Adam B. Schiff (D-CA-28), a current Democratic member of the House, has disclosed 60 trades since 2014: 11 purchases worth about $529.51K and 47 sales worth about $1.05M, in 16 stocks. Most traded: AAPL, ABBV, KMI. As a portfolio, their stock holdings and trades returned +811.1% from May 2015, against +253.0% for the S&P 500. Trades took a median 6 days to be disclosed; 0 came late.
Adam B. Schiff’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2015: +811.1%, against +253.0% for SPY; the largest fall on the way was -34.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Adam B. Schiff | Nov 2025 | +24.6% | +10.1% | +14.6% | – | -13.2% | 1.07 | 0.54 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Adam B. Schiff | Nov 2023 | +85.6% | +72.6% | +13.0% | +23.0% | -32.2% | 0.94 | 1.00 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Adam B. Schiff | Nov 2021 | +117.4% | +61.1% | +56.3% | +16.8% | -32.2% | 0.71 | 1.13 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Adam B. Schiff | Jan 2026 | +23.9% | +10.1% | +13.8% | – | -12.2% | 1.17 | 0.56 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Adam B. Schiff | May 2015 | +811.1% | +253.0% | +558.1% | +21.3% | -34.7% | 0.87 | 1.11 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Technology | $282.18K | 96.8% | +61.2% | 12 | 0 | 12 | $0.00 | $267.51K | – | Jul 6, 2020 |
| WPCW. P. Carey Inc. | Real Estate | $9.19K | 3.2% | +14.8% | 2 | 1 | 1 | $8.00K | $32.50K | -245.8% | Dec 12, 2016 |
| NZFNuveen Municipal Credit Income Fund | – | Closed | – | – | 2 | 1 | 1 | $75.00K | $75.00K | -292.5% | Dec 13, 2016 |
| NEANuveen AMT-Free Quality Municipal Income Fund | – | Closed | – | – | 2 | 0 | 2 | $0.00 | $107.50K | – | Dec 13, 2016 |
| ABBVAbbVie Inc. | Healthcare | Closed | – | – | 6 | 0 | 6 | $0.00 | $72.50K | – | Dec 13, 2021 |
| PFEPfizer Inc | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Apr 23, 2014 |
| IYHiShares U.S. Healthcare ETF | – | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Apr 22, 2016 |
| KMIKinder Morgan, Inc. | Energy | Closed | – | – | 3 | 0 | 1 | $0.00 | $8.00K | – | Dec 15, 2015 |
| CSQCalamos Strategic Total Return Fund | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Dec 12, 2016 |
| EPDEnterprise Products Partners L.P. | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Dec 15, 2015 |
| IVViShares Core S&P 500 ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 22, 2016 |
| IYFiShares U.S. Financials ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 22, 2016 |
| IYJiShares U.S. Industrials ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 22, 2016 |
| IYWiShares U.S. Technology ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 22, 2016 |
| PAAPlains All American Pipeline Lp | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 19, 2014 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ABBVAbbVie Inc. | Self | Sell | $15K–$50K | Dec 13, 2021 | Dec 21, 2021 | 8d | +128.4% | +67.2% | |
| ABBVAbbVie Inc. | Self | Sell (Partial) | $1K–$15K | Jul 23, 2021 | Jul 30, 2021 | 7d | +144.5% | +73.5% | |
| AAPLApple Inc | Self | Sell | $1K–$15K | Jul 6, 2020 | Jul 9, 2020 | 3d | +262.0% | +124.8% | |
| AAPLApple Inc | Self | Sell | $15K–$50K | May 1, 2019 | May 9, 2019 | 8d | +542.8% | +385.1% | |
| AAPLApple | Self | Sell | $15K–$50K | Aug 17, 2018 | Sep 6, 2018 | 20d | +521.9% | +358.1% | |
| ABBVAbbvie Inc Com | Self | Sell | $1K–$15K | Feb 28, 2018 | Mar 7, 2018 | 7d | +149.4% | -27.4% | |
| AAPLApple Inc | Self | Sell | $15K–$50K | Feb 28, 2018 | Mar 7, 2018 | 7d | +659.8% | +482.9% | |
| AAPLApple | Self | Sell | $1K–$15K | Jan 12, 2018 | Jan 22, 2018 | 10d | +664.2% | +493.6% | |
| ABBVAbbvie Inc Com | Self | Sell | $1K–$15K | Jan 10, 2018 | Jan 22, 2018 | 12d | +189.8% | +15.4% | |
| ABBVAbbvie Inc Com | Self | Sell | $1K–$15K | Dec 19, 2017 | Jan 10, 2018 | 22d | +195.1% | +13.5% | |
| AAPLApple Inc. | Self | Sell | $1K–$15K | Feb 13, 2017 | Feb 14, 2017 | 1d | +915.4% | +692.2% | |
| PGZPrincipal Real Estate | Self | Sell | $1K–$15K | Dec 12, 2016 | Dec 16, 2016 | 4d | -45.3% | -277.8% | |
| WPCWP Carey Inc Reit | Self | Sell | $15K–$50K | Dec 12, 2016 | Dec 16, 2016 | 4d | +10.6% | -221.8% | |
| CSQCalamos Strategic Total | Self | Sell | $1K–$15K | Dec 12, 2016 | Dec 16, 2016 | 4d | +91.3% | -141.2% | |
| Putnam Short Duration Income Fund AOther | Self | Buy | $100K–$250K | Dec 13, 2016 | Dec 16, 2016 | 3d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Adam B. Schiff (D-CA-28), a current Democratic member of the House, has disclosed 60 trades since 2014: 11 purchases worth about $529.51K and 47 sales worth about $1.05M, in 16 stocks. Most traded: AAPL, ABBV, KMI. As a portfolio, their stock holdings and trades returned +811.1% from May 2015, against +253.0% for the S&P 500. Trades took a median 6 days to be disclosed; 0 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Adam B. Schiff still holds 2 stocks; the largest are AAPL (about $282.18K), WPC (about $9.19K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +811.1% from May 2015 to November 2026, against +253.0% for the S&P 500, with a largest fall of -34.7%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 6 days to be disclosed. 0 of 60 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.