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

$1.8M

Unrealized P&L

$911K

+103.3%

Realized P&L

$3K

Open Positions

Performance vs S&P 500

+10.3%

SPY +9.1%

α +1.2%

+7.0%

SPY +6.3%

α +0.7%

+4.0%

SPY +8.2%

α -4.2%

+22.4%

SPY +30.5%

α -8.1%

+71.6%

SPY +79.5%

α -7.9%

+59.2%

SPY +76.5%

α -17.3%

All

+134.0%

SPY +156.8%

α -22.7%

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	$117.49	$461K	25.7%	+163.2%
NU NULG	Nuveen ESG Large-Cap Growth ETF	3,843	$45.54	$108.67	$418K	23.3%	+138.6%
FDRR	Fidelity Dividend ETF for Rising Rates	4,875	$35.90	$64.25	$313K	17.5%	+79.0%
IG IGV	ISHARES Expanded Tech-Software Sector ETF	3,388	$51.66	$90.83	$308K	17.2%	+75.8%
SC SCHD	Schwab US Dividend Equity ETF	9,021	$19.40	$31.65	$286K	15.9%	+63.1%
BMY	Bristol-Myers Squibb Company	45	$67.43	$56.22	$3K	0.1%	-16.6%
JNJ	Johnson & Johnson	5	$134.83	$221.51	$1K	0.1%	+64.3%
GILD	gilead Sciences, Inc.	8	$62.63	$131.16	$1K	0.1%	+109.4%
BLK	BlackRock, Inc.	1	$529.14	$1083.61	$1K	0.1%	+104.8%
SEIC	SEI Investments Company	7	$65.26	$91.08	$641	0.0%	+39.6%
CL	Colgate-Palmolive Company	7	$70.80	$88.00	$576	0.0%	+24.3%
VTR	Ventas, Inc.	6	$59.47	$87.78	$554	0.0%	+47.6%
REGN	Regeneron Pharmaceuticals, Inc.	0	$390.75	$712.51	$306	0.0%	+82.3%
EIX	Edison International	4	$74.54	$69.14	$266	0.0%	-7.2%
GD	General Dynamics Corporation	1	$183.29	$347.04	$216	0.0%	+89.3%
IBM	International Business Machines Corporation	1	$142.42	$229.44	$180	0.0%	+61.1%
MTB	M&T Bank Corporation	0	$168.03	$212.87	$89	0.0%	+26.7%

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 →