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

$1.7M

Unrealized P&L

$713K

+70.1%

Realized P&L

$161K

Open Positions

114

Performance vs S&P 500

+0.1%

SPY -0.8%

α +0.9%

+10.4%

SPY +14.0%

α -3.6%

+14.8%

SPY +7.8%

α +6.9%

+34.7%

SPY +24.0%

α +10.7%

+54.5%

SPY +71.8%

α -17.3%

+26.6%

SPY +76.2%

α -49.6%

All

+247.3%

SPY +400.9%

α -153.6%

Head-to-head with S&P 500

Live Holdings114 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
GLW	Corning Incorporated	708	$25.03	$207.67	$147K	8.5%	+729.7%
CEF	Sprott Physical Gold and Silver Trust	2,642	$15.14	$42.71	$113K	6.5%	+182.1%
DD	E. I. du Pont de Nemours and Company (NYSE)	2,054	$28.32	$48.02	$99K	5.7%	+69.6%
LITE	Lumentum Holdings Inc. - Common Stock	92	$86.82	$885.22	$82K	4.7%	+919.6%
PNQI	PowerShares NASDAQ Internet (NASDAQ)	1,747	$13.74	$44.74	$78K	4.5%	+225.7%
FTNT	Fortinet, Inc.	339	$23.62	$145.25	$49K	2.8%	+514.9%
NVDA	NVIDIA Corporation	226	$49.52	$207.84	$47K	2.7%	+319.7%
ABBV	AbbVie Inc. (NYSE)	198	$80.85	$229.09	$45K	2.6%	+183.3%
DELL	Dell Technologies Inc	107	$74.79	$416.18	$45K	2.6%	+456.5%
CVS	CVS Health Corporation	333	$67.18	$101.69	$34K	2.0%	+51.4%
JPM	JPMorgan Chase & Co.	90	$88.43	$331.58	$30K	1.7%	+275.0%
V	Visa Inc.	76	$209.63	$326.77	$25K	1.4%	+55.9%
BMY	Bristol-Myers Squibb Company	399	$60.17	$54.55	$22K	1.3%	-9.3%
SWKS	Skyworks Solutions, Inc.	282	$99.16	$76.58	$22K	1.3%	-22.8%
CME	CME Group Inc. - Class A Common Stock	86	$185.95	$245.58	$21K	1.2%	+32.1%
TMO	Thermo Fisher Scientific Inc.	45	$290.06	$463.62	$21K	1.2%	+59.8%
SQM	Sociedad Quimica y Minera S.A. Common Stock	263	$64.18	$78.24	$21K	1.2%	+21.9%
VLO	Valero Energy Corporation (NYSE)	80	$129.55	$241.73	$19K	1.1%	+86.6%
NTAP	NetApp, Inc.	122	$65.33	$158.07	$19K	1.1%	+142.0%
DHR	Danaher Corporation	108	$73.94	$177.91	$19K	1.1%	+140.6%
TSM	Taiwan Semiconductor Manufacturing Company Limited	41	$64.89	$465.55	$19K	1.1%	+617.4%
SAND	Sandstorm Gold Ltd. Ordinary Shares (Canada)	1,406	$5.69	$12.12	$17K	1.0%	+113.0%
SNPS	Synopsys, Inc.	37	$218.51	$461.60	$17K	1.0%	+111.3%
FLNG	FLEX LNG Ltd. Ordinary Shares	541	$29.58	$30.40	$16K	0.9%	+2.8%
ABT	Abbott Laboratories (NYSE)	184	$69.71	$88.15	$16K	0.9%	+26.4%
COR	CoreSite Realty Corporation Common Stock	57	$139.29	$271.06	$16K	0.9%	+94.6%
GLPI	Gaming and Leisure Properties, Inc. - Common Stock	350	$45.70	$44.31	$16K	0.9%	-3.0%
AGX	Argan, Inc. Common Stock	20	$39.42	$785.17	$15K	0.9%	+1891.8%
LDP	Cohen & Steers Limited Duration Preferred and Inco	739	$24.72	$20.78	$15K	0.9%	-15.9%
DLR	Digital Realty Trust, Inc. Common Stock	76	$105.03	$194.22	$15K	0.9%	+84.9%
RTX	Raytheon Technologies Corporation Common Stock	79	$100.65	$182.20	$14K	0.8%	+81.0%
VZ	Verizon Communications Inc.	318	$40.32	$45.38	$14K	0.8%	+12.6%
