John J McGuire IIIHouse

U.S. House · VA · 2026-07 → 2026-08

Chamber: House
Party: —
State: VA
Trades: 6 (2 buys · 4 sells)
Estimated volume: $48K
Late filings: 0% (0 of 6)
Median filing lag: 15 days

Hypothetical buy-and-hold portfolio

Disclosed buys valued at the latest available prices using amount-range midpoints. Assumes nothing was sold.

Headlines

Portfolio value: $15K; from $16K cost
Hypothetical gain: -$1K; Down 6.9%
Against the same dollars in SPY: -$1K; SPY would hold $16K
Positions: 2; 2 buys scored

#	Position	Since	Cost basis	Value today	Gain	Share of portfolio
1	NVDANVIDIA Corporation - Common Stock	2026-08-18	$8K	$8K	+2%	55%
2	AMATApplied Materials, Inc. - Common Stock	2026-07-15	$8K	$7K	-16%	45%

What drove this alpha

91% from 1 AMAT buys

#	Ticker	Asset	Bought	Held	Size	Return	vs SPY	Source
1	AMAT	Applied Materials, Inc. - Common Stock	2026-07-15	2mo	$1K-15K	-16%	-18%
2	NVDA	NVIDIA Corporation - Common Stock	2026-08-18	1mo	$1K-15K	+2%	+2%

Performance by ticker

Per-ticker contribution to weighted alpha

#	Ticker	Trades	Buy / Sell mix	Hit rate	vs SPY
1	AMAT	1	1/0	0% · 0/1	-18%
2	NVDA	1	1/0	100% · 1/1	+2%
3	AAPL	1	0/1	—	—
4	PANW	1	0/1	—	—
5	BLK	2	0/2	—	—

Trade timeline

Every disclosed trade, by the date it was made.

Loading trade timeline…

All trades

6 of 6

John J McGuire IIISP

House · - · VA

Sell·p$1K-15K

+9.5% vs SPY

AAPLApple Inc. - Common Stock

2026-08-18 → 2026-09-02 · 15d

John J McGuire IIISP

House · - · VA

Buy$1K-15K

+1.9% vs SPY

NVDANVIDIA Corporation - Common Stock

2026-08-18 → 2026-09-02 · 15d

John J McGuire IIISP

House · - · VA

Sell·p$1K-15K

+9.7% vs SPY

PANWPalo Alto Networks, Inc.

2026-07-31 → 2026-08-10 · 10d

John J McGuire IIISP

House · - · VA

Buy$1K-15K

-18.5% vs SPY

AMATApplied Materials, Inc. - Common Stock

2026-07-15 → 2026-08-10 · 26d

John J McGuire IIISP

House · - · VA

Sell$1K-15K

+3.3% vs SPY

BLKBlackRock, Inc. Common Stock

2026-07-14 → 2026-08-10 · 27d

John J McGuire IIISP

House · - · VA

Sell·p$1K-15K

+2.7% vs SPY

BLKBlackRock, Inc. Common Stock

2026-07-10 → 2026-08-10 · 31d

		Asset
JJ John J McGuire IIISP House · - · VA	AAPL	Apple Inc. - Common Stock	Sell·p	$1K-15K	2026-08-18	2026-09-02	15d	+9.5%
JJ John J McGuire IIISP House · - · VA	NVDA	NVIDIA Corporation - Common Stock	Buy	$1K-15K	2026-08-18	2026-09-02	15d	+1.9%
JJ John J McGuire IIISP House · - · VA	PANW	Palo Alto Networks, Inc.	Sell·p	$1K-15K	2026-07-31	2026-08-10	10d	+9.7%
JJ John J McGuire IIISP House · - · VA	AMAT	Applied Materials, Inc. - Common Stock	Buy	$1K-15K	2026-07-15	2026-08-10	26d	-18.5%
JJ John J McGuire IIISP House · - · VA	BLK	BlackRock, Inc. Common Stock	Sell	$1K-15K	2026-07-14	2026-08-10	27d	+3.3%
JJ John J McGuire IIISP House · - · VA	BLK	BlackRock, Inc. Common Stock	Sell·p	$1K-15K	2026-07-10	2026-08-10	31d	+2.7%