David P. Joyce (R-OH-14), a current Republican member of the House, has disclosed 309 trades since 2014: 173 purchases worth about $3.86M and 135 sales worth about $3.64M, in 103 stocks. Most traded: IWM, PKB, QQQ. As a portfolio, their stock holdings and trades returned +271.3% from Oct 2014, against +282.9% for the S&P 500. Trades took a median 148 days to be disclosed; 230 came late.
David P. Joyce’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since October 2014: +271.3%, against +282.9% for SPY; the largest fall on the way was -35.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David P. Joyce | Nov 2025 | +10.3% | +10.1% | +0.2% | – | -8.9% | 0.89 | 0.63 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David P. Joyce | Nov 2023 | +56.6% | +72.6% | -16.1% | +16.2% | -17.2% | 1.20 | 0.75 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David P. Joyce | Nov 2021 | +45.9% | +61.1% | -15.2% | +7.9% | -30.6% | 0.56 | 0.84 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David P. Joyce | Jan 2026 | +6.1% | +10.1% | -4.0% | – | -8.9% | 0.64 | 0.62 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David P. Joyce | Oct 2014 | +271.3% | +282.9% | -11.6% | +11.5% | -35.0% | 0.70 | 0.92 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VVisa Inc. | Financial Services | $75.68K | 6.3% | +16.4% | 1 | 1 | 0 | $8.00K | $0.00 | +408.4% | Oct 23, 2014 |
| ICEIntercontinental Exchange, Inc. | Financial Services | $72.14K | 6.0% | +11.0% | 1 | 1 | 0 | $8.00K | $0.00 | +30.6% | Jan 23, 2015 |
| AAPLApple Inc. | Technology | $72.04K | 6.0% | +10.8% | 1 | 1 | 0 | $32.50K | $0.00 | +814.7% | Aug 13, 2015 |
| COSTCostco Wholesale Corp /New | Consumer Staples | $70.32K | 5.8% | +8.2% | 1 | 1 | 0 | $8.00K | $0.00 | +355.8% | Aug 13, 2015 |
| AMTAmerican Tower Corp /Ma/ | Real Estate | $70.30K | 5.8% | +8.2% | 1 | 1 | 0 | $8.00K | $0.00 | -172.5% | Aug 13, 2015 |
| JNJJohnson & Johnson | Healthcare | $67.12K | 5.6% | +3.3% | 1 | 1 | 0 | $32.50K | $0.00 | -93.4% | Mar 5, 2015 |
| BLKBlackRock, Inc. | Financial Services | $64.13K | 5.3% | -1.3% | 2 | 1 | 1 | $32.50K | $32.50K | -70.4% | Jun 30, 2023 |
| GBDCGOLUB CAPITAL BDC, Inc. | Financial Services | $62.53K | 5.2% | -3.8% | 7 | 3 | 4 | $73.00K | $105.50K | -197.8% | Jun 30, 2023 |
| PCYInvesco Emerging Markets Sovereign Debt ETF | – | $62.13K | 5.2% | -4.4% | 1 | 0 | 1 | $0.00 | $32.50K | – | Dec 11, 2018 |
| AMEAmetek Inc/ | Industrials | $61.34K | 5.1% | -5.6% | 1 | 1 | 0 | $8.00K | $0.00 | +112.3% | Feb 20, 2015 |
| ADBEAdobe Inc. | Technology | $60.43K | 5.0% | -7.0% | 1 | 1 | 0 | $8.00K | $0.00 | -65.4% | Oct 7, 2015 |
| CMCSAComcast Corp | Communication Services | $59.27K | 4.9% | -8.8% | 1 | 1 | 0 | $8.00K | $0.00 | -272.8% | Jun 8, 2015 |
| CCitigroup Inc | Financial Services | $57.68K | 4.8% | -11.3% | 2 | 1 | 1 | $8.00K | $8.00K | -123.5% | Jun 22, 2023 |
| GEGeneral Electric Co | Industrials | $56.92K | 4.7% | -12.4% | 3 | 1 | 2 | $8.00K | $65.00K | -103.2% | Jul 3, 2017 |
