Julia Letlow
Priced from the close on the day the buy was disclosed, the way a mirror would fill. The whole record, winners and losers, is below. See every call
Mirror Julia's portfolio
Your slice adopts the positions below in Julia's proportions and follows every new filing — $9.99/mo, unlimited portfolios.
Every trade is counted from the close on the day it was disclosed, sized to the disclosed proportions, at real prices. Estimates from disclosed ranges; past trades don't guarantee future results.
What Julia has been doing
Busiest month: October 2024, 78 trades. “Since” is the price move from the disclosure day to today; a pop is the stock's best close within 60 days of the buy, against the close the day they bought. Neither is what they made.
What Julia holds
60 positions · net of disclosed trades since Oct 23, 2024| Ticker | Company | Today | Est. position | Weight | Since disclosed |
|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | Apple Inc. - Common Stock | $33K | 5.3% | +29.4% | |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | Taiwan Semiconductor Manufacturing Company Ltd. | $25K | 4.0% | +30.8% | |
| V Visa Inc. | Visa Inc. | $24K | 3.9% | — | |
| PEP Pepsico Inc. | Pepsico Inc. | $16K | 2.6% | — | |
| AMD Advanced Micro Devices, Inc. | Advanced Micro Devices, Inc. | $16K | 2.6% | +168.2% | |
| CSCO Cisco Systems, Inc. - Common Stock | Cisco Systems, Inc. - Common Stock | $16K | 2.6% | +43.0% | |
| IBM International Business Machines Corporation Common Stock | International Business Machines Corporation Common Stock | $16K | 2.6% | −15.8% | |
| MSFT Microsoft Corp | Microsoft Corp | $16K | 2.6% | — | |
| PG Procter & Gamble Company | Procter & Gamble Company | $16K | 2.6% | −0.6% | |
| DIS Walt Disney Company | Walt Disney Company | $16K | 2.6% | — |
Position sizes are netted from Julia's disclosed ranges — Congress reports ranges, not share counts. "Since disclosed" is the price change from the filing day to today.
What Julia sold
56 stocks sold out of- CRMSalesforce, Inc. Common Stock$32K4 sales · Feb 2, 2026
- AVGOBroadcom Inc. - Common Stock$24K3 sales · Feb 12, 2026
- DINOHF Sinclair Corporation Common Stock$16K2 sales · Feb 20, 2026
- EXEExpand Energy Corporation - Common Stock$16K2 sales · Feb 17, 2026
- TAT&T Inc.$16K2 sales · Feb 12, 2026
- MMM3M Company Common Stock$16K2 sales · Feb 4, 2026
- ABBVAbbVie Inc. Common Stock$16K2 sales · Dec 8, 2025
- WBDWarner Bros. Discovery, Inc. - Series A Common Stock$16K2 sales · Dec 8, 2025
- and 48 more in the record below
Sale amounts are the midpoints of the disclosed ranges. A stock sold without a disclosed purchase behind it was held before Julia started filing, or was sold on taking office.
