Jefferson ShreveHouse

U.S. Representative · IN-06 · R · 2025-01 → 2026-05

Chamber
House
Party
R
State
IN
Trades
630 (202 buys · 426 sells)
Estimated volume
$163.0M
Late filings
0% (0 of 630)
Median filing lag
37 days
Outperformance rank
#41 of 143 ranked

Estimated portfolio

Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.

Headlines

Portfolio value
$11.7M
from $8.5M cost
Estimated gain
+$3.2M
Up 38%
Versus the S&P 500
+$281K
SPY would hold $11.4M
Positions
146
from 188 buys
#PositionSinceCost basisValue todayGainShare of portfolio
1
MSFTMicrosoft Corporation - Common Stock
2025-05-08$750K$908K+21%8%
2
AMDAdvanced Micro Devices, Inc.
2025-03-05$140K$615K+339%5%
3
AAPLApple Inc. - Common Stock
2025-03-31$208K$380K+83%3%
4
AMATApplied Materials, Inc. - Common Stock
2025-03-13$140K$328K+134%3%
5
NVDANVIDIA Corporation - Common Stock
2025-02-24$208K$325K+57%3%
6
AVGOBroadcom Inc. - Common Stock
2025-02-24$208K$297K+43%3%
7
TXNTexas Instruments Incorporated - Common Stock
2025-03-13$140K$237K+69%2%
8
GEGE Aerospace Common Stock
2025-02-24$150K$235K+57%2%
9
WDCWestern Digital Corporation - Common Stock
2025-04-17$33K$235K+622%2%
10
ECLEcolab Inc. Common Stock
2025-04-07$175K$228K+31%2%
11
MRVLMarvell Technology, Inc. - Common Stock
2025-04-07$75K$208K+177%2%
12
LRCXLam Research Corporation - Common Stock
2025-03-31$75K$207K+176%2%
13
BLKBlackRock, Inc. Common Stock
2025-03-31$150K$202K+34%2%
14
IDXXIDEXX Laboratories, Inc. - Common Stock
2025-03-13$108K$188K+75%2%
15
XOMExxon Mobil Corporation Common Stock
2025-02-24$108K$164K+53%1%
Showing top 15 of 146 positions by value

Trades that mattered most

These 8 buys explain 28% of their result against the S&P 500.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1AMD
Advanced Micro Devices, Inc.
Portfolio Rebalance
2025-03-311.6y$50K-100K+337%+306%
2WDC
Western Digital Corporation - Common Stock
Portfolio Rebalance
2025-04-171.6y$15K-50K+622%+583%
3INTU
Intuit Inc. - Common Stock
Portfolio Rebalance
2025-04-071.6y$100K-250K-39%-84%
4LRCX
Lam Research Corporation - Common Stock
Portfolio Rebalance
2025-03-311.6y$50K-100K+176%+144%
5AMD
Advanced Micro Devices, Inc.
Portfolio Rebalance
2025-03-051.7y$15K-50K+342%+316%
6AMD
Advanced Micro Devices, Inc.
Portfolio Rebalance
2025-05-081.5y$15K-50K+342%+311%
7MRVL
Marvell Technology, Inc. - Common Stock
Portfolio Rebalance
2025-04-071.6y$50K-100K+177%+131%
8AMAT
Applied Materials, Inc. - Common Stock
Portfolio Rebalance
2025-04-171.6y$50K-100K+142%+102%

Returns by stock

Each stock's return since they bought it, next to the S&P 500 over the same days.

#StockTradesBuys / sellsBeat S&P 500Stock returnS&P 500
1AMD53/23 of 3+339%+30%
2WDC31/21 of 1+622%+40%
3INTU31/20 of 1-39%+46%
4AMAT53/23 of 3+134%+38%
5LRCX41/31 of 1+176%+31%
6MRVL41/31 of 1+177%+46%
7AAPL42/22 of 2+83%+44%
8TTD52/30 of 2-77%+31%
9MSFT41/30 of 1+21%+30%
10FIS32/10 of 2-58%+34%
11NVDA52/32 of 2+57%+29%
12ZTS42/20 of 2-50%+36%
13ORCL53/20 of 3-28%+26%
14RPD42/20 of 2-41%+39%
15CMG31/20 of 1-29%+40%

Committees

Sits onAppropriations House

Trades in lobbying companies148 of 553 stock trades since January 2025
StockLobbied onLobbying 2025Trades
AMATH.R. 9026 Commerce, Justice, Science, and Related… +1$3.3M5
HDH.R. 4367 Department of Homeland Security… +1$3.1M5
ORCLH.R. 8580 Military Construction, Veterans Affairs,… +2$9.2M5
BALLH.R. 8998 Department of the Interior, Environment,… +1$560K4
AVGOH.R. 8774 Department of Defense Appropriations… +2$1.8M4

More on lobbying

Trades by month

Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.

