Earl Blumenauer Stock Portfolio

Simulatedⓘ

Democratic · House · OR

Earl Blumenauer'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

$2.0M

Unrealized P&L

$895K

+80.0%

Realized P&L

$68K

Open Positions

Performance vs S&P 500

+4.1%

SPY +9.1%

α -5.0%

+3.6%

SPY +6.3%

α -2.6%

+10.8%

SPY +8.2%

α +2.5%

+28.1%

SPY +30.5%

α -2.5%

+66.3%

SPY +79.5%

α -13.2%

+49.2%

SPY +76.5%

α -27.3%

All

+133.6%

SPY +181.9%

α -48.3%

Head-to-head with S&P 500

Live Holdings66 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AAPL	apple Inc.	553	$87.76	$293.70	$162K	8.1%	+234.7%
AMZN	Amazon.com Inc 4.65% Due 12/09/29	576	$112.76	$273.04	$157K	7.8%	+142.2%
ER ERJ	Embraer s.a.	2,341	$10.39	$64.48	$151K	7.5%	+520.5%
NWN	Northwest Natural gas Company	2,868	$44.63	$50.64	$145K	7.2%	+13.5%
GS	goldman sachs group, Inc.	138	$293.38	$936.07	$129K	6.4%	+219.1%
COHR	Coherent, Inc.	351	$34.56	$332.89	$117K	5.8%	+863.1%
CAT	Caterpillar, Inc.	130	$214.07	$896.59	$117K	5.8%	+318.8%
GOOGL	Alphabet Inc. - Class A (Spouse retirement portfolio)	210	$134.28	$400.54	$84K	4.2%	+198.3%
SO	Southern Company	464	$70.05	$92.04	$43K	2.1%	+31.4%
APD	Air Products and Chemicals Inc	141	$227.60	$296.15	$42K	2.1%	+30.1%
VZ	Verizon Communications Inc	882	$36.85	$47.19	$42K	2.1%	+28.1%
WMT	Walmart Inc.	289	$27.69	$130.58	$38K	1.9%	+371.6%
BAC	Bank of America Corporation	720	$45.13	$51.34	$37K	1.8%	+13.8%
KR	Kroger Company	542	$59.91	$65.99	$36K	1.8%	+10.2%
TPR	Tapestry, Inc.	257	$31.08	$132.93	$34K	1.7%	+327.7%
ALL	allstate Corporation	139	$115.14	$213.10	$30K	1.5%	+85.1%
SNY	Sanofi - ADR Shares	586	$55.50	$43.17	$25K	1.3%	-22.2%
V	Visa Inc.	79	$202.45	$318.87	$25K	1.3%	+57.5%
MCK	McKesson Corporation	34	$116.70	$735.14	$25K	1.2%	+529.9%
FDX	FedEx Corporation	62	$149.10	$378.97	$24K	1.2%	+154.2%
GD	General Dynamics Corporation	67	$156.63	$347.04	$23K	1.1%	+121.6%
AMGN	Amgen Inc.	70	$227.53	$330.65	$23K	1.1%	+45.3%
FE FE	FirstEnergy Corp.	488	$32.76	$44.52	$22K	1.1%	+35.9%
SCHW	Charles Schwab Corporation	243	$32.94	$88.61	$22K	1.1%	+169.0%
MOH	Molina Healthcare Inc	115	$283.81	$187.72	$21K	1.1%	-33.9%
MSFT	Microsoft Corporation	49	$164.51	$414.28	$20K	1.0%	+151.8%
AZO	Autozone Inc	6	$1406.60	$3503.33	$20K	1.0%	+149.1%
STZ	Constellation Brands Inc	135	$241.06	$147.44	$20K	1.0%	-38.8%
DEO	Diageo PLC	231	$140.53	$84.34	$20K	1.0%	-40.0%
BAX	Baxter International Inc. Common Stock	956	$34.01	$17.89	$17K	0.8%	-47.4%
