Barbara Comstock (R-VA-10), a former Republican member of the House, has disclosed 88 trades since 2015: 46 purchases worth about $1.32M and 42 sales worth about $1.28M, in 44 stocks. Most traded: AAPL, XT, MSFT. As a portfolio, their stock holdings and trades returned +47.9% from Jun 2016, against +17.5% for the S&P 500. Trades took a median 3 days to be disclosed; 3 came late.
Barbara Comstock’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since June 2016: +47.9%, against +17.5% for SPY; the largest fall on the way was -29.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Barbara Comstock | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Barbara Comstock | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Barbara Comstock | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Barbara Comstock | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Barbara Comstock | Jun 2016 | +47.9% | +17.5% | +30.4% | +16.6% | -29.8% | 0.85 | 1.39 |
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 | – | – | 11 | 10 | 1 | $287.51K | $8.00K | +593.3% | Aug 3, 2018 |
| XTiShares Future Exponential Technologies ETF | – | Closed | – | – | 7 | 4 | 3 | $105.50K | $182.50K | -53.5% | Jul 27, 2018 |
| VTVVanguard Value ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $175.00K | – | Jul 6, 2017 |
| MAMastercard Inc | Financial Services | Closed | – | – | 2 | 1 | 1 | $75.00K | $75.00K | +58.8% | Sep 24, 2018 |
| NRGNrg Energy, Inc. | Utilities | Closed | – | – | 4 | 2 | 2 | $65.00K | $83.00K | +51.3% | Mar 8, 2018 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 3 | 3 | 0 | $140.00K | $0.00 | +12.6% | Sep 7, 2018 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 5 | 5 | 0 | $138.00K | $0.00 | +306.8% | Jun 5, 2018 |
| VUGVanguard Growth ETF | – | Closed | – | – | 2 | 1 | 1 | $32.50K | $75.00K | +58.8% | Aug 3, 2018 |
| MUMicron Technology Inc | Technology | Closed | – | – | 3 | 3 | 0 | $91.00K | $0.00 | +1,774.1% | Jun 25, 2018 |
| VEAVanguard FTSE Developed Markets ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Dec 18, 2017 |
| VOVanguard Mid-Cap ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Dec 26, 2017 |
| VWOVanguard FTSE Emerging Markets ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Jun 5, 2018 |
| ALNYAlnylam Pharmaceuticals, Inc. | Healthcare | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -168.2% | Mar 5, 2018 |
| NFLXNetflix Inc | Technology | Closed | – | – | 2 | 2 | 0 | $65.00K | $0.00 | +3.2% | Jan 23, 2018 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | – | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Aug 1, 2018 |
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; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| METAFacebook, Inc. - Class A (FB) | Self | Buy | $15K–$50K | Dec 26, 2018 | Jan 1, 2019 | 6d | +352.2% | +146.6% | |
| AMZNAmazon.com, Inc. | Self | Buy | $15K–$50K | Sep 7, 2018 | Sep 12, 2018 | 5d | +151.7% | -9.9% | |
| MAMastercard Incorporated | Self | Sell | $50K–$100K | Sep 24, 2018 ? | Sep 2, 2018 | – | +197.4% | +39.0% | |
| XTishares Exponential Technologies ETFETF | Self | Sell | $50K–$100K | Jul 27, 2018 | Aug 8, 2018 | 12d | +118.9% | -48.4% | |
| NOCNorthrop Grumman Corporation | Self | Buy | $15K–$50K | Aug 1, 2018 | Aug 8, 2018 | 7d | +84.6% | -83.2% | |
| AAPLApple Inc. | Spouse | Buy | $1K–$15K | Aug 3, 2018 | Aug 6, 2018 | 3d | +550.6% | +385.4% | |
| CIBRFirst Trust NASDAQ Cybersecurity ETFETF | Spouse | Buy | $1K–$15K | Aug 3, 2018 | Aug 6, 2018 | 3d | +265.8% | +100.6% | |
| INTCIntel Corporation | Spouse | Buy | $1K–$15K | Aug 3, 2018 | Aug 6, 2018 | 3d | +20.8% | -144.4% | |
| PANWPalo Alto Networks, Inc. | Spouse | Buy | $15K–$50K | Aug 3, 2018 | Aug 6, 2018 | 3d | +919.8% | +754.6% | |
| VUGVanguard Growth ETFETF | Spouse | Buy | $15K–$50K | Aug 3, 2018 | Aug 6, 2018 | 3d | +224.1% | +58.8% | |
| IGIBishares Intermediate-Term Corporate Bond ETFETF | Spouse | Sell | $15K–$50K | Aug 1, 2018 | Aug 1, 2018 | 0d | -4.0% | -171.8% | |
| EMBishares J.P. Morgan USD Emerging Markets Bond ETFETF | Spouse | Sell | $1K–$15K | Aug 1, 2018 | Aug 1, 2018 | 0d | -15.1% | -182.9% | |
| TIPishares TIPS Bond ETFETF | Spouse | Sell | $1K–$15K | Aug 1, 2018 | Aug 1, 2018 | 0d | -4.2% | -172.0% | |
| VNQVanguard Real Estate ETFETF | Spouse | Sell | $1K–$15K | Aug 1, 2018 | Aug 1, 2018 | 0d | +15.2% | -152.6% | |
| AMZNAmazon.com, Inc. | Self | Buy | $15K–$50K | Jul 26, 2018 | Jul 26, 2018 | 0d | +171.7% | +6.3% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Barbara Comstock (R-VA-10), a former Republican member of the House, has disclosed 88 trades since 2015: 46 purchases worth about $1.32M and 42 sales worth about $1.28M, in 44 stocks. Most traded: AAPL, XT, MSFT. As a portfolio, their stock holdings and trades returned +47.9% from Jun 2016, against +17.5% for the S&P 500. Trades took a median 3 days to be disclosed; 3 came late.
As a portfolio, their stock holdings and trades returned +47.9% from June 2016 to November 2026, against +17.5% for the S&P 500, with a largest fall of -29.8%. 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 3 days to be disclosed. 3 of 88 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.