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Paul Ryan owns today's top Dow and S&P 500 stocks

August 14, 2012: 10:37 AM ET

Paul Ryan's stock portfolio includes Home Depot and Estee Lauder. Both shares were up following strong earnings reports.

The Paul Ryan stock portfolio continues to shine. Two stocks that the Republican vice presidential candidate owns - Home Depot (HD) and Estee Lauder (EL) -- spiked Tuesday after both companies reported better-than-expected quarterly results.

As of mid-morning Home Depot was up 3%, making it the best performer in the Dow. And Estee Lauder's shares shot nearly 8% higher, making them the top gainer in the S&P 500.

Ryan seems to have a knack for picking winners. While Home Depot is up nearly 30% this year, Ryan didn't buy into Home Depot's competitor Lowe's (LOW). And that stock is up just 5% in 2012.

Related: Paul Ryan ... expert stock picker?

Other stocks among Ryan's holdings with more than 20% gains in 2012: Amazon (AMZN), Apple (AAPL), Priceline (PCLN) and banking giant Wells Fargo (WFC).

But Estee Lauder, despite Tuesday's pop, has been a laggard. Shares of the cosmetics giant are up about 6% so far in 2012. Still, Estee Lauder is one of just a small number of stocks owned by Ryan that isn't far ahead of the S&P 500 for the year.

Has anyone started a Paul Ryan ETF yet? The ticker symbol "RYAN" is available.

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