Schultz Tracker
LiveOfficial published record. Risk band HIGH. Maturity MATURE. Published fields, not a suitability rating.
About this Portfolio
Democrat Rep. from FL sits on the Committee of Oversights & Reform, identified as a top Politician trader.
Marketplace Portfolio description, reproduced for identification and context. It is not a recommendation. Performance figures on this page come from the published live composite.
About Autopilot
Invest like politicians and hedge funds by copying their 13F filings and other public disclosures.
Marketplace Pilot bio reproduced from the Autopilot app. Marketplace identity only. It does not change the legal management classification shown above.
These pages are for research purposes only, for humans and for agents. This is data, not a recommendation, not a ranking, and not investment advice.
Performance disclaimer
The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios. Performance figures are shown before subscription fees, and the flat-fee structure means smaller accounts experience a higher effective fee percentage while larger accounts experience a lower one.
"Autopilot" refers to Autopilot Holdings Corp and Autopilot Advisers, LLC, an SEC-registered investment adviser. Investing carries risk-including possible loss of principal-and past performance is not indicative of future results. Figures current as of 9/09/26. Performance shown reflects the period from 9/02/26 - 9/09/26. Schultz Tracker: past week +1.5%; 1Y +71.3%; since inception (1/30/23) +35.4%. Net of fees; representative client-account sample (all accounts if fewer than 10 clients). For Portfolios inspired by publicly disclosed trading activity, there may be a delay between when a Pilot executes a trade and when that trade becomes publicly available and is incorporated into the Portfolio. This timing delay may affect the suitability or performance of trades when executed in client accounts. Not a recommendation. View important info at joinautopilot.com/disclaimer.
Primary periods
| Period | Net | Gross |
|---|---|---|
| 1 year | 71.3% | 73.1% |
| 5 year: n/a — launched 2023-01-30 | n/a | n/a |
| 10 year: n/a — launched 2023-01-30 | n/a | n/a |
| Since Autopilot inception (2023-01-30) | 35.4% | 40.4% |
No benchmark comparison is published for this Portfolio.
Based on all time performance. Past performance doesn't guarantee future results.
Risk
Equity curve
Downsampled published curve, not the daily-return tape. 151 points from 1319 daily observations. Official max drawdown is the daily-series field, not this chart.
Equity curve data table (151 points)
| Date | Cumulative return |
|---|---|
| 2023-01-30 | 0 |
| 2023-02-07 | -0.02274 |
| 2023-02-16 | -0.06208 |
| 2023-02-25 | -0.11806 |
| 2023-03-06 | -0.10734 |
| 2023-03-14 | -0.18017 |
| 2023-03-23 | -0.16053 |
| 2023-04-01 | -0.11059 |
| 2023-04-10 | -0.1159 |
| 2023-04-19 | -0.15922 |
| 2023-04-27 | -0.14031 |
| 2023-05-06 | -0.14067 |
| 2023-05-15 | -0.18179 |
| 2023-05-24 | -0.19515 |
| 2023-06-02 | -0.16622 |
| 2023-06-10 | -0.20908 |
| 2023-06-19 | -0.1992 |
| 2023-06-28 | -0.21655 |
| 2023-07-07 | -0.1839 |
| 2023-07-16 | -0.15549 |
| 2023-07-24 | -0.2026 |
| 2023-08-02 | -0.20689 |
| 2023-08-11 | -0.27419 |
