Julia Letlow
RHouse · LA-5
STOCK Act filings · simulated, not advice.
annual holdings (9)
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 08/12/2021 → 11/03/2026.
Simulated portfolio
+211.4%
SPY
+81.8%
vs SPY
+129.6%
Simulated portfolioSPYBuySell
Trades
257
Last traded
02/20/2026
Disclosed (est.)
$2.1M
File lag
274 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
BXP BXP, Inc. Common Stock (BXP) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2026 | 03/12/2026 | -6.6% vs SPY +3.7% | -24.8% vs SPY -10.0% | 20034106 |
TRV The Travelers Companies, Inc. Common Stock (TRV) | Purchase Owner: Self | $1,001 - $15,000 | 02/20/2026 | 03/12/2026 | +31.1% vs SPY +20.9% | +31.7% vs SPY +16.9% | 20034106 |
DINO HF Sinclair Corporation Common Stock (DINO) | Sale Owner: Self | $1,001 - $15,000 | 02/20/2026 | 03/12/2026 | -128.0% vs SPY -117.7% | -106.1% vs SPY -91.3% | 20034106 |
VST Vistra Corp. Common Stock (VST) | Purchase Owner: Self | $1,001 - $15,000 | 02/17/2026 | 03/12/2026 | -19.3% vs SPY -30.6% | -11.8% vs SPY -26.6% | 20034106 |
PEG Public Service Enterprise Group Incorporated Common Stock (PEG) | Sale Owner: Self | $1,001 - $15,000 | 02/17/2026 | 03/12/2026 | +14.1% vs SPY +25.4% | +11.5% vs SPY +26.3% | 20034106 |
EXE Expand Energy Corporation - Common Stock (EXE) | Sale Owner: Self | $1,001 - $15,000 | 02/17/2026 | 03/12/2026 | +10.9% vs SPY +22.3% | +15.0% vs SPY +29.7% | 20034106 |
AVGO Broadcom Inc. - Common Stock (AVGO) | Sale (partial) Owner: Self | $1,001 - $15,000 | 02/12/2026 | 03/12/2026 | -0.8% vs SPY +10.7% | -3.7% vs SPY +11.1% | 20034106 |
T AT&T Inc. (T) | Sale Owner: Self | $1,001 - $15,000 | 02/12/2026 | 03/12/2026 | +23.1% vs SPY +34.7% | +20.1% vs SPY +34.9% | 20034106 |
TTWO Take-Two Interactive Software, Inc. - Common Stock (TTWO) | Sale Owner: Self | $1,001 - $15,000 | 02/12/2026 | 03/12/2026 | -2.4% vs SPY +9.2% | +6.5% vs SPY +21.3% | 20034106 |
REGN Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) | Purchase Owner: Self | $1,001 - $15,000 | 02/12/2026 | 03/12/2026 | +24.7% vs SPY +13.1% | +30.9% vs SPY +16.1% | 20034106 |
META Meta Platforms, Inc. - Class A Common Stock (META) | Purchase Owner: Self | $1,001 - $15,000 | 02/12/2026 | 03/12/2026 | -4.2% vs SPY -15.8% | +1.5% vs SPY -13.3% | 20034106 |
Unmapped Intercontinental Exchange Inc. | Sale Owner: Self | $1,001 - $15,000 | 02/12/2026 | 03/12/2026 | n/a | n/a | 20034106 |
ICLR ICON plc - Ordinary Shares (ICLR) | Sale Owner: Self | $1,001 - $15,000 | 02/12/2026 | 03/12/2026 | -154.5% vs SPY -142.9% | -107.2% vs SPY -92.4% | 20034106 |
EXR Extra Space Storage Inc Common Stock (EXR) | Purchase Owner: Self | $1,001 - $15,000 | 02/12/2026 | 03/12/2026 | +12.0% vs SPY +0.4% | +14.3% vs SPY -0.5% | 20034106 |
