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

$89K

Unrealized P&L

$30K

+52.0%

Realized P&L

$28K

Open Positions

Performance vs S&P 500

-2.6%

SPY -0.8%

α -1.8%

+1.7%

SPY +14.0%

α -12.3%

-3.1%

SPY +7.8%

α -10.9%

-12.8%

SPY +24.0%

α -36.8%

-1.9%

SPY +71.8%

α -73.7%

-5.7%

SPY +76.6%

α -82.3%

All

+6.6%

SPY +153.6%

α -147.0%

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	$21.93	$16K	17.7%	+120.6%
ABB	ABB Ltd	382	$26.90	$37.13	$14K	15.9%	+38.0%
ORCL	Oracle Corporation	50	$56.66	$174.81	$9K	9.7%	+208.5%
AMT	American Tower Corporation	47	$169.44	$175.79	$8K	9.3%	+3.8%
T	aT&T Inc.	350	$22.85	$22.17	$8K	8.7%	-3.0%
INTC	Intel Corporation	29	$45.68	$140.39	$4K	4.6%	+207.3%
LGND	Ligand Pharmaceuticals	15	$73.23	$262.81	$4K	4.4%	+258.9%
BLK	BlackRock, Inc.	3	$668.19	$1049.83	$3K	3.5%	+57.1%
NVO	Novo Nordisk A/S	67	$35.78	$46.02	$3K	3.5%	+28.6%
GSK	GlaxoSmithKline PLC	53	$36.80	$50.78	$3K	3.0%	+38.0%
XYL	Xylem Inc. Common Stock New	21	$90.82	$111.45	$2K	2.6%	+22.7%
UBS	UBS Group AG Registered Ordinary Shares	43	$16.21	$50.88	$2K	2.5%	+213.9%
SAP	SAP SE ADS	14	$115.68	$149.47	$2K	2.3%	+29.2%
SPGI	S&P Global Inc.	5	$355.99	$406.92	$2K	2.2%	+14.3%
MDT	Medtronic plc. Ordinary Shares	16	$86.47	$79.20	$1K	1.4%	-8.4%
MA	Mastercard Incorporated	2	$316.53	$484.35	$1K	1.2%	+53.0%
HOLX	Hologic, Inc.	13	$67.97	$76.01	$1K	1.1%	+11.8%
PEP	Pepsico, Inc.	7	$138.05	$140.67	$917	1.0%	+1.9%
SONY	Sony Group Corporation ADR Shares	41	$20.14	$19.50	$800	0.9%	-3.2%
CSCO	Cisco Systems Inc	6	$55.28	$121.42	$786	0.9%	+119.7%
BMY	Bristol-Myers Squibb Company	12	$55.53	$54.55	$676	0.8%	-1.8%
MSFT	Microsoft Corporation	2	$286.54	$369.09	$630	0.7%	+28.8%
COST	Costco Wholesale Corporation	1	$375.75	$949.01	$497	0.6%	+152.6%
UNP	Union Pacific Corporation	1	$187.14	$259.25	$284	0.3%	+38.5%
ELAN	Elanco Animal Health Incorporated	11	$31.18	$23.91	$263	0.3%	-23.3%
HD	Home depot, Inc.	1	$327.26	$326.59	$216	0.2%	-0.2%
LHX	L3Harris Technologies, Inc.	1	$178.50	$284.87	$179	0.2%	+59.6%
NGG	National Grid Transco, PLC	2	$61.16	$80.87	$176	0.2%	+32.2%
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 →