David J. Taylor (R-OH-2), a current Republican member of the House, has disclosed 239 trades since 2025: 139 purchases worth about $1.16M and 100 sales worth about $971.55K, in 30 stocks. Most traded: IBP, LRCX, PG. As a portfolio, their stock holdings and trades returned +46.9% from Feb 2025, against +24.3% for the S&P 500. Trades took a median 13 days to be disclosed; 12 came late.
David J. Taylor’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since February 2025: +46.9%, against +24.3% for SPY; the largest fall on the way was -11.4%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David J. Taylor | Nov 2025 | +12.1% | +10.1% | +2.0% | – | -8.8% | 1.05 | 0.58 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David J. Taylor | Feb 2025 | +46.9% | +24.3% | +22.7% | +25.0% | -11.4% | 1.52 | 0.68 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David J. Taylor | Feb 2025 | +46.9% | +24.3% | +22.7% | +25.0% | -11.4% | 1.52 | 0.68 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David J. Taylor | Jan 2026 | +8.8% | +10.1% | -1.3% | – | -8.8% | 0.92 | 0.59 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David J. Taylor | Feb 2025 | +46.9% | +24.3% | +22.7% | +25.0% | -11.4% | 1.52 | 0.68 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HDHome Depot, Inc. | Consumer Discretionary | $168.65K | 8.1% | +14.3% | 10 | 8 | 2 | $64.00K | $16.00K | +1.1% | Sep 22, 2026 |
| MSFTMicrosoft Corp | Technology | $148.64K | 7.2% | +21.5% | 12 | 8 | 4 | $64.00K | $56.50K | +12.2% | Aug 26, 2026 |
| PGPROCTER & GAMBLE Co | Consumer Staples | $133.68K | 6.4% | +15.2% | 14 | 11 | 3 | $88.01K | $24.00K | -1.9% | Oct 12, 2026 |
| PHParker-Hannifin Corp | Industrials | $132.91K | 6.4% | +7.6% | 8 | 4 | 4 | $32.00K | $32.00K | +5.1% | May 15, 2026 |
| VVisa Inc. | Financial Services | $131.90K | 6.4% | +30.6% | 10 | 8 | 2 | $64.00K | $16.00K | +18.8% | Oct 15, 2026 |
| JPMJpmorgan Chase & Co | Financial Services | $123.00K | 5.9% | +14.4% | 5 | 3 | 2 | $24.00K | $16.00K | +5.2% | Jan 29, 2026 |
| TAt&T Inc. | Communication Services | $94.85K | 4.6% | -9.7% | 12 | 10 | 2 | $80.01K | $16.00K | -19.0% | Oct 15, 2026 |
| CRMSalesforce, Inc. | Technology | $84.73K | 4.1% | +30.3% | 8 | 6 | 2 | $48.00K | $40.50K | -23.2% | Feb 26, 2026 |
| UNHUnitedhealth Group Inc | Healthcare | $74.22K | 3.6% | +1.7% | 2 | 0 | 2 | $0.00 | $40.50K | – | May 14, 2025 |
| GOOGLAlphabet Inc. | Technology | $72.59K | 3.5% | -26.7% | 12 | 5 | 7 | $40.00K | $80.50K | -19.7% | Aug 11, 2026 |
| KRKroger Co | Consumer Staples | $69.78K | 3.4% | +8.2% | 9 | 7 | 2 | $56.00K | $16.00K | +1.6% | Jul 24, 2026 |
| CVXChevron Corp | Energy | $67.95K | 3.3% | +20.3% | 4 | 1 | 3 | $8.00K | $24.00K | +26.7% | Jun 15, 2026 |
| AEPAmerican Electric Power Co Inc | Utilities | $67.16K | 3.2% | +4.1% | 9 | 5 | 4 | $40.00K | $32.00K | +4.5% | Aug 26, 2026 |
