David B. McKinley (R-WV-1), a former Republican member of the House, has disclosed 477 trades since 2013: 265 purchases worth about $3.92M and 209 sales worth about $3.92M, in 109 stocks. Most traded: RTX, ECL, CERN. As a portfolio, their stock holdings and trades returned +112.1% from Mar 2014, against +102.4% for the S&P 500. Trades took a median 20 days to be disclosed; 26 came late.
David B. McKinley’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since March 2014: +112.1%, against +102.4% for SPY; the largest fall on the way was -31.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David B. McKinley | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David B. McKinley | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David B. McKinley | Nov 2021 | -13.7% | -18.4% | +4.7% | -11.9% | -24.0% | -0.41 | 1.01 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David B. McKinley | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David B. McKinley | Mar 2014 | +112.1% | +102.4% | +9.7% | +8.9% | -31.2% | 0.57 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ECLEcolab Inc. | Industrials | Closed | – | – | 14 | 8 | 6 | $122.28K | $113.94K | -97.1% | May 12, 2021 |
| ATRAptargroup, Inc. | Industrials | Closed | – | – | 10 | 4 | 6 | $81.00K | $146.00K | -142.2% | Dec 20, 2018 |
| CERNCERNER Corp | Technology | Closed | – | – | 13 | 7 | 6 | $105.00K | $121.50K | – | May 12, 2021 |
| MMM3M Co | Industrials | Closed | – | – | 12 | 6 | 6 | $97.00K | $114.26K | -214.9% | Jul 18, 2019 |
| RTXRTX Corp | Industrials | Closed | – | – | 18 | 11 | 5 | $112.51K | $89.00K | +4.8% | May 12, 2021 |
| BDXBecton Dickinson & Co | Healthcare | Closed | – | – | 10 | 6 | 4 | $72.50K | $105.50K | -170.4% | Aug 25, 2020 |
| COSTCostco Wholesale Corp /New | Consumer Staples | Closed | – | – | 12 | 7 | 5 | $105.00K | $64.50K | +222.6% | Jul 7, 2022 |
| AAPLApple Inc. | Technology | Closed | – | – | 9 | 4 | 5 | $32.00K | $131.50K | +299.0% | Aug 19, 2021 |
| ACNAccenture plc | Industrials | Closed | – | – | 8 | 5 | 3 | $89.00K | $73.00K | -113.3% | Aug 19, 2021 |
| UNHUnitedhealth Group Inc | Healthcare | Closed | – | – | 8 | 5 | 3 | $89.00K | $73.00K | -92.9% | Jul 7, 2022 |
| HSYHershey Co | Consumer Staples | Closed | – | – | 7 | 4 | 3 | $81.00K | $73.00K | -163.8% | Dec 20, 2018 |
| TMOThermo Fisher Scientific Inc. | Healthcare | Closed | – | – | 9 | 5 | 4 | $64.50K | $81.00K | +70.1% | Aug 19, 2021 |
| EMLPFirst Trust North American Energy Infrastructure Fund | – | Closed | – | – | 3 | 0 | 3 | $0.00 | $140.00K | – | Dec 20, 2018 |
| ROPRoper Technologies Inc | Technology | Closed | – | – | 8 | 4 | 4 | $81.00K | $56.50K | -111.5% | May 12, 2021 |
| WMWaste Management Inc | Industrials | Closed | – | – | 8 | 6 | 2 | $97.00K | $40.50K | -27.4% | Aug 28, 2020 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ABTAbbott Laboratories | Self | Sell | $1K–$15K | Sep 21, 2022 | Oct 12, 2022 | 21d | +9.6% | -89.7% | |
| AJGArthur J. Gallagher & Co. | Self | Buy | $1K–$15K | Sep 21, 2022 | Oct 12, 2022 | 21d | +60.0% | -39.3% | |
| KMXCarMax Inc | Self | Sell | $1K–$15K | Sep 21, 2022 | Oct 12, 2022 | 21d | -30.4% | -129.7% | |
| CNCCentene Corporation | Self | Buy | $1K–$15K | Sep 21, 2022 | Oct 12, 2022 | 21d | -17.8% | -117.1% | |
| SPGIS&P Global Inc. | Self | Sell | $1K–$15K | Sep 21, 2022 | Oct 12, 2022 | 21d | +49.9% | -49.4% | |
| SWKStanley Black & Decker, Inc. | Self | Sell | $1K–$15K | Sep 21, 2022 | Oct 12, 2022 | 21d | +27.9% | -71.4% | |
| TSLATesla, Inc. | Self | Buy | $1K–$15K | Sep 21, 2022 | Oct 12, 2022 | 21d | +34.2% | -65.1% | |
| GWWW.W. Grainger, Inc. | Self | Buy | $1K–$15K | Sep 21, 2022 | Oct 12, 2022 | 21d | +166.7% | +67.4% | |
| COSTCostco Wholesale Corporation | Self | Sell (Partial) | $1K–$15K | Jul 7, 2022 | Aug 3, 2022 | 27d | +110.2% | +16.9% | |
| JJacobs Engineering Group Inc. | Self | Sell (Partial) | $1K–$15K | Jul 7, 2022 | Aug 3, 2022 | 27d | +52.7% | -40.7% | |
| ORLYO'Reilly Automotive, Inc. | Self | Sell (Partial) | $1K–$15K | Jul 7, 2022 | Aug 3, 2022 | 27d | +105.6% | +12.3% | |
| UNHUnitedHealth Group Incorporated Common Stock | Self | Sell (Partial) | $1K–$15K | Jul 7, 2022 | Aug 3, 2022 | 27d | -22.2% | -115.5% | |
| GPNGlobal Payments Inc. | Self | Buy | $1K–$15K | May 20, 2022 | Jun 10, 2022 | 21d | -18.4% | -111.5% | |
| ATVIActivision Blizzard, Inc | Joint | Sell | $15K–$50K | Dec 6, 2021 | Jan 14, 2022 | 39d | – | – | |
| ATVIActivision Blizzard, Inc | Self | Sell | $1K–$15K | Dec 6, 2021 | Jan 14, 2022 | 39d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
David B. McKinley (R-WV-1), a former Republican member of the House, has disclosed 477 trades since 2013: 265 purchases worth about $3.92M and 209 sales worth about $3.92M, in 109 stocks. Most traded: RTX, ECL, CERN. As a portfolio, their stock holdings and trades returned +112.1% from Mar 2014, against +102.4% for the S&P 500. Trades took a median 20 days to be disclosed; 26 came late.
As a portfolio, their stock holdings and trades returned +112.1% from March 2014 to November 2026, against +102.4% 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 20 days to be disclosed. 26 of 477 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.