MM
Michael McCaul
Portfolio Range
$1.5M–$6.3M
# Trades
335
# Tickers
115
Latest Filing
Jul 13 '26
Monthly Trade Value · Last 12 Months
BUYS SALES
Portfolio Structure (Estimated)
CNM49.2%
IFF4.7%
GPC3.5%
PAYX2.5%
FCN2.4%
NSIT2.2%
MELI2.1%
SPGI2.1%
AJG1.9%
AVGO1.8%
MSDA1.8%
LDNXF1.6%
BAX1.6%
EQT1.5%
WDAY1.5%
ATR1.4%
ORCL1.2%
ALH1.1%
ALLY1.1%
Other (33)14.8%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 335 total
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| AER | AerCap Holdings NV | Stock | Sale | $1.0K–$15K | +2.8% | Spouse | Jun 29 '26 | Jul 13 '26 |
| MA | Mastercard Inc | Stock | Buy | $1.0K–$15K | +10.5% | Spouse | Jun 29 '26 | Jul 13 '26 |
| AER | AerCap Holdings NV | Stock | Sale | $1.0K–$15K | +1.1% | Spouse | Jun 25 '26 | Jul 13 '26 |
| SPGI | S&P Global Inc | Stock | Buy | $1.0K–$15K | +9.2% | Spouse | Jun 25 '26 | Jul 13 '26 |
| HSIC | HENRY SCHEIN Inc | Stock | Sale | $1.0K–$15K | +10.3% | Spouse | Jun 18 '26 | Jul 13 '26 |
| KEYS | Keysight Technologies Inc | Stock | Buy | $1.0K–$15K | -6.2% | Spouse | Jun 18 '26 | Jul 13 '26 |
| SSD | Simpson Manufacturing Co. Inc | Stock | Sale | $1.0K–$15K | -0.9% | Spouse | Jun 18 '26 | Jul 13 '26 |
| FCFS | FirstCash Holdings Inc | Stock | Sale | $1.0K–$15K | -10.8% | Spouse | Jun 18 '26 | Jul 13 '26 |
| FCN | FTI Consulting Inc | Stock | Sale | $1.0K–$15K | +4.0% | Spouse | Jun 18 '26 | Jul 13 '26 |
| HURN | HURON CONSULTING GROUP INC | Stock | Sale | $1.0K–$15K | +67.9% | Spouse | Jun 18 '26 | Jul 13 '26 |
| BJ | BJ's Wholesale Club Holdings Inc | Stock | Sale | $1.0K–$15K | +13.2% | Spouse | Jun 18 '26 | Jul 13 '26 |
| CNM | CORE & MAIN INC | Stock | Sale | $1.0K–$15K | -4.2% | Spouse | Jun 18 '26 | Jul 13 '26 |
| GTES | Gates Industrial Corp PLC | Stock | Sale | $1.0K–$15K | +0.6% | Spouse | Jun 18 '26 | Jul 13 '26 |
| MSA | MSA Safety Inc | Stock | Sale | $1.0K–$15K | +18.1% | Spouse | Jun 18 '26 | Jul 13 '26 |
| ARMK | Aramark | Stock | Sale | $1.0K–$15K | +4.9% | Spouse | Jun 18 '26 | Jul 13 '26 |
| HAYW | HAYWARD HOLDINGS INC | Stock | Sale | $1.0K–$15K | +5.5% | Spouse | Jun 18 '26 | Jul 13 '26 |
| CSL | Carlisle Cos Inc | Stock | Sale | $1.0K–$15K | +7.3% | Spouse | Jun 18 '26 | Jul 13 '26 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | Stock | Buy | $15.0K–$50K | -9.1% | Spouse | Jun 18 '26 | Jul 13 '26 |
| FBIN | Fortune Brands Innovations Inc | Stock | Sale | $1.0K–$15K | +19.8% | Spouse | Jun 18 '26 | Jul 13 '26 |
| NSIT | Insight Enterprises Inc | Stock | Sale | $1.0K–$15K | +37.7% | Spouse | Jun 18 '26 | Jul 13 '26 |
| WTM | White Mountains Insurance Group Ltd | Stock | Sale | $1.0K–$15K | +6.8% | Spouse | Jun 18 '26 | Jul 13 '26 |
| HLI | Houlihan Lokey Inc | Stock | Sale | $1.0K–$15K | -8.4% | Spouse | Jun 18 '26 | Jul 13 '26 |
| DCI | Donaldson Co Inc | Stock | Sale | $1.0K–$15K | +15.3% | Spouse | Jun 18 '26 | Jul 13 '26 |
| RHI | Robert Half International Inc | Stock | Sale | $1.0K–$15K | +35.3% | Spouse | Jun 18 '26 | Jul 13 '26 |
| CVCO | CAVCO INDUSTRIES INC | Stock | Sale | $1.0K–$15K | -1.5% | Spouse | Jun 18 '26 | Jul 13 '26 |
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