Earl Blumenauer (D-OR-3), a former Democratic member of the House, has disclosed 536 trades since 2013: 369 purchases worth about $7.21M and 160 sales worth about $3.73M, in 114 stocks. Most traded: NWN, KR, PFE. As a portfolio, their stock holdings and trades returned +101.9% from Mar 2014, against +219.2% for the S&P 500. Trades took a median 23 days to be disclosed; 9 came late.
Earl Blumenauer’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: +101.9%, against +219.2% for SPY; the largest fall on the way was -40.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Earl Blumenauer | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Earl Blumenauer | Nov 2023 | +23.8% | +35.9% | -12.1% | +20.2% | -5.2% | 1.75 | 0.66 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Earl Blumenauer | Nov 2021 | +13.5% | +26.8% | -13.3% | +4.1% | -22.2% | 0.34 | 0.81 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Earl Blumenauer | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Earl Blumenauer | Mar 2014 | +101.9% | +219.2% | -117.3% | +6.7% | -40.3% | 0.44 | 0.82 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NWNNorthwest Natural Holding Co | Utilities | Closed | – | – | 58 | 51 | 7 | $457.03K | $355.00K | -172.8% | Nov 15, 2024 |
| VTRVentas, Inc. | Real Estate | Closed | – | – | 4 | 2 | 2 | $40.50K | $40.50K | -9.3% | Sep 19, 2024 |
| AAPLApple Inc. | Technology | Closed | – | – | 5 | 3 | 2 | $48.50K | $16.00K | +305.7% | Oct 28, 2022 |
| GOOGLAlphabet Inc. | Technology | Closed | – | – | 5 | 3 | 2 | $48.50K | $16.00K | +59.2% | Feb 1, 2024 |
| MCKMckesson Corp | Healthcare | Closed | – | – | 5 | 3 | 2 | $24.00K | $40.50K | +396.8% | Apr 4, 2024 |
| KRKroger Co | Consumer Staples | Closed | – | – | 8 | 4 | 4 | $32.00K | $32.00K | +9.2% | Apr 4, 2024 |
| SKYDSkydance Corp | Communication Services | Closed | – | – | 6 | 3 | 1 | $24.00K | $32.50K | -231.9% | Jan 27, 2021 |
| HPQHp Inc | Technology | Closed | – | – | 4 | 2 | 2 | $16.00K | $40.50K | -93.3% | Feb 9, 2022 |
| TAt&T Inc. | Communication Services | Closed | – | – | 4 | 3 | 1 | $48.50K | $8.00K | -198.1% | Oct 5, 2022 |
| PFEPfizer Inc | Healthcare | Closed | – | – | 7 | 5 | 2 | $40.00K | $16.00K | -125.2% | Feb 12, 2024 |
| VODVodafone Group Public Ltd Co | Communication Services | Closed | – | – | 7 | 4 | 3 | $32.00K | $24.00K | -201.4% | May 3, 2022 |
| APDAir Products & Chemicals, Inc. | Basic Materials | Closed | – | – | 3 | 2 | 1 | $40.50K | $8.00K | -37.9% | Mar 14, 2022 |
| FFord Motor Co | Consumer Discretionary | Closed | – | – | 3 | 2 | 1 | $16.00K | $32.50K | -84.1% | Aug 16, 2023 |
| TELTE Connectivity plc | Industrials | Closed | – | – | 3 | 2 | 1 | $16.00K | $32.50K | -22.6% | Apr 4, 2024 |
| EMBJEmbraer S.A. | Industrials | Closed | – | – | 6 | 4 | 2 | $32.00K | $16.00K | +394.1% | Apr 4, 2024 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Bank of America C Var 27Bond | Spouse | Buy | $15K–$50K | Nov 8, 2024 | Dec 7, 2024 | 29d | – | – | |
| Comcast Corp 1.95%31Bond | Spouse | Buy | $15K–$50K | Nov 21, 2024 | Dec 7, 2024 | 16d | – | – | |
| Comcast Corp 4.65%33Bond | Spouse | Sell | $15K–$50K | Nov 21, 2024 | Dec 7, 2024 | 16d | – | – | |
| NWNNorthwest Natural Holding Company Common Stock | Spouse | Buy | $1K–$15K | Nov 15, 2024 | Dec 7, 2024 | 22d | +23.3% | -5.1% | |
| The Kroger Co. 4.5% 29Bond | Spouse | Buy | $15K–$50K | Nov 8, 2024 | Dec 7, 2024 | 29d | – | – | |
| Toyota Motor Credit 3%/25Bond | Spouse | Sell | $50K–$100K | Nov 8, 2024 | Dec 7, 2024 | 29d | – | – | |
| US Treasu NT 4.625%02/26Bond | Spouse | Buy | $15K–$50K | Nov 19, 2024 | Dec 7, 2024 | 18d | – | – | |
| US Treasur NT 4%01/27Bond | Spouse | Buy | $15K–$50K | Nov 19, 2024 | Dec 7, 2024 | 18d | – | – | |
| Constellation BR 2.25%31 Due 08/01/31Bond | Spouse | Buy | $15K–$50K | Oct 11, 2024 | Nov 5, 2024 | 25d | – | – | |
| UnitedHealth Gro 3.75%25Bond | Spouse | Sell | $15K–$50K | Oct 11, 2024 | Nov 5, 2024 | 25d | – | – | |
| US Treasu Nt 4.125% UST Due 03/31/29Bond | Spouse | Buy | $15K–$50K | Oct 21, 2024 | Nov 5, 2024 | 15d | – | – | |
| US Treasu NT 4.625% Due 04/30/31Bond | Spouse | Buy | $15K–$50K | Oct 21, 2024 | Nov 5, 2024 | 15d | – | – | |
| US Treasury Bill Due 02/04/25Bond | Self | Buy | $15K–$50K | Oct 15, 2024 | Nov 5, 2024 | 21d | – | – | |
| US Treasury Bill Due 04/10/25Bond | Self | Buy | $15K–$50K | Oct 15, 2024 | Nov 5, 2024 | 21d | – | – | |
| Target Corp 2.35%30Bond | Spouse | Buy | $15K–$50K | Sep 26, 2024 | Oct 8, 2024 | 12d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Earl Blumenauer (D-OR-3), a former Democratic member of the House, has disclosed 536 trades since 2013: 369 purchases worth about $7.21M and 160 sales worth about $3.73M, in 114 stocks. Most traded: NWN, KR, PFE. As a portfolio, their stock holdings and trades returned +101.9% from Mar 2014, against +219.2% for the S&P 500. Trades took a median 23 days to be disclosed; 9 came late.
As a portfolio, their stock holdings and trades returned +101.9% from March 2014 to November 2026, against +219.2% for the S&P 500, with a largest fall of -40.3%. 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 23 days to be disclosed. 9 of 536 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.