Kelly Loeffler Stock Portfolio

Simulatedⓘ

Republican · Senate · GA

Kelly Loeffler'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

$8.9M

Unrealized P&L

$6.4M

+251.5%

Realized P&L

-$1.2M

Open Positions

Performance vs S&P 500

+7.7%

SPY -0.8%

α +8.5%

+20.6%

SPY +14.0%

α +6.6%

+27.5%

SPY +7.8%

α +19.7%

+48.5%

SPY +24.0%

α +24.4%

+93.5%

SPY +71.8%

α +21.6%

+102.4%

SPY +76.2%

α +26.2%

All

+204.0%

SPY +120.1%

α +83.8%

Head-to-head with S&P 500

Live Holdings29 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
WD WDC	Western Digital Corporation	2,057	$23.46	$733.36	$1.5M	17.0%	+3026.0%
CVX	Chevron Corporation	6,766	$73.97	$174.97	$1.2M	13.3%	+136.5%
EMR	Emerson Electric Co.	7,163	$45.94	$149.46	$1.1M	12.1%	+225.3%
DD	DuPont de Nemours, Inc.	20,545	$17.88	$48.02	$987K	11.1%	+168.6%
CR	Crane Co.	3,044	$47.65	$215.28	$655K	7.4%	+351.8%
DAL	Delta Air Lines, Inc.	7,314	$22.25	$85.98	$629K	7.1%	+286.4%
AIZ	Assurant, Inc.	2,182	$92.05	$262.15	$572K	6.4%	+184.8%
AIG	American International Group, Inc.	5,503	$23.39	$76.64	$422K	4.8%	+227.7%
AFL	Aflac Incorporated	3,010	$35.71	$116.39	$350K	3.9%	+225.9%
PANW	Palo Alto Networks, Inc.	1,128	$28.80	$286.77	$324K	3.6%	+895.7%
PRU	Prudential Financial, Inc.	1,725	$52.06	$107.87	$186K	2.1%	+107.2%
ADM	Archer-Daniels-Midland Company	1,979	$33.66	$76.25	$151K	1.7%	+126.5%
CAH	Cardinal Health, Inc.	551	$44.71	$222.52	$123K	1.4%	+397.7%
TJX	The TJX Companies, Inc.	696	$46.68	$164.27	$114K	1.3%	+251.9%
TRV	The Travelers Companies, Inc.	327	$100.76	$311.52	$102K	1.1%	+209.2%
VMC	Vulcan Materials Company	301	$107.92	$302.49	$91K	1.0%	+180.3%
GS	The Goldman Sachs Group, Inc.	72	$166.02	$1099.56	$79K	0.9%	+562.3%
LLY	Eli Lilly and Company	56	$141.88	$1103.95	$62K	0.7%	+678.1%
MRK	Merck & Co., Inc.	434	$74.91	$115.34	$50K	0.6%	+54.0%
ETN	Eaton Corporation plc	105	$76.16	$434.32	$46K	0.5%	+470.3%
PG	The Procter & Gamble Company	288	$112.77	$147.90	$43K	0.5%	+31.1%
UL	The Unilever Group	571	$56.88	$57.85	$33K	0.4%	+1.7%
CTXS	Citrix Systems, Inc.	234	$122.03	$103.86	$24K	0.3%	-14.9%
PGR	The Progressive Corporation	106	$75.60	$207.63	$22K	0.3%	+174.6%
CMCSA	Comcast Corporation	880	$36.94	$22.40	$20K	0.2%	-39.4%
KO	The Coca-Cola Company	172	$46.51	$79.92	$14K	0.1%	+71.8%
CME	CME Group Inc.	51	$155.22	$245.58	$12K	0.1%	+58.2%
ABT	Abbott Laboratories	98	$81.93	$88.15	$9K	0.1%	+7.6%
BABA	Alibaba Group Holding Limited	40	$198.00	$104.84	$4K	0.1%	-47.0%

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 →