Rich McCormick Stock Portfolio

Simulatedⓘ

Republican · House ·

Rich 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

$433K

Unrealized P&L

$69K

+18.9%

Realized P&L

$24K

Open Positions

Performance vs S&P 500

+1.2%

SPY +9.1%

α -7.9%

-2.0%

SPY +6.3%

α -8.3%

+7.3%

SPY +8.3%

α -0.9%

+13.2%

SPY +30.4%

α -17.2%

+40.9%

SPY +79.4%

α -38.5%

+71.8%

SPY +89.4%

α -17.6%

All

+71.8%

SPY +89.4%

α -17.6%

Head-to-head with S&P 500

Live Holdings23 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
WMT	Walmart Inc	251	$63.82	$130.58	$33K	7.6%	+104.6%
HD	The Home Depot Inc	98	$326.77	$318.72	$31K	7.2%	-2.5%
UNH	Unitedhealth Group Inc	81	$294.61	$378.22	$31K	7.1%	+28.4%
MSFT	Microsoft Corp	71	$390.19	$414.28	$30K	6.8%	+6.2%
CSCO	Cisco Systems Inc	274	$58.39	$96.66	$26K	6.1%	+65.5%
COST	Costco Wholesale Corp	25	$639.28	$1006.44	$25K	5.8%	+57.4%
AAPL	Apple Inc	82	$195.35	$293.70	$24K	5.6%	+50.4%
BLK	Blackrock Inc	21	$916.78	$1083.61	$23K	5.3%	+18.2%
EMR	Emerson Electric Co	160	$100.16	$140.92	$23K	5.2%	+40.7%
ICE	Intercontinental Exchange Inc	137	$117.00	$156.09	$21K	4.9%	+33.4%
ABT	Abbott Laboratories	221	$108.76	$84.36	$19K	4.3%	-22.4%
APD	Air Products and Chemicals Inc	63	$255.79	$296.15	$19K	4.3%	+15.8%
ITW	Illinois Tool Works Inc	67	$239.48	$254.72	$17K	3.9%	+6.4%
MCD	McDonald's Corp	56	$284.65	$275.77	$16K	3.6%	-3.1%
AWK	American Water Works Company Inc	118	$135.63	$125.65	$15K	3.4%	-7.4%
MDT	Medtronic PLC	191	$83.66	$76.17	$15K	3.4%	-9.0%
ADP	Automatic Data Processing Inc	68	$232.39	$212.28	$15K	3.4%	-8.7%
NEE	NextEra Energy Inc	117	$81.04	$93.14	$11K	2.5%	+14.9%
ADI	Analog Devices Inc	26	$236.00	$416.56	$11K	2.5%	+76.5%
PEP	PepsiCo Inc	56	$142.86	$155.13	$9K	2.0%	+8.6%
PG	The Procter & Gamble Co	55	$145.79	$146.73	$8K	1.9%	+0.6%
V	Visa Inc	24	$340.04	$318.87	$8K	1.7%	-6.2%
JNJ	Johnson & Johnson	28	$186.00	$221.51	$6K	1.4%	+19.1%

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 →