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

$3.2M

Unrealized P&L

-$473K

-12.9%

Realized P&L

$2.7M

Open Positions

Performance vs S&P 500

+2.9%

SPY +3.7%

α -0.8%

+16.2%

SPY +4.6%

α +11.6%

+20.8%

SPY +11.4%

α +9.4%

+34.1%

SPY +22.3%

α +11.8%

-10.9%

SPY +72.3%

α -83.2%

-73.4%

SPY +74.9%

α -148.3%

All

-27.6%

SPY +282.3%

α -309.9%

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	$772.56	$860K	26.8%	+160.8%
CDLX	Cardlytics, Inc.	117,426	$21.00	$3.66	$430K	13.4%	-82.6%
RF	Regions Financial Corporation (NYSE)	6,689	$15.55	$31.45	$210K	6.6%	+102.2%
AMZN	Amazon.com, Inc.	736	$54.67	$274.11	$202K	6.3%	+401.3%
BAC	Bank of America Corporation	2,831	$22.17	$63.09	$179K	5.6%	+184.5%
FOX	Twenty-First Century Fox, Inc. (NASDAQ)	2,924	$29.28	$56.92	$166K	5.2%	+94.4%
CZR	Caesars Entertainment Corporation	3,625	$7.90	$30.15	$109K	3.4%	+281.7%
DVN	Devon Energy Corporation (NYSE)	2,146	$20.09	$42.85	$92K	2.9%	+113.3%
SU	Suncor Energy Inc.	1,500	$36.29	$60.16	$90K	2.8%	+65.8%
URBN	Urban Outfitters, Inc.	1,142	$22.38	$77.24	$88K	2.8%	+245.1%
LYV	Live Nation Entertainment, Inc.	423	$34.09	$180.32	$76K	2.4%	+429.0%
SBUX	Starbucks Corporation (NASDAQ)	600	$62.31	$106.41	$64K	2.0%	+70.8%
GOOG	Alphabet Inc.	176	$56.48	$354.05	$62K	1.9%	+526.8%
DAL	Delta Air Lines, Inc.	597	$51.67	$91.46	$55K	1.7%	+77.0%
MOS	The Mosaic Company (NYSE)	1,961	$26.15	$23.00	$45K	1.4%	-12.1%
XOM	Exxon Mobil Corporation (NYSE)	286	$68.50	$152.35	$44K	1.4%	+122.4%
KMI	Kinder Morgan, Inc. (NYSE)	1,296	$18.12	$30.89	$40K	1.3%	+70.4%
TRP	TransCanada Corporation	570	$39.73	$63.35	$36K	1.1%	+59.5%
GOOGL	Alphabet Inc.	96	$53.29	$354.73	$34K	1.1%	+565.7%
FDX	FedEx Corporation	102	$146.86	$318.19	$32K	1.0%	+116.7%
DISCA	Discovery Communications, Inc. (NASDAQ)	1,308	$21.90	$23.07	$30K	0.9%	+5.3%
ALB	Albemarle Corporation	216	$72.24	$130.10	$28K	0.9%	+80.1%
ENB	Enbridge Inc.	447	$29.50	$51.52	$23K	0.7%	+74.6%
PSX	Phillips 66 (NYSE)	112	$71.66	$203.39	$23K	0.7%	+183.8%
CVX	Chevron Corporation	120	$108.66	$186.18	$22K	0.7%	+71.3%
PAGP	Plains GP Holdings, L.P.	872	$5.99	$24.77	$22K	0.7%	+313.5%
PSXP	Phillips 66 Partners LP	446	$62.28	$42.01	$19K	0.6%	-32.5%
HON	Honeywell International Inc.	69	$108.17	$245.68	$17K	0.5%	+127.1%
SLB	Schlumberger Limited	207	$65.99	$50.34	$10K	0.3%	-23.7%
COP	ConocoPhillips	85	$56.98	$117.25	$10K	0.3%	+105.8%
PBA	Pembina Pipeline Corporation	208	$19.69	$47.45	$10K	0.3%	+141.0%
EMR	Emerson Electric Co.	59	$60.03	$158.42	$9K	0.3%	+163.9%
KN	Knowles Corporation (NYSE)	224	$13.18	$38.98	$9K	0.3%	+195.8%
NFLX	Netflix, Inc.	110	$36.30	$74.36	$8K	0.3%	+104.8%
AR	Antero Resources Corporation (NYSE)	222	$36.10	$34.76	$8K	0.2%	-3.7%
RL	Ralph Lauren Corporation	18	$65.40	$395.88	$7K	0.2%	+505.3%
BAX	Baxter International Inc. (NYSE)	221	$38.74	$27.75	$6K	0.2%	-28.4%
NWSA	News Corporation	192	$9.02	$28.55	$5K	0.2%	+216.5%
NWS	News Corporation	156	$8.14	$32.49	$5K	0.2%	+299.1%
CTSH	Cognizant Technology Solutions Corporation	74	$50.10	$58.17	$4K	0.1%	+16.1%
COST	Costco Wholesale Corporation	4	$160.23	$947.51	$4K	0.1%	+491.3%
NKE	NIKE, Inc.	66	$51.89	$41.76	$3K	0.1%	-19.5%
BAH	Booz Allen Hamilton Holding Corporation	28	$71.13	$76.67	$2K	0.1%	+7.8%
EAF	GrafTech International Ltd.	261	$91.39	$7.97	$2K	0.1%	-91.3%
WES	Western Gas Partners, LP	40	$26.83	$46.77	$2K	0.1%	+74.3%
GIS	General Mills, Inc.	48	$44.37	$36.84	$2K	0.1%	-17.0%
CAT	Caterpillar Inc. (NYSE)	1	$112.34	$842.48	$466	0.0%	+649.9%

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 →