
Julia Letlow
240 disclosed transactions · Oct 23, 2024 – Feb 20, 2026
$268K – $3.7M
Traded, all time
240 transactions · turnover, not holdings
-12.3%
Portfolio vs S&P 500
62 positions · 57% of securities priced
0%
Household trades
spouse, joint or child
81.7%
Filed late
avg 258 days to disclose
Committees
- Appropriations
- Agriculture, Rural Development, Food and Drug Administration, and Related Agencies
- Labor, Health and Human Services, Education, and Related AgenciesVice Chair
- National Security, Department of State, and Related Programs
- Education and Workforce
What they hold
Julia Letlow
Stock portfolio
$91K – $1.0M in disclosed securities · R-LA · House · 2024 filing

AAPL
MSFTMisc
- AAPL5.9%
- MSFT5.9%
- DINO1.4%
- IR1.4%
- ICE1.4%
- JPM1.4%
- ABT1.4%
- ABBV1.4%
- Misc80%
Disclosed assets
From the annual financial disclosure. Assets only — liabilities are not included.
$818K – $2.9M
Disclosed assets, 2024
96 holdings · filed Aug 13, 2025
- Securities90$951K 51%
- Real estate1$750K 40%
- Cash2$108K 6%
- Retirement2$41K 2%
- Insurance1$8K 0%
Band is the reported range; the line is its midpoint.
Disclosed portfolio vs the market
What the annual reports say they held, valued from Aug 10, 2023.
-12.3%
vs the S&P 500
Portfolio +67.6% · S&P 500 +80.0% · 62 positions
What they trade
Most traded
Transactions
100 most recent of 240 · last 12 months| Asset | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
BXP BXP, Inc. Common Stock | Sell | $1K – $15K | Feb 20, 2026 | Mar 12, 2026 |
TRV The Travelers Companies, Inc. Common Stock | Buy | $1K – $15K | Feb 20, 2026 | Mar 12, 2026 |
DINO HF Sinclair Corporation Common Stock | Sell | $1K – $15K | Feb 20, 2026 | Mar 12, 2026 |
EXE Expand Energy Corporation - Common Stock | Sell | $1K – $15K | Feb 17, 2026 | Mar 12, 2026 |
PEG Public Service Enterprise Group Incorporated Common Stock | Sell | $1K – $15K | Feb 17, 2026 | Mar 12, 2026 |
VST Vistra Corp. Common Stock | Buy | $1K – $15K | Feb 17, 2026 | Mar 12, 2026 |
EXR Extra Space Storage Inc Common Stock | Buy | $1K – $15K | Feb 12, 2026 | Mar 12, 2026 |
ICE Intercontinental Exchange Inc. Common Stock | Sell | $1K – $15K | Feb 12, 2026 | Mar 12, 2026 |
TTWO Take-Two Interactive Software, Inc. - Common Stock | Sell | $1K – $15K | Feb 12, 2026 | Mar 12, 2026 |
REGN Regeneron Pharmaceuticals, Inc. - Common Stock | Buy | $1K – $15K | Feb 12, 2026 | Mar 12, 2026 |
META Meta Platforms, Inc. - Class A Common Stock | Buy | $1K – $15K | Feb 12, 2026 | Mar 12, 2026 |
AVGO Broadcom Inc. - Common Stock | Sell (part) | $1K – $15K | Feb 12, 2026 | Mar 12, 2026 |
ICLR ICON plc - Ordinary Shares | Sell | $1K – $15K | Feb 12, 2026 | Mar 12, 2026 |
