Ron Wyden Stock Portfolio

Simulatedⓘ

Democratic · Senate · OR

Ron Wyden'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

$22.9M

Unrealized P&L

$18.6M

+425.9%

Realized P&L

$35K

Open Positions

Performance vs S&P 500

-6.9%

SPY -2.3%

α -4.6%

+17.3%

SPY +13.7%

α +3.6%

+8.0%

SPY +6.2%

α +1.7%

+36.4%

SPY +20.8%

α +15.5%

+183.1%

SPY +70.0%

α +113.1%

+210.3%

SPY +72.0%

α +138.3%

All

+475.5%

SPY +173.8%

α +301.7%

Head-to-head with S&P 500

Live Holdings35 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NVDA	NVIDIA Corporation	69,326	$9.31	$197.28	$13.7M	59.6%	+2018.8%
AAPL	Apple Inc.	5,316	$104.13	$295.03	$1.6M	6.8%	+183.3%
STX	Seagate Technology plc	1,441	$53.69	$971.13	$1.4M	6.1%	+1708.8%
GOOG	Alphabet Inc.	3,230	$68.42	$344.12	$1.1M	4.8%	+402.9%
AMZN	Amazon.com, Inc.	3,292	$124.55	$235.46	$775K	3.4%	+89.0%
MSFT	Microsoft Corporation	2,042	$201.99	$367.72	$751K	3.3%	+82.0%
AMAT	Applied Materials, Inc.	1,184	$63.71	$576.81	$683K	3.0%	+805.3%
VMC	Vulcan Materials Company	1,553	$117.52	$307.69	$478K	2.1%	+161.8%
DHI	D.R. Horton, Inc.	2,149	$68.87	$166.03	$357K	1.6%	+141.1%
OSK	Oshkosh Corporation	1,859	$75.33	$142.55	$265K	1.1%	+89.2%
DIS	The Walt Disney Company	2,381	$113.24	$101.23	$241K	1.1%	-10.6%
PSA	Public Storage	700	$200.08	$318.87	$223K	1.0%	+59.4%
COST	Costco Wholesale Corporation	210	$309.97	$960.08	$201K	0.9%	+209.7%
BERY	Berry Global Group, Inc.	2,655	$40.49	$67.58	$179K	0.8%	+66.9%
F	Ford Motor Company	12,163	$6.00	$13.82	$168K	0.7%	+130.3%
UPS	United Parcel Service, Inc.	1,222	$159.33	$105.45	$129K	0.6%	-33.8%
CSCO	Cisco Systems, Inc.	784	$41.43	$119.19	$93K	0.4%	+187.7%
KLAC	KLA Corporation	381	$217.11	$237.94	$91K	0.4%	+9.6%
MMM	3M Company	496	$131.97	$165.86	$82K	0.4%	+25.7%
QSR	Restaurant Brands International Inc.	875	$46.27	$72.99	$64K	0.3%	+57.7%
V	Visa Inc.	192	$169.44	$332.08	$64K	0.3%	+96.0%
FDX	FedEx Corporation	191	$213.52	$316.63	$61K	0.3%	+48.3%
DPZ	Domino's Pizza, Inc.	202	$371.46	$288.54	$58K	0.3%	-22.3%
SBUX	Starbucks Corporation	540	$75.06	$104.04	$56K	0.2%	+38.6%
MCD	McDonald's Corporation	181	$179.24	$274.42	$50K	0.2%	+53.1%
LOW	Lowe's Companies, Inc.	206	$157.91	$221.15	$46K	0.2%	+40.0%
VAC	Marriott Vacations Worldwide Corporation	289	$98.65	$98.84	$29K	0.1%	+0.2%
MTCH	Match Group, Inc.	578	$109.50	$35.38	$20K	0.1%	-67.7%
LLY	Eli Lilly and Company Common Stock	13	$753.98	$1111.78	$15K	0.1%	+47.5%
COUP	Coupa Software Incorporated	58	$315.94	$80.97	$5K	0.0%	-74.4%
TRIP	TripAdvisor, Inc.	280	$25.49	$12.82	$4K	0.0%	-49.7%
WDAY	Workday, Inc.	27	$229.45	$118.94	$3K	0.0%	-48.2%
XOM	Exxon Mobil Corporation	11	$40.47	$136.56	$1K	0.0%	+237.4%
GRUB	Grubhub Inc.	202	$39.69	$6.07	$1K	0.0%	-84.7%
BYND	Beyond Meat, Inc.	233	$132.69	$0.68	$159	0.0%	-99.5%

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 →