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

$2.0M

Unrealized P&L

-$8K

-0.4%

Realized P&L

Open Positions

Performance vs S&P 500

-5.4%

SPY -0.8%

α -4.6%

-9.0%

SPY +14.0%

α -22.9%

-2.0%

SPY +7.8%

α -9.8%

+3.0%

SPY +24.0%

α -21.0%

-26.5%

SPY +28.0%

α -54.5%

-26.5%

SPY +28.0%

α -54.5%

All

-26.5%

SPY +28.0%

α -54.5%

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	$167.55	$551K	26.9%	+47.1%
OXY	Occidental Petroleum Corp	7,418	$50.55	$51.81	$384K	18.8%	+2.5%
MCD	McDonald's Corp	1,328	$282.31	$270.59	$359K	17.5%	-4.2%
CG	The Carlyle Group Inc	7,452	$50.32	$44.67	$333K	16.2%	-11.2%
ARCC	ARES CAPITAL CORPORATION	16,178	$23.18	$17.91	$290K	14.1%	-22.8%
BITB	Bitwise Bitcoin ETF	3,775	$48.35	$34.92	$132K	6.4%	-27.8%

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 →