Sheldon Whitehouse portfolio
Sheldon Whitehouse has represented RI in the Senate since 2007. Committee seats: Environment and Public Works (Ranking Member), Finance, Budget, Judiciary, United States Senate Caucus on International Narcotics Control (Chairman), Commission on Security and Cooperation in Europe. Sheldon Whitehouse has disclosed 831 trades (410 purchases, 397 sales); the latest was on Sep 4, 2026. Over the past year the disclosed stock holdings returned +6.4%, against +11.9% for the S&P 500.
Est. value $13.9M across 36 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | $11.1M | Aug 13, 2026Sale (partial) | $10K–150K10 purchases | $1.45 | +8343.70% | $214.40 | 22 |
| WMTWal-Mart Stores Inc. | $377K | Aug 28, 2018Purchase | $22K–155K8 purchases | $28.36 | +307.83% | $120.71 | 8 |
| MSFTMSFT | $363K | Sep 4, 2025Sale (partial) | $17K–80K3 purchases | $64.05 | +764.10% | $523.87 | 4 |
| AMZNAmazon.com Inc. (NASDAQ) | $330K | Dec 28, 2018Purchase | $31K–115K3 purchases | $45.85 | +292.41% | $246.81 | 5 |
| VVisa Inc. (NYSE) | $320K | Sep 4, 2026Sale (partial) | $31K–115K3 purchases | $54.77 | +572.47% | $410.79 | 9 |
| GOOGLGoogle Inc. (NASDAQ) | $204K | Nov 15, 2016Purchase | $3K–45K3 purchases | $33.61 | +617.58% | $285.76 | 3 |
| LLYEli Lilly and Company | $150K | Oct 30, 2024Purchase | $31K–115K3 purchases | $667.41 | +101.10% | $1,371.77 | 3 |
| BRK-BBerkshire Hathaway Inc. | $134K | Aug 6, 2018Purchase | $5K–75K5 purchases | $162.90 | +226.28% | $543.78 | 5 |
| JPMJPMorgan Chase & Co. (NYSE) | $122K | Sep 4, 2026Sale (partial) | $6K–90K6 purchases | $67.45 | +378.89% | $344.84 | 10 |
| LMTLockheed Martin Corporation | $97K | Jan 6, 2016Purchase | $15K–50K1 purchase | $217.63 | +146.25% | $646.51 | 1 |
| CSCOCisco Systems, Inc. | $92K | Jul 28, 2017Purchase | $3K–45K3 purchases | $28.43 | +266.31% | $109.05 | 3 |
| KOThe Coca-Cola Company (NYSE) | $66K | Nov 21, 2025Purchase | $5K–75K5 purchases | $56.26 | +63.18% | $92.40 | 6 |
| MAMastercard Incorporated | $63K | Feb 23, 2026Sale (partial) | $2K–30K2 purchases | $109.90 | +457.52% | $638.89 | 5 |
| QQQPowerShares QQQ Trust, Series 1 (NASDAQ) | $59K | Oct 2, 2014Purchase | $1K–15K1 purchase | $97.21 | +548.15% | $716.34 | 1 |
| BACBank of America Corporation (NYSE) | $52K | May 16, 2017Purchase | $2K–30K2 purchases | $15.95 | +226.54% | $51.93 | 4 |
| DLRDigital Realty Trust, Inc. | $47K | Feb 13, 2020Purchase | $15K–50K1 purchase | $126.53 | +32.67% | $184.30 | 1 |
| NVSNovartis Ag ADR | $37K | Apr 9, 2024Sale (partial) | $15K–50K1 purchase | $103.58 | +66.04% | $160.21 | 2 |
| RTNRaytheon Co. (NYSE) | $33K | Apr 3, 2020Exchange | $15K–50K1 purchase | No data | — | — | 4 |
| PGThe Procter & Gamble Company (NYSE) | $31K | Feb 27, 2019Purchase | $2K–30K2 purchases | $82.80 | +89.28% | $158.92 | 2 |
| LOWLowe's Companies Inc. (NYSE) | $27K | Jul 20, 2026Sale (partial) | $1K–15K1 purchase | $46.29 | +302.26% | $204.43 | 2 |
| CVSCVS Caremark Corporation (NYSE) | $26K | Aug 27, 2019Purchase | $2K–30K2 purchases | $55.53 | +59.08% | $90.67 | 9 |
| COHRCoherent Corp. Common Stock | $19K | Jun 25, 2026Purchase | $15K–50K1 purchase | $407.25 | -23.87% | $241.37 | 1 |
| SYKStryker Corporation | $18K | Aug 24, 2017Purchase | $1K–15K1 purchase | $138.77 | +117.10% | $311.60 | 1 |
| GSThe Goldman Sachs Group, Inc. | $17K | Jun 27, 2024Purchase | $1K–15K1 purchase | $445.96 | +86.22% | $936.72 | 8 |
| VDCVanguard Consumer Staples ETF | $17K | May 9, 2014Purchase | $1K–15K1 purchase | $114.30 | +81.40% | $237.73 | 1 |
| GHGuardant Health Inc | $14K | Nov 21, 2025Purchase | $1K–15K1 purchase | $105.42 | +74.26% | $183.36 | 1 |
| HPQHP Inc. | $13K | Jul 25, 2017Purchase | $1K–15K1 purchase | $19.41 | +74.99% | $32.39 | 1 |
| DALDelta Air Lines, Inc. | $12K | Jun 6, 2018Purchase | $1K–15K1 purchase | $54.17 | +62.06% | $82.28 | 1 |
| VEVIXVictory Sycamore Established Value I | $11K | May 25, 2017Purchase | $1K–15K1 purchase | $37.72 | +36.44% | $51.60 | 1 |
| HOTStarwood Hotels & Resorts Worldwide Inc. | $8K | Mar 1, 2016Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| ISISIsis Pharmaceuticals, Inc. (NASDAQ) | $8K | Sep 18, 2014Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| TWXTime Warner Inc. (NYSE) | $8K | Feb 19, 2014Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| HSYHershey Foods Corp | $7K | Nov 21, 2025Purchase | $1K–15K1 purchase | $186.00 | -11.36% | $164.05 | 1 |
| MUMicron Technology, Inc. - Common Stock | $6K | Jun 25, 2026Purchase | $1K–15K1 purchase | $1,213.56 | +0.67% | $955.16 | 1 |
| HYTBlackrock Corporate High Yield (NYSE) | $5K | Aug 21, 2014Purchase | $1K–15K1 purchase | $12.08 | -33.86% | $7.91 | 1 |
| HASHasbro Inc. | $3K | Feb 12, 2019Sale (partial) | $4K–60K4 purchases | $82.82 | +44.29% | $117.84 | 5 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.