SD
Sean DuffyExec
Level I Department of Transportation ยท 2025-02 โ 2025-03
- Chamber
- Executive branch
- Agency
- Department of Transportation
- Party
- โ
- State
- โ
- Trades
- 39 (1 buys ยท 38 sells)
- Estimated volume
- $711K
- Late filings
- 100% (1 of 39)
- Median filing lag
- 551 days
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $10K
- from $8K cost
- Estimated gain
- +$2K
- Up 28%
- Versus the S&P 500
- -$7
- SPY would hold $10K
- Positions
- 1
- from 1 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp. | 2025-02-07 | $8K | $10K | +28% | 100% |
Trades that mattered most
100% of their result against the S&P 500 comes from 1 MSFT buys.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp. | 2025-02-07 | 1.7y | $1K-15K | +28% | -0% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | MSFT | 2 | 1/1 | 0 of 1 | +28% | +29% |
| 2 | BCRED | 1 | 0/1 | โ | โ | โ |
| 3 | K-PEC | 1 | 0/1 | โ | โ | โ |
| 4 | VRTX | 1 | 0/1 | โ | โ | โ |
| 5 | UNH | 1 | 0/1 | โ | โ | โ |
| 6 | ORCL | 1 | 0/1 | โ | โ | โ |
| 7 | AMZN | 1 | 0/1 | โ | โ | โ |
| 8 | NVDA | 1 | 0/1 | โ | โ | โ |
| 9 | TSM | 1 | 0/1 | โ | โ | โ |
| 10 | LVS | 1 | 0/1 | โ | โ | โ |
| 11 | ETN | 1 | 0/1 | โ | โ | โ |
| 12 | ARGX | 1 | 0/1 | โ | โ | โ |
| 13 | REIT | 1 | 0/1 | โ | โ | โ |
| 14 | ASML | 1 | 0/1 | โ | โ | โ |
| 15 | MA | 1 | 0/1 | โ | โ | โ |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
39 of 39
โRumble Inc
SD
Sean Duffy
Level I Department of Transportation
Sell$50K-100K
BCREDBlackstone Private Credit Fund
SD
Sean Duffy
Level I Department of Transportation
Sell$100K-250K
K-PECKKR Private Equity Conglomerate LLC (K-PEC)
SD
Sean Duffy
Level I Department of Transportation
Sell$50K-100K
โK-INFRA - Class S Hedge Fund
SD
Sean Duffy
Level I Department of Transportation
Sell$15K-50K
โBlue Owl Capital Corporation
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-17.9% vs SPY
VRTXVertex Pharmaceuticals, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-58.3% vs SPY
UNHUnitedHealth Group, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-45.6% vs SPY
ORCLOracle Corp.
SD
Sean Duffy
Level I Department of Transportation
Sell$15K-50K
-19.5% vs SPY
AMZNAmazon.com, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+50.7% vs SPY
NVDANVIDIA Corp.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+102.2% vs SPY
TSMTaiwan Semiconductor Manufacturing CompanyLtd.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-38.9% vs SPY
LVSLas Vegas Sands Corp.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+10.6% vs SPY
ETNEaton Corp. Plc
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+15.2% vs SPY
ARGXargenx SE American Depositary Shares
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-11.0% vs SPY
REITAmerican Tower Corporation
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+118.7% vs SPY
ASMLASML Holding N.V. New York Registry Shares
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-28.3% vs SPY
MAMastercard, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-24.3% vs SPY
METAMeta Platforms Inc. Class A Common Stock
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-37.4% vs SPY
ICEIntercontinental Exchange, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-37.8% vs SPY
MNSTMonster Beverage Corp.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+55.1% vs SPY
GOOGAlphabet, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-9.3% vs SPY
HLTHilton Worldwide Holdings, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-60.3% vs SPY
BXBlackstone Inc. Common Stock
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+120.8% vs SPY
MRVLMarvell Technology Group Ltd.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+26.6% vs SPY
AVGOBroadcom, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+0.3% vs SPY
SHOPShopify Inc. Class A Subordinate Voting Shares
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-81.7% vs SPY
DKNGDraftKings Inc. Class A Common Stock
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+64.4% vs SPY
DDOGDatadog Inc. Class A Common Stock
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-27.8% vs SPY
DASHDoorDash Inc. Class A Common Stock
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-40.4% vs SPY
PCVXVaxcyte Inc. Common Stock
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+51.1% vs SPY
HWMHowmet Aerospace Inc. Common Stock
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+16.1% vs SPY
AAPLApple, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-20.0% vs SPY
DHRDanaher Corp.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+16.5% vs SPY
DEDeere & Co.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+4.8% vs SPY
LLYEli Lilly & Co.
SD
Sean Duffy
Level I Department of Transportation
Sell$15K-50K
+0.4% vs SPY
MSFTMicrosoft Corp.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-45.7% vs SPY
PGRProgressive Corp.
SD
Sean Duffy
Level I Department of Transportation
Sell$15K-50K
-44.6% vs SPY
ARCCAres Capital Corporation Common Stock
SD
Sean Duffy
Level I Department of Transportation
Buy$1K-15K
-0.1% vs SPY
MSFTMicrosoft Corp.
