Michael C. Burgess Stock Portfolio

Simulatedⓘ

Republican · House · TX

Michael C. Burgess'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

$236K

Unrealized P&L

-$24K

-9.1%

Realized P&L

$55K

Open Positions

Performance vs S&P 500

-4.2%

SPY -0.8%

α -3.4%

+9.8%

SPY +14.0%

α -4.2%

+4.5%

SPY +7.8%

α -3.3%

+14.6%

SPY +24.0%

α -9.4%

+7.5%

SPY +72.1%

α -64.6%

-8.0%

SPY +65.5%

α -73.5%

All

-8.0%

SPY +65.5%

α -73.5%

Head-to-head with S&P 500

Live Holdings19 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AMZN	Amazon.com Inc	199	$128.36	$233.41	$46K	19.7%	+81.8%
PRU	Prudential Financial Inc	360	$90.22	$107.87	$39K	16.5%	+19.6%
CC CC	Chemours Company	1,816	$35.78	$21.33	$39K	16.4%	-40.4%
MSFT	Microsoft Corporation	53	$254.77	$369.09	$20K	8.3%	+44.9%
UPS	United Parcel Service Inc	126	$172.72	$107.05	$13K	5.7%	-38.0%
AA AAP	Advance Auto Parts Inc	234	$138.85	$56.02	$13K	5.5%	-59.6%
ST STLA	Stellantis NV	1,797	$18.09	$6.38	$11K	4.9%	-64.7%
SYK	Stryker Corporation	30	$262.31	$304.06	$9K	3.9%	+15.9%
RY	Royal Bank of Canada	46	$110.54	$202.00	$9K	3.9%	+82.7%
GOOGL	Alphabet Inc	23	$120.11	$348.79	$8K	3.4%	+190.4%
AMD	Advanced Micro Devices Inc	15	$110.47	$545.48	$8K	3.4%	+393.8%
AMGN	Amgen Inc	19	$253.37	$343.19	$7K	2.8%	+35.5%
F	Ford Company	436	$18.35	$13.97	$6K	2.6%	-23.8%
XOM	Exxon Mobil Corp	19	$102.36	$138.44	$3K	1.1%	+35.3%
BX	Blackstone Inc	14	$113.86	$122.88	$2K	0.7%	+7.9%
CME	CME Group Inc	6	$206.52	$245.58	$1K	0.6%	+18.9%
BBY	Best Buy Co Inc	13	$74.23	$76.31	$970	0.4%	+2.8%
ABT	Abbott Laboratories	3	$128.38	$88.15	$290	0.1%	-31.3%
CI	Cigna Corporation	0	$293.73	$281.03	$4	0.0%	-4.3%

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 →