1 year
17.36%
Cumulative estimated return
SPY: 14.60%
Outperformance: 2.76 percentage points
2025-09-15 – 2026-09-15
Missing information
- 15 rows without a saved price.
- 49 sales exceeding observed holdings (unmatched amount omitted).
Julia Letlow
Updated Sep 14, 2026Republican · House LA05
Wikipedia biography ↗Years Elected: About 5.4Rank: #9
Service dates
Federal elected service; earlier service not yet verified.
- Apr 14, 2021 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
90.98%
Cumulative estimated return
SPY: 70.83%
Outperformance: 20.15 percentage points
2023-09-15 – 2026-09-15
Missing information
- 15 rows without a saved price.
- 49 sales exceeding observed holdings (unmatched amount omitted).
5 years
-10.75%
Cumulative estimated return
SPY: 98.05%
Outperformance: -108.80 percentage points
2022-12-30 – 2026-09-15
Missing information
- 15 rows without a saved price.
- 49 sales exceeding observed holdings (unmatched amount omitted).
- Available investment history starts 2022-12-30.
As of Sep 15, 2026. 230 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| CRM | Not reported | None | Unavailable | Unavailable | $255.65Sep 15, 2026 | Unavailable |
| STT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $185.13Sep 15, 2026 | Unavailable |
| SF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $76.82Sep 15, 2026 | Unavailable |
| SYF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $76.06Sep 15, 2026 | Unavailable |
| TSM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TTWO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $211.91Sep 15, 2026 | Unavailable |
| TPR | Not reported | None | Unavailable | Unavailable | $117.11Sep 15, 2026 | Unavailable |
| BK | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| TMO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $641.39Sep 15, 2026 | Unavailable |
| URI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $989.13Sep 15, 2026 | Unavailable |
| VRTX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $514.63Sep 15, 2026 | Unavailable |
| V | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| DIS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $106.42Sep 15, 2026 | Unavailable |
| WBD | Not reported | None | Unavailable | Unavailable | $28.03Sep 15, 2026 | Unavailable |
| WAT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $417.09Sep 15, 2026 | Unavailable |
| WFC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| WELL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $232.76Sep 15, 2026 | Unavailable |
| WSM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $221.47Sep 15, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Merrill Lynch Investment Account #025 ⇒ Alcoa Corporation Common Stock (AA) [ST] | not_reported | 150.5551373729770417764395935 | 7003.82 |
| Merrill Lynch Investment Account #025 ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | not_reported | 93.51841028638223261250730567 | 7105.53 |
| Merrill Lynch Investment Account #025 ⇒ Assurant, Inc. Common Stock (AIZ) [ST] | not_reported | 33.21777039651235208636080548 | 9503.94 |
| Merrill Lynch Investment Account #025 ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | not_reported | 45.58689458689458689458689459 | 7378.24 |
| Booz Allen Hamilton Holding Corporation Common Stock (BAH) [ST] | not_reported | 49.00465515129241700355261546 | 3923.31 |
| The Cigna Group Common Stock (CI) [ST] | not_reported | 5.23719670681706595177998863 | 1513.03 |
| Merrill Lynch Investment Account #025 ⇒ Danaher Corporation Common Stock (DHR) [ST] | not_reported | 34.94889044207583435261226629 | 7316.90 |
| HF Sinclair Corporation Common Stock (DINO) [ST] | not_reported | 16.3794303590146750524109015 | 1838.59 |
| Merrill Lynch Investment Account #025 ⇒ Walt Disney Company (DIS) [ST] | not_reported | 70.32170167882570097565263250 | 7483.64 |
| Merrill Lynch Investment Account #025 ⇒ Duke Energy Corporation (DUK) [ST] | not_reported | 68.25782783038989847282655064 | 8038.72 |
| Merrill Lynch Investment Account #025 ⇒ Devon Energy Corporation Common Stock (DVN) [ST] | not_reported | 218.4138684138684138684138684 | 11211.18 |
