Dwight Evans (D-PA-3), a current Democratic member of the House, has disclosed 182 trades since 2016: 89 purchases worth about $932.54K and 93 sales worth about $1.12M, in 81 stocks. Most traded: INTC, GOOGL, AMZN. As a portfolio, their stock holdings and trades returned +483.9% from Jan 2017, against +233.9% for the S&P 500. Trades took a median 35 days to be disclosed; 46 came late.
Dwight Evans’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2017: +483.9%, against +233.9% for SPY; the largest fall on the way was -40.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dwight Evans | Nov 2025 | +46.3% | +10.1% | +36.2% | – | -9.5% | 2.44 | 0.83 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dwight Evans | Nov 2023 | +162.5% | +72.6% | +89.9% | +38.1% | -24.8% | 1.83 | 1.03 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dwight Evans | Nov 2021 | +85.5% | +61.1% | +24.4% | +13.2% | -40.0% | 0.65 | 1.18 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dwight Evans | Jan 2026 | +39.2% | +10.1% | +29.1% | – | -9.5% | 2.54 | 0.78 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dwight Evans | Jan 2017 | +483.9% | +233.9% | +250.0% | +19.7% | -40.0% | 0.92 | 1.10 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Healthcare | $49.51K | 28.3% | +52.3% | 6 | 2 | 4 | $40.50K | $56.50K | +90.2% | May 7, 2026 |
| ABBVAbbVie Inc. | Healthcare | $10.97K | 6.3% | +37.1% | 2 | 1 | 1 | $8.00K | $8.00K | +27.4% | Apr 3, 2025 |
| MSFTMicrosoft Corp | Technology | $9.91K | 5.7% | +23.9% | 3 | 1 | 2 | $8.00K | $16.00K | +207.5% | Nov 21, 2025 |
| LMTLockheed Martin Corp | Industrials | $9.89K | 5.7% | +23.6% | 1 | 1 | 0 | $8.00K | $0.00 | -12.1% | May 26, 2021 |
| NOWServiceNow, Inc. | Technology | $9.37K | 5.4% | +17.1% | 2 | 1 | 1 | $8.00K | $8.00K | -84.2% | Apr 3, 2025 |
| IBMInternational Business Machines Corp | Technology | $9.25K | 5.3% | +15.7% | 2 | 2 | 0 | $16.00K | $0.00 | -10.9% | Apr 3, 2025 |
| AAPLApple Inc. | Technology | $9.08K | 5.2% | +13.5% | 1 | 1 | 0 | $8.00K | $0.00 | +358.1% | Aug 17, 2018 |
| MUMicron Technology Inc | Technology | $8.59K | 4.9% | +7.4% | 2 | 1 | 1 | $8.00K | $32.50K | +898.7% | Mar 24, 2026 |
| OKEOneok Inc /New/ | Energy | $8.13K | 4.6% | +1.7% | 4 | 2 | 2 | $40.50K | $40.50K | -75.6% | Apr 3, 2025 |
| KMIKinder Morgan, Inc. | Energy | $7.84K | 4.5% | -2.0% | 4 | 2 | 2 | $16.00K | $16.00K | -53.7% | Apr 3, 2025 |
| SRESempra | Utilities | $7.41K | 4.2% | -7.4% | 1 | 1 | 0 | $8.00K | $0.00 | -79.9% | Nov 14, 2022 |
| WMBWilliams Companies, Inc. | Energy | $7.33K | 4.2% | -8.4% | 3 | 2 | 1 | $16.00K | $8.00K | +144.3% | Apr 3, 2025 |
| CVSCVS HEALTH Corp | Healthcare | $7.29K | 4.2% | -8.9% | 2 | 1 | 1 | $8.00K | $8.00K | -44.8% | Nov 21, 2025 |
| NEENextera Energy Inc | Utilities | $7.11K | 4.1% | -11.1% | 2 | 1 | 1 | $8.00K | $8.00K | -69.7% | Apr 3, 2025 |
