Thomas R. Carper Stock Portfolio

Simulatedⓘ

Democratic · Senate · DE

Thomas R. Carper'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

$1.9M

Unrealized P&L

$927K

+91.1%

Realized P&L

$161K

Open Positions

114

Performance vs S&P 500

-0.7%

SPY +0.6%

α -1.3%

+1.3%

SPY +4.6%

α -3.3%

+25.7%

SPY +21.1%

α +4.6%

+37.9%

SPY +15.8%

α +22.1%

+77.5%

SPY +80.3%

α -2.8%

+39.4%

SPY +73.0%

α -33.6%

All

+289.3%

SPY +416.7%

α -127.3%

Head-to-head with S&P 500

Live Holdings114 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
DD	E. I. du Pont de Nemours and Company (NYSE)	2,054	$28.32	$130.98	$269K	13.8%	+362.5%
CEF	Sprott Physical Gold and Silver Trust	2,642	$15.14	$43.38	$115K	5.9%	+186.5%
GLW	Corning Incorporated	708	$25.03	$154.40	$109K	5.6%	+516.9%
PNQI	PowerShares NASDAQ Internet (NASDAQ)	1,747	$13.74	$51.21	$89K	4.6%	+272.8%
LITE	Lumentum Holdings Inc. - Common Stock	92	$86.82	$934.39	$86K	4.4%	+976.2%
FTNT	Fortinet, Inc.	339	$23.62	$178.30	$60K	3.1%	+654.9%
DELL	Dell Technologies Inc	107	$74.79	$548.90	$59K	3.0%	+633.9%
ABBV	AbbVie Inc. (NYSE)	198	$80.85	$265.00	$52K	2.7%	+227.8%
NVDA	NVIDIA Corporation	226	$49.52	$225.28	$51K	2.6%	+354.9%
JPM	JPMorgan Chase & Co.	90	$88.43	$337.75	$31K	1.6%	+281.9%
VLO	Valero Energy Corporation (NYSE)	80	$129.55	$378.37	$30K	1.6%	+192.1%
TMO	Thermo Fisher Scientific Inc.	45	$290.06	$662.01	$30K	1.6%	+128.2%
CVS	CVS Health Corporation	333	$67.18	$86.17	$29K	1.5%	+28.3%
V	Visa Inc.	76	$209.63	$361.19	$28K	1.4%	+72.3%
SWKS	Skyworks Solutions, Inc.	282	$99.16	$90.91	$26K	1.3%	-8.3%
BMY	Bristol-Myers Squibb Company	399	$60.17	$61.33	$24K	1.3%	+1.9%
NTAP	NetApp, Inc.	122	$65.33	$195.76	$24K	1.2%	+199.7%
DHR	Danaher Corporation	108	$73.94	$221.19	$24K	1.2%	+199.2%
CME	CME Group Inc. - Class A Common Stock	86	$185.95	$271.81	$23K	1.2%	+46.2%
ABT	Abbott Laboratories (NYSE)	184	$69.71	$103.13	$19K	1.0%	+47.9%
TSM	Taiwan Semiconductor Manufacturing Company Limited	41	$64.89	$447.65	$18K	0.9%	+589.9%
SQM	Sociedad Quimica y Minera S.A. Common Stock	263	$64.18	$69.47	$18K	0.9%	+8.2%
COR	CoreSite Realty Corporation Common Stock	57	$139.29	$311.93	$18K	0.9%	+123.9%
SAND	Sandstorm Gold Ltd. Ordinary Shares (Canada)	1,406	$5.69	$12.12	$17K	0.9%	+113.0%
FLNG	FLEX LNG Ltd. Ordinary Shares	541	$29.58	$30.98	$17K	0.9%	+4.7%
RTX	Raytheon Technologies Corporation Common Stock	79	$100.65	$192.67	$15K	0.8%	+91.4%
SNPS	Synopsys, Inc.	37	$218.51	$416.31	$15K	0.8%	+90.5%
BSM	Black Stone Minerals, L.P. Common units representi	1,027	$15.58	$14.70	$15K	0.8%	-5.7%
VZ	Verizon Communications Inc.	318	$40.32	$46.60	$15K	0.8%	+15.6%
LDP	Cohen & Steers Limited Duration Preferred and Inco	739	$24.72	$19.32	$14K	0.7%	-21.9%
LMRK	Landmark Infrastructure Partners LP	864	$12.11	$16.49	$14K	0.7%	+36.1%
