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

$16.8M

Unrealized P&L

$15.5M

+1202.1%

Realized P&L

$589K

Open Positions

Performance vs S&P 500

+7.8%

SPY +2.8%

α +5.0%

+3.5%

SPY +4.2%

α -0.7%

+15.8%

SPY +10.8%

α +5.1%

+28.6%

SPY +21.5%

α +7.1%

+229.4%

SPY +70.6%

α +158.8%

+330.5%

SPY +73.9%

α +256.6%

All

+1291.1%

SPY +330.3%

α +960.9%

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	$219.77	$11.7M	69.5%	+14788.6%
LRCX	Lam Research Corporation	3,872	$12.23	$308.26	$1.2M	7.1%	+2421.4%
PANW	Palo Alto Networks, Inc. (NYSE)	1,361	$14.43	$355.10	$483K	2.9%	+2361.4%
AMZN	Amazon.com Inc. (NASDAQ)	1,337	$48.84	$271.77	$363K	2.2%	+456.4%
WMT	Wal-Mart Stores Inc.	3,121	$28.36	$111.37	$348K	2.1%	+292.7%
V	Visa Inc. (NYSE)	887	$54.59	$369.37	$328K	1.9%	+576.7%
AMGN	Amgen Inc. (NASDAQ)	646	$157.11	$404.54	$261K	1.6%	+157.5%
GOOGL	Google Inc. (NASDAQ)	714	$33.61	$357.16	$255K	1.5%	+962.5%
JPM	JPMorgan Chase & Co. (NYSE)	638	$68.62	$355.99	$227K	1.4%	+418.8%
ADI	ADI-Analog Devices, Inc.	455	$79.75	$377.87	$172K	1.0%	+373.8%
LLY	Eli Lilly and Company	109	$667.41	$1191.71	$130K	0.8%	+78.6%
CSCO	Cisco Systems, Inc.	844	$28.43	$120.73	$102K	0.6%	+324.7%
LMT	Lockheed Martin Corporation	149	$217.63	$580.46	$87K	0.5%	+166.7%
IBM	International Business Machines Corporation (NYSE)	357	$147.01	$233.42	$83K	0.5%	+58.8%
NFLX	Netflix, Inc. (NASDAQ)	1,078	$9.36	$73.54	$79K	0.5%	+685.7%
MA	Mastercard Incorporated	114	$111.77	$573.41	$65K	0.4%	+413.0%
BAC	Bank of America Corporation (NYSE)	1,003	$15.95	$62.77	$63K	0.4%	+293.5%
KO	The Coca-Cola Company (NYSE)	711	$56.24	$86.63	$62K	0.4%	+54.0%
COF	Capital One Financial Corporation (NYSE)	275	$84.97	$219.63	$60K	0.4%	+158.5%
QQQ	PowerShares QQQ Trust, Series 1 (NASDAQ)	82	$97.21	$714.60	$59K	0.3%	+635.1%
TW TWTR	Twitter, Inc.	1,042	$15.77	$49.89	$52K	0.3%	+216.4%
DLR	Digital Realty Trust, Inc.	257	$126.53	$192.71	$49K	0.3%	+52.3%
TMUS	T-Mobile US, Inc.	261	$60.22	$179.53	$47K	0.3%	+198.1%
LOW	Lowe's Companies Inc. (NYSE)	173	$46.29	$217.10	$38K	0.2%	+369.0%
NVS	Novartis Ag ADR	230	$103.58	$154.09	$35K	0.2%	+48.8%
C	Citigroup Inc. (NYSE)	217	$68.35	$133.98	$29K	0.2%	+96.0%
PG	The Procter & Gamble Company (NYSE)	193	$82.80	$145.97	$28K	0.2%	+76.3%
CVS	CVS Caremark Corporation (NYSE)	288	$55.53	$96.75	$28K	0.2%	+74.2%
