Katherine M. Clark Stock Portfolio

Simulatedⓘ

Democratic · House · MA

Katherine M. Clark'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

$91K

Unrealized P&L

$32K

+55.3%

Realized P&L

$28K

Open Positions

Performance vs S&P 500

+1.0%

SPY +9.1%

α -8.2%

-4.0%

SPY +6.3%

α -10.3%

-4.6%

SPY +8.2%

α -12.8%

-5.2%

SPY +30.5%

α -35.8%

-1.7%

SPY +79.5%

α -81.2%

-4.2%

SPY +77.0%

α -81.2%

All

+8.4%

SPY +151.3%

α -142.9%

Head-to-head with S&P 500

Live Holdings30 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
MOS	Mosaic Company	720	$9.94	$22.61	$16K	17.9%	+127.5%
ABB	ABB Ltd	382	$26.90	$37.13	$14K	15.6%	+38.0%
ORCL	Oracle Corporation	50	$56.66	$195.86	$10K	10.7%	+245.7%
T	aT&T Inc.	350	$22.85	$25.19	$9K	9.7%	+10.2%
AMT	American Tower Corporation	47	$169.44	$177.34	$8K	9.2%	+4.7%
INTC	Intel Corporation	29	$45.68	$124.90	$4K	4.0%	+173.4%
LGND	Ligand Pharmaceuticals	15	$73.23	$220.96	$3K	3.6%	+201.7%
BLK	BlackRock, Inc.	3	$668.19	$1083.61	$3K	3.5%	+62.2%
NVO	Novo Nordisk A/S	67	$35.78	$46.10	$3K	3.4%	+28.8%
GSK	GlaxoSmithKline PLC	53	$36.80	$50.38	$3K	2.9%	+36.9%
XYL	Xylem Inc. Common Stock New	21	$90.82	$113.70	$2K	2.6%	+25.2%
SAP	SAP SE ADS	14	$115.68	$173.15	$2K	2.6%	+49.7%
SPGI	S&P Global Inc.	5	$355.99	$418.81	$2K	2.2%	+17.6%
UBS	UBS Group AG Registered Ordinary Shares	43	$16.21	$45.17	$2K	2.1%	+178.7%
MDT	Medtronic plc. Ordinary Shares	16	$86.47	$76.17	$1K	1.3%	-11.9%
MA	Mastercard Incorporated	2	$316.53	$497.12	$1K	1.2%	+57.0%
HOLX	Hologic, Inc.	13	$67.97	$76.01	$1K	1.1%	+11.8%
PEP	Pepsico, Inc.	7	$138.05	$155.13	$1K	1.1%	+12.4%
SONY	Sony Group Corporation ADR Shares	41	$20.14	$20.16	$827	0.9%	+0.1%
MSFT	Microsoft Corporation	2	$286.54	$414.28	$707	0.8%	+44.6%
BMY	Bristol-Myers Squibb Company	12	$55.53	$56.22	$697	0.8%	+1.2%
CSCO	Cisco Systems Inc	6	$55.28	$96.66	$626	0.7%	+74.9%
COST	Costco Wholesale Corporation	1	$375.75	$1006.44	$527	0.6%	+167.8%
UNP	Union Pacific Corporation	1	$187.14	$264.19	$289	0.3%	+41.2%
ELAN	Elanco Animal Health Incorporated	11	$31.18	$23.27	$256	0.3%	-25.4%
HD	Home depot, Inc.	1	$327.26	$318.72	$211	0.2%	-2.6%
NGG	National Grid Transco, PLC	2	$61.16	$87.15	$190	0.2%	+42.5%
LHX	L3Harris Technologies, Inc.	1	$178.50	$300.06	$188	0.2%	+68.1%
OR ORAN	Orange	11	$11.29	$11.15	$123	0.1%	-1.2%
AY	Atlantica Sustainable Infrastructure plc - Ordinary Shares	5	$36.32	$21.99	$106	0.1%	-39.5%

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 →