Rafael E Cruz

Following their disclosures vs. same money in SPY: -260.2 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	MA Portfolio 2027 Fidelity Funds other (joint)	$1K–$15K	2025-12-18	2026-08-13	PDF →
BUY	SP SPY (child)	$1K–$15K	2025-12-16	2026-08-13	PDF →
BUY	SP SPY (child)	$1K–$15K	2025-12-16	2026-08-13	PDF →
BUY	8VC RSS Access LLC private equity (joint)	$1K–$15K	2025-12-10	2026-08-13	PDF →
BUY	DI DIV (joint)	$15K–$50K	2025-12-01	2026-08-13	PDF →
BUY	XS XSHD (joint)	$1K–$15K	2025-12-01	2026-08-13	PDF →
BUY	🔒Register for free to view	$15K–$50K	2025-12-01	2026-08-13	🔒
BUY	🔒Register for free to view	$15K–$50K	2025-12-01	2026-08-13	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-11-18	2026-08-13	🔒
BUY	🔒Register for free to view	$15K–$50K	2025-11-17	2026-08-13	🔒
EXCHANGE	🔒Register for free to view	$15K–$50K	2025-11-14	2026-08-13	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-10-24	2026-08-13	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-10-20	2026-08-13	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-09-29	2026-08-13	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-09-18	2026-08-13	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-09-02	2026-08-13	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-08-18	2026-08-13	🔒
BUY	🔒Register for free to view	$15K–$50K	2025-07-24	2026-08-13	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-07-18	2026-08-13	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-06-25	2026-08-13	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-06-25	2026-08-13	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-06-25	2026-08-13	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-06-25	2026-08-13	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-06-25	2026-08-13	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-06-18	2026-08-13	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-05-19	2026-08-13	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-05-08	2026-08-13	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-05-07	2026-08-13	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-04-21	2026-08-13	🔒
SELL	🔒Register for free to view	$250K–$500K	2025-04-10	2026-08-13	🔒

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Cruz 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
EP EPD		$336K	38.9%	+168.0%	Feb 2014	Feb 2014
CV CVX		$239K	27.7%	+238.6%	Jun 2015	Mar 2013
XO XOM		$86K	10.0%	+214.5%	Jun 2015	Mar 2013
VI VIG	recent	$76K	8.8%	+5.1%	Aug 2024	Dec 2025
PA PAGP		$51K	5.9%	-13.0%	Feb 2015	Nov 2019
🔒Register for free to view	recent	$28K	3.2%	+0.6%	Aug 2026	Dec 2025
🔒Register for free to view	recent	$26K	3.0%	-3.8%	Aug 2026	Dec 2025
🔒Register for free to view		$15K	1.7%	+20.0%	Aug 2022	Oct 2024
🔒Register for free to view	recent	$8K	0.9%	-1.6%	Aug 2026	Dec 2025

Filings 26 on file · every disclosure Cruz has made