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

+54.4%

Realized P&L

$28K

Open Positions

Performance vs S&P 500

+5.1%

SPY +3.7%

α +1.4%

+0.5%

SPY +4.6%

α -4.1%

-4.0%

SPY +11.4%

α -15.5%

-10.3%

SPY +22.3%

α -32.6%

-7.3%

SPY +72.3%

α -79.6%

-8.6%

SPY +75.4%

α -84.0%

All

+8.3%

SPY +163.4%

α -155.1%

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	$23.00	$17K	18.3%	+131.3%
ABB	ABB Ltd	382	$26.90	$37.13	$14K	15.7%	+38.0%
T	aT&T Inc.	350	$22.85	$23.82	$8K	9.2%	+4.3%
AMT	American Tower Corporation	47	$169.44	$173.25	$8K	9.0%	+2.3%
ORCL	Oracle Corporation	50	$56.66	$145.90	$7K	8.0%	+157.5%
LGND	Ligand Pharmaceuticals	15	$73.23	$291.31	$4K	4.8%	+297.8%
BLK	BlackRock, Inc.	3	$668.19	$1137.99	$3K	3.7%	+70.3%
NVO	Novo Nordisk A/S	67	$35.78	$47.24	$3K	3.5%	+32.0%
INTC	Intel Corporation	29	$45.68	$100.82	$3K	3.3%	+120.7%
SAP	SAP SE ADS	14	$115.68	$205.78	$3K	3.1%	+77.9%
GSK	GlaxoSmithKline PLC	53	$36.80	$52.98	$3K	3.1%	+44.0%
XYL	Xylem Inc. Common Stock New	21	$90.82	$120.56	$3K	2.8%	+32.8%
UBS	UBS Group AG Registered Ordinary Shares	43	$16.21	$53.80	$2K	2.5%	+231.9%
SPGI	S&P Global Inc.	5	$355.99	$408.23	$2K	2.2%	+14.7%
MDT	Medtronic plc. Ordinary Shares	16	$86.47	$86.83	$1K	1.5%	+0.4%
MA	Mastercard Incorporated	2	$316.53	$563.88	$1K	1.4%	+78.1%
HOLX	Hologic, Inc.	13	$67.97	$76.01	$1K	1.1%	+11.8%
SONY	Sony Group Corporation ADR Shares	41	$20.14	$23.43	$961	1.1%	+16.4%
PEP	Pepsico, Inc.	7	$138.05	$139.29	$908	1.0%	+0.9%
MSFT	Microsoft Corporation	2	$286.54	$501.42	$856	0.9%	+75.0%
BMY	Bristol-Myers Squibb Company	12	$55.53	$64.64	$801	0.9%	+16.4%
CSCO	Cisco Systems Inc	6	$55.28	$120.93	$783	0.9%	+118.8%
COST	Costco Wholesale Corporation	1	$375.75	$947.51	$496	0.6%	+152.2%
UNP	Union Pacific Corporation	1	$187.14	$293.83	$322	0.4%	+57.0%
ELAN	Elanco Animal Health Incorporated	11	$31.18	$22.27	$245	0.3%	-28.6%
HD	Home depot, Inc.	1	$327.26	$354.91	$235	0.3%	+8.4%
LHX	L3Harris Technologies, Inc.	1	$178.50	$286.65	$180	0.2%	+60.6%
NGG	National Grid Transco, PLC	2	$61.16	$81.05	$177	0.2%	+32.5%
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 →