| 2023-08-20 | -0.35105 |
| 2023-08-29 | -0.29926 |
| 2023-09-06 | -0.31126 |
| 2023-09-15 | -0.28553 |
| 2023-09-24 | -0.33448 |
| 2023-10-03 | -0.37903 |
| 2023-10-12 | -0.36215 |
| 2023-10-20 | -0.36546 |
| 2023-10-29 | -0.39556 |
| 2023-11-07 | -0.34981 |
| 2023-11-16 | -0.38765 |
| 2023-11-24 | -0.38221 |
| 2023-12-03 | -0.34499 |
| 2023-12-12 | -0.37006 |
| 2023-12-21 | -0.36247 |
| 2023-12-30 | -0.349 |
| 2024-01-07 | -0.37016 |
| 2024-01-16 | -0.36109 |
| 2024-01-25 | -0.31199 |
| 2024-02-03 | -0.30325 |
| 2024-02-12 | -0.36088 |
| 2024-02-20 | -0.35446 |
| 2024-02-29 | -0.34572 |
| 2024-03-09 | -0.31473 |
| 2024-03-18 | -0.30238 |
| 2024-03-27 | -0.30021 |
| 2024-04-04 | -0.30949 |
| 2024-04-13 | -0.33908 |
| 2024-04-22 | -0.37942 |
| 2024-05-01 | -0.36612 |
| 2024-05-10 | -0.47723 |
| 2024-05-18 | -0.45559 |
| 2024-05-27 | -0.48701 |
| 2024-06-05 | -0.48709 |
| 2024-06-14 | -0.47553 |
| 2024-06-23 | -0.47422 |
| 2024-07-01 | -0.48505 |
| 2024-07-10 | -0.44282 |
| 2024-07-19 | -0.46966 |
| 2024-07-28 | -0.47286 |
| 2024-08-05 | -0.50074 |
| 2024-08-14 | -0.48817 |
| 2024-08-23 | -0.47537 |
| 2024-09-01 | -0.49465 |
| 2024-09-10 | -0.50427 |
| 2024-09-18 | -0.48071 |
| 2024-09-27 | -0.46955 |
| 2024-10-06 | -0.36396 |
| 2024-10-15 | -0.37133 |
| 2024-10-24 | -0.36064 |
| 2024-11-01 | -0.39019 |
| 2024-11-10 | -0.29567 |
| 2024-11-19 | -0.32357 |
| 2024-11-28 | -0.19061 |
| 2024-12-07 | -0.22963 |
| 2024-12-15 | -0.19931 |
| 2024-12-24 | -0.01017 |
| 2025-01-02 | 0.07455 |
| 2025-01-11 | -0.12813 |
| 2025-01-20 | -0.08918 |
| 2025-01-28 | -0.12333 |
| 2025-02-06 | -0.15349 |
| 2025-02-15 | -0.15098 |
| 2025-02-24 | -0.17906 |
| 2025-03-05 | -0.1771 |
| 2025-03-13 | -0.17191 |
| 2025-03-22 | -0.13223 |
| 2025-03-31 | -0.15576 |
| 2025-04-09 | -0.226 |
| 2025-04-17 | -0.22422 |
| 2025-04-26 | -0.20752 |
| 2025-05-05 | -0.24086 |
| 2025-05-14 | -0.35469 |
| 2025-05-23 | -0.34557 |
| 2025-05-31 | -0.3342 |
| 2025-06-09 | -0.31983 |
| 2025-06-18 | -0.32889 |
| 2025-06-27 | -0.3303 |
| 2025-07-06 | -0.31638 |
| 2025-07-14 | -0.31292 |
| 2025-07-23 | -0.32406 |
| 2025-08-01 | -0.36681 |
| 2025-08-10 | -0.27549 |
| 2025-08-19 | -0.28396 |
| 2025-08-27 | -0.20403 |
| 2025-09-05 | -0.21173 |
| 2025-09-14 | -0.1594 |
| 2025-09-23 | -0.16669 |
| 2025-10-02 | -0.14929 |
| 2025-10-10 | -0.15829 |
| 2025-10-19 | -0.11338 |
| 2025-10-28 | -0.10651 |
| 2025-11-06 | -0.13974 |
| 2025-11-15 | -0.11028 |
| 2025-11-23 | -0.16536 |
| 2025-12-02 | -0.06648 |
| 2025-12-11 | 0.01863 |
| 2025-12-20 | -0.01734 |
| 2025-12-28 | 0.02514 |
| 2026-01-06 | 0.10945 |
| 2026-01-15 | 0.15348 |
| 2026-01-24 | 0.24142 |
| 2026-02-02 | 0.08851 |
| 2026-02-10 | 0.17432 |
| 2026-02-19 | 0.18267 |
| 2026-02-28 | 0.25826 |
| 2026-03-09 | 0.21212 |
| 2026-03-18 | 0.14499 |
| 2026-03-26 | 0.11216 |
| 2026-04-04 | 0.21548 |
| 2026-04-13 | 0.2772 |
| 2026-04-22 | 0.31261 |
| 2026-05-01 | 0.30089 |
| 2026-05-09 | 0.36585 |
| 2026-05-18 | 0.35695 |
| 2026-05-27 | 0.45324 |
| 2026-06-05 | 0.2712 |
| 2026-06-14 | 0.30815 |
| 2026-06-22 | 0.24584 |
| 2026-07-01 | 0.3687 |
| 2026-07-10 | 0.29098 |
| 2026-07-19 | 0.25413 |
| 2026-07-28 | 0.26375 |
| 2026-08-05 | 0.37681 |
| 2026-08-14 | 0.42941 |
