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

$2.4M

Unrealized P&L

$309K

+15.0%

Realized P&L

Open Positions

Performance vs S&P 500

-3.6%

SPY +0.6%

α -4.2%

+17.1%

SPY +4.6%

α +12.5%

+4.3%

SPY +21.1%

α -16.8%

+6.5%

SPY +15.8%

α -9.3%

-15.2%

SPY +32.0%

α -47.2%

-15.2%

SPY +32.0%

α -47.2%

All

-15.2%

SPY +32.0%

α -47.2%

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	$256.32	$844K	35.6%	+125.0%
OXY	Occidental Petroleum Corp	7,418	$50.55	$57.45	$426K	18.0%	+13.6%
MCD	McDonald's Corp	1,328	$282.31	$237.51	$315K	13.3%	-15.9%
ARCC	ARES CAPITAL CORPORATION	16,178	$23.18	$19.20	$311K	13.1%	-17.2%
CG	The Carlyle Group Inc	7,452	$50.32	$39.97	$298K	12.6%	-20.6%
BITB	Bitwise Bitcoin ETF	3,775	$48.35	$45.83	$173K	7.3%	-5.2%

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 →