Julia Letlow (R-LA-5), a current Republican member of the House, has disclosed 257 trades since 2024: 164 purchases worth about $1.39M and 93 sales worth about $744.05K, in 112 stocks. Most traded: CRM, AAPL, META. As a portfolio, their stock holdings and trades returned +30.1% from Oct 2024, against +29.9% for the S&P 500. Trades took a median 274 days to be disclosed; 211 came late.
Julia Letlow’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since October 2024: +30.1%, against +29.9% for SPY; the largest fall on the way was -19.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Julia Letlow | Nov 2025 | +17.7% | +10.1% | +7.6% | – | -8.2% | 1.27 | 0.86 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Julia Letlow | Oct 2024 | +30.1% | +29.9% | +0.3% | +13.9% | -19.0% | 0.91 | 0.86 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Julia Letlow | Oct 2024 | +30.1% | +29.9% | +0.3% | +13.9% | -19.0% | 0.91 | 0.86 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Julia Letlow | Jan 2026 | +13.9% | +10.1% | +3.8% | – | -8.2% | 1.18 | 0.88 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Julia Letlow | Oct 2024 | +30.1% | +29.9% | +0.3% | +13.9% | -19.0% | 0.91 | 0.86 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Technology | $36.02K | 7.0% | +10.8% | 5 | 3 | 2 | $48.50K | $16.00K | +17.3% | Feb 2, 2026 |
| MSFTMicrosoft Corp | Technology | $33.17K | 6.5% | +2.1% | 5 | 3 | 2 | $24.00K | $16.00K | -12.5% | Feb 2, 2026 |
| GOOGLAlphabet Inc. | Technology | $26.18K | 5.1% | -19.5% | 1 | 1 | 0 | $8.00K | $0.00 | +34.9% | Jul 2, 2025 |
| ICLRIcon Plc | Healthcare | $9.80K | 1.9% | +22.5% | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 12, 2026 |
| DINOHF Sinclair Corp | Energy | $9.72K | 1.9% | +21.6% | 3 | 1 | 2 | $8.00K | $16.00K | +130.2% | Feb 20, 2026 |
| AZNAstrazeneca Plc | Healthcare | $9.50K | 1.8% | +18.7% | 1 | 1 | 0 | $8.00K | $0.00 | -7.8% | Dec 8, 2025 |
| RELXRelx Plc | Technology | $9.34K | 1.8% | +16.7% | 1 | 1 | 0 | $8.00K | $0.00 | -26.2% | Oct 22, 2025 |
| MCKMckesson Corp | Healthcare | $9.33K | 1.8% | +16.6% | 1 | 1 | 0 | $8.00K | $0.00 | +46.6% | Dec 18, 2024 |
| CVXChevron Corp | Energy | $9.22K | 1.8% | +15.3% | 1 | 1 | 0 | $8.00K | $0.00 | +21.3% | Oct 23, 2024 |
| PFEPfizer Inc | Healthcare | $9.17K | 1.8% | +14.6% | 1 | 1 | 0 | $8.00K | $0.00 | +2.1% | Jun 17, 2025 |
| PGPROCTER & GAMBLE Co | Consumer Staples | $9.07K | 1.8% | +13.4% | 2 | 2 | 0 | $16.00K | $0.00 | -2.9% | Feb 2, 2026 |
| DHRDanaher Corp /De/ | Healthcare | $8.95K | 1.7% | +11.9% | 1 | 1 | 0 | $8.00K | $0.00 | -20.1% | Apr 28, 2025 |
| ICEIntercontinental Exchange, Inc. | Financial Services | $8.88K | 1.7% | +11.0% | 2 | 1 | 1 | $8.00K | $8.00K | -25.7% | Feb 12, 2026 |
| PMPhilip Morris International Inc. | Consumer Staples | $8.82K | 1.7% | +10.2% | 2 | 1 | 1 | $8.00K | $8.00K | +28.3% | Feb 5, 2026 |
