WhatInvestorsBuy

Jonathan L. Jackson: Stock Portfolio, Performance and Latest Trades

Jonathan L. Jackson

U.S. Representative, IL-1

D Democrat

Trades disclosed195
Bought / sold109 / 86
Est. volume$5.4M
Typical delay33 days

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Jonathan L. Jackson's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
NVDANVIDIA Corporation
10.9%$186.06+27.6%$237.47Apr 14, 20230
CAHCardinal Health, Inc.
10.2%$203.58+14.0%$232.16Jan 12, 20240
PHParker-Hannifin Corporation
9.78%$873.59+9.1%$952.79Jan 9, 20230
MSFTMicrosoft Corporation
7.38%$480.57+10.2%$529.76Held at end of 20231
CCitigroup, Inc.
6.72%$114.66+11.0%$127.32Jan 30, 20264
VSATViaSat, Inc.
5.48%$44.23+60.2%$70.87Jan 22, 20262
AMEAMETEK, Inc.
4.47%$204.38+21.6%$248.62Jan 23, 20230
MARMarriott International
4.25%$308.40+15.6%$356.50Jun 6, 20230
VTHRXVanguard Target Retirement 2030 Fund
3.95%$42.33+7.3%$45.43Held at end of 20230
HIGThe Hartford Insurance Group, Inc.
3.80%$135.97−6.7%$126.92Held at end of 20230
WMTWalmart Inc.
3.71%$118.68−8.9%$108.16Held at end of 20251
SPGSimon Property Group, Inc.
3.31%$190.35+3.8%$197.59Aug 26, 20241
EMEEMCOR Group, Inc.
2.55%$610.80+28.5%$784.66Aug 29, 20230
JPMJP Morgan Chase & Co.
2.49%$314.62+4.8%$329.58Apr 24, 20241
GEVGE Vernova Inc.
2.19%$725.56+37.4%$997.09Jan 30, 20261
BPBP p.l.c.
1.98%$44.58−0.2%$44.51Mar 19, 20262
QQQInvesco QQQ Trust, Series 1
1.97%$612.22+23.8%$757.73Held at end of 20250
ITOTiShares Core S&P Total U.S. Stock Market ETF
1.83%$147.57+14.7%$169.28Held at end of 20250
DGOYXDavis Opportunity Fd Class Y
1.78%$43.51+11.5%$48.51Held at end of 20250
GSFTXColumbia Dividend Income Fund Class I
1.77%$35.85+11.1%$39.82Held at end of 20250
CMNIXCalamos Market Neutral Fd Cl I
1.67%$15.57+4.6%$16.29Held at end of 20250
SCFFXShenkman Capital Short Duration High Income Fund Class F
1.62%$9.53+1.6%$9.68Held at end of 20250
PTIAXPerformance Trust Total Return Bond Fund-Institutional Class
1.55%$19.24−2.4%$18.77Held at end of 20250
FTGCFirst Trust Global Tactical Commodity Strategy Fund
0.53%$22.65+36.3%$30.87Held at end of 20250
WMBWilliams Companies, Inc.
0.48%$58.82+21.5%$71.46Mar 17, 20250
IPACiShares Core MSCI Pacific ETF
0.46%$72.43+17.8%$85.31Held at end of 20250
CWBState Street SPDR Bloomberg Convertible Securities ETF
0.45%$88.17+15.0%$101.40Held at end of 20250
AVGOBroadcom Inc.
0.43%$344.20+9.4%$376.51Held at end of 20230
WELLWelltower Inc.
0.42%$205.66+7.5%$221.12Feb 11, 20261
AIRRFirst Trust RBA American Industrial Renaissance ETF
0.42%$98.26+6.3%$104.48Held at end of 20250
TYGTortoise Energy Infrastructure Corporation
0.41%$37.26+3.4%$38.51Held at end of 20250
CWCurtiss-Wright Corporation
0.36%$550.63−7.5%$509.10Held at end of 20250
HLTHilton Worldwide Holdings Inc.
0.36%$346.95−7.6%$320.53Jun 15, 20261
SPHRSphere Entertainment Co. Class A
0.27%$154.38−31.2%$106.24Jun 15, 20261

