Julia Letlow Stock Portfolio

Simulatedⓘ

Republican · House ·

Julia Letlow'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

$381K

Unrealized P&L

$93K

+32.3%

Realized P&L

-$12K

Open Positions

Performance vs S&P 500

+14.9%

SPY +9.1%

α +5.8%

+12.5%

SPY +6.3%

α +6.2%

+23.8%

SPY +8.2%

α +15.6%

+34.0%

SPY +30.5%

α +3.5%

+31.4%

SPY +27.6%

α +3.8%

+31.4%

SPY +27.6%

α +3.8%

All

+31.4%

SPY +27.6%

α +3.8%

Head-to-head with S&P 500

Live Holdings36 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AMD	Advanced Micro Devices Inc	95	$167.67	$450.44	$43K	11.3%	+168.7%
AAPL	Apple Inc	135	$240.72	$293.70	$40K	10.4%	+22.0%
INTC	Intel Corp	278	$28.76	$124.90	$35K	9.1%	+334.3%
CSCO	Cisco Systems Inc	222	$72.18	$96.66	$21K	5.6%	+33.9%
GOOGL	Alphabet Inc	45	$178.64	$400.54	$18K	4.7%	+124.2%
AZN	Astrazeneca PLC	88	$91.28	$182.78	$16K	4.2%	+100.2%
DY	Dycom Industries Inc	28	$281.14	$429.38	$12K	3.2%	+52.7%
IBM	International Business Machines Corp	53	$300.50	$229.44	$12K	3.2%	-23.6%
BA	Boeing Co	51	$208.25	$236.77	$12K	3.2%	+13.7%
AA	Alcoa Corp	191	$41.88	$63.13	$12K	3.2%	+50.7%
AMZN	Amazon.com Inc	43	$215.09	$273.04	$12K	3.1%	+26.9%
DVN	Devon Energy Corp	213	$37.57	$45.77	$10K	2.6%	+21.8%
CVX	Chevron Corp	53	$150.48	$181.15	$10K	2.5%	+20.4%
TSM	Taiwan Semiconductor Manufacturing Co Ltd	23	$341.36	$409.23	$10K	2.5%	+19.9%
KO	The Coca-Cola Co	118	$67.97	$78.43	$9K	2.4%	+15.4%
CMI	Cummins Inc	13	$605.63	$677.50	$9K	2.4%	+11.9%
AIZ	Assurant Inc	37	$214.24	$238.48	$9K	2.3%	+11.3%
DUK	Duke Energy Corp	66	$120.57	$124.37	$8K	2.2%	+3.1%
GTES	Gates Industrial Corp PLC	313	$25.57	$26.03	$8K	2.1%	+1.8%
TRV	The Travelers Companies Inc	26	$304.93	$298.65	$8K	2.1%	-2.1%
DLTR	Dollar Tree Inc	82	$97.78	$94.42	$8K	2.0%	-3.4%
PG	The Procter & Gamble Co	52	$153.19	$146.73	$8K	2.0%	-4.2%
META	Meta Platforms Inc	12	$649.81	$610.65	$8K	2.0%	-6.0%
PEP	PepsiCo Inc	48	$167.53	$155.13	$7K	1.9%	-7.4%
REGN	Regeneron Pharmaceuticals Inc	10	$783.65	$712.51	$7K	1.9%	-9.1%
DHR	Danaher Corp	41	$195.91	$171.48	$7K	1.8%	-12.5%
VST	Vistra Corp	46	$173.68	$147.53	$7K	1.8%	-15.1%
T	AT&T Inc	162	$21.83	$25.19	$4K	1.1%	+15.4%
GS	The Goldman Sachs Group Inc	4	$517.20	$936.07	$4K	1.1%	+81.0%
BAH	Booz Allen Hamilton Holding Corporation	49	$163.26	$76.63	$4K	1.0%	-53.1%
GL GLOB	Globant SA	32	$92.87	$39.27	$1K	0.3%	-57.7%
ABBV	AbbVie Inc	6	$192.34	$200.98	$1K	0.3%	+4.5%
AZPN	Aspen Technology Inc	3	$231.97	$264.33	$705	0.2%	+13.9%
DBX	Dropbox Inc	18	$25.79	$29.02	$522	0.1%	+12.5%
ABT	Abbott Laboratories	3	$117.01	$84.36	$239	0.1%	-27.9%
AIG	American International Group Inc	2	$78.57	$76.71	$149	0.0%	-2.4%

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 →