David Kustoff (R-TN-8), a current Republican member of the House, has disclosed 18 trades since 2017: 11 purchases worth about $137.50K and 4 sales worth about $105.50K, in 8 stocks. Most traded: AAPL, AMZN, GLW. As a portfolio, their stock holdings and trades returned +232.9% from Feb 2018, against +178.5% for the S&P 500. Trades took a median 17 days to be disclosed; 6 came late.
David Kustoff’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since February 2018: +232.9%, against +178.5% for SPY; the largest fall on the way was -31.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David Kustoff | Nov 2025 | -1.6% | +10.1% | -11.7% | – | -9.9% | -0.04 | 0.75 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David Kustoff | Nov 2023 | +73.1% | +72.6% | +0.4% | +20.1% | -18.6% | 1.22 | 0.88 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David Kustoff | Nov 2021 | +62.4% | +61.1% | +1.3% | +10.2% | -31.1% | 0.59 | 1.02 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David Kustoff | Jan 2026 | +0.0% | +10.1% | -10.1% | – | -9.9% | 0.08 | 0.75 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David Kustoff | Feb 2018 | +232.9% | +178.5% | +54.4% | +14.8% | -31.1% | 0.78 | 0.98 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Technology | $415.61K | 16.4% | +10.8% | 1 | 1 | 0 | $0.00 | $0.00 | +536.0% | Sep 11, 2017 |
| MSFTMicrosoft Corp | Technology | $382.73K | 15.1% | +2.1% | 1 | 1 | 0 | $8.00K | $0.00 | +67.8% | Feb 27, 2020 |
| AMZNAmazon Com Inc | Consumer Discretionary | $162.13K | 6.4% | -7.4% | 1 | 0 | 0 | $0.00 | $0.00 | – | Nov 23, 2018 |
| TAt&T Inc. | Communication Services | $28.79K | 1.1% | -12.8% | 1 | 0 | 0 | $0.00 | $0.00 | – | Apr 11, 2022 |
| WBDWarner Bros. Discovery, Inc. | Communication Services | $8.93K | 0.4% | +11.6% | 1 | 0 | 0 | $0.00 | $0.00 | – | Apr 11, 2022 |
| SBUXStarbucks Corp | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -67.6% | Nov 15, 2021 |
| GLWCorning Inc /Ny | Basic Materials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Dec 8, 2020 |
| YOUClear Secure, Inc. | Technology | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -22.9% | Mar 2, 2023 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| YOUclear secure | Self | Buy | $1K–$15K | Mar 2, 2023 | Mar 7, 2023 | 5d | +66.1% | -22.9% | |
| Advances migroneOther | Self | Sell | $15K–$50K | Oct 19, 2020 | Oct 19, 2022 | 730d late | – | – | |
| TAT&T Inc. | Joint | Exchange | $4,451 | Apr 11, 2022 | May 2, 2022 | 21d | +9.2% | -61.8% | |
| WBDWarner Bros. Discovery, Inc. - Series A | Joint | Exchange | $4,451 | Apr 11, 2022 | May 2, 2022 | 21d | +25.0% | -46.0% | |
| Amazon.comsneOther | Self | Buy | $15K–$50K | Feb 7, 2022 | Feb 9, 2022 | 2d | – | – | |
| RokeOther | Self | Sell | $15K–$50K | Jan 6, 2022 | Jan 10, 2022 | 4d | – | – | |
| SBUXStrbucks | Self | Buy | $15K–$50K | Nov 15, 2021 | Nov 30, 2021 | 15d | -6.7% | -67.6% | |
| RoKeOther | Self | Buy | $1K–$15K | Jan 8, 2021 | Oct 26, 2021 | 291d late | – | – | |
| MSFTMicrosoft Corporation | Self | Buy | $1K–$15K | Feb 27, 2020 | Aug 20, 2021 | 540d late | +220.6% | +67.8% | |
| GLWCorning Inc | Self | Sell | $1K–$15K | Dec 8, 2020 ? | Dec 10, 2019 | – | +225.0% | +121.8% | |
| Feed Ex CorpOther | Dependent Child | Buy | – | Dec 19, 2018 | Apr 17, 2019 | 119d late | – | – | |
| CostcoOther | Self | Buy | $15K–$50K | Nov 23, 2018 | Dec 3, 2018 | 10d | – | – | |
| AMZNAmazon | Self | Exchange | $1K–$15K | Nov 23, 2018 | Dec 3, 2018 | 10d | +227.1% | +41.4% | |
| MS6 Madisonsg. Gourlen OOther | Self | Sell | $15K–$50K | May 21, 2018 | Jun 5, 2018 | 15d | – | – | |
| miinosoSxOther | Self | Buy | $1K–$15K | Feb 8, 2018 | Feb 26, 2018 | 18d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
David Kustoff (R-TN-8), a current Republican member of the House, has disclosed 18 trades since 2017: 11 purchases worth about $137.50K and 4 sales worth about $105.50K, in 8 stocks. Most traded: AAPL, AMZN, GLW. As a portfolio, their stock holdings and trades returned +232.9% from Feb 2018, against +178.5% for the S&P 500. Trades took a median 17 days to be disclosed; 6 came late.
Rebuilt from their latest annual report and the trades they disclosed since, David Kustoff still holds 5 stocks; the largest are AAPL (about $415.61K), MSFT (about $382.73K), AMZN (about $162.13K), T (about $28.79K), WBD (about $8.93K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +232.9% from February 2018 to November 2026, against +178.5% for the S&P 500, with a largest fall of -31.1%. 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 17 days to be disclosed. 6 of 18 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.