1 year
26.66%
Cumulative estimated return
SPY: 13.01%
Outperformance: 13.65 percentage points
2025-10-24 – 2026-10-26
Missing information
- 2 annual source rows remain unresolved or superseded; excluded from usable transactions.
Sam T. Liccardo
Estimate as of Oct 26, 2026Democrat · House CA16
Wikipedia biography ↗Years Elected: About 1.8Rank: Unranked
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2025 – Nov 2, 2026
Estimated public-equity portfolio performance
3 years
93.87%
Cumulative estimated return
SPY: 51.72%
Outperformance: 42.15 percentage points
2024-04-15 – 2026-10-26
Missing information
- Available investment history starts 2024-04-15.
- 2 annual source rows remain unresolved or superseded; excluded from usable transactions.
5 years
93.87%
Cumulative estimated return
SPY: 51.72%
Outperformance: 42.15 percentage points
2024-04-15 – 2026-10-26
Missing information
- Available investment history starts 2024-04-15.
- 2 annual source rows remain unresolved or superseded; excluded from usable transactions.
As of Oct 26, 2026. 1 parsed trades. Ranks use three-year return. Not ranked: fewer than 10 parsed trades.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| AWR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $86.32Oct 30, 2026 | Unavailable |
| BMY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $62.48Oct 30, 2026 | Unavailable |
| MRK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $149.52Oct 30, 2026 | Unavailable |
| NVCR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $13.15Oct 30, 2026 | Unavailable |
| NVDA | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| AMD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $504.80Oct 30, 2026 | Unavailable |
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| SNOW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $306.08Oct 30, 2026 | Unavailable |
| ARM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $205.97Oct 30, 2026 | Unavailable |
| T | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $21.41Oct 30, 2026 | Unavailable |
| NFLX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $62.08Oct 30, 2026 | Unavailable |
| NVDA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| VZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $44.73Oct 30, 2026 | Unavailable |
| PANW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $365.87Oct 30, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Oct 26, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ American States Water Company Common Stock (AWR) [ST] | not_reported | 110.3821743929359823399558499 | 9406.77 |
| Schwab ⇒ Schwab IRA -- Sam Liccardo ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | not_reported | 148.3222098628105302187615869 | 9138.13 |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | not_reported | 76.00703021090632718981569447 | 10687.35 |
| Schwab ⇒ Schwab Roth IRA -- Sam Liccardo ⇒ NovoCure Limited - Ordinary Shares (NVCR) [ST] | not_reported | 618.7548337200309358081979892 | 8910.07 |
| NVIDIA Corporation - Common Stock (NVDA) [ST] | not_reported | 245.3598608210615814939555093 | 52997.73 |
| Schwab ⇒ PayPal Holdings, Inc. (PYPL) [ST] | not_reported | 7.880648716737521650133837191 | 433.36 |
| Spouse Schwab IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | spouse | 29.42875009195909659383506216 | 10120.84 |
| Spouse Schwab IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | spouse | 37.35758311542771759432200224 | 19847.34 |
| Spouse Schwab Roth IRA ⇒ Arm Holdings plc - American Depositary Shares (ARM) [ST] | spouse | 73.19092489250754734242063855 | 16347.19 |
| Spouse Schwab Roth IRA ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | spouse | 85.32956484641638225255972696 | 5452.56 |
| Spouse Schwab Roth IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | spouse | 42.89812332439678284182305630 | 9265.99 |
| Spouse Schwab SEP IRA ⇒ Palo Alto Networks, Inc. (PANW) [ST] | spouse | 43.43376764386536373507057546 | 16959.15 |
| Spouse Schwab IRA ⇒ Snowflake Inc. Class A Common Stock (SNOW) [ST] | spouse | 36.47200948212983223924142961 | 12216.30 |
| Spouse Schwab Roth IRA ⇒ AT&T Inc. (T) [ST] | spouse | 322.0813204508856682769726248 | 6715.40 |
| Spouse Schwab Roth IRA ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | spouse | 196.4276945740240608887797692 | 8466.03 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
2 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr | Jul 21, 2026 | Sep 11, 2026 |
| NFLX — Spouse Schwab Roth IRA ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | May 7, 2025 | Sep 14, 2026 |
All disclosures
9 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.
| Filed | Report | Holdings date | Availability |
|---|---|---|---|
| Jul 27, 2026 | Sam T. Liccardo — PTR filed 2026-07-27 Ptr | Not established | Parsed |
| Jun 8, 2026 | Sam T. Liccardo — Annual report filed 2026-06-08 Annual | Dec 31, 2025 | Needs review |
| May 15, 2026 | Sam T. Liccardo — Financial disclosure (X) filed 2026-05-15 Financial | Not established | Parsed |
| Nov 3, 2025 | Sam T. Liccardo — Financial disclosure (A) filed 2025-11-03 Financial | Not established | Needs review |
| May 11, 2025 | Sam T. Liccardo — Financial disclosure (A) filed 2025-05-11 Financial | Not established | Needs review |
| May 9, 2025 | Sam T. Liccardo — Financial disclosure (H) filed 2025-05-09 Financial | Not established | Needs review |
| May 15, 2024 | Sam T. Liccardo — Financial disclosure (C) filed 2024-05-15 Financial | Apr 15, 2024 | Parsed |
| May 15, 2024 | Sam T. Liccardo — Financial disclosure (A) filed 2024-05-15 Financial | Not established | Needs review |
| Jan 29, 2024 | Sam T. Liccardo — Financial disclosure (C) filed 2024-01-29 Financial | Not established | Needs review |