Billy Long (R-MO-7), a former Republican member of the House, has disclosed 108 trades since 2012: 51 purchases worth about $1.46M and 57 sales worth about $2.00M, in 21 stocks. Most traded: EXE, SO, F. As a portfolio, their stock holdings and trades returned +331.5% from Jun 2014, against +94.9% for the S&P 500. Trades took a median 27 days to be disclosed; 15 came late.
Billy Long’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since June 2014: +331.5%, against +94.9% for SPY; the largest fall on the way was -36.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Billy Long | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Billy Long | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Billy Long | Nov 2021 | -19.5% | -18.4% | -1.1% | -17.0% | -31.6% | -0.39 | 1.30 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Billy Long | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Billy Long | Jun 2014 | +331.5% | +94.9% | +236.6% | +18.6% | -36.1% | 0.76 | 1.22 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SOSouthern Co | Utilities | Closed | – | – | 15 | 3 | 12 | $115.50K | $811.01K | -129.1% | Jun 9, 2021 |
| EXEEXPAND ENERGY Corp | Energy | Closed | – | – | 16 | 11 | 5 | $302.01K | $138.00K | – | Oct 31, 2018 |
| MGMMGM Resorts International | Consumer Discretionary | Closed | – | – | 10 | 5 | 5 | $162.50K | $162.50K | -227.5% | Mar 4, 2016 |
| AAPLApple Inc. | Technology | Closed | – | – | 5 | 5 | 0 | $323.00K | $0.00 | +494.2% | Apr 5, 2022 |
| FFord Motor Co | Consumer Discretionary | Closed | – | – | 10 | 7 | 3 | $154.00K | $97.50K | -197.6% | Sep 5, 2018 |
| OHIOmega Healthcare Investors Inc | Real Estate | Closed | – | – | 3 | 0 | 3 | $0.00 | $240.00K | – | Dec 31, 2020 |
| KMIKinder Morgan, Inc. | Energy | Closed | – | – | 8 | 3 | 5 | $48.50K | $123.50K | -171.8% | Dec 31, 2020 |
| CNPCenterpoint Energy Inc | Utilities | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Jan 14, 2016 |
| LLLumber Liquidators Holdings, Inc. | Consumer Discretionary | Closed | – | – | 3 | 3 | 0 | $48.50K | $0.00 | – | Feb 18, 2016 |
| MONMONSANTO CO | Basic Materials | Closed | – | – | 2 | 2 | 0 | $40.50K | $0.00 | – | Sep 15, 2016 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jun 9, 2012 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +476.9% | Jan 8, 2019 |
| LINELINN ENERGY, LLC | Energy | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | – | Mar 1, 2016 |
| LUMNLumen Technologies, Inc. | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Dec 31, 2020 |
| WFCWells Fargo & Company/Mn | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jan 14, 2016 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AAPLApple | Self | Buy | $1K–$15K | Feb 24, 2022 | Mar 8, 2022 | 12d | +107.9% | +32.3% | |
| DISWalt Disney Co | Self | Sell | $15K–$50K | Jun 9, 2012 | Jun 16, 2021 | 3,294d late | +144.7% | -320.4% | |
| SOSouthern Co | Self | Sell | $50K–$100K | Jun 9, 2021 | Jun 16, 2021 | 7d | +48.7% | -29.7% | |
| LUMNCenturyLink INC | Self | Sell | $15K–$50K | Dec 31, 2020 | Feb 10, 2021 | 41d | -50.5% | -151.6% | |
| SOThe Southern Company | Self | Sell | $15K–$50K | Jan 12, 2021 | Feb 10, 2021 | 29d | +60.9% | -37.7% | |
| KMIKinder Morgan INC DE | Self | Sell | $50K–$100K | Dec 31, 2020 | Feb 10, 2021 | 41d | +139.4% | +38.2% | |
| OHIOmega Healthcare Reit Investors INC | Self | Sell | $100K–$250K | Dec 31, 2020 | Feb 10, 2021 | 41d | +29.5% | -71.7% | |
| OHIOmega Healthcare Relt Investors INC | Self | Sell | $15K–$50K | Dec 31, 2020 | Feb 10, 2021 | 41d | +29.5% | -71.7% | |
| SOThe Southern Company | Self | Sell | $50K–$100K | Dec 31, 2020 | Feb 10, 2021 | 41d | +54.0% | -47.1% | |
| SOThe Southern Company | Self | Sell | $50K–$100K | Dec 31, 2020 | Feb 10, 2021 | 41d | +54.0% | -47.1% | |
| SOThe Southern Company | Self | Sell | $15K–$50K | Dec 31, 2020 | Feb 10, 2021 | 41d | +54.0% | -47.1% | |
| SOThe Southern Company | Self | Sell | $1K–$15K | Dec 31, 2020 | Feb 10, 2021 | 41d | +54.0% | -47.1% | |
| SOThe Southern Company | Self | Sell | $1K–$15K | Dec 31, 2020 | Feb 10, 2021 | 41d | +54.0% | -47.1% | |
| SOSouthern Company | Self | Buy | $50K–$100K | Jun 17, 2020 | Jul 1, 2020 | 14d | +68.8% | -72.5% | |
| SOSouthern Company | Self | Buy | $15K–$50K | Mar 16, 2020 | Apr 13, 2020 | 28d | +98.7% | -114.9% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Billy Long (R-MO-7), a former Republican member of the House, has disclosed 108 trades since 2012: 51 purchases worth about $1.46M and 57 sales worth about $2.00M, in 21 stocks. Most traded: EXE, SO, F. As a portfolio, their stock holdings and trades returned +331.5% from Jun 2014, against +94.9% for the S&P 500. Trades took a median 27 days to be disclosed; 15 came late.
As a portfolio, their stock holdings and trades returned +331.5% from June 2014 to November 2026, against +94.9% for the S&P 500, with a largest fall of -36.1%. 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 27 days to be disclosed. 15 of 108 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.