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

$916K

+81.9%

Realized P&L

$68K

Open Positions

Performance vs S&P 500

-0.4%

SPY -0.8%

α +0.4%

+8.9%

SPY +14.0%

α -5.1%

+9.7%

SPY +7.8%

α +1.9%

+26.8%

SPY +24.0%

α +2.7%

+62.4%

SPY +71.8%

α -9.5%

+49.6%

SPY +76.2%

α -26.6%

All

+136.4%

SPY +184.5%

α -48.1%

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	$297.28	$164K	8.1%	+238.8%
GS	goldman sachs group, Inc.	138	$293.38	$1099.56	$152K	7.5%	+274.8%
ER ERJ	Embraer s.a.	2,341	$10.39	$64.48	$151K	7.4%	+520.5%
COHR	Coherent, Inc.	351	$34.56	$423.36	$149K	7.3%	+1124.8%
NWN	Northwest Natural gas Company	2,868	$44.63	$48.91	$140K	6.9%	+9.6%
AMZN	Amazon.com Inc 4.65% Due 12/09/29	576	$112.76	$233.41	$135K	6.6%	+107.0%
CAT	Caterpillar, Inc.	130	$214.07	$1017.31	$132K	6.5%	+375.2%
GOOGL	Alphabet Inc. - Class A (Spouse retirement portfolio)	210	$134.28	$348.79	$73K	3.6%	+159.7%
SO	Southern Company	464	$70.05	$93.61	$43K	2.1%	+33.6%
BAC	Bank of America Corporation	720	$45.13	$57.23	$41K	2.0%	+26.8%
VZ	Verizon Communications Inc	882	$36.85	$45.38	$40K	2.0%	+23.2%
APD	Air Products and Chemicals Inc	141	$227.60	$282.81	$40K	2.0%	+24.3%
TPR	Tapestry, Inc.	257	$31.08	$146.61	$38K	1.9%	+371.7%
WMT	Walmart Inc.	289	$27.69	$117.20	$34K	1.7%	+323.3%
ALL	allstate Corporation	139	$115.14	$222.73	$31K	1.5%	+93.4%
KR	Kroger Company	542	$59.91	$55.71	$30K	1.5%	-7.0%
V	Visa Inc.	79	$202.45	$326.77	$26K	1.3%	+61.4%
MCK	McKesson Corporation	34	$116.70	$745.97	$25K	1.2%	+539.2%
SNY	Sanofi - ADR Shares	586	$55.50	$41.69	$24K	1.2%	-24.9%
AMGN	Amgen Inc.	70	$227.53	$343.19	$24K	1.2%	+50.8%
GD	General Dynamics Corporation	67	$156.63	$344.39	$23K	1.1%	+119.9%
FE FE	FirstEnergy Corp.	488	$32.76	$46.79	$23K	1.1%	+42.8%
MOH	Molina Healthcare Inc	115	$283.81	$198.47	$23K	1.1%	-30.1%
SCHW	Charles Schwab Corporation	243	$32.94	$92.22	$22K	1.1%	+180.0%
FDX	FedEx Corporation	62	$149.10	$327.10	$20K	1.0%	+119.4%
STZ	Constellation Brands Inc	135	$241.06	$141.84	$19K	0.9%	-41.2%
BAX	Baxter International Inc. Common Stock	956	$34.01	$19.68	$19K	0.9%	-42.1%
DEO	Diageo PLC	231	$140.53	$79.67	$18K	0.9%	-43.3%
MSFT	Microsoft Corporation	49	$164.51	$369.09	$18K	0.9%	+124.4%
SYY	Sysco Corporation	228	$70.11	$78.03	$18K	0.9%	+11.3%
CB	Chubb Limited	53	$151.81	$325.85	$17K	0.8%	+114.6%
AZO	Autozone Inc	6	$1406.60	$2958.48	$17K	0.8%	+110.3%
EMR	Emerson Electric Company	109	$73.14	$149.46	$16K	0.8%	+104.3%
NKE	Nike, Inc. Common Stock	365	$89.07	$43.23	$16K	0.8%	-51.5%
PYPL	PayPal Holdings 4.432%	371	$76.48	$42.41	$16K	0.8%	-44.5%
GILD	gilead sciences, Inc.	126	$63.32	$124.56	$16K	0.8%	+96.7%
JNJ	Johnson & Johnson	66	$121.47	$230.69	$15K	0.8%	+89.9%
RTX	Raytheon Technologies Corp - Stock purchased in error, sold once alerted	82	$97.55	$182.20	$15K	0.7%	+86.8%
PFE	Pfizer, Inc.	581	$32.58	$25.02	$15K	0.7%	-23.2%
CARR	Carrier Global Corporation	198	$40.41	$71.61	$14K	0.7%	+77.2%
HP HP	Hp Inc 2.2% Bond	374	$23.72	$35.25	$13K	0.7%	+48.6%
HPQ	HP Inc.	544	$16.05	$23.57	$13K	0.6%	+46.8%
IN INDA	Ishares MsCI India ETF	236	$33.97	$49.94	$12K	0.6%	+47.0%
BX	The Blackstone Group Inc. Class A	96	$50.29	$122.88	$12K	0.6%	+144.3%
QCOM	QUALCOMM Inc	52	$153.10	$222.82	$12K	0.6%	+45.5%
PH PHG	Koninkijke Philips NV NY Registry Shares	418	$19.16	$26.91	$11K	0.6%	+40.5%
VTR	Ventas Inc - Stock purchased in error, sold once alerted	124	$51.31	$82.86	$10K	0.5%	+61.5%
WY	Weyerhaeuser Company	372	$21.53	$24.34	$9K	0.4%	+13.0%
HD	Home Depot, Inc.	27	$152.15	$326.59	$9K	0.4%	+114.7%
NEM	Newmont Mining Corporation	81	$32.42	$101.34	$8K	0.4%	+212.6%
SIVB	SVB Financial Group	75	$106.04	$106.04	$8K	0.4%	+0.0%
DIS	Walt Disney Company	76	$117.39	$102.16	$8K	0.4%	-13.0%
PO POR	Portland General Electric Co	153	$47.49	$50.23	$8K	0.4%	+5.8%
O	Realty Income Corp REIT	120	$66.92	$60.50	$7K	0.4%	-9.6%
BLK	BlackRock, Inc.	6	$454.44	$1049.83	$6K	0.3%	+131.0%
DOX	amdocs limited - Ordinary shares	116	$68.96	$51.20	$6K	0.3%	-25.8%
LW	Lamb Weston Holdings Inc	132	$60.79	$43.60	$6K	0.3%	-28.3%
ACN	Accenture plc Class A Ordinary Shares	47	$171.34	$122.50	$6K	0.3%	-28.5%
MDT	Medtronic plc. Ordinary Shares	66	$100.58	$79.20	$5K	0.3%	-21.3%
CSCO	Cisco systems, Inc.	37	$43.46	$121.42	$4K	0.2%	+179.4%
ICE	Intercontinental Exchange Inc. / Stock	34	$96.16	$131.19	$4K	0.2%	+36.4%
CRM	Salesforce.com Inc	10	$154.55	$150.05	$2K	0.1%	-2.9%
SBUX	Starbucks Corporation	14	$69.90	$100.06	$1K	0.1%	+43.1%
TAP	Molson Coors Brewing Company Class B	28	$63.12	$39.46	$1K	0.1%	-37.5%
LEG	leggett & Platt, Incorporated	46	$41.42	$10.63	$494	0.0%	-74.3%
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 →