1 year
37.40%
Cumulative estimated return
SPY: 14.60%
Outperformance: 22.80 percentage points
2025-09-15 – 2026-09-15
Missing information
- 25 rows without a saved price.
Katie Britt
Updated Sep 14, 2026Republican · Britt, Katie (Senator)
Wikipedia biography ↗Years Elected: About 3.7Rank: #17
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2023 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
81.62%
Cumulative estimated return
SPY: 70.83%
Outperformance: 10.79 percentage points
2023-09-15 – 2026-09-15
Missing information
- 25 rows without a saved price.
5 years
138.33%
Cumulative estimated return
SPY: 98.05%
Outperformance: 40.28 percentage points
2022-12-30 – 2026-09-15
Missing information
- 25 rows without a saved price.
- Available investment history starts 2022-12-30.
As of Sep 15, 2026. 24 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 |
|---|---|---|---|---|---|---|
| AAPL | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| BRK.B | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| SQ | Spouse | None (or less than $1,001) | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AMZN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| EOG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $153.74Sep 15, 2026 | Unavailable |
| JPM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NVDA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| UPS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $102.35Sep 15, 2026 | Unavailable |
| V | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
| AAPL | Joint | $1,000,001 - $5,000,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| FLO | Joint | None (or less than $1,001) | Unavailable | Unavailable | $6.14Sep 15, 2026 | Unavailable |
| SO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $85.95Sep 15, 2026 | Unavailable |
| AAPL | Self | $100,001 - $250,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| BRK.B | Self | $15,001 - $50,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| SO | Self | $15,001 - $50,000 | Unavailable | Unavailable | $85.95Sep 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 |
|---|---|---|---|
| ONEW - OneWater Marine Inc. - Class A Common Stock | joint | 28.76869965477560414269275029 | 289.70 |
| BRK.B - Berkshire Hathaway Inc. New Common Stock | self | 64.65831095195464040584900030 | 33412.83 |
| BRK.B - Berkshire Hathaway Inc. New Common Stock | spouse | 64.65831095195464040584900030 | 33412.83 |
| Alphabet Cl C | spouse | 20.94404235540742400238211858 | 7150.92 |
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
24 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 |
|---|---|---|---|---|
| JPM — JP Morgan Chase & Company | Spouse | Sale (full) | Jan 28, 2026 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Spouse | Sale (partial) | Nov 7, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc | Spouse | Sale (partial) | Nov 7, 2025 | Sep 11, 2026 |
| GOOG — Alphabet Cl C | Spouse | Sale (partial) | Nov 7, 2025 | Sep 11, 2026 |
| UPS — United Parcel Service | Spouse | Purchase | Nov 7, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com Inc | Spouse | Sale (partial) | Nov 7, 2025 | Sep 11, 2026 |
| V — Visa Inc | Spouse | Purchase | Nov 7, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com Inc | Spouse | Purchase | Apr 30, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc | Spouse | Purchase | Apr 30, 2025 | Sep 11, 2026 |
| UNH — Unitedhealth Group Inc | Spouse | Sale (full) | Apr 30, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Spouse | Purchase | Apr 30, 2025 | Sep 11, 2026 |
| XOM — Exxon Mobil Corp | Spouse | Sale (full) | Apr 30, 2025 | Sep 11, 2026 |
| XOM — Exxon Mobil Corp | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Company | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| GOOG — Alphabet Cl C | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| EOG — EOG Resources, Inc. Common Stock | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com Inc | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| WMT — Walmart Inc | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| V — Visa Inc | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| UNH — Unitedhealth Group Inc | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| ONEW — OneWater Marine Inc. - Class A Common Stock | Joint | Sale (full) | Jul 24, 2024 | Sep 12, 2026 |
All disclosures
15 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.