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Katie Britt

Katie Britt

REP
Senate · AL
Data as of 5:28 PM UTC
CAGR
+36.3%
Trades
26
Win Rate
79%
Sharpe
0.18
Beta
0.48
Max DD
(47.5%)
CAGR
+36.3%
Trades
26
Win Rate
79%
Sharpe
0.18
Beta
0.48
Max DD
(47.5%)

Katie Britt portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
JPMSellJP Morgan Chase & Company$1K - $15KJan 28, 2026Jan 29, 2026
NVDASellNvidia Corp$1K - $15KNov 7, 2025Jan 26, 2026
AAPLSellApple Inc$1K - $15KNov 7, 2025Jan 26, 2026
GOOGSellAlphabet Cl C$1K - $15KNov 7, 2025Jan 26, 2026
UPSBuyUnited Parcel Service$1K - $15KNov 7, 2025Jan 26, 2026
AMZNSellAmazon.com Inc$1K - $15KNov 7, 2025Jan 26, 2026
VBuyVisa Inc$1K - $15KNov 7, 2025Jan 26, 2026
AMZNBuyAmazon.com Inc$1K - $15KApr 30, 2025Jan 26, 2026
AAPLBuyApple Inc$1K - $15KApr 30, 2025Jan 26, 2026
UNHSellUnitedhealth Group Inc$1K - $15KApr 30, 2025Jan 26, 2026
26 trades

Katie Britt (R-AL) Stock Trades & Portfolio

Katie Britt is a United States Senator from AL affiliated with the Republican Party, serving in the US Senate. Disclosed Capitol tracks 26 disclosed stock trades from Katie Britt, filed under the STOCK Act. The portfolio compounds at 36.3% annualized — 3.9% below the S&P 500 benchmark over the same period, with a 79% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Katie Britt (R-AL) has disclosed 26 trades under the STOCK Act; portfolio CAGR of 36.3% (-3.9% vs. the S&P 500); top tickers traded: NVDA, AAPL, AMZN.

Katie Britt's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: NVDA, AAPL, AMZN. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 36.3% CAGR, -3.9% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Katie Britt's disclosed portfolio value & net worth

Katie Britt's disclosed stock portfolio is valued at approximately $117K across 11 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Katie Britt's total net worth, not a complete measure of it.