Julia Letlow Stock Portfolio

Simulatedⓘ

Republican · House ·

Julia Letlow'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

$388K

Unrealized P&L

$100K

+34.7%

Realized P&L

-$12K

Open Positions

Performance vs S&P 500

-0.8%

SPY +3.7%

α -4.6%

+1.6%

SPY +4.6%

α -2.9%

+14.7%

SPY +11.4%

α +3.2%

+33.9%

SPY +22.3%

α +11.6%

+33.9%

SPY +33.7%

α +0.2%

+33.9%

SPY +33.7%

α +0.2%

All

+33.9%

SPY +33.7%

α +0.2%

Head-to-head with S&P 500

Live Holdings36 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AMD	Advanced Micro Devices Inc	95	$167.67	$479.16	$46K	11.8%	+185.8%
AAPL	Apple Inc	135	$240.72	$313.23	$42K	10.9%	+30.1%
INTC	Intel Corp	278	$28.76	$100.82	$28K	7.2%	+250.6%
CSCO	Cisco Systems Inc	222	$72.18	$120.93	$27K	6.9%	+67.5%
GOOGL	Alphabet Inc	45	$178.64	$354.73	$16K	4.1%	+98.6%
AZN	Astrazeneca PLC	88	$91.28	$161.06	$14K	3.6%	+76.4%
IBM	International Business Machines Corp	53	$300.50	$236.93	$13K	3.3%	-21.2%
BA	Boeing Co	51	$208.25	$235.34	$12K	3.1%	+13.0%
AMZN	Amazon.com Inc	43	$215.09	$274.11	$12K	3.0%	+27.4%
DY	Dycom Industries Inc	28	$281.14	$406.25	$12K	3.0%	+44.5%
AIZ	Assurant Inc	37	$214.24	$290.32	$11K	2.8%	+35.5%
DLTR	Dollar Tree Inc	82	$97.78	$131.12	$11K	2.8%	+34.1%
KO	The Coca-Cola Co	118	$67.97	$87.05	$10K	2.6%	+28.1%
TRV	The Travelers Companies Inc	26	$304.93	$384.60	$10K	2.6%	+26.1%
CVX	Chevron Corp	53	$150.48	$186.18	$10K	2.5%	+23.7%
TSM	Taiwan Semiconductor Manufacturing Co Ltd	23	$341.36	$418.75	$10K	2.5%	+22.7%
AA	Alcoa Corp	191	$41.88	$49.80	$10K	2.5%	+18.9%
DVN	Devon Energy Corp	213	$37.57	$42.85	$9K	2.4%	+14.1%
GTES	Gates Industrial Corp PLC	313	$25.57	$28.36	$9K	2.3%	+10.9%
CMI	Cummins Inc	13	$605.63	$642.36	$8K	2.2%	+6.1%
DHR	Danaher Corp	41	$195.91	$204.16	$8K	2.1%	+4.2%
DUK	Duke Energy Corp	66	$120.57	$125.23	$8K	2.1%	+3.9%
REGN	Regeneron Pharmaceuticals Inc	10	$783.65	$785.89	$8K	2.1%	+0.3%
PG	The Procter & Gamble Co	52	$153.19	$145.74	$8K	2.0%	-4.9%
META	Meta Platforms Inc	12	$649.81	$592.83	$7K	1.9%	-8.8%
PEP	PepsiCo Inc	48	$167.53	$139.29	$7K	1.7%	-16.9%
VST	Vistra Corp	46	$173.68	$140.96	$6K	1.7%	-18.8%
GS	The Goldman Sachs Group Inc	4	$517.20	$1038.91	$5K	1.2%	+100.9%
T	AT&T Inc	162	$21.83	$23.82	$4K	1.0%	+9.1%
BAH	Booz Allen Hamilton Holding Corporation	49	$163.26	$76.67	$4K	1.0%	-53.0%
ABBV	AbbVie Inc	6	$192.34	$245.56	$1K	0.4%	+27.7%
GL GLOB	Globant SA	32	$92.87	$37.40	$1K	0.3%	-59.7%
AZPN	Aspen Technology Inc	3	$231.97	$264.33	$705	0.2%	+13.9%
DBX	Dropbox Inc	18	$25.79	$34.68	$624	0.2%	+34.5%
ABT	Abbott Laboratories	3	$117.01	$107.72	$306	0.1%	-7.9%
AIG	American International Group Inc	2	$78.57	$79.03	$153	0.0%	+0.6%

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 →