Thomas R. Carper Stock Portfolio

Simulatedⓘ

Democratic · Senate · DE

Thomas R. Carper'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

$947K

+93.1%

Realized P&L

$161K

Open Positions

114

Performance vs S&P 500

+3.9%

SPY +3.7%

α +0.2%

+12.9%

SPY +4.6%

α +8.3%

+22.4%

SPY +11.4%

α +10.9%

+47.8%

SPY +22.3%

α +25.5%

+69.6%

SPY +72.3%

α -2.7%

+38.4%

SPY +74.9%

α -36.5%

All

+293.9%

SPY +420.4%

α -126.4%

Head-to-head with S&P 500

Live Holdings114 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
DD	E. I. du Pont de Nemours and Company (NYSE)	2,054	$28.32	$142.21	$292K	14.9%	+402.2%
GLW	Corning Incorporated	708	$25.03	$165.65	$117K	6.0%	+561.8%
CEF	Sprott Physical Gold and Silver Trust	2,642	$15.14	$43.55	$115K	5.9%	+187.6%
PNQI	PowerShares NASDAQ Internet (NASDAQ)	1,747	$13.74	$51.79	$90K	4.6%	+277.0%
LITE	Lumentum Holdings Inc. - Common Stock	92	$86.82	$887.19	$82K	4.2%	+921.9%
FTNT	Fortinet, Inc.	339	$23.62	$158.74	$54K	2.7%	+572.0%
NVDA	NVIDIA Corporation	226	$49.52	$222.97	$50K	2.6%	+350.3%
ABBV	AbbVie Inc. (NYSE)	198	$80.85	$245.56	$49K	2.5%	+203.7%
DELL	Dell Technologies Inc	107	$74.79	$452.67	$48K	2.5%	+505.3%
JPM	JPMorgan Chase & Co.	90	$88.43	$357.85	$32K	1.6%	+304.7%
CVS	CVS Health Corporation	333	$67.18	$95.42	$32K	1.6%	+42.0%
V	Visa Inc.	76	$209.63	$363.19	$28K	1.4%	+73.3%
TMO	Thermo Fisher Scientific Inc.	45	$290.06	$589.85	$27K	1.4%	+103.4%
BMY	Bristol-Myers Squibb Company	399	$60.17	$64.64	$26K	1.3%	+7.4%
VLO	Valero Energy Corporation (NYSE)	80	$129.55	$296.27	$24K	1.2%	+128.7%
NTAP	NetApp, Inc.	122	$65.33	$189.28	$23K	1.2%	+189.7%
CME	CME Group Inc. - Class A Common Stock	86	$185.95	$263.94	$23K	1.2%	+41.9%
DHR	Danaher Corporation	108	$73.94	$204.16	$22K	1.1%	+176.1%
ABT	Abbott Laboratories (NYSE)	184	$69.71	$107.72	$20K	1.0%	+54.5%
SWKS	Skyworks Solutions, Inc.	282	$99.16	$69.65	$20K	1.0%	-29.8%
SQM	Sociedad Quimica y Minera S.A. Common Stock	263	$64.18	$71.58	$19K	1.0%	+11.5%
COR	CoreSite Realty Corporation Common Stock	57	$139.29	$320.47	$18K	0.9%	+130.1%
RTX	Raytheon Technologies Corporation Common Stock	79	$100.65	$222.80	$18K	0.9%	+121.4%
TSM	Taiwan Semiconductor Manufacturing Company Limited	41	$64.89	$418.75	$17K	0.9%	+545.3%
SAND	Sandstorm Gold Ltd. Ordinary Shares (Canada)	1,406	$5.69	$12.12	$17K	0.9%	+113.0%
FLNG	FLEX LNG Ltd. Ordinary Shares	541	$29.58	$30.83	$17K	0.8%	+4.2%
GLPI	Gaming and Leisure Properties, Inc. - Common Stock	350	$45.70	$44.17	$15K	0.8%	-3.4%
LDP	Cohen & Steers Limited Duration Preferred and Inco	739	$24.72	$20.64	$15K	0.8%	-16.5%
SNPS	Synopsys, Inc.	37	$218.51	$415.27	$15K	0.8%	+90.0%
VZ	Verizon Communications Inc.	318	$40.32	$46.97	$15K	0.8%	+16.5%
DLR	Digital Realty Trust, Inc. Common Stock	76	$105.03	$193.96	$15K	0.8%	+84.7%