DLR	Digital Realty Trust, Inc. Common Stock	76	$105.03	$182.43	$14K	0.7%	+73.7%
GLPI	Gaming and Leisure Properties, Inc. - Common Stock	350	$45.70	$39.34	$14K	0.7%	-13.9%
FPI	Farmland Partners Inc. Common Stock	1,256	$12.74	$10.81	$14K	0.7%	-15.1%
MANT	ManTech International Corporation	139	$73.26	$95.98	$13K	0.7%	+31.0%
TSLA	Tesla, Inc.	35	$231.59	$379.43	$13K	0.7%	+63.8%
JNJ	Johnson & Johnson Common Stock	48	$167.10	$268.61	$13K	0.7%	+60.8%
PAAS	Pan American Silver Corp.	260	$30.80	$47.98	$12K	0.6%	+55.8%
ARNA	Arena Pharmaceuticals, Inc.	123	$64.83	$99.99	$12K	0.6%	+54.2%
ACIW	ACI Worldwide, Inc.	249	$32.13	$49.07	$12K	0.6%	+52.7%
RIO	Rio Tinto Group	128	$73.57	$95.15	$12K	0.6%	+29.3%
BSTZ	BlackRock Science and Technology Trust II	400	$20.02	$29.64	$12K	0.6%	+48.0%
ROK	Rockwell Automation Inc	27	$292.64	$432.71	$12K	0.6%	+47.9%
NP NPK	National Presto Industries, Inc.	80	$99.60	$145.88	$12K	0.6%	+46.5%
AMT	American Tower Corporation (REIT) Common Stock	67	$238.66	$170.63	$11K	0.6%	-28.5%
EQNR	Equinor ASA	259	$30.84	$42.90	$11K	0.6%	+39.1%
NVS	Novartis AG Common Stock	78	$102.54	$142.58	$11K	0.6%	+39.0%
NTR	Nutrien Ltd	147	$54.31	$75.27	$11K	0.6%	+38.6%
ENB	Enbridge Inc	232	$34.55	$47.88	$11K	0.6%	+38.6%
WM	Waste Management, Inc. Common Stock	52	$152.54	$208.07	$11K	0.6%	+36.4%
RMD	ResMed Inc.	49	$163.93	$221.75	$11K	0.6%	+35.3%
EMR	Emerson Electric Company	69	$115.59	$154.53	$11K	0.6%	+33.7%
SJ SJR	Shaw Communications, Inc. (NYSE)	351	$22.78	$29.91	$11K	0.5%	+31.3%
DGX	Quest Diagnostics Incorporated	45	$77.45	$232.90	$10K	0.5%	+200.7%
NVO	Novo Nordisk A/S	270	$29.66	$38.23	$10K	0.5%	+28.9%
BHP	BHP Group Limited American Depositary Shares (Each	119	$67.30	$85.08	$10K	0.5%	+26.4%
D	Dominion Energy Inc	163	$49.19	$61.15	$10K	0.5%	+24.3%
ALTM	Arcadium Lithium Plc	1,702	$4.70	$5.84	$10K	0.5%	+24.3%
ATVI	Activision Blizzard, Inc.	104	$76.81	$94.42	$10K	0.5%	+22.9%
JCI	Johnson Controls International plc Ordinary Share	66	$76.56	$146.47	$10K	0.5%	+91.3%
NEE	Nextera Energy	119	$67.51	$77.09	$9K	0.5%	+14.2%
HASI	Hannon Armstrong Sustainable Infrastructure Capita	249	$32.09	$36.59	$9K	0.5%	+14.0%
MGM	MGM Resorts International Common Stock	240	$33.28	$37.78	$9K	0.5%	+13.5%
NWN	Northwest Natural Gas Company (NYSE)	186	$42.97	$47.36	$9K	0.5%	+10.2%
SNOW	Snowflake Inc. Class A Common Stock	26	$309.79	$334.97	$9K	0.4%	+8.1%
CWEN	Clearway Energy, Inc.	284	$28.19	$30.31	$9K	0.4%	+7.5%
BAH	Booz Allen Hamilton Holding Corporation	112	$91.78	$75.80	$8K	0.4%	-17.4%
PEP	PepsiCo, Inc.	65	$123.86	$129.86	$8K	0.4%	+4.8%
LTHM	Livent Corp	485	$16.51	$16.51	$8K	0.4%	+0.0%
BM BMN	BlackRock 2037 Municipal Target Term Trust Common	319	$25.08	$24.10	$8K	0.4%	-3.9%
GMAB	Genmab A/S	219	$36.53	$34.80	$8K	0.4%	-4.8%
MAXR	Maxar Technologies Inc.	142	$26.75	$52.99	$8K	0.4%	+98.1%
