Pat Roberts Stock Portfolio

Simulatedⓘ

Republican · Senate · KS

Pat Roberts'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

$6.0M

Unrealized P&L

$4.2M

+241.7%

Realized P&L

$827K

Open Positions

Performance vs S&P 500

-4.4%

SPY -0.8%

α -3.6%

+10.8%

SPY +14.0%

α -3.2%

+3.3%

SPY +7.8%

α -4.5%

+23.1%

SPY +24.0%

α -0.9%

+133.4%

SPY +71.8%

α +61.6%

+174.0%

SPY +76.2%

α +97.9%

All

+806.9%

SPY +301.8%

α +505.1%

Head-to-head with S&P 500

Live Holdings33 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NVDA	NVIDIA Corporation	14,985	$12.71	$207.84	$3.1M	52.3%	+1535.7%
AAPL	Apple Inc. (NASDAQ)	2,846	$110.01	$297.28	$846K	14.2%	+170.2%
NFLX	Netflix, Inc. (NASDAQ)	3,303	$46.42	$72.97	$241K	4.0%	+57.2%
AMZN	Amazon.com Inc. (NASDAQ)	1,012	$109.23	$233.41	$236K	4.0%	+113.7%
MSFT	Microsoft Corporation	507	$188.65	$369.09	$187K	3.1%	+95.7%
COST	Costco Wholesale Corporation (NASDAQ)	174	$372.80	$949.01	$165K	2.8%	+154.6%
NOC	Northrop Grumman Corporation	297	$328.06	$507.63	$151K	2.5%	+54.7%
BA	The Boeing Company (NYSE)	638	$215.87	$221.38	$141K	2.4%	+2.5%
TSLA	Tesla, Inc.	324	$124.95	$405.41	$131K	2.2%	+224.4%
V	Visa Inc.	374	$173.73	$326.77	$122K	2.0%	+88.1%
ETY	Eaton Vance Tax-Managed Diversi (NYSE)	7,925	$11.82	$14.39	$114K	1.9%	+21.8%
JPM	JPMorgan Chase & Co.	230	$109.04	$331.58	$76K	1.3%	+204.1%
GLD	SPDR Gold Shares	173	$188.18	$383.99	$66K	1.1%	+104.0%
BAC	Bank of America Corporation (NYSE)	891	$29.79	$57.23	$51K	0.9%	+92.1%
XOM	Exxon Mobil Corporation (NYSE)	308	$52.02	$138.44	$43K	0.7%	+166.1%
BI BIDU	Baidu, Inc. (NASDAQ)	376	$218.58	$111.90	$42K	0.7%	-48.8%
TJX	The TJX Companies, Inc.	246	$42.66	$164.27	$40K	0.7%	+285.0%
GOLD	Barrick Gold Corporation	714	$11.21	$41.84	$30K	0.5%	+273.2%
CVX	Chevron Corporation (NYSE)	170	$95.00	$174.97	$30K	0.5%	+84.2%
DIS	The Walt Disney Company	277	$115.51	$102.16	$28K	0.5%	-11.6%
HD	The Home Depot, Inc.	63	$127.37	$326.59	$21K	0.3%	+156.4%
DAL	Delta Air Lines, Inc.	211	$38.00	$85.98	$18K	0.3%	+126.3%
ZM	Zoom Video Communications, Inc.	162	$400.92	$84.21	$14K	0.2%	-79.0%
SPOT	Spotify Technology S.A.	29	$271.49	$459.48	$14K	0.2%	+69.2%
TW TWTR	Twitter, Inc. (NYSE)	265	$36.75	$49.89	$13K	0.2%	+35.8%
T	AT&T Inc.	291	$27.40	$22.17	$6K	0.1%	-19.1%
DVN	Devon Energy Corporation (NYSE)	102	$42.72	$42.88	$4K	0.1%	+0.4%
WMT	Walmart Inc.	21	$44.14	$117.20	$2K	0.0%	+165.5%
KTB	Kontoor Brands, Inc.	22	$34.78	$76.67	$2K	0.0%	+120.4%
EXPI	eXp World Holdings, Inc.	201	$39.85	$4.73	$949	0.0%	-88.1%
PLUG	Plug Power Inc.	224	$35.69	$2.79	$625	0.0%	-92.2%
BBY	Best Buy Co., Inc.	5	$110.52	$76.31	$359	0.0%	-30.9%
BYND	Beyond Meat, Inc.	12	$141.64	$0.69	$8	0.0%	-99.5%

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 →