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

+89.2%

Realized P&L

$103K

Open Positions

124

Performance vs S&P 500

-0.8%

SPY +3.7%

α -4.5%

-4.8%

SPY +4.6%

α -9.4%

+12.1%

SPY +11.4%

α +0.7%

+35.2%

SPY +22.3%

α +12.9%

+59.7%

SPY +72.3%

α -12.6%

+55.2%

SPY +75.3%

α -20.1%

All

+147.9%

SPY +174.9%

α -27.0%

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	$271.31	$549K	20.6%	+1362.1%
WD WDC	Western Digital Corporation	453	$33.90	$437.17	$198K	7.5%	+1189.4%
LITE	Lumentum Holdings Inc.	191	$84.08	$887.19	$169K	6.4%	+955.1%
AMP	ameriprise Financial, Inc.	195	$124.55	$551.76	$107K	4.0%	+343.0%
WCC	WESCO International, Inc.	242	$80.01	$364.11	$88K	3.3%	+355.1%
AEIS	Advanced Energy Industries Inc	220	$109.07	$324.32	$71K	2.7%	+197.3%
PF PFGC	Performance Food Group Company	455	$27.45	$115.19	$52K	2.0%	+319.6%
ALLY	ally Financial Inc.	1,151	$22.60	$43.63	$50K	1.9%	+93.0%
DLTR	Dollar Tree, Inc.	365	$87.77	$131.12	$48K	1.8%	+49.4%
WS WSM	Williams-Sonoma Inc	190	$58.11	$250.88	$48K	1.8%	+331.8%
OKE	ONEOK, Inc.	514	$42.65	$86.28	$44K	1.7%	+102.3%
BKR	Baker Hughes Company Class A	658	$24.31	$61.75	$41K	1.5%	+154.0%
CHX	ChampionX Corp	1,539	$17.96	$25.81	$40K	1.5%	+43.7%
TO TOL	Toll Brothers, Inc.	247	$38.28	$155.32	$38K	1.4%	+305.8%
USFD	US Foods Holding Corp.	337	$32.73	$109.17	$37K	1.4%	+233.5%
LPLA	LPL Financial Holdings Inc.	100	$115.03	$361.20	$36K	1.4%	+214.0%
LDOS	Leidos Holdings, Inc.	253	$93.74	$137.36	$35K	1.3%	+46.5%
GF GFL	GFL Environmental Inc. Subordinate voting shares, no par value	819	$21.73	$41.26	$34K	1.3%	+89.8%
WYNN	Wynn Resorts Limited	300	$82.75	$103.10	$31K	1.2%	+24.6%
NL NLOK	NortonLifeLock Inc.	1,321	$19.82	$22.16	$29K	1.1%	+11.8%
MA MAT	Mattel, Inc.	1,984	$13.91	$14.70	$29K	1.1%	+5.6%
BLL	Ball Corporation	390	$81.97	$69.49	$27K	1.0%	-15.2%
BLDR	Builders FirstSource, Inc.	349	$34.05	$74.96	$26K	1.0%	+120.2%
LW	Lamb Weston Holdings, Inc.	473	$71.42	$52.37	$25K	0.9%	-26.7%
HH HHC	Howard Hughes Corporation	313	$79.73	$78.76	$25K	0.9%	-1.2%
DOV	Dover Corporation	113	$89.45	$211.47	$24K	0.9%	+136.4%
IT	Gartner, Inc.	129	$154.86	$184.43	$24K	0.9%	+19.1%
SCHW	Charles Schwab Corporation	217	$36.54	$107.40	$23K	0.9%	+193.9%
ALGM	Allegro MicroSystems	528	$30.29	$43.40	$23K	0.9%	+43.3%
TER	Teradyne Inc	60	$128.81	$374.20	$22K	0.8%	+190.5%
BR BRKS	Brooks Automation	195	$82.08	$113.10	$22K	0.8%	+37.8%
BLK	Black Knight Inc	18	$866.43	$1137.99	$21K	0.8%	+31.3%
GDDY	GoDaddy Inc. Class A	215	$82.10	$90.91	$20K	0.7%	+10.7%
CNC	Centene Corporation	296	$61.77	$65.66	$19K	0.7%	+6.3%
AJG	arthur J. gallagher & Co.	75	$128.32	$247.94	$19K	0.7%	+93.2%
VNT	Vontier Corporation	527	$34.29	$35.03	$18K	0.7%	+2.2%
PHM	Pultegroup, Inc.	138	$36.45	$132.89	$18K	0.7%	+264.6%
CDNS	Cadence Design Systems	52	$132.60	$338.09	$18K	0.7%	+155.0%