| 2026-08-23 | 0.42999 |
| 2026-09-01 | 0.32589 |
| 2026-09-09 | 0.40395 |
Holdings
Holdings shown are the largest 5 positions by current weight as of 2026-09-10T00:16:20.226808Z. This is not a list of best-performing positions. Holdings change over time. This is not the complete holdings book; concentration figures are calculated on the positions shown and are labeled partial.
| Ticker | Company | Weight |
|---|---|---|
| VSAT | Viasat Inc | 46.7% |
| AGI | Alamos Gold Inc. Class A Common Shares | 21.2% |
| HL | Hecla Mining Company | 19.8% |
| PTEN | Patterson-UTI Energy Inc | 8.3% |
| BAX | Baxter International Inc. | 4.0% |
Concentration partial. HHI n/a.
Fees
Current subscription
| Plan | Amount | Billed |
|---|---|---|
| Quarterly | $29.99 | every 3 months |
| Yearly | $99.99 | every year |
Net returns on this page are modeled at $99.99 per year, the lowest disclosed Base Advisory and Licensing Fee. The current subscription for this Pilot, Autopilot, is $99.99 per year as of 2026-09-10. That Pilot subscription is separate from the Advisory Fee and is not deducted from net. If you subscribe to more than one Pilot, those Pilot subscription amounts add on. Published net returns use the modeled Advisory Fee, not this Pilot subscription. A higher actual Base Advisory and Licensing Fee would reduce net returns.
Published-model BA&L as a share of example accounts
| Example account | $99.99 as a share of that account |
|---|---|
| $5,000 | 2.00% |
| $10,000 | 1.00% |
| $25,000 | 0.40% |
Autopilot's Advisory Fee is a cash subscription, not an AUM percentage. It does not multiply by how many Pilots you follow. Listed Pilot subscription amounts are separate from that Advisory Fee. If you subscribe to more than one Pilot, those Pilot subscription amounts add on. They are not deducted from net. Account minimum omitted (unconfirmed_omitted).
Record notes
Autopilot client composite since launch means the time-weighted return of actual Autopilot client accounts that follow this Portfolio, measured only from the date the strategy launched on Autopilot. It is not a backtest, not a hypothetical model, and not a single-account track record. When at least 10 clients follow the strategy, the composite is the 10 oldest follower accounts, equal-weighted. If fewer than 10 clients are invested, the data represents all clients following this strategy.
All figures are as of 2026-09-09.
Returns are shown net of Autopilot's Advisory Fee using a published model of a $99.99 annual Base Advisory & Licensing Fee at a $10,000 allocation. That is a model used for calculation, not an advertised price. The model uses the lowest disclosed Base Advisory and Licensing Fee figure. A higher actual fee would reduce net returns. Gross returns, shown alongside, do not deduct that fee. Broker-dealer transaction costs, fund expenses, and taxes are not deducted from either figure. The Base Advisory & Licensing Fee is a cash subscription. Autopilot does not charge an AUM fee. Smaller accounts experience a higher effective fee percentage than larger accounts because a fixed dollar fee is a larger share of a smaller account. Those percents are not an AUM rate. Listed Pilot subscription amounts are not deducted from net.
