Dan Newhouse (R-WA-4), a current Republican member of the House, has disclosed 212 trades since 2020: 114 purchases worth about $1.03M and 98 sales worth about $784.05K, in 92 stocks. Most traded: DE, MPC, NVDA. As a portfolio, their stock holdings and trades returned +61.9% from Nov 2021, against +61.9% for the S&P 500. Trades took a median 35 days to be disclosed; 52 came late.
Dan Newhouse’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since November 2021: +61.9%, against +61.9% for SPY; the largest fall on the way was -30.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dan Newhouse | Nov 2025 | +15.7% | +10.1% | +5.6% | – | -7.6% | 1.35 | 0.61 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dan Newhouse | Nov 2023 | +68.3% | +72.6% | -4.4% | +19.0% | -20.8% | 1.25 | 0.87 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dan Newhouse | Nov 2021 | +58.4% | +61.1% | -2.7% | +9.7% | -30.0% | 0.60 | 0.99 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dan Newhouse | Jan 2026 | +12.1% | +10.1% | +2.0% | – | -7.6% | 1.26 | 0.59 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dan Newhouse | Nov 2021 | +61.9% | +61.9% | +0.1% | +10.1% | -30.0% | 0.62 | 0.99 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACNAccenture plc | Industrials | $27.82K | 4.9% | +73.8% | 3 | 2 | 1 | $16.00K | $8.00K | +13.8% | Jul 10, 2026 |
| HONHoneywell International Inc | Industrials | $15.91K | 2.8% | -0.6% | 4 | 3 | 1 | $24.00K | $8.00K | -32.9% | Jul 10, 2026 |
| DHRDanaher Corp /De/ | Healthcare | $11.27K | 2.0% | +40.9% | 3 | 2 | 1 | $16.00K | $8.00K | -77.8% | Apr 11, 2025 |
| ADPAutomatic Data Processing Inc | Technology | $11.15K | 2.0% | +39.3% | 1 | 1 | 0 | $8.00K | $0.00 | -18.2% | Aug 18, 2025 |
| VVisa Inc. | Financial Services | $10.45K | 1.9% | +30.6% | 3 | 2 | 1 | $16.00K | $8.00K | +40.9% | Apr 11, 2025 |
| TGTTarget Corp | Consumer Discretionary | $10.43K | 1.8% | +30.4% | 1 | 1 | 0 | $8.00K | $0.00 | +34.1% | Aug 18, 2025 |
| CRMSalesforce, Inc. | Technology | $10.43K | 1.8% | +30.3% | 3 | 1 | 2 | $8.00K | $16.00K | -63.0% | Apr 11, 2025 |
| ULTAUlta Beauty, Inc. | Consumer Discretionary | $10.32K | 1.8% | +29.0% | 4 | 1 | 3 | $8.00K | $24.00K | -3.1% | Dec 11, 2025 |
| BRBroadridge Financial Solutions, Inc. | Technology | $10.12K | 1.8% | +26.5% | 1 | 1 | 0 | $8.00K | $0.00 | -27.8% | Dec 31, 2025 |
| SPGIS&P Global Inc. | Financial Services | $9.96K | 1.8% | +24.5% | 1 | 1 | 0 | $8.00K | $0.00 | -25.8% | Aug 18, 2025 |
| RCLRoyal Caribbean Cruises Ltd | Consumer Discretionary | $9.87K | 1.7% | +23.4% | 1 | 1 | 0 | $8.00K | $0.00 | +4.8% | Dec 31, 2025 |
| MSFTMicrosoft Corp | Technology | $9.62K | 1.7% | +20.2% | 3 | 1 | 2 | $8.00K | $16.00K | +3.1% | Apr 11, 2025 |
| WTRGEssential Utilities, Inc. | Utilities | $9.61K | 1.7% | +20.1% | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 11, 2025 |
| COPConocophillips | Energy | $9.60K | 1.7% | +20.0% | 1 | 1 | 0 | $8.00K | $0.00 | +39.3% | Aug 18, 2025 |
| RTXRTX Corp | Industrials | $9.48K | 1.7% | +18.5% | 3 | 1 | 2 | $8.00K | $16.00K | +53.8% | Aug 18, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ACNAccenture plc Class A Ordinary Shares | Spouse | Buy | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | +93.0% | +93.4% | |
| CSXCSX Corporation | Spouse | Sell (Partial) | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | +4.5% | +4.8% | |
| DEDeere & Company Common Stock | Spouse | Sell (Partial) | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | +13.8% | +14.1% | |
| DUKDuke Energy Corporation | Spouse | Buy | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | +2.3% | +2.7% | |
| LLYEli Lilly and Company Common Stock | Spouse | Sell (Partial) | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | +18.8% | +19.2% | |
| FISFidelity National Information Services, Inc. Common Stock | Spouse | Buy | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | -4.4% | -4.0% | |
| FEFirstEnergy Corp. Common Stock | Spouse | Buy | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | -0.6% | -0.2% | |
| FMCFMC Corporation Common Stock | Spouse | Sell | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | -40.3% | -40.0% | |
| FTNTFortinet, Inc. - Common Stock | Spouse | Sell (Partial) | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | -19.9% | -19.5% | |
| HONAHoneywell Aerospace Inc. - Common Stock (HONAV) | Spouse | Sell (Partial) | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | -28.4% | -28.1% | |
| HONHoneywell International Inc. | Spouse | Buy | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | -1.2% | -0.8% | |
| ADBEAdobe Inc. - Common Stock | Spouse | Sell | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | +12.4% | +12.8% | |
| INTUIntuit Inc. - Common Stock | Spouse | Sell | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | +28.1% | +28.4% | |
| MGAMagna International, Inc. Common Stock | Spouse | Sell (Partial) | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | +1.9% | +2.3% | |
| MPCMarathon Petroleum Corporation Common Stock | Spouse | Sell (Partial) | $1K–$15K | Jul 10, 2026 | Jul 17, 2026 | 7d | +51.7% | +52.1% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Dan Newhouse (R-WA-4), a current Republican member of the House, has disclosed 212 trades since 2020: 114 purchases worth about $1.03M and 98 sales worth about $784.05K, in 92 stocks. Most traded: DE, MPC, NVDA. As a portfolio, their stock holdings and trades returned +61.9% from Nov 2021, against +61.9% for the S&P 500. Trades took a median 35 days to be disclosed; 52 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Dan Newhouse still holds 74 stocks; the largest are ACN (about $27.82K), HON (about $15.91K), DHR (about $11.27K), ADP (about $11.15K), V (about $10.45K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +61.9% from November 2021 to November 2026, against +61.9% for the S&P 500, with a largest fall of -30.0%. 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 35 days to be disclosed. 52 of 212 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.