HOUSE · LA-5 · SINCE 2021
Julia Letlow portfolio
Julia Letlow has represented LA's 5th district in the House since 2021. Committee seats: Appropriations, Education and Workforce. Julia Letlow has disclosed 257 trades (164 purchases, 93 sales); the latest was on Feb 20, 2026. Over the past year the disclosed stock holdings returned +12.1%, against +11.8% for the S&P 500.
RRepublicanParty
Member of HouseRepresents LA
$906KEst. portfolio value
8 months agoLast trade
+12.1%1Y return, from filings
1M return+2.1%S&P 500 -0.3% · 92 positionsOn their trade dates: -2.0%
3M return+3.7%S&P 500 +1.7% · 92 positionsOn their trade dates: +2.9%
YTD return+12.1%S&P 500 +11.4% · 106 positionsOn their trade dates: +22.4%
1Y return+12.1%S&P 500 +11.8% · 106 positionsOn their trade dates: +25.3%
3Y return+12.1%S&P 500 +81.7% · 106 positionsOn their trade dates: +38.7%
Est. value $754K across 56 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| MUMicron Technology, Inc. - Common Stock | $86K | Oct 1, 2025Sale (partial) | $2K–30K2 purchases | $84.37 | +164.72% | $895.10 | 4 |
| AMDAdvanced Micro Devices, Inc. | $49K | Feb 2, 2026Purchase | $2K–30K2 purchases | $167.67 | +147.72% | $517.01 | 2 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | $48K | Feb 2, 2026Purchase | $16K–65K2 purchases | $218.64 | +24.47% | $413.58 | 4 |
| AAPLApple Inc. - Common Stock | $47K | Feb 2, 2026Purchase | $17K–80K3 purchases | $237.32 | +33.50% | $347.32 | 5 |
| WSMWilliams-Sonoma, Inc. Common Stock | $26K | Jul 25, 2025Purchase | $2K–30K2 purchases | $157.11 | +23.17% | $256.30 | 2 |
| CSCOCisco Systems, Inc. - Common Stock | $23K | Feb 2, 2026Purchase | $2K–30K2 purchases | $72.18 | +36.84% | $104.80 | 2 |
| VVisa Inc. | $21K | Jul 24, 2025Purchase | $2K–30K2 purchases | $315.00 | +26.33% | $414.20 | 2 |
| INTCIntel Corporation - Common Stock | $19K | Sep 22, 2025Purchase | $1K–15K1 purchase | $28.76 | +42.08% | $67.19 | 1 |
| PGProcter & Gamble Company | $17K | Feb 2, 2026Purchase | $2K–30K2 purchases | $151.37 | +10.51% | $162.78 | 2 |
| NUENucor Corporation Common Stock | $15K | Oct 23, 2024Purchase | $1K–15K1 purchase | $141.66 | +61.54% | $273.78 | 1 |
| MCKMcKesson Corporation Common Stock | $14K | Dec 18, 2024Purchase | $1K–15K1 purchase | $570.98 | +20.65% | $994.16 | 1 |
| IBMInternational Business Machines Corporation Common Stock | $14K | Feb 2, 2026Purchase | $2K–30K2 purchases | $300.50 | -6.03% | $256.20 | 2 |
| LOWLowe's Companies, Inc. Common Stock | $13K | Aug 8, 2025Purchase | $2K–30K2 purchases | $254.81 | -24.07% | $208.24 | 2 |
| GOOGLAlphabet Inc. - Class A Common Stock | $13K | Jul 2, 2025Purchase | $1K–15K1 purchase | $178.64 | -16.28% | $281.27 | 1 |
| CVXChevron Corporation Common Stock | $13K | Oct 23, 2024Purchase | $1K–15K1 purchase | $150.48 | +43.70% | $235.48 | 1 |
| JPMJP Morgan Chase & Co. Common Stock | $12K | Oct 23, 2024Purchase | $1K–15K1 purchase | $223.41 | +9.41% | $340.15 | 1 |
| PHParker-Hannifin Corporation Common Stock | $12K | Oct 23, 2024Purchase | $1K–15K1 purchase | $629.70 | -1.77% | $921.73 | 1 |
| TMOThermo Fisher Scientific Inc Common Stock | $12K | Jul 25, 2025Purchase | $1K–15K1 purchase | $478.32 | +15.14% | $699.00 | 3 |
| KOCoca-Cola Company | $11K | Nov 3, 2025Purchase | $1K–15K1 purchase | $67.97 | +32.41% | $94.33 | 1 |
| DVNDevon Energy Corporation Common Stock | $11K | Dec 8, 2025Purchase | $1K–15K1 purchase | $37.57 | +40.58% | $51.79 | 1 |
| DLTRDollar Tree, Inc. - Common Stock | $11K | Sep 17, 2025Purchase | $1K–15K1 purchase | $97.78 | -2.37% | $134.12 | 1 |
| AIZAssurant, Inc. Common Stock | $11K | Aug 26, 2025Purchase | $1K–15K1 purchase | $214.24 | +24.80% | $293.30 | 1 |
| TRVThe Travelers Companies, Inc. Common Stock | $11K | Feb 20, 2026Purchase | $1K–15K1 purchase | $304.93 | +32.54% | $400.27 | 1 |
| WFCWells Fargo & Company Common Stock | $10K | Oct 23, 2024Purchase | $1K–15K1 purchase | $64.56 | -10.46% | $83.77 | 1 |