BuysSells

All trades

630 of 630

—BDJP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026
Structured Note
2026-05-20 → 2026-06-06 · 17d
—BDMorgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026
Structured Note
2026-05-20 → 2026-06-06 · 17d
—Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index
Buffered Indexed Annuity Exchange
2026-02-17 → 2026-03-14 · 25d
—Prudential RILA - 10% Buffer 3-year S&P 500 Index
Buffered Indexed Annuity Exchange
2026-02-17 → 2026-03-14 · 25d
—Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate
Buffered Indexed Annuity Exchange
2026-02-17 → 2026-03-14 · 25d
—Brighthouse Buffered Annuity Russell 2000 Cap Rate
Buffered Indexed Annuity Exchange
2026-02-09 → 2026-03-14 · 33d
—Brighthouse Buffered Annuity S&P 500 Trigger Rate
Buffered Indexed Annuity Exchange
2026-02-09 → 2026-03-14 · 33d
—JP Morgan 3-year auto callable buffer note
Structured Note JP Morgan 3-year one-time callable barrier note [CS]
2025-12-30 → 2026-01-02 · 3d
—JP Morgan 3-year auto callable buffer note
Structured Note Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA]
2025-12-30 → 2026-01-01 · 2d
—JP Morgan 3-year auto callable buffer note
Structured Note Prudential RILA - 10% Buffer 3-year S&P 500 Index [VA]
2025-12-30 → 2025-12-31 · 1d
—JP Morgan 3-year auto callable buffer note
Structured Note Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA]
2025-12-30 → 2025-12-30 · 0d
—Bank of Montreal 13-Month Digital Buffer Note
Structured Note JP Morgan 5 year Barrier Note INDU/NDX/RTY [CS]
2025-11-13 → 2025-12-14 · 31d
—BDCitigroup Inc 5.875 2033-02-22
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—BDComcast 6.50% maturing 11/15/35
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Denton Cnty Tex 4.0000 2029-07-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Denton Tex 5.0000 2029-02-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Denton Tex Indpt Sch Dist 5.0000 2029-08-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—District Columbia Income Tax Rev 5.000 2032-03-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Florida St Dept Environmental Protn Preservation Rev 5.00 2026-07-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4
Account Closing
2025-05-13 → 2025-06-22 · 40d
—BDGeneral Motors Financial Company Inc 2.35 2031-01-08
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Grand Praire Tex 5.0000 2032-02-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Houston Tex 5.000 2031-03-01/ 4423315C4
Account Closing
2025-05-13 → 2025-06-22 · 40d
—BDJP Morgan 4.912 7-25-33 '32/ 46647PDH6
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Kansas City MO 4.0000 2030-02-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Lakewood Ohio City Sch Dist 5.0000 2025-12-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Laredo TEX 5.000 2031-2-15/ 516824JB6
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Las Vegas Nev 4.000 2027-06-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Maryland St Dept Transn Cons Transn 5.000 2029-09-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Memphis TN 5.0000 2032-05-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01-01/ 592112UX2
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Minnesota ST 5.00 2025-08-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Minnesota St 5.00000 2025-08-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—New York NY 5.0000 2028-08-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—New York NY 5.0000 2033-08-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Ohio St Spl Oblig 5.0000 2029-04-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Oregon St 5.0000 2028-12-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Oviedo FLA Util Rev 5.0000 2032-10-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Plano Tex Indpt Sch Dist 5.0000 2032-02-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—BDPNC Finl Svc 6.875 10/20/34 '33 FRN
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Port Tacoma Wash Rev 4.0000 2025-12-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Sherman Tex 5.0000 2025-08-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—South Jordan Utah Sales Tax Rev 5.00 2028-8-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Texas Tech Univ Revs 5.000 2029-02-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Washington Cnty Tenn 4.0000 2027-06-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
—Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01
Account Closing
2025-05-13 → 2025-06-22 · 40d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-14.8% vs SPY
WFCBDWells Fargo 5.574 07/25/29 '28 Mtn
Account Closing
2025-05-13 → 2025-06-22 · 40d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-14.8% vs SPY
WFCBDWells Fargo 6.491 10/23/34 '33 MTN
Account Closing
2025-05-13 → 2025-06-22 · 40d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-3.0% vs SPY
MMM3M Company Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-42.8% vs SPY
ABTAbbott Laboratories Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-65.7% vs SPY
ADBEAdobe Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
+289.2% vs SPY
AMDAdvanced Micro Devices, Inc.
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+25.1% vs SPY
AAgilent Technologies, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-20.7% vs SPY
AKAMAkamai Technologies, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+35.1% vs SPY
ALBAlbemarle Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-68.4% vs SPY
ALNYAlnylam Pharmaceuticals, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$100K-250K
