
RU.S. House·LA-5
Julia Letlow
House Committee on AppropriationsHouse Committee on Education and WorkforceHSAP01HSAP07HSAP04
+$109kest. P&L
$235kcurrent $ held
34trades
21buys
13sells
21/7win/loss
27late (>45d)
Position value over time
Tickers in book
Estimated $ value of each position Julia Letlow has held over time, marked to that day's close. Floored at zero when sells exceed prior buys in our window, since we only see the net trade flow they've disclosed, not their starting portfolio.
Positions
| Ticker | Name | Current $ held | P&L est. | Trades | B / S |
|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Mfg. Co. | $48k | +$24k | 4 | 2 / 2 |
| AMD | Advanced Micro Devices, Inc. | $43k | +$27k | 2 | 2 / 0 |
| AAPL | Apple Inc. | $40k | +$8k | 5 | 3 / 2 |
| INTC | Intel Corporation | $32k | +$24k | 1 | 1 / 0 |
| CSCO | Cisco Systems, Inc. | $26k | +$10k | 2 | 2 / 0 |
| GOOGL | Alphabet Inc. | $18k | +$10k | 1 | 1 / 0 |
| AMZN | Amazon.com, Inc. | $11k | +$3k | 3 | 2 / 1 |
| META | Meta Platforms, Inc. | $10k | +$2k | 5 | 3 / 2 |
| MSFT | Microsoft Corporation | $7k | −$1k | 5 | 3 / 2 |
| AVGO | Broadcom Inc. | $0 | +$4k | 4 | 1 / 3 |
| NVDA | NVIDIA Corporation | $0 | −$1k | 2 | 1 / 1 |
All transactions
| Date | Ticker | Side | Amount | P&L est. | Disclosed | Lag | PTR |
|---|---|---|---|---|---|---|---|
| Feb 12, 2026 | META | buy | $1k–$15k | −$386 | Mar 12, 2026 | 28d | |
| Feb 12, 2026 | AVGO | sell | $1k–$15k | $0 | Mar 12, 2026 | 28d | |
| Feb 2, 2026 | MSFT | sell | $1k–$15k | −$375 | Mar 12, 2026 | 38d | |
| Feb 2, 2026 | AMD | buy | $1k–$15k | +$7k | Mar 12, 2026 | 38d | |
| Feb 2, 2026 | AAPL | buy | $1k–$15k | +$836 | Mar 12, 2026 | 38d | |
| Feb 2, 2026 | CSCO | buy | $1k–$15k | +$3k | Mar 12, 2026 | 38d | |
| Feb 2, 2026 | TSM | buy | $1k–$15k | +$2k | Mar 12, 2026 | 38d | |
| Oct 22, 2025 | AMZN | sell | $1k–$15k | +$1k | Jan 13, 2026 | 83d | |
| Oct 16, 2025 | AVGO | sell | $1k–$15k | +$2k | Jan 13, 2026 | 89d | |
| Oct 1, 2025 | AMZN | buy | $1k–$15k | +$2k | Jan 13, 2026 | 104d | |
| Sep 22, 2025 | INTC | buy | $1k–$15k | +$24k | Jan 13, 2026 | 113d | |
| Jul 24, 2025 | TSM | sell | $1k–$15k | +$1k | Jan 13, 2026 | 173d | |
| Jul 2, 2025 | GOOGL | buy | $1k–$15k | +$10k | Jan 13, 2026 | 195d | |
| Jul 2, 2025 | META | sell | $1k–$15k | +$649 | Jan 13, 2026 | 195d | |
| Jun 17, 2025 | CSCO | buy | $1k–$15k | +$6k | Jan 13, 2026 | 210d | |
| Jun 17, 2025 | AMD | buy | $1k–$15k | +$20k | Jan 13, 2026 | 210d | |
| May 8, 2025 | MSFT | buy | $1k–$15k | −$488 | Jan 13, 2026 | 250d | |
| May 1, 2025 | AAPL | sell | $1k–$15k | −$654 | Jan 13, 2026 | 257d | |
| Feb 7, 2025 | META | sell | $1k–$15k | +$2k | Jan 13, 2026 | 340d | |
| Jan 31, 2025 | NVDA | sell | $1k–$15k | −$1k | Jan 13, 2026 | 347d | |
| Jan 31, 2025 | MSFT | sell | $1k–$15k | −$192 | Jan 13, 2026 | 347d | |
| Jan 31, 2025 | AAPL | buy | $1k–$15k | +$2k | Jan 13, 2026 | 347d | |
| Jan 31, 2025 | META | buy | $1k–$15k | −$240 | Jan 13, 2026 | 347d | |
| Jan 24, 2025 | TSM | sell | $1k–$15k | +$758 | Jan 13, 2026 | 354d | |
| Dec 18, 2024 | AAPL | sell | $1k–$15k | +$558 | Jan 13, 2026 | 391d | |
| Dec 18, 2024 | AVGO | sell | $1k–$15k | +$2k | Jan 13, 2026 | 391d | |
| Dec 6, 2024 | MSFT | buy | $1k–$15k | $0 | Jan 13, 2026 | 403d | |
| Oct 23, 2024 | META | buy | $1k–$15k | $0 | Jan 13, 2026 | 447d | |
| Oct 23, 2024 | NVDA | buy | $1k–$15k | $0 | Jan 13, 2026 | 447d | |
| Oct 23, 2024 | AAPL | buy | $15k–$50k | +$5k | Jan 13, 2026 | 447d | |
| Oct 23, 2024 | MSFT | buy | $1k–$15k | $0 | Jan 13, 2026 | 447d | |
| Oct 23, 2024 | AMZN | buy | $1k–$15k | +$545 | Jan 13, 2026 | 447d | |
| Oct 23, 2024 | AVGO | buy | $1k–$15k | $0 | Jan 13, 2026 | 447d | |
| Oct 23, 2024 | TSM | buy | $15k–$50k | +$20k | Jan 13, 2026 | 447d |