HUM Humana Inc. Common Stock (HUM) | Sale Owner: Self | $1,001 - $15,000 | 02/10/2026 | 03/12/2026 | -132.7% vs SPY -122.9% | -155.0% vs SPY -140.2% | 20034106 |
PM Philip Morris International Inc Common Stock (PM) | Sale Owner: Self | $1,001 - $15,000 | 02/05/2026 | 03/12/2026 | -17.3% vs SPY -5.1% | -22.2% vs SPY -7.4% | 20034106 |
PEP Pepsico, Inc. (PEP) | Purchase Owner: Self | $1,001 - $15,000 | 02/05/2026 | 03/12/2026 | -15.6% vs SPY -27.8% | -12.3% vs SPY -27.1% | 20034106 |
CMI Cummins Inc. Common Stock (CMI) | Purchase Owner: Self | $1,001 - $15,000 | 02/04/2026 | 03/12/2026 | -16.5% vs SPY -27.3% | -5.9% vs SPY -20.7% | 20034106 |
MMM 3M Company Common Stock (MMM) | Sale Owner: Self | $1,001 - $15,000 | 02/04/2026 | 03/12/2026 | -9.6% vs SPY +1.2% | -18.4% vs SPY -3.6% | 20034106 |
CSCO Cisco Systems, Inc. - Common Stock (CSCO) | Purchase Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/12/2026 | +29.4% vs SPY +20.0% | +33.2% vs SPY +18.4% | 20034106 |
BA Boeing Company (BA) | Purchase Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/12/2026 | -25.6% vs SPY -34.9% | -17.4% vs SPY -32.2% | 20034106 |
URI United Rentals, Inc. Common Stock (URI) | Sale Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/12/2026 | -51.8% vs SPY -42.5% | -60.0% vs SPY -45.2% | 20034106 |
AAPL Apple Inc. - Common Stock (AAPL) | Purchase Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/12/2026 | +23.3% vs SPY +13.9% | +32.9% vs SPY +18.1% | 20034106 |
TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Purchase Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/12/2026 | +19.5% vs SPY +10.2% | +20.6% vs SPY +5.8% | 20034106 |
CRM Salesforce, Inc. Common Stock (CRM) | Sale Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/12/2026 | -6.1% vs SPY +3.2% | -16.0% vs SPY -1.2% | 20034106 |
PG Procter & Gamble Company (PG) | Purchase Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/12/2026 | +8.1% vs SPY -1.2% | +9.9% vs SPY -4.9% | 20034106 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Sale (partial) Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/12/2026 | -23.8% vs SPY -14.5% | -32.2% vs SPY -17.5% | 20034106 |
AMD Advanced Micro Devices, Inc. (AMD) | Purchase Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/12/2026 | +96.5% vs SPY +87.2% | +150.2% vs SPY +135.4% | 20034106 |
MKC McCormick & Company, Incorporated Common Stock (MKC) | Sale Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/12/2026 | +19.4% vs SPY +28.7% | +15.5% vs SPY +30.3% | 20034106 |
DRS Leonardo DRS, Inc. - Common Stock (DRS) | Purchase Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/12/2026 | -3.4% vs SPY -12.7% | -13.9% vs SPY -28.7% | 20034106 |
INTU Intuit Inc. - Common Stock (INTU) | Sale Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/12/2026 | +28.4% vs SPY +37.7% | +20.7% vs SPY +35.5% | 20034106 |
