Jonathan Jackson Stock Portfolio

Simulatedⓘ

Democratic · House · IL

Jonathan Jackson'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

$1.7M

Unrealized P&L

$616K

+58.4%

Realized P&L

-$93K

Open Positions

Performance vs S&P 500

+3.4%

SPY +9.1%

α -5.7%

+3.1%

SPY +6.3%

α -3.2%

+1.4%

SPY +8.2%

α -6.8%

+21.5%

SPY +30.5%

α -9.0%

+68.9%

SPY +79.1%

α -10.2%

+58.1%

SPY +89.2%

α -31.1%

All

+58.1%

SPY +89.2%

α -31.1%

Head-to-head with S&P 500

Live Holdings39 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NVDA	NVIDIA Corporation	1,228	$26.46	$215.28	$264K	15.8%	+713.5%
C	Citigroup Inc	1,065	$115.95	$126.09	$134K	8.0%	+8.8%
CAH	Cardinal Health Inc	709	$105.79	$184.42	$131K	7.8%	+74.3%
MAR	Marriott International Inc	344	$189.19	$353.42	$121K	7.3%	+86.8%
VSAT	ViaSat Inc	1,696	$44.23	$70.27	$119K	7.1%	+58.9%
PH	Parker-Hannifin Corporation	105	$309.52	$875.64	$92K	5.5%	+182.9%
BK	The Bank of New York Mellon Corp	699	$118.80	$130.77	$91K	5.5%	+10.1%
WMT	Walmart Inc	623	$120.36	$130.58	$81K	4.9%	+8.5%
AMAT	Applied Materials Inc	184	$200.56	$433.37	$80K	4.8%	+116.1%
JPM	JP Morgan Chase & Co. Common Stock	195	$207.96	$302.25	$59K	3.5%	+45.3%
AME	AMETEK Inc	227	$143.05	$232.75	$53K	3.2%	+62.7%
V	Visa Inc	147	$221.09	$318.87	$47K	2.8%	+44.2%
GEV	GE VERNOVA INC	45	$726.37	$1039.58	$47K	2.8%	+43.1%
SPG	Simon Property Group Inc	194	$167.36	$202.84	$39K	2.4%	+21.2%
BP	BP PLC	887	$45.64	$43.27	$38K	2.3%	-5.2%
EME	EMCOR Group Inc	36	$224.72	$924.56	$33K	2.0%	+311.4%
THC	Tenet Healthcare Corp	172	$197.01	$189.91	$33K	1.9%	-3.6%
MCK	McKesson Corp	38	$664.02	$735.14	$28K	1.7%	+10.7%
CP CPNG	Coupang, Inc. Class A Common Stock	1,554	$20.91	$17.17	$27K	1.6%	-17.9%
GOOGL	Alphabet Inc	45	$122.50	$400.54	$18K	1.1%	+227.0%
HOOD	Robinhood Markets Inc	209	$127.08	$76.56	$16K	1.0%	-39.8%
META	Meta Platforms Inc	25	$557.90	$610.65	$15K	0.9%	+9.4%
AMZN	Amazon.com Inc	53	$208.88	$273.04	$15K	0.9%	+30.7%
MELI	MercadoLibre Inc	9	$1299.83	$1633.61	$14K	0.8%	+25.7%
IBM	International Business Machines Corp	59	$265.20	$229.44	$13K	0.8%	-13.5%
STT	State Street Corporation	67	$119.43	$149.85	$10K	0.6%	+25.5%
WMB	The Williams Cos Inc	131	$61.09	$72.17	$9K	0.6%	+18.1%
GS	The Goldman Sachs Group Inc	10	$580.10	$936.07	$9K	0.6%	+61.4%
SHOP	Shopify Inc	81	$158.41	$109.59	$9K	0.5%	-30.8%
CHD	Church & Dwight Co Inc	92	$102.86	$93.62	$9K	0.5%	-9.0%
PANW	Palo Alto Networks Inc	22	$183.68	$205.85	$5K	0.3%	+12.1%
KKR	KKR & Co Inc	40	$121.97	$102.46	$4K	0.2%	-16.0%
CRM	salesforce.com Inc	16	$293.77	$181.48	$3K	0.2%	-38.2%
AES	The AES Corporation Common Stock	119	$17.68	$14.32	$2K	0.1%	-19.0%
ORLY	O'Reilly Automotive Inc	15	$84.59	$93.31	$1K	0.1%	+10.3%
LIN	Linde PLC	2	$390.67	$493.79	$1K	0.1%	+26.4%
NFLX	Netflix Inc	5	$96.16	$87.47	$441	0.0%	-9.1%
REGN	Regeneron Pharmaceuticals Inc	0	$929.13	$712.51	$322	0.0%	-23.3%
W	Wayfair Inc	2	$64.70	$66.06	$146	0.0%	+2.1%

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 →