T AT&T Inc | Sell | $1K – $15K | Feb 12, 2026 | Mar 12, 2026 |
HUM Humana Inc. Common Stock | Sell | $1K – $15K | Feb 10, 2026 | Mar 12, 2026 |
PEP Pepsico, Inc | Buy | $1K – $15K | Feb 5, 2026 | Mar 12, 2026 |
PM Philip Morris International Inc Common Stock | Sell | $1K – $15K | Feb 5, 2026 | Mar 12, 2026 |
CMI Cummins Inc. Common Stock | Buy | $1K – $15K | Feb 4, 2026 | Mar 12, 2026 |
MMM 3M Company Common Stock | Sell | $1K – $15K | Feb 4, 2026 | Mar 12, 2026 |
BA Boeing Company | Buy | $1K – $15K | Feb 2, 2026 | Mar 12, 2026 |
MKC McCormick & Company, Incorporated Common Stock | Sell | $1K – $15K | Feb 2, 2026 | Mar 12, 2026 |
MSFT Microsoft Corporation - Common Stock | Sell (part) | $1K – $15K | Feb 2, 2026 | Mar 12, 2026 |
AMD Advanced Micro Devices, Inc | Buy | $1K – $15K | Feb 2, 2026 | Mar 12, 2026 |
IBM International Business Machines Corporation Common Stock | Buy | $1K – $15K | Feb 2, 2026 | Mar 12, 2026 |
TSM Taiwan Semiconductor Manufacturing Company Ltd | Buy | $1K – $15K | Feb 2, 2026 | Mar 12, 2026 |
PG Procter & Gamble Company | Buy | $1K – $15K | Feb 2, 2026 | Mar 12, 2026 |
URI United Rentals, Inc. Common Stock | Sell | $1K – $15K | Feb 2, 2026 | Mar 12, 2026 |
DRS Leonardo DRS, Inc. - Common Stock | Buy | $1K – $15K | Feb 2, 2026 | Mar 12, 2026 |
MMM 3M Company Common Stock | Sell (part) | $1K – $15K | Feb 2, 2026 | Mar 12, 2026 |
AAPL Apple Inc. - Common Stock | Buy | $1K – $15K | Feb 2, 2026 | Mar 12, 2026 |
CRM Salesforce, Inc. Common Stock | Sell | $1K – $15K | Feb 2, 2026 | Mar 12, 2026 |
CSCO Cisco Systems, Inc. - Common Stock | Buy | $1K – $15K | Feb 2, 2026 | Mar 12, 2026 |
INTU Intuit Inc. - Common Stock | Sell | $1K – $15K | Feb 2, 2026 | Mar 12, 2026 |
PINS Pinterest, Inc. Class A Common Stock | Sell | $1K – $15K | Dec 16, 2025 | Jan 13, 2026 |
URI United Rentals, Inc. Common Stock | Buy | $1K – $15K | Dec 16, 2025 | Jan 13, 2026 |
CRM Salesforce, Inc. Common Stock | Sell | $1K – $15K | Dec 16, 2025 | Jan 13, 2026 |
MTD Mettler-Toledo International, Inc. Common Stock | Sell | $1K – $15K | Dec 8, 2025 | Jan 13, 2026 |
WAT Waters Corporation Common Stock | Buy | $1K – $15K | Dec 8, 2025 | Jan 13, 2026 |
AZN AstraZeneca PLC - American Depositary Shares | Buy | $1K – $15K | Dec 8, 2025 | Jan 13, 2026 |
ABT Abbott Laboratories Common Stock | Sell | $1K – $15K | Dec 8, 2025 | Jan 13, 2026 |
ICON Icon Energy Corp. - Common stock | Buy | $1K – $15K | Dec 8, 2025 | Jan 13, 2026 |
WBD Warner Bros. Discovery, Inc. - Series A Common Stock | Sell | $1K – $15K | Dec 8, 2025 | Jan 13, 2026 |
DVN Devon Energy Corporation Common Stock | Buy | $1K – $15K | Dec 8, 2025 | Jan 13, 2026 |