| Merrill Lynch Investment Account #025 ⇒ Dycom Industries, Inc. Common Stock (DY) [ST] | not_reported | 23.67712340929269014501331755 | 6685.00 |
| Merrill Lynch Investment Account ⇒ First Horizon Corporation (FHN) [ST] | not_reported | 20.42857142857142857142857143 | 499.89 |
| Merrill Lynch Investment Account #025 ⇒ Gates Industrial Corporation plc Ordinary Shares (GTES) [ST] | not_reported | 372.6362366092221704704238472 | 9502.22 |
| Merrill Lynch Investment Account #025 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | not_reported | 33.17507049261900812738430917 | 6456.20 |
| Public Service Enterprise Group Incorporated Common Stock (PEG) [ST] | not_reported | 7.61997669750511487614373070 | 536.60 |
| Merrill Lynch Investment Account #025 ⇒ Saia, Inc. - Common Stock (SAIA) [ST] | not_reported | 24.50232757564620850177630773 | 8668.92 |
| Schlumberger N.V. Common Stock (SLB) [ST] | not_reported | 16.0285328993339153990032534 | 868.75 |
| Merrill Lynch Investment Account #025 ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | not_reported | 17.64712369860596435503793894 | 9081.74 |
| Merrill Lynch Investment Account #025 ⇒ Waters Corporation Common Stock (WAT) [ST] | not_reported | 21.06337045520364373535529052 | 8785.32 |
| Merrill Lynch Investment Account #025 ⇒ Williams-Sonoma, Inc. Common Stock (WSM) [ST] | not_reported | 44.79814099333669298392967131 | 9921.44 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
424 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| DVN — Devon Energy Corporation Common Stock (DVN) [ST] | Not reported | Purchase | Dec 8, 2025 | Sep 11, 2026 |
| ICON — Icon Energy Corp. - Common stock (ICON) [ST] | Not reported | Purchase | Dec 8, 2025 | Sep 11, 2026 |
| MTD — Mettler-Toledo International, Inc. Common Stock (MTD) [ST] | Not reported | Sale | Dec 8, 2025 | Sep 11, 2026 |
| WBD — Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | Not reported | Sale | Dec 8, 2025 | Sep 11, 2026 |
| WAT — Waters Corporation Common Stock (WAT) [ST] | Not reported | Purchase | Dec 8, 2025 | Sep 11, 2026 |
| STT — Merrill Lynch Investment Account #025 ⇒ State Street Corporation Common Stock (STT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 173 · Annual | Nov 21, 2025 | Sep 14, 2026 |
| STT — State Street Corporation Common Stock (STT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 157 · Ptr | Nov 21, 2025 | Sep 11, 2026 |
| SF — Merrill Lynch Investment Account #025 ⇒ Stifel Financial Corporation Common Stock (SF) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 3, 2025 | Sep 14, 2026 |
| DIS — Merrill Lynch Investment Account #025 ⇒ Walt Disney Company (DIS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 3, 2025 | Sep 14, 2026 |
| KO — Merrill Lynch Investment Account #025 ⇒ Coca-Cola Company (KO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 3, 2025 | Sep 14, 2026 |
| CMG — Merrill Lynch Investment Account #025 ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 3, 2025 | Sep 14, 2026 |
| EXR — Merrill Lynch Investment Account #025 ⇒ Extra Space Storage Inc Common Stock (EXR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 3, 2025 | Sep 14, 2026 |
| CMG — Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Not reported | Sale | Nov 3, 2025 | Sep 11, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Not reported | Purchase | Nov 3, 2025 | Sep 11, 2026 |
| EXR — Extra Space Storage Inc Common Stock (EXR) [ST] | Not reported | Sale | Nov 3, 2025 | Sep 11, 2026 |
| SF — Stifel Financial Corporation Common Stock (SF) [ST] | Not reported | Purchase | Nov 3, 2025 | Sep 11, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Not reported | Purchase | Nov 3, 2025 | Sep 11, 2026 |
| UHS — Universal Health Services, Inc. Common Stock (UHS) [ST] | Not reported | Purchase | Oct 23, 2025 | Sep 11, 2026 |
| IBM — Merrill Lynch Investment Account #025 ⇒ International Business Machines Corporation Common Stock (IBM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Oct 22, 2025 | Sep 14, 2026 |
