David Perdue Stock Portfolio

Simulatedⓘ

Republican · Senate · GA

David Perdue'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

$3.1M

Unrealized P&L

-$569K

-15.5%

Realized P&L

$2.7M

Open Positions

Performance vs S&P 500

-5.8%

SPY +0.6%

α -6.3%

-2.7%

SPY +4.6%

α -7.2%

+22.6%

SPY +21.1%

α +1.5%

+18.7%

SPY +15.8%

α +2.9%

-8.8%

SPY +80.3%

α -89.1%

-76.9%

SPY +73.0%

α -149.9%

All

-29.9%

SPY +279.6%

α -309.5%

Head-to-head with S&P 500

Live Holdings47 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
SPY	SPDR S&P 500 ETF Trust (NYSEArca)	1,113	$296.28	$767.54	$854K	27.5%	+159.1%
CDLX	Cardlytics, Inc.	117,426	$21.00	$3.46	$407K	13.1%	-83.5%
RF	Regions Financial Corporation (NYSE)	6,689	$15.55	$27.50	$184K	5.9%	+76.8%
AMZN	Amazon.com, Inc.	736	$54.67	$249.47	$184K	5.9%	+356.3%
FOX	Twenty-First Century Fox, Inc. (NASDAQ)	2,924	$29.28	$56.96	$167K	5.4%	+94.5%
BAC	Bank of America Corporation	2,831	$22.17	$55.93	$158K	5.1%	+152.3%
CZR	Caesars Entertainment Corporation	3,625	$7.90	$29.61	$107K	3.5%	+274.8%
DVN	Devon Energy Corporation (NYSE)	2,146	$20.09	$48.12	$103K	3.3%	+139.5%
SU	Suncor Energy Inc.	1,500	$36.29	$68.17	$102K	3.3%	+87.8%
URBN	Urban Outfitters, Inc.	1,142	$22.38	$74.53	$85K	2.7%	+233.0%
LYV	Live Nation Entertainment, Inc.	423	$34.09	$169.97	$72K	2.3%	+398.7%
GOOG	Alphabet Inc.	176	$56.48	$334.82	$59K	1.9%	+492.8%
SBUX	Starbucks Corporation (NASDAQ)	600	$62.31	$93.27	$56K	1.8%	+49.7%
DAL	Delta Air Lines, Inc.	597	$51.67	$81.64	$49K	1.6%	+58.0%
MOS	The Mosaic Company (NYSE)	1,961	$26.15	$24.48	$48K	1.5%	-6.4%
XOM	Exxon Mobil Corporation (NYSE)	286	$68.50	$161.18	$46K	1.5%	+135.3%
KMI	Kinder Morgan, Inc. (NYSE)	1,296	$18.12	$31.38	$41K	1.3%	+73.1%
TRP	TransCanada Corporation	570	$39.73	$60.35	$34K	1.1%	+51.9%
GOOGL	Alphabet Inc.	96	$53.29	$338.11	$32K	1.0%	+534.5%
DISCA	Discovery Communications, Inc. (NASDAQ)	1,308	$21.90	$23.07	$30K	1.0%	+5.3%
FDX	FedEx Corporation	102	$146.86	$292.87	$30K	1.0%	+99.4%
PSX	Phillips 66 (NYSE)	112	$71.66	$256.32	$29K	0.9%	+257.7%
CVX	Chevron Corporation	120	$108.66	$205.31	$25K	0.8%	+89.0%
ALB	Albemarle Corporation	216	$72.24	$114.14	$25K	0.8%	+58.0%
PAGP	Plains GP Holdings, L.P.	872	$5.99	$26.77	$23K	0.8%	+346.9%
ENB	Enbridge Inc.	447	$29.50	$47.88	$21K	0.7%	+62.3%
PSXP	Phillips 66 Partners LP	446	$62.28	$42.01	$19K	0.6%	-32.5%
HON	Honeywell International Inc.	69	$108.17	$212.54	$15K	0.5%	+96.5%
COP	ConocoPhillips	85	$56.98	$128.13	$11K	0.3%	+124.9%
SLB	Schlumberger Limited	207	$65.99	$51.87	$11K	0.3%	-21.4%
PBA	Pembina Pipeline Corporation	208	$19.69	$45.81	$10K	0.3%	+132.7%
EMR	Emerson Electric Co.	59	$60.03	$154.53	$9K	0.3%	+157.4%
KN	Knowles Corporation (NYSE)	224	$13.18	$36.73	$8K	0.3%	+178.7%
AR	Antero Resources Corporation (NYSE)	222	$36.10	$35.73	$8K	0.3%	-1.0%
NFLX	Netflix, Inc.	110	$36.30	$71.45	$8K	0.3%	+96.8%
RL	Ralph Lauren Corporation	18	$65.40	$340.54	$6K	0.2%	+420.7%
NWSA	News Corporation	192	$9.02	$28.18	$5K	0.2%	+212.5%
BAX	Baxter International Inc. (NYSE)	221	$38.74	$23.59	$5K	0.2%	-39.1%
NWS	News Corporation	156	$8.14	$31.20	$5K	0.2%	+283.4%
CTSH	Cognizant Technology Solutions Corporation	74	$50.10	$59.27	$4K	0.1%	+18.3%
COST	Costco Wholesale Corporation	4	$160.23	$904.59	$4K	0.1%	+464.6%
EAF	GrafTech International Ltd.	261	$91.39	$11.63	$3K	0.1%	-87.3%
NKE	NIKE, Inc.	66	$51.89	$35.63	$2K	0.1%	-31.3%
BAH	Booz Allen Hamilton Holding Corporation	28	$71.13	$75.80	$2K	0.1%	+6.6%
WES	Western Gas Partners, LP	40	$26.83	$45.76	$2K	0.1%	+70.5%
GIS	General Mills, Inc.	48	$44.37	$35.59	$2K	0.1%	-19.8%
CAT	Caterpillar Inc. (NYSE)	1	$112.34	$814.55	$450	0.0%	+625.1%

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 →