Rick Larsen

Following their disclosures vs. same money in SPY: -55.5 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
SELL	HD HD	$1K–$15K	2026-10-08	2026-10-12	PDF →
BUY	AD ADI	$1K–$15K	2026-10-08	2026-10-12	PDF →
SELL	FD FDX	$1K–$15K	2026-10-08	2026-10-12	PDF →
BUY	WS WSM	$1K–$15K	2026-10-08	2026-10-12	PDF →
BUY	MC MCK	$1K–$15K	2026-07-08	2026-07-12	PDF →
BUY	AP APH	$1K–$15K	2026-07-08	2026-07-12	PDF →
SELL	AB ABT	$1K–$15K	2026-07-08	2026-07-12	PDF →
SELL	SP SPGI	$1K–$15K	2026-07-08	2026-07-12	PDF →
BUY	WA WAB	$1K–$15K	2026-04-07	2026-04-15	PDF →
SELL	SN SNDA	$1K–$15K	2026-04-07	2026-04-15	PDF →
SELL	PA PAYX	$1K–$15K	2026-04-07	2026-04-15	PDF →
BUY	NE NEE	$1K–$15K	2026-04-07	2026-04-15	PDF →
BUY	CA CASY	$1K–$15K	2026-04-07	2026-04-15	PDF →
BUY	CA CARR	$1K–$15K	2026-04-07	2026-04-15	PDF →
SELL	BR BR	$1K–$15K	2026-04-07	2026-04-15	PDF →
SELL	AW AWK	$1K–$15K	2026-04-07	2026-04-15	PDF →
SELL	AX AXP	$1K–$15K	2026-04-07	2026-04-15	PDF →
EXCHANGE	SN SNDA	$1K–$15K	2026-03-31	2026-04-15	PDF →
SELL	VR VRSK	$1K–$15K	2026-01-07	2026-01-14	PDF →
SELL	MD MDLZ	$1K–$15K	2026-01-07	2026-01-14	PDF →
BUY	ME META	$1K–$15K	2026-01-07	2026-01-14	PDF →
SELL	ES ESS	$1K–$15K	2026-01-07	2026-01-14	PDF →
BUY	DR DRI	$1K–$15K	2026-01-07	2026-01-14	PDF →
BUY	WM WM	$1K–$15K	2026-01-07	2026-01-14	PDF →
BUY	AE AEP	$1K–$15K	2025-10-06	2025-10-16	PDF →
SELL	ZT ZTS	$1K–$15K	2025-10-06	2025-10-16	PDF →
BUY	WM WMT	$1K–$15K	2025-10-06	2025-10-16	PDF →
SELL	OD ODFL	$1K–$15K	2025-10-06	2025-10-16	PDF →
BUY	AB ABT	$1K–$15K	2025-10-06	2025-10-16	PDF →
SELL	CL CL	$1K–$15K	2025-10-06	2025-10-16	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Larsen 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
CO COST		$8K	5.8%	+101.7%	May 2023	Mar 2021
GS GS		$8K	5.7%	+98.2%	Jul 2024	Jul 2024
TJ TJX		$7K	5.4%	+88.4%	Jun 2023	Jul 2021
MS MSI		$7K	5.0%	+71.8%	Jul 2023	Jul 2023
GO GOOGL		$6K	4.8%	+67.0%	Jan 2025	Jan 2025
EO EOG		$6K	4.8%	+66.6%	Jun 2023	Jul 2021
ES ESS	recent	$6K	4.7%	+31.0%	May 2023	Jan 2026
MA MA		$6K	4.5%	+56.0%	Jul 2023	Jul 2023
MR MRK		$6K	4.1%	+42.5%	May 2023	Jul 2022
TG TGT		$5K	3.6%	+25.3%	May 2023	Oct 2022
MC MCK	recent	$5K	3.4%	+18.3%	Jul 2026	Jul 2026
SY SYK		$4K	3.3%	+15.6%	May 2023	Jan 2022
AE AEP	recent	$4K	3.2%	+12.5%	Oct 2025	Oct 2025
WM WMT	recent	$4K	3.2%	+11.2%	Oct 2025	Oct 2025
WA WAB	recent	$4K	3.2%	+10.7%	Apr 2026	Apr 2026
CT CTAS		$4K	3.2%	+10.5%	Jan 2025	Jan 2025
MD MDLZ	recent	$4K	3.2%	+9.9%	Oct 2023	Jan 2026
MM MMC		$4K	3.1%	+8.7%	May 2023	Jan 2023
WS WSM	recent	$4K	3.0%	+4.5%	Oct 2026	Oct 2026
AP APH	recent	$4K	3.0%	+3.8%	Jul 2026	Jul 2026
AD ADI	recent	$4K	3.0%	+3.3%	Oct 2026	Oct 2026
WM WM	recent	$4K	3.0%	+3.3%	Jan 2026	Jan 2026
DR DRI	recent	$4K	3.0%	+2.6%	Jan 2026	Jan 2026
ME META	recent	$4K	2.8%	-1.2%	Jan 2026	Jan 2026
CA CARR	recent	$4K	2.7%	-5.1%	Apr 2026	Apr 2026
CA CASY	recent	$4K	2.6%	-9.0%	Apr 2026	Apr 2026
NE NEE	recent	$3K	2.6%	-10.5%	Apr 2026	Apr 2026

Filings 31 on file · every disclosure Larsen has made