Copy Invest | Sonar Terminal

Christopher Bloomstran - Semper Augustus

144 trades · 100 closed · 44 open · Win rate: 55.6% · Avg return: +48.8% · Median return: +7.6%

⚠ 2 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
COST - Costco Wholesale Corp.	Q4 2007	$69.76	Open	$921.75	+1,221.32%	Open	History

GEV - GE Vernova Inc.	Q2 2024	$171.51	Open	$1,066.01	+521.54%	Open	History

GE - GE Aerospace	Q3 2021	$64.18	Open	$353.73	+451.13%	Open	History

VLO - Valero Energy Corp.	Q4 2020	$56.57	Open	$301.43	+432.84%	Open	History

CMI - Cummins Inc.	Q3 2018	$146.06	Open	$675.54	+362.51%	Open	History

AXP - American Express Co.	Q1 2015	$78.12	Open	$355.06	+354.51%	Open	History

BRK.B - Berkshire Hathaway CL B	Q2 2013	$111.92	Open	$491.09	+338.79%	Open	History

BRK.A - Berkshire Hathaway CL A	Q2 2013	$168,604.65	Open	$737,000.00	+337.12%	Open	History

TRV - The Travelers Companies, Inc.	Q2 2013	$79.90	Open	$336.83	+321.56%	Open	History

MRK - Merck & Co., Inc.	Q4 2009	$34.87	Open	$120.78	+246.41%	Open	History

NXPI - NXP Semiconductors N.V.	Q3 2018	$85.49	Open	$283.87	+232.05%	Open	History

KO - The Coca-Cola Co.	Q4 2007	$30.70	Open	$83.08	+170.62%	Open	History

FLEX - Flex Ltd.	Q2 2025	$49.92	Open	$132.24	+164.90%	Open	History

VR - Validus Holdings Ltd Com	Q3 2009	$25.80	Q2 2018	$67.60	+162.02%	Closed	History

HUB - Chubb Corp	Q4 2007	$54.59	Q4 2015	$132.60	+142.90%	Closed	History

AAPL - Apple Inc.	Q3 2022	$138.11	Open	$314.86	+127.98%	Open	History

INTC - Intel Corp.	Q4 2007	$26.66	Q4 2019	$59.84	+124.46%	Closed	History

SBUX - Starbucks Corp.	Q2 2018	$48.85	Open	$106.17	+117.34%	Open	History

DINO - HF Sinclair Corp.	Q1 2022	$39.85	Open	$83.11	+108.56%	Open	History

NEM - Newmont Corp.	Q4 2007	$48.82	Open	$94.75	+94.08%	Open	History

JNJ - Johnson & Johnson	Q4 2007	$66.68	Q1 2017	$124.57	+86.82%	Closed	History

FIVE - Five Below, Inc.	Q2 2024	$108.97	Open	$193.11	+77.21%	Open	History

PM - Philip Morris International Inc.	Q2 2008	$49.35	Q2 2012	$87.23	+76.76%	Closed	History

MDT - Medtronic plc	Q2 2013	$51.40	Q1 2020	$90.31	+75.70%	Closed	History

CVX - Chevron Corp.	Q1 2021	$104.93	Open	$181.76	+73.22%	Open	History

DG - Dollar General Corp.	Q1 2017	$69.72	Open	$120.14	+72.32%	Open	History

GPC - Genuine Parts Co.	Q1 2020	$67.33	Q1 2021	$115.58	+71.66%	Closed	History

PEP - PepsiCo, Inc.	Q3 2009	$58.61	Q4 2015	$99.93	+70.50%	Closed	History

PHYS - Sprott Physical Gold Trust	Q2 2024	$18.06	Open	$30.58	+69.32%	Open	History

