Disclosed trades
227
Estimated volume
$2.4M
sum of bracket midpoints
Typical delay
28 days
trade to filing
Last filed
Oct 3, 2018
What their buys are worth now
51 disclosed purchases, valued at the latest close
Return
+165.3%
on paper
Gain
+$795.8K
unrealised
Disclosed cost
$481.5K
at bracket midpoints
Worth now
$1.3M
close of Oct 9, 2026
If Carlos Curbelo still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 76 purchases have no market price and are left out. More on the limits.
Try the total-budget simulator →
If you had copied every buy
Entering on the day each filing became public, and still holding
Putting $1,000 into each of 51 disclosed purchases — $51,000 invested — would be worth
$122,630
+$71,630 (+140.45%)
Positions
51
equally weighted
Their own timing
+152.13%
entering on their trade date
Best
FLEX
+1117.57%
Worst
TRIP
-83.31%
Each filing
51 positions| Filed | Ticker | You paid | Now | Worth | Return |
|---|---|---|---|---|---|
| Sep 25, 2018 28d after trading | PH 5.31 sh | $188.27 | $962.56 | $5,113 | +411.27% |
| Sep 25, 2018 28d after trading | SLB 15.99 sh | $62.53 | $48.95 | $783 | -21.72% |
| Sep 25, 2018 28d after trading | SCI 22.85 sh | $43.76 | $76.91 | $1,758 | +75.75% |
| Sep 25, 2018 28d after trading | SSNC 18.02 sh | $55.48 | $81.03 | $1,461 | +46.05% |
| Sep 25, 2018 28d after trading | FTI 41.3 sh | $24.21 | $69.57 | $2,873 | +187.35% |
| Sep 25, 2018 28d after trading | TJX 18.13 sh | $55.16 | $138.76 | $2,516 | +151.56% |
| Sep 25, 2018 28d after trading | TRIP 19.23 sh | $52.00 | $8.68 | $167 | -83.31% |
| Sep 25, 2018 28d after trading | UNH 3.79 sh | $263.51 | $379.30 | $1,439 | +43.94% |
| Sep 25, 2018 28d after trading | MKC 15.47 sh | $64.64 | $44.81 | $693 | -30.67% |
| Sep 25, 2018 28d after trading | LII 4.63 sh | $216.06 | $356.44 | $1,650 | +64.97% |
| Sep 25, 2018 28d after trading | IJR 11.38 sh | $87.90 | $137.55 | $1,565 | +56.48% |
| Sep 25, 2018 28d after trading | QQQ 5.43 sh | $184.14 | $751.27 | $4,080 | +307.99% |
| Sep 25, 2018 28d after trading | ICE 13.09 sh | $76.37 | $156.19 | $2,045 | +104.52% |
| Sep 25, 2018 28d after trading | HII 3.91 sh | $255.81 | $264.80 | $1,035 | +3.51% |
| Sep 25, 2018 28d after trading | HSIC 15.12 sh | $66.15 | $84.01 | $1,270 | +27.00% |
| Sep 25, 2018 28d after trading | FTNT 55.86 sh | $17.90 | $194.75 | $10,879 | +987.87% |
| Sep 25, 2018 28d after trading | FLEX 101.61 sh | $9.84 | $119.83 | $12,176 | +1117.57% |
| Sep 25, 2018 28d after trading | ECL 6.36 sh | $157.32 | $281.83 | $1,791 | +79.14% |
| Sep 25, 2018 28d after trading | CL 14.89 sh | $67.14 | $88.27 | $1,315 | +31.47% |
| Sep 25, 2018 28d after trading | CNC 14.06 sh | $71.11 | $65.36 | $919 | -8.09% |
| Sep 25, 2018 28d after trading | BLK 2.09 sh | $479.09 | $1,082.39 | $2,259 | +125.93% |
| Sep 25, 2018 28d after trading | NTRS 9.55 sh | $104.75 | $168.21 | $1,606 | +60.58% |
| Sep 25, 2018 27d after trading | IFF 7.3 sh | $137.04 | $84.55 | $617 | -38.30% |
| Aug 2, 2018 118d after trading | VLUE 11.64 sh | $85.88 | $199.52 | $2,323 | +132.32% |
| Aug 2, 2018 118d after trading | MSFT 9.3 sh | $107.57 | $535.07 | $4,974 | +397.42% |
| Aug 2, 2018 118d after trading | V 7.2 sh | $138.92 | $385.45 | $2,775 | +177.46% |
| Aug 2, 2018 118d after trading | UNP 6.67 sh | $149.94 | $278.34 | $1,856 | +85.63% |
| Aug 2, 2018 118d after trading | EMLC 29.1 sh | $34.36 | $24.84 | $723 | -27.71% |
| Aug 2, 2018 118d after trading | BMY 16.87 sh | $59.27 | $59.12 | $997 | -0.25% |
| Mar 27, 2018 35d after trading | IWF 29.7 sh | $33.67 | $127.13 | $3,775 | +277.55% |
| Mar 27, 2018 35d after trading | IJR 13.13 sh | $76.19 | $137.55 | $1,805 | +80.54% |