| KOCoca Cola Co | Consumer Staples | $8.77K | 1.7% | +9.7% | 1 | 1 | 0 | $8.00K | $0.00 | +31.0% | Nov 3, 2025 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MMM3M Company Common Stock | Self | Sell (Partial) | $1K–$15K | Feb 2, 2026 | Mar 12, 2026 | 38d | +16.3% | +8.1% | |
| CMICummins Inc. Common Stock | Self | Buy | $1K–$15K | Feb 4, 2026 | Mar 12, 2026 | 36d | -17.4% | -27.0% | |
| EXEExpand Energy Corporation - Common Stock | Self | Sell | $1K–$15K | Feb 17, 2026 | Mar 12, 2026 | 23d | -12.9% | -23.1% | |
| EXRExtra Space Storage Inc Common Stock | Self | Buy | $1K–$15K | Feb 12, 2026 | Mar 12, 2026 | 28d | +8.0% | -2.4% | |
| DINOHF Sinclair Corporation Common Stock | Self | Sell | $1K–$15K | Feb 20, 2026 | Mar 12, 2026 | 20d | +119.5% | +110.4% | |
| HUMHumana Inc. Common Stock | Self | Sell | $1K–$15K | Feb 10, 2026 | Mar 12, 2026 | 30d | +126.3% | +117.7% | |
| ICLRICON plc - Ordinary Shares | Self | Sell | $1K–$15K | Feb 12, 2026 | Mar 12, 2026 | 28d | +156.2% | +145.8% | |
| ICEIntercontinental Exchange Inc. Common Stock | Self | Sell | $1K–$15K | Feb 12, 2026 | Mar 12, 2026 | 28d | +15.0% | +4.6% | |
| IBMInternational Business Machines Corporation Common Stock | Self | Buy | $1K–$15K | Feb 2, 2026 | Mar 12, 2026 | 38d | -19.7% | -27.9% | |
| INTUIntuit Inc. - Common Stock | Self | Sell | $1K–$15K | Feb 2, 2026 | Mar 12, 2026 | 38d | -27.7% | -35.9% | |
| DRSLeonardo DRS, Inc. - Common Stock | Self | Buy | $1K–$15K | Feb 2, 2026 | Mar 12, 2026 | 38d | -8.7% | -16.9% | |
| MMM3M Company Common Stock | Self | Sell | $1K–$15K | Feb 4, 2026 | Mar 12, 2026 | 36d | +8.9% | -0.7% | |
| MKCMcCormick & Company, Incorporated Common Stock | Self | Sell | $1K–$15K | Feb 2, 2026 | Mar 12, 2026 | 38d | -20.1% | -28.3% | |
| METAMeta Platforms, Inc. - Class A Common Stock | Self | Buy | $1K–$15K | Feb 12, 2026 | Mar 12, 2026 | 28d | -6.6% | -17.0% | |
| MSFTMicrosoft Corporation - Common Stock | Self | Sell (Partial) | $1K–$15K | Feb 2, 2026 | Mar 12, 2026 | 38d | +19.8% | +11.6% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Julia Letlow (R-LA-5), a current Republican member of the House, has disclosed 257 trades since 2024: 164 purchases worth about $1.39M and 93 sales worth about $744.05K, in 112 stocks. Most traded: CRM, AAPL, META. As a portfolio, their stock holdings and trades returned +30.1% from Oct 2024, against +29.9% for the S&P 500. Trades took a median 274 days to be disclosed; 211 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Julia Letlow still holds 56 stocks; the largest are AAPL (about $36.02K), MSFT (about $33.17K), GOOGL (about $26.18K), ICLR (about $9.80K), DINO (about $9.72K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +30.1% from October 2024 to November 2026, against +29.9% for the S&P 500, with a largest fall of -19.0%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 274 days to be disclosed. 211 of 257 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.