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

$2.3M

Unrealized P&L

$206K

+10.0%

Realized P&L

Open Positions

Performance vs S&P 500

+6.2%

SPY +3.7%

α +2.5%

+3.4%

SPY +4.6%

α -1.2%

+3.0%

SPY +11.4%

α -8.5%

+5.4%

SPY +22.3%

α -16.8%

-18.9%

SPY +33.0%

α -51.9%

-18.9%

SPY +33.0%

α -51.9%

All

-18.9%

SPY +33.0%

α -51.9%

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	$203.39	$669K	29.6%	+78.5%
OXY	Occidental Petroleum Corp	7,418	$50.55	$55.97	$415K	18.4%	+10.7%
MCD	McDonald's Corp	1,328	$282.31	$273.76	$364K	16.1%	-3.0%
CG	The Carlyle Group Inc	7,452	$50.32	$48.16	$359K	15.9%	-4.3%
ARCC	ARES CAPITAL CORPORATION	16,178	$23.18	$19.95	$323K	14.3%	-13.9%
BITB	Bitwise Bitcoin ETF	3,775	$48.35	$35.24	$133K	5.9%	-27.1%

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 →