Dave McCormick Stock Portfolio

Simulatedⓘ

Republican · Senate · PA

Dave McCormick'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

$2.2M

Unrealized P&L

$113K

+5.5%

Realized P&L

Open Positions

Performance vs S&P 500

-1.4%

SPY +9.1%

α -10.5%

-1.1%

SPY +6.3%

α -7.4%

+4.8%

SPY +8.2%

α -3.4%

+13.9%

SPY +30.5%

α -16.6%

-22.1%

SPY +26.9%

α -49.0%

-22.1%

SPY +26.9%

α -49.0%

All

-22.1%

SPY +26.9%

α -49.0%

Head-to-head with S&P 500

Live Holdings6 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
PSX	Phillips 66	3,291	$113.93	$171.49	$564K	26.0%	+50.5%
OXY	Occidental Petroleum Corp	7,418	$50.55	$53.12	$394K	18.1%	+5.1%
CG	The Carlyle Group Inc	7,452	$50.32	$50.26	$375K	17.3%	-0.1%
MCD	McDonald's Corp	1,328	$282.31	$275.77	$366K	16.9%	-2.3%
ARCC	ARES CAPITAL CORPORATION	16,178	$23.18	$19.00	$307K	14.2%	-18.0%
BITB	Bitwise Bitcoin ETF	3,775	$48.35	$43.49	$164K	7.6%	-10.1%

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 →