Ron Wyden Stock Portfolio

Simulatedⓘ

Democratic · Senate · OR

Ron Wyden'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

$23.9M

Unrealized P&L

$19.5M

+447.9%

Realized P&L

$35K

Open Positions

Performance vs S&P 500

-3.3%

SPY -0.8%

α -2.5%

+18.9%

SPY +14.0%

α +4.9%

+12.8%

SPY +7.8%

α +5.0%

+44.4%

SPY +24.0%

α +20.4%

+189.5%

SPY +71.8%

α +117.6%

+223.7%

SPY +76.2%

α +147.4%

All

+497.7%

SPY +178.0%

α +319.8%

Head-to-head with S&P 500

Live Holdings35 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NVDA	NVIDIA Corporation	69,326	$9.31	$207.84	$14.4M	60.3%	+2132.1%
AAPL	Apple Inc.	5,316	$104.13	$297.28	$1.6M	6.6%	+185.5%
STX	Seagate Technology plc	1,441	$53.69	$1086.59	$1.6M	6.5%	+1923.9%
GOOG	Alphabet Inc.	3,230	$68.42	$348.00	$1.1M	4.7%	+408.6%
AMZN	Amazon.com, Inc.	3,292	$124.55	$233.41	$768K	3.2%	+87.4%
MSFT	Microsoft Corporation	2,042	$201.99	$369.09	$754K	3.1%	+82.7%
AMAT	Applied Materials, Inc.	1,184	$63.71	$629.10	$745K	3.1%	+887.4%
VMC	Vulcan Materials Company	1,553	$117.52	$302.49	$470K	2.0%	+157.4%
DHI	D.R. Horton, Inc.	2,149	$68.87	$155.97	$335K	1.4%	+126.5%
OSK	Oshkosh Corporation	1,859	$75.33	$141.20	$262K	1.1%	+87.5%
DIS	The Walt Disney Company	2,381	$113.24	$102.16	$243K	1.0%	-9.8%
PSA	Public Storage	700	$200.08	$319.62	$224K	0.9%	+59.8%
COST	Costco Wholesale Corporation	210	$309.97	$949.01	$199K	0.8%	+206.2%
BERY	Berry Global Group, Inc.	2,655	$40.49	$67.58	$179K	0.8%	+66.9%
F	Ford Motor Company	12,163	$6.00	$13.97	$170K	0.7%	+132.8%
UPS	United Parcel Service, Inc.	1,222	$159.33	$107.05	$131K	0.6%	-32.8%
KLAC	KLA Corporation	381	$217.11	$267.26	$102K	0.4%	+23.1%
CSCO	Cisco Systems, Inc.	784	$41.43	$121.42	$95K	0.4%	+193.1%
MMM	3M Company	496	$131.97	$162.68	$81K	0.3%	+23.3%
V	Visa Inc.	192	$169.44	$326.77	$63K	0.3%	+92.8%
QSR	Restaurant Brands International Inc.	875	$46.27	$71.53	$63K	0.3%	+54.6%
FDX	FedEx Corporation	191	$213.52	$327.10	$63K	0.3%	+53.2%
DPZ	Domino's Pizza, Inc.	202	$371.46	$295.86	$60K	0.3%	-20.4%
SBUX	Starbucks Corporation	540	$75.06	$100.06	$54K	0.2%	+33.3%
MCD	McDonald's Corporation	181	$179.24	$270.59	$49K	0.2%	+51.0%
LOW	Lowe's Companies, Inc.	206	$157.91	$214.17	$44K	0.2%	+35.6%
VAC	Marriott Vacations Worldwide Corporation	289	$98.65	$95.19	$27K	0.1%	-3.5%
MTCH	Match Group, Inc.	578	$109.50	$35.20	$20K	0.1%	-67.8%
LLY	Eli Lilly and Company Common Stock	13	$753.98	$1103.95	$15K	0.1%	+46.4%
COUP	Coupa Software Incorporated	58	$315.94	$80.97	$5K	0.0%	-74.4%
TRIP	TripAdvisor, Inc.	280	$25.49	$12.52	$4K	0.0%	-50.9%
WDAY	Workday, Inc.	27	$229.45	$112.94	$3K	0.0%	-50.8%
XOM	Exxon Mobil Corporation	11	$40.47	$138.44	$1K	0.0%	+242.1%
GRUB	Grubhub Inc.	202	$39.69	$6.07	$1K	0.0%	-84.7%
BYND	Beyond Meat, Inc.	233	$132.69	$0.69	$160	0.0%	-99.5%

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 →