Jonathan Jackson Stock Portfolio

Simulatedⓘ

Democratic · House · IL

Jonathan Jackson'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

$775K

+73.4%

Realized P&L

-$93K

Open Positions

Performance vs S&P 500

+3.0%

SPY +3.7%

α -0.8%

+8.8%

SPY +4.6%

α +4.2%

+12.8%

SPY +11.4%

α +1.4%

+21.8%

SPY +22.3%

α -0.5%

+70.6%

SPY +72.0%

α -1.4%

+73.0%

SPY +98.3%

α -25.3%

All

+73.0%

SPY +98.3%

α -25.3%

Head-to-head with S&P 500

Live Holdings39 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NVDA	NVIDIA Corporation	1,228	$26.46	$222.97	$274K	15.0%	+742.6%
CAH	Cardinal Health Inc	709	$105.79	$237.43	$168K	9.2%	+124.4%
C	Citigroup Inc	1,065	$115.95	$134.85	$144K	7.8%	+16.3%
VSAT	ViaSat Inc	1,696	$44.23	$80.26	$136K	7.4%	+81.5%
MAR	Marriott International Inc	344	$189.19	$354.96	$122K	6.7%	+87.6%
PH	Parker-Hannifin Corporation	105	$309.52	$1078.90	$113K	6.2%	+248.6%
BK	The Bank of New York Mellon Corp	699	$118.80	$141.91	$99K	5.4%	+19.4%
AMAT	Applied Materials Inc	184	$200.56	$536.88	$99K	5.4%	+167.7%
WMT	Walmart Inc	623	$120.36	$111.85	$70K	3.8%	-7.1%
JPM	JP Morgan Chase & Co. Common Stock	195	$207.96	$357.85	$70K	3.8%	+72.1%
AME	AMETEK Inc	227	$143.05	$253.49	$58K	3.1%	+77.2%
V	Visa Inc	147	$221.09	$363.19	$53K	2.9%	+64.3%
THC	Tenet Healthcare Corp	172	$197.01	$262.66	$45K	2.5%	+33.3%
GEV	GE VERNOVA INC	45	$726.37	$986.71	$44K	2.4%	+35.8%
SPG	Simon Property Group Inc	194	$167.36	$222.74	$43K	2.4%	+33.1%
BP	BP PLC	887	$45.64	$41.59	$37K	2.0%	-8.9%
MCK	McKesson Corp	38	$664.02	$873.56	$33K	1.8%	+31.6%
EME	EMCOR Group Inc	36	$224.72	$817.93	$29K	1.6%	+264.0%
CP CPNG	Coupang, Inc. Class A Common Stock	1,554	$20.91	$16.25	$25K	1.4%	-22.3%
HOOD	Robinhood Markets Inc	209	$127.08	$93.12	$19K	1.1%	-26.7%
GOOGL	Alphabet Inc	45	$122.50	$354.73	$16K	0.9%	+189.6%
MELI	MercadoLibre Inc	9	$1299.83	$1813.09	$15K	0.8%	+39.5%
META	Meta Platforms Inc	25	$557.90	$592.83	$15K	0.8%	+6.3%
AMZN	Amazon.com Inc	53	$208.88	$274.11	$15K	0.8%	+31.2%
IBM	International Business Machines Corp	59	$265.20	$236.93	$14K	0.8%	-10.7%
STT	State Street Corporation	67	$119.43	$184.86	$12K	0.7%	+54.8%
SHOP	Shopify Inc	81	$158.41	$151.47	$12K	0.7%	-4.4%
GS	The Goldman Sachs Group Inc	10	$580.10	$1038.91	$10K	0.6%	+79.1%
CHD	Church & Dwight Co Inc	92	$102.86	$103.11	$10K	0.5%	+0.2%
WMB	The Williams Cos Inc	131	$61.09	$70.45	$9K	0.5%	+15.3%
PANW	Palo Alto Networks Inc	22	$183.68	$362.77	$8K	0.4%	+97.5%
KKR	KKR & Co Inc	40	$121.97	$103.42	$4K	0.2%	-15.2%
CRM	salesforce.com Inc	16	$293.77	$192.60	$3K	0.2%	-34.4%
AES	The AES Corporation Common Stock	119	$17.68	$14.72	$2K	0.1%	-16.7%
ORLY	O'Reilly Automotive Inc	15	$84.59	$93.92	$1K	0.1%	+11.0%
LIN	Linde PLC	2	$390.67	$490.50	$1K	0.1%	+25.6%
NFLX	Netflix Inc	5	$96.16	$74.36	$375	0.0%	-22.7%
REGN	Regeneron Pharmaceuticals Inc	0	$929.13	$785.89	$356	0.0%	-15.4%
W	Wayfair Inc	2	$64.70	$106.65	$235	0.0%	+64.8%

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 →