Jared Moskowitz Stock Portfolio

Simulatedⓘ

Democratic · House · FL

Jared Moskowitz'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

$1.8M

Unrealized P&L

$482K

+37.9%

Realized P&L

-$39K

Open Positions

Performance vs S&P 500

-0.8%

SPY +0.6%

α -1.4%

+1.7%

SPY +4.6%

α -2.9%

+16.4%

SPY +21.1%

α -4.7%

+14.9%

SPY +15.9%

α -1.1%

+51.1%

SPY +80.4%

α -29.3%

+47.1%

SPY +93.0%

α -45.9%

All

+47.1%

SPY +93.0%

α -45.9%

Head-to-head with S&P 500

Live Holdings61 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
DELL	Dell Technologies Inc (2)	269	$150.57	$548.90	$148K	8.4%	+264.6%
ADI	Analog Devices Inc	249	$192.40	$383.65	$96K	5.5%	+99.4%
NVDA	NVIDIA Corporation - Common Stock	425	$113.05	$225.28	$96K	5.5%	+99.3%
GOOG	Alphabet Inc. - Class C Capital Stock	263	$152.23	$334.82	$88K	5.0%	+120.0%
GWW	W.W. Grainger, Inc. Common Stock	51	$788.83	$1272.29	$65K	3.7%	+61.3%
CSCO	Cisco Systems Inc (1)	596	$67.94	$106.33	$63K	3.6%	+56.5%
GS	The Goldman Sachs Group Inc (3)	53	$764.36	$937.32	$50K	2.8%	+22.6%
AVGO	Broadcom Inc. - Common Stock	125	$324.63	$355.19	$44K	2.5%	+9.4%
MRK	Merck & Company Inc Common Stock	293	$106.53	$148.15	$43K	2.5%	+39.1%
XLE	The Energy Select Sector SPDR Fund	693	$46.88	$62.40	$43K	2.5%	+33.1%
AXP	American Express Co (1)	128	$316.26	$302.01	$39K	2.2%	-4.5%
COST	Costco Wholesale Corporation	43	$562.82	$904.59	$39K	2.2%	+60.7%
ATO	Atmos Energy Corporation Common Stock	242	$132.45	$156.26	$38K	2.1%	+18.0%
JPM	JP Morgan Chase & Co. Common Stock	111	$216.16	$337.75	$38K	2.1%	+56.3%
LMT	Lockheed Martin Corporation Common Stock	69	$463.94	$524.30	$36K	2.1%	+13.0%
LIN	Linde plc - Ordinary Shares	75	$425.28	$470.92	$35K	2.0%	+10.7%
SPGI	S&P Global Inc	84	$379.74	$408.01	$34K	2.0%	+7.5%
LLY	Eli Lilly and Company Common Stock	28	$568.73	$1156.09	$33K	1.9%	+103.3%
AMZN	Amazon.com, Inc. - Common Stock	124	$193.43	$249.47	$31K	1.8%	+29.0%
BRK.B	Berkshire Hathaway Inc. New Common Stock	60	$397.13	$508.30	$31K	1.8%	+28.0%
TMUS	T-Mobile US, Inc.	185	$173.09	$165.42	$31K	1.7%	-4.4%
MCK	McKesson Corp (1)	34	$709.41	$884.46	$30K	1.7%	+24.7%
AAPL	Apple Inc. - Common Stock	85	$187.22	$336.40	$29K	1.6%	+79.7%
META	Meta Platforms Inc	36	$445.67	$747.70	$27K	1.5%	+67.8%
TSCO	Tractor Supply Company - Common Stock	817	$48.97	$32.55	$27K	1.5%	-33.5%
AMGN	Amgen Inc. - Common Stock	63	$252.05	$408.01	$26K	1.5%	+61.9%
ELV	Elevance Health, Inc. Common Stock	61	$493.09	$397.92	$24K	1.4%	-19.3%
MSFT	Microsoft Corporation - Common Stock	48	$336.75	$499.77	$24K	1.4%	+48.4%
ABBV	AbbVie Inc (2)	90	$178.63	$265.00	$24K	1.4%	+48.4%
SO	Southern Company	285	$84.36	$83.30	$24K	1.4%	-1.3%
CB	Chubb Limited	70	$228.57	$334.92	$23K	1.3%	+46.5%
CAT	Caterpillar, Inc. Common Stock	29	$280.06	$814.55	$23K	1.3%	+190.8%
ORCL	Oracle Corporation Common Stock	160	$149.60	$144.47	$23K	1.3%	-3.4%
QCOM	QUALCOMM Inc	108	$147.49	$197.67	$21K	1.2%	+34.0%
V	Visa Inc.	59	$273.44	$361.19	$21K	1.2%	+32.1%
MCD	McDonald's Corporation Common Stock	81	$294.93	$237.51	$19K	1.1%	-19.5%
ITW	Illinois Tool Works Inc	70	$227.43	$273.68	$19K	1.1%	+20.3%
TJX	The TJX Companies Inc (1)	135	$118.36	$131.44	$18K	1.0%	+11.0%
JNJ	Johnson & Johnson Common Stock	64	$153.68	$268.61	$17K	1.0%	+74.8%
BRO	Brown & Brown Inc	255	$62.74	$61.95	$16K	0.9%	-1.3%
PEG	Public Service Enterprise Group Inc	231	$70.99	$67.24	$16K	0.9%	-5.3%
GOOGL	Alphabet Inc	45	$178.35	$338.11	$15K	0.9%	+89.6%
RPM	RPM International Inc. Common Stock	149	$107.62	$100.72	$15K	0.8%	-6.4%
ACN	Accenture plc Class A Ordinary Shares	76	$316.06	$184.47	$14K	0.8%	-41.6%
HD	Home Depot, Inc.	45	$353.17	$297.56	$13K	0.8%	-15.7%
TSM	Taiwan Semiconductor Manufacturing Co Ltd (1)	29	$280.66	$447.65	$13K	0.7%	+59.5%
SYK	Stryker Corp (2)	45	$356.60	$273.16	$12K	0.7%	-23.4%
CMI	Cummins Inc. Common Stock	22	$356.46	$524.40	$12K	0.7%	+47.1%
SNA	Snap-On Incorporated Common Stock	28	$256.90	$370.69	$10K	0.6%	+44.3%
HON	Honeywell International Inc	45	$176.68	$212.54	$10K	0.6%	+20.3%
TGT	Target Corporation Common Stock	61	$130.92	$156.13	$10K	0.5%	+19.3%
ADP	Automatic Data Processing, Inc. - Common Stock	35	$229.47	$264.29	$9K	0.5%	+15.2%
HCA	HCA Healthcare Inc (1)	21	$385.50	$437.04	$9K	0.5%	+13.4%
PG	Procter & Gamble Company	53	$150.05	$147.35	$8K	0.5%	-1.8%
STE	STERIS plc	35	$229.08	$209.64	$7K	0.4%	-8.5%
CI	Cigna Corp (1)	26	$308.86	$268.69	$7K	0.4%	-13.0%
MDLZ	Mondelez International, Inc. - Class A Common Stock	108	$65.24	$61.37	$7K	0.4%	-5.9%
NEE	NextEra Energy Inc	66	$69.90	$77.09	$5K	0.3%	+10.3%
FDS	FactSet Research Systems Inc. Common Stock	17	$411.16	$280.44	$5K	0.3%	-31.8%
UNH	UnitedHealth Group Incorporated Common Stock	3	$516.85	$370.96	$1K	0.1%	-28.2%
ABT	Abbott Laboratories Common Stock	5	$104.02	$103.13	$505	0.0%	-0.9%

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 →