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

$6.4M

Unrealized P&L

$4.6M

+266.4%

Realized P&L

$827K

Open Positions

Performance vs S&P 500

+6.9%

SPY +3.7%

α +3.1%

+2.0%

SPY +4.6%

α -2.6%

+10.6%

SPY +11.4%

α -0.8%

+16.6%

SPY +22.3%

α -5.7%

+144.0%

SPY +72.3%

α +71.7%

+184.5%

SPY +74.9%

α +109.6%

All

+873.1%

SPY +317.4%

α +555.7%

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	$222.97	$3.3M	52.3%	+1654.8%
AAPL	Apple Inc. (NASDAQ)	2,846	$110.01	$313.23	$892K	14.0%	+184.7%
AMZN	Amazon.com Inc. (NASDAQ)	1,012	$109.23	$274.11	$277K	4.3%	+150.9%
MSFT	Microsoft Corporation	507	$188.65	$501.42	$254K	4.0%	+165.8%
NFLX	Netflix, Inc. (NASDAQ)	3,303	$46.42	$74.36	$246K	3.9%	+60.2%
NOC	Northrop Grumman Corporation	297	$328.06	$571.77	$170K	2.7%	+74.3%
COST	Costco Wholesale Corporation (NASDAQ)	174	$372.80	$947.51	$165K	2.6%	+154.2%
BA	The Boeing Company (NYSE)	638	$215.87	$235.34	$150K	2.4%	+9.0%
V	Visa Inc.	374	$173.73	$363.19	$136K	2.1%	+109.0%
ETY	Eaton Vance Tax-Managed Diversi (NYSE)	7,925	$11.82	$14.63	$116K	1.8%	+23.8%
TSLA	Tesla, Inc.	324	$124.95	$327.11	$106K	1.7%	+161.8%
JPM	JPMorgan Chase & Co.	230	$109.04	$357.85	$82K	1.3%	+228.2%
GLD	SPDR Gold Shares	173	$188.18	$398.86	$69K	1.1%	+112.0%
BAC	Bank of America Corporation (NYSE)	891	$29.79	$63.09	$56K	0.9%	+111.8%
XOM	Exxon Mobil Corporation (NYSE)	308	$52.02	$152.35	$47K	0.7%	+192.9%
BI BIDU	Baidu, Inc. (NASDAQ)	376	$218.58	$109.89	$41K	0.7%	-49.7%
TJX	The TJX Companies, Inc.	246	$42.66	$161.78	$40K	0.6%	+279.2%
CVX	Chevron Corporation (NYSE)	170	$95.00	$186.18	$32K	0.5%	+96.0%
GOLD	Barrick Gold Corporation	714	$11.21	$43.54	$31K	0.5%	+288.4%
DIS	The Walt Disney Company	277	$115.51	$104.91	$29K	0.5%	-9.2%
HD	The Home Depot, Inc.	63	$127.37	$354.91	$22K	0.3%	+178.6%
DAL	Delta Air Lines, Inc.	211	$38.00	$91.46	$19K	0.3%	+140.7%
ZM	Zoom Video Communications, Inc.	162	$400.92	$104.40	$17K	0.3%	-74.0%
SPOT	Spotify Technology S.A.	29	$271.49	$490.69	$14K	0.2%	+80.7%
TW TWTR	Twitter, Inc. (NYSE)	265	$36.75	$49.89	$13K	0.2%	+35.8%
T	AT&T Inc.	291	$27.40	$23.82	$7K	0.1%	-13.1%
DVN	Devon Energy Corporation (NYSE)	102	$42.72	$42.85	$4K	0.1%	+0.3%
WMT	Walmart Inc.	21	$44.14	$111.85	$2K	0.0%	+153.4%
KTB	Kontoor Brands, Inc.	22	$34.78	$77.66	$2K	0.0%	+123.3%
EXPI	eXp World Holdings, Inc.	201	$39.85	$4.73	$949	0.0%	-88.1%
PLUG	Plug Power Inc.	224	$35.69	$2.15	$483	0.0%	-94.0%
BBY	Best Buy Co., Inc.	5	$110.52	$81.92	$385	0.0%	-25.9%
BYND	Beyond Meat, Inc.	12	$141.64	$0.54	$6	0.0%	-99.6%

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 →