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

$6.4M

Unrealized P&L

$4.6M

+266.5%

Realized P&L

$827K

Open Positions

Performance vs S&P 500

+3.9%

SPY +0.6%

α +3.3%

+12.9%

SPY +4.6%

α +8.3%

+22.2%

SPY +21.1%

α +1.1%

+13.8%

SPY +15.8%

α -2.0%

+159.5%

SPY +80.3%

α +79.3%

+179.0%

SPY +73.0%

α +106.0%

All

+872.1%

SPY +314.4%

α +557.7%

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	$225.28	$3.4M	52.9%	+1672.9%
AAPL	Apple Inc. (NASDAQ)	2,846	$110.01	$336.40	$958K	15.0%	+205.8%
MSFT	Microsoft Corporation	507	$188.65	$499.77	$254K	4.0%	+164.9%
AMZN	Amazon.com Inc. (NASDAQ)	1,012	$109.23	$249.47	$252K	4.0%	+128.4%
NFLX	Netflix, Inc. (NASDAQ)	3,303	$46.42	$71.45	$236K	3.7%	+53.9%
COST	Costco Wholesale Corporation (NASDAQ)	174	$372.80	$904.59	$158K	2.5%	+142.7%
NOC	Northrop Grumman Corporation	297	$328.06	$513.00	$152K	2.4%	+56.4%
V	Visa Inc.	374	$173.73	$361.19	$135K	2.1%	+107.9%
BA	The Boeing Company (NYSE)	638	$215.87	$199.56	$127K	2.0%	-7.5%
TSLA	Tesla, Inc.	324	$124.95	$379.43	$123K	1.9%	+203.7%
ETY	Eaton Vance Tax-Managed Diversi (NYSE)	7,925	$11.82	$14.07	$112K	1.8%	+19.0%
JPM	JPMorgan Chase & Co.	230	$109.04	$337.75	$78K	1.2%	+209.8%
GLD	SPDR Gold Shares	173	$188.18	$392.63	$68K	1.1%	+108.7%
BAC	Bank of America Corporation (NYSE)	891	$29.79	$55.93	$50K	0.8%	+87.8%
XOM	Exxon Mobil Corporation (NYSE)	308	$52.02	$161.18	$50K	0.8%	+209.9%
CVX	Chevron Corporation (NYSE)	170	$95.00	$205.31	$35K	0.6%	+116.1%
BI BIDU	Baidu, Inc. (NASDAQ)	376	$218.58	$89.53	$34K	0.5%	-59.0%
TJX	The TJX Companies, Inc.	246	$42.66	$131.44	$32K	0.5%	+208.1%
GOLD	Barrick Gold Corporation	714	$11.21	$43.45	$31K	0.5%	+287.6%
DIS	The Walt Disney Company	277	$115.51	$103.23	$29K	0.5%	-10.6%
HD	The Home Depot, Inc.	63	$127.37	$297.56	$19K	0.3%	+133.6%
DAL	Delta Air Lines, Inc.	211	$38.00	$81.64	$17K	0.3%	+114.8%
SPOT	Spotify Technology S.A.	29	$271.49	$512.62	$15K	0.2%	+88.8%
ZM	Zoom Video Communications, Inc.	162	$400.92	$91.94	$15K	0.2%	-77.1%
TW TWTR	Twitter, Inc. (NYSE)	265	$36.75	$49.89	$13K	0.2%	+35.8%
T	AT&T Inc.	291	$27.40	$25.36	$7K	0.1%	-7.5%
DVN	Devon Energy Corporation (NYSE)	102	$42.72	$48.12	$5K	0.1%	+12.6%
WMT	Walmart Inc.	21	$44.14	$110.39	$2K	0.0%	+150.1%
KTB	Kontoor Brands, Inc.	22	$34.78	$65.89	$1K	0.0%	+89.4%
EXPI	eXp World Holdings, Inc.	201	$39.85	$4.73	$949	0.0%	-88.1%
PLUG	Plug Power Inc.	224	$35.69	$2.04	$456	0.0%	-94.3%
BBY	Best Buy Co., Inc.	5	$110.52	$90.53	$426	0.0%	-18.1%
BYND	Beyond Meat, Inc.	12	$141.64	$9.99	$116	0.0%	-93.0%

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 →