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 2026-07-13. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -1.6% | +0.5% | -2.1% |
| 1 month | +1.0% | +1.8% | -0.8% |
| 1 quarter | +12.9% | +10.0% | +2.9% |
| Year to date | +21.9% | +11.0% | +10.9% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-13). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| DAL | 31,577 | $2.8M | 18.5% |
| CVX | 11,411 | $2M | 13.5% |
| AIG | 11,313 | $903.9K | 6.1% |
| EMR | 10,000 | $1.4M | 9.3% |
| DD | 9,799 | $1.3M | 8.9% |
| AFL | 6,599 | $804.5K | 5.4% |
| PRU | 4,195 | $483.9K | 3.3% |
| AIZ | 2,787 | $777.4K | 5.2% |
| WDC | 2,162 | $1.2M | 8.1% |
| PANW | 1,740 | $574.8K | 3.9% |
| ADM | 1,350 | $110.7K | 0.7% |
| GS | 1,222 | $1.3M | 8.6% |
| UL | 1,106 | $68.3K | 0.5% |
| CAH | 883 | $208.2K | 1.4% |
| MRK | 815 | $101.1K | 0.7% |
| TRV | 736 | $249.4K | 1.7% |
| PG | 670 | $98.5K | 0.7% |
| VMC | 634 | $187.1K | 1.3% |
| KO | 413 | $34.5K | 0.2% |
| PGR | 249 | $58.4K | 0.4% |
| ETN | 232 | $94.6K | 0.6% |
| ABT | 217 | $20K | 0.1% |
| LLY | 121 | $143.6K | 1.0% |
| CME | 68 | $16.7K | 0.1% |
| BABA | 6 | $656 | 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 | Sell | Self | $1M - $5M | 2020-05-22 | 2d |
| 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 | XOM | Sell | Spouse | $50K - $100K | 2020-05-01 | 17d |
| 2020-04-14 | BP | Sell | Spouse | $100K - $250K | 2020-05-01 | 17d |
| 2020-04-14 | BMY | Sell | Spouse | $250K - $500K | 2020-05-01 | 17d |
| 2020-04-14 | CL | Sell | Spouse | $100K - $250K | 2020-05-01 | 17d |
| 2020-04-14 | HIG | Sell | Spouse | $100K - $250K | 2020-05-01 | 17d |
| 2020-04-14 | STT | Sell | Spouse | $250K - $500K | 2020-05-01 | 17d |
| 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 |