Susie Lee Stock Portfolio

Simulatedⓘ

Democratic · House · NV

Susie Lee'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

$2.7M

Unrealized P&L

$1.3M

+92.9%

Realized P&L

$103K

Open Positions

124

Performance vs S&P 500

+7.7%

SPY +9.1%

α -1.4%

+14.2%

SPY +6.3%

α +7.9%

+26.4%

SPY +8.2%

α +18.2%

+50.9%

SPY +30.5%

α +20.4%

+80.0%

SPY +79.5%

α +0.5%

+56.1%

SPY +76.9%

α -20.8%

All

+152.4%

SPY +162.2%

α -9.8%

Head-to-head with S&P 500

Live Holdings124 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
VRT	Vertiv Holdings, LLC Class A	2,022	$18.56	$341.24	$690K	25.4%	+1739.0%
WD WDC	Western Digital Corporation	453	$33.90	$474.96	$215K	7.9%	+1300.9%
LITE	Lumentum Holdings Inc.	191	$84.08	$906.82	$173K	6.4%	+978.5%
AMP	ameriprise Financial, Inc.	195	$124.55	$464.65	$91K	3.3%	+273.1%
WCC	WESCO International, Inc.	242	$80.01	$354.05	$86K	3.2%	+342.5%
AEIS	Advanced Energy Industries Inc	220	$109.07	$357.32	$79K	2.9%	+227.6%
ALLY	ally Financial Inc.	1,151	$22.60	$43.99	$51K	1.9%	+94.6%
OKE	ONEOK, Inc.	514	$42.65	$85.08	$44K	1.6%	+99.5%
PF PFGC	Performance Food Group Company	455	$27.45	$93.34	$42K	1.6%	+240.0%
BKR	Baker Hughes Company Class A	658	$24.31	$63.71	$42K	1.6%	+162.0%
CHX	ChampionX Corp	1,539	$17.96	$25.81	$40K	1.5%	+43.7%
WS WSM	Williams-Sonoma Inc	190	$58.11	$181.10	$34K	1.3%	+211.7%
DLTR	Dollar Tree, Inc.	365	$87.77	$94.42	$34K	1.3%	+7.6%
TO TOL	Toll Brothers, Inc.	247	$38.28	$137.91	$34K	1.3%	+260.3%
LDOS	Leidos Holdings, Inc.	253	$93.74	$129.40	$33K	1.2%	+38.0%
WYNN	Wynn Resorts Limited	300	$82.75	$102.14	$31K	1.1%	+23.4%
MA MAT	Mattel, Inc.	1,984	$13.91	$15.40	$31K	1.1%	+10.7%
GF GFL	GFL Environmental Inc. Subordinate voting shares, no par value	819	$21.73	$37.05	$30K	1.1%	+70.5%
LPLA	LPL Financial Holdings Inc.	100	$115.03	$303.57	$30K	1.1%	+163.9%
NL NLOK	NortonLifeLock Inc.	1,321	$19.82	$22.16	$29K	1.1%	+11.8%
USFD	US Foods Holding Corp.	337	$32.73	$84.88	$29K	1.1%	+159.3%
BLDR	Builders FirstSource, Inc.	349	$34.05	$77.83	$27K	1.0%	+128.6%
BLL	Ball Corporation	390	$81.97	$69.49	$27K	1.0%	-15.2%
ALGM	Allegro MicroSystems	528	$30.29	$48.41	$26K	0.9%	+59.8%
DOV	Dover Corporation	113	$89.45	$219.64	$25K	0.9%	+145.6%
HH HHC	Howard Hughes Corporation	313	$79.73	$78.76	$25K	0.9%	-1.2%
BR BRKS	Brooks Automation	195	$82.08	$113.10	$22K	0.8%	+37.8%
TER	Teradyne Inc	60	$128.81	$360.50	$21K	0.8%	+179.9%
IT	Gartner, Inc.	129	$154.86	$158.26	$20K	0.8%	+2.2%
BLK	Black Knight Inc	18	$866.43	$1083.61	$20K	0.7%	+25.1%
LW	Lamb Weston Holdings, Inc.	473	$71.42	$42.17	$20K	0.7%	-41.0%
GDDY	GoDaddy Inc. Class A	215	$82.10	$90.35	$19K	0.7%	+10.1%
SCHW	Charles Schwab Corporation	217	$36.54	$88.61	$19K	0.7%	+142.5%
CDNS	Cadence Design Systems	52	$132.60	$362.29	$19K	0.7%	+173.2%
CNC	Centene Corporation	296	$61.77	$56.27	$17K	0.6%	-8.9%
PHM	Pultegroup, Inc.	138	$36.45	$117.56	$16K	0.6%	+222.5%
