SD
Sean DuffyExec
Level I Department of Transportation · 2025-02 → 2025-03
- Chamber
- Executive branch
- Agency
- Department of Transportation
- Party
- —
- State
- —
- Trades
- 39 (1 buys · 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 29%
- Versus the S&P 500
- +$568
- 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 | +29% | 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 | +29% | +7% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| Mar 2025 | 0 | 1 |
| Feb 2025 | 1 | 37 |
Buys and sells per month as a CSV, by the month they were made.
All trades
39 of 39
—Rumble 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
—K-INFRA - Class S Hedge Fund
SD
Sean Duffy
Level I Department of Transportation
Sell$15K-50K
—Blue Owl Capital Corporation
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-1.3% vs SPY
VRTXVertex Pharmaceuticals, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-47.7% vs SPY
UNHUnitedHealth Group, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-56.0% vs SPY
ORCLOracle Corp.
SD
Sean Duffy
Level I Department of Transportation
Sell$15K-50K
-10.1% vs SPY
AMZNAmazon.com, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+19.1% vs SPY
NVDANVIDIA Corp.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+58.4% vs SPY
TSMTaiwan Semiconductor Manufacturing CompanyLtd.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-22.7% vs SPY
LVSLas Vegas Sands Corp.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-13.5% vs SPY
ETNEaton Corp. Plc
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+24.3% 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
+67.7% vs SPY
ASMLASML Holding N.V. New York Registry Shares
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-5.9% vs SPY
MAMastercard, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-36.7% vs SPY
METAMeta Platforms Inc. Class A Common Stock
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-18.3% vs SPY
ICEIntercontinental Exchange, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-26.3% vs SPY
MNSTMonster Beverage Corp.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+30.3% vs SPY
GOOGAlphabet, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+16.2% vs SPY
HLTHilton Worldwide Holdings, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-49.0% vs SPY
BXBlackstone Inc. Common Stock
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+7.9% vs SPY
MRVLMarvell Technology Group Ltd.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+3.5% vs SPY
AVGOBroadcom, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-1.0% vs SPY
SHOPShopify Inc. Class A Subordinate Voting Shares
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-78.9% vs SPY
DKNGDraftKings Inc. Class A Common Stock
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+1.6% vs SPY
DDOGDatadog Inc. Class A Common Stock
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-28.4% vs SPY
DASHDoorDash Inc. Class A Common Stock
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-46.4% vs SPY
PCVXVaxcyte Inc. Common Stock
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+37.7% vs SPY
HWMHowmet Aerospace Inc. Common Stock
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+25.7% vs SPY
AAPLApple, Inc.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-7.3% vs SPY
DHRDanaher Corp.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+20.1% vs SPY
DEDeere & Co.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
+35.1% vs SPY
LLYEli Lilly & Co.
SD
Sean Duffy
Level I Department of Transportation
Sell$15K-50K
+7.5% vs SPY
MSFTMicrosoft Corp.
SD
Sean Duffy
Level I Department of Transportation
Sell$1K-15K
-33.0% vs SPY
PGRProgressive Corp.
SD
Sean Duffy
Level I Department of Transportation
Sell$15K-50K
-37.2% vs SPY
ARCCAres Capital Corporation Common Stock
SD
Sean Duffy
Level I Department of Transportation
Buy$1K-15K
+7.1% vs SPY
MSFTMicrosoft Corp.
