Bill Cassidy Stock Portfolio

Simulatedⓘ

Republican · Senate · LA

Bill Cassidy's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$206K

Unrealized P&L

$99K

+93.4%

Realized P&L

$82K

Open Positions

Performance vs S&P 500

-0.1%

SPY -0.8%

α +0.7%

+4.7%

SPY +14.0%

α -9.3%

+11.9%

SPY +7.8%

α +4.1%

+24.4%

SPY +24.0%

α +0.4%

+47.1%

SPY +71.8%

α -24.8%

+34.3%

SPY +76.2%

α -41.9%

All

+161.7%

SPY +258.7%

α -97.1%

Head-to-head with S&P 500

Live Holdings20 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AFL	Aflac Incorporated	430	$37.21	$116.39	$50K	24.3%	+212.8%
XOM	Exxon Mobil Corporation	205	$75.26	$138.44	$28K	13.8%	+83.9%
PSX	Phillips 66	129	$62.09	$167.55	$22K	10.5%	+169.8%
CVS	CVS Health Corporation	207	$65.54	$101.69	$21K	10.2%	+55.1%
AAPL	Apple Inc. (NASDAQ)	65	$39.44	$297.28	$19K	9.3%	+653.8%
JNJ	Johnson & Johnson	64	$134.24	$230.69	$15K	7.1%	+71.9%
GWW	W.W. Grainger, Inc.	10	$208.12	$1344.43	$14K	6.8%	+546.0%
MMM	3M Company	66	$120.44	$162.68	$11K	5.3%	+35.1%
VFC	V.F. Corporation	307	$56.49	$17.00	$5K	2.5%	-69.9%
ABT	Abbott Laboratories	47	$41.83	$88.15	$4K	2.0%	+110.7%
DIS	The Walt Disney Company	37	$111.09	$102.16	$4K	1.9%	-8.0%
NSC	Norfolk Southern Corporation	10	$83.25	$302.43	$3K	1.5%	+263.3%
DOW	Dow Inc.	99	$30.53	$30.75	$3K	1.5%	+0.7%
UPS	United Parcel Service, Inc.	24	$109.11	$107.05	$3K	1.3%	-1.9%
PLD	Prologis, Inc.	10	$93.74	$143.81	$1K	0.7%	+53.4%
CAT	Caterpillar Inc. (NYSE)	1	$75.66	$1017.31	$1K	0.6%	+1244.6%
PPG	PPG Industries, Inc.	9	$93.13	$119.01	$1K	0.5%	+27.8%
JPM	JPMorgan Chase & Co.	1	$103.29	$331.58	$260	0.1%	+221.0%
T	AT&T, Inc.	11	$25.28	$22.17	$241	0.1%	-12.3%
FRT	Federal Realty Investment Trust	0	$133.15	$122.07	$47	0.0%	-8.3%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →