Michael RulliHouse

U.S. Representative · OH-06 · R · 2024-11 → 2026-08

Chamber
House
Party
R
State
OH
Trades
35 (15 buys · 20 sells)
Estimated volume
$347K
Late filings
63% (22 of 35)
Median filing lag
210 days

Hypothetical buy-and-hold portfolio

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

Portfolio value
$131K
from $120K cost
Hypothetical gain
+$11K
+9.1%
vs same-$ SPY
-$2K
SPY would hold $133K
Positions
12
15 buys scored
#PositionSinceCost basisValue todayGainShare of portfolio
1
NVDANVIDIA Corporation - Common Stock
2025-08-01$16K$19K+21%15%
2
METAMeta Platforms, Inc. - Class A Common Stock
2025-09-18$16K$18K+12%14%
3
GOOGLAlphabet Inc. - Class A Common Stock
2026-06-25$16K$16K-3%12%
4
AAPLApple Inc. - Common Stock
2025-08-01$8K$13K+66%10%
5
MSFTMicrosoft Corporation - Common Stock
2026-02-05$8K$10K+26%8%
6
KOCoca-Cola Company
2025-12-03$8K$10K+25%8%
7
LLYEli Lilly and Company Common Stock
2026-01-02$8K$9K+10%7%
8
PLTRPalantir Technologies Inc. - Class A Common Stock
2026-01-09$8K$9K+8%7%
9
EQIXEquinix, Inc. - Common Stock
2026-08-07$8K$8K-1%6%
10
ORCLOracle Corporation Common Stock
2025-01-14$8K$7K-12%5%
11
MUMicron Technology, Inc. - Common Stock
2026-06-25$8K$7K-13%5%
12
KLACKLA Corporation - Common Stock
2026-07-01$8K$6K-31%4%

What drove this alpha

Top 8 positions = 86% of the weighted alpha

#TickerAssetBoughtHeldSizeReturnvs SPYSource
1ORCL
Oracle Corporation Common Stock
2025-01-141.7y$1K-15K-12%-43%
2AAPL
Apple Inc. - Common Stock
2025-08-011.1y$1K-15K+66%+43%
3KLAC
KLA Corporation - Common Stock
2026-07-013mo$1K-15K-31%-33%
4META
Meta Platforms, Inc. - Class A Common Stock
2026-05-065mo$1K-15K+25%+21%
5META
Meta Platforms, Inc. - Class A Common Stock
2025-09-181.0y$1K-15K-2%-17%
6MU
Micron Technology, Inc. - Common Stock
2026-06-253mo$1K-15K-13%-17%
7KO
Coca-Cola Company
2025-12-0310mo$1K-15K+25%+14%
8MSFT
Microsoft Corporation - Common Stock
2026-02-058mo$1K-15K+26%+13%

Performance by ticker

Per-ticker contribution to weighted alpha

#TickerTradesBuy / Sell mixHit ratevs SPY
1ORCL11/00% · 0/1-43%
2AAPL31/2100% · 1/1+43%
3KLAC11/00% · 0/1-33%
4MU11/00% · 0/1-17%
5NVDA32/1100% · 2/2+7%
6KO11/0100% · 1/1+14%
7GOOGL42/20% · 0/2-6%
8MSFT31/2100% · 1/1+13%
9META32/150% · 1/2+2%
10PLTR21/10% · 0/1-2%
11LLY31/20% · 0/1-2%
12EQIX11/0100% · 1/1+0%
13ALL10/1——
14CCI10/1——
15AMZN20/2——

