Katie Boyd Britt: Stock Portfolio, Performance and Latest Trades
U.S. Senator, AL
R Republican
Trades disclosed26
Bought / sold18 / 8
Est. volume$399.5K
Typical delay271 days
Katie Boyd Britt's estimated portfolio today
Share of the estimated portfolio, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
NVDANvidia Corp | 20.5% | $109.53 | +117% | $237.47 |
VVisa Inc | 14.9% | $332.37 | +12.0% | $372.10 |
AAPLApple Inc | 13.4% | $206.12 | +63.3% | $336.67 |
AMZNAmazon.com Inc | 11.8% | $183.26 | +41.8% | $259.92 |
EOGEOG Resources, Inc. | 9.42% | $102.23 | +41.1% | $144.21 |
MSFTMicrosoft Corp | 9.22% | $383.31 | +38.2% | $529.76 |
WMTWalmart Inc | 7.72% | $93.49 | +15.7% | $108.16 |
UPSUnited Parcel Service | 6.84% | $90.04 | +2.5% | $92.29 |
GOOGAlphabet Cl C | 6.12% | $160.71 | +116% | $347.37 |
Katie Boyd Britt's buys and sells
Aug 25, 2023 to Jan 28, 2026, 22 disclosed after the 45-day deadline.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
JPMSpouseJP Morgan Chase & Company | Sold | $1K–$15K | Jan 28, 2026 | Jan 29, 20261 days later |
NVDASpouseNvidia Corp | Sold part | $1K–$15K | Nov 7, 2025 | Jan 26, 202680 days later · late |
AAPLSpouseApple Inc | Sold part | $1K–$15K | Nov 7, 2025 | Jan 26, 202680 days later · late |
GOOGSpouseAlphabet Cl C | Sold part | $1K–$15K | Nov 7, 2025 | Jan 26, 202680 days later · late |
UPSSpouseUnited Parcel Service | Bought | $1K–$15K | Nov 7, 2025 | Jan 26, 202680 days later · late |
AMZNSpouseAmazon.com Inc | Sold part | $1K–$15K | Nov 7, 2025 | Jan 26, 202680 days later · late |
VSpouseVisa Inc | Bought | $1K–$15K | Nov 7, 2025 | Jan 26, 202680 days later · late |
AMZNSpouseAmazon.com Inc | Bought | $1K–$15K | Apr 30, 2025 | Jan 26, 2026271 days later · late |
AAPLSpouseApple Inc | Bought | $1K–$15K | Apr 30, 2025 | Jan 26, 2026271 days later · late |
UNHSpouseUnitedhealth Group Inc | Sold | $1K–$15K | Apr 30, 2025 | Jan 26, 2026271 days later · late |
NVDASpouseNvidia Corp | Bought | $1K–$15K | Apr 30, 2025 | Jan 26, 2026271 days later · late |
XOMSpouseExxon Mobil Corp | Sold | $1K–$15K | Apr 30, 2025 | Jan 26, 2026271 days later · late |
XOMSpouseExxon Mobil Corp | Bought | $1K–$15K | Apr 14, 2025 | Jan 26, 2026287 days later · late |
JPMSpouseJP Morgan Chase & Company | Bought | $1K–$15K | Apr 14, 2025 | Jan 26, 2026287 days later · late |
GOOGSpouseAlphabet Cl C | Bought | $1K–$15K | Apr 14, 2025 | Jan 26, 2026287 days later · late |
EOGSpouseEOG Resources, Inc. | Bought | $1K–$15K | Apr 14, 2025 | Jan 26, 2026287 days later · late |
AAPLSpouseApple Inc | Bought | $1K–$15K | Apr 14, 2025 | Jan 26, 2026287 days later · late |
AMZNSpouseAmazon.com Inc | Bought | $1K–$15K | Apr 14, 2025 | Jan 26, 2026287 days later · late |
WMTSpouseWalmart Inc | Bought | $1K–$15K | Apr 14, 2025 | Jan 26, 2026287 days later · late |
VSpouseVisa Inc | Bought | $1K–$15K | Apr 14, 2025 | Jan 26, 2026287 days later · late |
MSFTSpouseMicrosoft Corp | Bought | $1K–$15K | Apr 14, 2025 | Jan 26, 2026287 days later · late |
UNHSpouseUnitedhealth Group Inc | Bought | $1K–$15K | Apr 14, 2025 | Jan 26, 2026287 days later · late |
NVDASpouseNvidia Corp | Bought | $1K–$15K | Apr 14, 2025 | Jan 26, 2026287 days later · late |
ONEWJointOneWater Marine Inc. | Sold | $1K–$15K | Jul 24, 2024 | Jul 29, 20245 days later |
181-Fairhope Ave 2023, LLC Company: 181-Fairhope Ave 2023, LLC (Daphne, AL) Description: Investment and development of real property in AlabamaOtherSpouse | Bought | $15K–$50K | Dec 14, 2023 | Dec 15, 20231 days later |
Mack Bayou Townhomes Holdings, LLC - Class A Units Company: Mack Bayou Townhomes Holdings, LLC (Daphne, AL) Description: Investment and development of residential property in FloridaOtherSpouse | Bought | $100K–$250K | Aug 25, 2023 | Sep 18, 202324 days later |
Katie Boyd Britt's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Technology | 43% |
| Financials | 15% |
| Consumer Discretionary | 12% |
| Energy | 9.4% |
| Consumer Staples | 7.7% |
| Industrials | 6.8% |
| Other | 6.1% |
Portfolio performance: Katie Boyd Britt vs. benchmarks
Based on disclosed trades only: what you would have earned copying each trade the day it was disclosed, since Aug 2, 2024. Stocks Katie Boyd Britt already owned before the first tracked trade are not included.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +8.2% | +3.7% |
| S&P 500 | +49.7% | +20.3% |
| Nasdaq-100 | +70.8% | +27.8% |
Katie Boyd Britt's most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
AAPLApple Inc | 2 | 1 |
NVDANvidia Corp | 2 | 1 |
AMZNAmazon.com Inc | 2 | 1 |
UNHUnitedhealth Group Inc | 1 | 1 |
XOMExxon Mobil Corp | 1 | 1 |
VVisa Inc | 2 | 0 |
JPMJP Morgan Chase & Company | 1 | 1 |
GOOGAlphabet Cl C | 1 | 1 |
MSFTMicrosoft Corp | 1 | 0 |
EOGEOG Resources, Inc. | 1 | 0 |
WMTWalmart Inc | 1 | 0 |
ONEWOneWater Marine Inc. | 0 | 1 |
Source: official disclosures filed with the Secretary of the Senate. Each date links to the original filing.