Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Everything here is built by machine-reading the member's Periodic Transaction Reports on disclosures-clerk.house.gov and running our own code over them. The PDFs are often hand-filled or scanned and our parser can misread a ticker, date, amount or buy/sell; the reported dollar figures are wide bands, not exact sizes; there is up to a 45-day disclosure lag; positions opened before our price history, or sales filed late or never, skew the portfolio math; and the calculations themselves may have bugs. Treat the numbers as a rough guide and tell us if something looks off.
JL

Julia Letlow

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Following their disclosures vs. same money in SPY: -0.0 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

TickerAmountTradedDisclosed
SELL DINO $1K–$15K 2026-02-20 2026-03-12 PDF →
BUY TRV $1K–$15K 2026-02-20 2026-03-12 PDF →
SELL BXP $1K–$15K 2026-02-20 2026-03-12 PDF →
BUY VST $1K–$15K 2026-02-17 2026-03-12 PDF →
SELL EXE $1K–$15K 2026-02-17 2026-03-12 PDF →
SELL PEG $1K–$15K 2026-02-17 2026-03-12 PDF →
SELL T $1K–$15K 2026-02-12 2026-03-12 PDF →
SELL ICLR $1K–$15K 2026-02-12 2026-03-12 PDF →
BUY EXR $1K–$15K 2026-02-12 2026-03-12 PDF →
SELL TTWO $1K–$15K 2026-02-12 2026-03-12 PDF →
SELL AVGO $1K–$15K 2026-02-12 2026-03-12 PDF →
BUY META $1K–$15K 2026-02-12 2026-03-12 PDF →
BUY REGN $1K–$15K 2026-02-12 2026-03-12 PDF →
SELL HUM $1K–$15K 2026-02-10 2026-03-12 PDF →
SELL PM $1K–$15K 2026-02-05 2026-03-12 PDF →
BUY PEP $1K–$15K 2026-02-05 2026-03-12 PDF →
BUY CMI $1K–$15K 2026-02-04 2026-03-12 PDF →
SELL MMM $1K–$15K 2026-02-04 2026-03-12 PDF →
SELL INTU $1K–$15K 2026-02-02 2026-03-12 PDF →
BUY IBM $1K–$15K 2026-02-02 2026-03-12 PDF →
SELL MSFT $1K–$15K 2026-02-02 2026-03-12 PDF →
BUY TSM $1K–$15K 2026-02-02 2026-03-12 PDF →
BUY CSCO $1K–$15K 2026-02-02 2026-03-12 PDF →
BUY PG $1K–$15K 2026-02-02 2026-03-12 PDF →
SELL MKC $1K–$15K 2026-02-02 2026-03-12 PDF →
SELL CRM $1K–$15K 2026-02-02 2026-03-12 PDF →
BUY AAPL $1K–$15K 2026-02-02 2026-03-12 PDF →
BUY AMD $1K–$15K 2026-02-02 2026-03-12 PDF →
BUY DRS $1K–$15K 2026-02-02 2026-03-12 PDF →
SELL MMM $1K–$15K 2026-02-02 2026-03-12 PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Letlow still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