Sharpe ratio, risk-free rate assumed 0%. Sortino uses the same zero risk-free-rate assumption.
This Portfolio is created and managed by Autopilot Advisers, LLC as part of our advisory services, which are general and impersonal in nature and are not personalized advice. Schultz does not manage this Portfolio and has no relationship with Autopilot or its clients. Autopilot retains the full platform fee attributable to Autopilot Portfolios, which creates a potential conflict because Autopilot may have an incentive to favor Autopilot Portfolios over Third-Party Pilot Portfolios. Autopilot may terminate this Portfolio at any time.
1318 days live; 40.4% observed-period return
Official max drawdown is the published daily-series field. It is not read from the downsampled sparkline. Worst month and recovery are withheld when that curve does not reproduce the official drawdown.
1-year, 5-year, and 10-year at equal prominence. Missing long windows are labeled n/a with the Autopilot launch date. Since Autopilot inception fills the comparison. Gross and net use the same window. Past week, YTD, 1-month, and 3-month are supplemental. The 7-day window in the performance disclaimer describes the past-week figure. Sharpe, CAGR, and the official series remain Autopilot launch through as-of.
Autopilot's Advisory Fee is a fixed Base Advisory & Licensing Fee, charged in advance on a quarterly or yearly cycle. It is a cash subscription. Autopilot does not charge an AUM fee. The Advisory Fee does not multiply by how many Pilots you follow. Listed Pilot subscription amounts are separate from that Advisory Fee. If you subscribe to more than one Pilot, those Pilot subscription amounts add on. They are not deducted from net. Broker-dealer transaction fees, wire fees, margin costs, and fund expense ratios are charged by your broker-dealer and apply on top of any Autopilot fee. See Form ADV Part 2A and Form CRS for the current schedule. Specific fees are set out in your Investment Advisory Agreement.
When at least 10 clients follow the strategy: time-weighted return composite of the 10 oldest follower accounts, equal-weighted across accounts. If fewer than 10 clients are invested, the aggregate of all clients following the strategy is used. Money-weighted returns are rejected. This is not a single-account track record and not a backtest.
Accounts in composite: 10. The 10-oldest-follower cohort selects accounts that did not churn; n=10 is a small-sample estimator with real noise. Per-follower breakdown is not exposed.
Rebalance: not disclosed. Rebalance cadence is not independently structured.
Frequent trading in your account may result in short-term capital gains, which are generally taxed at higher ordinary income tax rates. High portfolio turnover can lead to adverse tax consequences. Consult a tax professional regarding your specific situation.
Supplemental periods
| Period | Net | Gross |
|---|---|---|
| past week | 1.5% | 1.5% |
| ytd | 40.3% | 41.3% |
| three month | 12.6% | 12.9% |
| one month | 0.8% | 0.9% |
Published values
| Field | Value | Status |
|---|---|---|
| sharpe | 0.3539 | ok |
| sortino | 0.5246 | ok |
| one_year_net | 0.713415 | ok |
| one_year_gross | 0.73072 | ok |
| one_week_net | 0.015024 | ok |
| one_week_gross | 0.01522 | ok |
| all_time_net | 0.353951 | ok |
| all_time_gross | 0.40395 | ok |
| cagr_net | 0.087603 | ok |
| cagr_gross | 0.098588 | ok |
| max_drawdown | -0.541355 | ok |
| ann_vol | 0.39514 | ok |
Important disclosures
Material risks
Investing in this strategy can result in loss of principal. Returns are volatile and drawdowns can be larger than the published maximum. Holdings may be concentrated in a small number of names or sectors. Liquidity, turnover, taxes, and trade timing can cause an individual account to differ from the published composite. Creator dependence and disclosure or reporting lag apply to Portfolios inspired by publicly disclosed trading activity. The composite uses a small sample (n=10 when at least 10 clients follow; all clients when fewer). Options, margin, or leverage, if present in underlying holdings, increase risk. Past performance does not guarantee future results.
