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

$24.6M

Unrealized P&L

$20.3M

+464.9%

Realized P&L

$35K

Open Positions

Performance vs S&P 500

+16.8%

SPY +9.1%

α +7.7%

+13.4%

SPY +6.3%

α +7.1%

+12.6%

SPY +8.2%

α +4.4%

+71.8%

SPY +30.5%

α +41.3%

+253.6%

SPY +79.5%

α +174.1%

+250.8%

SPY +76.6%

α +174.2%

All

+514.2%

SPY +175.4%

α +338.8%

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	$215.28	$14.9M	60.5%	+2212.0%
AAPL	Apple Inc.	5,316	$104.13	$293.70	$1.6M	6.3%	+182.1%
GOOG	Alphabet Inc.	3,230	$68.42	$397.12	$1.3M	5.2%	+480.4%
STX	Seagate Technology plc	1,441	$53.69	$778.36	$1.1M	4.5%	+1349.8%
AMZN	Amazon.com, Inc.	3,292	$124.55	$273.04	$899K	3.6%	+119.2%
MSFT	Microsoft Corporation	2,042	$201.99	$414.28	$846K	3.4%	+105.1%
KLAC	KLA Corporation	381	$217.11	$1864.91	$711K	2.9%	+759.0%
AMAT	Applied Materials, Inc.	1,184	$63.71	$433.37	$513K	2.1%	+580.2%
VMC	Vulcan Materials Company	1,553	$117.52	$284.20	$441K	1.8%	+141.8%
DHI	D.R. Horton, Inc.	2,149	$68.87	$147.50	$317K	1.3%	+114.2%
DIS	The Walt Disney Company	2,381	$113.24	$107.75	$257K	1.0%	-4.8%
OSK	Oshkosh Corporation	1,859	$75.33	$136.78	$254K	1.0%	+81.6%
PSA	Public Storage	700	$200.08	$310.88	$218K	0.9%	+55.4%
COST	Costco Wholesale Corporation	210	$309.97	$1006.44	$211K	0.9%	+224.7%
BERY	Berry Global Group, Inc.	2,655	$40.49	$67.58	$179K	0.7%	+66.9%
F	Ford Motor Company	12,163	$6.00	$12.29	$149K	0.6%	+104.8%
UPS	United Parcel Service, Inc.	1,222	$159.33	$100.65	$123K	0.5%	-36.8%
CSCO	Cisco Systems, Inc.	784	$41.43	$96.66	$76K	0.3%	+133.3%
FDX	FedEx Corporation	191	$213.52	$378.97	$72K	0.3%	+77.5%
MMM	3M Company	496	$131.97	$143.32	$71K	0.3%	+8.6%
QSR	Restaurant Brands International Inc.	875	$46.27	$79.59	$70K	0.3%	+72.0%
DPZ	Domino's Pizza, Inc.	202	$371.46	$324.22	$65K	0.3%	-12.7%
V	Visa Inc.	192	$169.44	$318.87	$61K	0.3%	+88.2%
SBUX	Starbucks Corporation	540	$75.06	$104.85	$57K	0.2%	+39.7%
MCD	McDonald's Corporation	181	$179.24	$275.77	$50K	0.2%	+53.9%
LOW	Lowe's Companies, Inc.	206	$157.91	$229.45	$47K	0.2%	+45.3%
VAC	Marriott Vacations Worldwide Corporation	289	$98.65	$77.49	$22K	0.1%	-21.4%
MTCH	Match Group, Inc.	578	$109.50	$36.97	$21K	0.1%	-66.2%
LLY	Eli Lilly and Company Common Stock	13	$753.98	$950.18	$12K	0.1%	+26.0%
COUP	Coupa Software Incorporated	58	$315.94	$80.97	$5K	0.0%	-74.4%
WDAY	Workday, Inc.	27	$229.45	$126.92	$3K	0.0%	-44.7%
TRIP	TripAdvisor, Inc.	280	$25.49	$10.38	$3K	0.0%	-59.3%
XOM	Exxon Mobil Corporation	11	$40.47	$144.25	$2K	0.0%	+256.4%
GRUB	Grubhub Inc.	202	$39.69	$6.07	$1K	0.0%	-84.7%
BYND	Beyond Meat, Inc.	233	$132.69	$0.83	$194	0.0%	-99.4%

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 →