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

$690K

+67.8%

Realized P&L

$161K

Open Positions

114

Performance vs S&P 500

+4.0%

SPY +9.1%

α -5.2%

+6.2%

SPY +6.3%

α -0.1%

+17.7%

SPY +8.2%

α +9.4%

+38.3%

SPY +30.5%

α +7.8%

+53.9%

SPY +79.5%

α -25.6%

+28.2%

SPY +76.5%

α -48.4%

All

+242.0%

SPY +396.4%

α -154.4%

Head-to-head with S&P 500

Live Holdings114 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
CEF	Sprott Physical Gold and Silver Trust	2,642	$15.14	$50.33	$133K	7.8%	+232.4%
GLW	Corning Incorporated	708	$25.03	$186.25	$132K	7.7%	+644.2%
DD	E. I. du Pont de Nemours and Company (NYSE)	2,054	$28.32	$49.55	$102K	6.0%	+75.0%
PNQI	PowerShares NASDAQ Internet (NASDAQ)	1,747	$13.74	$48.89	$85K	5.0%	+255.9%
LITE	Lumentum Holdings Inc. - Common Stock	92	$86.82	$906.82	$84K	4.9%	+944.5%
NVDA	NVIDIA Corporation	226	$49.52	$215.28	$49K	2.9%	+334.7%
ABBV	AbbVie Inc. (NYSE)	198	$80.85	$200.98	$40K	2.3%	+148.6%
FTNT	Fortinet, Inc.	339	$23.62	$113.84	$39K	2.3%	+382.0%
CVS	CVS Health Corporation	333	$67.18	$90.56	$30K	1.8%	+34.8%
DELL	Dell Technologies Inc	107	$74.79	$259.76	$28K	1.6%	+247.3%
JPM	JPMorgan Chase & Co.	90	$88.43	$302.25	$27K	1.6%	+241.8%
V	Visa Inc.	76	$209.63	$318.87	$24K	1.4%	+52.1%
CME	CME Group Inc. - Class A Common Stock	86	$185.95	$282.15	$24K	1.4%	+51.7%
SQM	Sociedad Quimica y Minera S.A. Common Stock	263	$64.18	$91.77	$24K	1.4%	+43.0%
BMY	Bristol-Myers Squibb Company	399	$60.17	$56.22	$22K	1.3%	-6.6%
TMO	Thermo Fisher Scientific Inc.	45	$290.06	$461.52	$21K	1.2%	+59.1%
VLO	Valero Energy Corporation (NYSE)	80	$129.55	$241.22	$19K	1.1%	+86.2%
SWKS	Skyworks Solutions, Inc.	282	$99.16	$67.02	$19K	1.1%	-32.4%
SNPS	Synopsys, Inc.	37	$218.51	$515.48	$19K	1.1%	+135.9%
DHR	Danaher Corporation	108	$73.94	$171.48	$19K	1.1%	+131.9%
FLNG	FLEX LNG Ltd. Ordinary Shares	541	$29.58	$32.71	$18K	1.0%	+10.6%
SAND	Sandstorm Gold Ltd. Ordinary Shares (Canada)	1,406	$5.69	$12.12	$17K	1.0%	+113.0%
GLPI	Gaming and Leisure Properties, Inc. - Common Stock	350	$45.70	$48.27	$17K	1.0%	+5.6%
TSM	Taiwan Semiconductor Manufacturing Company Limited	41	$64.89	$409.23	$17K	1.0%	+530.6%
ABT	Abbott Laboratories (NYSE)	184	$69.71	$84.36	$16K	0.9%	+21.0%
LDP	Cohen & Steers Limited Duration Preferred and Inco	739	$24.72	$21.00	$16K	0.9%	-15.0%
PAAS	Pan American Silver Corp.	260	$30.80	$59.19	$15K	0.9%	+92.2%
COR	CoreSite Realty Corporation Common Stock	57	$139.29	$261.93	$15K	0.9%	+88.0%
VZ	Verizon Communications Inc.	318	$40.32	$47.19	$15K	0.9%	+17.0%
DLR	Digital Realty Trust, Inc. Common Stock	76	$105.03	$195.38	$15K	0.9%	+86.0%
TSLA	Tesla, Inc.	35	$231.59	$424.98	$15K	0.9%	+83.5%
NTAP	NetApp, Inc.	122	$65.33	$117.83	$14K	0.8%	+80.4%