| AMZNAmazon.com, Inc. - Common Stock | $10K | Oct 22, 2025Sale (partial) | $2K–30K2 purchases | $201.08 | -1.30% | $239.45 | 3 |
| PFEPfizer, Inc. Common Stock | $10K | Jun 17, 2025Purchase | $1K–15K1 purchase | $24.00 | +20.50% | $30.31 | 1 |
| PNCPNC Financial Services Group, Inc. | $10K | Oct 23, 2024Purchase | $1K–15K1 purchase | $188.21 | +7.72% | $228.86 | 1 |
| DHRDanaher Corporation Common Stock | $10K | Apr 28, 2025Purchase | $1K–15K1 purchase | $195.91 | -0.96% | $233.30 | 1 |
| VRTXVertex Pharmaceuticals Incorporated - Common Stock | $10K | Oct 23, 2024Purchase | $1K–15K1 purchase | $470.05 | +23.05% | $559.47 | 1 |
| WATWaters Corporation Common Stock | $10K | Dec 8, 2025Purchase | $1K–15K1 purchase | $392.75 | +18.58% | $467.26 | 3 |
| REGNRegeneron Pharmaceuticals, Inc. - Common Stock | $9K | Feb 12, 2026Purchase | $1K–15K1 purchase | $783.65 | +22.54% | $914.90 | 1 |
| MSFTMicrosoft Corporation - Common Stock | $9K | Feb 2, 2026Sale (partial) | $3K–45K3 purchases | $435.30 | +11.02% | $522.53 | 5 |
| BABoeing Company | $9K | Feb 2, 2026Purchase | $2K–30K2 purchases | $187.64 | -22.20% | $173.40 | 3 |
| SYFSynchrony Financial Common Stock | $9K | Jul 2, 2025Purchase | $1K–15K1 purchase | $69.47 | -3.16% | $75.60 | 1 |
| DUKDuke Energy Corporation | $8K | Oct 23, 2024Purchase | $1K–15K1 purchase | $120.57 | +8.48% | $127.35 | 1 |
| EXRExtra Space Storage Inc Common Stock | $8K | Feb 12, 2026Purchase | $1K–15K1 purchase | $144.34 | +7.84% | $151.17 | 3 |
| ICEIntercontinental Exchange Inc. Common Stock | $8K | Oct 23, 2024Purchase | $1K–15K1 purchase | $165.00 | +1.11% | $168.54 | 1 |
| AZNAstraZeneca PLC - American Depositary Shares | $8K | Dec 8, 2025Purchase | $1K–15K1 purchase | $182.56 | -2.27% | $184.72 | 1 |
| HCNWelltower Inc. | $8K | Oct 23, 2024Purchase | $1K–15K1 purchase | $131.77 | — | — | 1 |
| DISWalt Disney Company | $8K | Nov 3, 2025Purchase | $1K–15K1 purchase | $112.12 | -1.12% | $111.72 | 1 |
| GTESGates Industrial Corporation plc Ordinary Shares | $8K | Sep 22, 2025Purchase | $1K–15K1 purchase | $25.57 | +10.13% | $24.68 | 1 |
| METAMeta Platforms, Inc. - Class A Common Stock | $8K | Feb 12, 2026Purchase | $1K–15K1 purchase | $649.81 | -2.16% | $624.41 | 5 |
| AAAlcoa Corporation Common Stock | $8K | Oct 23, 2024Purchase | $1K–15K1 purchase | $41.88 | -39.28% | $39.69 | 1 |
| DRSLeonardo DRS, Inc. - Common Stock | $8K | Feb 2, 2026Purchase | $1K–15K1 purchase | $40.45 | -17.01% | $38.10 | 1 |
| RELXRELX PLC PLC American Depositary Shares | $7K | Oct 22, 2025Purchase | $1K–15K1 purchase | $46.80 | -4.65% | $40.23 | 1 |
| SFStifel Financial Corporation Common Stock | $7K | Nov 3, 2025Purchase | $1K–15K1 purchase | $79.42 | -22.14% | $67.07 | 1 |
| CMICummins Inc. Common Stock | $7K | Feb 4, 2026Purchase | $1K–15K1 purchase | $605.63 | -5.16% | $510.94 | 1 |
| UHSUniversal Health Services, Inc. Common Stock | $7K | Oct 23, 2025Purchase | $1K–15K1 purchase | $208.63 | -12.81% | $175.96 | 1 |
| SAIASaia, Inc. - Common Stock | $7K | Oct 23, 2024Purchase | $1K–15K1 purchase | $412.89 | -3.70% | $343.39 | 1 |
| DYDycom Industries, Inc. Common Stock | $7K | Sep 22, 2025Purchase | $1K–15K1 purchase | $281.14 | -34.77% | $232.81 | 1 |
| PEPPepsico, Inc. | $7K | Feb 5, 2026Purchase | $1K–15K1 purchase | $167.53 | -13.63% | $137.21 | 1 |
| VSTVistra Corp. Common Stock | $6K | Feb 17, 2026Purchase | $1K–15K1 purchase | $173.68 | -13.10% | $138.67 | 1 |
| BAHBooz Allen Hamilton Holding Corporation Common Stock | $4K | Oct 23, 2024Purchase | $1K–15K1 purchase | $163.26 | -7.26% | $88.39 | 1 |
| STTState Street Corporation Common Stock | $2K | Nov 21, 2025Sale (partial) | $1K–15K1 purchase | $97.43 | +28.04% | $170.05 | 2 |
| ICONIcon Energy Corp. - Common stock | $2K | Dec 8, 2025Purchase | $1K–15K1 purchase | $4.08 | -62.54% | $0.97 | 1 |
| AIGAmerican International Group, Inc. New Common Stock | $158.52 | Jul 25, 2025Sale (partial) | $1K–15K1 purchase | $78.57 | +12.74% | $81.50 | 2 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.