+53.6% vs SPY
GOOGLAlphabet Inc. - Class A Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$100K-250K
+51.8% vs SPY
GOOGAlphabet Inc. - Class C Capital Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$250K-500K
-1.8% vs SPY
AMZNAmazon.com, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
AEOAmerican Eagle Outfitters, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-18.7% vs SPY
AXPAmerican Express Company Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-33.0% vs SPY
AIGAmerican International Group, Inc. New Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-35.3% vs SPY
AMTAmerican Tower Corporation
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-17.7% vs SPY
AWKAmerican Water Works Company, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+41.4% vs SPY
AMGNAmgen Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+36.8% vs SPY
ADIAnalog Devices, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$100K-250K
+36.3% vs SPY
AAPLApple Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
+71.9% vs SPY
AMATApplied Materials, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-13.7% vs SPY
APPApplovin Corporation - Class A Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-67.2% vs SPY
APTVAptiv PLC Ordinary Shares
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-12.8% vs SPY
ACGLArch Capital Group Ltd. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-48.5% vs SPY
ARESAres Management Corporation Class A Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
+58.9% vs SPY
ANETArista Networks, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-46.0% vs SPY
TAT&T Inc.
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-36.9% vs SPY
ADSKAutodesk, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-28.1% vs SPY
ADPAutomatic Data Processing, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-38.3% vs SPY
AZOAutoZone, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-81.0% vs SPY
AXONAxon Enterprise, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-2.3% vs SPY
BALLBall Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-12.1% vs SPY
BACBank of America Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
BRK.BBerkshire Hathaway Inc. New Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-3.1% vs SPY
BLKBlackRock, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-38.8% vs SPY
BABoeing Company
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-48.8% vs SPY
BKNGBooking Holdings Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-84.6% vs SPY
BSXBoston Scientific Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+2.9% vs SPY
BMYBristol-Myers Squibb Company Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+6.4% vs SPY
AVGOBroadcom Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-19.2% vs SPY
BKEBuckle, Inc.
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-23.5% vs SPY
CDNSCadence Design Systems, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+7.5% vs SPY
CCLCarnival Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-39.4% vs SPY
CWSTCasella Waste Systems, Inc. - Class A Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+37.0% vs SPY
CATCaterpillar, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
+33.6% vs SPY
CBOECboe Global Markets, Inc.
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-6.3% vs SPY
CORCencora, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-15.2% vs SPY
CNCCentene Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+109.8% vs SPY
CRLCharles River Laboratories International, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-19.0% vs SPY
SCHWCharles Schwab Corporation
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-96.8% vs SPY
CHTRCharter Communications, Inc. - Class A Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-5.5% vs SPY
LNGCheniere Energy, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+24.0% vs SPY
CVXChevron Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-58.3% vs SPY
CMGChipotle Mexican Grill, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-0.1% vs SPY
CBChubb Limited Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-23.6% vs SPY
CTASCintas Corporation - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
+26.1% vs SPY
CSCOCisco Systems, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+62.7% vs SPY
NETCloudflare, Inc. Class A Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-13.0% vs SPY
CMECME Group Inc. - Class A Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+17.4% vs SPY
CNOCNO Financial Group, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$100K-250K
+11.5% vs SPY
KOCoca-Cola Company
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-61.1% vs SPY
COINCoinbase Global, Inc. - Class A Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-51.2% vs SPY
CMCSAComcast Corporation - Class A Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+21.6% vs SPY
COPConocoPhillips Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-38.5% vs SPY
CEGConstellation Energy Corporation - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-74.7% vs SPY
CPRTCopart, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-85.6% vs SPY
CSGPCoStar Group, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$100K-250K
-22.4% vs SPY
COSTCostco Wholesale Corporation - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+9.4% vs SPY
CTRACoterra Energy Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-75.6% vs SPY
CRWDCrowdStrike Holdings, Inc. - Class A Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-37.9% vs SPY