IBM International Business Machines Corporation Common Stock (IBM) | Purchase Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/12/2026 | -18.9% vs SPY -28.3% | +3.0% vs SPY -11.8% | 20034106 |
MMM 3M Company Common Stock (MMM) | Sale (partial) Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/12/2026 | -17.0% vs SPY -7.7% | -18.4% vs SPY -3.6% | 20034106 |
Unmapped US Treasury Note 8/15/2034 | Purchase Owner: Self | $1,001 - $15,000 | 12/17/2025 | 01/13/2026 | n/a | n/a | 20030977 |
Unmapped US Treasury Note 10/31/2026 | Sale Owner: Self | $1,001 - $15,000 | 12/17/2025 | 01/13/2026 | n/a | n/a | 20030977 |
URI United Rentals, Inc. Common Stock (URI) | Purchase Owner: Self | $1,001 - $15,000 | 12/16/2025 | 01/13/2026 | +44.4% vs SPY +32.1% | +28.9% vs SPY +18.8% | 20030977 |
CRM Salesforce, Inc. Common Stock (CRM) | Sale Owner: Self | $1,001 - $15,000 | 12/16/2025 | 01/13/2026 | +12.1% vs SPY +24.4% | +6.6% vs SPY +16.7% | 20030977 |
PINS Pinterest, Inc. Class A Common Stock (PINS) | Sale Owner: Self | $1,001 - $15,000 | 12/16/2025 | 01/13/2026 | +21.0% vs SPY +33.3% | +24.8% vs SPY +34.9% | 20030977 |
ICON Icon Energy Corp. - Common stock (ICON) | Purchase Owner: Self | $1,001 - $15,000 | 12/08/2025 | 01/13/2026 | -75.2% vs SPY -86.8% | -62.3% vs SPY -72.4% | 20030977 |
DVN Devon Energy Corporation Common Stock (DVN) | Purchase Owner: Self | $1,001 - $15,000 | 12/08/2025 | 01/13/2026 | +30.0% vs SPY +18.4% | +28.0% vs SPY +17.8% | 20030977 |
AZN AstraZeneca PLC - American Depositary Shares (AZN) | Purchase Owner: Self | $1,001 - $15,000 | 12/08/2025 | 01/13/2026 | +1.8% vs SPY -9.8% | -3.6% vs SPY -13.7% | 20030977 |
ABBV AbbVie Inc. Common Stock (ABBV) | Sale Owner: Self | $1,001 - $15,000 | 12/08/2025 | 01/13/2026 | -32.0% vs SPY -20.5% | -32.8% vs SPY -22.6% | 20030977 |
WAT Waters Corporation Common Stock (WAT) | Purchase Owner: Self | $1,001 - $15,000 | 12/08/2025 | 01/13/2026 | +17.1% vs SPY +5.6% | +17.0% vs SPY +6.8% | 20030977 |
WBD Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) | Sale Owner: Self | $1,001 - $15,000 | 12/08/2025 | 01/13/2026 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20030977 |
ABT Abbott Laboratories Common Stock (ABT) | Sale Owner: Self | $1,001 - $15,000 | 12/08/2025 | 01/13/2026 | +8.2% vs SPY +19.7% | +10.3% vs SPY +20.4% | 20030977 |
MTD Mettler-Toledo International, Inc. Common Stock (MTD) | Sale Owner: Self | $1,001 - $15,000 | 12/08/2025 | 01/13/2026 | -22.9% vs SPY -11.4% | -14.3% vs SPY -4.2% | 20030977 |
STT State Street Corporation Common Stock (STT) | Sale (partial) Owner: Self | $1,001 - $15,000 | 11/21/2025 | 01/13/2026 | -51.1% vs SPY -35.4% | -27.4% vs SPY -17.3% | 20030977 |
EXR Extra Space Storage Inc Common Stock (EXR) | Sale Owner: Self | $1,001 - $15,000 | 11/03/2025 | 01/13/2026 | -24.7% vs SPY -13.1% | -11.7% vs SPY -1.6% | 20030977 |