| BABoeing Co | Industrials | $49.51K | 4.1% | -23.8% | 2 | 1 | 1 | $8.00K | $32.50K | -242.1% | Jun 19, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MAI ManagedPrivate Stock | Self | Sell (Partial) | $50K–$100K | Jan 10, 2025 | Feb 7, 2025 | 28d | – | – | |
| MAI Managed Income FundFund | Self | Sell (Partial) | $50K–$100K | Nov 19, 2024 | Dec 18, 2024 | 29d | – | – | |
| BLKBlackRock, Inc. | Self | Sell | $15K–$50K | Jun 30, 2023 | Aug 6, 2024 | 403d late | +68.9% | -0.8% | |
| XBISPDR Series Trust SPDR S&P Biotech ETFETF | Self | Sell | $15K–$50K | Jun 30, 2023 | Aug 6, 2024 | 403d late | +82.8% | +13.1% | |
| TRPTC Energy Corporation | Self | Sell | $1K–$15K | Jun 23, 2023 | Aug 6, 2024 | 410d late | +62.1% | -11.5% | |
| VCSHVanguard Short-Term Corporate Bond ETFETF | Self | Buy | $15K–$50K | Jul 14, 2022 | Aug 6, 2024 | 754d late | +1.8% | -97.3% | |
| BABoeing Company | Self | Sell | $15K–$50K | Jun 19, 2023 | Aug 6, 2024 | 414d late | -20.3% | -91.4% | |
| CCitigroup, Inc. | Self | Sell | $1K–$15K | Jun 22, 2023 | Aug 6, 2024 | 411d late | +164.0% | +91.7% | |
| GBDCGolub Capital BDC, Inc. | Self | Sell | $15K–$50K | Jul 12, 2022 | Aug 6, 2024 | 756d late | -4.7% | -102.2% | |
| GBDCGolub Capital BDC, Inc. | Self | Sell | $15K–$50K | Jul 14, 2022 | Aug 6, 2024 | 754d late | -4.4% | -103.5% | |
| GBDCGolub Capital BDC, Inc. - Closed End Fund | Self | Sell (Partial) | $15K–$50K | Jun 19, 2023 | Aug 6, 2024 | 414d late | -3.9% | -75.0% | |
| GBDCGolub Capital BDC, Inc. - Closed End Fund | Self | Sell (Partial) | $1K–$15K | Jun 30, 2023 | Aug 6, 2024 | 403d late | -4.5% | -74.2% | |
| IWFiShares Russell 1000 Growth ETFETF | Self | Sell (Partial) | $15K–$50K | Jun 19, 2023 | Aug 6, 2024 | 414d late | +70.7% | -0.4% | |
| IWFiShares Russell 1000 Growth ETFETF | Self | Sell (Partial) | $15K–$50K | Jun 19, 2023 | Aug 6, 2024 | 414d late | +70.7% | -0.4% | |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETFETF | Self | Sell | $1K–$15K | May 19, 2022 | Jun 9, 2022 | 21d | +120.7% | +27.6% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
David P. Joyce (R-OH-14), a current Republican member of the House, has disclosed 309 trades since 2014: 173 purchases worth about $3.86M and 135 sales worth about $3.64M, in 103 stocks. Most traded: IWM, PKB, QQQ. As a portfolio, their stock holdings and trades returned +271.3% from Oct 2014, against +282.9% for the S&P 500. Trades took a median 148 days to be disclosed; 230 came late.
Rebuilt from their latest annual report and the trades they disclosed since, David P. Joyce still holds 26 stocks; the largest are V (about $75.68K), ICE (about $72.14K), AAPL (about $72.04K), COST (about $70.32K), AMT (about $70.30K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +271.3% from October 2014 to November 2026, against +282.9% for the S&P 500, with a largest fall of -35.0%. 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 148 days to be disclosed. 230 of 309 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.