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

$7.9M

Unrealized P&L

$5.4M

+214.3%

Realized P&L

-$1.2M

Open Positions

Performance vs S&P 500

+4.3%

SPY +9.1%

α -4.8%

+3.4%

SPY +6.3%

α -2.9%

+18.0%

SPY +8.2%

α +9.7%

+41.1%

SPY +30.5%

α +10.6%

+77.8%

SPY +79.5%

α -1.7%

+74.9%

SPY +76.5%

α -1.6%

All

+172.5%

SPY +118.1%

α +54.4%

Head-to-head with S&P 500

Live Holdings29 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
CVX	Chevron Corporation	6,766	$73.97	$181.15	$1.2M	15.4%	+144.9%
DD	DuPont de Nemours, Inc.	20,545	$17.88	$49.55	$1.0M	12.8%	+177.2%
EMR	Emerson Electric Co.	7,163	$45.94	$140.92	$1.0M	12.7%	+206.8%
WD WDC	Western Digital Corporation	2,057	$23.46	$474.96	$977K	12.3%	+1924.5%
CR	Crane Co.	3,044	$47.65	$180.36	$549K	6.9%	+278.5%
DAL	Delta Air Lines, Inc.	7,314	$22.25	$73.09	$535K	6.7%	+228.5%
AIZ	Assurant, Inc.	2,182	$92.05	$238.48	$520K	6.5%	+159.1%
AIG	American International Group, Inc.	5,503	$23.39	$76.71	$422K	5.3%	+228.0%
AFL	Aflac Incorporated	3,010	$35.71	$113.19	$341K	4.3%	+217.0%
PANW	Palo Alto Networks, Inc.	1,128	$28.80	$205.85	$232K	2.9%	+614.8%
PRU	Prudential Financial, Inc.	1,725	$52.06	$100.49	$173K	2.2%	+93.0%
ADM	Archer-Daniels-Midland Company	1,979	$33.66	$78.06	$154K	1.9%	+131.9%
TJX	The TJX Companies, Inc.	696	$46.68	$153.77	$107K	1.4%	+229.4%
CAH	Cardinal Health, Inc.	551	$44.71	$184.42	$102K	1.3%	+312.5%
TRV	The Travelers Companies, Inc.	327	$100.76	$298.65	$98K	1.2%	+196.4%
VMC	Vulcan Materials Company	301	$107.92	$284.20	$86K	1.1%	+163.3%
GS	The Goldman Sachs Group, Inc.	72	$166.02	$936.07	$68K	0.8%	+463.8%
LLY	Eli Lilly and Company	56	$141.88	$950.18	$54K	0.7%	+569.7%
MRK	Merck & Co., Inc.	434	$74.91	$111.39	$48K	0.6%	+48.7%
PG	The Procter & Gamble Company	288	$112.77	$146.73	$42K	0.5%	+30.1%
ETN	Eaton Corporation plc	105	$76.16	$402.13	$42K	0.5%	+428.0%
UL	The Unilever Group	571	$56.88	$58.40	$33K	0.4%	+2.7%
CTXS	Citrix Systems, Inc.	234	$122.03	$103.86	$24K	0.3%	-14.9%
CMCSA	Comcast Corporation	880	$36.94	$25.39	$22K	0.3%	-31.3%
PGR	The Progressive Corporation	106	$75.60	$193.00	$20K	0.3%	+155.3%
CME	CME Group Inc.	51	$155.22	$282.15	$14K	0.2%	+81.8%
KO	The Coca-Cola Company	172	$46.51	$78.43	$13K	0.2%	+68.6%
ABT	Abbott Laboratories	98	$81.93	$84.36	$8K	0.1%	+3.0%
BABA	Alibaba Group Holding Limited	40	$198.00	$140.17	$6K	0.1%	-29.2%

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 →