Earl Blumenauer Stock Portfolio

Simulatedⓘ

Democratic · House · OR

Earl Blumenauer'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

$866K

+77.5%

Realized P&L

$68K

Open Positions

Performance vs S&P 500

-3.7%

SPY +0.6%

α -4.3%

-2.1%

SPY +4.6%

α -6.7%

+8.0%

SPY +21.1%

α -13.1%

+13.4%

SPY +15.8%

α -2.4%

+60.4%

SPY +80.3%

α -19.9%

+43.5%

SPY +73.0%

α -29.5%

All

+130.2%

SPY +193.5%

α -63.3%

Head-to-head with S&P 500

Live Holdings66 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AAPL	apple Inc.	553	$87.76	$336.40	$186K	9.4%	+283.3%
ER ERJ	Embraer s.a.	2,341	$10.39	$64.48	$151K	7.6%	+520.5%
AMZN	Amazon.com Inc 4.65% Due 12/09/29	576	$112.76	$249.47	$144K	7.2%	+121.3%
NWN	Northwest Natural gas Company	2,868	$44.63	$47.36	$136K	6.8%	+6.1%
GS	goldman sachs group, Inc.	138	$293.38	$937.32	$129K	6.5%	+219.5%
CAT	Caterpillar, Inc.	130	$214.07	$814.55	$106K	5.3%	+280.5%
COHR	Coherent, Inc.	351	$34.56	$299.85	$105K	5.3%	+767.5%
GOOGL	Alphabet Inc. - Class A (Spouse retirement portfolio)	210	$134.28	$338.11	$71K	3.6%	+151.8%
VZ	Verizon Communications Inc	882	$36.85	$46.60	$41K	2.1%	+26.5%
APD	Air Products and Chemicals Inc	141	$227.60	$287.61	$41K	2.0%	+26.4%
BAC	Bank of America Corporation	720	$45.13	$55.93	$40K	2.0%	+23.9%
SO	Southern Company	464	$70.05	$83.30	$39K	1.9%	+18.9%
WMT	Walmart Inc.	289	$27.69	$110.39	$32K	1.6%	+298.6%
KR	Kroger Company	542	$59.91	$58.08	$32K	1.6%	-3.1%
ALL	allstate Corporation	139	$115.14	$226.10	$31K	1.6%	+96.4%
MCK	McKesson Corporation	34	$116.70	$884.46	$30K	1.5%	+657.9%
AMGN	Amgen Inc.	70	$227.53	$408.01	$29K	1.4%	+79.3%
V	Visa Inc.	79	$202.45	$361.19	$29K	1.4%	+78.4%
TPR	Tapestry, Inc.	257	$31.08	$110.78	$29K	1.4%	+256.4%
SNY	Sanofi - ADR Shares	586	$55.50	$41.63	$24K	1.2%	-25.0%
MSFT	Microsoft Corporation	49	$164.51	$499.77	$24K	1.2%	+203.8%
SCHW	Charles Schwab Corporation	243	$32.94	$99.72	$24K	1.2%	+202.7%
GD	General Dynamics Corporation	67	$156.63	$343.76	$23K	1.2%	+119.5%
BAX	Baxter International Inc. Common Stock	956	$34.01	$23.59	$23K	1.1%	-30.6%
MOH	Molina Healthcare Inc	115	$283.81	$188.13	$22K	1.1%	-33.7%
FE FE	FirstEnergy Corp.	488	$32.76	$43.70	$21K	1.1%	+33.4%
DEO	Diageo PLC	231	$140.53	$86.07	$20K	1.0%	-38.8%
PYPL	PayPal Holdings 4.432%	371	$76.48	$52.55	$20K	1.0%	-31.3%
GILD	gilead sciences, Inc.	126	$63.32	$150.25	$19K	1.0%	+137.3%
FDX	FedEx Corporation	62	$149.10	$292.87	$18K	0.9%	+96.4%
