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

$6.2M

Unrealized P&L

$4.5M

+256.9%

Realized P&L

$827K

Open Positions

Performance vs S&P 500

+11.4%

SPY +9.1%

α +2.3%

+7.5%

SPY +6.3%

α +1.2%

+4.5%

SPY +8.2%

α -3.7%

+44.6%

SPY +30.5%

α +14.1%

+183.0%

SPY +79.5%

α +103.5%

+206.7%

SPY +76.5%

α +130.2%

All

+845.8%

SPY +298.1%

α +547.7%

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	$215.28	$3.2M	51.9%	+1594.2%
AAPL	Apple Inc. (NASDAQ)	2,846	$110.01	$293.70	$836K	13.4%	+167.0%
NFLX	Netflix, Inc. (NASDAQ)	3,303	$46.42	$87.47	$289K	4.7%	+88.4%
AMZN	Amazon.com Inc. (NASDAQ)	1,012	$109.23	$273.04	$276K	4.4%	+150.0%
MSFT	Microsoft Corporation	507	$188.65	$414.28	$210K	3.4%	+119.6%
COST	Costco Wholesale Corporation (NASDAQ)	174	$372.80	$1006.44	$175K	2.8%	+170.0%
NOC	Northrop Grumman Corporation	297	$328.06	$548.48	$163K	2.6%	+67.2%
BA	The Boeing Company (NYSE)	638	$215.87	$236.77	$151K	2.4%	+9.7%
TSLA	Tesla, Inc.	324	$124.95	$424.98	$138K	2.2%	+240.1%
V	Visa Inc.	374	$173.73	$318.87	$119K	1.9%	+83.5%
ETY	Eaton Vance Tax-Managed Diversi (NYSE)	7,925	$11.82	$14.99	$119K	1.9%	+26.8%
GLD	SPDR Gold Shares	173	$188.18	$433.92	$75K	1.2%	+130.6%
JPM	JPMorgan Chase & Co.	230	$109.04	$302.25	$69K	1.1%	+177.2%
BI BIDU	Baidu, Inc. (NASDAQ)	376	$218.58	$140.86	$53K	0.8%	-35.6%
BAC	Bank of America Corporation (NYSE)	891	$29.79	$51.34	$46K	0.7%	+72.3%
XOM	Exxon Mobil Corporation (NYSE)	308	$52.02	$144.25	$44K	0.7%	+177.3%
TJX	The TJX Companies, Inc.	246	$42.66	$153.77	$38K	0.6%	+260.4%
GOLD	Barrick Gold Corporation	714	$11.21	$45.83	$33K	0.5%	+308.8%
CVX	Chevron Corporation (NYSE)	170	$95.00	$181.15	$31K	0.5%	+90.7%
DIS	The Walt Disney Company	277	$115.51	$107.75	$30K	0.5%	-6.7%
HD	The Home Depot, Inc.	63	$127.37	$318.72	$20K	0.3%	+150.2%
ZM	Zoom Video Communications, Inc.	162	$400.92	$108.85	$18K	0.3%	-72.8%
DAL	Delta Air Lines, Inc.	211	$38.00	$73.09	$15K	0.3%	+92.3%
TW TWTR	Twitter, Inc. (NYSE)	265	$36.75	$49.89	$13K	0.2%	+35.8%
SPOT	Spotify Technology S.A.	29	$271.49	$417.42	$12K	0.2%	+53.8%
T	AT&T Inc.	291	$27.40	$25.19	$7K	0.1%	-8.1%
DVN	Devon Energy Corporation (NYSE)	102	$42.72	$45.77	$5K	0.1%	+7.2%
WMT	Walmart Inc.	21	$44.14	$130.58	$3K	0.0%	+195.8%
KTB	Kontoor Brands, Inc.	22	$34.78	$73.43	$2K	0.0%	+111.1%
EXPI	eXp World Holdings, Inc.	201	$39.85	$6.78	$1K	0.0%	-83.0%
PLUG	Plug Power Inc.	224	$35.69	$3.12	$698	0.0%	-91.3%
BBY	Best Buy Co., Inc.	5	$110.52	$59.20	$278	0.0%	-46.4%
BYND	Beyond Meat, Inc.	12	$141.64	$0.83	$9	0.0%	-99.4%

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 →