Jonathan L. Jackson's buys and sells

Jan 9, 2023 to Aug 28, 2026, 37 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
VSATJointViaSat, Inc.
Sold part$1K–$15KAug 28, 2026Sep 3, 20266 days later
HLTSpouseHilton Worldwide Holdings Inc.
Bought$1K–$15KJun 15, 2026Jul 15, 202630 days later
MCKSpouseMcKesson Corporation
Sold$1K–$15KJun 15, 2026Jul 15, 202630 days later
SPHRSpouseSphere Entertainment Co. Class A
Bought$1K–$15KJun 15, 2026Jul 15, 202630 days later
MSFTJointMicrosoft Corporation
Sold part$15K–$50KMay 12, 2026Jun 16, 202635 days later
ORLYO'Reilly Automotive, Inc.
Sold$1K–$15KApr 24, 2026May 27, 202633 days later
VJointVisa Inc.
Sold$50K–$100KApr 24, 2026May 27, 202633 days later
SPGJointSimon Property Group, Inc.
Bought$15K–$50KApr 20, 2026May 27, 202637 days later
THCJointTenet Healthcare Corporation
Sold$15K–$50KApr 20, 2026May 27, 202637 days later
THCSpouseTenet Healthcare Corporation
Sold$1K–$15KApr 15, 2026May 27, 202642 days later
BPBP p.l.c.
Bought$1K–$15KMar 20, 2026Apr 8, 202619 days later
BPJointBP p.l.c.
Bought$15K–$50KMar 19, 2026Apr 8, 202620 days later
ORLYJointO'Reilly Automotive, Inc.
Sold$15K–$50KMar 19, 2026Apr 8, 202620 days later
AMZNAmazon.com, Inc.
Sold$1K–$15KMar 9, 2026Apr 8, 202630 days later
IBMJointInternational Business Machines Corporation
Sold$50K–$100KFeb 17, 2026Mar 12, 202623 days later
IBMInternational Business Machines Corporation
Sold$1K–$15KFeb 17, 2026Mar 12, 202623 days later
BKThe Bank of New York Mellon Corporation
Bought$1K–$15KFeb 17, 2026Mar 12, 202623 days later
BKJointThe Bank of New York Mellon Corporation
Bought$50K–$100KFeb 17, 2026Mar 12, 202623 days later
AMZNSpouseAmazon.com, Inc.
Sold$1K–$15KFeb 11, 2026Mar 12, 202629 days later
CSpouseCitigroup, Inc.
Bought$1K–$15KFeb 11, 2026Mar 12, 202629 days later
THCSpouseTenet Healthcare Corporation
Sold part$1K–$15KFeb 11, 2026Mar 12, 202629 days later
WELLSpouseWelltower Inc.
Bought$1K–$15KFeb 11, 2026Mar 12, 202629 days later
AMZNAmazon.com, Inc.
Bought$1K–$15KFeb 5, 2026Mar 12, 202635 days later
CJointCitigroup, Inc.
Bought$50K–$100KFeb 5, 2026Mar 12, 202635 days later
PANWJointPalo Alto Networks, Inc.
Sold$50K–$100KFeb 5, 2026Mar 12, 202635 days later
BRCMBroadcom Corporation Class A
Sold$1K–$15KFeb 4, 2026Mar 12, 202636 days later
CCitigroup, Inc.
Bought$1K–$15KFeb 4, 2026Mar 12, 202636 days later
SHOPShopify Inc. Class A Subordinate Voting Shares
Sold$1K–$15KFeb 3, 2026Mar 12, 202637 days later
CJointCitigroup, Inc.
Bought$15K–$50KJan 30, 2026Feb 23, 202624 days later
GEVJointGE Vernova Inc.
Bought$15K–$50KJan 30, 2026Feb 23, 202624 days later
SHOPJointShopify Inc. Class A Subordinate Voting Shares
Sold$50K–$100KJan 30, 2026Feb 23, 202624 days later
CPNGJointCoupang, Inc. Class A
Sold$15K–$50KJan 22, 2026Feb 23, 202632 days later
VSATJointViaSat, Inc.
Bought$50K–$100KJan 22, 2026Feb 23, 202632 days later
JPMSpouseJP Morgan Chase & Co.
Bought$1K–$15KJan 20, 2026Feb 23, 202634 days later
HOODSpouseRobinhood Markets, Inc.
Sold$1K–$15KJan 20, 2026Feb 23, 202634 days later
PLTRJointPalantir Technologies Inc.
Sold$15K–$50KJan 16, 2026Feb 23, 202638 days later
TMUSJointT-Mobile US, Inc.
Sold$50K–$100KJan 13, 2026Feb 23, 202641 days later
WMTJointWalmart Inc.
Bought$50K–$100KJan 13, 2026Feb 23, 202641 days later
PLTRJointPalantir Technologies Inc.
Bought$15K–$50KDec 22, 2025Jan 8, 202617 days later
HOODJointRobinhood Markets, Inc.
