Carlos Curbelo (R-FL-26), a former Republican member of the House, has disclosed 374 trades since 2015: 207 purchases worth about $1.90M and 164 sales worth about $1.79M, in 139 stocks. Most traded: FSLR, AMP, DIS. As a portfolio, their stock holdings and trades returned -3.7% from Apr 2015, against +16.4% for the S&P 500. Trades took a median 28 days to be disclosed; 114 came late.
Carlos Curbelo’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since April 2015: -3.7%, against +16.4% for SPY; the largest fall on the way was -31.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Carlos Curbelo | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Carlos Curbelo | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Carlos Curbelo | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Carlos Curbelo | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Carlos Curbelo | Apr 2015 | -3.7% | +16.4% | -20.1% | -1.0% | -31.2% | 0.02 | 1.05 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BACBank Of America Corp /De/ | Financial Services | Closed | – | – | 7 | 0 | 7 | $0.00 | $172.00K | – | Jun 4, 2018 |
| DIASpdr Dow Jones Industrial Average Etf Trust | – | Closed | – | – | 5 | 2 | 3 | $65.00K | $97.50K | -68.3% | Apr 6, 2018 |
| FSLRFirst Solar, Inc. | Industrials | Closed | – | – | 15 | 14 | 1 | $112.01K | $32.50K | +78.3% | Sep 6, 2018 |
| IWFiShares Russell 1000 Growth ETF | – | Closed | – | – | 5 | 2 | 3 | $65.00K | $73.00K | +63.1% | Apr 6, 2018 |
| CSCOCisco Systems, Inc. | Technology | Closed | – | – | 4 | 3 | 1 | $24.00K | $75.00K | +15.6% | Dec 6, 2016 |
| VLUEiShares MSCI USA Value Factor ETF | – | Closed | – | – | 3 | 1 | 2 | $32.50K | $40.50K | -52.2% | Aug 28, 2018 |
| RODMHartford Multifactor Developed Markets | – | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -145.1% | Jun 8, 2018 |
| VEAVanguard FTSE Developed Markets ETF | – | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -119.0% | Apr 6, 2018 |
| CSXCsx Corp | Industrials | Closed | – | – | 5 | 3 | 2 | $24.00K | $40.50K | +169.6% | Oct 10, 2017 |
| GOGOGogo Inc. | Communication Services | Closed | – | – | 5 | 5 | 0 | $64.50K | $0.00 | -251.1% | May 9, 2018 |
| PBRPetrobras - Petroleo Brasileiro Sa | Energy | Closed | – | – | 5 | 4 | 1 | $32.00K | $32.50K | -149.9% | Jul 25, 2018 |
| AMPAmeriprise Financial Inc | Financial Services | Closed | – | – | 8 | 4 | 4 | $32.00K | $32.00K | +107.4% | Aug 28, 2018 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 8 | 3 | 5 | $24.00K | $40.00K | -241.1% | Aug 28, 2018 |
| METAMeta Platforms, Inc. | Technology | Closed | – | – | 8 | 2 | 6 | $16.00K | $48.00K | +76.3% | Aug 28, 2018 |
| CMBSiShares CMBS ETF | – | Closed | – | – | 7 | 4 | 3 | $32.00K | $24.00K | -268.6% | Apr 5, 2017 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| FSLRFirst Solar, Inc. | Self | Sell | $15K–$50K | Sep 6, 2018 | Oct 3, 2018 | 27d | +263.0% | +102.0% | |
| ACNAccenture plc Class A Ordinary Shares | Spouse | Buy | $1K–$15K | Aug 28, 2018 | Sep 25, 2018 | 28d | +55.7% | -103.7% | |
| BLKBlAckROck, Inc. | Spouse | Buy | $1K–$15K | Aug 28, 2018 | Sep 25, 2018 | 28d | +141.4% | -18.0% | |
| CNCCentene Corporation | Spouse | Buy | $1K–$15K | Aug 28, 2018 | Sep 25, 2018 | 28d | -9.1% | -168.5% | |
| CFGCitizens Financial Group, Inc. | Spouse | Buy | $1K–$15K | Aug 28, 2018 | Sep 25, 2018 | 28d | +56.5% | -103.0% | |
| KOCOcA-COlA Company | Spouse | Sell | $1K–$15K | Aug 28, 2018 | Sep 25, 2018 | 28d | +111.3% | -48.1% | |
| CLCOlGAte-PAlmOlive Company | Spouse | Buy | $1K–$15K | Aug 28, 2018 | Sep 25, 2018 | 28d | +45.9% | -113.5% | |
| CMCSAComcast Corporation - Class A | Spouse | Buy | $1K–$15K | Aug 28, 2018 | Sep 25, 2018 | 28d | -29.9% | -189.4% | |
| DHRDanaher Corporation | Spouse | Buy | $1K–$15K | Aug 28, 2018 | Sep 25, 2018 | 28d | +150.5% | -9.0% | |
| ECLEcolab Inc. | Spouse | Buy | $1K–$15K | Aug 28, 2018 | Sep 25, 2018 | 28d | +106.3% | -53.1% | |
| EPAMEPAM Systems, Inc. | Spouse | Buy | $1K–$15K | Aug 28, 2018 | Sep 25, 2018 | 28d | +0.9% | -158.5% | |
| ROBOExchange Traded Concepts Trust ROBO Global Robotics And Automation Index ETFETF | Spouse | Sell | $1K–$15K | Aug 28, 2018 | Sep 25, 2018 | 28d | +75.1% | -84.4% | |
| ADBEAdobe Systems Incorporated | Spouse | Buy | $1K–$15K | Aug 28, 2018 | Sep 25, 2018 | 28d | -4.4% | -163.8% | |
| METAFacebook, Inc. - Class A (FB) | Spouse | Sell | $1K–$15K | Aug 28, 2018 | Sep 25, 2018 | 28d | +244.2% | +84.8% | |
| FLEXFlex Ltd. - Ordinary Shares | Spouse | Buy | $1K–$15K | Aug 28, 2018 | Sep 25, 2018 | 28d | +704.2% | +544.8% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Carlos Curbelo (R-FL-26), a former Republican member of the House, has disclosed 374 trades since 2015: 207 purchases worth about $1.90M and 164 sales worth about $1.79M, in 139 stocks. Most traded: FSLR, AMP, DIS. As a portfolio, their stock holdings and trades returned -3.7% from Apr 2015, against +16.4% for the S&P 500. Trades took a median 28 days to be disclosed; 114 came late.
As a portfolio, their stock holdings and trades returned -3.7% from April 2015 to November 2026, against +16.4% for the S&P 500, with a largest fall of -31.2%. 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 28 days to be disclosed. 114 of 374 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.