Ritchie John TorresHouse

U.S. Representative · NY-15 · D · 2024-09 → 2025-07

Chamber
House
Party
D
State
NY
Trades
155 (81 buys · 74 sells)
Estimated volume
$1.2M
Late filings
56% (87 of 155)
Median filing lag
225 days
Outperformance rank
#80 of 142 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
$554K
from $504K cost
Estimated gain
+$50K
Up 9.9%
Versus the S&P 500
-$123K
SPY would hold $677K
Positions
62
from 63 buys
#PositionSinceCost basisValue todayGainShare of portfolio
1
MRVLMarvell Technology, Inc. - Common Stock
2025-06-06$8K$32K+298%6%
2
ASMLASML Holding N.V. - New York Registry Shares
2024-09-26$8K$18K+119%3%
3
GOOGLAlphabet Inc. - Class A Common Stock
2024-09-26$8K$17K+111%3%
4
AVGOBroadcom Inc. - Common Stock
2024-09-26$8K$16K+99%3%
5
NVDANVIDIA Corporation - Common Stock
2024-09-26$8K$15K+89%3%
6
MSMorgan Stanley Common Stock
2024-09-26$8K$15K+82%3%
7
JNJJohnson & Johnson Common Stock
2024-09-26$8K$13K+59%2%
8
JPMJP Morgan Chase & Co. Common Stock
2024-09-26$8K$13K+58%2%
9
WMBWilliams Companies, Inc.
2024-09-26$8K$13K+58%2%
10
MCKMcKesson Corporation Common Stock
2025-01-07$8K$12K+54%2%
11
KMIKinder Morgan, Inc. Common Stock
2024-09-26$8K$11K+43%2%
12
EQTEQT Corporation Common Stock
2024-09-26$8K$11K+41%2%
13
PAGPPlains GP Holdings, L.P. - Class A Shares representing limited partner interests
2024-09-26$8K$11K+41%2%
14
TXNTexas Instruments Incorporated - Common Stock
2024-09-26$8K$11K+40%2%
15
ABBVAbbVie Inc. Common Stock
2024-09-26$8K$11K+37%2%
Showing top 15 of 62 positions by value

Trades that mattered most

These 8 buys explain 29% of their result against the S&P 500.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1MRVL
Marvell Technology, Inc. - Common Stock
2025-06-061.3y$1K-15K+298%+270%
2ARE
Alexandria Real Estate Equities, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-262.0y$1K-15K-61%-96%
3LINE
Lineage, Inc. - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-262.0y$1K-15K-56%-91%
4LEN
Lennar Corporation Class A Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-262.0y$1K-15K-55%-89%
5OWL
Blue Owl Capital Inc. Class A Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-262.0y$1K-15K-52%-87%
6ASML
ASML Holding N.V. - New York Registry Shares
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-262.0y$1K-15K+119%+85%
7MKC
McCormick & Company, Incorporated Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-262.0y$1K-15K-46%-81%
8CMCSA
Comcast Corporation - Class A Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-262.0y$1K-15K-44%-78%

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
1MRVL21/11 of 1+298%+28%
2MKC32/10 of 2-43%+33%
3ARE11/00 of 1-61%+34%
4LINE11/00 of 1-56%+34%
5LEN21/10 of 1-55%+34%
6OWL21/10 of 1-52%+34%
7ASML21/11 of 1+119%+34%
8CMCSA11/00 of 1-44%+34%
9GOOGL21/11 of 1+111%+34%
10OTIS21/10 of 1-38%+34%
11EIX11/00 of 1-38%+34%
12UNH11/00 of 1-35%+34%
13AVGO31/21 of 1+99%+34%
14AMT21/10 of 1-30%+34%
15HD21/10 of 1-29%+34%

Committees

Sits onFinancial Services HouseChina (select) House

Trades in lobbying companies12 of 61 stock trades since January 2025
StockLobbied onTrades
GOOGLH.R. 8315 Homeland Acceleration of Recovering…1
ARESH.R. 2225 Access to Small Business Investor…1
BACH.R. 3881 Credit Card Competition Act of 2023 +21
OWLH.R. 1379 Access to Small Business Investor…1
CH.R. 2392 STABLE Act of 2025 +21

