William Cassidy

Following their disclosures vs. same money in SPY: +10.9 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	SG SGIIX mutual fund	$1K–$15K	2024-01-29	2025-05-15	PDF →
SELL	VW VWIAX mutual fund	$1K–$15K	2024-01-29	2025-05-15	PDF →
SELL	GB GBLFX mutual fund	$1K–$15K	2023-12-26	2024-05-06	PDF →
SELL	PR PRWCX mutual fund	$1K–$15K	2023-11-27	2024-05-06	PDF →
SELL	PR PRWCX mutual fund	$1K–$15K	2023-10-27	2024-05-06	PDF →
SELL	JB JBALX mutual fund	$1K–$15K	2023-09-27	2024-05-06	PDF →
SELL	OD ODVYX mutual fund	$1K–$15K	2023-08-30	2024-05-06	PDF →
SELL	YA YACKX mutual fund	$1K–$15K	2023-08-30	2024-05-06	PDF →
SELL	VB VB	$1K–$15K	2023-08-29	2024-05-06	PDF →
SELL	GB GBLFX mutual fund	$1K–$15K	2023-06-01	2024-05-06	PDF →
SELL	VB VB	$1K–$15K	2023-06-01	2024-05-06	PDF →
SELL	PR PRWCX mutual fund	$1K–$15K	2023-06-01	2024-05-06	PDF →
SELL	JB JBALX mutual fund	$1K–$15K	2023-06-01	2024-05-06	PDF →
SELL	OD ODVYX mutual fund	$1K–$15K	2023-06-01	2024-05-06	PDF →
SELL	OD ODVYX mutual fund	$1K–$15K	2023-06-01	2024-05-06	PDF →
SELL	SG SGIIX mutual fund	$1K–$15K	2023-06-01	2024-05-06	PDF →
SELL	YA YACKX mutual fund	$1K–$15K	2023-06-01	2024-05-06	PDF →
SELL	OD ODVYX mutual fund	$1K–$15K	2023-03-30	2024-05-06	PDF →
SELL	OD ODVYX mutual fund	$1K–$15K	2023-03-29	2024-05-06	PDF →
SELL	VW VWIAX mutual fund	$1K–$15K	2023-01-31	2024-05-06	PDF →
SELL	JB JBALX mutual fund	$1K–$15K	2023-01-31	2024-05-06	PDF →
SELL	OD ODVYX mutual fund	$1K–$15K	2023-01-31	2024-05-06	PDF →
SELL	SG SGIIX mutual fund	$1K–$15K	2023-01-31	2024-05-06	PDF →
SELL	GB GBLFX mutual fund	$1K–$15K	2023-01-31	2024-05-06	PDF →
SELL	YA YACKX mutual fund	$1K–$15K	2023-01-31	2024-05-06	PDF →
SELL	VB VB	$1K–$15K	2023-01-31	2024-05-06	PDF →
SELL	PR PRWCX mutual fund	$1K–$15K	2023-01-27	2024-05-06	PDF →
SELL	OD ODVYX mutual fund	$1K–$15K	2023-01-27	2024-05-06	PDF →
SELL	PR PRWCX mutual fund	$1K–$15K	2023-01-27	2024-05-06	PDF →
SELL	VW VWIAX mutual fund	$1K–$15K	2023-01-03	2024-05-06	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Cassidy 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
CV CVX		$168K	41.1%	+255.4%	Aug 2015	Oct 2016
AF AFL		$43K	10.6%	+272.0%	May 2016	Apr 2018
XO XOM		$38K	9.2%	+233.1%	Aug 2015	Jan 2019
PS PSX		$25K	6.2%	+554.5%	Mar 2020	Mar 2020
CV CVS		$21K	5.0%	+75.3%	Nov 2016	Nov 2020
JN JNJ		$19K	4.7%	+145.5%	May 2016	Mar 2020
NS NSC		$14K	3.4%	+210.9%	May 2016	Oct 2016
DI DIS		$12K	2.8%	+3.4%	May 2016	Nov 2020
SO SO		$10K	2.4%	+153.8%	May 2016	Mar 2017
GW GWW		$8K	1.9%	+586.7%	Nov 2016	Apr 2018
MM MMM		$7K	1.8%	+88.1%	Mar 2020	Mar 2020
NV NVS		$7K	1.8%	+157.5%	May 2016	Apr 2019
AB ABT		$6K	1.4%	+120.0%	May 2016	Oct 2017
QC QCOM		$5K	1.2%	+248.9%	May 2016	Nov 2017
VF VFC		$5K	1.1%	-63.3%	May 2016	Mar 2020
TI TIP		$4K	1.0%	+9.3%	May 2024	Apr 2022
LO LOW		$4K	1.0%	+179.2%	May 2016	Nov 2020
VO VO		$4K	0.9%	+37.9%	Nov 2020	Dec 2022
EV EV		$3K	0.8%	-11.4%	Dec 2023	Oct 2016
DO DOW		$3K	0.8%	+69.2%	Mar 2020	Nov 2020
AA AAPL		$3K	0.7%	+607.2%	Jan 2016	Nov 2020

Filings 43 on file · every disclosure Cassidy has made