Chris Jacobs (R-NY-27), a former Republican member of the House, has disclosed 299 trades since 2020: 141 purchases worth about $3.47M and 155 sales worth about $2.85M, in 141 stocks. Most traded: HD, CVX, FLNA. As a portfolio, their stock holdings and trades returned -21.6% from Jun 2021, against -11.0% for the S&P 500. Trades took a median 42 days to be disclosed; 86 came late.
Chris Jacobs’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since June 2021: -21.6%, against -11.0% for SPY; the largest fall on the way was -42.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Chris Jacobs | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Chris Jacobs | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Chris Jacobs | Nov 2021 | -0.1% | -18.4% | +18.3% | -0.1% | -29.0% | 0.16 | 0.96 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Chris Jacobs | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Chris Jacobs | Jun 2021 | -21.6% | -11.0% | -10.6% | -14.9% | -42.5% | -0.33 | 0.93 |
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 | – | – | 3 | 1 | 2 | $8.00K | $150.00K | -9.6% | Dec 12, 2022 |
| HDHome Depot, Inc. | Consumer Discretionary | Closed | – | – | 6 | 0 | 6 | $0.00 | $97.00K | – | Dec 12, 2022 |
| RCReady Capital Corp | Financial Services | Closed | – | – | 2 | 2 | 0 | $65.00K | $0.00 | -195.5% | Jun 16, 2022 |
| CVXChevron Corp | Energy | Closed | – | – | 5 | 3 | 2 | $24.00K | $40.50K | -58.0% | Dec 12, 2022 |
| FLNAFilana Therapeutics, Inc. | Healthcare | Closed | – | – | 5 | 3 | 2 | $48.50K | $16.00K | -198.3% | Dec 12, 2022 |
| CIVICIVITAS RESOURCES, INC. | Energy | Closed | – | – | 4 | 2 | 2 | $40.50K | $16.00K | – | Dec 12, 2022 |
| DOCHealthpeak Properties, Inc. | Real Estate | Closed | – | – | 4 | 2 | 2 | $40.50K | $16.00K | -116.8% | Dec 12, 2022 |
| GEVOGevo, Inc. | Energy | Closed | – | – | 4 | 2 | 2 | $40.50K | $16.00K | -143.7% | Dec 12, 2022 |
| UECUranium Energy Corp | Energy | Closed | – | – | 4 | 2 | 2 | $16.00K | $40.50K | -22.1% | Dec 12, 2022 |
| FHNFirst Horizon Corp | Financial Services | Closed | – | – | 3 | 2 | 1 | $40.50K | $8.00K | -91.2% | Dec 12, 2022 |
| GNKGenco Shipping & Trading Ltd | Industrials | Closed | – | – | 3 | 2 | 1 | $40.50K | $8.00K | -81.4% | Jul 18, 2022 |
| IIPRInnovative Industrial Properties Inc | Real Estate | Closed | – | – | 3 | 2 | 1 | $40.50K | $8.00K | -151.4% | Oct 12, 2022 |
| JNJJohnson & Johnson | Healthcare | Closed | – | – | 3 | 1 | 2 | $8.00K | $40.50K | -41.2% | Nov 8, 2022 |
| VTRSViatris Inc | Healthcare | Closed | – | – | 3 | 2 | 1 | $40.50K | $8.00K | -24.0% | Jul 18, 2022 |
| AAPLApple Inc. | Technology | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Jan 4, 2021 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AVXLAnavex Life Sciences Corp. | Self | Sell | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | -86.9% | -175.4% | |
| CVXChevron Corporation | Self | Sell (Partial) | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | +34.3% | -54.3% | |
| CHRDChord Energy Corporation | Self | Buy | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | +10.7% | -77.9% | |
| CIVICivitas Resources, Inc. | Self | Sell | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | – | – | |
| CMTGClaros Mortgage Trust, Inc. | Self | Buy | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | -93.5% | -182.1% | |
| COGTCogent Biosciences, Inc. | Self | Buy | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | +145.7% | +57.2% | |
| CTRACoterra Energy Inc. | Self | Sell | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | – | – | |
| CRGYCrescent Energy Company Class A | Self | Sell | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | +10.4% | -78.1% | |
| XPROExpro Group Holdings N.V. | Self | Sell | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | +3.7% | -84.9% | |
| XOMExxon Mobil Corporation | Self | Sell | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | +69.4% | -19.1% | |
| FHNFirst Horizon Corporation | Self | Buy | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | -3.4% | -92.0% | |
| AROCArchrock, Inc. | Self | Buy | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | +262.8% | +174.3% | |
| GEVOGevo, Inc. | Self | Buy | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | -39.1% | -127.6% | |
| HOSHelix Energy Solutions Group, Inc. (HLX) | Self | Sell | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | +6.6% | -81.9% | |
| HPHelmerich & Payne, Inc. | Self | Sell (Partial) | $1K–$15K | Dec 12, 2022 | Jan 20, 2023 | 39d | -18.9% | -107.4% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Chris Jacobs (R-NY-27), a former Republican member of the House, has disclosed 299 trades since 2020: 141 purchases worth about $3.47M and 155 sales worth about $2.85M, in 141 stocks. Most traded: HD, CVX, FLNA. As a portfolio, their stock holdings and trades returned -21.6% from Jun 2021, against -11.0% for the S&P 500. Trades took a median 42 days to be disclosed; 86 came late.
As a portfolio, their stock holdings and trades returned -21.6% from June 2021 to November 2026, against -11.0% for the S&P 500, with a largest fall of -42.5%. 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 42 days to be disclosed. 86 of 299 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.