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

$39K

+23.9%

Realized P&L

$15K

Open Positions

Performance vs S&P 500

+5.1%

SPY +2.8%

α +2.3%

+4.0%

SPY +4.2%

α -0.1%

+3.2%

SPY +10.8%

α -7.5%

+8.6%

SPY +21.2%

α -12.6%

+83.4%

SPY +48.0%

α +35.5%

+83.4%

SPY +48.0%

α +35.5%

All

+83.4%

SPY +48.0%

α +35.5%

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	$180.42	$30K	15.0%	+27.3%
PLTR	Palantir Technologies Inc	127	$94.60	$155.83	$20K	9.9%	+64.7%
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	$126.98	$15K	7.4%	+85.2%
COF	Capital One Financial Corp	64	$177.20	$219.63	$14K	7.1%	+23.9%
ON	ON Semiconductor Corp	160	$50.06	$78.38	$13K	6.3%	+56.6%
GOOGL	Alphabet Inc	35	$278.98	$357.16	$12K	6.2%	+28.0%
CRL	Charles River Laboratories International Inc	46	$173.91	$260.71	$12K	6.0%	+49.9%
HSY	The Hershey Co	53	$151.75	$182.09	$10K	4.8%	+20.0%
UBER	Uber Technologies Inc	119	$67.02	$70.56	$8K	4.2%	+5.3%
SMCI	SUPER MICRO COMPUTER INC	258	$30.99	$29.61	$8K	3.8%	-4.4%
MSCI	MSCI Inc	13	$601.00	$565.09	$8K	3.8%	-6.0%
SBAC	SBA Communications Corp	41	$195.02	$182.05	$7K	3.7%	-6.7%
VST	Vistra Corp	48	$166.61	$140.95	$7K	3.4%	-15.4%
PYPL	PayPal Holdings Inc	105	$76.27	$59.41	$6K	3.1%	-22.1%
DOW	Dow Inc	198	$40.40	$30.43	$6K	3.0%	-24.7%
EIX	Edison International	16	$52.68	$67.19	$1K	0.5%	+27.5%
HAS	Hasbro Inc	11	$57.40	$91.80	$975	0.5%	+59.9%
BA	Boeing Co	4	$186.25	$232.01	$932	0.5%	+24.6%
ES	Eversource Energy	12	$56.61	$72.08	$898	0.5%	+27.3%
F	Ford Motor Co	62	$9.23	$13.81	$855	0.4%	+49.7%
DLTR	Dollar Tree Inc	6	$71.15	$129.02	$806	0.4%	+81.3%
FCX	Freeport-McMoRan Inc	1	$37.96	$67.97	$63	0.0%	+79.1%

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 →