David Perdue Stock Portfolio

Simulatedⓘ

Republican · Senate · GA

David Perdue's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$3.2M

Unrealized P&L

-$469K

-12.7%

Realized P&L

$2.7M

Open Positions

Performance vs S&P 500

+15.2%

SPY -0.8%

α +16.1%

+25.5%

SPY +14.0%

α +11.6%

+23.0%

SPY +7.8%

α +15.2%

+35.1%

SPY +24.0%

α +11.0%

+30.9%

SPY +71.8%

α -40.9%

-81.0%

SPY +76.2%

α -157.2%

All

-27.2%

SPY +268.0%

α -295.2%

Head-to-head with S&P 500

Live Holdings47 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
SPY	SPDR S&P 500 ETF Trust (NYSEArca)	1,113	$296.28	$743.28	$827K	25.8%	+150.9%
CDLX	Cardlytics, Inc.	117,426	$21.00	$5.13	$602K	18.8%	-75.6%
RF	Regions Financial Corporation (NYSE)	6,689	$15.55	$28.73	$192K	6.0%	+84.8%
AMZN	Amazon.com, Inc.	736	$54.67	$233.41	$172K	5.3%	+326.9%
BAC	Bank of America Corporation	2,831	$22.17	$57.23	$162K	5.0%	+158.2%
FOX	Twenty-First Century Fox, Inc. (NASDAQ)	2,924	$29.28	$44.84	$131K	4.1%	+53.1%
CZR	Caesars Entertainment Corporation	3,625	$7.90	$29.29	$106K	3.3%	+270.8%
DVN	Devon Energy Corporation (NYSE)	2,146	$20.09	$42.88	$92K	2.9%	+113.5%
SU	Suncor Energy Inc.	1,500	$36.29	$55.80	$84K	2.6%	+53.8%
URBN	Urban Outfitters, Inc.	1,142	$22.38	$72.91	$83K	2.6%	+225.8%
LYV	Live Nation Entertainment, Inc.	423	$34.09	$169.58	$72K	2.2%	+397.5%
GOOG	Alphabet Inc.	176	$56.48	$348.00	$61K	1.9%	+516.1%
SBUX	Starbucks Corporation (NASDAQ)	600	$62.31	$100.06	$60K	1.9%	+60.6%
DAL	Delta Air Lines, Inc.	597	$51.67	$85.98	$51K	1.6%	+66.4%
MOS	The Mosaic Company (NYSE)	1,961	$26.15	$21.93	$43K	1.3%	-16.2%
KMI	Kinder Morgan, Inc. (NYSE)	1,296	$18.12	$32.17	$42K	1.3%	+77.5%
XOM	Exxon Mobil Corporation (NYSE)	286	$68.50	$138.44	$40K	1.2%	+102.1%
TRP	TransCanada Corporation	570	$39.73	$68.42	$39K	1.2%	+72.2%
ALB	Albemarle Corporation	216	$72.24	$155.77	$34K	1.1%	+115.6%
GOOGL	Alphabet Inc.	96	$53.29	$348.79	$34K	1.0%	+554.5%
FDX	FedEx Corporation	102	$146.86	$327.10	$33K	1.0%	+122.7%
DISCA	Discovery Communications, Inc. (NASDAQ)	1,308	$21.90	$23.07	$30K	0.9%	+5.3%
ENB	Enbridge Inc.	447	$29.50	$54.74	$24K	0.8%	+85.5%
CVX	Chevron Corporation	120	$108.66	$174.97	$21K	0.7%	+61.0%
PAGP	Plains GP Holdings, L.P.	872	$5.99	$23.52	$21K	0.6%	+292.6%
PSXP	Phillips 66 Partners LP	446	$62.28	$42.01	$19K	0.6%	-32.5%
PSX	Phillips 66 (NYSE)	112	$71.66	$167.55	$19K	0.6%	+133.8%
HON	Honeywell International Inc.	69	$108.17	$228.00	$16K	0.5%	+110.8%
SLB	Schlumberger Limited	207	$65.99	$47.53	$10K	0.3%	-28.0%
PBA	Pembina Pipeline Corporation	208	$19.69	$46.52	$10K	0.3%	+136.2%
KN	Knowles Corporation (NYSE)	224	$13.18	$42.61	$10K	0.3%	+223.3%
COP	ConocoPhillips	85	$56.98	$109.48	$9K	0.3%	+92.2%
EMR	Emerson Electric Co.	59	$60.03	$149.46	$9K	0.3%	+149.0%
NFLX	Netflix, Inc.	110	$36.30	$72.97	$8K	0.3%	+101.0%
AR	Antero Resources Corporation (NYSE)	222	$36.10	$33.99	$8K	0.2%	-5.8%
RL	Ralph Lauren Corporation	18	$65.40	$409.45	$7K	0.2%	+526.1%
NWSA	News Corporation	192	$9.02	$24.39	$5K	0.1%	+170.4%
BAX	Baxter International Inc. (NYSE)	221	$38.74	$19.68	$4K	0.1%	-49.2%
NWS	News Corporation	156	$8.14	$27.91	$4K	0.1%	+242.8%
COST	Costco Wholesale Corporation	4	$160.23	$949.01	$4K	0.1%	+492.3%
CTSH	Cognizant Technology Solutions Corporation	74	$50.10	$41.80	$3K	0.1%	-16.6%
NKE	NIKE, Inc.	66	$51.89	$43.23	$3K	0.1%	-16.7%
EAF	GrafTech International Ltd.	261	$91.39	$7.42	$2K	0.1%	-91.9%
BAH	Booz Allen Hamilton Holding Corporation	28	$71.13	$63.74	$2K	0.1%	-10.4%
WES	Western Gas Partners, LP	40	$26.83	$43.02	$2K	0.1%	+60.3%
GIS	General Mills, Inc.	48	$44.37	$33.56	$2K	0.1%	-24.4%
CAT	Caterpillar Inc. (NYSE)	1	$112.34	$1017.31	$563	0.0%	+805.6%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →