Mikie Sherrill Stock Portfolio

Simulatedⓘ

Democratic · House · NJ

Mikie Sherrill'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

$1.8M

Unrealized P&L

$933K

+105.8%

Realized P&L

$3K

Open Positions

Performance vs S&P 500

-1.3%

SPY -0.8%

α -0.5%

+14.7%

SPY +14.0%

α +0.7%

+5.1%

SPY +7.8%

α -2.7%

+16.0%

SPY +24.0%

α -8.0%

+63.4%

SPY +71.8%

α -8.5%

+54.4%

SPY +76.2%

α -21.7%

All

+137.1%

SPY +159.1%

α -22.0%

Head-to-head with S&P 500

Live Holdings17 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
SPYG	SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF	3,920	$44.64	$118.27	$464K	25.5%	+164.9%
NU NULG	Nuveen ESG Large-Cap Growth ETF	3,843	$45.54	$115.28	$443K	24.4%	+153.1%
FDRR	Fidelity Dividend ETF for Rising Rates	4,875	$35.90	$65.08	$317K	17.5%	+81.3%
IG IGV	ISHARES Expanded Tech-Software Sector ETF	3,388	$51.66	$87.20	$295K	16.3%	+68.8%
SC SCHD	Schwab US Dividend Equity ETF	9,021	$19.40	$31.87	$288K	15.8%	+64.3%
BMY	Bristol-Myers Squibb Company	45	$67.43	$54.55	$2K	0.1%	-19.1%
JNJ	Johnson & Johnson	5	$134.83	$230.69	$1K	0.1%	+71.1%
BLK	BlackRock, Inc.	1	$529.14	$1049.83	$1K	0.1%	+98.4%
GILD	gilead Sciences, Inc.	8	$62.63	$124.56	$1K	0.1%	+98.9%
SEIC	SEI Investments Company	7	$65.26	$90.36	$636	0.0%	+38.5%
CL	Colgate-Palmolive Company	7	$70.80	$89.38	$585	0.0%	+26.2%
VTR	Ventas, Inc.	6	$59.47	$82.86	$523	0.0%	+39.3%
EIX	Edison International	4	$74.54	$71.75	$276	0.0%	-3.7%
REGN	Regeneron Pharmaceuticals, Inc.	0	$390.75	$611.16	$263	0.0%	+56.4%
GD	General Dynamics Corporation	1	$183.29	$344.39	$215	0.0%	+87.9%
IBM	International Business Machines Corporation	1	$142.42	$248.02	$194	0.0%	+74.2%
MTB	M&T Bank Corporation	0	$168.03	$227.60	$95	0.0%	+35.5%

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 →