Brad Ashford (D-NE-2), a former Democratic member of the House, has disclosed 31 trades since 2015: 8 purchases worth about $162.00K and 23 sales worth about $478.01K, in 17 stocks. Most traded: APA, BRK-B, UNP. As a portfolio, their stock holdings and trades returned +17.8% from Mar 2015, against +6.3% for the S&P 500. Trades took a median 14 days to be disclosed; 1 came late.
Brad Ashford’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since March 2015: +17.8%, against +6.3% for SPY; the largest fall on the way was -20.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Brad Ashford | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Brad Ashford | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Brad Ashford | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Brad Ashford | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Brad Ashford | Mar 2015 | +17.8% | +6.3% | +11.6% | +9.3% | -20.8% | 0.54 | 1.07 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRK-BBerkshire Hathaway Inc | Financial Services | Closed | – | – | 5 | 1 | 4 | $32.50K | $105.50K | +21.0% | Jan 15, 2016 |
| APAAPA Corp | Energy | Closed | – | – | 7 | 0 | 7 | $0.00 | $129.50K | – | Nov 28, 2016 |
| UNPUnion Pacific Corp | Industrials | Closed | – | – | 3 | 1 | 2 | $32.50K | $65.00K | -45.2% | Jul 2, 2015 |
| MMM3M Co | Industrials | Closed | – | – | 2 | 0 | 2 | $0.00 | $65.00K | – | Mar 29, 2016 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +597.0% | Sep 1, 2015 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jan 4, 2016 |
| LIILennox International Inc | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Apr 13, 2015 |
| METAMeta Platforms, Inc. | Technology | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +261.5% | Jul 21, 2015 |
| COSTCostco Wholesale Corp /New | Consumer Staples | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +400.1% | Jul 21, 2015 |
| AAPLApple Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Sep 1, 2015 |
| CLFCleveland-Cliffs Inc. | Basic Materials | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -193.1% | Dec 2, 2016 |
| DRYSDryShips Inc. | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | – | Dec 6, 2016 |
| IRLBFBank Of Ireland The Governor & Co of the Bank of Ireland Euro.64 Ordinary Shares | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | May 27, 2016 |
| MDLZMondelez International, Inc. | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Dec 28, 2015 |
| MDTMedtronic plc | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 28, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| CLFCliffs Natural Resources Inc | Self | Buy | $1K–$15K | Dec 2, 2016 | Dec 20, 2016 | 18d | +49.3% | -193.1% | |
| DRYSDryShips Inc. | Self | Buy | $1K–$15K | Dec 6, 2016 | Dec 20, 2016 | 14d | – | – | |
| APAApache Corporation | Joint | Sell | $1K–$15K | Nov 28, 2016 | Dec 20, 2016 | 22d | -20.4% | -261.6% | |
| MDTMedtronic plc. Ordinary Shares | Spouse | Sell | $1K–$15K | Nov 28, 2016 | Dec 5, 2016 | 7d | +34.2% | -206.9% | |
| PFEPfizer, Inc. | Spouse | Sell | $1K–$15K | Nov 28, 2016 | Dec 5, 2016 | 7d | +2.6% | -238.5% | |
| MSBMesabi Trust | Self | Buy | $1K–$15K | Nov 22, 2016 | Dec 5, 2016 | 13d | +59.2% | -181.8% | |
| IRLBFBank Of Ireland The Governor & Co of the Bank of Ireland Euro.64 Ordinary Shares | Joint | Sell | $1K–$15K | May 27, 2016 | Jun 27, 2016 | 31d | – | – | |
| MMM3M Company | Spouse | Sell | $15K–$50K | Mar 29, 2016 | Apr 12, 2016 | 14d | +29.8% | -236.9% | |
| APAApache Corporation | Spouse | Sell | $15K–$50K | Mar 29, 2016 | Apr 12, 2016 | 14d | +0.5% | -266.2% | |
| APAApache Corporation | Joint | Sell | $1K–$15K | Mar 28, 2016 | Apr 12, 2016 | 15d | +0.8% | -269.2% | |
| APAApache Corporation | Spouse | Sell | $1K–$15K | Jan 15, 2016 | Feb 1, 2016 | 17d | +38.2% | -262.3% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Spouse | Sell | $15K–$50K | Jan 15, 2016 | Feb 1, 2016 | 17d | +341.7% | +41.3% | |
| DISWalt Disney Company | Self | Sell | $15K–$50K | Jan 4, 2016 | Jan 15, 2016 | 11d | +9.9% | -264.3% | |
| MDLZMondelez International, Inc. - Class A | Joint | Sell | $1K–$15K | Dec 28, 2015 | Jan 15, 2016 | 18d | +47.3% | -219.2% | |
| MMM3M Company | Spouse | Sell | $15K–$50K | Oct 13, 2015 | Oct 27, 2015 | 14d | +43.1% | -232.5% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Brad Ashford (D-NE-2), a former Democratic member of the House, has disclosed 31 trades since 2015: 8 purchases worth about $162.00K and 23 sales worth about $478.01K, in 17 stocks. Most traded: APA, BRK-B, UNP. As a portfolio, their stock holdings and trades returned +17.8% from Mar 2015, against +6.3% for the S&P 500. Trades took a median 14 days to be disclosed; 1 came late.
As a portfolio, their stock holdings and trades returned +17.8% from March 2015 to November 2026, against +6.3% for the S&P 500, with a largest fall of -20.8%. 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 14 days to be disclosed. 1 of 31 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.