Sold$15K–$50KDec 22, 2025Jan 8, 202617 days later
MELIJointMercadoLibre, Inc.
Sold$15K–$50KDec 10, 2025Jan 8, 202629 days later
THCJointTenet Healthcare Corporation
Bought$15K–$50KDec 10, 2025Jan 8, 202629 days later
NFLXJointNetflix, Inc.
Sold$50K–$100KDec 8, 2025Jan 8, 202631 days later
SHOPJointShopify Inc. Class A Subordinate Voting Shares
Bought$50K–$100KDec 8, 2025Jan 8, 202631 days later
METASpouseMeta Platforms, Inc.
Sold$1K–$15KNov 11, 2025Dec 5, 202524 days later
STTSpouseState Street Corporation
Bought$1K–$15KNov 11, 2025Dec 5, 202524 days later
TMUSSpouseT-Mobile US, Inc.
Sold$1K–$15KNov 11, 2025Dec 5, 202524 days later
DOCSJointDoximity, Inc. Class A
Sold$15K–$50KNov 6, 2025Dec 5, 202529 days later
HOODJointRobinhood Markets, Inc.
Bought$15K–$50KNov 6, 2025Dec 5, 202529 days later
MCKMcKesson Corporation
Sold$1K–$15KOct 8, 2025Nov 10, 202533 days later
HOODJointRobinhood Markets, Inc.
Bought$15K–$50KOct 8, 2025Nov 10, 202533 days later
SHOPShopify Inc. Class A Subordinate Voting Shares
Bought$1K–$15KOct 8, 2025Nov 10, 202533 days later
SHOPJointShopify Inc. Class A Subordinate Voting Shares
Bought$15K–$50KOct 6, 2025Nov 10, 202535 days later
HOODSpouseRobinhood Markets, Inc.
Bought$1K–$15KSep 5, 2025Oct 15, 202540 days later
LRCXSpouseLam Research Corporation
Sold$1K–$15KSep 3, 2025Oct 15, 202542 days later
THCSpouseTenet Healthcare Corporation
Bought$1K–$15KSep 3, 2025Oct 15, 202542 days later
ARMSpouseArm Holdings plc American Depositary Shares
Sold$1K–$15KSep 2, 2025Oct 15, 202543 days later
DOCSJointDoximity, Inc. Class A
Bought$15K–$50KAug 25, 2025Sep 23, 202529 days later
IBMSpouseInternational Business Machines Corporation
Sold$1K–$15KAug 13, 2025Sep 23, 202541 days later
LRCXSpouseLam Research Corporation
Bought$1K–$15KAug 13, 2025Sep 23, 202541 days later
ARMSpouseArm Holdings plc American Depositary Shares
Bought$1K–$15KJul 17, 2025Aug 25, 202539 days later
FMXSpouseFomento Economico Mexicano S.A.B. de C.V.
Sold$1K–$15KJul 17, 2025Aug 25, 202539 days later
LLYJointEli Lilly and Company
Sold$15K–$50KJun 3, 2025Jul 14, 202541 days later
IBMJointInternational Business Machines Corporation
Bought$15K–$50KJun 3, 2025Jul 14, 202541 days later
LLYSpouseEli Lilly and Company
Sold$1K–$15KMay 21, 2025Aug 25, 202596 days later · late
FMXSpouseFomento Economico Mexicano S.A.B. de C.V.
Bought$1K–$15KMay 21, 2025Aug 25, 202596 days later · late
IBMSpouseInternational Business Machines Corporation
Bought$1K–$15KMay 21, 2025Aug 25, 202596 days later · late
CHDJointChurch & Dwight Company, Inc.
Sold$15K–$50KMay 14, 2025Jun 13, 202530 days later
IBMJointInternational Business Machines Corporation
Bought$50K–$100KMay 14, 2025Jun 13, 202530 days later
LINJointLinde plc
Sold$50K–$100KMay 7, 2025Jun 13, 202537 days later
CHDSpouseChurch & Dwight Company, Inc.
Sold$1K–$15KMay 5, 2025Aug 25, 2025112 days later · late
AMZNSpouseAmazon.com, Inc.
Bought$1K–$15KApr 23, 2025Aug 25, 2025124 days later · late
CHDSpouseChurch & Dwight Company, Inc.
Bought$1K–$15KApr 23, 2025Aug 25, 2025124 days later · late
LLYSpouseEli Lilly and Company
Bought$1K–$15KApr 23, 2025Aug 25, 2025124 days later · late
MCKSpouseMcKesson Corporation
Bought$1K–$15KApr 23, 2025Aug 25, 2025124 days later · late
METASpouseMeta Platforms, Inc.
Bought$1K–$15KApr 23, 2025Aug 25, 2025124 days later · late
TMUSSpouseT-Mobile US, Inc.
