–$50K	2025-10-01	2026-05-15	PDF →
SELL	AV AVDV	$15K–$50K	2025-10-01	2026-05-15	PDF →
SELL	SP SPSB	$1K–$15K	2025-09-25	2026-05-15	PDF →
BUY	BN BND	$1K–$15K	2025-09-08	2026-05-15	PDF →
BUY	DC Home other	$500K–$1M	2025-08-25	2026-05-15	PDF →
SELL	SP SPSB	$1K–$15K	2025-08-14	2026-05-15	PDF →
BUY	XL XLRE real property	$1K–$15K	2025-08-12	2026-05-15	PDF →
BUY	BN BND	$1K–$15K	2025-08-12	2026-05-15	PDF →
SELL	AV AVDV	$1K–$15K	2025-07-17	2026-05-15	PDF →
SELL	SP SPLG	$1K–$15K	2025-07-17	2026-05-15	PDF →
SELL	VE VEA	$1K–$15K	2025-07-17	2026-05-15	PDF →
SELL	IE IEMG	$1K–$15K	2025-07-17	2026-05-15	PDF →
BUY	BN BND	$1K–$15K	2025-07-12	2026-05-15	PDF →
BUY	BN BND	$1K–$15K	2025-06-24	2026-05-15	PDF →
BUY	XL XLRE real property	$1K–$15K	2025-06-24	2026-05-15	PDF →
SELL	Seton Villa other	$250K–$500K	2025-06-20	2026-05-15	PDF →
BUY	DF DFAS	$1K–$15K	2025-04-14	2026-05-15	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Rochester 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
AG AGG	recent	$2.1M	70.0%	+3.2%	May 2025	Dec 2025
VE VEA	recent	$308K	10.1%	+30.1%	May 2025	Oct 2025
SP SPLG	recent	$191K	6.3%	+26.3%	May 2025	Jul 2025
BS BSV	recent	$161K	5.3%	-0.3%	May 2026	Nov 2025
BN BND	recent	$108K	3.5%	+1.8%	May 2025	Dec 2025
AV AVUV		$50K	1.6%	+27.7%	May 2025	Apr 2025
SP SPMD		$41K	1.3%	+16.4%	May 2025	Apr 2025
IE IEI		$33K	1.1%	+2.0%	May 2025	Oct 2024
DF DFAS		$12K	0.4%	+5.2%	May 2026	Apr 2025
VC VCIT		$4K	0.1%	+3.7%	May 2025	Apr 2024
VG VGIT		$4K	0.1%	+2.0%	May 2025	Oct 2024

Filings 7 on file · every disclosure Rochester has made