Julie Johnson Stock Portfolio

Simulatedⓘ

Democratic · House · TX

Julie Johnson'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

$200K

Unrealized P&L

$38K

+23.9%

Realized P&L

$15K

Open Positions

Performance vs S&P 500

-2.0%

SPY -5.4%

α +3.4%

-2.5%

SPY -4.9%

α +2.4%

+4.2%

SPY -0.5%

α +4.7%

+7.9%

SPY +9.5%

α -1.6%

+82.5%

SPY +41.6%

α +41.0%

+82.5%

SPY +41.6%

α +41.0%

All

+82.5%

SPY +41.6%

α +41.0%

Head-to-head with S&P 500

Live Holdings23 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
MMM	3M Co	166	$141.78	$185.92	$31K	15.5%	+31.1%
PLTR	Palantir Technologies Inc	127	$94.60	$160.96	$20K	10.2%	+70.2%
BK	The Bank of New York Mellon Corp	133	$95.14	$141.91	$19K	9.4%	+49.2%
DG	Dollar General Corporation	117	$68.57	$134.37	$16K	7.8%	+96.0%
CRL	Charles River Laboratories International Inc	46	$173.91	$338.61	$16K	7.8%	+94.7%
COF	Capital One Financial Corp	64	$177.20	$201.86	$13K	6.5%	+13.9%
ON	ON Semiconductor Corp	160	$50.06	$63.27	$10K	5.1%	+26.4%
GOOGL	Alphabet Inc	35	$278.98	$285.72	$10K	5.0%	+2.4%
HSY	The Hershey Co	53	$151.75	$178.85	$9K	4.7%	+17.9%
MSCI	MSCI Inc	13	$601.00	$641.07	$9K	4.3%	+6.7%
UBER	Uber Technologies Inc	119	$67.02	$68.69	$8K	4.1%	+2.5%
SBAC	SBA Communications Corp	41	$195.02	$189.41	$8K	3.9%	-2.9%
SMCI	SUPER MICRO COMPUTER INC	258	$30.99	$28.84	$7K	3.7%	-6.9%
DOW	Dow Inc	198	$40.40	$31.47	$6K	3.1%	-22.1%
PYPL	PayPal Holdings Inc	105	$76.27	$59.38	$6K	3.1%	-22.1%
VST	Vistra Corp	48	$166.61	$125.01	$6K	3.0%	-25.0%
HAS	Hasbro Inc	11	$57.40	$119.56	$1K	0.6%	+108.3%
EIX	Edison International	16	$52.68	$59.73	$937	0.5%	+13.4%
ES	Eversource Energy	12	$56.61	$70.33	$877	0.4%	+24.2%
DLTR	Dollar Tree Inc	6	$71.15	$132.66	$829	0.4%	+86.5%
F	Ford Motor Co	62	$9.23	$12.46	$771	0.4%	+35.0%
BA	Boeing Co	4	$186.25	$173.27	$696	0.3%	-7.0%
FCX	Freeport-McMoRan Inc	1	$37.96	$59.51	$55	0.0%	+56.8%

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 →