Bought$1K–$15KApr 23, 2025Aug 25, 2025124 days later · late
WMBSpouseWilliams Companies, Inc.
Sold part$1K–$15KApr 23, 2025Aug 25, 2025124 days later · late
GOOGLJointAlphabet Inc.
Sold$15K–$50KApr 21, 2025May 13, 202522 days later
LLYJointEli Lilly and Company
Bought$15K–$50KApr 21, 2025May 13, 202522 days later
AMZNJointAmazon.com, Inc.
Sold$15K–$50KApr 16, 2025May 13, 202527 days later
METAJointMeta Platforms, Inc.
Sold$1K–$15KApr 16, 2025May 13, 202527 days later
NFLXJointNetflix, Inc.
Bought$50K–$100KApr 16, 2025May 13, 202527 days later
ARMKJointAramark
Sold$15K–$50KApr 10, 2025May 13, 202533 days later
MSFTJointMicrosoft Corporation
Sold part$50K–$100KApr 10, 2025May 13, 202533 days later
GSSpouseGoldman Sachs Group, Inc.
Sold$1K–$15KApr 7, 2025Aug 25, 2025140 days later · late
KKRSpouseKKR & Co. Inc.
Sold$1K–$15KApr 4, 2025Aug 25, 2025143 days later · late
ILLINOIS WESLEYAN UNIV FIN REV RE; 4.0%; Due 09/01/2041BondJoint
Bought$15K–$50KMar 28, 2025Apr 8, 202511 days later
AMZNSpouseAmazon.com, Inc.
Bought$1K–$15KMar 24, 2025Aug 25, 2025154 days later · late
CHDSpouseChurch & Dwight Company, Inc.
Bought$1K–$15KMar 24, 2025Aug 25, 2025154 days later · late
GSSpouseGoldman Sachs Group, Inc.
Bought$1K–$15KMar 24, 2025Aug 25, 2025154 days later · late
KKRSpouseKKR & Co. Inc.
Bought$1K–$15KMar 24, 2025Aug 25, 2025154 days later · late
MCKSpouseMcKesson Corporation
Bought$1K–$15KMar 24, 2025Aug 25, 2025154 days later · late
METASpouseMeta Platforms, Inc.
Bought$1K–$15KMar 24, 2025Aug 25, 2025154 days later · late
TMUSSpouseT-Mobile US, Inc.
Bought$1K–$15KMar 24, 2025Aug 25, 2025154 days later · late
WMBSpouseWilliams Companies, Inc.
Bought$1K–$15KMar 24, 2025Aug 25, 2025154 days later · late
PANWSpousePalo Alto Networks, Inc.
Sold$1K–$15KMar 17, 2025Aug 25, 2025161 days later · late
WMBSpouseWilliams Companies, Inc.
Bought$1K–$15KMar 17, 2025Aug 25, 2025161 days later · late
CRMJointSalesforce, Inc.
Sold$15K–$50KMar 11, 2025Apr 8, 202528 days later
MCKMcKesson Corporation
Bought$1K–$15KMar 4, 2025Apr 8, 202535 days later
MSFTMicrosoft Corporation
Sold$1K–$15KMar 4, 2025Apr 8, 202535 days later
AMZNSpouseAmazon.com, Inc.
Bought$1K–$15KMar 3, 2025Aug 25, 2025175 days later · late
CHDSpouseChurch & Dwight Company, Inc.
Bought$1K–$15KMar 3, 2025Aug 25, 2025175 days later · late
GSSpouseGoldman Sachs Group, Inc.
Bought$1K–$15KMar 3, 2025Aug 25, 2025175 days later · late
KKRSpouseKKR & Co. Inc.
Bought$1K–$15KMar 3, 2025Aug 25, 2025175 days later · late
MCKSpouseMcKesson Corporation
Bought$1K–$15KMar 3, 2025Aug 25, 2025175 days later · late
METASpouseMeta Platforms, Inc.
Bought$1K–$15KMar 3, 2025Aug 25, 2025175 days later · late
PANWSpousePalo Alto Networks, Inc.
Bought$1K–$15KMar 3, 2025Aug 25, 2025175 days later · late
TMUSSpouseT-Mobile US, Inc.
Bought$1K–$15KMar 3, 2025Aug 25, 2025175 days later · late
GDJointGeneral Dynamics Corporation
Sold$15K–$50KDec 16, 2024Jan 16, 202531 days later
ORLYJointO'Reilly Automotive, Inc.
Bought$15K–$50KDec 16, 2024Jan 16, 202531 days later
METAJointMeta Platforms, Inc.
Bought$1K–$15KDec 9, 2024Jan 16, 202538 days later
TIMBJointTIM S.A. American Depositary Shares
Sold$15K–$50KDec 9, 2024Jan 16, 202538 days later
AMZNJointAmazon.com, Inc.
Bought$15K–$50KNov 27, 2024Dec 12, 202415 days later
AMATJointApplied Materials, Inc.
Sold$15K–$50KNov 27, 2024Dec 12, 202415 days later
CHDJointChurch & Dwight Company, Inc.