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

155 of 155

MCKMcKesson Corporation Common Stock
Filing Status: Amended COMMENTS: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-01-07 → 2026-07-08 · 547d late
Ritchie John Torres
House · D · NY
Sell$1K-15K
+13.2% vs SPY
ABBVAbbVie Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
+67.2% vs SPY
GOOGLAlphabet Inc. - Class A Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-38.8% vs SPY
AMHAmerican Homes 4 Rent Common Shares of Beneficial Interest
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-49.4% vs SPY
AMTAmerican Tower Corporation
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-45.9% vs SPY
APOApollo Global Management, Inc.
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
+34.6% vs SPY
AAPLApple Inc. - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-57.1% vs SPY
ARESAres Management Corporation Class A Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
+109.4% vs SPY
ASMLASML Holding N.V. - New York Registry Shares
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
BACBank of America Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-27.2% vs SPY
BLKBlackRock, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-54.4% vs SPY
BXBlackstone Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-75.4% vs SPY
OWLBlue Owl Capital Inc. Class A Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
AVGOBroadcom Inc. - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
+24.7% vs SPY
CCitigroup, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
KOCoca-Cola Company
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-29.4% vs SPY
CLColgate-Palmolive Company Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
ETNEaton Corporation, PLC Ordinary Shares
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
EMREmerson Electric Company Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-32.7% vs SPY
EQTEQT Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
+12.1% vs SPY
EQIXEquinix, Inc. - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-28.7% vs SPY
ELSEquity Lifestyle Properties, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-27.5% vs SPY
EQREquity Residential Common Shares of Beneficial Interest
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
+32.0% vs SPY
FCXFreeport-McMoRan, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
GSGoldman Sachs Group, Inc.
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
+211.2% vs SPY
HPEHewlett Packard Enterprise Company Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-47.0% vs SPY
HDHome Depot, Inc.
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
JPMJP Morgan Chase & Co. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-11.8% vs SPY
KMIKinder Morgan, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-32.3% vs SPY
LHXL3Harris Technologies, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
+251.1% vs SPY
MRVLMarvell Technology, Inc. - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-61.3% vs SPY
MKCMcCormick & Company, Incorporated Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
MCKMcKesson Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
+49.7% vs SPY
MRKMerck & Company, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-21.9% vs SPY
METAMeta Platforms, Inc. - Class A Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
METMetLife, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-20.6% vs SPY
MSFTMicrosoft Corporation - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
+10.3% vs SPY
MSMorgan Stanley Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-20.1% vs SPY
NEENextEra Energy, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-30.5% vs SPY
NOCNorthrop Grumman Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-15.4% vs SPY
OKEONEOK, Inc. Common Stock
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-61.7% vs SPY
ORCLOracle Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-59.0% vs SPY
OTISOtis Worldwide Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-30.3% vs SPY
PEPPepsico, Inc.
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-27.7% vs SPY
PPLPPL Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-31.1% vs SPY
PGProcter & Gamble Company
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
QCOMQUALCOMM Incorporated - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
RHHBYROCHE HOLDING LTD S/ADR
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-32.5% vs SPY
CRMSalesforce, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-31.1% vs SPY
SHWSherwin-Williams Company
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
TRPTC Energy Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-51.6% vs SPY
TMUST-Mobile US, Inc.
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
UNPUnion Pacific Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
—US Treasury Note 9128284V9
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
—US Treasury Note 912828P46
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
—US Treasury Note 91282CAE1
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
—US Treasury Note 91282CAY75
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
—US Treasury Note 91282CFF3
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
—US Treasury Note 91282CFY2
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
—US Treasury Note 91282CGM7
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
—US Treasury Note 91282CHA2
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
—US Treasury Note 91282CMP3
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
—US Treasury Note 91282CNE7
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
—US Treasury Note 91282CNG2
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-13.1% vs SPY
VZVerizon Communications Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-55.6% vs SPY
VICIVICI Properties Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-13.0% vs SPY
WMTWalmart Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Sell$1K-15K
-39.5% vs SPY
WCNWaste Connections, Inc. Common Shares
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
WMBWilliams Companies, Inc.
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-07-11 → 2025-08-20 · 40d
Ritchie John Torres
House · D · NY
Buy$1K-15K
+269.9% vs SPY
MRVLMarvell Technology, Inc. - Common Stock
2025-06-06 → 2025-08-20 · 75d late
—US Treasury Note 91282CGC91
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-06-06 → 2025-08-20 · 75d late
—US Treasury Note 91282CLP40
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-06-06 → 2025-08-20 · 75d late
—US Treasury Note 91282CMU26
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-06-06 → 2025-08-20 · 75d late
TRPTC Energy Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-04-09 → 2025-08-20 · 133d late
—US Treasury Note 91282CKY6
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-03-24 → 2025-08-20 · 149d late
—US Treasury Note 91282CMP3
