Mikie Sherrill Stock Portfolio

Simulatedⓘ

Democratic · House · NJ

Mikie Sherrill'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

$1.9M

Unrealized P&L

$1.0M

+119.0%

Realized P&L

$3K

Open Positions

Performance vs S&P 500

+5.3%

SPY +3.7%

α +1.5%

+7.7%

SPY +4.6%

α +3.1%

+15.3%

SPY +11.4%

α +3.9%

+17.2%

SPY +22.3%

α -5.1%

+68.1%

SPY +72.3%

α -4.3%

+55.8%

SPY +74.9%

α -19.1%

All

+152.3%

SPY +169.2%

α -16.9%

Head-to-head with S&P 500

Live Holdings17 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
SPYG	SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF	3,920	$44.64	$122.87	$482K	24.9%	+175.3%
NU NULG	Nuveen ESG Large-Cap Growth ETF	3,843	$45.54	$116.53	$448K	23.2%	+155.9%
IG IGV	ISHARES Expanded Tech-Software Sector ETF	3,388	$51.66	$102.49	$347K	18.0%	+98.4%
FDRR	Fidelity Dividend ETF for Rising Rates	4,875	$35.90	$69.64	$339K	17.6%	+94.0%
SC SCHD	Schwab US Dividend Equity ETF	9,021	$19.40	$33.87	$306K	15.8%	+74.6%
BMY	Bristol-Myers Squibb Company	45	$67.43	$64.64	$3K	0.1%	-4.1%
JNJ	Johnson & Johnson	5	$134.83	$257.84	$1K	0.1%	+91.2%
BLK	BlackRock, Inc.	1	$529.14	$1137.99	$1K	0.1%	+115.1%
GILD	gilead Sciences, Inc.	8	$62.63	$134.04	$1K	0.1%	+114.0%
SEIC	SEI Investments Company	7	$65.26	$104.59	$737	0.0%	+60.3%
CL	Colgate-Palmolive Company	7	$70.80	$93.22	$611	0.0%	+31.7%
VTR	Ventas, Inc.	6	$59.47	$92.92	$586	0.0%	+56.3%
REGN	Regeneron Pharmaceuticals, Inc.	0	$390.75	$785.89	$338	0.0%	+101.1%
EIX	Edison International	4	$74.54	$68.56	$264	0.0%	-8.0%
GD	General Dynamics Corporation	1	$183.29	$390.97	$244	0.0%	+113.3%
IBM	International Business Machines Corporation	1	$142.42	$236.93	$186	0.0%	+66.4%
MTB	M&T Bank Corporation	0	$168.03	$250.23	$105	0.0%	+48.9%

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 →