ABBV AbbVie Inc. Common Stock | Sell | $1K – $15K | Dec 8, 2025 | Jan 13, 2026 |
STT State Street Corporation Common Stock | Sell (part) | $1K – $15K | Nov 21, 2025 | Jan 13, 2026 |
CMG Chipotle Mexican Grill, Inc. Common Stock | Sell | $1K – $15K | Nov 3, 2025 | Jan 13, 2026 |
SF Stifel Financial Corporation Common Stock | Buy | $1K – $15K | Nov 3, 2025 | Jan 13, 2026 |
DIS Walt Disney Company | Buy | $1K – $15K | Nov 3, 2025 | Jan 13, 2026 |
KO Coca-Cola Company | Buy | $1K – $15K | Nov 3, 2025 | Jan 13, 2026 |
EXR Extra Space Storage Inc Common Stock | Sell | $1K – $15K | Nov 3, 2025 | Jan 13, 2026 |
UHS Universal Health Services, Inc. Common Stock | Buy | $1K – $15K | Oct 23, 2025 | Jan 13, 2026 |
RELX RELX PLC PLC American Depositary Shares | Buy | $1K – $15K | Oct 22, 2025 | Jan 13, 2026 |
RBLX Roblox Corporation Class A Common Stock | Sell | $1K – $15K | Oct 22, 2025 | Jan 13, 2026 |
IBM International Business Machines Corporation Common Stock | Buy | $1K – $15K | Oct 22, 2025 | Jan 13, 2026 |
AMZN Amazon.com, Inc. - Common Stock | Sell (part) | $1K – $15K | Oct 22, 2025 | Jan 13, 2026 |
RBLX Roblox Corporation Class A Common Stock | Buy | $1K – $15K | Oct 16, 2025 | Jan 13, 2026 |
ADBE Adobe Inc. - Common Stock | Sell | $1K – $15K | Oct 16, 2025 | Jan 13, 2026 |
AVGO Broadcom Inc. - Common Stock | Sell (part) | $1K – $15K | Oct 16, 2025 | Jan 13, 2026 |
SYK Stryker Corporation Common Stock | Sell | $1K – $15K | Oct 16, 2025 | Jan 13, 2026 |
PG Procter & Gamble Company | Buy | $1K – $15K | Oct 16, 2025 | Jan 13, 2026 |
JCI Johnson Controls International plc Ordinary Share | Sell | $1K – $15K | Oct 2, 2025 | Jan 13, 2026 |
INTU Intuit Inc. - Common Stock | Buy | $1K – $15K | Oct 1, 2025 | Jan 13, 2026 |
MU Micron Technology, Inc. - Common Stock | Sell (part) | $1K – $15K | Oct 1, 2025 | Jan 13, 2026 |
AMZN Amazon.com, Inc. - Common Stock | Buy | $1K – $15K | Oct 1, 2025 | Jan 13, 2026 |
TW Tradeweb Markets Inc. - Class A Common Stock | Sell | $1K – $15K | Oct 1, 2025 | Jan 13, 2026 |
KVUE Kenvue Inc. Common Stock | Sell | $1K – $15K | Oct 1, 2025 | Jan 13, 2026 |
INTC Intel Corporation - Common Stock | Buy | $1K – $15K | Sep 22, 2025 | Jan 13, 2026 |
GTES Gates Industrial Corporation plc Ordinary Shares | Buy | $1K – $15K | Sep 22, 2025 | Jan 13, 2026 |
DY Dycom Industries, Inc. Common Stock | Buy | $1K – $15K | Sep 22, 2025 | Jan 13, 2026 |
DE Deere & Company Common Stock | Sell | $1K – $15K | Sep 22, 2025 | Jan 13, 2026 |
MU Micron Technology, Inc. - Common Stock | Sell (part) | $1K – $15K | Sep 17, 2025 | Jan 13, 2026 |
DLTR Dollar Tree, Inc. - Common Stock | Buy | $1K – $15K | Sep 17, 2025 | Jan 13, 2026 |