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
SD Sean Duffy Level I Department of Transportation | โ | Rumble Inc | Sell | $1K-15K | 2025-02-03 | 2026-08-08 | 551d | โ | |
SD Sean Duffy Level I Department of Transportation | Blackstone Private Credit Fund | Sell | $50K-100K | 2025-03-31 | 2025-05-14 | โ | โ | ||
SD Sean Duffy Level I Department of Transportation | KKR Private Equity Conglomerate LLC (K-PEC) | Sell | $100K-250K | 2025-02-14 | 2025-05-14 | โ | โ | ||
SD Sean Duffy Level I Department of Transportation | โ | K-INFRA - Class S Hedge Fund | Sell | $50K-100K | 2025-02-14 | 2025-05-14 | โ | โ | |
SD Sean Duffy Level I Department of Transportation | โ | Blue Owl Capital Corporation | Sell | $15K-50K | 2025-02-13 | 2025-05-14 | โ | โ | |
SD Sean Duffy Level I Department of Transportation | Vertex Pharmaceuticals, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -17.9% | ||
SD Sean Duffy Level I Department of Transportation | UnitedHealth Group, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -58.3% | ||
SD Sean Duffy Level I Department of Transportation | Oracle Corp. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -45.6% | ||
SD Sean Duffy Level I Department of Transportation | Amazon.com, Inc. | Sell | $15K-50K | 2025-02-11 | 2025-05-14 | โ | -19.5% | ||
SD Sean Duffy Level I Department of Transportation | NVIDIA Corp. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | +50.7% | ||
SD Sean Duffy Level I Department of Transportation | Taiwan Semiconductor Manufacturing CompanyLtd. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | +102.2% | ||
SD Sean Duffy Level I Department of Transportation | Las Vegas Sands Corp. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -38.9% | ||
SD Sean Duffy Level I Department of Transportation | Eaton Corp. Plc | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | +10.6% | ||
SD Sean Duffy Level I Department of Transportation | argenx SE American Depositary Shares | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | +15.2% | ||
SD Sean Duffy Level I Department of Transportation | American Tower Corporation | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -11.0% | ||
SD Sean Duffy Level I Department of Transportation | ASML Holding N.V. New York Registry Shares | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | +118.7% | ||
SD Sean Duffy Level I Department of Transportation | Mastercard, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -28.3% | ||
SD Sean Duffy Level I Department of Transportation | Meta Platforms Inc. Class A Common Stock | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -24.3% | ||
SD Sean Duffy Level I Department of Transportation | Intercontinental Exchange, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -37.4% | ||
SD Sean Duffy Level I Department of Transportation | Monster Beverage Corp. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -37.8% | ||
SD Sean Duffy Level I Department of Transportation | Alphabet, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | +55.1% | ||
SD Sean Duffy Level I Department of Transportation | Hilton Worldwide Holdings, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -9.3% | ||
SD Sean Duffy Level I Department of Transportation | Blackstone Inc. Common Stock | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -60.3% | ||
SD Sean Duffy Level I Department of Transportation | Marvell Technology Group Ltd. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | +120.8% | ||
SD Sean Duffy Level I Department of Transportation | Broadcom, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | +26.6% | ||
SD Sean Duffy Level I Department of Transportation | Shopify Inc. Class A Subordinate Voting Shares | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | +0.3% | ||
SD Sean Duffy Level I Department of Transportation | DraftKings Inc. Class A Common Stock | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -81.7% | ||
SD Sean Duffy Level I Department of Transportation | Datadog Inc. Class A Common Stock | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | +64.4% | ||
SD Sean Duffy Level I Department of Transportation | DoorDash Inc. Class A Common Stock | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -27.8% | ||
SD Sean Duffy Level I Department of Transportation | Vaxcyte Inc. Common Stock | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -40.4% | ||
SD Sean Duffy Level I Department of Transportation | Howmet Aerospace Inc. Common Stock | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | +51.1% | ||
SD Sean Duffy Level I Department of Transportation | Apple, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | +16.1% | ||
SD Sean Duffy Level I Department of Transportation | Danaher Corp. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -20.0% | ||
SD Sean Duffy Level I Department of Transportation | Deere & Co. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | +16.5% | ||
SD Sean Duffy Level I Department of Transportation | Eli Lilly & Co. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | +4.8% | ||
SD Sean Duffy Level I Department of Transportation | Microsoft Corp. | Sell | $15K-50K | 2025-02-11 | 2025-05-14 | โ | +0.4% | ||
SD Sean Duffy Level I Department of Transportation | Progressive Corp. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | โ | -45.7% | ||
SD Sean Duffy Level I Department of Transportation | Ares Capital Corporation Common Stock | Sell | $15K-50K | 2025-02-11 | 2025-05-14 | โ | -44.6% | ||
SD Sean Duffy Level I Department of Transportation | Microsoft Corp. | Buy | $1K-15K | 2025-02-07 | 2025-05-14 | โ | -0.1% |