PYPL	PayPal Holdings 4.432%	371	$76.48	$45.41	$17K	0.8%	-40.6%
CB	Chubb Limited	53	$151.81	$319.67	$17K	0.8%	+110.6%
SYY	Sysco Corporation	228	$70.11	$72.70	$17K	0.8%	+3.7%
GILD	gilead sciences, Inc.	126	$63.32	$131.16	$17K	0.8%	+107.1%
NKE	Nike, Inc. Common Stock	365	$89.07	$44.07	$16K	0.8%	-50.5%
EMR	Emerson Electric Company	109	$73.14	$140.92	$15K	0.8%	+92.7%
PFE	Pfizer, Inc.	581	$32.58	$25.70	$15K	0.7%	-21.1%
JNJ	Johnson & Johnson	66	$121.47	$221.51	$15K	0.7%	+82.4%
RTX	Raytheon Technologies Corp - Stock purchased in error, sold once alerted	82	$97.55	$176.76	$14K	0.7%	+81.2%
HP HP	Hp Inc 2.2% Bond	374	$23.72	$37.83	$14K	0.7%	+59.5%
CARR	Carrier Global Corporation	198	$40.41	$66.86	$13K	0.7%	+65.5%
HPQ	HP Inc.	544	$16.05	$22.54	$12K	0.6%	+40.4%
BX	The Blackstone Group Inc. Class A	96	$50.29	$123.69	$12K	0.6%	+145.9%
IN INDA	Ishares MsCI India ETF	236	$33.97	$49.80	$12K	0.6%	+46.6%
QCOM	QUALCOMM Inc	52	$153.10	$218.27	$11K	0.6%	+42.6%
PH PHG	Koninkijke Philips NV NY Registry Shares	418	$19.16	$27.20	$11K	0.6%	+42.0%
VTR	Ventas Inc - Stock purchased in error, sold once alerted	124	$51.31	$87.78	$11K	0.5%	+71.1%
NEM	Newmont Mining Corporation	81	$32.42	$116.77	$9K	0.5%	+260.2%
WY	Weyerhaeuser Company	372	$21.53	$23.68	$9K	0.4%	+10.0%
HD	Home Depot, Inc.	27	$152.15	$318.72	$9K	0.4%	+109.5%
ACN	Accenture plc Class A Ordinary Shares	47	$171.34	$180.51	$8K	0.4%	+5.3%
DIS	Walt Disney Company	76	$117.39	$107.75	$8K	0.4%	-8.2%
SIVB	SVB Financial Group	75	$106.04	$106.04	$8K	0.4%	+0.0%
PO POR	Portland General Electric Co	153	$47.49	$48.68	$7K	0.4%	+2.5%
O	Realty Income Corp REIT	120	$66.92	$61.86	$7K	0.4%	-7.6%
DOX	amdocs limited - Ordinary shares	116	$68.96	$63.63	$7K	0.4%	-7.7%
BLK	BlackRock, Inc.	6	$454.44	$1083.61	$7K	0.3%	+138.4%
LW	Lamb Weston Holdings Inc	132	$60.79	$42.17	$6K	0.3%	-30.6%
ICE	Intercontinental Exchange Inc. / Stock	34	$96.16	$156.09	$5K	0.3%	+62.3%
MDT	Medtronic plc. Ordinary Shares	66	$100.58	$76.17	$5K	0.3%	-24.3%
CSCO	Cisco systems, Inc.	37	$43.46	$96.66	$4K	0.2%	+122.4%
CRM	Salesforce.com Inc	10	$154.55	$181.48	$2K	0.1%	+17.4%
SBUX	Starbucks Corporation	14	$69.90	$104.85	$1K	0.1%	+50.0%
TAP	Molson Coors Brewing Company Class B	28	$63.12	$42.61	$1K	0.1%	-32.5%
LEG	leggett & Platt, Incorporated	46	$41.42	$10.05	$467	0.0%	-75.7%
FR FRC	FIRST REPUBLIC BaNK	48	$81.39	$3.51	$166	0.0%	-95.7%

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 →