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-03-24 → 2025-08-20 · 149d late
Ritchie John Torres
House · D · NY
Sell$1K-15K
-22.9% vs SPY
HONHoneywell International Inc.
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-02-28 → 2025-08-20 · 173d late
—US Treasury Note 91282CLP4
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-02-18 → 2025-08-20 · 183d late
Ritchie John Torres
House · D · NY
Sell·p$1K-15K
+24.6% vs SPY
AVGOBroadcom Inc. - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-01-07 → 2025-08-20 · 225d late
MKCMcCormick & Company, Incorporated Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2025-01-07 → 2025-08-20 · 225d late
—US Treasury Note 91282CGM7
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-12-09 → 2025-08-20 · 254d late
ARESAres Management Corporation Class A Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-10-09 → 2025-08-20 · 315d late
—US Treasury Note 91282CLP4
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-10-09 → 2025-08-20 · 315d late
ABBVAbbVie Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
AREAlexandria Real Estate Equities, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
GOOGLAlphabet Inc. - Class A Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
AMHAmerican Homes 4 Rent Common Shares of Beneficial Interest
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
AMTAmerican Tower Corporation
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
APOApollo Global Management, Inc.
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
APPLAppell Pete Corp
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
ASMLASML Holding N.V. - New York Registry Shares
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
BLKBlackRock, Inc. Common Stock
2024-09-26 → 2025-08-20 · 328d late
BXBlackstone Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
OWLBlue Owl Capital Inc. Class A Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
AVGOBroadcom Inc. - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
KOCoca-Cola Company
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
CMCSAComcast Corporation - Class A Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
SREDBA Sempra Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
EIXEdison International Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
ENBEnbridge Inc Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
EQTEQT Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
EQIXEquinix, Inc. - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
ELSEquity Lifestyle Properties, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
EQREquity Residential Common Shares of Beneficial Interest
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
GLPIGaming and Leisure Properties, Inc. - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
HDHome Depot, Inc.
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
Ritchie John Torres
House · D · NY
Sell$1K-15K
-39.5% vs SPY
ICEIntercontinental Exchange Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
ICEIntercontinental Exchange Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
JNJJohnson & Johnson Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
JPMJP Morgan Chase & Co. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
KMIKinder Morgan, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
LHXL3Harris Technologies, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
Ritchie John Torres
House · D · NY
Sell$1K-15K
-89.4% vs SPY
LENLennar Corporation Class A Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
LENLennar Corporation Class A Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
LINELineage, Inc. - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
LMTLockheed Martin Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
MKCMcCormick & Company, Incorporated Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
MRKMerck & Company, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
METAMeta Platforms, Inc. - Class A Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
MSFTMicrosoft Corporation - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
MSMorgan Stanley Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
NSRGYNESTLE S.A S/ADR
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
NEENextEra Energy, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
NOCNorthrop Grumman Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
NVDANVIDIA Corporation - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
NXPINXP Semiconductors N.V. - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
ODFLOld Dominion Freight Line, Inc. - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
OKEONEOK, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
ORCLOracle Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
OTISOtis Worldwide Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
PAGPPlains GP Holdings, L.P. - Class A Shares representing limited partner interests
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
PPLPPL Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
PGProcter & Gamble Company
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
PLDPrologis, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
PEGPublic Service Enterprise Group Incorporated Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
QCOMQUALCOMM Incorporated - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
CRMSalesforce, Inc. Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
SHWSherwin-Williams Company
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
TXNTexas Instruments Incorporated - Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
TMUST-Mobile US, Inc.
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
USBU.S. Bancorp Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
UNPUnion Pacific Corporation Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
UNHUnitedHealth Group Incorporated Common Stock
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
—US Treasury Note 9128284V9
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
—US Treasury Note 912828P46
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
—US Treasury Note 912828P469
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
—US Treasury Note 91282CAE1
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
—US Treasury Note 91282CAY7
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
—US Treasury Note 91282CFF3
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
—US Treasury Note 91282CFK2
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
—US Treasury Note 91282CFY2
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
—US Treasury Note 91282CGM7
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
—US Treasury Note 91282CHA2
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
—US Treasury Note 91282CKY6
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late
WMBWilliams Companies, Inc.
This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction.
2024-09-26 → 2025-08-20 · 328d late