LMRK	Landmark Infrastructure Partners LP	864	$12.11	$16.49	$14K	0.8%	+36.1%
BSM	Black Stone Minerals, L.P. Common units representi	1,027	$15.58	$13.78	$14K	0.8%	-11.6%
TSLA	Tesla, Inc.	35	$231.59	$405.41	$14K	0.8%	+75.1%
MANT	ManTech International Corporation	139	$73.26	$95.98	$13K	0.8%	+31.0%
ROK	Rockwell Automation Inc	27	$292.64	$475.23	$13K	0.8%	+62.4%
ENB	Enbridge Inc	232	$34.55	$54.74	$13K	0.7%	+58.5%
PAAS	Pan American Silver Corp.	260	$30.80	$48.70	$13K	0.7%	+58.1%
RIO	Rio Tinto Group	128	$73.57	$98.96	$13K	0.7%	+34.5%
NVO	Novo Nordisk A/S	270	$29.66	$46.02	$12K	0.7%	+55.2%
BSTZ	BlackRock Science and Technology Trust II	400	$20.02	$31.03	$12K	0.7%	+55.0%
ARNA	Arena Pharmaceuticals, Inc.	123	$64.83	$99.99	$12K	0.7%	+54.2%
FPI	Farmland Partners Inc. Common Stock	1,256	$12.74	$9.72	$12K	0.7%	-23.7%
AMT	American Tower Corporation (REIT) Common Stock	67	$238.66	$175.79	$12K	0.7%	-26.3%
NVS	Novartis AG Common Stock	78	$102.54	$148.60	$12K	0.7%	+44.9%
MGM	MGM Resorts International Common Stock	240	$33.28	$46.60	$11K	0.7%	+40.0%
WM	Waste Management, Inc. Common Stock	52	$152.54	$213.17	$11K	0.7%	+39.8%
D	Dominion Energy Inc	163	$49.19	$68.12	$11K	0.6%	+38.5%
JNJ	Johnson & Johnson Common Stock	48	$167.10	$230.69	$11K	0.6%	+38.1%
ACIW	ACI Worldwide, Inc.	249	$32.13	$43.36	$11K	0.6%	+35.0%
CWEN	Clearway Energy, Inc.	284	$28.19	$37.06	$11K	0.6%	+31.5%
SJ SJR	Shaw Communications, Inc. (NYSE)	351	$22.78	$29.91	$11K	0.6%	+31.3%
NP NPK	National Presto Industries, Inc.	80	$99.60	$129.07	$10K	0.6%	+29.6%
EMR	Emerson Electric Company	69	$115.59	$149.46	$10K	0.6%	+29.3%
NEE	Nextera Energy	119	$67.51	$86.14	$10K	0.6%	+27.6%
BHP	BHP Group Limited American Depositary Shares (Each	119	$67.30	$85.69	$10K	0.6%	+27.3%
ALTM	Arcadium Lithium Plc	1,702	$4.70	$5.84	$10K	0.6%	+24.3%
ATVI	Activision Blizzard, Inc.	104	$76.81	$94.42	$10K	0.6%	+22.9%
JCI	Johnson Controls International plc Ordinary Share	66	$76.56	$148.44	$10K	0.6%	+93.9%
HASI	Hannon Armstrong Sustainable Infrastructure Capita	249	$32.09	$39.19	$10K	0.6%	+22.1%
RMD	ResMed Inc.	49	$163.93	$188.53	$9K	0.5%	+15.0%
NTR	Nutrien Ltd	147	$54.31	$62.25	$9K	0.5%	+14.6%
NWN	Northwest Natural Gas Company (NYSE)	186	$42.97	$48.91	$9K	0.5%	+13.8%
PEP	PepsiCo, Inc.	65	$123.86	$140.67	$9K	0.5%	+13.6%
DGX	Quest Diagnostics Incorporated	45	$77.45	$194.20	$9K	0.5%	+150.7%
EQNR	Equinor ASA	259	$30.84	$32.80	$9K	0.5%	+6.4%
BM BMN	BlackRock 2037 Municipal Target Term Trust Common	319	$25.08	$25.55	$8K	0.5%	+1.9%
LTHM	Livent Corp	485	$16.51	$16.51	$8K	0.5%	+0.0%
ERIC	Telefonaktiebolaget LM Ericsson (publ)	661	$12.11	$11.70	$8K	0.5%	-3.4%
MAXR	Maxar Technologies Inc.	142	$26.75	$52.99	$8K	0.4%	+98.1%
RAMP	LiveRamp Holdings, Inc.	192	$41.70	$37.67	$7K	0.4%	-9.7%
