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

$231K

Unrealized P&L

-$29K

-11.0%

Realized P&L

$55K

Open Positions

Performance vs S&P 500

-3.7%

SPY +0.6%

α -4.2%

-1.2%

SPY +4.6%

α -5.7%

+8.2%

SPY +21.1%

α -12.9%

+2.5%

SPY +15.8%

α -13.3%

+3.7%

SPY +79.9%

α -76.2%

-10.1%

SPY +70.7%

α -80.8%

All

-10.1%

SPY +70.7%

α -80.8%

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	$249.47	$50K	21.5%	+94.4%
PRU	Prudential Financial Inc	360	$90.22	$117.86	$42K	18.4%	+30.6%
CC CC	Chemours Company	1,816	$35.78	$14.74	$27K	11.6%	-58.8%
MSFT	Microsoft Corporation	53	$254.77	$499.77	$27K	11.6%	+96.2%
UPS	United Parcel Service Inc	126	$172.72	$96.17	$12K	5.2%	-44.3%
AA AAP	Advance Auto Parts Inc	234	$138.85	$41.03	$10K	4.2%	-70.5%
RY	Royal Bank of Canada	46	$110.54	$199.57	$9K	3.9%	+80.5%
AMD	Advanced Micro Devices Inc	15	$110.47	$615.05	$9K	3.9%	+456.8%
SYK	Stryker Corporation	30	$262.31	$273.16	$8K	3.6%	+4.1%
ST STLA	Stellantis NV	1,797	$18.09	$4.63	$8K	3.6%	-74.4%
GOOGL	Alphabet Inc	23	$120.11	$338.11	$8K	3.4%	+181.5%
AMGN	Amgen Inc	19	$253.37	$408.01	$8K	3.4%	+61.0%
F	Ford Company	436	$18.35	$12.98	$6K	2.5%	-29.2%
XOM	Exxon Mobil Corp	19	$102.36	$161.18	$3K	1.4%	+57.5%
BX	Blackstone Inc	14	$113.86	$119.74	$2K	0.7%	+5.2%
CME	CME Group Inc	6	$206.52	$271.81	$2K	0.7%	+31.6%
BBY	Best Buy Co Inc	13	$74.23	$90.53	$1K	0.5%	+22.0%
ABT	Abbott Laboratories	3	$128.38	$103.13	$340	0.1%	-19.7%
CI	Cigna Corporation	0	$293.73	$268.69	$4	0.0%	-8.5%

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 →