Michael C. Burgess Stock Portfolio

Simulatedⓘ

Republican · House · TX

Michael C. Burgess'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

$248K

Unrealized P&L

-$12K

-4.7%

Realized P&L

$55K

Open Positions

Performance vs S&P 500

+5.3%

SPY +3.7%

α +1.6%

-0.1%

SPY +4.6%

α -4.7%

+9.4%

SPY +11.4%

α -2.1%

+15.5%

SPY +22.3%

α -6.8%

+3.1%

SPY +72.3%

α -69.2%

-3.8%

SPY +71.9%

α -75.7%

All

-3.8%

SPY +71.9%

α -75.7%

Head-to-head with S&P 500

Live Holdings19 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AMZN	Amazon.com Inc	199	$128.36	$274.11	$55K	22.1%	+113.5%
PRU	Prudential Financial Inc	360	$90.22	$121.50	$44K	17.7%	+34.7%
CC CC	Chemours Company	1,816	$35.78	$15.84	$29K	11.6%	-55.7%
MSFT	Microsoft Corporation	53	$254.77	$501.42	$27K	10.8%	+96.8%
AA AAP	Advance Auto Parts Inc	234	$138.85	$57.99	$14K	5.5%	-58.2%
UPS	United Parcel Service Inc	126	$172.72	$104.91	$13K	5.3%	-39.3%
SYK	Stryker Corporation	30	$262.31	$339.21	$10K	4.2%	+29.3%
ST STLA	Stellantis NV	1,797	$18.09	$5.53	$10K	4.0%	-69.4%
RY	Royal Bank of Canada	46	$110.54	$211.00	$10K	3.9%	+90.9%
GOOGL	Alphabet Inc	23	$120.11	$354.73	$8K	3.3%	+195.3%
AMGN	Amgen Inc	19	$253.37	$411.21	$8K	3.1%	+62.3%
AMD	Advanced Micro Devices Inc	15	$110.47	$479.16	$7K	2.8%	+333.8%
F	Ford Company	436	$18.35	$14.02	$6K	2.5%	-23.6%
XOM	Exxon Mobil Corp	19	$102.36	$152.35	$3K	1.2%	+48.8%
BX	Blackstone Inc	14	$113.86	$136.88	$2K	0.8%	+20.2%
CME	CME Group Inc	6	$206.52	$263.94	$1K	0.6%	+27.8%
BBY	Best Buy Co Inc	13	$74.23	$81.92	$1K	0.4%	+10.4%
ABT	Abbott Laboratories	3	$128.38	$107.72	$355	0.1%	-16.1%
CI	Cigna Corporation	0	$293.73	$283.02	$4	0.0%	-3.6%

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 →