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

$2.1M

Unrealized P&L

$989K

+88.4%

Realized P&L

$68K

Open Positions

Performance vs S&P 500

+4.3%

SPY +3.7%

α +0.6%

+4.2%

SPY +4.6%

α -0.4%

+8.6%

SPY +11.4%

α -2.9%

+25.4%

SPY +22.3%

α +3.1%

+63.2%

SPY +72.3%

α -9.1%

+53.2%

SPY +74.9%

α -21.7%

All

+144.8%

SPY +195.6%

α -50.8%

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	$313.23	$173K	8.2%	+256.9%
AMZN	Amazon.com Inc 4.65% Due 12/09/29	576	$112.76	$274.11	$158K	7.5%	+143.1%
ER ERJ	Embraer s.a.	2,341	$10.39	$64.48	$151K	7.2%	+520.5%
NWN	Northwest Natural gas Company	2,868	$44.63	$50.46	$145K	6.9%	+13.1%
GS	goldman sachs group, Inc.	138	$293.38	$1038.91	$143K	6.8%	+254.1%
COHR	Coherent, Inc.	351	$34.56	$375.48	$132K	6.3%	+986.3%
CAT	Caterpillar, Inc.	130	$214.07	$842.48	$110K	5.2%	+293.6%
GOOGL	Alphabet Inc. - Class A (Spouse retirement portfolio)	210	$134.28	$354.73	$74K	3.5%	+164.2%
BAC	Bank of America Corporation	720	$45.13	$63.09	$45K	2.2%	+39.8%
SO	Southern Company	464	$70.05	$93.10	$43K	2.0%	+32.9%
APD	Air Products and Chemicals Inc	141	$227.60	$302.69	$43K	2.0%	+33.0%
TPR	Tapestry, Inc.	257	$31.08	$162.88	$42K	2.0%	+424.1%
VZ	Verizon Communications Inc	882	$36.85	$46.97	$41K	2.0%	+27.4%
ALL	allstate Corporation	139	$115.14	$267.21	$37K	1.8%	+132.1%
WMT	Walmart Inc.	289	$27.69	$111.85	$32K	1.5%	+303.9%
KR	Kroger Company	542	$59.91	$56.68	$31K	1.5%	-5.4%
MCK	McKesson Corporation	34	$116.70	$873.56	$29K	1.4%	+648.5%
AMGN	Amgen Inc.	70	$227.53	$411.21	$29K	1.4%	+80.7%
V	Visa Inc.	79	$202.45	$363.19	$29K	1.4%	+79.4%
BAX	Baxter International Inc. Common Stock	956	$34.01	$27.75	$27K	1.3%	-18.4%
GD	General Dynamics Corporation	67	$156.63	$390.97	$26K	1.2%	+149.6%
SCHW	Charles Schwab Corporation	243	$32.94	$107.40	$26K	1.2%	+226.1%
SNY	Sanofi - ADR Shares	586	$55.50	$43.45	$25K	1.2%	-21.7%
MSFT	Microsoft Corporation	49	$164.51	$501.42	$24K	1.2%	+204.8%
FE FE	FirstEnergy Corp.	488	$32.76	$47.51	$23K	1.1%	+45.0%
MOH	Molina Healthcare Inc	115	$283.81	$196.84	$23K	1.1%	-30.6%
DEO	Diageo PLC	231	$140.53	$96.27	$22K	1.1%	-31.5%
PYPL	PayPal Holdings 4.432%	371	$76.48	$58.90	$22K	1.0%	-23.0%
FDX	FedEx Corporation	62	$149.10	$318.19	$20K	0.9%	+113.4%
SYY	Sysco Corporation	228	$70.11	$84.02	$19K	0.9%	+19.8%
CB	Chubb Limited	53	$151.81	$350.57	$18K	0.9%	+130.9%
STZ	Constellation Brands Inc	135	$241.06	$136.12	$18K	0.9%	-43.5%
RTX	Raytheon Technologies Corp - Stock purchased in error, sold once alerted	82	$97.55	$222.80	$18K	0.9%	+128.4%
AZO	Autozone Inc	6	$1406.60	$3118.35	$18K	0.8%	+121.7%
EMR	Emerson Electric Company	109	$73.14	$158.42	$17K	0.8%	+116.6%
JNJ	Johnson & Johnson	66	$121.47	$257.84	$17K	0.8%	+112.3%
GILD	gilead sciences, Inc.	126	$63.32	$134.04	$17K	0.8%	+111.7%
HPQ	HP Inc.	544	$16.05	$29.80	$16K	0.8%	+85.6%
PFE	Pfizer, Inc.	581	$32.58	$26.70	$16K	0.7%	-18.0%
NKE	Nike, Inc. Common Stock	365	$89.07	$41.76	$15K	0.7%	-53.1%
HP HP	Hp Inc 2.2% Bond	374	$23.72	$36.90	$14K	0.7%	+55.5%
BX	The Blackstone Group Inc. Class A	96	$50.29	$136.88	$13K	0.6%	+172.2%
CARR	Carrier Global Corporation	198	$40.41	$63.73	$13K	0.6%	+57.7%
IN INDA	Ishares MsCI India ETF	236	$33.97	$50.35	$12K	0.6%	+48.2%
VTR	Ventas Inc - Stock purchased in error, sold once alerted	124	$51.31	$92.92	$11K	0.5%	+81.1%
PH PHG	Koninkijke Philips NV NY Registry Shares	418	$19.16	$26.75	$11K	0.5%	+39.7%
HD	Home Depot, Inc.	27	$152.15	$354.91	$10K	0.5%	+133.3%
WY	Weyerhaeuser Company	372	$21.53	$25.71	$10K	0.5%	+19.4%
NEM	Newmont Mining Corporation	81	$32.42	$112.51	$9K	0.4%	+247.0%
QCOM	QUALCOMM Inc	52	$153.10	$166.75	$9K	0.4%	+8.9%
ACN	Accenture plc Class A Ordinary Shares	47	$171.34	$176.07	$8K	0.4%	+2.8%
SIVB	SVB Financial Group	75	$106.04	$106.04	$8K	0.4%	+0.0%
DIS	Walt Disney Company	76	$117.39	$104.91	$8K	0.4%	-10.6%
PO POR	Portland General Electric Co	153	$47.49	$49.23	$8K	0.4%	+3.7%
O	Realty Income Corp REIT	120	$66.92	$62.62	$7K	0.4%	-6.4%
BLK	BlackRock, Inc.	6	$454.44	$1137.99	$7K	0.3%	+150.4%
LW	Lamb Weston Holdings Inc	132	$60.79	$52.37	$7K	0.3%	-13.8%
DOX	amdocs limited - Ordinary shares	116	$68.96	$58.77	$7K	0.3%	-14.8%
MDT	Medtronic plc. Ordinary Shares	66	$100.58	$86.83	$6K	0.3%	-13.7%
ICE	Intercontinental Exchange Inc. / Stock	34	$96.16	$150.62	$5K	0.2%	+56.6%
CSCO	Cisco systems, Inc.	37	$43.46	$120.93	$4K	0.2%	+178.3%
CRM	Salesforce.com Inc	10	$154.55	$192.60	$2K	0.1%	+24.6%
SBUX	Starbucks Corporation	14	$69.90	$106.41	$1K	0.1%	+52.2%
TAP	Molson Coors Brewing Company Class B	28	$63.12	$43.35	$1K	0.1%	-31.3%
LEG	leggett & Platt, Incorporated	46	$41.42	$9.63	$447	0.0%	-76.8%
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 →