HASI	Hannon Armstrong Sustainable Infrastructure Capital, Inc.	390	$41.04	$40.77	$16K	0.6%	-0.7%
AQ AQUA	Evoqua Water Technologies Corp.	313	$33.86	$49.88	$16K	0.6%	+47.3%
CDW	CDW Corporation	112	$124.22	$136.27	$15K	0.6%	+9.7%
CW CWK	Cushman & Wakefield plc Ordinary Shares	1,088	$17.77	$13.83	$15K	0.6%	-22.2%
ST STOR	STORE Capital Corporation	464	$26.25	$32.21	$15K	0.6%	+22.7%
AC ACM	aECoM	196	$43.08	$76.06	$15K	0.6%	+76.6%
LYV	Live Nation Entertainment Inc	82	$81.78	$180.32	$15K	0.6%	+120.5%
VICI	VICI Properties Inc	519	$31.70	$26.70	$14K	0.5%	-15.8%
SAIC	SCIENCE APPLICATIONS INTERNATIONAL CORPORATION	108	$84.85	$126.86	$14K	0.5%	+49.5%
WH WH	Wyndham Hotels & Resorts, Inc.	184	$51.53	$74.09	$14K	0.5%	+43.8%
AME	aMETEK, Inc.	51	$96.54	$253.49	$13K	0.5%	+162.6%
AVTR	avantor, Inc.	913	$17.52	$13.47	$12K	0.5%	-23.1%
DR DRE	Duke Realty Corporation	256	$37.87	$47.97	$12K	0.5%	+26.7%
VLO	Valero Energy Corporation	40	$70.18	$296.27	$12K	0.5%	+322.2%
SYY	Sysco Corporation	142	$55.84	$84.02	$12K	0.5%	+50.5%
SV SVC	Service Properties Trust - Shares of Beneficial Interest	1,385	$11.55	$8.23	$11K	0.4%	-28.7%
AWK	american Water Works Company, Inc.	82	$120.31	$135.59	$11K	0.4%	+12.7%
FLT	FleetCor Technologies, Inc.	36	$262.59	$303.26	$11K	0.4%	+15.5%
CC CCC	Clarivate Plc Ordinary Shares	1,484	$10.78	$6.86	$10K	0.4%	-36.4%
BRO	Brown & Brown, Inc.	143	$28.88	$71.31	$10K	0.4%	+146.9%
HOLX	Hologic, Inc.	129	$72.16	$76.01	$10K	0.4%	+5.3%
KEYS	Keysight Technologies Inc.	28	$95.61	$339.45	$9K	0.3%	+255.0%
WL WLK	Westlake Chemical Corporation	114	$81.57	$77.95	$9K	0.3%	-4.4%
RL RLGY	Realogy Holdings Corp.	714	$15.34	$12.25	$9K	0.3%	-20.1%
WDAY	Workday, Inc. - Class A	48	$165.55	$179.31	$9K	0.3%	+8.3%
DI DIN	Dine Brands Global, Inc.	232	$69.04	$35.79	$8K	0.3%	-48.2%
BK BKI	Black Knight, Inc.	109	$74.09	$75.76	$8K	0.3%	+2.3%
O	Realty Income Corporation	128	$58.86	$62.62	$8K	0.3%	+6.4%
RX RXT	Rackspace Technology, Inc.	1,507	$19.67	$4.97	$7K	0.3%	-74.7%
APTV	Aptiv PLC Ordinary Shares	152	$109.25	$49.33	$7K	0.3%	-54.9%
DG	Dollar General Corporation	57	$166.04	$126.99	$7K	0.3%	-23.5%
REZI	Resideo Technologies Inc	276	$31.01	$25.84	$7K	0.3%	-16.7%
KMX	CarMax Inc	113	$92.52	$58.77	$7K	0.3%	-36.5%
LEA	Lear Corporation	54	$163.42	$122.40	$7K	0.3%	-25.1%
TFX	Teleflex Incorporated	48	$398.69	$134.48	$6K	0.2%	-66.3%
PL PLNT	Planet Fitness, Inc.	122	$74.32	$50.07	$6K	0.2%	-32.6%
ACI	Albertsons Companies, Inc. Class A	498	$16.03	$12.03	$6K	0.2%	-25.0%
TAP	Molson Coors Beverage Company Class B	138	$60.38	$43.35	$6K	0.2%	-28.2%
VV VVNT	Vivint Smart Homes Inc	495	$16.15	$12.00	$6K	0.2%	-25.7%
SHW	Sherwin-Williams Company	15	$183.23	$369.41	$5K	0.2%	+101.6%
BFAM	Bright Horizons Family Solutions Inc.	73	$129.35	$73.91	$5K	0.2%	-42.9%
