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

$2.8M

Unrealized P&L

-$925K

-25.2%

Realized P&L

$2.7M

Open Positions

Performance vs S&P 500

+3.2%

SPY +9.1%

α -5.9%

+3.7%

SPY +6.3%

α -2.6%

+8.3%

SPY +8.2%

α +0.1%

+21.4%

SPY +30.5%

α -9.2%

+14.4%

SPY +79.5%

α -65.1%

-79.1%

SPY +76.5%

α -155.6%

All

-37.9%

SPY +264.7%

α -302.6%

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	$737.36	$821K	29.8%	+148.9%
AMZN	Amazon.com, Inc.	736	$54.67	$273.04	$201K	7.3%	+399.4%
RF	Regions Financial Corporation (NYSE)	6,689	$15.55	$27.77	$186K	6.8%	+78.6%
FOX	Twenty-First Century Fox, Inc. (NASDAQ)	2,924	$29.28	$56.30	$165K	6.0%	+92.3%
BAC	Bank of America Corporation	2,831	$22.17	$51.34	$145K	5.3%	+131.5%
CZR	Caesars Entertainment Corporation	3,625	$7.90	$28.05	$102K	3.7%	+255.1%
DVN	Devon Energy Corporation (NYSE)	2,146	$20.09	$45.77	$98K	3.6%	+127.8%
SU	Suncor Energy Inc.	1,500	$36.29	$64.14	$96K	3.5%	+76.7%
URBN	Urban Outfitters, Inc.	1,142	$22.38	$71.54	$82K	3.0%	+219.7%
CDLX	Cardlytics, Inc.	117,426	$21.00	$0.65	$76K	2.8%	-96.9%
GOOG	Alphabet Inc.	176	$56.48	$397.12	$70K	2.5%	+603.1%
LYV	Live Nation Entertainment, Inc.	423	$34.09	$162.67	$69K	2.5%	+377.2%
SBUX	Starbucks Corporation (NASDAQ)	600	$62.31	$104.85	$63K	2.3%	+68.3%
MOS	The Mosaic Company (NYSE)	1,961	$26.15	$22.61	$44K	1.6%	-13.6%
ALB	Albemarle Corporation	216	$72.24	$205.12	$44K	1.6%	+183.9%
DAL	Delta Air Lines, Inc.	597	$51.67	$73.09	$44K	1.6%	+41.5%
XOM	Exxon Mobil Corporation (NYSE)	286	$68.50	$144.25	$41K	1.5%	+110.6%
KMI	Kinder Morgan, Inc. (NYSE)	1,296	$18.12	$31.52	$41K	1.5%	+73.9%
FDX	FedEx Corporation	102	$146.86	$378.97	$39K	1.4%	+158.1%
GOOGL	Alphabet Inc.	96	$53.29	$400.54	$38K	1.4%	+651.6%
TRP	TransCanada Corporation	570	$39.73	$64.79	$37K	1.3%	+63.1%
DISCA	Discovery Communications, Inc. (NASDAQ)	1,308	$21.90	$23.07	$30K	1.1%	+5.3%
ENB	Enbridge Inc.	447	$29.50	$53.48	$24K	0.9%	+81.3%
CVX	Chevron Corporation	120	$108.66	$181.15	$22K	0.8%	+66.7%
PAGP	Plains GP Holdings, L.P.	872	$5.99	$23.14	$20K	0.7%	+286.4%
PSX	Phillips 66 (NYSE)	112	$71.66	$171.49	$19K	0.7%	+139.3%
PSXP	Phillips 66 Partners LP	446	$62.28	$42.01	$19K	0.7%	-32.5%
HON	Honeywell International Inc.	69	$108.17	$213.17	$15K	0.5%	+97.1%
SLB	Schlumberger Limited	207	$65.99	$53.40	$11K	0.4%	-19.1%
COP	ConocoPhillips	85	$56.98	$113.94	$10K	0.3%	+100.0%
NFLX	Netflix, Inc.	110	$36.30	$87.47	$10K	0.3%	+140.9%
PBA	Pembina Pipeline Corporation	208	$19.69	$45.82	$10K	0.3%	+132.7%
EMR	Emerson Electric Co.	59	$60.03	$140.92	$8K	0.3%	+134.8%
AR	Antero Resources Corporation (NYSE)	222	$36.10	$35.95	$8K	0.3%	-0.4%
KN	Knowles Corporation (NYSE)	224	$13.18	$35.24	$8K	0.3%	+167.4%
RL	Ralph Lauren Corporation	18	$65.40	$357.17	$6K	0.2%	+446.1%
NWSA	News Corporation	192	$9.02	$26.91	$5K	0.2%	+198.4%
NWS	News Corporation	156	$8.14	$31.13	$5K	0.2%	+282.4%
COST	Costco Wholesale Corporation	4	$160.23	$1006.44	$4K	0.1%	+528.1%
BAX	Baxter International Inc. (NYSE)	221	$38.74	$17.89	$4K	0.1%	-53.8%
CTSH	Cognizant Technology Solutions Corporation	74	$50.10	$51.61	$4K	0.1%	+3.0%
NKE	NIKE, Inc.	66	$51.89	$44.07	$3K	0.1%	-15.1%
EAF	GrafTech International Ltd.	261	$91.39	$9.07	$2K	0.1%	-90.1%
BAH	Booz Allen Hamilton Holding Corporation	28	$71.13	$76.63	$2K	0.1%	+7.7%
WES	Western Gas Partners, LP	40	$26.83	$43.55	$2K	0.1%	+62.3%
GIS	General Mills, Inc.	48	$44.37	$34.78	$2K	0.1%	-21.6%
CAT	Caterpillar Inc. (NYSE)	1	$112.34	$896.59	$496	0.0%	+698.1%

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 →