LMRK	Landmark Infrastructure Partners LP	864	$12.11	$16.49	$14K	0.8%	+36.1%
RTX	Raytheon Technologies Corporation Common Stock	79	$100.65	$176.76	$14K	0.8%	+75.6%
BSM	Black Stone Minerals, L.P. Common units representi	1,027	$15.58	$13.30	$14K	0.8%	-14.6%
AGX	Argan, Inc. Common Stock	20	$39.42	$688.43	$14K	0.8%	+1646.4%
RIO	Rio Tinto Group	128	$73.57	$105.22	$13K	0.8%	+43.0%
FPI	Farmland Partners Inc. Common Stock	1,256	$12.74	$10.64	$13K	0.8%	-16.5%
MANT	ManTech International Corporation	139	$73.26	$95.98	$13K	0.8%	+31.0%
NVO	Novo Nordisk A/S	270	$29.66	$46.10	$12K	0.7%	+55.4%
ENB	Enbridge Inc	232	$34.55	$53.48	$12K	0.7%	+54.8%
ROK	Rockwell Automation Inc	27	$292.64	$452.92	$12K	0.7%	+54.8%
ARNA	Arena Pharmaceuticals, Inc.	123	$64.83	$99.99	$12K	0.7%	+54.2%
AMT	American Tower Corporation (REIT) Common Stock	67	$238.66	$177.34	$12K	0.7%	-25.7%
ACIW	ACI Worldwide, Inc.	249	$32.13	$45.85	$11K	0.7%	+42.7%
NVS	Novartis AG Common Stock	78	$102.54	$146.16	$11K	0.7%	+42.5%
NP NPK	National Presto Industries, Inc.	80	$99.60	$141.69	$11K	0.7%	+42.3%
WM	Waste Management, Inc. Common Stock	52	$152.54	$215.88	$11K	0.7%	+41.5%
BSTZ	BlackRock Science and Technology Trust II	400	$20.02	$27.99	$11K	0.7%	+39.8%
NEE	Nextera Energy	119	$67.51	$93.14	$11K	0.7%	+38.0%
CWEN	Clearway Energy, Inc.	284	$28.19	$38.38	$11K	0.6%	+36.1%
JNJ	Johnson & Johnson Common Stock	48	$167.10	$221.51	$11K	0.6%	+32.6%
SJ SJR	Shaw Communications, Inc. (NYSE)	351	$22.78	$29.91	$11K	0.6%	+31.3%
HASI	Hannon Armstrong Sustainable Infrastructure Capita	249	$32.09	$41.34	$10K	0.6%	+28.8%
NTR	Nutrien Ltd	147	$54.31	$68.61	$10K	0.6%	+26.3%
RMD	ResMed Inc.	49	$163.93	$206.73	$10K	0.6%	+26.1%
BHP	BHP Group Limited American Depositary Shares (Each	119	$67.30	$84.74	$10K	0.6%	+25.9%
D	Dominion Energy Inc	163	$49.19	$61.87	$10K	0.6%	+25.8%
PEP	PepsiCo, Inc.	65	$123.86	$155.13	$10K	0.6%	+25.3%
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%
EMR	Emerson Electric Company	69	$115.59	$140.92	$10K	0.6%	+21.9%
EQNR	Equinor ASA	259	$30.84	$36.62	$9K	0.6%	+18.7%
NWN	Northwest Natural Gas Company (NYSE)	186	$42.97	$50.64	$9K	0.6%	+17.9%
MGM	MGM Resorts International Common Stock	240	$33.28	$38.82	$9K	0.6%	+16.6%
JCI	Johnson Controls International plc Ordinary Share	66	$76.56	$139.73	$9K	0.5%	+82.5%
BAH	Booz Allen Hamilton Holding Corporation	112	$91.78	$76.63	$9K	0.5%	-16.5%
DGX	Quest Diagnostics Incorporated	45	$77.45	$187.22	$8K	0.5%	+141.7%
BM BMN	BlackRock 2037 Municipal Target Term Trust Common	319	$25.08	$25.57	$8K	0.5%	+2.0%
LTHM	Livent Corp	485	$16.51	$16.51	$8K	0.5%	+0.0%
ERIC	Telefonaktiebolaget LM Ericsson (publ)	661	$12.11	$11.88	$8K	0.5%	-1.9%
MAXR	Maxar Technologies Inc.	142	$26.75	$52.99	$8K	0.4%	+98.1%