TickerEst. valueWeightReturn on lots held1st buyLast trade
AAPL recent $37K 11.0% +33.3% Jan 2026 Feb 2026
TSM recent $32K 9.5% +34.3% Jan 2026 Feb 2026
AMD recent $22K 6.5% +178.9% Jan 2026 Feb 2026
CSCO recent $11K 3.4% +45.8% Jan 2026 Feb 2026
V recent $9K 2.9% +22.4% Jan 2026 Jul 2025
WSM recent $9K 2.9% +22.3% Jan 2026 Jul 2025
PG recent $8K 2.5% +8.6% Jan 2026 Feb 2026
INTC recent $8K 2.3% +96.1% Jan 2026 Sep 2025
IBM recent $7K 2.2% -6.0% Jan 2026 Feb 2026
NUE $6K 1.9% +58.7% Jan 2026 Oct 2024
LOW recent $6K 1.7% -26.7% Jan 2026 Aug 2025
CVX $5K 1.7% +40.9% Jan 2026 Oct 2024
DVN recent $5K 1.6% +36.9% Jan 2026 Dec 2025
TRV recent $5K 1.5% +30.8% Mar 2026 Feb 2026
KO recent $5K 1.5% +30.1% Jan 2026 Nov 2025
UNH recent $5K 1.4% +23.2% Jan 2026 May 2025
WAT recent $5K 1.4% +21.3% Jan 2026 Dec 2025
PFE recent $5K 1.4% +21.1% Jan 2026 Jun 2025
AIZ recent $5K 1.4% +20.6% Jan 2026 Aug 2025
VRTX $5K 1.4% +17.8% Jan 2026 Oct 2024
MCK $4K 1.4% +15.4% Jan 2026 Dec 2024
MTD recent $4K 1.3% +14.3% Jan 2026 Dec 2025
GTES recent $4K 1.3% +13.7% Jan 2026 Sep 2025
TMO recent $4K 1.3% +13.5% Jan 2026 Jul 2025
JPM $4K 1.3% +11.3% Jan 2026 Oct 2024
PNC $4K 1.3% +10.0% Jan 2026 Oct 2024
REGN recent $4K 1.3% +9.3% Mar 2026 Feb 2026
AMZN recent $4K 1.3% +7.6% Jan 2026 Oct 2025
DUK $4K 1.3% +6.8% Jan 2026 Oct 2024
EXR recent $4K 1.2% +5.9% Jan 2026 Feb 2026
NEE $4K 1.2% +1.0% Jan 2026 Jan 2025
META recent $4K 1.2% -0.0% Jan 2026 Feb 2026
CMI recent $4K 1.2% -0.1% Mar 2026 Feb 2026
DHR recent $4K 1.2% -1.2% Jan 2026 Apr 2025
SYF recent $4K 1.1% -2.0% Jan 2026 Jul 2025
MSFT recent $4K 1.1% +16.3% Jan 2026 Feb 2026
PH $4K 1.1% -2.2% Jan 2026 Oct 2024
GOOGL recent $4K 1.1% -3.1% Jan 2026 Jul 2025
DIS recent $4K 1.1% -3.2% Jan 2026 Nov 2025
WFC $4K 1.1% -4.7% Jan 2026 Oct 2024
RELX recent $4K 1.1% -5.1% Jan 2026 Oct 2025
ICE $4K 1.1% -9.2% Jan 2026 Oct 2024
DLTR recent $4K 1.1% -9.3% Jan 2026 Sep 2025
SAIA $4K 1.1% -9.4% Jan 2026 Oct 2024
VST recent $3K 1.1% -10.0% Mar 2026 Feb 2026
AZN recent $3K 1.0% -11.1% Jan 2026 Dec 2025
BAH $3K 1.0% -11.4% Jan 2026 Oct 2024
UHS recent $3K 1.0% -13.4% Jan 2026 Oct 2025
PEP recent $3K 1.0% -15.3% Mar 2026 Feb 2026
BA recent $3K 0.9% -20.4% Jan 2026 Feb 2026
SF recent $3K 0.9% -21.3% Jan 2026 Nov 2025
DRS recent $3K 0.9% -21.3% Mar 2026 Feb 2026
DY recent $3K 0.8% -33.9% Jan 2026 Sep 2025
TTWO recent $3K 0.8% -20.4% Jan 2026 Feb 2026
GLOB recent $2K 0.7% -36.3% Jan 2026 Aug 2025
AA $2K 0.7% -37.4% Jan 2026 Oct 2024

Filings 7 on file · every disclosure Letlow has made

#TypeFiledTrades in itFiling
1 Annual 2026-08-13 77d ago — PDF →
2 PTR 2026-03-12 231d ago 32 PDF →
3 PTR 2026-01-13 289d ago 205 PDF →
4 Annual 2025-08-13 442d ago — PDF →
5 Annual 2024-07-31 820d ago — PDF →
6 Annual 2023-06-19 1228d ago — PDF →
7 Annual 2022-07-28 1554d ago — PDF →

Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.