RM
Richard McCormick
Portfolio Range
$24K–$360K
# Trades
98
# Tickers
28
Latest Filing
Oct 15 '26
Monthly Trade Value · Last 12 Months
BUYS SALES
Portfolio Structure (Estimated)
ABT12.0%
HD8.0%
ICE8.0%
BRK-A4.0%
COST4.0%
AWK4.0%
Berkshire Hathaway Inc4.0%
ADP4.0%
PEP4.0%
ITW4.0%
WMT4.0%
APD4.0%
MCD4.0%
EMR4.0%
MSFT4.0%
MDT4.0%
AAPL4.0%
UnitedHealth Group Incorporated4.0%
BRK-B4.0%
Other (2)8.0%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 98 total
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc | Stock | Buy | $1K–$15K | +6.5% | Self | Sep 18 '26 | Oct 15 '26 |
| ADI | Analog Devices Inc | Stock | Sale | $1K–$15K | +6.7% | Self | Jul 30 '26 | Aug 17 '26 |
| BLK | Blackrock Inc | Stock | Sale | $1K–$15K | +1.8% | Self | Jul 30 '26 | Aug 17 '26 |
| COST | Costco Wholesale Corp | Stock | Sale | $1K–$15K | +5.2% | Self | Jul 30 '26 | Aug 17 '26 |
| HD | The Home Depot Inc | Stock | Sale | $1K–$15K | -4.1% | Self | Jul 30 '26 | Aug 17 '26 |
| AWK | American Water Works Company Inc | Stock | Sale | $1K–$15K | +4.3% | Self | Jul 30 '26 | Aug 17 '26 |
| — | Berkshire Hathaway Inc | Stock | Buy | $1K–$15K | — | Self | Jul 30 '26 | Aug 17 '26 |
| ADP | Automatic Data Processing Inc | Stock | Sale | $1K–$15K | +15.3% | Self | Jul 30 '26 | Aug 17 '26 |
| PEP | PepsiCo Inc | Stock | Sale | $1K–$15K | -3.2% | Self | Jul 30 '26 | Aug 17 '26 |
| ITW | Illinois Tool Works Inc | Stock | Sale | $1K–$15K | -2.8% | Self | Jul 30 '26 | Aug 17 '26 |
| WMT | Walmart Inc | Stock | Sale | $1K–$15K | +7.9% | Self | Jul 30 '26 | Aug 17 '26 |
| NEE | NextEra Energy Inc | Stock | Sale | $1K–$15K | -6.6% | Self | Jul 30 '26 | Aug 17 '26 |
| APD | Air Products and Chemicals Inc | Stock | Sale | $1K–$15K | +2.3% | Self | Jul 30 '26 | Aug 17 '26 |
| MCD | McDonald's Corp | Stock | Sale | $1K–$15K | -7.4% | Self | Jul 30 '26 | Aug 17 '26 |
| EMR | Emerson Electric Co | Stock | Sale | $1K–$15K | +8.7% | Self | Jul 30 '26 | Aug 17 '26 |
| JNJ | Johnson & Johnson | Stock | Sale | $1K–$15K | +3.1% | Self | Jul 30 '26 | Aug 17 '26 |
| V | Visa Inc | Stock | Sale | $1K–$15K | +11.4% | Self | Jul 30 '26 | Aug 17 '26 |
| MSFT | Microsoft Corp | Stock | Sale | $1K–$15K | +16.3% | Self | Jul 30 '26 | Aug 17 '26 |
| UNH | Unitedhealth Group Inc | Stock | Sale | $1K–$15K | -0.8% | Self | Jul 30 '26 | Aug 17 '26 |
| ABT | Abbott Laboratories | Stock | Sale | $1K–$15K | -1.8% | Self | Jul 30 '26 | Aug 17 '26 |
| CSCO | Cisco Systems Inc | Stock | Sale | $1K–$15K | -6.2% | Self | Jul 30 '26 | Aug 17 '26 |
| MDT | Medtronic PLC | Stock | Sale | $1K–$15K | +11.3% | Self | Jul 30 '26 | Aug 17 '26 |
| ICE | Intercontinental Exchange Inc | Stock | Sale | $1K–$15K | +4.1% | Self | Jul 30 '26 | Aug 17 '26 |
| PG | The Procter & Gamble Co | Stock | Sale | $1K–$15K | +11.9% | Self | Jul 30 '26 | Aug 17 '26 |
| LHX | L3Harris Technologies Inc | Stock | Sale | $1K–$15K | -6.6% | Self | Jul 30 '26 | Aug 17 '26 |
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