| Feb 5, 2018 14d after trading | IJR 13.43 sh | $74.45 | $137.55 | $1,848 | +84.75% |
| Feb 5, 2018 14d after trading | XLE 28.81 sh | $34.71 | $66.01 | $1,902 | +90.18% |
| Feb 5, 2018 14d after trading | XLF 35.87 sh | $27.88 | $55.05 | $1,975 | +97.45% |
| Nov 3, 2017 24d after trading | V 8.98 sh | $111.36 | $385.45 | $3,461 | +246.13% |
| Nov 3, 2017 24d after trading | IJR 13.52 sh | $73.94 | $137.55 | $1,860 | +86.03% |
| Nov 3, 2017 24d after trading | IWF 30.6 sh | $32.68 | $127.13 | $3,890 | +289.01% |
| Nov 3, 2017 24d after trading | IJH 27.3 sh | $36.63 | $73.16 | $1,997 | +99.73% |
| Oct 3, 2017 7d after trading | OPK 142.05 sh | $7.04 | $1.38 | $196 | -80.40% |
| Aug 21, 2017 42d after trading | IYR 12.52 sh | $79.89 | $96.10 | $1,203 | +20.29% |
| Aug 4, 2017 513d after trading | CMBS 19.33 sh | $51.73 | $47.41 | $916 | -8.35% |
| Aug 4, 2017 513d after trading | NKE 16.73 sh | $59.76 | $34.71 | $581 | -41.92% |
| Aug 4, 2017 513d after trading | XLE 30.47 sh | $32.82 | $66.01 | $2,011 | +101.13% |
| Aug 4, 2017 513d after trading | DIS 9.29 sh | $107.69 | $108.05 | $1,003 | +0.33% |
| Aug 4, 2017 513d after trading | PKW 18.37 sh | $54.44 | $147.40 | $2,708 | +170.76% |
| Aug 4, 2017 462d after trading | FSLR 20.84 sh | $47.98 | $177.82 | $3,706 | +270.61% |
| Aug 4, 2017 410d after trading | FSLR 20.84 sh | $47.98 | $177.82 | $3,706 | +270.61% |
| Aug 4, 2017 406d after trading | FSLR 20.84 sh | $47.98 | $177.82 | $3,706 | +270.61% |
| Aug 4, 2017 406d after trading | CSX 61.55 sh | $16.25 | $47.26 | $2,909 | +190.89% |
| Jul 13, 2017 3d after trading | IYR 12.65 sh | $79.04 | $96.10 | $1,216 | +21.58% |
| Jun 1, 2017 57d after trading | CSX 54.96 sh | $18.20 | $47.26 | $2,597 | +159.72% |
A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 76 purchases could not be priced and are excluded.
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Most traded
By number of disclosed transactions
Disclosed transactions
227 in total, newest first
| Asset | Amount | |
|---|---|---|
a i c best of my knowledge and belief. … | sellReduce | $15K – $50K |
buyspouseOpen | $1K – $15K | |
A I C best of my knowledge and belief. … | buyOpen | $1K – $15K |
Walt disney Company (dIS)F S UBHoLdINg … | sellspouseReduce | $1K – $15K |
sellspouseReduce | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
Thermo Fisher Scientific Inc (TMo)F S U… | buyspouseOpen | $1K – $15K |
buyspouseOpen | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
Rockwell automation, Inc. (RoK)F S UBHo… | sellspouseReduce | $1K – $15K |
buyspouseOpen | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
o'Reilly automotive, Inc. (oRLY)F S UBH… | buyspouseOpen | $1K – $15K |
buyspouseOpen | $1K – $15K | |
Mondelez International, Inc. - Class a … | buyspouseOpen | $1K – $15K |
sellspouseReduce | $1K – $15K | |
Medtronic plc. ordinary Shares (MdT)F S… | buyspouseOpen | $1K – $15K |
buyspouseOpen | $1K – $15K | |
Lowe's Companies, Inc. (LoW)F S UBHoLdI… | buyspouseOpen | $1K – $15K |
Logitech International S.a. - Registere… | buyspouseOpen | $1K – $15K |
buyspouseOpen | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
sellspouseReduce | $1K – $15K | |
Jazz Pharmaceuticals plc - ordinary Sha… | buyspouseOpen | $1K – $15K |
sellspouseReduce | $15K – $50K | |
iShares Edge MSCI Multifactor Emerging … | sellspouseReduce | $1K – $15K |
buyspouseOpen | $1K – $15K | |
Invesco S&P 500 Pure growth ETF (RPg)F … | sellspouseReduce | $1K – $15K |
buyspouseOpen | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
sellspouseReduce | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
