Cynthia Axne (D-IA-3), a former Democratic member of the House, has disclosed 218 trades since 2019: 132 purchases worth about $1.06M and 81 sales worth about $648.04K, in 45 stocks. Most traded: MKL, JNJ, V. As a portfolio, their stock holdings and trades returned +90.9% from Jan 2019, against +44.9% for the S&P 500. Trades took a median 471 days to be disclosed; 151 came late.
Cynthia Axne’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2019: +90.9%, against +44.9% for SPY; the largest fall on the way was -35.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Cynthia Axne | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Cynthia Axne | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Cynthia Axne | Nov 2021 | -6.7% | -18.4% | +11.7% | -5.8% | -21.5% | -0.17 | 0.89 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Cynthia Axne | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Cynthia Axne | Jan 2019 | +90.9% | +44.9% | +46.0% | +17.8% | -35.1% | 0.81 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MKLMarkel Group Inc. | Financial Services | Closed | – | – | 11 | 5 | 6 | $40.00K | $48.00K | -68.4% | Nov 11, 2021 |
| JNJJohnson & Johnson | Healthcare | Closed | – | – | 10 | 6 | 4 | $48.00K | $32.00K | -45.7% | May 4, 2022 |
| VVisa Inc. | Financial Services | Closed | – | – | 10 | 10 | 0 | $80.01K | $0.00 | +1.2% | Nov 23, 2021 |
| MAMastercard Inc | Financial Services | Closed | – | – | 9 | 9 | 0 | $72.00K | $0.00 | -2.9% | Nov 23, 2021 |
| LBRDALiberty Broadband Corp | Communication Services | Closed | – | – | 7 | 3 | 4 | $24.00K | $32.00K | -158.6% | Sep 8, 2022 |
| SSNCSS&C Technologies Holdings Inc | Technology | Closed | – | – | 7 | 4 | 3 | $32.00K | $24.00K | -81.0% | Mar 12, 2020 |
| ULUnilever Plc | Consumer Staples | Closed | – | – | 7 | 3 | 4 | $24.00K | $32.00K | -129.9% | Dec 16, 2020 |
| WFCWells Fargo & Company/Mn | Financial Services | Closed | – | – | 7 | 4 | 3 | $32.00K | $24.00K | -59.7% | Dec 24, 2020 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 6 | 6 | 0 | $48.00K | $0.00 | -8.5% | Nov 23, 2022 |
| BDXBecton Dickinson & Co | Healthcare | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | -143.3% | Mar 9, 2020 |
| BRK-BBerkshire Hathaway Inc | Financial Services | Closed | – | – | 6 | 4 | 2 | $32.00K | $16.00K | +23.3% | Oct 21, 2021 |
| GOOGAlphabet Inc. | Technology | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | +230.6% | Apr 17, 2020 |
| JPMJpmorgan Chase & Co | Financial Services | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | +59.1% | May 12, 2022 |
| METAMeta Platforms, Inc. | Technology | Closed | – | – | 6 | 2 | 4 | $16.00K | $32.00K | +122.1% | Jun 24, 2020 |
| PYPLPayPal Holdings, Inc. | Technology | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | -119.7% | Nov 9, 2022 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| JEFJefferies Financial Group Inc. | Spouse | Sell | $1K–$15K | Dec 23, 2022 | Jan 2, 2023 | 10d | +44.6% | -51.9% | |
| JEFJefferies Financial Group Inc. | Spouse | Sell | $1K–$15K | Dec 23, 2022 | Jan 2, 2023 | 10d | +44.6% | -51.9% | |
| JEFJefferies Financial Group Inc. | Self | Sell | $1K–$15K | Dec 23, 2022 | Jan 2, 2023 | 10d | +44.6% | -51.9% | |
| AMZNAmazon.com, Inc. | Spouse | Buy | $1K–$15K | Nov 23, 2022 | Dec 7, 2022 | 14d | +160.9% | +74.0% | |
| CHDChurch & Dwight Company, Inc. | Self | Buy | $1K–$15K | Nov 23, 2022 | Dec 7, 2022 | 14d | +40.5% | -46.4% | |
| DHRDanaher Corporation | Self | Buy | $1K–$15K | Nov 23, 2022 | Dec 7, 2022 | 14d | -2.3% | -89.2% | |
| DHRDanaher Corporation | Spouse | Buy | $1K–$15K | Nov 23, 2022 | Dec 7, 2022 | 14d | -2.3% | -89.2% | |
| LMTLockheed Martin Corporation | Spouse | Sell | $1K–$15K | Nov 3, 2022 | Nov 15, 2022 | 12d | +32.6% | -70.1% | |
| PYPLPayPal Holdings, Inc. | Self | Sell | $1K–$15K | Nov 9, 2022 | Nov 15, 2022 | 6d | -25.3% | -126.3% | |
| PYPLPayPal Holdings, Inc. | Spouse | Sell | $1K–$15K | Nov 9, 2022 | Nov 15, 2022 | 6d | -25.3% | -126.3% | |
| PYPLPayPal Holdings, Inc. | Spouse | Sell | $1K–$15K | Nov 9, 2022 | Nov 15, 2022 | 6d | -25.3% | -126.3% | |
| LBRDALiberty Broadband Corporation - Class A | Self | Sell | $1K–$15K | Sep 8, 2022 | Sep 16, 2022 | 8d | -62.3% | -150.1% | |
| LBRDALiberty Broadband Corporation - Class A | Spouse | Sell | $1K–$15K | Sep 8, 2022 | Sep 16, 2022 | 8d | -62.3% | -150.1% | |
| LBRDALiberty Broadband Corporation - Class A | Spouse | Sell | $1K–$15K | Sep 8, 2022 | Sep 16, 2022 | 8d | -62.3% | -150.1% | |
| LBRDALiberty Broadband Corporation - Class A | Spouse | Sell (Partial) | $1K–$15K | Aug 12, 2022 | Aug 15, 2022 | 3d | -69.7% | -145.8% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Cynthia Axne (D-IA-3), a former Democratic member of the House, has disclosed 218 trades since 2019: 132 purchases worth about $1.06M and 81 sales worth about $648.04K, in 45 stocks. Most traded: MKL, JNJ, V. As a portfolio, their stock holdings and trades returned +90.9% from Jan 2019, against +44.9% for the S&P 500. Trades took a median 471 days to be disclosed; 151 came late.
As a portfolio, their stock holdings and trades returned +90.9% from January 2019 to November 2026, against +44.9% for the S&P 500, with a largest fall of -35.1%. 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 471 days to be disclosed. 151 of 218 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.