Sheldon Whitehouse Stock Portfolio

Simulatedⓘ

Democratic · Senate · RI

Sheldon Whitehouse'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

$16.2M

Unrealized P&L

$14.9M

+1155.1%

Realized P&L

$589K

Open Positions

Performance vs S&P 500

+15.3%

SPY +9.1%

α +6.2%

+11.9%

SPY +6.3%

α +5.6%

+10.9%

SPY +8.2%

α +2.7%

+70.1%

SPY +30.6%

α +39.5%

+309.4%

SPY +79.6%

α +229.8%

+363.5%

SPY +76.6%

α +286.9%

All

+1244.0%

SPY +313.0%

α +931.0%

Head-to-head with S&P 500

Live Holdings64 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NVDA	NVIDIA Corporation	53,063	$1.48	$215.28	$11.4M	70.6%	+14484.1%
LRCX	Lam Research Corporation	3,872	$12.23	$293.62	$1.1M	7.0%	+2301.7%
WMT	Wal-Mart Stores Inc.	3,121	$28.36	$130.58	$407K	2.5%	+360.4%
AMZN	Amazon.com Inc. (NASDAQ)	1,337	$48.84	$273.04	$365K	2.3%	+459.0%
GOOGL	Google Inc. (NASDAQ)	714	$33.61	$400.54	$286K	1.8%	+1091.6%
V	Visa Inc. (NYSE)	887	$54.59	$318.87	$283K	1.8%	+484.2%
PANW	Palo Alto Networks, Inc. (NYSE)	1,361	$14.43	$205.85	$280K	1.7%	+1326.9%
AMGN	Amgen Inc. (NASDAQ)	646	$157.11	$330.65	$214K	1.3%	+110.5%
JPM	JPMorgan Chase & Co. (NYSE)	638	$68.62	$302.25	$193K	1.2%	+340.5%
ADI	ADI-Analog Devices, Inc.	455	$79.75	$416.56	$189K	1.2%	+422.3%
LLY	Eli Lilly and Company	109	$667.41	$950.18	$104K	0.6%	+42.4%
NFLX	Netflix, Inc. (NASDAQ)	1,078	$9.36	$87.47	$94K	0.6%	+834.5%
IBM	International Business Machines Corporation (NYSE)	357	$147.01	$229.44	$82K	0.5%	+56.1%
CSCO	Cisco Systems, Inc.	844	$28.43	$96.66	$82K	0.5%	+240.0%
LMT	Lockheed Martin Corporation	149	$217.63	$508.11	$76K	0.5%	+133.5%
QQQ	PowerShares QQQ Trust, Series 1 (NASDAQ)	82	$97.21	$710.07	$58K	0.4%	+630.5%
MA	Mastercard Incorporated	114	$111.77	$497.12	$57K	0.3%	+344.8%
KO	The Coca-Cola Company (NYSE)	711	$56.24	$78.43	$56K	0.3%	+39.5%
COF	Capital One Financial Corporation (NYSE)	275	$84.97	$190.07	$52K	0.3%	+123.7%
TW TWTR	Twitter, Inc.	1,042	$15.77	$49.89	$52K	0.3%	+216.4%
BAC	Bank of America Corporation (NYSE)	1,003	$15.95	$51.34	$51K	0.3%	+221.8%
TMUS	T-Mobile US, Inc.	261	$60.22	$193.73	$51K	0.3%	+221.7%
DLR	Digital Realty Trust, Inc.	257	$126.53	$195.38	$50K	0.3%	+54.4%
LOW	Lowe's Companies Inc. (NYSE)	173	$46.29	$229.45	$40K	0.3%	+395.7%
ORCL	Oracle Corporation (NYSE)	180	$45.28	$195.86	$35K	0.2%	+332.5%
NVS	Novartis Ag ADR	230	$103.58	$146.16	$34K	0.2%	+41.1%
PG	The Procter & Gamble Company (NYSE)	193	$82.80	$146.73	$28K	0.2%	+77.2%