MMM - 3M Co.	Q3 2011	$60.02	Q3 2013	$99.85	+66.37%	Closed	History

CNA - CNA Financial Corp.	Q1 2011	$29.55	Q2 2017	$48.74	+64.94%	Closed	History

ALK - Alaska Air Group, Inc.	Q1 2020	$28.47	Open	$46.87	+64.63%	Open	History

HXL - Hexcel Corp.	Q2 2016	$41.64	Q1 2023	$68.25	+63.90%	Closed	History

MSFT - Microsoft Corp.	Q2 2013	$34.54	Q1 2016	$55.23	+59.90%	Closed	History

SYF - Synchrony Financial	Q2 2024	$47.19	Open	$73.68	+56.13%	Open	History

XOM - ExxonMobil Holdings Corp.	Q4 2007	$93.69	Open	$145.09	+54.86%	Open	History

GLDM - SPDR Gold MiniShares	Q3 2024	$52.13	Open	$80.25	+53.94%	Open	History

SHEL - Shell plc	Q1 2022	$54.85	Open	$84.41	+53.89%	Open	History

Y - Alleghany Corp Del	Q1 2020	$552.40	Q3 2022	$839.40	+51.96%	Closed	History

KGC - Kinross Gold Corp.	Q1 2011	$15.75	Open	$23.91	+51.81%	Open	History

DST - Dst Sys Inc Del	Q1 2015	$55.31	Q1 2018	$83.63	+51.22%	Closed	History

SWKS - Skyworks Solutions, Inc.	Q1 2019	$82.49	Q4 2019	$120.88	+46.54%	Closed	History

TAP.A - Molson Coors Brewing Co Cl A	Q2 2012	$41.60	Q1 2014	$58.80	+41.35%	Closed	History

WTM - White Mountains Insurance Group, Ltd.	Q1 2011	$364.13	Q1 2012	$501.80	+37.81%	Closed	History

EQNR - Equinor ASA	Q2 2018	$26.41	Open	$36.19	+37.03%	Open	History

WAFD - WaFd, Inc.	Q4 2007	$21.11	Q2 2024	$28.58	+35.39%	Closed	History

MCY - Mercury General Corp.	Q4 2007	$49.81	Q4 2024	$66.48	+33.47%	Closed	History

DOW - Dow Inc.	Q3 2022	$43.92	Q1 2024	$57.93	+31.90%	Closed	History

COP - ConocoPhillips	Q3 2010	$43.68	Q3 2012	$57.30	+31.18%	Closed	History

DLTR - Dollar Tree, Inc.	Q3 2021	$95.71	Open	$124.56	+30.14%	Open	History

PEP - PepsiCo, Inc.	Q2 2020	$132.11	Q4 2023	$169.84	+28.56%	Closed	History

CEG - Constellation Energy Corp.	Q3 2008	$24.30	Q1 2011	$31.19	+28.35%	Closed	History

ETN - Eaton Corp. plc	Q4 2008	$24.86	Q4 2009	$31.82	+28.00%	Closed	History

HFC - Hollyfrontier Corp	Q4 2020	$25.85	Q4 2021	$32.78	+26.81%	Closed	History

GOOG - Alphabet Inc.	Q1 2026	$286.86	Open	$357.33	+24.57%	Open	History

3393199Q - Anheuser Busch Cos Inc	Q4 2007	$52.34	Q3 2008	$64.87	+23.94%	Closed	History

RBA - RB Global, Inc.	Q3 2013	$20.18	Q1 2015	$24.94	+23.59%	Closed	History

AMZN - Amazon.com, Inc.	Q3 2024	$186.33	Q4 2024	$219.39	+17.74%	Closed	History

PAYX - Paychex, Inc.	Q3 2011	$26.37	Q1 2012	$31.00	+17.56%	Closed	History

TGT - Target Corp.	Q1 2011	$50.03	Q1 2012	$58.25	+16.43%	Closed	History

PCP - Precision Castparts Corp	Q2 2015	$199.82	Q4 2015	$232.00	+16.10%	Closed	History