JNJ	Johnson & Johnson	66	$121.47	$268.61	$18K	0.9%	+121.1%
SYY	Sysco Corporation	228	$70.11	$77.42	$18K	0.9%	+10.4%
CB	Chubb Limited	53	$151.81	$334.92	$18K	0.9%	+120.6%
HPQ	HP Inc.	544	$16.05	$32.23	$18K	0.9%	+100.7%
EMR	Emerson Electric Company	109	$73.14	$154.53	$17K	0.8%	+111.3%
PFE	Pfizer, Inc.	581	$32.58	$28.09	$16K	0.8%	-13.8%
AZO	Autozone Inc	6	$1406.60	$2853.78	$16K	0.8%	+102.9%
RTX	Raytheon Technologies Corp - Stock purchased in error, sold once alerted	82	$97.55	$192.67	$16K	0.8%	+97.5%
STZ	Constellation Brands Inc	135	$241.06	$116.42	$16K	0.8%	-51.7%
HP HP	Hp Inc 2.2% Bond	374	$23.72	$39.41	$15K	0.7%	+66.2%
NKE	Nike, Inc. Common Stock	365	$89.07	$35.63	$13K	0.7%	-60.0%
BX	The Blackstone Group Inc. Class A	96	$50.29	$119.74	$11K	0.6%	+138.1%
IN INDA	Ishares MsCI India ETF	236	$33.97	$48.06	$11K	0.6%	+41.5%
CARR	Carrier Global Corporation	198	$40.41	$55.33	$11K	0.6%	+36.9%
VTR	Ventas Inc - Stock purchased in error, sold once alerted	124	$51.31	$86.36	$11K	0.5%	+68.3%
QCOM	QUALCOMM Inc	52	$153.10	$197.67	$10K	0.5%	+29.1%
PH PHG	Koninkijke Philips NV NY Registry Shares	418	$19.16	$24.50	$10K	0.5%	+27.9%
NEM	Newmont Mining Corporation	81	$32.42	$123.39	$10K	0.5%	+280.6%
ACN	Accenture plc Class A Ordinary Shares	47	$171.34	$184.47	$9K	0.4%	+7.7%
HD	Home Depot, Inc.	27	$152.15	$297.56	$8K	0.4%	+95.6%
SIVB	SVB Financial Group	75	$106.04	$106.04	$8K	0.4%	+0.0%
WY	Weyerhaeuser Company	372	$21.53	$21.20	$8K	0.4%	-1.5%
DIS	Walt Disney Company	76	$117.39	$103.23	$8K	0.4%	-12.1%
PO POR	Portland General Electric Co	153	$47.49	$46.96	$7K	0.4%	-1.1%
DOX	amdocs limited - Ordinary shares	116	$68.96	$58.52	$7K	0.3%	-15.1%
O	Realty Income Corp REIT	120	$66.92	$55.66	$7K	0.3%	-16.8%
BLK	BlackRock, Inc.	6	$454.44	$1061.89	$7K	0.3%	+133.7%
LW	Lamb Weston Holdings Inc	132	$60.79	$45.41	$6K	0.3%	-25.3%
MDT	Medtronic plc. Ordinary Shares	66	$100.58	$88.96	$6K	0.3%	-11.6%
ICE	Intercontinental Exchange Inc. / Stock	34	$96.16	$157.21	$5K	0.3%	+63.5%
CSCO	Cisco systems, Inc.	37	$43.46	$106.33	$4K	0.2%	+144.7%
CRM	Salesforce.com Inc	10	$154.55	$238.93	$2K	0.1%	+54.6%
SBUX	Starbucks Corporation	14	$69.90	$93.27	$1K	0.1%	+33.4%
TAP	Molson Coors Brewing Company Class B	28	$63.12	$36.84	$1K	0.1%	-41.6%
LEG	leggett & Platt, Incorporated	46	$41.42	$9.20	$427	0.0%	-77.8%
FR FRC	FIRST REPUBLIC BaNK	48	$81.39	$3.51	$166	0.0%	-95.7%

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 →