Bill Cassidy Stock Portfolio

Simulatedⓘ

Republican · Senate · LA

Bill Cassidy'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

$219K

Unrealized P&L

$113K

+106.2%

Realized P&L

$82K

Open Positions

Performance vs S&P 500

+2.6%

SPY +3.7%

α -1.2%

+7.7%

SPY +4.6%

α +3.1%

+9.3%

SPY +11.4%

α -2.2%

+34.4%

SPY +22.3%

α +12.1%

+46.1%

SPY +72.3%

α -26.2%

+44.7%

SPY +74.9%

α -30.2%

All

+178.9%

SPY +272.6%

α -93.7%

Head-to-head with S&P 500

Live Holdings20 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AFL	Aflac Incorporated	430	$37.21	$124.84	$54K	24.5%	+235.5%
XOM	Exxon Mobil Corporation	205	$75.26	$152.35	$31K	14.2%	+102.4%
PSX	Phillips 66	129	$62.09	$203.39	$26K	11.9%	+227.6%
AAPL	Apple Inc. (NASDAQ)	65	$39.44	$313.23	$20K	9.2%	+694.2%
CVS	CVS Health Corporation	207	$65.54	$95.42	$20K	9.0%	+45.6%
JNJ	Johnson & Johnson	64	$134.24	$257.84	$16K	7.5%	+92.1%
GWW	W.W. Grainger, Inc.	10	$208.12	$1280.92	$13K	6.1%	+515.5%
MMM	3M Company	66	$120.44	$182.84	$12K	5.5%	+51.8%
ABT	Abbott Laboratories	47	$41.83	$107.72	$5K	2.3%	+157.5%
VFC	V.F. Corporation	307	$56.49	$14.92	$5K	2.1%	-73.6%
DIS	The Walt Disney Company	37	$111.09	$104.91	$4K	1.8%	-5.6%
NSC	Norfolk Southern Corporation	10	$83.25	$336.52	$3K	1.5%	+304.2%
DOW	Dow Inc.	99	$30.53	$29.43	$3K	1.3%	-3.6%
UPS	United Parcel Service, Inc.	24	$109.11	$104.91	$3K	1.2%	-3.9%
PLD	Prologis, Inc.	10	$93.74	$139.89	$1K	0.6%	+49.2%
PPG	PPG Industries, Inc.	9	$93.13	$119.74	$1K	0.5%	+28.6%
CAT	Caterpillar Inc. (NYSE)	1	$75.66	$842.48	$1K	0.5%	+1013.5%
JPM	JPMorgan Chase & Co.	1	$103.29	$357.85	$281	0.1%	+246.4%
T	AT&T, Inc.	11	$25.28	$23.82	$259	0.1%	-5.8%
FRT	Federal Realty Investment Trust	0	$133.15	$118.39	$46	0.0%	-11.1%

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 →