ORCL	Oracle Corporation (NYSE)	180	$45.28	$143.59	$26K	0.1%	+217.1%
DIS	The Walt Disney Company (NYSE)	239	$96.79	$104.61	$25K	0.1%	+8.1%
MGA	Magna International Inc.	363	$45.11	$67.78	$25K	0.1%	+50.3%
GILD	Gilead Sciences Inc. (NASDAQ)	168	$75.20	$130.65	$22K	0.1%	+73.7%
MET	MetLife, Inc.	216	$36.06	$99.76	$22K	0.1%	+176.7%
WM	Waste Management, Inc.	92	$73.09	$229.13	$21K	0.1%	+213.5%
SYK	Stryker Corporation	58	$138.77	$335.01	$19K	0.1%	+141.4%
MSFT	Microsoft Corporation	38	$238.00	$498.93	$19K	0.1%	+109.6%
PEP	Pepsico, Inc. (NYSE)	137	$105.05	$138.15	$19K	0.1%	+31.5%
GS	The Goldman Sachs Group, Inc.	18	$445.96	$1031.66	$19K	0.1%	+131.3%
BA	The Boeing Company (NYSE)	79	$216.85	$232.01	$18K	0.1%	+7.0%
VD VDC	Vanguard Consumer Staples ETF	70	$114.30	$230.10	$16K	0.1%	+101.3%
CM CMRE	Costamare Inc. (NYSE)	996	$14.82	$14.97	$15K	0.1%	+1.0%
DAL	Delta Air Lines, Inc.	148	$54.17	$92.21	$14K	0.1%	+70.2%
GH	Guardant Health Inc	76	$105.42	$157.35	$12K	0.1%	+49.3%
HPQ	HP Inc.	412	$19.41	$28.20	$12K	0.1%	+45.3%
PRU	Prudential Financial, Inc. (NYSE)	94	$85.48	$121.73	$11K	0.1%	+42.4%
USB	U.S. Bancorp	167	$51.13	$63.73	$11K	0.1%	+24.6%
VZ	Verizon Communications Inc. (NYSE)	167	$33.60	$46.81	$8K	0.1%	+39.3%
HSY	The Hershey Co	43	$186.00	$182.09	$8K	0.1%	-2.1%
CCI	Crown Castle Inc	80	$99.51	$74.72	$6K	0.0%	-24.9%
HY HYT	Blackrock Corporate High Yield (NYSE)	662	$12.08	$8.40	$6K	0.0%	-30.5%
F	Ford Motor Co. (NYSE)	384	$9.27	$13.81	$5K	0.0%	+49.0%
NEE	NextEra Energy, Inc. (NYSE)	56	$22.84	$84.59	$5K	0.0%	+270.4%
BTO	John Hancock Financial Opportunities Fund	118	$38.76	$40.27	$5K	0.0%	+3.9%
PSA	Public Storage	14	$226.74	$326.50	$5K	0.0%	+44.0%
BABA	Alibaba Group Holding Limited (NYSE)	34	$178.19	$126.44	$4K	0.0%	-29.0%
NWL	Newell Rubbermaid Inc.	624	$45.89	$6.07	$4K	0.0%	-86.8%
TJX	The TJX Companies, Inc. (NYSE)	22	$38.02	$161.49	$4K	0.0%	+324.8%
FEYE	FireEye, Inc. (NASDAQ)	178	$45.01	$17.27	$3K	0.0%	-61.6%
ABT	Abbott Laboratories	25	$39.81	$107.28	$3K	0.0%	+169.5%
A	Agilent Technologies Inc. (NYSE)	10	$39.92	$141.01	$1K	0.0%	+253.2%
HD	The Home Depot, Inc. (NYSE)	3	$335.72	$348.34	$1K	0.0%	+3.8%
GP GPRO	GoPro, Inc. (NASDAQ)	356	$44.98	$0.72	$256	0.0%	-98.4%
NOV	National Oilwell Varco, Inc. (NYSE)	12	$82.61	$20.01	$233	0.0%	-75.8%
WPC	W. P. Carey Inc.	0	$60.72	$71.75	$35	0.0%	+18.2%

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 →