Susie Lee Stock Portfolio

Simulatedⓘ

Democratic · House · NV

Susie Lee'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

$2.5M

Unrealized P&L

$1.1M

+78.9%

Realized P&L

$103K

Open Positions

124

Performance vs S&P 500

-3.1%

SPY +0.6%

α -3.6%

-10.4%

SPY +4.6%

α -15.0%

+8.3%

SPY +21.1%

α -12.8%

+23.5%

SPY +15.8%

α +7.8%

+61.5%

SPY +80.3%

α -18.8%

+45.2%

SPY +73.4%

α -28.2%

All

+133.9%

SPY +172.9%

α -39.0%

Head-to-head with S&P 500

Live Holdings124 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
VRT	Vertiv Holdings, LLC Class A	2,022	$18.56	$249.19	$504K	20.0%	+1242.9%
WD WDC	Western Digital Corporation	453	$33.90	$472.79	$214K	8.5%	+1294.5%
LITE	Lumentum Holdings Inc.	191	$84.08	$934.39	$178K	7.1%	+1011.3%
AMP	ameriprise Financial, Inc.	195	$124.55	$501.92	$98K	3.9%	+303.0%
WCC	WESCO International, Inc.	242	$80.01	$367.42	$89K	3.5%	+359.2%
AEIS	Advanced Energy Industries Inc	220	$109.07	$279.44	$61K	2.4%	+156.2%
OKE	ONEOK, Inc.	514	$42.65	$90.62	$47K	1.9%	+112.5%
ALLY	ally Financial Inc.	1,151	$22.60	$38.59	$44K	1.8%	+70.7%
WS WSM	Williams-Sonoma Inc	190	$58.11	$228.81	$44K	1.7%	+293.8%
PF PFGC	Performance Food Group Company	455	$27.45	$91.42	$42K	1.6%	+233.0%
DLTR	Dollar Tree, Inc.	365	$87.77	$112.89	$41K	1.6%	+28.6%
CHX	ChampionX Corp	1,539	$17.96	$25.81	$40K	1.6%	+43.7%
BKR	Baker Hughes Company Class A	658	$24.31	$57.87	$38K	1.5%	+138.0%
GF GFL	GFL Environmental Inc. Subordinate voting shares, no par value	819	$21.73	$41.71	$34K	1.4%	+91.9%
TO TOL	Toll Brothers, Inc.	247	$38.28	$136.09	$34K	1.3%	+255.5%
USFD	US Foods Holding Corp.	337	$32.73	$94.60	$32K	1.3%	+189.0%
LDOS	Leidos Holdings, Inc.	253	$93.74	$124.79	$32K	1.3%	+33.1%
LPLA	LPL Financial Holdings Inc.	100	$115.03	$303.24	$30K	1.2%	+163.6%
NL NLOK	NortonLifeLock Inc.	1,321	$19.82	$22.16	$29K	1.2%	+11.8%
BLL	Ball Corporation	390	$81.97	$69.49	$27K	1.1%	-15.2%
MA MAT	Mattel, Inc.	1,984	$13.91	$13.11	$26K	1.0%	-5.8%
HH HHC	Howard Hughes Corporation	313	$79.73	$78.76	$25K	1.0%	-1.2%
WYNN	Wynn Resorts Limited	300	$82.75	$81.29	$24K	1.0%	-1.8%
IT	Gartner, Inc.	129	$154.86	$179.36	$23K	0.9%	+15.8%
TER	Teradyne Inc	60	$128.81	$387.26	$23K	0.9%	+200.7%
BR BRKS	Brooks Automation	195	$82.08	$113.10	$22K	0.9%	+37.8%
SCHW	Charles Schwab Corporation	217	$36.54	$99.72	$22K	0.9%	+172.9%
LW	Lamb Weston Holdings, Inc.	473	$71.42	$45.41	$21K	0.8%	-36.4%
DOV	Dover Corporation	113	$89.45	$189.29	$21K	0.8%	+111.6%
BLDR	Builders FirstSource, Inc.	349	$34.05	$59.63	$21K	0.8%	+75.1%
GDDY	GoDaddy Inc. Class A	215	$82.10	$96.37	$21K	0.8%	+17.4%
BLK	Black Knight Inc	18	$866.43	$1061.89	$20K	0.8%	+22.6%
ALGM	Allegro MicroSystems	528	$30.29	$35.31	$19K	0.7%	+16.6%
CNC	Centene Corporation	296	$61.77	$62.15	$18K	0.7%	+0.6%
AJG	arthur J. gallagher & Co.	75	$128.32	$229.34	$17K	0.7%	+78.7%
VNT	Vontier Corporation	527	$34.29	$31.29	$16K	0.7%	-8.8%
