Francis Rooney (R-FL-19), a former Republican member of the House, has disclosed 1,532 trades since 2015: 765 purchases worth about $22.43M and 766 sales worth about $24.22M, in 362 stocks. Most traded: BOKF, MO, OXY. As a portfolio, their stock holdings and trades returned +6.9% from Jan 2017, against +65.1% for the S&P 500. Trades took a median 13 days to be disclosed; 10 came late.
Francis Rooney’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: +6.9%, against +65.1% for SPY; the largest fall on the way was -42.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Francis Rooney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Francis Rooney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Francis Rooney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Francis Rooney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Francis Rooney | Jan 2017 | +6.9% | +65.1% | -58.3% | +1.7% | -42.3% | 0.19 | 0.96 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BOKFBok Financial Corp | Financial Services | Closed | – | – | 23 | 0 | 23 | $0.00 | $11.47M | – | Feb 25, 2019 |
| APDGXArtisan Global Value Fund Cl Adv | – | Closed | – | – | 10 | 9 | 1 | $723.00K | $375.00K | -112.5% | Mar 20, 2020 |
| BIALXBrown Advisory Global Leaders Fund Ci Inst | – | Closed | – | – | 6 | 6 | 0 | $765.00K | $0.00 | -71.9% | Mar 20, 2020 |
| CCMSXCardinal Small Cap Value Fund Cl Inst | – | Closed | – | – | 8 | 7 | 1 | $203.00K | $175.00K | -174.4% | Mar 19, 2020 |
| DXJWISDOM TREE JAPAN HEDGED EQUITY FUND | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $375.00K | – | Jan 13, 2017 |
| IEFAiShares Core MSCI EAFE ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $375.00K | – | Mar 12, 2020 |
| KBEState Street® SPDR® S&P® Bank ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $375.00K | – | Jan 31, 2018 |
| MOAltria Group, Inc. | Consumer Staples | Closed | – | – | 14 | 8 | 6 | $64.00K | $115.00K | -177.4% | Aug 12, 2020 |
| EPDEnterprise Products Partners L.P. | Energy | Closed | – | – | 4 | 4 | 0 | $148.00K | $0.00 | -165.8% | Mar 1, 2018 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 11 | 3 | 8 | $24.00K | $113.00K | +372.6% | Sep 10, 2020 |
| GDGeneral Dynamics Corp | Industrials | Closed | – | – | 8 | 5 | 3 | $40.00K | $91.00K | -66.3% | Oct 30, 2020 |
| PAAPlains All American Pipeline Lp | Energy | Closed | – | – | 4 | 4 | 0 | $123.50K | $0.00 | -200.6% | Mar 1, 2018 |
| KMIKinder Morgan, Inc. | Energy | Closed | – | – | 9 | 5 | 4 | $64.50K | $56.50K | -113.0% | Aug 12, 2020 |
| WFCWells Fargo & Company/Mn | Financial Services | Closed | – | – | 9 | 4 | 5 | $32.00K | $89.00K | -158.5% | Mar 11, 2020 |
| MMPMagellan Midstream Partners Lp | – | Closed | – | – | 3 | 3 | 0 | $115.50K | $0.00 | – | Feb 1, 2018 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Due from Enengy Holdings, LLCOther | Self | Exchange | $1K–$15K | Dec 23, 2020 | Feb 3, 2021 | 42d | – | – | |
| Brown Advisory- Lynchburg VA Economic Dey Auth Hosp Ray-LOC B8T-VRDN Daily 0.1% DUE 01-01-2021Other | Self | Sell | $50K–$100K | Nov 23, 2020 | Dec 29, 2020 | 36d | – | – | |
| BlackRock Long Term Private Capital, SCSpOther | Self | Buy | $15K–$50K | Oct 14, 2020 | Dec 29, 2020 | 76d late | – | – | |
| Goldman Sachs - MARYLAND ST GO 5% 08/01/28 FAOther | Self | Buy | $1K–$15K | Dec 8, 2020 | Dec 29, 2020 | 21d | – | – | |
| Mongen Stanley - ALKEON GROWTH SER 2, 2.00Other | Self | Sell | $1K–$15K | Dec 16, 2020 | Dec 29, 2020 | 13d | – | – | |
| Brown Advisory - NU State GO 5% DUE 06-01-2028Other | Self | Buy | $50K–$100K | Nov 19, 2020 | Nov 25, 2020 | 6d | – | – | |
| Brown Advisory - Greensboro NC Enterprise Sys 5% DUE 06-01-2029Other | Self | Sell | $50K–$100K | Oct 29, 2020 | Nov 25, 2020 | 27d | – | – | |
| Brown Advtsory - Charlotte NC Airport 5% DUE 07-01-2049Other | Self | Buy | $50K–$100K | Oct 28, 2020 | Nov 25, 2020 | 28d | – | – | |
| GDBrown Advisory - General Dynamkcs Corp. | Self | Sell | $1K–$15K | Oct 30, 2020 | Nov 25, 2020 | 26d | +184.4% | +54.1% | |
| Brown Advisory- L9 Harris Technologles, inc.Other | Self | Buy | $1K–$15K | Oct 30, 2020 | Nov 25, 2020 | 26d | – | – | |
| REYNBrown Advisory- Reynolds Consumer Products Inc. | Self | Buy | $1K–$15K | Oct 30, 2020 | Nov 25, 2020 | 26d | -12.7% | -143.1% | |
| RTXBrown Advisory- Raytheon Technologies Corp. | Self | Sell | $1K–$15K | Oct 30, 2020 | Nov 25, 2020 | 26d | +273.4% | +143.1% | |
| SUBrown Advisory - Suncor Energy, Inc. | Self | Sell | $1K–$15K | Oct 26, 2020 | Nov 25, 2020 | 30d | +514.2% | +392.6% | |
| Brown Advisory - Eastport-South Manor NY Central School District GO 5% DUE 02-01-2024Other | Self | Buy | $50K–$100K | Sep 29, 2020 | Oct 29, 2020 | 30d | – | – | |
| Brown Advisory - KKR & Co., Inc. 6% PfdOther | Self | Buy | $1K–$15K | Sep 23, 2020 | Oct 29, 2020 | 36d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Francis Rooney (R-FL-19), a former Republican member of the House, has disclosed 1,532 trades since 2015: 765 purchases worth about $22.43M and 766 sales worth about $24.22M, in 362 stocks. Most traded: BOKF, MO, OXY. As a portfolio, their stock holdings and trades returned +6.9% from Jan 2017, against +65.1% for the S&P 500. Trades took a median 13 days to be disclosed; 10 came late.
As a portfolio, their stock holdings and trades returned +6.9% from January 2017 to November 2026, against +65.1% for the S&P 500, with a largest fall of -42.3%. 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 13 days to be disclosed. 10 of 1,532 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.