Timeline

Loading trade timeline…
202420252026BuySell

All trades

35 of 35

Michael Rulli
House · R · OH
Sell$1K-15K
-9.3% vs SPY
ALLAllstate Corporation
2026-08-12 → 2026-09-02 · 21d
Michael Rulli
House · R · OH
Buy$1K-15K
+0.5% vs SPY
EQIXEquinix, Inc. - Common Stock
2026-08-07 → 2026-09-02 · 26d
Michael Rulli
House · R · OH
Sell·p$50K-100K
-2.8% vs SPY
GOOGLAlphabet Inc. - Class A Common Stock
2026-08-24 → 2026-08-25 · 1d
Michael Rulli
House · R · OH
Sell$1K-15K
-9.0% vs SPY
CCICrown Castle Inc. Common Stock
2026-08-06 → 2026-08-07 · 1d
Michael Rulli
House · R · OH
Sell$1K-15K
-2.6% vs SPY
LLYEli Lilly and Company Common Stock
2026-07-01 → 2026-08-07 · 37d
Michael Rulli
House · R · OH
Buy$1K-15K
-33.2% vs SPY
KLACKLA Corporation - Common Stock
2026-07-01 → 2026-08-07 · 37d
Michael Rulli
House · R · OH
Buy$1K-15K
-7.4% vs SPY
GOOGLAlphabet Inc. - Class A Common Stock
2026-06-29 → 2026-08-07 · 39d
Michael Rulli
House · R · OH
Buy$1K-15K
-5.6% vs SPY
GOOGLAlphabet Inc. - Class A Common Stock
2026-06-25 → 2026-08-07 · 43d
Michael Rulli
House · R · OH
Sell$1K-15K
+4.4% vs SPY
AMZNAmazon.com, Inc. - Common Stock
2026-06-25 → 2026-08-07 · 43d
Michael Rulli
House · R · OH
Sell$1K-15K
+18.1% vs SPY
AAPLApple Inc. - Common Stock
2026-06-25 → 2026-08-07 · 43d
Michael Rulli
House · R · OH
Buy$1K-15K
-17.0% vs SPY
MUMicron Technology, Inc. - Common Stock
2026-06-25 → 2026-08-07 · 43d
Michael Rulli
House · R · OH
Sell$1K-15K
+36.1% vs SPY
MSFTMicrosoft Corporation - Common Stock
2026-06-25 → 2026-08-07 · 43d
Michael Rulli
House · R · OH
Buy$1K-15K
+9.4% vs SPY
NVDANVIDIA Corporation - Common Stock
2026-06-25 → 2026-08-07 · 43d
Michael Rulli
House · R · OH
Buy$1K-15K
+20.9% vs SPY
METAMeta Platforms, Inc. - Class A Common Stock
2026-05-06 → 2026-08-07 · 93d late
Michael Rulli
House · R · OH
Sell$1K-15K
+39.0% vs SPY
PLTRPalantir Technologies Inc. - Class A Common Stock
2026-05-06 → 2026-08-07 · 93d late
Michael Rulli
House · R · OH
Sell$1K-15K
+13.7% vs SPY
MSFTMicrosoft Corporation - Common Stock
2026-02-20 → 2026-08-07 · 168d late
Michael Rulli
House · R · OH
Buy$1K-15K
+12.9% vs SPY
MSFTMicrosoft Corporation - Common Stock
2026-02-05 → 2026-08-07 · 183d late
Michael Rulli
House · R · OH
Sell$1K-15K
+7.2% vs SPY
METAMeta Platforms, Inc. - Class A Common Stock
2026-01-09 → 2026-08-07 · 210d late
Michael Rulli
House · R · OH
Buy$1K-15K
-2.2% vs SPY
PLTRPalantir Technologies Inc. - Class A Common Stock
2026-01-09 → 2026-08-07 · 210d late
Michael Rulli
House · R · OH
Buy$1K-15K
-1.6% vs SPY
LLYEli Lilly and Company Common Stock
2026-01-02 → 2026-08-07 · 217d late
Michael Rulli
House · R · OH
Buy$1K-15K
+13.7% vs SPY
KOCoca-Cola Company
2025-12-03 → 2026-08-07 · 247d late
Michael Rulli
House · R · OH
Sell$1K-15K
+1.7% vs SPY
LLYEli Lilly and Company Common Stock
2025-12-02 → 2026-08-07 · 248d late
Michael Rulli
House · R · OH
Sell$1K-15K
+13.5% vs SPY
AAPLApple Inc. - Common Stock
2025-10-27 → 2026-08-07 · 284d late
Michael Rulli
House · R · OH
Sell$1K-15K
+42.2% vs SPY
GEVGE Vernova Inc. Common Stock
2025-10-06 → 2026-08-07 · 305d late
Michael Rulli
House · R · OH
Buy$1K-15K
-17.2% vs SPY
METAMeta Platforms, Inc. - Class A Common Stock
2025-09-18 → 2026-08-07 · 323d late
Michael Rulli
House · R · OH
Buy$1K-15K
+43.2% vs SPY
AAPLApple Inc. - Common Stock
2025-08-01 → 2026-08-07 · 371d late
Michael Rulli
House · R · OH
Buy$1K-15K
+4.9% vs SPY
NVDANVIDIA Corporation - Common Stock
2025-08-01 → 2026-08-07 · 371d late
Michael Rulli
House · R · OH
Sell$1K-15K
+3.9% vs SPY
NVDANVIDIA Corporation - Common Stock
2025-07-31 → 2026-08-07 · 372d late
Michael Rulli
House · R · OH
Sell$1K-15K
+66.3% vs SPY
GOOGLAlphabet Inc. - Class A Common Stock
2025-07-03 → 2026-08-07 · 400d late
Michael Rulli
House · R · OH
Sell$1K-15K
-11.9% vs SPY
AMZNAmazon.com, Inc. - Common Stock
2025-07-03 → 2026-08-07 · 400d late
Michael Rulli
House · R · OH
Sell$1K-15K
-18.7% vs SPY
PRUPrudential Financial, Inc. Common Stock
2025-05-07 → 2026-08-07 · 457d late
Michael Rulli
House · R · OH
Buy$1K-15K
-43.3% vs SPY
ORCLOracle Corporation Common Stock
2025-01-14 → 2026-08-07 · 570d late
Michael Rulli
House · R · OH
Sell$1K-15K
-64.2% vs SPY
NOWServiceNow, Inc. Common Stock
2024-12-16 → 2026-08-07 · 599d late
Michael Rulli
House · R · OH
Sell$1K-15K
+1.0% vs SPY
TMOThermo Fisher Scientific Inc Common Stock
2024-12-12 → 2026-08-07 · 603d late
Michael Rulli
House · R · OH
Sell$1K-15K
-16.3% vs SPY
PFEPfizer, Inc. Common Stock
2024-11-26 → 2026-08-07 · 619d late