Bruce Westerman (R-AR-4), a current Republican member of the House, has disclosed 213 trades since 2025: 106 purchases worth about $970.55K and 107 sales worth about $929.55K, in 98 stocks. Most traded: AAPL, AMZN, ASML. As a portfolio, their stock holdings and trades returned +44.5% from Mar 2025, against +30.4% for the S&P 500. Trades took a median 27 days to be disclosed; 0 came late.
Bruce Westerman’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since March 2025: +44.5%, against +30.4% for SPY; the largest fall on the way was -16.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bruce Westerman | Nov 2025 | +9.9% | +10.1% | -0.2% | – | -11.8% | 0.61 | 1.16 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bruce Westerman | Mar 2025 | +44.5% | +30.4% | +14.2% | +24.8% | -16.3% | 1.21 | 1.01 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bruce Westerman | Mar 2025 | +44.5% | +30.4% | +14.2% | +24.8% | -16.3% | 1.21 | 1.01 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bruce Westerman | Jan 2026 | +7.6% | +10.1% | -2.5% | – | -11.8% | 0.56 | 1.14 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bruce Westerman | Mar 2025 | +44.5% | +30.4% | +14.2% | +24.8% | -16.3% | 1.21 | 1.01 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Technology | $25.47K | 20.0% | +67.0% | 3 | 1 | 2 | $32.50K | $16.00K | +38.2% | Apr 21, 2025 |
| AMZNAmazon Com Inc | Consumer Discretionary | $17.11K | 13.5% | +19.8% | 3 | 1 | 2 | $32.50K | $16.00K | -9.0% | Apr 21, 2025 |
| CATCaterpillar Inc | Industrials | $15.46K | 12.2% | +104.3% | 3 | 2 | 1 | $16.00K | $8.00K | +64.2% | Apr 21, 2025 |
| ASMLAsml Holding Nv | Technology | $14.53K | 11.4% | +113.0% | 3 | 2 | 1 | $16.00K | $8.00K | +82.1% | Apr 21, 2025 |
| RTXRTX Corp | Industrials | $12.73K | 10.0% | +60.0% | 3 | 2 | 1 | $16.00K | $8.00K | +19.8% | Apr 21, 2025 |
| DEDeere & Co | Industrials | $12.30K | 9.7% | +52.5% | 3 | 2 | 1 | $16.00K | $8.00K | +12.3% | Apr 21, 2025 |
| BPBp Plc | Energy | $9.49K | 7.5% | +44.6% | 3 | 2 | 1 | $16.00K | $8.00K | +13.5% | Apr 21, 2025 |
| SONYSony Group Corp | Technology | $7.78K | 6.1% | +2.3% | 3 | 2 | 1 | $16.00K | $8.00K | -27.6% | Apr 21, 2025 |
| SAPSap Se | Technology | $6.08K | 4.8% | -15.4% | 3 | 2 | 1 | $16.00K | $8.00K | -46.3% | Apr 21, 2025 |
| BABoeing Co | Industrials | $1.26K | 1.0% | +25.9% | 2 | 1 | 1 | $8.00K | $8.00K | -25.6% | Apr 21, 2025 |
| CNQCANADIAN NATURAL RESOURCES Ltd | Energy | $1.09K | 0.9% | +100.8% | 2 | 1 | 1 | $8.00K | $8.00K | +71.9% | Apr 21, 2025 |
| DBDeutsche Bank Aktiengesellschaft | Financial Services | $918.14 | 0.7% | +58.0% | 2 | 1 | 1 | $8.00K | $8.00K | +29.2% | Apr 21, 2025 |
| ULUnilever Plc | Consumer Staples | $766.12 | 0.6% | +2.3% | 2 | 1 | 1 | $8.00K | $8.00K | -26.5% | Apr 21, 2025 |
| BUDAnheuser-Busch InBev SA/NV | Consumer Staples | $759.31 | 0.6% | +37.5% | 2 | 1 | 1 | $8.00K | $8.00K | +7.1% | Apr 21, 2025 |
| CCICrown Castle Inc. | Real Estate | $445.87 | 0.4% | -9.2% | 2 | 1 | 1 | $8.00K | $8.00K | -38.1% | Apr 21, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ABTAbbott Laboratories Common Stock | Self | Sell | $1K–$15K | Apr 21, 2025 | May 12, 2025 | 21d | -15.1% | -61.5% | |
| ASAZYAssa Abloy AB Unsponsored ADR | Self | Buy | $1K–$15K | Apr 8, 2025 | May 12, 2025 | 34d | – | – | |
| UNHUnitedHealth Group Incorporated Common Stock | Self | Sell | $1K–$15K | Apr 21, 2025 | May 12, 2025 | 21d | -5.9% | -52.2% | |
| VCISYVinci SA ADR | Self | Sell | $1K–$15K | Apr 21, 2025 | May 12, 2025 | 21d | – | – | |
| VVisa Inc. | Self | Sell | $1K–$15K | Apr 21, 2025 | May 12, 2025 | 21d | +32.9% | -13.4% | |
| WMTWalmart Inc. Common Stock | Self | Sell | $1K–$15K | Apr 21, 2025 | May 12, 2025 | 21d | +38.2% | -8.2% | |
| ASAZYAssa Abloy AB Unsponsored ADR | Self | Sell | $1K–$15K | Apr 21, 2025 | May 12, 2025 | 21d | – | – | |
| AZNAstraZeneca PLC - American Depositary Shares | Self | Sell | $1K–$15K | Apr 21, 2025 | May 12, 2025 | 21d | +39.5% | -6.9% | |
| BACBank of America Corporation Common Stock | Self | Sell | $1K–$15K | Apr 21, 2025 | May 12, 2025 | 21d | +34.2% | -12.1% | |
| BCSBarclays PLC Common Stock | Self | Sell | $1K–$15K | Apr 21, 2025 | May 12, 2025 | 21d | +56.1% | +9.7% | |
| BHPBHP Group Limited American Depositary Shares | Self | Sell | $1K–$15K | Apr 21, 2025 | May 12, 2025 | 21d | +70.8% | +24.4% | |
| BABoeing Company | Self | Buy | $1K–$15K | Apr 8, 2025 | May 12, 2025 | 34d | +25.9% | -25.6% | |
| BABoeing Company | Self | Sell | $1K–$15K | Apr 21, 2025 | May 12, 2025 | 21d | +10.1% | -36.3% | |
| BSXBoston Scientific Corporation Common Stock | Self | Sell | $1K–$15K | Apr 21, 2025 | May 12, 2025 | 21d | -52.6% | -99.0% | |
| BPBP p.l.c. Common Stock | Self | Sell | $1K–$15K | Apr 21, 2025 | May 12, 2025 | 21d | +70.5% | +24.2% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Bruce Westerman (R-AR-4), a current Republican member of the House, has disclosed 213 trades since 2025: 106 purchases worth about $970.55K and 107 sales worth about $929.55K, in 98 stocks. Most traded: AAPL, AMZN, ASML. As a portfolio, their stock holdings and trades returned +44.5% from Mar 2025, against +30.4% for the S&P 500. Trades took a median 27 days to be disclosed; 0 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Bruce Westerman still holds 17 stocks; the largest are GOOGL (about $25.47K), AMZN (about $17.11K), CAT (about $15.46K), ASML (about $14.53K), RTX (about $12.73K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +44.5% from March 2025 to November 2026, against +30.4% for the S&P 500, with a largest fall of -16.3%. 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. 0 of 213 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.