| ETNEaton Corp plc | Industrials | $66.92K | 3.2% | -8.3% | 4 | 3 | 1 | $24.00K | $8.00K | -3.4% | Feb 26, 2026 |
| IBPInstalled Building Products, Inc. | Industrials | $66.17K | 3.2% | +2.6% | 14 | 10 | 4 | $80.01K | $32.00K | -13.7% | Sep 8, 2026 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| TAT&T Inc. | Self | Buy | $1K–$15K | Oct 15, 2026 | Oct 29, 2026 | 14d | -8.8% | -6.2% | |
| LRCXLam Research Corporation - Common Stock | Self | Buy | $1K–$15K | Oct 15, 2026 | Oct 29, 2026 | 14d | -18.0% | -15.4% | |
| MPCMarathon Petroleum Corporation Common Stock | Self | Sell | $1K–$15K | Oct 15, 2026 | Oct 29, 2026 | 14d | -9.7% | -7.2% | |
| MPCMarathon Petroleum Corporation Common Stock | Self | Sell | $1K–$15K | Oct 15, 2026 | Oct 29, 2026 | 14d | -9.7% | -7.2% | |
| PLDPrologis, Inc. Common Stock | Self | Buy | $1K–$15K | Oct 15, 2026 | Oct 29, 2026 | 14d | +2.1% | +4.7% | |
| PLDPrologis, Inc. Common Stock | Self | Buy | $1K–$15K | Oct 15, 2026 | Oct 29, 2026 | 14d | +2.1% | +4.7% | |
| RPMRPM International Inc. Common Stock | Self | Buy | $1K–$15K | Oct 15, 2026 | Oct 29, 2026 | 14d | +7.7% | +10.2% | |
| VVisa Inc. | Self | Sell | $1K–$15K | Oct 15, 2026 | Oct 29, 2026 | 14d | +6.4% | +9.0% | |
| TAT&T Inc. | Self | Buy | $1K–$15K | Oct 9, 2026 | Oct 15, 2026 | 6d | -3.3% | +0.1% | |
| FITBFifth Third Bancorp - Common Stock | Self | Buy | $1K–$15K | Oct 9, 2026 | Oct 15, 2026 | 6d | +8.6% | +11.9% | |
| PGProcter & Gamble Company | Self | Sell | $1K–$15K | Oct 12, 2026 | Oct 15, 2026 | 3d | +6.8% | +10.1% | |
| RPMRPM International Inc. Common Stock | Self | Buy | $1K–$15K | Oct 9, 2026 | Oct 15, 2026 | 6d | +10.2% | +13.6% | |
| AMGNAmgen Inc. - Common Stock | Self | Buy | $1K–$15K | Sep 22, 2026 | Oct 1, 2026 | 9d | +13.5% | +16.2% | |
| HDHome Depot, Inc. | Self | Buy | $1K–$15K | Sep 22, 2026 | Oct 1, 2026 | 9d | +11.7% | +14.5% | |
| HDHome Depot, Inc. | Self | Buy | $1K–$15K | Sep 22, 2026 | Oct 1, 2026 | 9d | +11.7% | +14.5% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
David J. Taylor (R-OH-2), a current Republican member of the House, has disclosed 239 trades since 2025: 139 purchases worth about $1.16M and 100 sales worth about $971.55K, in 30 stocks. Most traded: IBP, LRCX, PG. As a portfolio, their stock holdings and trades returned +46.9% from Feb 2025, against +24.3% for the S&P 500. Trades took a median 13 days to be disclosed; 12 came late.
Rebuilt from their latest annual report and the trades they disclosed since, David J. Taylor still holds 27 stocks; the largest are HD (about $168.65K), MSFT (about $148.64K), PG (about $133.68K), PH (about $132.91K), V (about $131.90K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +46.9% from February 2025 to November 2026, against +24.3% for the S&P 500, with a largest fall of -11.4%. 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 13 days to be disclosed. 12 of 239 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.