CCICrown Castle Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+35.9% vs SPY
CSXCSX Corporation
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+3.3% vs SPY
CVSCVS Health Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-11.5% vs SPY
DHRDanaher Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
+9.4% vs SPY
DEDeere & Company Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+44.4% vs SPY
DALDelta Air Lines, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-0.3% vs SPY
DVNDevon Energy Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-32.8% vs SPY
DXCMDexCom, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
DFSDiscover Financial Services Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+23.3% vs SPY
DGDollar General Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-32.6% vs SPY
DASHDoorDash, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
+10.4% vs SPY
EWEdwards Lifesciences Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-24.0% vs SPY
ELVElevance Health, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$100K-250K
+53.1% vs SPY
LLYEli Lilly and Company Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-40.7% vs SPY
EPAMEPAM Systems, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-20.5% vs SPY
EXPOExponent, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
+25.8% vs SPY
XOMExxon Mobil Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-89.7% vs SPY
FISFidelity National Information Services, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+1.5% vs SPY
BUSEFirst Busey Corporation - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
FIFiserv, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-9.7% vs SPY
FTNTFortinet, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
+21.5% vs SPY
GEGE Aerospace Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
+59.7% vs SPY
GEVGE Vernova Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+47.6% vs SPY
GMGeneral Motors Company Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+34.6% vs SPY
GILDGilead Sciences, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+20.3% vs SPY
GSGoldman Sachs Group, Inc.
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+23.7% vs SPY
HALHalliburton Company Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
THGHanover Insurance Group Inc
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-22.6% vs SPY
HIWHighwoods Properties, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-25.1% vs SPY
HOMBHome BancShares, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-34.9% vs SPY
HDHome Depot, Inc.
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-12.6% vs SPY
HUBBHubbell Inc Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+4.5% vs SPY
IDAIDACORP, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$100K-250K
+6.6% vs SPY
IDXXIDEXX Laboratories, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-29.5% vs SPY
IBMInternational Business Machines Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$100K-250K
-74.6% vs SPY
INTUIntuit Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-45.5% vs SPY
ISRGIntuitive Surgical, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
+53.1% vs SPY
JNJJohnson & Johnson Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$100K-250K
+2.5% vs SPY
JPMJP Morgan Chase & Co. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-28.1% vs SPY
KRKroger Company
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+117.6% vs SPY
LRCXLam Research Corporation - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-47.3% vs SPY
LENLennar Corporation Class A Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-12.7% vs SPY
LINLinde plc - Ordinary Shares
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+37.3% vs SPY
LFUSLittelfuse, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-6.3% vs SPY
LMTLockheed Martin Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-29.7% vs SPY
LOWLowe's Companies, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-89.7% vs SPY
LULUlululemon athletica inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+109.6% vs SPY
MPCMarathon Petroleum Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
+92.8% vs SPY
MRVLMarvell Technology, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-13.3% vs SPY
MAMastercard Incorporated Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+11.3% vs SPY
MTCHMatch Group, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-37.5% vs SPY
MCDMcDonald's Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+28.2% vs SPY
MCKMcKesson Corporation Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$100K-250K
-30.7% vs SPY
METAMeta Platforms, Inc. - Class A Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$500K-1M
-8.0% vs SPY
MSFTMicrosoft Corporation - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
-94.3% vs SPY
MSTRMicroStrategy Incorporated - Class A Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+6.5% vs SPY
NDAQNasdaq, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$100K-250K
-69.0% vs SPY
NFLXNetflix, Inc. - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$15K-50K
+112.0% vs SPY
NEMNewmont Corporation
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-1.4% vs SPY
NEENextEra Energy, Inc. Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$50K-100K
-10.9% vs SPY
NINiSource Inc Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
Jefferson Shreve
House · R · IN
Sell$500K-1M
+25.6% vs SPY
NVDANVIDIA Corporation - Common Stock
Account Closing
2025-05-12 → 2025-06-22 · 41d
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