Timothy M Kaine

Following their disclosures vs. same money in SPY: -69.4 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
SELL	PT PTTPX mutual fund	$1K–$15K	2025-12-31	2026-05-14	PDF →
SELL	PB PBDPX mutual fund	$1K–$15K	2025-12-31	2026-05-14	PDF →
BUY	PF PFBPX mutual fund	$1K–$15K	2025-12-31	2026-05-14	PDF →
BUY	HB HBLIX mutual fund (joint)	$1K–$15K	2025-12-17	2026-05-14	PDF →
SELL	XL XLK other (spouse)	$1K–$15K	2025-12-09	2026-05-14	PDF →
SELL	IW IWF (spouse)	$1K–$15K	2025-12-08	2026-05-14	PDF →
SELL	IW IWD (spouse)	$1K–$15K	2025-12-08	2026-05-14	PDF →
BUY	QU QUAL (spouse)	$1K–$15K	2025-12-08	2026-05-14	PDF →
BUY	TL TLH (spouse)	$1K–$15K	2025-12-08	2026-05-14	PDF →
BUY	IE IEMG (spouse)	$15K–$50K	2025-12-08	2026-05-14	PDF →
BUY	IV IVV (spouse)	$15K–$50K	2025-12-08	2026-05-14	PDF →
BUY	IU IUSB (spouse)	$15K–$50K	2025-12-08	2026-05-14	PDF →
BUY	MT MTUM (spouse)	$1K–$15K	2025-12-08	2026-05-14	PDF →
BUY	BI BINC (spouse)	$1K–$15K	2025-12-08	2026-05-14	PDF →
BUY	TH THRO (spouse)	$1K–$15K	2025-12-08	2026-05-14	PDF →
BUY	IA IAGG (spouse)	$1K–$15K	2025-12-08	2026-05-14	PDF →
BUY	MB MBB (spouse)	$1K–$15K	2025-12-08	2026-05-14	PDF →
BUY	EF EFV (spouse)	$15K–$50K	2025-12-08	2026-05-14	PDF →
BUY	OE OEF (spouse)	$15K–$50K	2025-12-08	2026-05-14	PDF →
BUY	IV IVW (spouse)	$15K–$50K	2025-12-08	2026-05-14	PDF →
BUY	IV IVE (spouse)	$15K–$50K	2025-12-08	2026-05-14	PDF →
BUY	DY DYNF (spouse)	$15K–$50K	2025-12-08	2026-05-14	PDF →
BUY	IT ITA (spouse)	$1K–$15K	2025-12-08	2026-05-14	PDF →
BUY	BA BAI (spouse)	$1K–$15K	2025-12-08	2026-05-14	PDF →
BUY	IA IAU other (spouse)	$1K–$15K	2025-12-08	2026-05-14	PDF →
BUY	SG SGIIX mutual fund (joint)	$1K–$15K	2025-12-04	2026-05-14	PDF →
SELL	TS TSIIX mutual fund (joint)	$15K–$50K	2025-12-04	2026-05-14	PDF →
BUY	SG SGIIX mutual fund (joint)	$1K–$15K	2025-12-04	2026-05-14	PDF →
SELL	RS RSP	$1K–$15K	2025-12-01	2026-05-14	PDF →
SELL	RP RPG	$1K–$15K	2025-12-01	2026-05-14	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Kaine 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
QQ QQQ		$153K	17.2%	+458.1%	May 2017	Jun 2016
VO VO		$85K	9.5%	+68.6%	Aug 2016	Feb 2025
IW IWF	recent	$70K	7.9%	-1.0%	May 2026	Dec 2025
IW IWD	recent	$39K	4.4%	+11.8%	May 2026	Dec 2025
IW IWN	recent	$37K	4.1%	+4.7%	May 2026	Dec 2025
MT MTUM	recent	$36K	4.0%	+1.9%	May 2026	Dec 2025
FV FVD		$32K	3.6%	+37.5%	May 2023	Jul 2022
RP RPV	recent	$30K	3.4%	+9.2%	May 2026	Dec 2025
IV IVE	recent	$29K	3.3%	+7.5%	May 2026	Dec 2025
EF EFV	recent	$29K	3.2%	+5.1%	May 2026	Dec 2025
IV IVV	recent	$29K	3.2%	+4.8%	May 2026	Dec 2025
DY DYNF	recent	$29K	3.2%	+4.6%	May 2026	Dec 2025
OE OEF	recent	$29K	3.2%	+4.2%	May 2026	Dec 2025
IV IVW	recent	$28K	3.2%	+2.6%	May 2026	Dec 2025
IU IUSB	recent	$27K	3.0%	-1.2%	May 2026	Dec 2025
IW IWO	recent	$27K	3.0%	-1.5%	May 2026	Oct 2025
IE IEMG	recent	$27K	3.0%	-1.9%	May 2026	Dec 2025
RS RSP	recent	$25K	2.9%	+8.3%	May 2026	Dec 2025
OM OMFL	recent	$25K	2.8%	+6.3%	May 2026	Jun 2025
RP RPG	recent	$23K	2.6%	-2.5%	May 2026	Dec 2025
JP JPST	recent	$20K	2.2%	+0.8%	May 2026	Dec 2025
IW IWS	recent	$13K	1.4%	+8.9%	May 2026	Dec 2025
VB VB		$9K	1.0%	+65.2%	Aug 2016	Oct 2023
SD SDY	recent	$8K	0.9%	+8.7%	May 2017	Dec 2025
MB MBB	recent	$4K	0.5%	+0.2%	May 2023	Dec 2025
US USMV	recent	$4K	0.5%	+9.0%	May 2026	Dec 2025
QU QUAL	recent	$4K	0.5%	+6.2%	May 2026	Dec 2025
IA IAGG	recent	$4K	0.4%	+0.3%	May 2026	Dec 2025
IW IWP		$4K	0.4%	+0.3%	May 2026	Feb 2025
BI BINC	recent	$4K	0.4%	-1.2%	May 2026	Dec 2025
TL TLH	recent	$4K	0.4%	-1.7%	May 2026	Dec 2025
IT ITA	recent	$4K	0.4%	-4.3%	May 2026	Dec 2025

Filings 15 on file · every disclosure Kaine has made