Highways and Transit·Railroads, Pipelines, and Hazardous Materials·Water Resources and Environment
Service
House
OhioDist. 2
2025–2027
Trading Style
Managed Accounts: 99% of trades occur within managed sub-accounts (including trust), suggesting professional financial management rather than direct trading.
Accelerating Activity: Trading frequency has increased significantly in recent periods, roughly 3x the earlier pace.
Active Trader: Averages about 10 trades per month across the portfolio.
Moderate Diversification: Trades across 29 stocks, with top holdings including IBP, PG, MSFT.
Small Position Sizes: Median trade size is around $15K, mostly staying in the $1K–$15K range.