| NVDANvidia Corp | Technology | $6.86K | 3.9% | -14.3% | 2 | 2 | 0 | $16.00K | $0.00 | +28.6% | Nov 21, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| GDGeneral Dynamics Corporation Common Stock | Self | Sell | $1K–$15K | Jun 10, 2026 | Jun 24, 2026 | 14d | +9.5% | +5.8% | |
| INTCIntel Corporation - Common Stock | Self | Sell (Partial) | $1K–$15K | Jun 10, 2026 | Jun 24, 2026 | 14d | -44.0% | -47.7% | |
| AMTAmerican Tower Corporation | Self | Sell | $1K–$15K | May 11, 2026 | May 15, 2026 | 4d | +6.2% | +4.4% | |
| CVSCVS Health Corporation Common Stock | Self | Sell (Partial) | $1K–$15K | Nov 21, 2025 | May 15, 2026 | 175d late | +13.4% | -0.7% | |
| INTCIntel Corporation - Common Stock | Self | Sell (Partial) | $1K–$15K | May 7, 2026 | May 15, 2026 | 8d | -45.3% | -48.1% | |
| PWRQuanta Services, Inc. Common Stock | Self | Sell (Partial) | $1K–$15K | May 7, 2026 | May 15, 2026 | 8d | -17.3% | -20.1% | |
| TMOThermo Fisher Scientific Inc Common Stock | Self | Sell (Partial) | $1K–$15K | May 7, 2026 | May 15, 2026 | 8d | +43.9% | +41.1% | |
| MUMicron Technology, Inc. - Common Stock | Self | Sell | $15K–$50K | Mar 24, 2026 | Apr 20, 2026 | 27d | +110.8% | +95.6% | |
| BABAFALIBABA GROUP HOLDING LTD | Self | Sell | $1K–$15K | Nov 21, 2025 | Dec 19, 2025 | 28d | -41.0% | -55.2% | |
| AWKAmerican Water Works Company, Inc. Common Stock | Self | Sell | $1K–$15K | Nov 21, 2025 | Dec 19, 2025 | 28d | +11.1% | -3.1% | |
| APOApollo Global Management, Inc. | Self | Sell | $1K–$15K | Nov 21, 2025 | Dec 19, 2025 | 28d | -8.0% | -22.1% | |
| MSFTMicrosoft Corporation - Common Stock | Self | Sell (Partial) | $1K–$15K | Nov 21, 2025 | Dec 19, 2025 | 28d | +7.4% | -6.7% | |
| NVDANVIDIA Corporation - Common Stock | Self | Buy | $1K–$15K | Nov 21, 2025 | Dec 19, 2025 | 28d | +13.0% | -1.2% | |
| GOOGLAlphabet Inc. - Class A Common Stock | Self | Sell | $15K–$50K | Oct 10, 2025 | Oct 30, 2025 | 20d | +17.9% | +2.8% | |
| KDKyndryl Holdings, Inc. Common Stock | Self | Sell | $224 | Oct 10, 2025 | Oct 30, 2025 | 20d | -50.9% | -66.1% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Dwight Evans (D-PA-3), a current Democratic member of the House, has disclosed 182 trades since 2016: 89 purchases worth about $932.54K and 93 sales worth about $1.12M, in 81 stocks. Most traded: INTC, GOOGL, AMZN. As a portfolio, their stock holdings and trades returned +483.9% from Jan 2017, against +233.9% for the S&P 500. Trades took a median 35 days to be disclosed; 46 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Dwight Evans still holds 17 stocks; the largest are TMO (about $49.51K), ABBV (about $10.97K), MSFT (about $9.91K), LMT (about $9.89K), NOW (about $9.37K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +483.9% from January 2017 to November 2026, against +233.9% for the S&P 500, with a largest fall of -40.0%. 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. 46 of 182 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.