Adam Smith (D-WA-9), a current Democratic member of the House, has disclosed 18 trades since 2025: 0 purchases worth about $0.00 and 18 sales worth about $144.01K, in 18 stocks. Most traded: AAPL, ABBNY, ALK. As a portfolio, their stock holdings and trades returned +75.5% from Apr 2023, against +84.5% for the S&P 500. Trades took a median 0 days to be disclosed; 0 came late.
Adam Smith’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since April 2023: +75.5%, against +84.5% for SPY; the largest fall on the way was -37.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Adam Smith | Nov 2025 | +4.7% | +10.1% | -5.3% | – | -37.5% | 0.34 | 0.92 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Adam Smith | Nov 2023 | +70.8% | +72.6% | -1.8% | +19.6% | -37.5% | 0.78 | 0.89 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Adam Smith | Apr 2023 | +75.5% | +84.5% | -9.0% | +17.0% | -37.5% | 0.73 | 0.90 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Adam Smith | Jan 2026 | +1.8% | +10.1% | -8.3% | – | -37.5% | 0.29 | 0.87 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Adam Smith | Apr 2023 | +75.5% | +84.5% | -9.0% | +17.0% | -37.5% | 0.73 | 0.90 |
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 | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
| ABBNYAbb Ltd | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
| ALKAlaska Air Group, Inc. | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
| BRK-BBerkshire Hathaway Inc | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
| CCitigroup Inc | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
| CVSCVS HEALTH Corp | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
| DEDeere & Co | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
| GOOGAlphabet Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
| NEMNEWMONT Corp /DE/ | Basic Materials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
| PCARPaccar Inc | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
| PGPROCTER & GAMBLE Co | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
| RSGRepublic Services, Inc. | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
| TSLATesla, Inc. | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 8, 2025 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ABBNYABB LTD SPONS ADR | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | +28.8% | +10.7% | |
| NEMNewmont Corporation | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | +58.1% | +40.1% | |
| PCARPACCAR Inc. - Common Stock | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | +5.5% | -12.5% | |
| PGProcter & Gamble Company | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | +6.6% | -11.5% | |
| RSGRepublic Services, Inc. Common Stock | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | +4.6% | -13.5% | |
| TSLATesla, Inc. - Common Stock | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | +22.5% | +4.5% | |
| UNPUnion Pacific Corporation Common Stock | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | +38.1% | +20.1% | |
| UPSUnited Parcel Service, Inc. Common Stock | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | +26.6% | +8.5% | |
| DISWalt Disney Company | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | +0.6% | -17.4% | |
| WYWeyerhaeuser Company Common Stock | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | -16.5% | -34.6% | |
| ALKAlaska Air Group, Inc. Common Stock | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | -26.8% | -44.8% | |
| GOOGAlphabet Inc. - Class C Capital Stock | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | +37.6% | +19.5% | |
| AAPLApple Inc. - Common Stock | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | +47.5% | +29.5% | |
| BRK-BBerkshire Hathaway Inc. New Common Stock (BRK.B) | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | +19.7% | +1.7% | |
| CCitigroup, Inc. Common Stock | Spouse | Sell | $1K–$15K | Aug 8, 2025 | Aug 8, 2025 | 0d | +32.8% | +14.7% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Adam Smith (D-WA-9), a current Democratic member of the House, has disclosed 18 trades since 2025: 0 purchases worth about $0.00 and 18 sales worth about $144.01K, in 18 stocks. Most traded: AAPL, ABBNY, ALK. As a portfolio, their stock holdings and trades returned +75.5% from Apr 2023, against +84.5% for the S&P 500. Trades took a median 0 days to be disclosed; 0 came late.
None of the stocks Adam Smith disclosed is still held in their latest annual report and the trades on file since.
As a portfolio, their stock holdings and trades returned +75.5% from April 2023 to November 2026, against +84.5% for the S&P 500, with a largest fall of -37.5%. 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 0 days to be disclosed. 0 of 18 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.