Kelly Loeffler

Following their disclosures vs. same money in SPY: -44.7 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

	Ticker	Amount	Traded	Disclosed
BUY	Fidelity Contrafund Commingled Pool other (spouse)	$1K–$15K	2021-01-19	2021-05-19	PDF →
BUY	VS VSTSX mutual fund (spouse)	$1K–$15K	2021-01-19	2021-05-19	PDF →
BUY	DO DODGX mutual fund (spouse)	$1K–$15K	2021-01-19	2021-05-19	PDF →
SELL	SC SCANX mutual fund	$15K–$50K	2021-01-15	2021-05-19	PDF →
SELL	SC SCDZX mutual fund (spouse)	$1K–$15K	2020-12-29	2021-05-19	PDF →
SELL	SC SCDZX mutual fund (spouse)	$1K–$15K	2020-12-29	2021-05-19	PDF →
SELL	Airplane 1 other (joint)	$5.0M–$25M	2020-12-17	2021-05-19	PDF →
BUY	Multifamily Property 18 other (joint)	$1.0M–$5M	2020-12-16	2021-05-19	PDF →
BUY	CM CMTFX mutual fund	$15K–$50K	2020-12-15	2021-05-19	PDF →
BUY	GS GSFTX mutual fund	$1K–$15K	2020-12-11	2021-05-19	PDF →
SELL	Morgan Stanley Equity ETF Fund	$50K–$100K	2020-12-11	2021-05-19	PDF →
BUY	DV DVFYX mutual fund	$15K–$50K	2020-12-10	2021-05-19	PDF →
BUY	MT MTCIX mutual fund	$50K–$100K	2020-12-08	2021-05-19	PDF →
BUY	DL DLHIX mutual fund	$100K–$250K	2020-12-04	2021-05-19	PDF →
BUY	PO POLIX mutual fund	$15K–$50K	2020-12-03	2021-05-19	PDF →
SELL	Fidelity Investments Money Market Tax Exempt other (joint)	$1K–$15K	2020-11-25	2021-05-19	PDF →
SELL	Multifamily Property 13 other (spouse)	$1.0M–$5M	2020-11-24	2021-05-19	PDF →
BUY	MS MSEQX mutual fund (joint)	$1.0M–$5M	2020-11-12	2021-05-19	PDF →
BUY	DV DVFYX mutual fund (joint)	$500K–$1M	2020-11-12	2021-05-19	PDF →
BUY	Fidelity Investments Money Market Tax Exempt other (joint)	$1.0M–$5M	2020-10-23	2021-05-19	PDF →
BUY	Airplane 2 other (joint)	$5.0M–$25M	2020-10-13	2021-05-19	PDF →
BUY	GS GSFTX mutual fund	$1K–$15K	2020-09-22	2021-05-19	PDF →
BUY	MS MSEQX mutual fund (joint)	$500K–$1M	2020-09-14	2021-05-19	PDF →
SELL	SC SCANX mutual fund	$1K–$15K	2020-08-25	2021-05-19	PDF →
SELL	SC SCANX mutual fund	$15K–$50K	2020-08-25	2021-05-19	PDF →
SELL	SC SCBGX mutual fund	$1K–$15K	2020-08-13	2021-05-19	PDF →
SELL	SC SCENX mutual fund (spouse)	$1K–$15K	2020-08-03	2021-05-19	PDF →
SELL	Eminence Partners Fund LLC private equity (joint)	$1.0M–$5M	2020-07-01	2021-05-19	PDF →
BUY	GS GSFTX mutual fund	$1K–$15K	2020-06-17	2021-05-19	PDF →
BUY	PO POLIX mutual fund (joint)	$1.0M–$5M	2020-06-09	2021-05-19	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Loeffler 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.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
DF DFS		$5.7M	23.7%	+379.9%	Feb 2020	Apr 2020
IW IWF		$4.5M	18.7%	+100.5%	May 2021	Apr 2020
IW IWD		$4.0M	16.8%	+79.7%	May 2021	Apr 2020
CV CVX		$1.8M	7.6%	+236.1%	Apr 2020	Apr 2020
DD DD		$1.3M	5.6%	+207.9%	Apr 2020	Apr 2020
DA DAL		$1.2M	4.9%	+268.8%	May 2020	Apr 2020
EM EMR		$1.0M	4.3%	+254.8%	May 2020	Apr 2020
CM CME		$612K	2.6%	+118.0%	Apr 2020	Apr 2020
OR ORCL		$523K	2.2%	+206.7%	Mar 2020	Apr 2020
AI AIG		$457K	1.9%	+287.9%	May 2020	Apr 2020
AF AFL		$390K	1.6%	+297.2%	May 2020	Apr 2020
PA PANW		$338K	1.4%	+1133.8%	May 2020	Apr 2020
AI AIZ		$325K	1.4%	+218.2%	May 2020	Apr 2020
CR CR		$276K	1.2%	+181.4%	Mar 2023	Apr 2020
RT RTX		$273K	1.1%	+286.2%	May 2020	Apr 2020
IW IWM		$216K	0.9%	+36.6%	May 2021	Apr 2020
VN VNQ		$181K	0.8%	+14.3%	May 2021	Apr 2020
TR TRV		$127K	0.5%	+362.4%	May 2020	Apr 2020
TJ TJX		$86K	0.4%	+215.3%	May 2020	Apr 2020
AD ADM		$84K	0.3%	+167.4%	May 2020	Apr 2020
DI DIS		$77K	0.3%	+9.0%	May 2020	Apr 2020
VM VMC		$69K	0.3%	+150.4%	May 2020	Apr 2020
AM AMGN		$65K	0.3%	+138.5%	May 2020	Apr 2020
MR MRK		$64K	0.3%	+133.8%	May 2020	Apr 2020
PG PG		$44K	0.2%	+60.3%	May 2020	Apr 2020
CM CMCSA		$43K	0.2%	-22.2%	May 2020	Apr 2020
UL UL		$38K	0.2%	+39.8%	May 2020	Apr 2020
LL LLY		$35K	0.1%	+803.1%	May 2020	Apr 2020
CA CAH		$24K	0.1%	+507.4%	May 2020	Apr 2020
ET ETN		$21K	0.1%	+451.7%	May 2020	Apr 2020
PG PGR		$14K	0.1%	+250.3%	May 2020	Apr 2020
KO KO		$10K	0.0%	+145.4%	May 2020	Apr 2020
SP SPY		$8K	0.0%	+99.6%	May 2021	May 2020
AB ABT		$5K	0.0%	+28.3%	May 2020	Apr 2020
BA BABA		$2K	0.0%	-43.9%	May 2020	Apr 2020

Filings 13 on file · every disclosure Loeffler has made