Pat Roberts Stock Portfolio

Simulatedⓘ

Republican · Senate · KS

Pat Roberts'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

$5.7M

Unrealized P&L

$4.0M

+229.3%

Realized P&L

$827K

Open Positions

Performance vs S&P 500

-11.2%

SPY -2.4%

α -8.9%

-10.6%

SPY -2.3%

α -8.3%

-10.0%

SPY +2.8%

α -12.8%

-2.8%

SPY +11.3%

α -14.0%

+114.6%

SPY +72.6%

α +42.0%

+126.8%

SPY +62.6%

α +64.2%

All

+770.9%

SPY +310.1%

α +460.8%

Head-to-head with S&P 500

Live Holdings33 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NVDA	NVIDIA Corporation	14,985	$12.71	$174.74	$2.6M	45.6%	+1275.2%
AAPL	Apple Inc. (NASDAQ)	2,846	$110.01	$355.29	$1.0M	17.6%	+223.0%
AMZN	Amazon.com Inc. (NASDAQ)	1,012	$109.23	$266.20	$269K	4.7%	+143.7%
MSFT	Microsoft Corporation	507	$188.65	$519.58	$264K	4.6%	+175.4%
NFLX	Netflix, Inc. (NASDAQ)	3,303	$46.42	$64.31	$212K	3.7%	+38.5%
COST	Costco Wholesale Corporation (NASDAQ)	174	$372.80	$1083.04	$189K	3.3%	+190.5%
NOC	Northrop Grumman Corporation	297	$328.06	$550.39	$164K	2.9%	+67.8%
V	Visa Inc.	374	$173.73	$425.03	$159K	2.8%	+144.7%
TSLA	Tesla, Inc.	324	$124.95	$390.41	$126K	2.2%	+212.4%
BA	The Boeing Company (NYSE)	638	$215.87	$174.28	$111K	1.9%	-19.3%
ETY	Eaton Vance Tax-Managed Diversi (NYSE)	7,925	$11.82	$13.78	$109K	1.9%	+16.6%
JPM	JPMorgan Chase & Co.	230	$109.04	$343.76	$79K	1.4%	+215.3%
GLD	SPDR Gold Shares	173	$188.18	$365.33	$63K	1.1%	+94.1%
XOM	Exxon Mobil Corporation (NYSE)	308	$52.02	$166.16	$51K	0.9%	+219.4%
BAC	Bank of America Corporation (NYSE)	891	$29.79	$50.74	$45K	0.8%	+70.3%
CVX	Chevron Corporation (NYSE)	170	$95.00	$212.49	$36K	0.6%	+123.7%
TJX	The TJX Companies, Inc.	246	$42.66	$136.62	$34K	0.6%	+220.2%
DIS	The Walt Disney Company	277	$115.51	$119.57	$33K	0.6%	+3.5%
BI BIDU	Baidu, Inc. (NASDAQ)	376	$218.58	$80.03	$30K	0.5%	-63.4%
GOLD	Barrick Gold Corporation	714	$11.21	$37.13	$26K	0.5%	+231.2%
HD	The Home Depot, Inc.	63	$127.37	$351.02	$22K	0.4%	+175.6%
DAL	Delta Air Lines, Inc.	211	$38.00	$91.43	$19K	0.3%	+140.6%
SPOT	Spotify Technology S.A.	29	$271.49	$604.68	$18K	0.3%	+122.7%
ZM	Zoom Video Communications, Inc.	162	$400.92	$97.89	$16K	0.3%	-75.6%
TW TWTR	Twitter, Inc. (NYSE)	265	$36.75	$49.89	$13K	0.2%	+35.8%
T	AT&T Inc.	291	$27.40	$22.18	$6K	0.1%	-19.0%
DVN	Devon Energy Corporation (NYSE)	102	$42.72	$44.74	$5K	0.1%	+4.7%
WMT	Walmart Inc.	21	$44.14	$125.31	$3K	0.0%	+183.9%
KTB	Kontoor Brands, Inc.	22	$34.78	$79.95	$2K	0.0%	+129.9%
EXPI	eXp World Holdings, Inc.	201	$39.85	$4.73	$949	0.0%	-88.1%
BBY	Best Buy Co., Inc.	5	$110.52	$105.41	$496	0.0%	-4.6%
PLUG	Plug Power Inc.	224	$35.69	$1.35	$302	0.0%	-96.2%
BYND	Beyond Meat, Inc.	12	$141.64	$5.92	$69	0.0%	-95.8%

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 →