CDW	CDW Corporation	112	$124.22	$146.50	$16K	0.7%	+17.9%
PHM	Pultegroup, Inc.	138	$36.45	$119.31	$16K	0.7%	+227.3%
CDNS	Cadence Design Systems	52	$132.60	$310.06	$16K	0.6%	+133.8%
AQ AQUA	Evoqua Water Technologies Corp.	313	$33.86	$49.88	$16K	0.6%	+47.3%
VLO	Valero Energy Corporation	40	$70.18	$378.37	$15K	0.6%	+439.1%
ST STOR	STORE Capital Corporation	464	$26.25	$32.21	$15K	0.6%	+22.7%
SAIC	SCIENCE APPLICATIONS INTERNATIONAL CORPORATION	108	$84.85	$132.99	$14K	0.6%	+56.7%
HASI	Hannon Armstrong Sustainable Infrastructure Capital, Inc.	390	$41.04	$36.59	$14K	0.6%	-10.8%
LYV	Live Nation Entertainment Inc	82	$81.78	$169.97	$14K	0.6%	+107.8%
AVTR	avantor, Inc.	913	$17.52	$14.80	$14K	0.5%	-15.5%
CW CWK	Cushman & Wakefield plc Ordinary Shares	1,088	$17.77	$12.37	$13K	0.5%	-30.4%
WH WH	Wyndham Hotels & Resorts, Inc.	184	$51.53	$69.50	$13K	0.5%	+34.9%
AME	aMETEK, Inc.	51	$96.54	$246.90	$13K	0.5%	+155.8%
VICI	VICI Properties Inc	519	$31.70	$23.75	$12K	0.5%	-25.1%
DR DRE	Duke Realty Corporation	256	$37.87	$47.97	$12K	0.5%	+26.7%
AC ACM	aECoM	196	$43.08	$61.66	$12K	0.5%	+43.1%
FLT	FleetCor Technologies, Inc.	36	$262.59	$303.26	$11K	0.4%	+15.5%
SYY	Sysco Corporation	142	$55.84	$77.42	$11K	0.4%	+38.6%
AWK	american Water Works Company, Inc.	82	$120.31	$133.56	$11K	0.4%	+11.0%
CC CCC	Clarivate Plc Ordinary Shares	1,484	$10.78	$6.66	$10K	0.4%	-38.3%
HOLX	Hologic, Inc.	129	$72.16	$76.01	$10K	0.4%	+5.3%
KEYS	Keysight Technologies Inc.	28	$95.61	$352.38	$10K	0.4%	+268.6%
WDAY	Workday, Inc. - Class A	48	$165.55	$192.09	$9K	0.4%	+16.0%
SV SVC	Service Properties Trust - Shares of Beneficial Interest	1,385	$11.55	$6.54	$9K	0.4%	-43.4%
BRO	Brown & Brown, Inc.	143	$28.88	$61.95	$9K	0.3%	+114.5%
RL RLGY	Realogy Holdings Corp.	714	$15.34	$12.25	$9K	0.3%	-20.1%
BK BKI	Black Knight, Inc.	109	$74.09	$75.76	$8K	0.3%	+2.3%
WL WLK	Westlake Chemical Corporation	114	$81.57	$68.63	$8K	0.3%	-15.9%
O	Realty Income Corporation	128	$58.86	$55.66	$7K	0.3%	-5.4%
DG	Dollar General Corporation	57	$166.04	$120.68	$7K	0.3%	-27.3%
APTV	Aptiv PLC Ordinary Shares	152	$109.25	$45.15	$7K	0.3%	-58.7%
DI DIN	Dine Brands Global, Inc.	232	$69.04	$28.82	$7K	0.3%	-58.3%
LEA	Lear Corporation	54	$163.42	$122.22	$7K	0.3%	-25.2%
KMX	CarMax Inc	113	$92.52	$58.00	$7K	0.3%	-37.3%
RX RXT	Rackspace Technology, Inc.	1,507	$19.67	$4.08	$6K	0.2%	-79.2%
VV VVNT	Vivint Smart Homes Inc	495	$16.15	$12.00	$6K	0.2%	-25.7%
ACI	Albertsons Companies, Inc. Class A	498	$16.03	$11.79	$6K	0.2%	-26.5%
TFX	Teleflex Incorporated	48	$398.69	$121.50	$6K	0.2%	-69.5%
REZI	Resideo Technologies Inc	276	$31.01	$18.78	$5K	0.2%	-39.4%
AH AHCO	AdaptHealth Corp - Class A	900	$35.57	$5.70	$5K	0.2%	-84.0%
TAP	Molson Coors Beverage Company Class B	138	$60.38	$36.84	$5K	0.2%	-39.0%
PL PLNT	Planet Fitness, Inc.	122	$74.32	$41.36	$5K	0.2%	-44.4%
BFAM	Bright Horizons Family Solutions Inc.	73	$129.35	$66.43	$5K	0.2%	-48.6%