HASI	Hannon Armstrong Sustainable Infrastructure Capital, Inc.	390	$41.04	$41.34	$16K	0.6%	+0.7%
VNT	Vontier Corporation	527	$34.29	$30.13	$16K	0.6%	-12.2%
AC ACM	aECoM	196	$43.08	$81.00	$16K	0.6%	+88.0%
AQ AQUA	Evoqua Water Technologies Corp.	313	$33.86	$49.88	$16K	0.6%	+47.3%
CW CWK	Cushman & Wakefield plc Ordinary Shares	1,088	$17.77	$14.15	$15K	0.6%	-20.4%
WH WH	Wyndham Hotels & Resorts, Inc.	184	$51.53	$82.61	$15K	0.6%	+60.3%
VICI	VICI Properties Inc	519	$31.70	$28.94	$15K	0.6%	-8.7%
ST STOR	STORE Capital Corporation	464	$26.25	$32.21	$15K	0.6%	+22.7%
AJG	arthur J. gallagher & Co.	75	$128.32	$198.28	$15K	0.6%	+54.5%
LYV	Live Nation Entertainment Inc	82	$81.78	$162.67	$13K	0.5%	+98.9%
DR DRE	Duke Realty Corporation	256	$37.87	$47.97	$12K	0.5%	+26.7%
CDW	CDW Corporation	112	$124.22	$105.28	$12K	0.4%	-15.2%
AME	aMETEK, Inc.	51	$96.54	$232.75	$12K	0.4%	+141.1%
REZI	Resideo Technologies Inc	276	$31.01	$39.95	$11K	0.4%	+28.8%
FLT	FleetCor Technologies, Inc.	36	$262.59	$303.26	$11K	0.4%	+15.5%
WL WLK	Westlake Chemical Corporation	114	$81.57	$93.69	$11K	0.4%	+14.8%
SYY	Sysco Corporation	142	$55.84	$72.70	$10K	0.4%	+30.2%
AWK	american Water Works Company, Inc.	82	$120.31	$125.65	$10K	0.4%	+4.4%
AH AHCO	AdaptHealth Corp - Class A	900	$35.57	$11.38	$10K	0.4%	-68.0%
SAIC	SCIENCE APPLICATIONS INTERNATIONAL CORPORATION	108	$84.85	$94.17	$10K	0.4%	+11.0%
KEYS	Keysight Technologies Inc.	28	$95.61	$359.33	$10K	0.4%	+275.8%
HOLX	Hologic, Inc.	129	$72.16	$76.01	$10K	0.4%	+5.3%
VLO	Valero Energy Corporation	40	$70.18	$241.22	$10K	0.4%	+243.7%
APTV	Aptiv PLC Ordinary Shares	152	$109.25	$57.93	$9K	0.3%	-47.0%
RL RLGY	Realogy Holdings Corp.	714	$15.34	$12.25	$9K	0.3%	-20.1%
RX RXT	Rackspace Technology, Inc.	1,507	$19.67	$5.52	$8K	0.3%	-71.9%
BK BKI	Black Knight, Inc.	109	$74.09	$75.76	$8K	0.3%	+2.3%
BRO	Brown & Brown, Inc.	143	$28.88	$56.31	$8K	0.3%	+95.0%
ACI	Albertsons Companies, Inc. Class A	498	$16.03	$16.10	$8K	0.3%	+0.4%
O	Realty Income Corporation	128	$58.86	$61.86	$8K	0.3%	+5.1%
AVTR	avantor, Inc.	913	$17.52	$8.29	$8K	0.3%	-52.7%
CC CCC	Clarivate Plc Ordinary Shares	1,484	$10.78	$5.10	$8K	0.3%	-52.7%
LEA	Lear Corporation	54	$163.42	$139.41	$8K	0.3%	-14.7%
DI DIN	Dine Brands Global, Inc.	232	$69.04	$28.85	$7K	0.3%	-58.2%
DG	Dollar General Corporation	57	$166.04	$114.03	$7K	0.2%	-31.3%
TFX	Teleflex Incorporated	48	$398.69	$133.76	$6K	0.2%	-66.5%
WDAY	Workday, Inc. - Class A	48	$165.55	$126.92	$6K	0.2%	-23.3%
VV VVNT	Vivint Smart Homes Inc	495	$16.15	$12.00	$6K	0.2%	-25.7%
TAP	Molson Coors Beverage Company Class B	138	$60.38	$42.61	$6K	0.2%	-29.4%
PL PLNT	Planet Fitness, Inc.	122	$74.32	$45.71	$6K	0.2%	-38.5%
AM AMRC	Ameresco, Inc. Class A	182	$51.16	$30.21	$6K	0.2%	-41.0%
BFAM	Bright Horizons Family Solutions Inc.	73	$129.35	$70.68	$5K	0.2%	-45.4%
SHW	Sherwin-Williams Company	15	$183.23	$317.04	$5K	0.2%	+73.0%
KMX	CarMax Inc	113	$92.52	$40.28	$5K	0.2%	-56.5%
