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

$1.9M

Unrealized P&L

$1.0M

+119.0%

Realized P&L

$3K

Open Positions

Performance vs S&P 500

+0.7%

SPY +0.6%

α +0.2%

+8.0%

SPY +4.6%

α +3.5%

+25.9%

SPY +21.1%

α +4.8%

+12.0%

SPY +15.8%

α -3.8%

+74.8%

SPY +80.3%

α -5.5%

+54.0%

SPY +73.0%

α -19.0%

All

+151.8%

SPY +167.3%

α -15.5%

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	$123.04	$482K	25.0%	+175.6%
NU NULG	Nuveen ESG Large-Cap Growth ETF	3,843	$45.54	$113.82	$437K	22.6%	+149.9%
IG IGV	ISHARES Expanded Tech-Software Sector ETF	3,388	$51.66	$108.08	$366K	19.0%	+109.2%
FDRR	Fidelity Dividend ETF for Rising Rates	4,875	$35.90	$68.78	$335K	17.4%	+91.6%
SC SCHD	Schwab US Dividend Equity ETF	9,021	$19.40	$33.31	$300K	15.6%	+71.7%
BMY	Bristol-Myers Squibb Company	45	$67.43	$61.33	$3K	0.1%	-9.1%
JNJ	Johnson & Johnson	5	$134.83	$268.61	$1K	0.1%	+99.2%
GILD	gilead Sciences, Inc.	8	$62.63	$150.25	$1K	0.1%	+139.9%
BLK	BlackRock, Inc.	1	$529.14	$1061.89	$1K	0.1%	+100.7%
SEIC	SEI Investments Company	7	$65.26	$104.91	$739	0.0%	+60.8%
CL	Colgate-Palmolive Company	7	$70.80	$85.83	$562	0.0%	+21.2%
VTR	Ventas, Inc.	6	$59.47	$86.36	$545	0.0%	+45.2%
REGN	Regeneron Pharmaceuticals, Inc.	0	$390.75	$802.26	$345	0.0%	+105.3%
GD	General Dynamics Corporation	1	$183.29	$343.76	$214	0.0%	+87.5%
EIX	Edison International	4	$74.54	$53.64	$206	0.0%	-28.0%
IBM	International Business Machines Corporation	1	$142.42	$233.20	$183	0.0%	+63.7%
MTB	M&T Bank Corporation	0	$168.03	$220.38	$92	0.0%	+31.2%

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 →