Byron Donalds (R-FL-19), a current Republican member of the House, has disclosed 366 trades since 2021: 200 purchases worth about $1.73M and 166 sales worth about $1.33M, in 101 stocks. Most traded: TTD, BRO, FTNT. As a portfolio, their stock holdings and trades returned +89.7% from Jan 2021, against +101.4% for the S&P 500. Trades took a median 248 days to be disclosed; 192 came late.
Byron Donalds’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2021: +89.7%, against +101.4% for SPY; the largest fall on the way was -27.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Byron Donalds | Nov 2025 | +6.2% | +10.1% | -3.8% | – | -11.6% | 0.50 | 0.88 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Byron Donalds | Nov 2023 | +46.5% | +72.6% | -26.2% | +13.6% | -18.5% | 0.89 | 0.93 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Byron Donalds | Nov 2021 | +30.0% | +61.1% | -31.1% | +5.4% | -27.8% | 0.39 | 0.95 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Byron Donalds | Jan 2026 | +5.0% | +10.1% | -5.1% | – | -11.6% | 0.48 | 0.90 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Byron Donalds | Jan 2021 | +89.7% | +101.4% | -11.6% | +11.6% | -27.8% | 0.72 | 0.96 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PHParker-Hannifin Corp | Industrials | $35.51K | 7.5% | -12.3% | 4 | 1 | 3 | $8.00K | $24.00K | +113.2% | Aug 11, 2026 |
| IDXXIdexx Laboratories Inc /De | Healthcare | $18.96K | 4.0% | +18.5% | 2 | 2 | 0 | $16.00K | $0.00 | -11.0% | Sep 4, 2025 |
| TWTradeweb Markets Inc. | Financial Services | $18.80K | 4.0% | +17.5% | 6 | 4 | 2 | $32.00K | $16.00K | -22.2% | Oct 9, 2025 |
| MCKMckesson Corp | Healthcare | $18.66K | 3.9% | +16.6% | 2 | 2 | 0 | $16.00K | $0.00 | +68.1% | Oct 1, 2024 |
| VVisa Inc. | Financial Services | $18.63K | 3.9% | +16.4% | 3 | 3 | 0 | $24.00K | $0.00 | -4.4% | Oct 24, 2025 |
| MAMastercard Inc | Financial Services | $18.58K | 3.9% | +16.1% | 1 | 1 | 0 | $8.00K | $0.00 | -2.6% | May 5, 2021 |
| PGRProgressive Corp/Oh/ | Financial Services | $17.93K | 3.8% | +12.1% | 7 | 5 | 2 | $40.00K | $16.00K | -26.1% | Oct 24, 2025 |
| CCLCarnival Corp Ltd. | Consumer Discretionary | $16.91K | 3.6% | +5.7% | 2 | 2 | 0 | $16.00K | $0.00 | -6.5% | Oct 9, 2025 |
| MSFTMicrosoft Corp | Technology | $16.33K | 3.5% | +2.1% | 2 | 2 | 0 | $16.00K | $0.00 | -19.8% | Jul 5, 2023 |
| METAMeta Platforms, Inc. | Technology | $16.32K | 3.5% | +2.0% | 2 | 2 | 0 | $16.00K | $0.00 | +36.4% | Jul 5, 2023 |
| CDNSCadence Design Systems Inc | Technology | $16.28K | 3.4% | +1.8% | 3 | 1 | 2 | $8.00K | $16.00K | +78.8% | Jun 5, 2026 |
| CMGChipotle Mexican Grill Inc | Consumer Discretionary | $16.15K | 3.4% | +1.0% | 8 | 4 | 4 | $32.00K | $32.00K | -48.7% | Apr 2, 2026 |
| BROBrown & Brown, Inc. | Financial Services | $16.06K | 3.4% | +0.4% | 9 | 5 | 4 | $40.00K | $32.00K | -49.8% | Feb 10, 2026 |
| ADSKAutodesk, Inc. | Technology | $16.00K | 3.4% | 0.0% | 2 | 2 | 0 | $16.00K | $0.00 | -36.7% | Mar 20, 2025 |
