16% of Carlos Mr Curbelo's estimated equity book sits in stocks we independently rate Buy — biggest equity positions BLK & ACN. Their most recent disclosure: sold AAPL, filed 11d after the trade.
Net book reconstructed from disclosed trades — cost basis, not market value · 26 holdings · since 2016
Cost-basis estimate from disclosed ranges (midpoints), not market value · a * marks names sold beyond what we observed bought (size understated) · how we built this
37 disclosed trades
The portfolio is reconstructed from Carlos Mr Curbelo's disclosed STOCK Act transactions, netting each asset's buy/sell amount ranges at their midpoints — a cost-basis estimate, not market value, and not a certified holdings statement.
Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days. A * marks names sold beyond what we observed bought — the true position size is understated (a position held before our data window).
Long-held positions a member never trades within our data window aren't captured.
Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.
Source: U.S. House Clerk + U.S. Senate eFD (public records).