Kelly Loeffler Stock Portfolio

Simulatedⓘ

Republican · Senate · GA

Kelly Loeffler'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

$10.4M

Unrealized P&L

$7.8M

+310.4%

Realized P&L

-$1.2M

Open Positions

Performance vs S&P 500

-1.1%

SPY +0.6%

α -1.7%

-2.5%

SPY +4.6%

α -7.1%

+43.4%

SPY +21.1%

α +22.3%

+63.0%

SPY +15.8%

α +47.2%

+109.9%

SPY +80.3%

α +29.6%

+138.5%

SPY +73.0%

α +65.5%

All

+254.5%

SPY +127.0%

α +127.5%

Head-to-head with S&P 500

Live Holdings29 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
DD	DuPont de Nemours, Inc.	20,545	$17.88	$130.98	$2.7M	25.9%	+632.7%
CVX	Chevron Corporation	6,766	$73.97	$205.31	$1.4M	13.4%	+177.5%
EMR	Emerson Electric Co.	7,163	$45.94	$154.53	$1.1M	10.7%	+236.4%
WD WDC	Western Digital Corporation	2,057	$23.46	$472.79	$972K	9.4%	+1915.3%
CR	Crane Co.	3,044	$47.65	$204.51	$623K	6.0%	+329.2%
DAL	Delta Air Lines, Inc.	7,314	$22.25	$81.64	$597K	5.8%	+266.9%
AIZ	Assurant, Inc.	2,182	$92.05	$270.38	$590K	5.7%	+193.7%
PANW	Palo Alto Networks, Inc.	1,128	$28.80	$390.52	$441K	4.3%	+1256.0%
AIG	American International Group, Inc.	5,503	$23.39	$75.57	$416K	4.0%	+223.1%
AFL	Aflac Incorporated	3,010	$35.71	$115.29	$347K	3.4%	+222.8%
PRU	Prudential Financial, Inc.	1,725	$52.06	$117.86	$203K	2.0%	+126.4%
ADM	Archer-Daniels-Midland Company	1,979	$33.66	$82.31	$163K	1.6%	+144.5%
CAH	Cardinal Health, Inc.	551	$44.71	$221.57	$122K	1.2%	+395.6%
TRV	The Travelers Companies, Inc.	327	$100.76	$361.07	$118K	1.1%	+258.4%
TJX	The TJX Companies, Inc.	696	$46.68	$131.44	$92K	0.9%	+181.6%
VMC	Vulcan Materials Company	301	$107.92	$246.45	$74K	0.7%	+128.4%
GS	The Goldman Sachs Group, Inc.	72	$166.02	$937.32	$68K	0.7%	+464.6%
LLY	Eli Lilly and Company	56	$141.88	$1156.09	$65K	0.6%	+714.8%
MRK	Merck & Co., Inc.	434	$74.91	$148.15	$64K	0.6%	+97.8%
ETN	Eaton Corporation plc	105	$76.16	$438.22	$46K	0.4%	+475.4%
PG	The Procter & Gamble Company	288	$112.77	$147.35	$42K	0.4%	+30.7%
UL	The Unilever Group	571	$56.88	$62.09	$35K	0.3%	+9.2%
CTXS	Citrix Systems, Inc.	234	$122.03	$103.86	$24K	0.2%	-14.9%
PGR	The Progressive Corporation	106	$75.60	$203.72	$22K	0.2%	+169.5%
CMCSA	Comcast Corporation	880	$36.94	$22.64	$20K	0.2%	-38.7%
KO	The Coca-Cola Company	172	$46.51	$87.94	$15K	0.1%	+89.1%
CME	CME Group Inc.	51	$155.22	$271.81	$14K	0.1%	+75.1%
ABT	Abbott Laboratories	98	$81.93	$103.13	$10K	0.1%	+25.9%
BABA	Alibaba Group Holding Limited	40	$198.00	$111.02	$4K	0.0%	-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 →