| INTUIntuit Inc. | Technology | $15.72K | 3.3% | -1.7% | 3 | 1 | 2 | $8.00K | $16.00K | -91.1% | Apr 2, 2026 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| HWMHowmet Aerospace Inc. Common Stock | Self | Sell (Partial) | $1K–$15K | Aug 11, 2026 | Sep 15, 2026 | 35d | -24.3% | -21.9% | |
| HWMHowmet Aerospace Inc. Common Stock | Spouse | Sell (Partial) | $1K–$15K | Aug 11, 2026 | Sep 15, 2026 | 35d | -24.3% | -21.9% | |
| NFLXNetflix, Inc. - Common Stock | Spouse | Buy | $1K–$15K | Aug 12, 2026 | Sep 15, 2026 | 34d | -16.0% | -13.4% | |
| NFLXNetflix, Inc. - Common Stock | Self | Buy | $1K–$15K | Aug 12, 2026 | Sep 15, 2026 | 34d | -16.0% | -13.4% | |
| PHParker-Hannifin Corporation Common Stock | Self | Sell (Partial) | $1K–$15K | Aug 11, 2026 | Sep 15, 2026 | 35d | -12.5% | -10.1% | |
| PHParker-Hannifin Corporation Common Stock | Spouse | Sell (Partial) | $1K–$15K | Aug 11, 2026 | Sep 15, 2026 | 35d | -12.5% | -10.1% | |
| CDNSCadence Design Systems, Inc. - Common Stock | Self | Sell (Partial) | $1K–$15K | Jun 5, 2026 | Jul 15, 2026 | 40d | -12.4% | -14.4% | |
| CDNSCadence Design Systems, Inc. - Common Stock | Spouse | Sell (Partial) | $1K–$15K | Jun 5, 2026 | Jul 15, 2026 | 40d | -12.4% | -14.4% | |
| MPWRMonolithic Power Systems, Inc. - Common Stock | Spouse | Sell (Partial) | $1K–$15K | Jun 5, 2026 | Jul 15, 2026 | 40d | -16.0% | -18.0% | |
| MPWRMonolithic Power Systems, Inc. - Common Stock | Self | Sell (Partial) | $1K–$15K | Jun 5, 2026 | Jul 15, 2026 | 40d | -16.0% | -18.0% | |
| ZTSZoetis Inc. Class A Common Stock | Self | Buy | $1K–$15K | Jun 9, 2026 | Jul 15, 2026 | 36d | +1.2% | -0.9% | |
| ZTSZoetis Inc. Class A Common Stock | Spouse | Buy | $1K–$15K | Jun 9, 2026 | Jul 15, 2026 | 36d | +1.2% | -0.9% | |
| CMGChipotle Mexican Grill, Inc. Common Stock | Self | Sell | $1K–$15K | Apr 2, 2026 | May 13, 2026 | 41d | -0.7% | -15.4% | |
| CMGChipotle Mexican Grill, Inc. Common Stock | Spouse | Sell | $1K–$15K | Apr 2, 2026 | May 13, 2026 | 41d | -0.7% | -15.4% | |
| LLYEli Lilly and Company Common Stock | Spouse | Buy | $1K–$15K | Apr 2, 2026 | May 13, 2026 | 41d | +50.9% | +36.3% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Byron Donalds (R-FL-19), a current Republican member of the House, has disclosed 366 trades since 2021: 200 purchases worth about $1.73M and 166 sales worth about $1.33M, in 101 stocks. Most traded: TTD, BRO, FTNT. As a portfolio, their stock holdings and trades returned +89.7% from Jan 2021, against +101.4% for the S&P 500. Trades took a median 248 days to be disclosed; 192 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Byron Donalds still holds 30 stocks; the largest are PH (about $35.51K), IDXX (about $18.96K), TW (about $18.80K), MCK (about $18.66K), V (about $18.63K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +89.7% from January 2021 to November 2026, against +101.4% for the S&P 500, with a largest fall of -27.8%. 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 248 days to be disclosed. 192 of 366 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.