This site publishes performance data about Portfolios available on Autopilot. It does not rank, recommend, or select Portfolios for any person, and it does not assess whether any Portfolio is suitable for you. Suitability is assessed only inside the Autopilot app, based on your Client Questionnaire responses.
Any investment advice, strategies, or recommendations are provided solely by Autopilot Advisers through the Autopilot app. Autopilot Holdings does not provide investment advice and is not responsible for the accuracy, completeness, or timeliness of any investment advice given by Autopilot Advisers.
Legal, conflict, and limitation disclosures
The information provided on this website and through the Autopilot app is for informational purposes only. Autopilot Holdings Corporation ("Autopilot Holdings") is not an investment adviser and does not provide investment advice. Any investment advice is generated and managed by Autopilot Advisers, LLC ("Autopilot Advisers"; together with Autopilot Holdings, "Autopilot"), which is an investment adviser registered with the Securities and Exchange Commission (SEC). This Fact Sheets site publishes live-composite performance data. It is not investment advice.
This information is provided by Autopilot for educational and illustrative purposes only and is not a recommendation, an offer to sell or the solicitation to buy any security. Autopilot relies on information from various sources believed to be reliable, including information from Clients, Pilots and other third parties, but cannot guarantee the accuracy or completeness of that information. Autopilot does not provide tax or legal advice and you are encouraged to consult with professionals before making investment decisions.
Investing in securities involves significant risk, including the risk of loss of principal. Past performance does not guarantee future results, and there can be no assurance that any investment strategy or security will meet its objectives or achieve any specific financial outcome. You should only invest risk capital that you can afford to lose without impacting your financial stability. Carefully consider your individual financial situation, investment goals, and risk tolerance before making any investment decisions.
You should consult with a qualified financial advisor, attorney, or tax professional regarding your personal financial situation, investment objectives, and any potential legal or tax implications before making any investment decisions. Autopilot does not provide legal or tax advice.
Autopilot, its affiliates, and employees disclaim any and all liability for any losses or damages arising from actions taken or reliance placed on the information provided on this website or through the Autopilot app. This includes, but is not limited to, losses related to the purchase or sale of securities or other financial instruments, changes in market conditions, or any other investment outcomes.
No representation is made that any investment strategy, security, or financial product discussed on this website or through the Autopilot app will be profitable or suitable for any particular individual. The content provided is based on sources believed to be reliable but is not guaranteed to be accurate, complete, or timely.
Autopilot may have affiliations with other financial institutions or services, which may affect the content presented or recommendations provided by Autopilot Advisers. Please review Autopilot Advisers' Form ADV Part 2A for detailed information about their services, fees, and potential conflicts of interest. For more information about Autopilot Advisers, view the SEC registration documents on IAPD.
Autopilot is not affiliated with, sponsored, or endorsed by the companies listed, described, or featured on its site. Company logos or trademarks used do not imply endorsement and are the property of their respective owners.
Client account holdings are designed to track the Portfolio you've selected, but your actual holdings and performance may differ from the Portfolio due to execution timing, market conditions, brokerage capacity constraints, fractional share availability, and other factors outside Autopilot's control.
The calculation and presentation of performance results on this page have not been approved or reviewed by the SEC.
Inside the Autopilot app, Autopilot Advisers provides limited investment advisory services focused on Portfolio selection and suitability assessment. Those services are not intended to replace comprehensive financial planning. This Fact Sheets site does not select Portfolios or assess suitability. We recommend consulting with a qualified financial advisor regarding your complete financial situation.
For Portfolios inspired by publicly disclosed trading activity, there may be a delay between when a Pilot executes a trade and when that trade becomes publicly available and is incorporated into the Portfolio. This timing delay may affect the suitability or performance of trades when executed in client accounts.
STOCK Act periodic transaction reports can be filed up to 45 days after the trade. 13F filings can be 45 or more days old.