Bought$15K–$50KNov 13, 2024Dec 12, 202429 days later
REGNJointRegeneron Pharmaceuticals, Inc.
Sold$15K–$50KNov 13, 2024Dec 12, 202429 days later
REGNJointRegeneron Pharmaceuticals, Inc.
Sold part$1K–$15KNov 1, 2024Dec 12, 202441 days later
ASMLJointASML Holding N.V. New York Registry Shares
Sold$15K–$50KOct 28, 2024Nov 29, 202432 days later
CRMJointSalesforce, Inc.
Bought$15K–$50KOct 28, 2024Nov 29, 202432 days later
GDJointGeneral Dynamics Corporation
Bought$15K–$50KSep 24, 2024Oct 11, 202417 days later
MRKJointMerck & Company, Inc.
Sold$15K–$50KSep 24, 2024Oct 11, 202417 days later
ARMKJointAramark
Bought$15K–$50KSep 19, 2024Oct 11, 202422 days later
AESJointThe AES Corporation
Sold$15K–$50KSep 19, 2024Oct 11, 202422 days later
LRCXJointLam Research Corporation
Sold$15K–$50KAug 26, 2024Sep 20, 202425 days later
SPGJointSimon Property Group, Inc.
Bought$15K–$50KAug 26, 2024Sep 20, 202425 days later
TECKJointTeck Resources Ltd Ordinary Shares
Sold$15K–$50KJul 23, 2024Aug 12, 202420 days later
CRMJointSalesforce, Inc.
Sold$15K–$50KJul 9, 2024Aug 12, 202434 days later
TECKJointTeck Resources Ltd Ordinary Shares
Bought$15K–$50KJul 9, 2024Aug 12, 202434 days later
AESJointThe AES Corporation
Bought$15K–$50KJul 9, 2024Aug 12, 202434 days later
COPJointConocoPhillips
Sold$15K–$50KJul 5, 2024Aug 12, 202438 days later
ACIJointAlbertsons Companies, Inc. Class A
Sold$15K–$50KJul 3, 2024Aug 12, 202440 days later
CPNGJointCoupang, Inc. Class A
Bought$15K–$50KJul 3, 2024Aug 12, 202440 days later
HXLJointHexcel Corporation
Sold$15K–$50KApr 24, 2024May 7, 202413 days later
JPMJointJP Morgan Chase & Co.
Bought$15K–$50KApr 24, 2024May 7, 202413 days later
COPJointConocoPhillips
Bought$15K–$50KApr 2, 2024May 7, 202435 days later
LULUJointlululemon athletica inc.
Sold$15K–$50KApr 2, 2024May 7, 202435 days later
ADIJointAnalog Devices, Inc.
Sold part$15K–$50KMar 13, 2024Apr 24, 202442 days later
AAPLJointApple Inc.
Sold$15K–$50KMar 13, 2024Apr 24, 202442 days later
AMATJointApplied Materials, Inc.
Bought$50K–$100KMar 13, 2024Apr 24, 202442 days later
ASMLJointASML Holding N.V. New York Registry Shares
Bought$15K–$50KMar 13, 2024Apr 24, 202442 days later
INTCJointIntel Corporation
Sold$15K–$50KMar 13, 2024Apr 24, 202442 days later
HXLJointHexcel Corporation
Bought$15K–$50KFeb 16, 2024Mar 19, 202432 days later
LRCXJointLam Research Corporation
Bought$15K–$50KJan 19, 2024Feb 15, 202427 days later
REGNJointRegeneron Pharmaceuticals, Inc.
Bought$1K–$15KJan 17, 2024Feb 15, 202429 days later
WJointWayfair Inc. Class A
Sold$15K–$50KJan 17, 2024Feb 15, 202429 days later
CAHJointCardinal Health, Inc.
Bought$50K–$100KJan 12, 2024Feb 15, 202434 days later
BPJointBP p.l.c.
Sold$15K–$50KJan 8, 2024Feb 15, 202438 days later
INTCJointIntel Corporation
Bought$15K–$50KJan 8, 2024Feb 15, 202438 days later
HEIJointHeico Corporation
Sold$15K–$50KDec 20, 2023Jan 12, 202423 days later
WJointWayfair Inc. Class A
Bought$1K–$15KDec 20, 2023Jan 12, 202423 days later
WJointWayfair Inc. Class A
Bought$15K–$50KDec 15, 2023Jan 12, 202428 days later
ACIJointAlbertsons Companies, Inc. Class A
Bought$15K–$50KDec 14, 2023Jan 12, 202429 days later
PANWJointPalo Alto Networks, Inc.
Bought$50K–$100KDec 1, 2023Jan 12, 202442 days later
ASMLJointASML Holding N.V. New York Registry Shares
Sold$15K–$50KNov 16, 2023Dec 4, 202318 days later
CHXJointChampionX Corporation