LHX	L3Harris Technologies, Inc.	23	$159.80	$300.06	$7K	0.4%	+87.8%
KEYS	Keysight Technologies, Inc.	18	$116.17	$359.33	$7K	0.4%	+209.3%
OXY	Occidental Petroleum Corp	125	$64.24	$53.12	$7K	0.4%	-17.3%
AES	The Aes Corp	460	$17.40	$14.32	$7K	0.4%	-17.7%
KMB	Kimberly-Clark Corp	66	$120.97	$98.58	$7K	0.4%	-18.5%
SBUX	Starbucks Corporation	62	$92.70	$104.85	$7K	0.4%	+13.1%
PFE	Pfizer Inc.	252	$31.72	$25.70	$6K	0.4%	-19.0%
GLAD	Gladstone Capital Corporation	307	$9.90	$19.93	$6K	0.4%	+101.3%
RAMP	LiveRamp Holdings, Inc.	192	$41.70	$30.54	$6K	0.3%	-26.8%
GMAB	Genmab A/S	219	$36.53	$26.12	$6K	0.3%	-28.5%
HRL	Hormel Foods Corporation	260	$30.74	$20.50	$5K	0.3%	-33.3%
AEE	Ameren Corporation (NYSE)	47	$39.77	$109.32	$5K	0.3%	+174.9%
GOLD	Barrick Gold Corporation	111	$15.27	$45.83	$5K	0.3%	+200.1%
C	Citigroup Inc.	39	$49.45	$126.09	$5K	0.3%	+155.0%
RHI	Robert Half International Inc.	177	$45.30	$26.63	$5K	0.3%	-41.2%
VIAV	Viavi Solutions Inc.	85	$13.69	$51.01	$4K	0.3%	+272.7%
DIS	The Walt Disney Company	39	$151.94	$107.75	$4K	0.3%	-29.1%
SNOW	Snowflake Inc. Class A Common Stock	26	$309.79	$151.78	$4K	0.2%	-51.0%
MET	MetLife, Inc.	49	$28.05	$77.92	$4K	0.2%	+177.8%
AJRD	Aerojet Rocketdyne Holdings, Inc.	62	$37.54	$57.99	$4K	0.2%	+54.5%
AY	Atlantica Sustainable Infrastructure plc	153	$32.28	$21.99	$3K	0.2%	-31.9%
NTLA	Intellia Therapeutics, Inc.	218	$42.28	$14.04	$3K	0.2%	-66.8%
RVNC	Revance Therapeutics, Inc. - Common Stock	758	$10.55	$3.65	$3K	0.2%	-65.4%
BRKR	Bruker Corporation	60	$51.04	$43.96	$3K	0.1%	-13.9%
FNF	Fidelity National Financial	52	$36.06	$50.39	$3K	0.1%	+39.7%
DDOG	Datadog, Inc.	13	$89.09	$197.69	$3K	0.1%	+121.9%
WW	WW International, Inc.	249	$41.57	$10.27	$3K	0.1%	-75.3%
NUAN	Nuance Communications, Inc.	40	$41.33	$55.45	$2K	0.1%	+34.2%
FMC	FMC Corp	143	$55.80	$13.41	$2K	0.1%	-76.0%
PAGS	PagSeguro Digital Ltd.	188	$42.57	$10.12	$2K	0.1%	-76.2%
PYPL	PayPal Holdings, Inc.	37	$109.78	$45.41	$2K	0.1%	-58.6%
RI RIG	Transocean Ltd. (NYSE)	188	$42.55	$6.41	$1K	0.1%	-85.0%
LMT	Lockheed Martin Corporation	2	$339.96	$508.11	$1K	0.1%	+49.5%
ATKR	Atkore Inc. Common Stock	15	$122.90	$74.03	$1K	0.1%	-39.8%
SI	Silvergate Capital Corporation Class A Common Stoc	86	$93.26	$13.23	$1K	0.1%	-85.8%
ARE	Alexandria Real Estate Equities, Inc.	24	$164.14	$46.38	$1K	0.1%	-71.7%
ETRN	Equitrans Midstream Corp	70	$10.30	$12.42	$869	0.1%	+20.6%
NWL	Newell Brands Inc.	166	$48.28	$4.54	$751	0.0%	-90.6%
FAST	Fastenal Company - Common Stock	15	$26.50	$44.16	$646	0.0%	+66.6%
APO	Apollo Global Management, Inc.	4	$57.41	$132.89	$495	0.0%	+131.5%
TSN	Tyson Foods, Inc.	4	$54.15	$68.81	$261	0.0%	+27.1%
CRWD	CrowdStrike Holdings, Inc.	0	$145.72	$525.03	$192	0.0%	+260.3%

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 →