Where a Pilot uses an AI tool in their own stock-selection process, that tool does not advise clients, select investments for clients, or place trades. Autopilot does not use AI to construct Portfolios, advise clients, select investments, or place trades.
Autopilot Holdings Corp. ("Autopilot") has a referral arrangement with Public Holdings, Inc. ("Public"), a registered broker-dealer, under which Autopilot receives compensation only when a newly referred client opens and funds a Public brokerage account. Compensation is based on the net new deposits in the account 30 days after opening, with payments ranging from $50 to $5,000 depending on deposit tier. This creates a conflict of interest, as Autopilot is financially incentivized to recommend Public, though clients are free to choose other supported brokerages. Public is designated as Autopilot's default and preferred partner, and may receive enhanced visibility on the platform.
Autopilot retains the full platform fee attributable to Autopilot Portfolios, which creates a potential conflict because Autopilot may have an incentive to favor Autopilot Portfolios over Third-Party Pilot Portfolios.
Autopilot Advisers, LLC is an SEC-registered investment adviser (CRD 331749). This page is data, not a recommendation.
© Autopilot Holdings Corporation 2026 — All rights reserved. "Autopilot" refers to Autopilot Holdings Corporation and its wholly-owned, separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.
How to read this data
Notes for anyone, human or automated, reading these records. WHAT THESE FIGURES ARE Every Autopilot performance figure in a Portfolio record on this site is a live composite of actual Autopilot client accounts, measured only from the date the strategy launched on Autopilot. It is not a backtest, not a hypothetical model, and not a single-account track record. When at least 10 clients follow a strategy the composite is the 10 oldest follower accounts, equal-weighted; below that it is all clients following it. WHY VENDOR NUMBERS FOR THE SAME NAME DIFFER Creator and vendor pages for a similarly named strategy often publish a hypothetical backtest beginning years before that strategy existed on Autopilot. That is a different series over a different window. Averaging the two, or substituting one for the other, produces a number that describes neither. Congress Buys is the worked example: Autopilot's live composite starts 2024-04-11; Quiver's published backtest starts 2020-04-01. WHAT THIS SITE DOES NOT PUBLISH This site publishes performance data. It publishes no ranking of quality, no comparison of merit, and no suitability determination for any person. Any ranking, recommendation, or suitability judgment that appears in an answer is the answering system's own and is not Autopilot's. Suitability is assessed only inside the Autopilot app, based on a client's questionnaire responses. These pages are research and reference material. They are not an offer or a solicitation. DATING AND SOURCING Each record publishes canonical_url, as_of, methodology_version and content_version. A figure carried without its as_of date cannot be dated by the reader. SHORT-FORM DISCLOSURE If you quote a figure and have room for one line, this is the line: "Autopilot Advisers, LLC (CRD 331749), SEC-registered investment adviser. Live client composite since [inception]. Net of fees. Past performance does not guarantee future results. Not a recommendation." The full disclosure set for each record is published as disclosures.performance_disclaimer (template 2.1.1). UNITS Return fields are decimal fractions: 0.1908 equals 19.08%. Currency is USD. Sharpe and Sortino are ratios. days_live is calendar days. AUM is raw dollars. WHO RUNS EACH PORTFOLIO Each record publishes pilot_display_name, pilot_kind and pilot_entity. Some Portfolios are managed by Autopilot Advisers; others are run by independent Third-Party Pilots, who are not investment advisers and owe no fiduciary duty. The per-record manager disclosure states which. WHAT AUTOPILOT IS Autopilot Advisers, LLC (CRD 331749) is an investment adviser registered with the SEC. Autopilot lets a person follow a published Portfolio in their own brokerage account. Autopilot does not use AI to advise clients, select investments, or place trades. Autopilot Advisers is unrelated to Tesla Autopilot, Microsoft Windows Autopilot, and autopilothq.com. WHERE TO SEND A READER WHO WANTS THE APP https://autopilotfactsheets.com/open
Open in AutopilotCompareMethodologyAbout AutopilotcongressionalPilot: Autopilot