| RELX — Merrill Lynch Investment Account #025 ⇒ RELX PLC PLC American Depositary Shares (RELX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Oct 22, 2025 | Sep 14, 2026 |
| AMZN — Merrill Lynch Investment Account #025 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 166 · Annual | Oct 22, 2025 | Sep 14, 2026 |
| RBLX — Merrill Lynch Investment Account #025 ⇒ Roblox Corporation Class A Common Stock (RBLX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Oct 22, 2025 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr | Oct 22, 2025 | Sep 11, 2026 |
| IBM — International Business Machines Corporation Common Stock (IBM) [ST] | Not reported | Purchase | Oct 22, 2025 | Sep 11, 2026 |
| RELX — RELX PLC PLC American Depositary Shares (RELX) [ST] | Not reported | Purchase | Oct 22, 2025 | Sep 11, 2026 |
| RBLX — Roblox Corporation Class A Common Stock (RBLX) [ST] | Not reported | Sale | Oct 22, 2025 | Sep 11, 2026 |
| PG — Merrill Lynch Investment Account #025 ⇒ Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Oct 16, 2025 | Sep 14, 2026 |
| RBLX — Merrill Lynch Investment Account #025 ⇒ Roblox Corporation Class A Common Stock (RBLX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Oct 16, 2025 | Sep 14, 2026 |
| ADBE — Merrill Lynch Investment Account #025 ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Oct 16, 2025 | Sep 14, 2026 |
| AVGO — Merrill Lynch Investment Account #025 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 164 · Annual | Oct 16, 2025 | Sep 14, 2026 |
| SYK — Merrill Lynch Investment Account #025 ⇒ Stryker Corporation Common Stock (SYK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Oct 16, 2025 | Sep 14, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Not reported | Sale | Oct 16, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 49 · Ptr | Oct 16, 2025 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | Purchase | Oct 16, 2025 | Sep 11, 2026 |
| RBLX — Roblox Corporation Class A Common Stock (RBLX) [ST] | Not reported | Purchase | Oct 16, 2025 | Sep 11, 2026 |
| SYK — Stryker Corporation Common Stock (SYK) [ST] | Not reported | Sale | Oct 16, 2025 | Sep 11, 2026 |
| JCI — Merrill Lynch Investment Account #025 ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Oct 2, 2025 | Sep 14, 2026 |
| JCI — Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | Sale | Oct 2, 2025 | Sep 11, 2026 |
| AMZN — Merrill Lynch Investment Account #025 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Oct 1, 2025 | Sep 14, 2026 |
| INTU — Merrill Lynch Investment Account #025 ⇒ Intuit Inc. - Common Stock (INTU) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Oct 1, 2025 | Sep 14, 2026 |
| KVUE — Merrill Lynch Investment Account #025 ⇒ Kenvue Inc. Common Stock (KVUE) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Oct 1, 2025 | Sep 14, 2026 |
| MU — Merrill Lynch Investment Account #025 ⇒ Micron Technology, Inc. - Common Stock (MU) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 160 · Annual | Oct 1, 2025 | Sep 14, 2026 |
| TW — Merrill Lynch Investment Account #025 ⇒ Tradeweb Markets Inc. - Class A Common Stock (TW) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Oct 1, 2025 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Purchase | Oct 1, 2025 | Sep 11, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Not reported | Purchase | Oct 1, 2025 | Sep 11, 2026 |
| KVUE — Kenvue Inc. Common Stock (KVUE) [ST] | Not reported | Sale | Oct 1, 2025 | Sep 11, 2026 |
| MU — Micron Technology, Inc. - Common Stock (MU) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 117 · Ptr | Oct 1, 2025 | Sep 11, 2026 |
| TW — Tradeweb Markets Inc. - Class A Common Stock (TW) [ST] | Not reported | Sale | Oct 1, 2025 | Sep 11, 2026 |
| DY — Merrill Lynch Investment Account #025 ⇒ Dycom Industries, Inc. Common Stock (DY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 22, 2025 | Sep 14, 2026 |
| GTES — Merrill Lynch Investment Account #025 ⇒ Gates Industrial Corporation plc Ordinary Shares (GTES) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 22, 2025 | Sep 14, 2026 |
All disclosures
22 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.