Sold$15K–$50KNov 16, 2023Dec 4, 202318 days later
HONJointHoneywell International Inc.
Sold$50K–$100KNov 16, 2023Dec 4, 202318 days later
TMUSJointT-Mobile US, Inc.
Bought$15K–$50KNov 7, 2023Dec 4, 202327 days later
LULUJointlululemon athletica inc.
Bought$15K–$50KOct 30, 2023Nov 16, 202317 days later
HSYJointThe Hershey Company
Sold$15K–$50KOct 30, 2023Nov 16, 202317 days later
GPKJointGraphic Packaging Holding Company
Sold$15K–$50KOct 11, 2023Nov 16, 202336 days later
MARJointMarriott International Class A
Bought$15K–$50KOct 11, 2023Nov 16, 202336 days later
NEEJointNextEra Energy, Inc.
Sold$15K–$50KOct 4, 2023Nov 16, 202343 days later
DTEJointDTE Energy Company
Sold$15K–$50KSep 26, 2023Nov 1, 202336 days later
CHXJointChampionX Corporation
Bought$15K–$50KSep 19, 2023Nov 1, 202343 days later
NEEJointNextEra Energy, Inc.
Sold part$15K–$50KSep 19, 2023Nov 1, 202343 days later
TIMBJointTIM S.A. American Depositary Shares
Bought$15K–$50KAug 31, 2023Sep 11, 202311 days later
WCNJointWaste Connections, Inc. Common Shares
Sold$15K–$50KAug 31, 2023Sep 11, 202311 days later
EMEJointEMCOR Group, Inc.
Bought$1K–$15KAug 29, 2023Sep 11, 202313 days later
NEEJointNextEra Energy, Inc.
Sold part$1K–$15KAug 29, 2023Sep 11, 202313 days later
LINJointLinde plc Ordinary Shares
Bought$15K–$50KJul 31, 2023Aug 9, 20239 days later
LINJointLinde plc Ordinary Shares
Bought$15K–$50KJul 18, 2023Aug 9, 202322 days later
NEEJointNextEra Energy, Inc.
Sold part$15K–$50KJul 18, 2023Aug 9, 202322 days later
DEJointDeere & Company
Sold$15K–$50KJun 23, 2023Jul 7, 202314 days later
REGNJointRegeneron Pharmaceuticals, Inc.
Bought$15K–$50KJun 23, 2023Jul 7, 202314 days later
CRMJointSalesforce, Inc.
Bought$15K–$50KJun 9, 2023Jul 7, 202328 days later
GOOGLJointAlphabet Inc. Class A
Bought$15K–$50KJun 7, 2023Jul 7, 202330 days later
ELJointEstee Lauder Companies, Inc.
Sold$15K–$50KJun 7, 2023Jul 7, 202330 days later
MARJointMarriott International Class A
Bought$15K–$50KJun 6, 2023Jul 7, 202331 days later
ASMLJointASML Holding N.V. New York Registry Shares
Bought$15K–$50KMay 26, 2023Jun 6, 202311 days later
NEEJointNextEra Energy, Inc.
Sold part$15K–$50KMay 26, 2023Jun 6, 202311 days later
MELIJointMercadoLibre, Inc.
Bought$15K–$50KMay 23, 2023Jun 6, 202314 days later
BPJointBP p.l.c.
Bought$15K–$50KMay 12, 2023Jun 6, 202325 days later
ELJointEstee Lauder Companies, Inc.
Bought$15K–$50KMay 2, 2023Jun 6, 202335 days later
HONJointHoneywell International Inc.
Bought$50K–$100KMay 1, 2023Jun 6, 202336 days later
3 I Roadwork, Inc.Other
Sold$1K–$15KApr 28, 2023May 12, 202314 days later
BHFJointBrighthouse Financial, Inc.
Sold$15K–$50KApr 14, 2023May 12, 202328 days later
Illinois Housing Dev Auth 1.9%; Due 10/1/2033BondJoint
Bought$1K–$15KApr 14, 2023May 12, 202328 days later
NVDAJointNVIDIA Corporation
Bought$15K–$50KApr 14, 2023May 12, 202328 days later
BHFJointBrighthouse Financial, Inc.
Bought$15K–$50KFeb 28, 2023May 12, 202373 days later · late
UNHJointUnitedHealth Group Incorporated
Sold$15K–$50KFeb 28, 2023May 12, 202373 days later · late
AMEJointAMETEK, Inc.
Bought$15K–$50KJan 23, 2023May 12, 2023109 days later · late
DEJointDeere & Company
Bought$15K–$50KJan 17, 2023May 12, 2023115 days later · late
VJointVisa Inc.
Bought$15K–$50KJan 10, 2023May 12, 2023122 days later · late
PHJointParker-Hannifin Corporation
Bought$15K–$50KJan 9, 2023May 12, 2023123 days later · late