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
SD Sean Duffy Level I Department of Transportation | — | Rumble Inc | Sell | $1K-15K | 2025-02-03 | 2026-08-08 551d | — | |
SD Sean Duffy Level I Department of Transportation | Blackstone Private Credit Fund | Sell | $50K-100K | 2025-03-31 | 2025-05-14 | — | ||
SD Sean Duffy Level I Department of Transportation | KKR Private Equity Conglomerate LLC (K-PEC) | Sell | $100K-250K | 2025-02-14 | 2025-05-14 | — | ||
SD Sean Duffy Level I Department of Transportation | — | K-INFRA - Class S Hedge Fund | Sell | $50K-100K | 2025-02-14 | 2025-05-14 | — | |
SD Sean Duffy Level I Department of Transportation | — | Blue Owl Capital Corporation | Sell | $15K-50K | 2025-02-13 | 2025-05-14 | — | |
SD Sean Duffy Level I Department of Transportation | Vertex Pharmaceuticals, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -1.3% | ||
SD Sean Duffy Level I Department of Transportation | UnitedHealth Group, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -47.7% | ||
SD Sean Duffy Level I Department of Transportation | Oracle Corp. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -56.0% | ||
SD Sean Duffy Level I Department of Transportation | Amazon.com, Inc. | Sell | $15K-50K | 2025-02-11 | 2025-05-14 | -10.1% | ||
SD Sean Duffy Level I Department of Transportation | NVIDIA Corp. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | +19.1% | ||
SD Sean Duffy Level I Department of Transportation | Taiwan Semiconductor Manufacturing CompanyLtd. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | +58.4% | ||
SD Sean Duffy Level I Department of Transportation | Las Vegas Sands Corp. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -22.7% | ||
SD Sean Duffy Level I Department of Transportation | Eaton Corp. Plc | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -13.5% | ||
SD Sean Duffy Level I Department of Transportation | argenx SE American Depositary Shares | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | +24.3% | ||
SD Sean Duffy Level I Department of Transportation | American Tower Corporation | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -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 | +67.7% | ||
SD Sean Duffy Level I Department of Transportation | Mastercard, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -5.9% | ||
SD Sean Duffy Level I Department of Transportation | Meta Platforms Inc. Class A Common Stock | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -36.7% | ||
SD Sean Duffy Level I Department of Transportation | Intercontinental Exchange, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -18.3% | ||
SD Sean Duffy Level I Department of Transportation | Monster Beverage Corp. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -26.3% | ||
SD Sean Duffy Level I Department of Transportation | Alphabet, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | +30.3% | ||
SD Sean Duffy Level I Department of Transportation | Hilton Worldwide Holdings, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | +16.2% | ||
SD Sean Duffy Level I Department of Transportation | Blackstone Inc. Common Stock | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -49.0% | ||
SD Sean Duffy Level I Department of Transportation | Marvell Technology Group Ltd. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | +7.9% | ||
SD Sean Duffy Level I Department of Transportation | Broadcom, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | +3.5% | ||
SD Sean Duffy Level I Department of Transportation | Shopify Inc. Class A Subordinate Voting Shares | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -1.0% | ||
SD Sean Duffy Level I Department of Transportation | DraftKings Inc. Class A Common Stock | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -78.9% | ||
SD Sean Duffy Level I Department of Transportation | Datadog Inc. Class A Common Stock | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | +1.6% | ||
SD Sean Duffy Level I Department of Transportation | DoorDash Inc. Class A Common Stock | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -28.4% | ||
SD Sean Duffy Level I Department of Transportation | Vaxcyte Inc. Common Stock | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -46.4% | ||
SD Sean Duffy Level I Department of Transportation | Howmet Aerospace Inc. Common Stock | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | +37.7% | ||
SD Sean Duffy Level I Department of Transportation | Apple, Inc. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | +25.7% | ||
SD Sean Duffy Level I Department of Transportation | Danaher Corp. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -7.3% | ||
SD Sean Duffy Level I Department of Transportation | Deere & Co. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | +20.1% | ||
SD Sean Duffy Level I Department of Transportation | Eli Lilly & Co. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | +35.1% | ||
SD Sean Duffy Level I Department of Transportation | Microsoft Corp. | Sell | $15K-50K | 2025-02-11 | 2025-05-14 | +7.5% | ||
SD Sean Duffy Level I Department of Transportation | Progressive Corp. | Sell | $1K-15K | 2025-02-11 | 2025-05-14 | -33.0% | ||
SD Sean Duffy Level I Department of Transportation | Ares Capital Corporation Common Stock | Sell | $15K-50K | 2025-02-11 | 2025-05-14 | -37.2% | ||
SD Sean Duffy Level I Department of Transportation | Microsoft Corp. | Buy | $1K-15K | 2025-02-07 | 2025-05-14 | +7.1% |