BSM	Black Stone Minerals, L.P. Common units representi	1,027	$15.58	$14.06	$14K	0.7%	-9.7%
LMRK	Landmark Infrastructure Partners LP	864	$12.11	$16.49	$14K	0.7%	+36.1%
ACIW	ACI Worldwide, Inc.	249	$32.13	$53.79	$13K	0.7%	+67.4%
MANT	ManTech International Corporation	139	$73.26	$95.98	$13K	0.7%	+31.0%
PAAS	Pan American Silver Corp.	260	$30.80	$50.90	$13K	0.7%	+65.3%
RIO	Rio Tinto Group	128	$73.57	$101.18	$13K	0.7%	+37.5%
NVO	Novo Nordisk A/S	270	$29.66	$47.24	$13K	0.7%	+59.3%
FPI	Farmland Partners Inc. Common Stock	1,256	$12.74	$9.93	$12K	0.6%	-22.1%
JNJ	Johnson & Johnson Common Stock	48	$167.10	$257.84	$12K	0.6%	+54.3%
ARNA	Arena Pharmaceuticals, Inc.	123	$64.83	$99.99	$12K	0.6%	+54.2%
NVS	Novartis AG Common Stock	78	$102.54	$156.51	$12K	0.6%	+52.6%
ROK	Rockwell Automation Inc	27	$292.64	$441.06	$12K	0.6%	+50.7%
BSTZ	BlackRock Science and Technology Trust II	400	$20.02	$30.10	$12K	0.6%	+50.4%
WM	Waste Management, Inc. Common Stock	52	$152.54	$227.56	$12K	0.6%	+49.2%
ENB	Enbridge Inc	232	$34.55	$51.52	$12K	0.6%	+49.1%
AGX	Argan, Inc. Common Stock	20	$39.42	$596.05	$12K	0.6%	+1412.0%
AMT	American Tower Corporation (REIT) Common Stock	67	$238.66	$173.25	$12K	0.6%	-27.4%
TSLA	Tesla, Inc.	35	$231.59	$327.11	$11K	0.6%	+41.3%
NP NPK	National Presto Industries, Inc.	80	$99.60	$137.28	$11K	0.6%	+37.8%
D	Dominion Energy Inc	163	$49.19	$67.69	$11K	0.6%	+37.6%
EMR	Emerson Electric Company	69	$115.59	$158.42	$11K	0.6%	+37.0%
BHP	BHP Group Limited American Depositary Shares (Each	119	$67.30	$90.33	$11K	0.6%	+34.2%
DGX	Quest Diagnostics Incorporated	45	$77.45	$238.69	$11K	0.6%	+208.2%
MGM	MGM Resorts International Common Stock	240	$33.28	$44.52	$11K	0.5%	+33.8%
SJ SJR	Shaw Communications, Inc. (NYSE)	351	$22.78	$29.91	$11K	0.5%	+31.3%
RMD	ResMed Inc.	49	$163.93	$210.23	$10K	0.5%	+28.2%
HASI	Hannon Armstrong Sustainable Infrastructure Capita	249	$32.09	$40.77	$10K	0.5%	+27.1%
EQNR	Equinor ASA	259	$30.84	$38.92	$10K	0.5%	+26.2%
NEE	Nextera Energy	119	$67.51	$85.01	$10K	0.5%	+25.9%
JCI	Johnson Controls International plc Ordinary Share	66	$76.56	$152.19	$10K	0.5%	+98.8%
ALTM	Arcadium Lithium Plc	1,702	$4.70	$5.84	$10K	0.5%	+24.3%
ATVI	Activision Blizzard, Inc.	104	$76.81	$94.42	$10K	0.5%	+22.9%
NTR	Nutrien Ltd	147	$54.31	$64.63	$10K	0.5%	+19.0%
NWN	Northwest Natural Gas Company (NYSE)	186	$42.97	$50.46	$9K	0.5%	+17.4%
CWEN	Clearway Energy, Inc.	284	$28.19	$32.73	$9K	0.5%	+16.1%
PEP	PepsiCo, Inc.	65	$123.86	$139.29	$9K	0.5%	+12.5%
BAH	Booz Allen Hamilton Holding Corporation	112	$91.78	$76.67	$9K	0.4%	-16.5%
SNOW	Snowflake Inc. Class A Common Stock	26	$309.79	$329.40	$9K	0.4%	+6.3%
BM BMN	BlackRock 2037 Municipal Target Term Trust Common	319	$25.08	$25.24	$8K	0.4%	+0.6%
LTHM	Livent Corp	485	$16.51	$16.51	$8K	0.4%	+0.0%