CMG Chipotle Mexican Grill, Inc. Common Stock | Buy | $1K – $15K | Aug 26, 2025 | Jan 13, 2026 |
AIZ Assurant, Inc. Common Stock | Buy | $1K – $15K | Aug 26, 2025 | Jan 13, 2026 |
ACI Albertsons Companies, Inc. Class A Common Stock | Sell | $1K – $15K | Aug 26, 2025 | Jan 13, 2026 |
CF CF Industries Holdings, Inc. Common Stock | Sell | $1K – $15K | Aug 8, 2025 | Jan 13, 2026 |
CNC Centene Corporation Common Stock | Sell | $1K – $15K | Aug 8, 2025 | Jan 13, 2026 |
HUM Humana Inc. Common Stock | Buy | $1K – $15K | Aug 8, 2025 | Jan 13, 2026 |
DINO HF Sinclair Corporation Common Stock | Sell (part) | $1K – $15K | Aug 8, 2025 | Jan 13, 2026 |
GLOB Globant S.A. Common Shares | Sell | $1K – $15K | Aug 8, 2025 | Jan 13, 2026 |
LOW Lowe's Companies, Inc. Common Stock | Buy | $1K – $15K | Aug 8, 2025 | Jan 13, 2026 |
TW Tradeweb Markets Inc. - Class A Common Stock | Buy | $1K – $15K | Jul 29, 2025 | Jan 13, 2026 |
TPR Tapestry, Inc. Common Stock | Sell | $1K – $15K | Jul 29, 2025 | Jan 13, 2026 |
TTWO Take-Two Interactive Software, Inc. - Common Stock | Buy | $1K – $15K | Jul 29, 2025 | Jan 13, 2026 |
AJG Arthur J. Gallagher & Co. Common Stock | Sell | $1K – $15K | Jul 29, 2025 | Jan 13, 2026 |
TMO Thermo Fisher Scientific Inc Common Stock | Buy | $1K – $15K | Jul 25, 2025 | Jan 13, 2026 |
AIG American International Group, Inc. New Common Stock | Sell (part) | $1K – $15K | Jul 25, 2025 | Jan 13, 2026 |
JCI Johnson Controls International plc Ordinary Share | Sell (part) | $1K – $15K | Jul 25, 2025 | Jan 13, 2026 |
BA Boeing Company | Sell (part) | $1K – $15K | Jul 25, 2025 | Jan 13, 2026 |
MTD Mettler-Toledo International, Inc. Common Stock | Buy | $1K – $15K | Jul 25, 2025 | Jan 13, 2026 |
WSM Williams-Sonoma, Inc. Common Stock | Buy | $1K – $15K | Jul 25, 2025 | Jan 13, 2026 |
GLOB Globant S.A. Common Shares | Buy | $1K – $15K | Jul 25, 2025 | Jan 13, 2026 |
EXE Expand Energy Corporation - Common Stock | Sell (part) | $1K – $15K | Jul 25, 2025 | Jan 13, 2026 |
CRM Salesforce, Inc. Common Stock | Buy | $1K – $15K | Jul 25, 2025 | Jan 13, 2026 |
WBD Warner Bros. Discovery, Inc. - Series A Common Stock | Sell (part) | $1K – $15K | Jul 25, 2025 | Jan 13, 2026 |
DGX Quest Diagnostics Incorporated Common Stock | Sell | $1K – $15K | Jul 24, 2025 | Jan 13, 2026 |
V Visa Inc | Buy | $1K – $15K | Jul 24, 2025 | Jan 13, 2026 |
WDAY Workday, Inc. - Class A Common Stock | Sell | $1K – $15K | Jul 24, 2025 | Jan 13, 2026 |
TSM Taiwan Semiconductor Manufacturing Company Ltd | Sell (part) | $1K – $15K | Jul 24, 2025 | Jan 13, 2026 |
GS Goldman Sachs Group, Inc | Sell | $1K – $15K | Jul 24, 2025 | Jan 13, 2026 |