Rich McCormick
Trades
76
66 buy / 10 sell
Buy Win Rate
60%
60 buy trades scored
Avg. Buy Return
+18.2%
Dollar-weighted avg
vs S&P 500
-10.1%
Same holding periods
Trading Performance
Based on 60 buys scored
Avg. Buy Return+18.2%
S&P 500 (same periods)+28.3%
Alpha vs S&P 500-10.1%
Buy Win Rate60%
Sell Timing20%
Buy / Sell Trades0 / 1
Buy/Sell Ratio0.0x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
76 trades disclosed
AMT
American Tower Corporation
Type:
Sell
Date
Apr 17, 2026
ABT
Abbott Laboratories Common Stock
Type:
Buy
Date
Mar 19, 2026
ADI
Analog Devices, Inc. - Common Stock
Type:
Sell
Date
Mar 19, 2026
ADP
Automatic Data Processing, Inc. - Common Stock
Type:
Sell
Date
Mar 19, 2026
ADP
Automatic Data Processing, Inc. - Common Stock
Type:
Buy
Date
Mar 19, 2026
BLK
BlackRock, Inc. Common Stock
Type:
Buy
Date
Mar 19, 2026
HD
Home Depot, Inc.
Type:
Buy
Date
Mar 19, 2026
JNJ
Johnson & Johnson Common Stock
Type:
Sell
Date
Mar 19, 2026
LHX
L3Harris Technologies, Inc. Common Stock
Type:
Sell
Date
Mar 19, 2026
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Mar 19, 2026
NEE
NextEra Energy, Inc. Common Stock
Type:
Sell
Date
Mar 19, 2026
UNH
UnitedHealth Group Incorporated
Type:
Buy
Date
Mar 19, 2026
MGK
Vanguard Mega Cap Growth ETF
Type:
Buy
Date
Mar 19, 2026
O
Realty Income Corporation Common Stock
Type:
Buy
Date
Nov 5, 2025
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Buy
Date
Nov 5, 2025
COST
Costco Wholesale Corporation - Common Stock
Type:
Buy
Date
Nov 5, 2025
EMR
Emerson Electric Company Common Stock
Type:
Buy
Date
Nov 5, 2025
HD
Home Depot, Inc.
Type:
Buy
Date
Nov 5, 2025
ITW
Illinois Tool Works Inc. Common Stock
Type:
Buy
Date
Nov 5, 2025
ICE
Intercontinental Exchange Inc. Common Stock
Type:
Buy
Date
Nov 5, 2025
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Nov 5, 2025
LHX
L3Harris Technologies, Inc. Common Stock
Type:
Buy
Date
Nov 5, 2025
MCD
McDonald's Corporation Common Stock
Type:
Buy
Date
Nov 5, 2025
MDT
Medtronic plc. Ordinary Shares
Type:
Buy
Date
Nov 5, 2025
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Nov 5, 2025
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
Nov 5, 2025
PEP
Pepsico, Inc.
Type:
Buy
Date
Nov 5, 2025
PG
Procter & Gamble Company
Type:
Buy
Date
Nov 5, 2025
ADP
Automatic Data Processing, Inc. - Common Stock
Type:
Buy
Date
Nov 5, 2025
BRK-B
Berkshire Hathaway Inc. New Common Stock
Type:
Buy
Date
Nov 5, 2025
BLK
BlackRock, Inc. Common Stock
Type:
Buy
Date
Nov 5, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Buy
Date
Nov 5, 2025
V
Visa Inc.
Type:
Buy
Date
Nov 5, 2025
WMT
Walmart Inc. Common Stock
Type:
Buy
Date
Nov 5, 2025
AWK
American Water Works Company, Inc. Common Stock
Type:
Buy
Date
Nov 5, 2025
ABT
Abbott Laboratories Common Stock
Type:
Buy
Date
Nov 5, 2025
APD
Air Products and Chemicals, Inc. Common Stock
Type:
Buy
Date
Nov 5, 2025
ADI
Analog Devices, Inc. - Common Stock
Type:
Buy
Date
Nov 5, 2025
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Nov 5, 2025
BLK
BlackRock, Inc. Common Stock
Type:
Sell
Date
Sep 18, 2025
LHX
L3Harris Technologies, Inc. Common Stock
Type:
Sell
Date
Sep 18, 2025
MSFT
Microsoft Corporation - Common Stock
Type:
Sell
Date
Sep 18, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Sell
Date
Sep 18, 2025
APD
Air Products and Chemicals, Inc. Common Stock
Type:
Buy
Date
Mar 15, 2023
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Mar 15, 2023
NBGIX
Neuberger Berman Genesis Institutional
Type:
Buy
Date
Mar 15, 2023
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
Mar 15, 2023
FARCX
Nuveen Real Estate Securities Fund Cl I
Type:
Buy
Date
Mar 15, 2023
ABT
Abbott Laboratories Common Stock
Type:
Buy
Date
Mar 15, 2023
PEP
Pepsico, Inc.
Type:
Buy
Date
Mar 15, 2023
MDT
Medtronic plc. Ordinary Shares
Type:
Buy
Date
Mar 15, 2023
EMR
Emerson Electric Company Common Stock
Type:
Buy
Date
Mar 15, 2023
AMT
American Tower Corporation
Type:
Buy
Date
Mar 15, 2023
AWK
American Water Works Company, Inc. Common Stock
Type:
Buy
Date
Mar 15, 2023
ADI
Analog Devices, Inc. - Common Stock
Type:
Buy
Date
Mar 15, 2023
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Mar 15, 2023
ADP
Automatic Data Processing, Inc. - Common Stock
Type:
Buy
Date
Mar 15, 2023
BARIX
Baron Asset Fund Inst Shs
Type:
Buy
Date
Mar 15, 2023
BEXIX
Baron Emerging Markets Fd Inst Shs
Type:
Buy
Date
Mar 15, 2023
BLK
BlackRock, Inc. Common Stock
Type:
Buy
Date
Mar 15, 2023
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Buy
Date
Mar 15, 2023
COST
Costco Wholesale Corporation - Common Stock
Type:
Buy
Date
Mar 15, 2023
FCPIX
Fidelity Advisor International Capital Appreciation Fund
Type:
Buy
Date
Mar 15, 2023
FEPIX
Fidelity Advisor Total
Type:
Buy
Date
Mar 15, 2023
HD
Home Depot, Inc.
Type:
Buy
Date
Mar 15, 2023
ITW
Illinois Tool Works Inc. Common Stock
Type:
Buy
Date
Mar 15, 2023
ICE
Intercontinental Exchange Inc. Common Stock
Type:
Buy
Date
Mar 15, 2023
JFLEX
Janus Henderson Flexible
Type:
Buy
Date
Mar 15, 2023
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Mar 15, 2023
LHX
L3Harris Technologies, Inc. Common Stock
Type:
Buy
Date
Mar 15, 2023
MCD
McDonald's Corporation Common Stock
Type:
Buy
Date
Mar 15, 2023
O
Realty Income Corporation Common Stock
Type:
Buy
Date
Mar 15, 2023
TSIIX
Thornburg Strategic Income Fund Class 1 Shs
Type:
Buy
Date
Mar 15, 2023
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Buy
Date
Mar 15, 2023
MGK
Vanguard Mega Cap Growth ETF
Type:
Buy
Date
Mar 15, 2023
WMT
Walmart Inc. Common Stock
Type:
Buy
Date
Mar 15, 2023
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer