Ed Perlmutter (D-CO-7), a former Democratic member of the House, has disclosed 91 trades since 2016: 44 purchases worth about $352.02K and 47 sales worth about $474.02K, in 29 stocks. Most traded: AAPL, AMZN, COST. As a portfolio, their stock holdings and trades returned +42.8% from Aug 2014, against +98.3% for the S&P 500. Trades took a median 45 days to be disclosed; 43 came late.
Ed Perlmutter’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since August 2014: +42.8%, against +98.3% for SPY; the largest fall on the way was -50.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Perlmutter | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Perlmutter | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Perlmutter | Nov 2021 | -44.2% | -18.4% | -25.7% | -39.4% | -50.1% | -1.52 | 0.97 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Perlmutter | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Perlmutter | Aug 2014 | +42.8% | +98.3% | -55.6% | +4.3% | -50.1% | 0.30 | 1.08 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| USBUs Bancorp De | Financial Services | Closed | – | – | 4 | 0 | 4 | $0.00 | $81.00K | – | Jun 10, 2020 |
| AAPLApple Inc. | Technology | Closed | – | – | 9 | 4 | 5 | $32.00K | $40.00K | +330.4% | Nov 10, 2022 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 7 | 4 | 3 | $32.00K | $24.00K | +11.2% | Nov 10, 2022 |
| SWKStanley Black & Decker, Inc. | Industrials | Closed | – | – | 3 | 0 | 3 | $0.00 | $48.50K | – | Jun 10, 2020 |
| COSTCostco Wholesale Corp /New | Consumer Staples | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | +34.4% | Nov 10, 2022 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 5 | 2 | 3 | $16.00K | $24.00K | +22.1% | May 13, 2022 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 5 | 3 | 2 | $24.00K | $16.00K | -202.0% | May 13, 2022 |
| MOAltria Group, Inc. | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Feb 14, 2019 |
| BABAAlibaba Group Holding Ltd | Technology | Closed | – | – | 4 | 2 | 2 | $16.00K | $16.00K | -156.5% | Jul 7, 2021 |
| BRK-BBerkshire Hathaway Inc | Financial Services | Closed | – | – | 4 | 2 | 2 | $16.00K | $16.00K | +30.1% | Dec 21, 2021 |
| FFord Motor Co | Consumer Discretionary | Closed | – | – | 4 | 2 | 2 | $16.00K | $16.00K | -96.5% | May 20, 2022 |
| GOOGAlphabet Inc. | Technology | Closed | – | – | 4 | 2 | 2 | $16.00K | $16.00K | +120.3% | Jul 7, 2021 |
| KRKroger Co | Consumer Staples | Closed | – | – | 4 | 3 | 1 | $24.00K | $8.00K | -12.3% | Jul 19, 2022 |
| CHPTChargePoint Holdings, Inc. | Industrials | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | -187.5% | Nov 10, 2022 |
| METAMeta Platforms, Inc. | Technology | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | +67.0% | Apr 22, 2020 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMZNAmazon.com, Inc. | Spouse | Buy | $1K–$15K | Nov 10, 2022 | Dec 19, 2022 | 39d | +154.2% | +63.6% | |
| AAPLApple Inc. | Spouse | Buy | $1K–$15K | Nov 10, 2022 | Dec 19, 2022 | 39d | +130.4% | +39.8% | |
| CHPTChargePoint Holdings, Inc. | Spouse | Buy | $1K–$15K | Nov 10, 2022 | Dec 19, 2022 | 39d | -96.0% | -186.6% | |
| CHPTChargePoint Holdings, Inc. | Spouse | Sell | $1K–$15K | Nov 1, 2022 | Dec 19, 2022 | 48d late | -96.5% | -192.1% | |
| COSTCostco Wholesale Corporation | Spouse | Buy | $1K–$15K | Nov 10, 2022 | Dec 19, 2022 | 39d | +102.8% | +12.2% | |
| CHPTChargePoint Holdings, Inc. | Spouse | Buy | $1K–$15K | Sep 2, 2022 | Sep 26, 2022 | 24d | -96.6% | -188.3% | |
| KRKroger Company | Spouse | Buy | $1K–$15K | Jul 19, 2022 | Sep 26, 2022 | 69d late | +44.5% | -47.2% | |
| AMZNAmazon.com, Inc. | Spouse | Sell | $1K–$15K | May 13, 2022 | Jun 16, 2022 | 34d | +117.3% | +30.0% | |
| AAPLApple Inc. | Spouse | Sell | $1K–$15K | May 20, 2022 | Jun 16, 2022 | 27d | +145.9% | +52.8% | |
| AAPLApple Inc. | Spouse | Sell (Partial) | $1K–$15K | May 13, 2022 | Jun 16, 2022 | 34d | +130.0% | +42.7% | |
| FFord Motor Company | Spouse | Sell (Partial) | $1K–$15K | May 13, 2022 | Jun 16, 2022 | 34d | -6.7% | -93.9% | |
| FFord Motor Company | Spouse | Sell | $1K–$15K | May 20, 2022 | Jun 16, 2022 | 27d | +0.8% | -92.2% | |
| MSFTMicrosoft Corporation | Spouse | Sell (Partial) | $1K–$15K | May 13, 2022 | Jun 16, 2022 | 34d | +94.2% | +7.0% | |
| VZVerizon Communications Inc. | Spouse | Sell (Partial) | $1K–$15K | May 13, 2022 | Jun 16, 2022 | 34d | -6.4% | -93.7% | |
| COSTCostco Wholesale Corporation | Spouse | Sell (Partial) | $1K–$15K | Apr 22, 2022 | May 10, 2022 | 18d | +82.0% | +5.5% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Ed Perlmutter (D-CO-7), a former Democratic member of the House, has disclosed 91 trades since 2016: 44 purchases worth about $352.02K and 47 sales worth about $474.02K, in 29 stocks. Most traded: AAPL, AMZN, COST. As a portfolio, their stock holdings and trades returned +42.8% from Aug 2014, against +98.3% for the S&P 500. Trades took a median 45 days to be disclosed; 43 came late.
As a portfolio, their stock holdings and trades returned +42.8% from August 2014 to November 2026, against +98.3% for the S&P 500, with a largest fall of -50.1%. 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 45 days to be disclosed. 43 of 91 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.