Jonathan L. Jackson's portfolio by sector

Share of the estimated stock portfolio.

23%Technology
SectorShareValueHoldings
Technology23%~$473.9K4
Other18%~$375.4K13
Industrials15%~$303.7K4
Financials13%~$265.4K3
Health Care10%~$208.7K1
Communication Services5.5%~$111.8K1
Consumer Discretionary4.9%~$99.6K3
Real Estate3.7%~$76.1K2
Consumer Staples3.7%~$75.6K1
Energy2.5%~$50.2K2

Portfolio performance: Jonathan L. Jackson vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since May 12, 2023.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
0%+20%+40%+60%+80%+100%+120%+140%Jul2024Jul2025Jul2026Jul+138%Nasdaq-100+97%S&P 500+80%You, copying
May 12, 2023 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+79.8%+18.8%
S&P 500+97.2%+22.1%
Nasdaq-100+137.8%+29.0%

Jonathan L. Jackson's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
AMZNAmazon.com, Inc.
53
METAMeta Platforms, Inc.
42
TMUST-Mobile US, Inc.
42
MCKMcKesson Corporation
42
IBMInternational Business Machines Corporation
33
CHDChurch & Dwight Company, Inc.
42
NEENextEra Energy, Inc.
05
SHOPShopify Inc. - Class A Subordinate Voting Shares
32
HOODRobinhood Markets, Inc.
32
THCTenet Healthcare Corporation
23
CRMSalesforce, Inc.
22
LLYEli Lilly and Company
22

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.