AGX	Argan, Inc. Common Stock	20	$39.42	$377.25	$7K	0.4%	+857.0%
RAMP	LiveRamp Holdings, Inc.	192	$41.70	$37.63	$7K	0.4%	-9.8%
OXY	Occidental Petroleum Corp	125	$64.24	$57.45	$7K	0.4%	-10.6%
PFE	Pfizer Inc.	252	$31.72	$28.09	$7K	0.4%	-11.5%
AES	The Aes Corp	460	$17.40	$14.81	$7K	0.3%	-14.9%
RHI	Robert Half International Inc.	177	$45.30	$37.55	$7K	0.3%	-17.1%
KEYS	Keysight Technologies, Inc.	18	$116.17	$352.38	$7K	0.3%	+203.3%
KMB	Kimberly-Clark Corp	66	$120.97	$97.52	$6K	0.3%	-19.4%
ERIC	Telefonaktiebolaget LM Ericsson (publ)	661	$12.11	$9.74	$6K	0.3%	-19.5%
GLAD	Gladstone Capital Corporation	307	$9.90	$19.25	$6K	0.3%	+94.4%
SBUX	Starbucks Corporation	62	$92.70	$93.27	$6K	0.3%	+0.6%
LHX	L3Harris Technologies, Inc.	23	$159.80	$239.51	$5K	0.3%	+49.9%
HRL	Hormel Foods Corporation	260	$30.74	$19.94	$5K	0.3%	-35.1%
C	Citigroup Inc.	39	$49.45	$132.13	$5K	0.3%	+167.2%
GOLD	Barrick Gold Corporation	111	$15.27	$43.45	$5K	0.3%	+184.5%
MET	MetLife, Inc.	49	$28.05	$97.32	$5K	0.3%	+246.9%
AEE	Ameren Corporation (NYSE)	47	$39.77	$99.79	$5K	0.2%	+150.9%
DIS	The Walt Disney Company	39	$151.94	$103.23	$4K	0.2%	-32.1%
WW	WW International, Inc.	249	$41.57	$15.01	$4K	0.2%	-63.9%
AJRD	Aerojet Rocketdyne Holdings, Inc.	62	$37.54	$57.99	$4K	0.2%	+54.5%
BRKR	Bruker Corporation	60	$51.04	$59.51	$4K	0.2%	+16.6%
AY	Atlantica Sustainable Infrastructure plc	153	$32.28	$21.99	$3K	0.2%	-31.9%
DDOG	Datadog, Inc.	13	$89.09	$251.59	$3K	0.2%	+182.4%
VIAV	Viavi Solutions Inc.	85	$13.69	$36.47	$3K	0.2%	+166.5%
RVNC	Revance Therapeutics, Inc. - Common Stock	758	$10.55	$3.65	$3K	0.1%	-65.4%
NTLA	Intellia Therapeutics, Inc.	218	$42.28	$12.19	$3K	0.1%	-71.2%
NUAN	Nuance Communications, Inc.	40	$41.33	$55.45	$2K	0.1%	+34.2%
FNF	Fidelity National Financial	52	$36.06	$42.03	$2K	0.1%	+16.6%
PYPL	PayPal Holdings, Inc.	37	$109.78	$52.55	$2K	0.1%	-52.1%
PAGS	PagSeguro Digital Ltd.	188	$42.57	$9.06	$2K	0.1%	-78.7%
SI	Silvergate Capital Corporation Class A Common Stoc	86	$93.26	$17.30	$1K	0.1%	-81.5%
ATKR	Atkore Inc. Common Stock	15	$122.90	$94.53	$1K	0.1%	-23.1%
FMC	FMC Corp	143	$55.80	$9.99	$1K	0.1%	-82.1%
ARE	Alexandria Real Estate Equities, Inc.	24	$164.14	$51.89	$1K	0.1%	-68.4%
LMT	Lockheed Martin Corporation	2	$339.96	$524.30	$1K	0.1%	+54.2%
RI RIG	Transocean Ltd. (NYSE)	188	$42.55	$5.47	$1K	0.1%	-87.1%
NWL	Newell Brands Inc.	166	$48.28	$5.68	$941	0.1%	-88.2%
ETRN	Equitrans Midstream Corp	70	$10.30	$12.42	$869	0.0%	+20.6%
FAST	Fastenal Company - Common Stock	15	$26.50	$50.92	$745	0.0%	+92.2%
APO	Apollo Global Management, Inc.	4	$57.41	$124.60	$464	0.0%	+117.0%
TSN	Tyson Foods, Inc.	4	$54.15	$51.40	$195	0.0%	-5.1%
CRWD	CrowdStrike Holdings, Inc.	0	$145.72	$261.38	$95	0.0%	+79.4%

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 →