Kathy Manning Stock Portfolio

Simulatedⓘ

Democratic · House · NC

Kathy Manning'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

$1.6M

Unrealized P&L

$360K

+29.7%

Realized P&L

$28K

Open Positions

Performance vs S&P 500

+2.8%

SPY +9.1%

α -6.3%

+0.9%

SPY +6.3%

α -5.4%

+3.3%

SPY +8.2%

α -4.9%

+13.5%

SPY +30.5%

α -17.0%

+63.7%

SPY +79.4%

α -15.6%

+22.8%

SPY +76.3%

α -53.5%

All

+30.3%

SPY +95.8%

α -65.5%

Head-to-head with S&P 500

Live Holdings49 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NVDA	NVIDIA Corporation	718	$22.56	$215.28	$155K	9.8%	+854.2%
GRMN	Garmin Ltd. Common Stock	514	$161.49	$241.55	$124K	7.9%	+49.6%
MSFT	Microsoft Inc	246	$368.55	$414.28	$102K	6.5%	+12.4%
COST	Costco Wholesale Corp	83	$680.66	$1006.44	$84K	5.3%	+47.9%
CFG	Citizens Financial Group, Inc.	1,224	$33.08	$63.90	$78K	5.0%	+93.2%
LRCX	LAM Research Corporation	263	$69.27	$293.62	$77K	4.9%	+323.9%
PKG	Packaging Corporation of America	340	$145.90	$224.17	$76K	4.9%	+53.6%
MA	Mastercard Inc	110	$439.72	$497.12	$55K	3.5%	+13.1%
MRK	Merck & Co Inc	491	$114.99	$111.39	$55K	3.5%	-3.1%
MSCI	MSCI Inc	88	$550.43	$581.95	$51K	3.3%	+5.7%
ASML	ASML Holding NV - New York Registry Shares	28	$573.41	$1586.15	$44K	2.8%	+176.6%
NOW	ServiceNow Inc	447	$95.49	$90.88	$41K	2.6%	-4.8%
APD	Air Products and Chemicals, Inc.	137	$287.78	$296.15	$41K	2.6%	+2.9%
CRM	Salesforce, Inc.	178	$273.15	$181.48	$32K	2.0%	-33.6%
META	Meta Platforms Inc	48	$167.11	$610.65	$29K	1.9%	+265.4%
ISRG	Intuitive Surgical Inc	65	$246.28	$449.25	$29K	1.9%	+82.4%
AMGN	Amgen Inc.	86	$282.09	$330.65	$28K	1.8%	+17.2%
MDT	Medtronic PLC	366	$86.34	$76.17	$28K	1.8%	-11.8%
CNC	Centene Corporation	492	$65.01	$56.27	$28K	1.8%	-13.4%
WMT	Walmart Inc.	201	$52.77	$130.58	$26K	1.7%	+147.5%
NFLX	Netflix Inc	288	$55.57	$87.47	$25K	1.6%	+57.4%
HD	Home Depot, Inc.	79	$304.79	$318.72	$25K	1.6%	+4.6%
TJX	TJX Companies Inc	157	$102.07	$153.77	$24K	1.5%	+50.6%
EX EXPD	Expeditors International of Washington, Inc.	152	$105.37	$156.68	$24K	1.5%	+48.7%
PG	Procter & Gamble Company	162	$153.35	$146.73	$24K	1.5%	-4.3%
SYY	Sysco Corporation	325	$73.82	$72.70	$24K	1.5%	-1.5%
JNJ	Johnson & Johnson	105	$152.61	$221.51	$23K	1.5%	+45.1%
CME	CME Group Inc. - Class A	73	$212.16	$282.15	$21K	1.3%	+33.0%
ABBV	AbbVie Inc	96	$166.73	$200.98	$19K	1.2%	+20.5%
AMZN	Amazon.com Inc	68	$136.69	$273.04	$18K	1.2%	+99.8%
MTCH	Match Group Inc	473	$153.29	$36.97	$17K	1.1%	-75.9%
XOM	Exxon Mobil Corp	90	$88.45	$144.25	$13K	0.8%	+63.1%
BRK.B	Berkshire Hathaway Inc. New	27	$292.91	$476.82	$13K	0.8%	+62.8%
QCOM	QUALCOMM Incorporated	56	$175.93	$218.27	$12K	0.8%	+24.1%
BAC	Bank of America Corp	236	$33.96	$51.34	$12K	0.8%	+51.2%
T	AT&T Inc	460	$17.38	$25.19	$12K	0.7%	+44.9%
AAPL	Apple Inc.	36	$220.27	$293.70	$11K	0.7%	+33.3%
V	Visa Inc	30	$268.23	$318.87	$10K	0.6%	+18.9%
CVX	Chevron Corp	52	$153.64	$181.15	$9K	0.6%	+17.9%
ADBE	Adobe Inc	36	$446.74	$252.71	$9K	0.6%	-43.4%
ILMN	Illumina Inc	58	$414.12	$141.77	$8K	0.5%	-65.8%
PEP	PepsiCo Inc	45	$175.87	$155.13	$7K	0.5%	-11.8%
ABT	Abbott Laboratories	80	$103.40	$84.36	$7K	0.4%	-18.4%
UNH	Unitedhealth Group Inc	15	$535.06	$378.22	$6K	0.4%	-29.3%
SNAP	Snap Inc - Class A	778	$51.39	$6.00	$5K	0.3%	-88.3%
CB	Chubb Limited	13	$240.35	$319.67	$4K	0.3%	+33.0%
CHTR	Charter Communications Inc	20	$406.45	$155.41	$3K	0.2%	-61.8%
LMT	Lockheed Martin Corporation	5	$439.67	$508.11	$3K	0.2%	+15.6%
TSLA	Tesla Inc	1	$288.17	$424.98	$629	0.0%	+47.5%

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 →