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
#PositionSinceCost basisValue todayGainShare 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.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1MSFT
Microsoft Corp.
2025-02-071.7y$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.

#StockTradesBuys / sellsBeat S&P 500Stock returnS&P 500
1MSFT21/10 of 1+28%+29%
2BCRED10/1โ€”โ€”โ€”
3K-PEC10/1โ€”โ€”โ€”
4VRTX10/1โ€”โ€”โ€”
5UNH10/1โ€”โ€”โ€”
6ORCL10/1โ€”โ€”โ€”
7AMZN10/1โ€”โ€”โ€”
8NVDA10/1โ€”โ€”โ€”
9TSM10/1โ€”โ€”โ€”
10LVS10/1โ€”โ€”โ€”
11ETN10/1โ€”โ€”โ€”
12ARGX10/1โ€”โ€”โ€”
13REIT10/1โ€”โ€”โ€”
14ASML10/1โ€”โ€”โ€”
15MA10/1โ€”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

โ€”Rumble Inc
2025-02-03 โ†’ 2026-08-08 ยท 551d late
BCREDBlackstone Private Credit Fund
2025-03-31 โ†’ 2025-05-14
K-PECKKR Private Equity Conglomerate LLC (K-PEC)
2025-02-14 โ†’ 2025-05-14
โ€”K-INFRA - Class S Hedge Fund
2025-02-14 โ†’ 2025-05-14
โ€”Blue Owl Capital Corporation
2025-02-13 โ†’ 2025-05-14
VRTXVertex Pharmaceuticals, Inc.
2025-02-11 โ†’ 2025-05-14
UNHUnitedHealth Group, Inc.
2025-02-11 โ†’ 2025-05-14
ORCLOracle Corp.
2025-02-11 โ†’ 2025-05-14
AMZNAmazon.com, Inc.
2025-02-11 โ†’ 2025-05-14
NVDANVIDIA Corp.
2025-02-11 โ†’ 2025-05-14
TSMTaiwan Semiconductor Manufacturing CompanyLtd.
2025-02-11 โ†’ 2025-05-14
LVSLas Vegas Sands Corp.
2025-02-11 โ†’ 2025-05-14
ETNEaton Corp. Plc
2025-02-11 โ†’ 2025-05-14
ARGXargenx SE American Depositary Shares
2025-02-11 โ†’ 2025-05-14
REITAmerican Tower Corporation
2025-02-11 โ†’ 2025-05-14
ASMLASML Holding N.V. New York Registry Shares
2025-02-11 โ†’ 2025-05-14
MAMastercard, Inc.
2025-02-11 โ†’ 2025-05-14
METAMeta Platforms Inc. Class A Common Stock
2025-02-11 โ†’ 2025-05-14
ICEIntercontinental Exchange, Inc.
2025-02-11 โ†’ 2025-05-14
MNSTMonster Beverage Corp.
2025-02-11 โ†’ 2025-05-14
GOOGAlphabet, Inc.
2025-02-11 โ†’ 2025-05-14
HLTHilton Worldwide Holdings, Inc.
2025-02-11 โ†’ 2025-05-14
BXBlackstone Inc. Common Stock
2025-02-11 โ†’ 2025-05-14
MRVLMarvell Technology Group Ltd.
2025-02-11 โ†’ 2025-05-14
AVGOBroadcom, Inc.
2025-02-11 โ†’ 2025-05-14
SHOPShopify Inc. Class A Subordinate Voting Shares
2025-02-11 โ†’ 2025-05-14
DKNGDraftKings Inc. Class A Common Stock
2025-02-11 โ†’ 2025-05-14
DDOGDatadog Inc. Class A Common Stock
2025-02-11 โ†’ 2025-05-14
DASHDoorDash Inc. Class A Common Stock
2025-02-11 โ†’ 2025-05-14
PCVXVaxcyte Inc. Common Stock
2025-02-11 โ†’ 2025-05-14
HWMHowmet Aerospace Inc. Common Stock
2025-02-11 โ†’ 2025-05-14
AAPLApple, Inc.
2025-02-11 โ†’ 2025-05-14
DHRDanaher Corp.
2025-02-11 โ†’ 2025-05-14
DEDeere & Co.
2025-02-11 โ†’ 2025-05-14
LLYEli Lilly & Co.
2025-02-11 โ†’ 2025-05-14
MSFTMicrosoft Corp.
2025-02-11 โ†’ 2025-05-14
PGRProgressive Corp.
2025-02-11 โ†’ 2025-05-14
ARCCAres Capital Corporation Common Stock
2025-02-11 โ†’ 2025-05-14
MSFTMicrosoft Corp.
2025-02-07 โ†’ 2025-05-14