Katherine M. Clark Stock Portfolio

Simulatedⓘ

Democratic · House · MA

Katherine M. Clark'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

$91K

Unrealized P&L

$32K

+55.1%

Realized P&L

$28K

Open Positions

Performance vs S&P 500

-1.1%

SPY +0.6%

α -1.6%

+3.4%

SPY +4.6%

α -1.1%

+4.8%

SPY +21.1%

α -16.3%

-14.8%

SPY +15.8%

α -30.6%

+0.7%

SPY +80.3%

α -79.6%

-9.8%

SPY +73.0%

α -82.8%

All

+8.6%

SPY +161.6%

α -153.0%

Head-to-head with S&P 500

Live Holdings30 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
MOS	Mosaic Company	720	$9.94	$24.48	$18K	19.4%	+146.3%
ABB	ABB Ltd	382	$26.90	$37.13	$14K	15.6%	+38.0%
T	aT&T Inc.	350	$22.85	$25.36	$9K	9.8%	+11.0%
AMT	American Tower Corporation	47	$169.44	$170.63	$8K	8.9%	+0.7%
ORCL	Oracle Corporation	50	$56.66	$144.47	$7K	7.9%	+155.0%
LGND	Ligand Pharmaceuticals	15	$73.23	$298.46	$4K	4.9%	+307.6%
INTC	Intel Corporation	29	$45.68	$121.73	$4K	3.9%	+166.5%
BLK	BlackRock, Inc.	3	$668.19	$1061.89	$3K	3.5%	+58.9%
SAP	SAP SE ADS	14	$115.68	$210.66	$3K	3.2%	+82.1%
GSK	GlaxoSmithKline PLC	53	$36.80	$49.80	$3K	2.9%	+35.3%
NVO	Novo Nordisk A/S	67	$35.78	$38.23	$3K	2.8%	+6.9%
XYL	Xylem Inc. Common Stock New	21	$90.82	$108.81	$2K	2.5%	+19.8%
UBS	UBS Group AG Registered Ordinary Shares	43	$16.21	$47.78	$2K	2.3%	+194.8%
SPGI	S&P Global Inc.	5	$355.99	$408.01	$2K	2.2%	+14.6%
MDT	Medtronic plc. Ordinary Shares	16	$86.47	$88.96	$1K	1.5%	+2.9%
MA	Mastercard Incorporated	2	$316.53	$559.61	$1K	1.3%	+76.8%
HOLX	Hologic, Inc.	13	$67.97	$76.01	$1K	1.1%	+11.8%
SONY	Sony Group Corporation ADR Shares	41	$20.14	$23.21	$952	1.1%	+15.3%
MSFT	Microsoft Corporation	2	$286.54	$499.77	$853	0.9%	+74.4%
PEP	Pepsico, Inc.	7	$138.05	$129.86	$847	0.9%	-5.9%
BMY	Bristol-Myers Squibb Company	12	$55.53	$61.33	$760	0.8%	+10.4%
CSCO	Cisco Systems Inc	6	$55.28	$106.33	$688	0.8%	+92.3%
COST	Costco Wholesale Corporation	1	$375.75	$904.59	$473	0.5%	+140.7%
UNP	Union Pacific Corporation	1	$187.14	$275.36	$302	0.3%	+47.1%
ELAN	Elanco Animal Health Incorporated	11	$31.18	$22.64	$249	0.3%	-27.4%
HD	Home depot, Inc.	1	$327.26	$297.56	$197	0.2%	-9.1%
NGG	National Grid Transco, PLC	2	$61.16	$75.34	$164	0.2%	+23.2%
LHX	L3Harris Technologies, Inc.	1	$178.50	$239.51	$150	0.2%	+34.2%
OR ORAN	Orange	11	$11.29	$11.15	$123	0.1%	-1.2%
AY	Atlantica Sustainable Infrastructure plc - Ordinary Shares	5	$36.32	$21.99	$106	0.1%	-39.5%

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 →