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

$25.0M

Unrealized P&L

$20.6M

+471.8%

Realized P&L

$35K

Open Positions

Performance vs S&P 500

+5.1%

SPY +0.6%

α +4.5%

+9.1%

SPY +4.6%

α +4.5%

+29.4%

SPY +21.1%

α +8.3%

+24.6%

SPY +15.8%

α +8.8%

+210.9%

SPY +80.3%

α +130.6%

+223.3%

SPY +73.0%

α +150.3%

All

+522.1%

SPY +186.7%

α +335.4%

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	$225.28	$15.6M	62.6%	+2319.4%
AAPL	Apple Inc.	5,316	$104.13	$336.40	$1.8M	7.2%	+223.1%
STX	Seagate Technology plc	1,441	$53.69	$922.40	$1.3M	5.3%	+1618.1%
GOOG	Alphabet Inc.	3,230	$68.42	$334.82	$1.1M	4.3%	+389.3%
MSFT	Microsoft Corporation	2,042	$201.99	$499.77	$1.0M	4.1%	+147.4%
AMZN	Amazon.com, Inc.	3,292	$124.55	$249.47	$821K	3.3%	+100.3%
AMAT	Applied Materials, Inc.	1,184	$63.71	$473.55	$561K	2.3%	+643.3%
VMC	Vulcan Materials Company	1,553	$117.52	$246.45	$383K	1.5%	+109.7%
DHI	D.R. Horton, Inc.	2,149	$68.87	$140.47	$302K	1.2%	+104.0%
OSK	Oshkosh Corporation	1,859	$75.33	$135.56	$252K	1.0%	+80.0%
DIS	The Walt Disney Company	2,381	$113.24	$103.23	$246K	1.0%	-8.8%
PSA	Public Storage	700	$200.08	$288.08	$202K	0.8%	+44.0%
COST	Costco Wholesale Corporation	210	$309.97	$904.59	$190K	0.8%	+191.8%
BERY	Berry Global Group, Inc.	2,655	$40.49	$67.58	$179K	0.7%	+66.9%
F	Ford Motor Company	12,163	$6.00	$12.98	$158K	0.6%	+116.3%
UPS	United Parcel Service, Inc.	1,222	$159.33	$96.17	$118K	0.5%	-39.6%
MMM	3M Company	496	$131.97	$170.16	$84K	0.3%	+28.9%
CSCO	Cisco Systems, Inc.	784	$41.43	$106.33	$83K	0.3%	+156.7%
KLAC	KLA Corporation	381	$217.11	$187.58	$72K	0.3%	-13.6%
V	Visa Inc.	192	$169.44	$361.19	$69K	0.3%	+113.2%
QSR	Restaurant Brands International Inc.	875	$46.27	$71.91	$63K	0.3%	+55.4%
DPZ	Domino's Pizza, Inc.	202	$371.46	$295.16	$60K	0.2%	-20.5%
FDX	FedEx Corporation	191	$213.52	$292.87	$56K	0.2%	+37.2%
SBUX	Starbucks Corporation	540	$75.06	$93.27	$50K	0.2%	+24.3%
MCD	McDonald's Corporation	181	$179.24	$237.51	$43K	0.2%	+32.5%
LOW	Lowe's Companies, Inc.	206	$157.91	$192.07	$40K	0.2%	+21.6%
VAC	Marriott Vacations Worldwide Corporation	289	$98.65	$100.06	$29K	0.1%	+1.4%
MTCH	Match Group, Inc.	578	$109.50	$40.70	$24K	0.1%	-62.8%
LLY	Eli Lilly and Company Common Stock	13	$753.98	$1156.09	$15K	0.1%	+53.3%
WDAY	Workday, Inc.	27	$229.45	$192.09	$5K	0.0%	-16.3%
COUP	Coupa Software Incorporated	58	$315.94	$80.97	$5K	0.0%	-74.4%
BYND	Beyond Meat, Inc.	233	$132.69	$9.99	$2K	0.0%	-92.5%
TRIP	TripAdvisor, Inc.	280	$25.49	$8.07	$2K	0.0%	-68.3%
XOM	Exxon Mobil Corporation	11	$40.47	$161.18	$2K	0.0%	+298.3%
GRUB	Grubhub Inc.	202	$39.69	$6.07	$1K	0.0%	-84.7%

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 →