C	Citigroup Inc. (NYSE)	217	$68.35	$126.09	$27K	0.2%	+84.5%
CVS	CVS Caremark Corporation (NYSE)	288	$55.53	$90.56	$26K	0.2%	+63.1%
DIS	The Walt Disney Company (NYSE)	239	$96.79	$107.75	$26K	0.2%	+11.3%
MGA	Magna International Inc.	363	$45.11	$63.02	$23K	0.1%	+39.7%
GILD	Gilead Sciences Inc. (NASDAQ)	168	$75.20	$131.16	$22K	0.1%	+74.4%
PEP	Pepsico, Inc. (NYSE)	137	$105.05	$155.13	$21K	0.1%	+47.7%
WM	Waste Management, Inc.	92	$73.09	$215.88	$20K	0.1%	+195.4%
BA	The Boeing Company (NYSE)	79	$216.85	$236.77	$19K	0.1%	+9.2%
CM CMRE	Costamare Inc. (NYSE)	996	$14.82	$17.63	$18K	0.1%	+19.0%
MET	MetLife, Inc.	216	$36.06	$77.92	$17K	0.1%	+116.1%
GS	The Goldman Sachs Group, Inc.	18	$445.96	$936.07	$17K	0.1%	+109.9%
SYK	Stryker Corporation	58	$138.77	$286.16	$16K	0.1%	+106.2%
VD VDC	Vanguard Consumer Staples ETF	70	$114.30	$230.41	$16K	0.1%	+101.6%
MSFT	Microsoft Corporation	38	$238.00	$414.28	$16K	0.1%	+74.1%
DAL	Delta Air Lines, Inc.	148	$54.17	$73.09	$11K	0.1%	+34.9%
PRU	Prudential Financial, Inc. (NYSE)	94	$85.48	$100.49	$9K	0.1%	+17.6%
USB	U.S. Bancorp	167	$51.13	$55.53	$9K	0.1%	+8.6%
HPQ	HP Inc.	412	$19.41	$22.54	$9K	0.1%	+16.1%
HSY	The Hershey Co	43	$186.00	$186.19	$8K	0.1%	+0.1%
VZ	Verizon Communications Inc. (NYSE)	167	$33.60	$47.19	$8K	0.1%	+40.4%
CCI	Crown Castle Inc	80	$99.51	$91.09	$7K	0.1%	-8.5%
GH	Guardant Health Inc	76	$105.42	$94.51	$7K	0.0%	-10.3%
HY HYT	Blackrock Corporate High Yield (NYSE)	662	$12.08	$8.67	$6K	0.0%	-28.2%
NEE	NextEra Energy, Inc. (NYSE)	56	$22.84	$93.14	$5K	0.0%	+307.8%
BABA	Alibaba Group Holding Limited (NYSE)	34	$178.19	$140.17	$5K	0.0%	-21.3%
F	Ford Motor Co. (NYSE)	384	$9.27	$12.29	$5K	0.0%	+32.6%
BTO	John Hancock Financial Opportunities Fund	118	$38.76	$37.31	$4K	0.0%	-3.7%
PSA	Public Storage	14	$226.74	$310.88	$4K	0.0%	+37.1%
TJX	The TJX Companies, Inc. (NYSE)	22	$38.02	$153.77	$3K	0.0%	+304.4%
FEYE	FireEye, Inc. (NASDAQ)	178	$45.01	$17.27	$3K	0.0%	-61.6%
NWL	Newell Rubbermaid Inc.	624	$45.89	$4.54	$3K	0.0%	-90.1%
ABT	Abbott Laboratories	25	$39.81	$84.36	$2K	0.0%	+111.9%
A	Agilent Technologies Inc. (NYSE)	10	$39.92	$114.95	$1K	0.0%	+188.0%
HD	The Home Depot, Inc. (NYSE)	3	$335.72	$318.72	$1K	0.0%	-5.1%
GP GPRO	GoPro, Inc. (NASDAQ)	356	$44.98	$1.38	$489	0.0%	-96.9%
NOV	National Oilwell Varco, Inc. (NYSE)	12	$82.61	$19.27	$224	0.0%	-76.7%
WPC	W. P. Carey Inc.	0	$60.72	$74.23	$36	0.0%	+22.3%

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 →