KO Coca-Cola Company (KO) | Purchase Owner: Self | $1,001 - $15,000 | 11/03/2025 | 01/13/2026 | +43.2% vs SPY +31.6% | +35.3% vs SPY +25.2% | 20030977 |
CMG Chipotle Mexican Grill, Inc. Common Stock (CMG) | Sale Owner: Self | $1,001 - $15,000 | 11/03/2025 | 01/13/2026 | -5.6% vs SPY +6.0% | +18.1% vs SPY +28.2% | 20030977 |
DIS Walt Disney Company (DIS) | Purchase Owner: Self | $1,001 - $15,000 | 11/03/2025 | 01/13/2026 | +3.3% vs SPY -8.3% | +1.3% vs SPY -8.8% | 20030977 |
SF Stifel Financial Corporation Common Stock (SF) | Purchase Owner: Self | $1,001 - $15,000 | 11/03/2025 | 01/13/2026 | -12.1% vs SPY -23.6% | -18.9% vs SPY -29.0% | 20030977 |
Unmapped US Treasury Note 3/31/2025 | Purchase Owner: Self | $1,001 - $15,000 | 10/25/2025 | 01/13/2026 | n/a | n/a | 20030977 |
UHS Universal Health Services, Inc. Common Stock (UHS) | Purchase Owner: Self | $1,001 - $15,000 | 10/23/2025 | 01/13/2026 | -14.7% vs SPY -28.2% | -10.8% vs SPY -20.9% | 20030977 |
IBM International Business Machines Corporation Common Stock (IBM) | Purchase Owner: Self | $1,001 - $15,000 | 10/22/2025 | 01/13/2026 | -10.8% vs SPY -25.0% | -17.4% vs SPY -27.6% | 20030977 |
AMZN Amazon.com, Inc. - Common Stock (AMZN) | Sale (partial) Owner: Self | $1,001 - $15,000 | 10/22/2025 | 01/13/2026 | -15.0% vs SPY -0.8% | -5.9% vs SPY +4.2% | 20030977 |
RBLX Roblox Corporation Class A Common Stock (RBLX) | Sale Owner: Self | $1,001 - $15,000 | 10/22/2025 | 01/13/2026 | +64.5% vs SPY +78.7% | +45.2% vs SPY +55.3% | 20030977 |
RELX RELX PLC PLC American Depositary Shares (RELX) | Purchase Owner: Self | $1,001 - $15,000 | 10/22/2025 | 01/13/2026 | -13.5% vs SPY -27.7% | -3.4% vs SPY -13.5% | 20030977 |
AVGO Broadcom Inc. - Common Stock (AVGO) | Sale (partial) Owner: Self | $1,001 - $15,000 | 10/16/2025 | 01/13/2026 | +5.5% vs SPY +20.9% | +1.7% vs SPY +11.9% | 20030977 |
SYK Stryker Corporation Common Stock (SYK) | Sale Owner: Self | $1,001 - $15,000 | 10/16/2025 | 01/13/2026 | +15.0% vs SPY +30.4% | +12.8% vs SPY +23.0% | 20030977 |
RBLX Roblox Corporation Class A Common Stock (RBLX) | Purchase Owner: Self | $1,001 - $15,000 | 10/16/2025 | 01/13/2026 | -66.2% vs SPY -81.6% | -45.2% vs SPY -55.3% | 20030977 |
PG Procter & Gamble Company (PG) | Purchase Owner: Self | $1,001 - $15,000 | 10/16/2025 | 01/13/2026 | +12.3% vs SPY -3.2% | +13.9% vs SPY +3.8% | 20030977 |
ADBE Adobe Inc. - Common Stock (ADBE) | Sale Owner: Self | $1,001 - $15,000 | 10/16/2025 | 01/13/2026 | +25.2% vs SPY +40.7% | +19.1% vs SPY +29.3% | 20030977 |
JCI Johnson Controls International plc Ordinary Share (JCI) | Sale Owner: Self | $1,001 - $15,000 | 10/02/2025 | 01/13/2026 | -39.2% vs SPY -25.2% | -34.9% vs SPY -24.7% | 20030977 |