BAH	Booz Allen Hamilton Holding Corporation	112	$91.78	$63.74	$7K	0.4%	-30.6%
KEYS	Keysight Technologies, Inc.	18	$116.17	$370.65	$7K	0.4%	+219.1%
AES	The Aes Corp	460	$17.40	$14.65	$7K	0.4%	-15.8%
KMB	Kimberly-Clark Corp	66	$120.97	$100.92	$7K	0.4%	-16.6%
LHX	L3Harris Technologies, Inc.	23	$159.80	$284.87	$6K	0.4%	+78.3%
OXY	Occidental Petroleum Corp	125	$64.24	$51.81	$6K	0.4%	-19.4%
PFE	Pfizer Inc.	252	$31.72	$25.02	$6K	0.4%	-21.1%
HRL	Hormel Foods Corporation	260	$30.74	$24.25	$6K	0.4%	-21.1%
SBUX	Starbucks Corporation	62	$92.70	$100.06	$6K	0.4%	+7.9%
SNOW	Snowflake Inc. Class A Common Stock	26	$309.79	$226.03	$6K	0.3%	-27.0%
GLAD	Gladstone Capital Corporation	307	$9.90	$18.59	$6K	0.3%	+87.8%
C	Citigroup Inc.	39	$49.45	$145.13	$6K	0.3%	+193.5%
GMAB	Genmab A/S	219	$36.53	$25.50	$6K	0.3%	-30.2%
RHI	Robert Half International Inc.	177	$45.30	$29.58	$5K	0.3%	-34.7%
AEE	Ameren Corporation (NYSE)	47	$39.77	$109.57	$5K	0.3%	+175.5%
WW	WW International, Inc.	249	$41.57	$18.90	$5K	0.3%	-54.5%
GOLD	Barrick Gold Corporation	111	$15.27	$41.84	$5K	0.3%	+174.0%
VIAV	Viavi Solutions Inc.	85	$13.69	$52.45	$4K	0.3%	+283.2%
MET	MetLife, Inc.	49	$28.05	$87.12	$4K	0.3%	+210.6%
DIS	The Walt Disney Company	39	$151.94	$102.16	$4K	0.2%	-32.8%
AJRD	Aerojet Rocketdyne Holdings, Inc.	62	$37.54	$57.99	$4K	0.2%	+54.5%
NTLA	Intellia Therapeutics, Inc.	218	$42.28	$15.76	$3K	0.2%	-62.7%
BRKR	Bruker Corporation	60	$51.04	$56.81	$3K	0.2%	+11.3%
AY	Atlantica Sustainable Infrastructure plc	153	$32.28	$21.99	$3K	0.2%	-31.9%
DDOG	Datadog, Inc.	13	$89.09	$220.28	$3K	0.2%	+147.3%
RVNC	Revance Therapeutics, Inc. - Common Stock	758	$10.55	$3.65	$3K	0.2%	-65.4%
FNF	Fidelity National Financial	52	$36.06	$46.80	$2K	0.1%	+29.8%
NUAN	Nuance Communications, Inc.	40	$41.33	$55.45	$2K	0.1%	+34.2%
PAGS	PagSeguro Digital Ltd.	188	$42.57	$8.82	$2K	0.1%	-79.3%
PYPL	PayPal Holdings, Inc.	37	$109.78	$42.41	$2K	0.1%	-61.4%
FMC	FMC Corp	143	$55.80	$10.94	$2K	0.1%	-80.4%
SI	Silvergate Capital Corporation Class A Common Stoc	86	$93.26	$17.91	$2K	0.1%	-80.8%
ATKR	Atkore Inc. Common Stock	15	$122.90	$82.01	$1K	0.1%	-33.3%
ARE	Alexandria Real Estate Equities, Inc.	24	$164.14	$50.81	$1K	0.1%	-69.0%
LMT	Lockheed Martin Corporation	2	$339.96	$494.39	$1K	0.1%	+45.4%
RI RIG	Transocean Ltd. (NYSE)	188	$42.55	$5.37	$1K	0.1%	-87.4%
ETRN	Equitrans Midstream Corp	70	$10.30	$12.42	$869	0.1%	+20.6%
NWL	Newell Brands Inc.	166	$48.28	$5.08	$842	0.1%	-89.5%
FAST	Fastenal Company - Common Stock	15	$26.50	$46.31	$677	0.0%	+74.8%
APO	Apollo Global Management, Inc.	4	$57.41	$134.93	$503	0.0%	+135.0%
CRWD	CrowdStrike Holdings, Inc.	0	$145.72	$679.74	$249	0.0%	+366.5%
TSN	Tyson Foods, Inc.	4	$54.15	$55.74	$211	0.0%	+2.9%

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 →