AH AHCO	AdaptHealth Corp - Class A	900	$35.57	$5.80	$5K	0.2%	-83.7%
SIRI	Sirius XM Holdings Inc.	162	$57.01	$29.66	$5K	0.2%	-48.0%
AM AMRC	Ameresco, Inc. Class A	182	$51.16	$26.02	$5K	0.2%	-49.1%
SA SABR	Sabre Corporation	2,173	$13.96	$2.06	$4K	0.2%	-85.2%
GT GT	Goodyear Tire & Rubber	641	$11.66	$6.51	$4K	0.2%	-44.1%
UAA	Under Armour, Inc. Class A	668	$17.17	$6.08	$4K	0.1%	-64.5%
CO COLD	americold Realty Trust Common Shares	263	$34.77	$15.05	$4K	0.1%	-56.7%
BR	Broadridge Financial Solutions, Inc.	24	$103.61	$166.85	$4K	0.1%	+61.0%
WM	Waste Management, Inc.	16	$91.29	$227.56	$4K	0.1%	+149.3%
Z Z	Zillow Group - Class C	108	$148.40	$33.68	$4K	0.1%	-77.3%
CO COMM	CommScope Holding Company, Inc.	182	$21.46	$19.58	$4K	0.1%	-8.8%
BA BALY	Ballys Corporation	260	$61.46	$13.36	$3K	0.1%	-78.3%
DPZ	Domino's Pizza Inc	9	$339.00	$352.55	$3K	0.1%	+4.0%
TW TWTR	Twitter, Inc.	63	$24.93	$49.89	$3K	0.1%	+100.1%
CARR	Carrier Global Corporation	49	$47.88	$63.73	$3K	0.1%	+33.1%
SCI	Service Corporation International	36	$54.18	$85.32	$3K	0.1%	+57.5%
FO FOUR	Shift4 Payments, Inc. Class A	67	$87.00	$40.49	$3K	0.1%	-53.5%
PL PLT	Planet Fitness Inc	219	$36.45	$12.38	$3K	0.1%	-66.0%
PII	Polaris Inc.	35	$94.54	$71.86	$2K	0.1%	-24.0%
MKTX	MarketAxess Holdings	15	$536.55	$162.51	$2K	0.1%	-69.7%
CZR	Caesars Entertainment Inc	80	$96.77	$30.15	$2K	0.1%	-68.8%
LH	Laboratory Corporation of America Holdings	7	$151.16	$319.37	$2K	0.1%	+111.3%
QSR	Restaurant Brands International Inc. Common Shares	29	$63.10	$74.09	$2K	0.1%	+17.4%
HCA	HCA Healthcare, Inc.	5	$209.56	$414.32	$2K	0.1%	+97.7%
AZO	AutoZone, Inc.	1	$1057.90	$3118.35	$2K	0.1%	+194.8%
FMC	FMC Corporation	162	$98.99	$10.63	$2K	0.1%	-89.3%
LKQ	LKQ Corporation	67	$48.95	$24.94	$2K	0.1%	-49.0%
MSCI	MSCI, Inc.	2	$437.58	$563.73	$1K	0.1%	+28.8%
EFX	Equifax, Inc.	7	$140.68	$182.26	$1K	0.1%	+29.6%
RHI	Robert Half International Inc.	27	$45.51	$42.80	$1K	0.0%	-6.0%
BH BHC	Bausch Health Companies Inc.	114	$26.00	$6.25	$713	0.0%	-76.0%
GO GO	Grocery Outlet Holding Corp.	69	$32.61	$9.81	$681	0.0%	-69.9%
GPC	Genuine Parts Company	5	$91.66	$135.24	$679	0.0%	+47.5%
TT TTEK	Tetra Tech, Inc.	19	$23.13	$35.45	$662	0.0%	+53.3%
RE REYN	Reynolds Consumer Products Inc.	13	$31.27	$26.56	$344	0.0%	-15.1%
TJX	TJX Companies, Inc.	2	$50.26	$161.78	$258	0.0%	+221.9%
EN ENR	Energizer Holdings, Inc.	11	$37.98	$22.64	$240	0.0%	-40.4%
PO POOL	Pool Corporation	1	$318.25	$206.26	$159	0.0%	-35.2%
CH CHGG	Chegg Inc	158	$101.37	$0.91	$142	0.0%	-99.1%
W	Wayfair Inc Class A	1	$291.61	$106.65	$142	0.0%	-63.4%
SY SYF	Synchrony Financial	1	$48.49	$78.36	$103	0.0%	+61.6%
WTRG	Essential Utilities, Inc.	2	$44.00	$40.13	$83	0.0%	-8.8%
CAG	Conagra Brands, Inc.	4	$32.87	$15.13	$60	0.0%	-54.0%
LE LESL	Leslies Inc	35	$491.10	$1.18	$40	0.0%	-99.8%
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 →