Lisa McClain

Following their disclosures vs. same money in SPY: +6.7 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	IB IBRX	$1K–$15K	2026-09-30	2026-10-12	PDF →
BUY	MS MSFT	$1K–$15K	2026-09-30	2026-10-12	PDF →
SELL	ST STX	$15K–$50K	2026-09-30	2026-10-12	PDF →
BUY	CA CAT	$1K–$15K	2026-09-28	2026-10-12	PDF →
BUY	IB IBRX	$1K–$15K	2026-09-28	2026-10-12	PDF →
BUY	CA CACI	$15K–$50K	2026-09-14	2026-10-12	PDF →
BUY	NG NG	$1K–$15K	2026-09-14	2026-10-12	PDF →
BUY	OL OLN	$15K–$50K	2026-09-14	2026-10-12	PDF →
BUY	RI RIG	$15K–$50K	2026-09-14	2026-10-12	PDF →
BUY	Saronic Technologies stock (private)	$50K–$100K	2026-07-15	2026-08-05	PDF →
BUY	BB BBAI	$15K–$50K	2026-02-06	2026-03-04	PDF →
BUY	BB BBAI	$1K–$15K	2026-02-04	2026-03-04	PDF →
BUY	Apptronik stock (private)	$50K–$100K	2026-01-12	2026-02-11	PDF →
BUY	xAI stock (private)	$100K–$250K	2025-12-15	2026-01-07	PDF →
SELL	WR WRB	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	SO SONY	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	SG SGI	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	SL SLB	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	BR BRK.B	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	WM WMT	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	AB ABBV	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	AV AVB	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	WY WYNN	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	SB SBCF	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	V V	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	SA SAIC	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	VS VST	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	WS WSFS	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	BA BAX	$1K–$15K	2025-10-31	2025-11-21	PDF →
SELL	BA BAC	$1K–$15K	2025-10-31	2025-11-21	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what McClain 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
TS TSM	recent	$174K	18.6%	+83.2%	Aug 2025	Oct 2025
PL PLTR	recent	$171K	18.4%	+9.0%	Aug 2025	Oct 2025
NV NVDA	recent	$169K	18.1%	+18.4%	Aug 2025	Oct 2025
ST STX	recent	$59K	6.4%	+209.8%	Oct 2025	Sep 2026
BB BBAI	recent	$38K	4.1%	-34.7%	Sep 2025	Feb 2026
TS TSLA	recent	$37K	4.0%	+14.1%	Aug 2025	Oct 2025
RI RIG	recent	$33K	3.5%	+18.8%	Oct 2026	Sep 2026
OL OLN	recent	$30K	3.3%	+10.8%	Oct 2026	Sep 2026
CA CACI	recent	$30K	3.2%	+9.3%	Nov 2025	Sep 2026
VR VRE	recent	$25K	2.7%	+6.2%	Aug 2025	Jun 2025
AM AMD	recent	$14K	1.5%	+181.2%	Aug 2025	Oct 2025
GO GOOGL	recent	$8K	0.9%	+26.8%	Aug 2025	Oct 2025
XO XOM	recent	$7K	0.8%	+62.5%	Aug 2025	Oct 2025
TR TRGP	recent	$7K	0.8%	+88.8%	Aug 2025	Jul 2025
OV OVV	recent	$7K	0.8%	+83.7%	Aug 2025	Jun 2025
IB IBRX	recent	$7K	0.7%	-10.1%	Oct 2026	Sep 2026
MU MU	recent	$6K	0.7%	+686.0%	Aug 2025	Aug 2025
DO DOW	recent	$6K	0.6%	+55.5%	Aug 2025	Jun 2025
EL ELV	recent	$6K	0.6%	+43.2%	Aug 2025	Aug 2025
AV AVGO	recent	$5K	0.6%	-1.1%	Aug 2025	Oct 2025
RO ROIV	recent	$5K	0.6%	+82.8%	Aug 2025	Oct 2025
VA VALE	recent	$5K	0.5%	+6.2%	Aug 2025	Oct 2025
CH CHE	recent	$5K	0.5%	+20.8%	Aug 2025	Jun 2025
AV AVNT	recent	$5K	0.5%	+20.6%	Aug 2025	Jun 2025
JP JPM	recent	$5K	0.5%	+15.5%	Aug 2025	Oct 2025
SB SBUX	recent	$4K	0.5%	+14.5%	Aug 2025	Jul 2025
CT CTRA	recent	$4K	0.5%	+11.5%	Aug 2025	Jun 2025
HU HUM	recent	$4K	0.5%	+81.7%	Aug 2025	Oct 2025
CO COHR	recent	$4K	0.4%	+57.8%	Aug 2025	Oct 2025
GM GME	recent	$4K	0.4%	+1.9%	Aug 2025	Jun 2025
SA SAIC	recent	$4K	0.4%	+76.9%	Aug 2025	Oct 2025
MS MSFT	recent	$4K	0.4%	-2.3%	Aug 2025	Sep 2026
NG NG	recent	$4K	0.4%	-5.6%	Oct 2026	Sep 2026
AT ATR	recent	$4K	0.4%	-6.7%	Aug 2025	Jun 2025
CA CAT	recent	$4K	0.4%	-7.5%	Oct 2026	Sep 2026
TE TER	recent	$4K	0.4%	+88.9%	Aug 2025	Oct 2025
NO NOW	recent	$3K	0.4%	-19.9%	Aug 2025	Aug 2025
AC ACI	recent	$3K	0.3%	-27.7%	Aug 2025	Sep 2025
DP DPZ	recent	$3K	0.3%	-30.2%	Sep 2025	Aug 2025
UT UTHR	recent	$3K	0.3%	+22.9%	Aug 2025	Oct 2025
PA PATK	recent	$2K	0.3%	-36.5%	Aug 2025	Jun 2025
IL ILMN	recent	$2K	0.2%	+129.3%	Aug 2025	Oct 2025
HD HDB	recent	$2K	0.2%	-40.8%	Aug 2025	Oct 2025
GO GOOG	recent	$2K	0.2%	+1.3%	Aug 2025	Oct 2025
HI HIMS	recent	$2K	0.2%	-45.7%	Sep 2025	Aug 2025

Filings 14 on file · every disclosure McClain has made