Kelly Loeffler
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-06-26. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +11.5% | -1.7% | +13.1% |
| 1 month | +18.7% | -2.2% | +20.8% |
| 1 quarter | +33.2% | +13.8% | +19.4% |
| Year to date | +43.4% | +8.0% | +35.4% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-26). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| DAL | 15,504 | $1.4M | 13.9% |
| DD | 12,117 | $1.7M | 16.3% |
| CVX | 9,514 | $1.6M | 15.9% |
| EMR | 7,865 | $1.1M | 11.1% |
| AIG | 6,168 | $461.7K | 4.5% |
| PRU | 4,311 | $461.4K | 4.5% |
| AFL | 3,300 | $396.5K | 3.9% |
| WDC | 2,162 | $1.5M | 14.2% |
| AIZ | 2,033 | $530.1K | 5.2% |
| ADM | 1,182 | $90.4K | 0.9% |
| PANW | 870 | $255K | 2.5% |
| CAH | 689 | $161.6K | 1.6% |
| UL | 548 | $33.2K | 0.3% |
| MRK | 405 | $50.8K | 0.5% |
| TRV | 371 | $117.9K | 1.2% |
| PG | 335 | $49.8K | 0.5% |
| VMC | 317 | $99.1K | 1.0% |
| KO | 206 | $16.6K | 0.2% |
| PGR | 124 | $26.8K | 0.3% |
| ETN | 116 | $46.7K | 0.5% |
| ABT | 109 | $10.1K | 0.1% |
| CME | 68 | $15.4K | 0.2% |
| LLY | 60 | $68.1K | 0.7% |
| GS | 45 | $46.3K | 0.5% |
| BABA | 3 | $276 | 0.0% |
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
No Electronic Disclosures
No electronically filed annual financial disclosure is available for this member yet.
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2020-09-23 | ICE | Sell | Spouse | $1M - $5M | 2020-10-16 | 23d |
| 2020-09-23 | ICE | Buy | Spouse | $250K - $500K | 2020-10-16 | 23d |
| 2020-07-22 | ICE | Sell | Spouse | $5M - $25M | 2020-08-21 | 30d |
| 2020-05-20 | ICE | Buy | Spouse | $1M - $5M | 2020-05-22 | 2d |
| 2020-05-20 | ICE | Sell | Spouse | $5M - $25M | 2020-05-22 | 2d |
| 2020-04-14 | MO | Sell | Spouse | $15K - $50K | 2020-05-01 | 17d |
| 2020-04-14 | ABBV | Sell | Spouse | $250K - $500K | 2020-05-01 | 17d |
| 2020-04-14 | TGT | Sell | Self | $100K - $250K | 2020-05-01 | 17d |
| 2020-04-14 | STT | Sell | Self | $100K - $250K | 2020-05-01 | 17d |
| 2020-04-14 | SLB | Sell | Self | $15K - $50K | 2020-05-01 | 17d |
| 2020-04-14 | KHC | Sell | Self | $100K - $250K | 2020-05-01 | 17d |
| 2020-04-14 | HIG | Sell | Self | $100K - $250K | 2020-05-01 | 17d |
| 2020-04-14 | CL | Sell | Self | $100K - $250K | 2020-05-01 | 17d |
| 2020-04-14 | CAT | Sell | Self | $100K - $250K | 2020-05-01 | 17d |
| 2020-04-14 | BMY | Sell | Self | $100K - $250K | 2020-05-01 | 17d |
| 2020-04-14 | BP | Sell | Self | $50K - $100K | 2020-05-01 | 17d |
| 2020-04-14 | UTX | Sell | Spouse | $100K - $250K | 2020-05-01 | 17d |
| 2020-04-14 | PRU | Sell | Spouse | $100K - $250K | 2020-05-01 | 17d |
| 2020-04-14 | GS | Sell | Spouse | $100K - $250K | 2020-05-01 | 17d |
| 2020-04-14 | XOM | Sell | Spouse | $50K - $100K | 2020-05-01 | 17d |
| 2020-04-14 | DD | Sell | Spouse | $15K - $50K | 2020-05-01 | 17d |
| 2020-04-14 | DOW | Sell | Spouse | $15K - $50K | 2020-05-01 | 17d |
| 2020-04-14 | DAL | Sell | Spouse | $50K - $100K | 2020-05-01 | 17d |
| 2020-04-14 | CVS | Sell | Spouse | $250K - $500K | 2020-05-01 | 17d |
| 2020-04-14 | CTVA | Sell | Spouse | $15K - $50K | 2020-05-01 | 17d |