Katie Britt Stock Portfolio

Simulatedⓘ

Republican · Senate · AL

Katie Britt'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

$151K

Unrealized P&L

$47K

+44.5%

Realized P&L

$22K

Open Positions

Performance vs S&P 500

+0.1%

SPY +0.6%

α -0.4%

+7.5%

SPY +4.6%

α +2.9%

+17.2%

SPY +21.1%

α -3.9%

+17.8%

SPY +15.8%

α +2.0%

+55.0%

SPY +42.4%

α +12.6%

+55.0%

SPY +42.4%

α +12.6%

All

+55.0%

SPY +42.4%

α +12.6%

Head-to-head with S&P 500

Live Holdings11 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NVDA	NVIDIA Corporation	206	$109.44	$225.28	$46K	30.8%	+105.8%
EOG	EOG Resources Inc	149	$107.64	$141.93	$21K	13.9%	+31.9%
V	Visa Inc	48	$335.60	$361.19	$17K	11.4%	+7.6%
UPS	United Parcel Service Inc	167	$95.95	$96.17	$16K	10.6%	+0.2%
MSFT	Microsoft Corp	21	$387.81	$499.77	$10K	6.8%	+28.9%
WMT	Walmart Inc	84	$94.73	$110.39	$9K	6.2%	+16.5%
GOOGL	Alphabet Inc	22	$159.07	$338.11	$7K	4.8%	+112.5%
GOOG	Alphabet Cl C	21	$161.47	$334.82	$7K	4.6%	+107.4%
AAPL	Apple Inc	18	$212.50	$336.40	$6K	3.9%	+58.3%
AMZN	Amazon.com Inc	22	$184.42	$249.47	$5K	3.6%	+35.3%
JPM	JPMorgan Chase & Co	15	$234.72	$337.75	$5K	3.3%	+43.9%

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 →