SHW	Sherwin-Williams Company	15	$183.23	$327.35	$5K	0.2%	+78.7%
SA SABR	Sabre Corporation	2,173	$13.96	$2.17	$5K	0.2%	-84.4%
SIRI	Sirius XM Holdings Inc.	162	$57.01	$26.41	$4K	0.2%	-53.7%
AM AMRC	Ameresco, Inc. Class A	182	$51.16	$22.84	$4K	0.2%	-55.4%
BR	Broadridge Financial Solutions, Inc.	24	$103.61	$163.59	$4K	0.1%	+57.9%
CO COLD	americold Realty Trust Common Shares	263	$34.77	$14.35	$4K	0.1%	-58.7%
CO COMM	CommScope Holding Company, Inc.	182	$21.46	$19.58	$4K	0.1%	-8.8%
GT GT	Goodyear Tire & Rubber	641	$11.66	$5.33	$3K	0.1%	-54.3%
WM	Waste Management, Inc.	16	$91.29	$208.07	$3K	0.1%	+127.9%
TW TWTR	Twitter, Inc.	63	$24.93	$49.89	$3K	0.1%	+100.1%
BA BALY	Ballys Corporation	260	$61.46	$11.96	$3K	0.1%	-80.5%
Z Z	Zillow Group - Class C	108	$148.40	$28.63	$3K	0.1%	-80.7%
UAA	Under Armour, Inc. Class A	668	$17.17	$4.55	$3K	0.1%	-73.5%
SCI	Service Corporation International	36	$54.18	$77.69	$3K	0.1%	+43.4%
PL PLT	Planet Fitness Inc	219	$36.45	$12.38	$3K	0.1%	-66.0%
CARR	Carrier Global Corporation	49	$47.88	$55.33	$3K	0.1%	+15.6%
DPZ	Domino's Pizza Inc	9	$339.00	$295.16	$3K	0.1%	-12.9%
FO FOUR	Shift4 Payments, Inc. Class A	67	$87.00	$38.69	$3K	0.1%	-55.5%
MKTX	MarketAxess Holdings	15	$536.55	$163.70	$2K	0.1%	-69.5%
CZR	Caesars Entertainment Inc	80	$96.77	$29.61	$2K	0.1%	-69.4%
HCA	HCA Healthcare, Inc.	5	$209.56	$437.04	$2K	0.1%	+108.5%
LH	Laboratory Corporation of America Holdings	7	$151.16	$304.57	$2K	0.1%	+101.5%
QSR	Restaurant Brands International Inc. Common Shares	29	$63.10	$71.91	$2K	0.1%	+14.0%
PII	Polaris Inc.	35	$94.54	$52.70	$2K	0.1%	-44.3%
AZO	AutoZone, Inc.	1	$1057.90	$2853.78	$2K	0.1%	+169.8%
FMC	FMC Corporation	162	$98.99	$9.99	$2K	0.1%	-89.9%
LKQ	LKQ Corporation	67	$48.95	$23.48	$2K	0.1%	-52.0%
MSCI	MSCI, Inc.	2	$437.58	$557.55	$1K	0.1%	+27.4%
EFX	Equifax, Inc.	7	$140.68	$155.33	$1K	0.0%	+10.4%
RHI	Robert Half International Inc.	27	$45.51	$37.55	$1K	0.0%	-17.5%
GO GO	Grocery Outlet Holding Corp.	69	$32.61	$11.19	$776	0.0%	-65.7%
TT TTEK	Tetra Tech, Inc.	19	$23.13	$34.80	$650	0.0%	+50.5%
GPC	Genuine Parts Company	5	$91.66	$129.14	$648	0.0%	+40.9%
BH BHC	Bausch Health Companies Inc.	114	$26.00	$5.67	$648	0.0%	-78.2%
RE REYN	Reynolds Consumer Products Inc.	13	$31.27	$21.99	$285	0.0%	-29.7%
EN ENR	Energizer Holdings, Inc.	11	$37.98	$22.08	$234	0.0%	-41.9%
TJX	TJX Companies, Inc.	2	$50.26	$131.44	$210	0.0%	+161.5%
W	Wayfair Inc Class A	1	$291.61	$99.70	$133	0.0%	-65.8%
PO POOL	Pool Corporation	1	$318.25	$166.62	$128	0.0%	-47.6%
CH CHGG	Chegg Inc	158	$101.37	$0.74	$116	0.0%	-99.3%
SY SYF	Synchrony Financial	1	$48.49	$70.55	$92	0.0%	+45.5%
WTRG	Essential Utilities, Inc.	2	$44.00	$40.34	$84	0.0%	-8.3%
CAG	Conagra Brands, Inc.	4	$32.87	$14.80	$59	0.0%	-55.0%
LE LESL	Leslies Inc	35	$491.10	$0.42	$14	0.0%	-99.9%
AV AVYA	Avaya Holdings Corp.	41	$17.65	$0.28	$11	0.0%	-98.4%

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 →