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

$10.7M

Unrealized P&L

$8.1M

+321.8%

Realized P&L

-$1.2M

Open Positions

Performance vs S&P 500

+2.5%

SPY +3.7%

α -1.2%

+31.9%

SPY +4.6%

α +27.3%

+38.2%

SPY +11.4%

α +26.8%

+74.8%

SPY +22.3%

α +52.5%

+112.0%

SPY +72.3%

α +39.6%

+140.5%

SPY +74.9%

α +65.6%

All

+264.3%

SPY +128.7%

α +135.6%

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	$142.21	$2.9M	27.4%	+695.5%
CVX	Chevron Corporation	6,766	$73.97	$186.18	$1.3M	11.8%	+151.7%
EMR	Emerson Electric Co.	7,163	$45.94	$158.42	$1.1M	10.6%	+244.8%
WD WDC	Western Digital Corporation	2,057	$23.46	$437.17	$899K	8.4%	+1763.5%
CR	Crane Co.	3,044	$47.65	$220.80	$672K	6.3%	+363.4%
DAL	Delta Air Lines, Inc.	7,314	$22.25	$91.46	$669K	6.3%	+311.1%
AIZ	Assurant, Inc.	2,182	$92.05	$290.32	$633K	5.9%	+215.4%
AIG	American International Group, Inc.	5,503	$23.39	$79.03	$435K	4.1%	+237.9%
PANW	Palo Alto Networks, Inc.	1,128	$28.80	$362.77	$409K	3.8%	+1159.6%
AFL	Aflac Incorporated	3,010	$35.71	$124.84	$376K	3.5%	+249.6%
PRU	Prudential Financial, Inc.	1,725	$52.06	$121.50	$210K	2.0%	+133.4%
ADM	Archer-Daniels-Midland Company	1,979	$33.66	$76.39	$151K	1.4%	+126.9%
CAH	Cardinal Health, Inc.	551	$44.71	$237.43	$131K	1.2%	+431.0%
TRV	The Travelers Companies, Inc.	327	$100.76	$384.60	$126K	1.2%	+281.7%
TJX	The TJX Companies, Inc.	696	$46.68	$161.78	$113K	1.1%	+246.6%
VMC	Vulcan Materials Company	301	$107.92	$283.89	$85K	0.8%	+163.1%
GS	The Goldman Sachs Group, Inc.	72	$166.02	$1038.91	$75K	0.7%	+525.8%
LLY	Eli Lilly and Company	56	$141.88	$1185.75	$67K	0.6%	+735.7%
MRK	Merck & Co., Inc.	434	$74.91	$128.59	$56K	0.5%	+71.7%
ETN	Eaton Corporation plc	105	$76.16	$447.66	$47K	0.4%	+487.8%
PG	The Procter & Gamble Company	288	$112.77	$145.74	$42K	0.4%	+29.2%
UL	The Unilever Group	571	$56.88	$63.00	$36K	0.3%	+10.8%
CTXS	Citrix Systems, Inc.	234	$122.03	$103.86	$24K	0.2%	-14.9%
PGR	The Progressive Corporation	106	$75.60	$215.01	$23K	0.2%	+184.4%
CMCSA	Comcast Corporation	880	$36.94	$25.38	$22K	0.2%	-31.3%
KO	The Coca-Cola Company	172	$46.51	$87.05	$15K	0.1%	+87.2%
CME	CME Group Inc.	51	$155.22	$263.94	$13K	0.1%	+70.0%
ABT	Abbott Laboratories	98	$81.93	$107.72	$11K	0.1%	+31.5%
BABA	Alibaba Group Holding Limited	40	$198.00	$128.37	$5K	0.1%	-35.2%

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 →