OLN - Olin Corp.	Q3 2019	$18.72	Open	$21.66	+15.71%	Open	History

ABT - Abbott Laboratories	Q4 2007	$26.92	Q2 2012	$30.93	+14.90%	Closed	History

GOOGL - Alphabet Inc.	Q4 2025	$313.00	Open	$359.51	+14.86%	Open	History

CB - Chubb Ltd.	Q1 2016	$119.14	Q1 2017	$136.26	+14.37%	Closed	History

STO - Statoil Asa	Q2 2013	$20.69	Q1 2018	$23.65	+14.31%	Closed	History

MO - Altria Group, Inc.	Q1 2012	$30.87	Q2 2012	$34.60	+12.08%	Closed	History

DBDQQ - Diebold Inc	Q4 2007	$28.98	Q4 2010	$32.05	+10.59%	Closed	History

PSX - Phillips 66	Q1 2026	$182.18	Open	$201.45	+10.58%	Open	History

BRO - Brown & Brown, Inc.	Q4 2007	$11.75	Q1 2011	$12.91	+9.92%	Closed	History

WYE - Wyeth	Q4 2007	$44.19	Q3 2009	$48.51	+9.78%	Closed	History

MA - Mastercard Inc.	Q1 2026	$499.78	Open	$538.02	+7.65%	Open	History

NKE - NIKE, Inc.	Q2 2017	$59.01	Q1 2025	$63.48	+7.57%	Closed	History

PM - Philip Morris International Inc.	Q1 2026	$165.34	Open	$175.95	+6.42%	Open	History

CI - The Cigna Group	Q1 2011	$44.36	Q3 2012	$47.19	+6.38%	Closed	History

UPBD - Upbound Group, Inc.	Q2 2021	$53.04	Q3 2021	$56.30	+6.15%	Closed	History

SPL - Schering Plough Corp	Q4 2007	$26.64	Q3 2009	$28.26	+6.08%	Closed	History

DECK - Deckers Outdoor Corp.	Q2 2025	$103.07	Open	$106.60	+3.42%	Open	History

MCHP - Microchip Technology Inc.	Q4 2023	$90.18	Q2 2024	$91.50	+1.46%	Closed	History

EMR - Emerson Electric Co.	Q4 2007	$56.67	Q4 2010	$57.16	+0.86%	Closed	History

AAIG - American Intl Group Inc	Q4 2007	$58.29	Q4 2007	$58.29	+0.00%	Closed	History

ABX - Barrick Gold Corp	Q4 2007	$42.05	Q4 2007	$42.05	+0.00%	Closed	History

APOL - Apollo Group Inc Cl A	Q4 2007	$70.12	Q4 2007	$70.12	+0.00%	Closed	History

BNI - Burlington Northn SAnta Fe C	Q4 2009	$98.66	Q4 2009	$98.66	+0.00%	Closed	History

GLD - SPDR Gold Shares	Q4 2013	$116.10	Q4 2013	$116.10	+0.00%	Closed	History

GOOGL - Alphabet Inc.	Q2 2024	$182.15	Q2 2024	$182.15	+0.00%	Closed	History

KGC - Kinross Gold Corp.	Q4 2007	$18.38	Q4 2007	$18.38	+0.00%	Closed	History

LLY - Eli Lilly and Co.	Q4 2007	$53.39	Q4 2007	$53.39	+0.00%	Closed	History

MO - Altria Group, Inc.	Q4 2007	$75.62	Q4 2007	$75.62	+0.00%	Closed	History

PFE - Pfizer Inc.	Q4 2010	$16.60	Q4 2010	$16.60	+0.00%	Closed	History

PSQ - Proshares Tr	Q4 2020	$72.05	Q4 2020	$72.05	+0.00%	Closed	History

PSX - Phillips 66	Q3 2025	$136.02	Q3 2025	$136.02	+0.00%	Closed	History

SAIA - Saia, Inc.	Q1 2024	$585.00	Q1 2024	$585.00	+0.00%	Closed	History

SNY - Sanofi	Q4 2010	$32.23	Q4 2010	$32.23	+0.00%	Closed	History

STO - Statoil	Q4 2010	$23.77	Q4 2010	$23.77	+0.00%	Closed	History

T - AT&T Inc.	Q2 2012	$26.90	Q2 2012	$26.90	+0.00%	Closed	History

VLF - Synergetics Usa Inc	Q4 2008	$0.90	Q4 2008	$0.90	+0.00%	Closed	History

WMT - Walmart Inc.	Q4 2010	$17.98	Q4 2010	$17.98	+0.00%	Closed	History

SGOV - iShares 0-3 Month Treasury Bond ETF	Q1 2025	$100.67	Open	$100.52	-0.15%	Open	History

BMY - Bristol-Myers Squibb Co.	Q4 2007	$26.52	Q1 2011	$26.43	-0.34%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.