Katie Britt Stock Portfolio

Simulatedⓘ

Republican · Senate · AL

Katie Britt'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

$148K

Unrealized P&L

$43K

+41.4%

Realized P&L

$22K

Open Positions

Performance vs S&P 500

+9.1%

SPY +9.1%

α -0.1%

+6.6%

SPY +6.3%

α +0.3%

+9.0%

SPY +8.2%

α +0.7%

+48.7%

SPY +30.6%

α +18.1%

+51.6%

SPY +36.8%

α +14.8%

+51.6%

SPY +36.8%

α +14.8%

All

+51.6%

SPY +36.8%

α +14.8%

Head-to-head with S&P 500

Live Holdings11 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NVDA	NVIDIA Corporation	206	$109.44	$215.28	$44K	30.0%	+96.7%
EOG	EOG Resources Inc	149	$107.64	$130.26	$19K	13.1%	+21.0%
UPS	United Parcel Service Inc	167	$95.95	$100.65	$17K	11.3%	+4.9%
V	Visa Inc	48	$335.60	$318.87	$15K	10.3%	-5.0%
WMT	Walmart Inc	84	$94.73	$130.58	$11K	7.5%	+37.8%
GOOGL	Alphabet Inc	22	$159.07	$400.54	$9K	5.8%	+151.8%
MSFT	Microsoft Corp	21	$387.81	$414.28	$9K	5.8%	+6.8%
GOOG	Alphabet Cl C	21	$161.47	$397.12	$8K	5.6%	+145.9%
AMZN	Amazon.com Inc	22	$184.42	$273.04	$6K	4.0%	+48.0%
AAPL	Apple Inc	18	$212.50	$293.70	$5K	3.5%	+38.2%
JPM	JPMorgan Chase & Co	15	$234.72	$302.25	$5K	3.1%	+28.8%

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 →