RHI	Robert Half International Inc.	177	$45.30	$42.80	$8K	0.4%	-5.5%
MAXR	Maxar Technologies Inc.	142	$26.75	$52.99	$8K	0.4%	+98.1%
RAMP	LiveRamp Holdings, Inc.	192	$41.70	$37.81	$7K	0.4%	-9.3%
KMB	Kimberly-Clark Corp	66	$120.97	$109.62	$7K	0.4%	-9.4%
OXY	Occidental Petroleum Corp	125	$64.24	$55.97	$7K	0.3%	-12.9%
GMAB	Genmab A/S	219	$36.53	$31.29	$7K	0.3%	-14.4%
AES	The Aes Corp	460	$17.40	$14.72	$7K	0.3%	-15.4%
PFE	Pfizer Inc.	252	$31.72	$26.70	$7K	0.3%	-15.8%
ERIC	Telefonaktiebolaget LM Ericsson (publ)	661	$12.11	$10.19	$7K	0.3%	-15.9%
SBUX	Starbucks Corporation	62	$92.70	$106.41	$7K	0.3%	+14.8%
LHX	L3Harris Technologies, Inc.	23	$159.80	$286.65	$7K	0.3%	+79.4%
HRL	Hormel Foods Corporation	260	$30.74	$25.06	$7K	0.3%	-18.5%
KEYS	Keysight Technologies, Inc.	18	$116.17	$339.45	$6K	0.3%	+192.2%
GLAD	Gladstone Capital Corporation	307	$9.90	$19.78	$6K	0.3%	+99.8%
C	Citigroup Inc.	39	$49.45	$134.85	$5K	0.3%	+172.7%
AEE	Ameren Corporation (NYSE)	47	$39.77	$109.19	$5K	0.3%	+174.6%
GOLD	Barrick Gold Corporation	111	$15.27	$43.54	$5K	0.3%	+185.1%
MET	MetLife, Inc.	49	$28.05	$97.51	$5K	0.2%	+247.6%
WW	WW International, Inc.	249	$41.57	$17.67	$4K	0.2%	-57.5%
DIS	The Walt Disney Company	39	$151.94	$104.91	$4K	0.2%	-30.9%
AJRD	Aerojet Rocketdyne Holdings, Inc.	62	$37.54	$57.99	$4K	0.2%	+54.5%
AY	Atlantica Sustainable Infrastructure plc	153	$32.28	$21.99	$3K	0.2%	-31.9%
VIAV	Viavi Solutions Inc.	85	$13.69	$38.92	$3K	0.2%	+184.4%
BRKR	Bruker Corporation	60	$51.04	$53.05	$3K	0.2%	+3.9%
DDOG	Datadog, Inc.	13	$89.09	$236.46	$3K	0.2%	+165.4%
RVNC	Revance Therapeutics, Inc. - Common Stock	758	$10.55	$3.65	$3K	0.1%	-65.4%
FNF	Fidelity National Financial	52	$36.06	$50.32	$3K	0.1%	+39.5%
NTLA	Intellia Therapeutics, Inc.	218	$42.28	$11.97	$3K	0.1%	-71.7%
NUAN	Nuance Communications, Inc.	40	$41.33	$55.45	$2K	0.1%	+34.2%
PYPL	PayPal Holdings, Inc.	37	$109.78	$58.90	$2K	0.1%	-46.4%
SI	Silvergate Capital Corporation Class A Common Stoc	86	$93.26	$20.50	$2K	0.1%	-78.0%
PAGS	PagSeguro Digital Ltd.	188	$42.57	$9.15	$2K	0.1%	-78.5%
FMC	FMC Corp	143	$55.80	$10.63	$2K	0.1%	-80.9%
ATKR	Atkore Inc. Common Stock	15	$122.90	$93.66	$1K	0.1%	-23.8%
LMT	Lockheed Martin Corporation	2	$339.96	$587.24	$1K	0.1%	+72.7%
ARE	Alexandria Real Estate Equities, Inc.	24	$164.14	$49.97	$1K	0.1%	-69.6%
NWL	Newell Brands Inc.	166	$48.28	$5.99	$991	0.1%	-87.6%
RI RIG	Transocean Ltd. (NYSE)	188	$42.55	$5.26	$989	0.1%	-87.6%
ETRN	Equitrans Midstream Corp	70	$10.30	$12.42	$869	0.0%	+20.6%
FAST	Fastenal Company - Common Stock	15	$26.50	$51.80	$757	0.0%	+95.5%
APO	Apollo Global Management, Inc.	4	$57.41	$127.43	$475	0.0%	+122.0%
TSN	Tyson Foods, Inc.	4	$54.15	$58.10	$220	0.0%	+7.3%
CRWD	CrowdStrike Holdings, Inc.	0	$145.72	$212.99	$78	0.0%	+46.2%

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 →