INTU Intuit Inc. - Common Stock (INTU) | Purchase Owner: Self | $1,001 - $15,000 | 10/01/2025 | 01/13/2026 | -48.5% vs SPY -62.5% | -38.4% vs SPY -48.5% | 20030977 |
AMZN Amazon.com, Inc. - Common Stock (AMZN) | Purchase Owner: Self | $1,001 - $15,000 | 10/01/2025 | 01/13/2026 | +13.6% vs SPY -0.4% | +5.9% vs SPY -4.2% | 20030977 |
TW Tradeweb Markets Inc. - Class A Common Stock (TW) | Sale Owner: Self | $1,001 - $15,000 | 10/01/2025 | 01/13/2026 | -17.4% vs SPY -3.4% | -19.7% vs SPY -9.6% | 20030977 |
MU Micron Technology, Inc. - Common Stock (MU) | Sale (partial) Owner: Self | $1,001 - $15,000 | 10/01/2025 | 01/13/2026 | -370.3% vs SPY -356.2% | -156.7% vs SPY -146.6% | 20030977 |
KVUE Kenvue Inc. Common Stock (KVUE) | Sale Owner: Self | $1,001 - $15,000 | 10/01/2025 | 01/13/2026 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20030977 |
INTC Intel Corporation - Common Stock (INTC) | Purchase Owner: Self | $1,001 - $15,000 | 09/22/2025 | 01/13/2026 | +110.5% vs SPY +96.2% | +24.3% vs SPY +14.2% | 20030977 |
GTES Gates Industrial Corporation plc Ordinary Shares (GTES) | Purchase Owner: Self | $1,001 - $15,000 | 09/22/2025 | 01/13/2026 | -3.9% vs SPY -18.3% | +7.8% vs SPY -2.3% | 20030977 |
DY Dycom Industries, Inc. Common Stock (DY) | Purchase Owner: Self | $1,001 - $15,000 | 09/22/2025 | 01/13/2026 | -18.8% vs SPY -33.2% | -35.5% vs SPY -45.7% | 20030977 |
DE Deere & Company Common Stock (DE) | Sale Owner: Self | $1,001 - $15,000 | 09/22/2025 | 01/13/2026 | -44.1% vs SPY -29.7% | -31.0% vs SPY -20.9% | 20030977 |
DLTR Dollar Tree, Inc. - Common Stock (DLTR) | Purchase Owner: Self | $1,001 - $15,000 | 09/17/2025 | 01/13/2026 | +37.1% vs SPY +21.1% | -4.4% vs SPY -14.6% | 20030977 |
MU Micron Technology, Inc. - Common Stock (MU) | Sale (partial) Owner: Self | $1,001 - $15,000 | 09/17/2025 | 01/13/2026 | -435.4% vs SPY -419.4% | -156.7% vs SPY -146.6% | 20030977 |
CMG Chipotle Mexican Grill, Inc. Common Stock (CMG) | Purchase Owner: Self | $1,001 - $15,000 | 08/26/2025 | 01/13/2026 | -21.8% vs SPY -40.3% | -18.1% vs SPY -28.2% | 20030977 |
AIZ Assurant, Inc. Common Stock (AIZ) | Purchase Owner: Self | $1,001 - $15,000 | 08/26/2025 | 01/13/2026 | +40.8% vs SPY +22.2% | +25.7% vs SPY +15.6% | 20030977 |
ACI Albertsons Companies, Inc. Class A Common Stock (ACI) | Sale Owner: Self | $1,001 - $15,000 | 08/26/2025 | 01/13/2026 | +27.8% vs SPY +46.3% | +21.5% vs SPY +31.6% | 20030977 |
HUM Humana Inc. Common Stock (HUM) | Purchase Owner: Self | $1,001 - $15,000 | 08/08/2025 | 01/13/2026 | +59.3% vs SPY +39.3% | +53.9% vs SPY +43.8% | 20030977 |
DINO HF Sinclair Corporation Common Stock (DINO) | Sale (partial) Owner: Self | $1,001 - $15,000 | 08/08/2025 | 01/13/2026 | -171.7% vs SPY -151.7% | -129.4% vs SPY -119.3% | 20030977 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.