The full record
255 disclosed trades since Oct 23, 2024 · nothing left out- TRVThe Travelers Companies, Inc. Common StockBuy$1K–$15K+24.0%$1K–$15K+24.0%
- BXPBXP, Inc. Common StockSell$1K–$15K+19.8%$1K–$15K+19.8%
- DINOHF Sinclair Corporation Common StockSell$1K–$15K+102.3%$1K–$15K+102.3%
- VSTVistra Corp. Common StockBuy$1K–$15K−11.8%$1K–$15K−11.8%
- PEGPublic Service Enterprise Group Incorporated Common StockSell$1K–$15K−15.4%$1K–$15K−15.4%
- EXEExpand Energy Corporation - Common StockSell$1K–$15K−18.9%$1K–$15K−18.9%
- AVGOBroadcom Inc. - Common Stockpartial saleSell$1K–$15K+6.4%$1K–$15K+6.4%
- REGNRegeneron Pharmaceuticals, Inc. - Common StockBuy$1K–$15K+5.1%$1K–$15K+5.1%
- METAMeta Platforms, Inc. - Class A Common StockBuy$1K–$15K+4.3%$1K–$15K+4.3%
- EXRExtra Space Storage Inc Common StockBuy$1K–$15K−2.5%$1K–$15K−2.5%
- TTWOTake-Two Interactive Software, Inc. - Common StockSell$1K–$15K−1.8%$1K–$15K−1.8%
- TAT&T Inc.Sell$1K–$15K$1K–$15K·
- ICLRICON plc - Ordinary SharesSell$1K–$15K+68.4%$1K–$15K+68.4%
- HUMHumana Inc. Common StockSell$1K–$15K+136.0%$1K–$15K+136.0%
- PEPPepsico, Inc.Buy$1K–$15K$1K–$15K·
- PMPhilip Morris International Inc Common StockSell$1K–$15K+9.7%$1K–$15K+9.7%
- CMICummins Inc. Common StockBuy$1K–$15K−1.2%$1K–$15K−1.2%
- MMM3M Company Common StockSell$1K–$15K+11.3%$1K–$15K+11.3%
- MKCMcCormick & Company, Incorporated Common StockSell$1K–$15K−15.0%$1K–$15K−15.0%
- AAPLApple Inc. - Common StockBuy$1K–$15K+31.4%$1K–$15K+31.4%
- AMDAdvanced Micro Devices, Inc.Buy$1K–$15K+183.1%$1K–$15K+183.1%
- BABoeing CompanyBuy$1K–$15K−3.2%$1K–$15K−3.2%
- CSCOCisco Systems, Inc. - Common StockBuy$1K–$15K+40.9%$1K–$15K+40.9%
- IBMInternational Business Machines Corporation Common StockBuy$1K–$15K−7.3%$1K–$15K−7.3%
- INTUIntuit Inc. - Common StockSell$1K–$15K−30.3%$1K–$15K−30.3%
- DRSLeonardo DRS, Inc. - Common StockBuy$1K–$15K−19.0%$1K–$15K−19.0%
- MSFTMicrosoft Corporation - Common Stockpartial saleSell$1K–$15K$1K–$15K·
- PGProcter & Gamble CompanyBuy$1K–$15K−2.7%$1K–$15K−2.7%
- CRMSalesforce, Inc. Common StockSell$1K–$15K+19.4%$1K–$15K+19.4%
- TSMTaiwan Semiconductor Manufacturing Company Ltd.Buy$1K–$15K+29.1%$1K–$15K+29.1%
- URIUnited Rentals, Inc. Common StockSell$1K–$15K+38.2%$1K–$15K+38.2%
- MMM3M Company Common Stockpartial saleSell$1K–$15K+11.3%$1K–$15K+11.3%
- US Treasury Note 8/15/2034Treasury bills and notesBuy$1K–$15K$1K–$15K·
- US Treasury Note 10/31/2026Treasury bills and notesSell$1K–$15K$1K–$15K·
- PINSPinterest, Inc. Class A Common StockSell$1K–$15K−32.5%$1K–$15K−32.5%
- URIUnited Rentals, Inc. Common StockBuy$1K–$15K+7.8%$1K–$15K+7.8%
- CRMSalesforce, Inc. Common StockSell$1K–$15K−1.3%$1K–$15K−1.3%
- WATWaters Corporation Common StockBuy$1K–$15K+7.0%$1K–$15K+7.0%
- MTDMettler-Toledo International, Inc. Common StockSell$1K–$15K−6.2%$1K–$15K−6.2%
- ABTAbbott Laboratories Common StockSell$1K–$15K−17.4%$1K–$15K−17.4%
Newest filing first. “Since” is the price change from the close on the day the filing was made public to the latest price we have; assets without a public ticker show none. Ranges are what the filer reported; the actual amount and price are not disclosed. Every row links to the filing it came from. This is a public record turned into a table, not a recommendation and not a statement about why anyone traded. Disclosed is not affiliated with Julia Letlow.