SA SABR	Sabre Corporation	2,173	$13.96	$2.09	$5K	0.2%	-85.0%
Z Z	Zillow Group - Class C	108	$148.40	$41.24	$4K	0.2%	-72.2%
SIRI	Sirius XM Holdings Inc.	162	$57.01	$26.88	$4K	0.2%	-52.9%
UAA	Under Armour, Inc. Class A	668	$17.17	$6.50	$4K	0.2%	-62.2%
GT GT	Goodyear Tire & Rubber	641	$11.66	$6.53	$4K	0.1%	-44.0%
CO COLD	americold Realty Trust Common Shares	263	$34.77	$14.90	$4K	0.1%	-57.1%
CO COMM	CommScope Holding Company, Inc.	182	$21.46	$19.58	$4K	0.1%	-8.8%
WM	Waste Management, Inc.	16	$91.29	$215.88	$4K	0.1%	+136.5%
BR	Broadridge Financial Solutions, Inc.	24	$103.61	$149.59	$4K	0.1%	+44.4%
BA BALY	Ballys Corporation	260	$61.46	$12.99	$3K	0.1%	-78.9%
CARR	Carrier Global Corporation	49	$47.88	$66.86	$3K	0.1%	+39.6%
TW TWTR	Twitter, Inc.	63	$24.93	$49.89	$3K	0.1%	+100.1%
DPZ	Domino's Pizza Inc	9	$339.00	$324.22	$3K	0.1%	-4.4%
FO FOUR	Shift4 Payments, Inc. Class A	67	$87.00	$42.67	$3K	0.1%	-51.0%
SCI	Service Corporation International	36	$54.18	$77.66	$3K	0.1%	+43.3%
PL PLT	Planet Fitness Inc	219	$36.45	$12.38	$3K	0.1%	-66.0%
PII	Polaris Inc.	35	$94.54	$68.62	$2K	0.1%	-27.4%
SV SVC	Service Properties Trust - Shares of Beneficial Interest	1,385	$11.55	$1.65	$2K	0.1%	-85.8%
QSR	Restaurant Brands International Inc. Common Shares	29	$63.10	$79.59	$2K	0.1%	+26.1%
CZR	Caesars Entertainment Inc	80	$96.77	$28.05	$2K	0.1%	-71.0%
MKTX	MarketAxess Holdings	15	$536.55	$147.62	$2K	0.1%	-72.5%
FMC	FMC Corporation	162	$98.99	$13.41	$2K	0.1%	-86.5%
HCA	HCA Healthcare, Inc.	5	$209.56	$433.94	$2K	0.1%	+107.1%
AZO	AutoZone, Inc.	1	$1057.90	$3503.33	$2K	0.1%	+231.2%
LKQ	LKQ Corporation	67	$48.95	$28.94	$2K	0.1%	-40.9%
LH	Laboratory Corporation of America Holdings	7	$151.16	$254.29	$2K	0.1%	+68.2%
MSCI	MSCI, Inc.	2	$437.58	$581.95	$1K	0.1%	+33.0%
EFX	Equifax, Inc.	7	$140.68	$175.19	$1K	0.1%	+24.5%
RHI	Robert Half International Inc.	27	$45.51	$26.63	$711	0.0%	-41.5%
BH BHC	Bausch Health Companies Inc.	114	$26.00	$5.75	$657	0.0%	-77.9%
GO GO	Grocery Outlet Holding Corp.	69	$32.61	$8.24	$572	0.0%	-74.7%
TT TTEK	Tetra Tech, Inc.	19	$23.13	$30.47	$569	0.0%	+31.7%
GPC	Genuine Parts Company	5	$91.66	$105.17	$528	0.0%	+14.7%
RE REYN	Reynolds Consumer Products Inc.	13	$31.27	$21.91	$284	0.0%	-29.9%
TJX	TJX Companies, Inc.	2	$50.26	$153.77	$245	0.0%	+205.9%
EN ENR	Energizer Holdings, Inc.	11	$37.98	$19.06	$202	0.0%	-49.8%
CH CHGG	Chegg Inc	158	$101.37	$1.13	$177	0.0%	-98.9%
PO POOL	Pool Corporation	1	$318.25	$187.94	$145	0.0%	-40.9%
SY SYF	Synchrony Financial	1	$48.49	$73.13	$96	0.0%	+50.8%
W	Wayfair Inc Class A	1	$291.61	$66.06	$88	0.0%	-77.3%
WTRG	Essential Utilities, Inc.	2	$44.00	$37.64	$78	0.0%	-14.4%
CAG	Conagra Brands, Inc.	4	$32.87	$14.14	$56	0.0%	-57.0%
LE LESL	Leslies Inc	35	$491.10	$1.59	$54	0.0%	-99.7%
AV AVYA	Avaya Holdings Corp.	41	$17.65	$0.28	$11	0.0%	-98.4%

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 →