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

$144K

Unrealized P&L

$39K

+37.2%

Realized P&L

$22K

Open Positions

Performance vs S&P 500

-2.8%

SPY -0.8%

α -2.0%

+9.1%

SPY +14.0%

α -4.9%

+4.8%

SPY +7.8%

α -3.0%

+30.7%

SPY +24.1%

α +6.7%

+47.4%

SPY +38.1%

α +9.3%

+47.4%

SPY +38.1%

α +9.3%

All

+47.4%

SPY +38.1%

α +9.3%

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	$207.84	$43K	29.9%	+89.9%
EOG	EOG Resources Inc	149	$107.64	$132.05	$20K	13.7%	+22.7%
UPS	United Parcel Service Inc	167	$95.95	$107.05	$18K	12.4%	+11.6%
V	Visa Inc	48	$335.60	$326.77	$16K	10.8%	-2.6%
WMT	Walmart Inc	84	$94.73	$117.20	$10K	6.9%	+23.7%
MSFT	Microsoft Corp	21	$387.81	$369.09	$8K	5.3%	-4.8%
GOOGL	Alphabet Inc	22	$159.07	$348.79	$8K	5.3%	+119.3%
GOOG	Alphabet Cl C	21	$161.47	$348.00	$7K	5.1%	+115.5%
AAPL	Apple Inc	18	$212.50	$297.28	$5K	3.6%	+39.9%
AMZN	Amazon.com Inc	22	$184.42	$233.41	$5K	3.5%	+26.6%
JPM	JPMorgan Chase & Co	15	$234.72	$331.58	$5K	3.5%	+41.3%

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 →