Honeywell International Inc. (HoN)F S U… | buyspouseOpen | $1K – $15K |
Home depot, Inc. (Hd) | buyspouseOpen | $1K – $15K |
buyspouseOpen | $1K – $15K | |
Healthcare Services group, Inc. (HCSg)F… | buyspouseOpen | $1K – $15K |
buyspouseOpen | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
sellspouseReduce | $1K – $15K | |
Exchange Traded Concepts Trust RoBo glo… | sellspouseReduce | $1K – $15K |
EPaM Systems, Inc. (EPaM)F S UBHoLdINg … | buyspouseOpen | $1K – $15K |
buyspouseOpen | $1K – $15K | |
danaher Corporation (dHR)F S UBHoLdINg … | buyspouseOpen | $1K – $15K |
Comcast Corporation - Class a (CMCSa)F … | buyspouseOpen | $1K – $15K |
buyspouseOpen | $1K – $15K | |
Coca-Cola Company (Ko)F S UBHoLdINg ILI… | sellspouseReduce | $1K – $15K |
Citizens Financial group, Inc. (CFg)F S… | buyspouseOpen | $1K – $15K |
buyspouseOpen | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
arista Networks, Inc. (aNET)F S UBHoLdI… | buyspouseOpen | $1K – $15K |
ameriprise Financial, Inc. (aMP)F S UBH… | buyspouseOpen | $1K – $15K |
american Water Works Company, Inc. (aWK… | buyspouseOpen | $1K – $15K |
american Tower Corporation (aMT)F ILINg… | buyspouseOpen | $1K – $15K |
alphabet Inc. - Class a (googL)F S UBHo… | buyspouseOpen | $1K – $15K |
akamai Technologies, Inc. (aKaM)F S UBH… | buyspouseOpen | $1K – $15K |
advance auto Parts Inc advance auto Par… | buyspouseOpen | $1K – $15K |
adobe Systems Incorporated (adBE)F S UB… | buyspouseOpen | $1K – $15K |
accenture plc Class a ordinary Shares (… | buyspouseOpen | $1K – $15K |
sellspouseReduce | $1K – $15K | |
iShares Edge MSCI Multifactor Emerging … | sellspouseReduce | $1K – $15K |
sellspouseReduce | $1K – $15K | |
Invesco S&P 500 Pure growth ETF (RPg)F … | sellspouseReduce | $1K – $15K |
sellReduce | $15K – $50K | |
apple Inc. (aaPL) [sT] F s UBHoLDINg IL… | sellReduce | $1K – $15K |
a i c best of my knowledge and belief. … | buyOpen | $1K – $15K |
a i c * For the complete list of asset … | sellReduce | $1K – $15K |
a * For the complete list of asset type… | sellReduce | $1K – $15K |
a * For the complete list of asset type… | sellReduce | $15K – $50K |
Coca-Cola Company (Ko)F S UBHoLDINg ILI… | buyspouseOpen | $1K – $15K |
sellspouseReduce | $1K – $15K | |
sellspouseReduce | $1K – $15K | |
amazon.com, Inc. (aMZN)F S UBHoLDINg IL… | buyspouseOpen | $1K – $15K |
First solar, Inc. (FsLR) [sT] F s UBHoL… | buyOpen | $1K – $15K |
First solar, Inc. (FsLR) [sT] F s UBHoL… | buyOpen | $1K – $15K |
First solar, Inc. (FsLR) [sT] F s UBHoL… | buyOpen | $1K – $15K |
First solar, Inc. (FsLR) [sT] F s UBHoL… | buyOpen | $1K – $15K |
Bank of america Corporation (BaC) [sT] … | sellReduce | $15K – $50K |
* For the complete list of asset type a… | sellReduce | $1K – $15K |
gogo Inc. (gogo) [sT] F s UBHoLDINg ILI… | buyOpen | $1K – $15K |
gogo Inc. (gogo) [sT] F s UBHoLDINg ILI… | buyOpen | $1K – $15K |
gogo Inc. (gogo) [sT] F s UBHoLDINg ILI… | buyOpen | $1K – $15K |
Bank of america Corporation (BaC) [sT] … | sellReduce | $1K – $15K |
buyOpen | $1K – $15K | |
Vanguard FTSE developed Markets ETF (VE… | sellspouseReduce | $15K – $50K |
buyspouseOpen | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
sellspouseReduce | $1K – $15K | |
sellspouseReduce | $1K – $15K | |
SPdR dow Jones Industrial average ETF (… | sellspouseReduce | $15K – $50K |
Rockwell automation, Inc. (RoK)F S UBHo… | buyspouseOpen | $1K – $15K |
Mondelez International, Inc. - Class a … | sellspouseReduce | $1K – $15K |
buyspouseOpen | $1K – $15K | |
sellspouseReduce | $15K – $50K | |
buyspouseOpen | $15K – $50K |
Source: the original filing