Garret Graves (R-LA-6), a former Republican member of the House, has disclosed 13 trades since 2017: 8 purchases worth about $64.00K and 5 sales worth about $40.00K, in 11 stocks. Most traded: ABNB, COIN, AMZN. As a portfolio, their stock holdings and trades returned +68.9% from Aug 2016, against +170.7% for the S&P 500. Trades took a median 5 days to be disclosed; 0 came late.
Garret Graves’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since August 2016: +68.9%, against +170.7% for SPY; the largest fall on the way was -42.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Garret Graves | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Garret Graves | Nov 2023 | +42.8% | +35.9% | +7.0% | +35.9% | -11.8% | 1.46 | 1.17 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Garret Graves | Nov 2021 | +11.2% | +26.8% | -15.5% | +3.4% | -42.2% | 0.26 | 1.09 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Garret Graves | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Garret Graves | Aug 2016 | +68.9% | +170.7% | -101.8% | +6.4% | -42.7% | 0.38 | 0.99 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABNBAirbnb, Inc. | Technology | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | -86.0% | Apr 13, 2021 |
| COINCoinbase Global, Inc. | Technology | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +3.1% | Jan 19, 2024 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -37.4% | Apr 12, 2021 |
| CCitigroup Inc | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 17, 2021 |
| CRNCCerence Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 29, 2020 |
| DDD3D Systems Corp | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 27, 2021 |
| GOLDGold.com, Inc. | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +107.5% | Dec 28, 2020 |
| JSMDJanus Henderson Small/Mid Cap Growth Alpha ETF | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -48.2% | Sep 5, 2017 |
| JSMLJanus Henderson Small Cap Growth Alpha ETF | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -46.9% | Sep 5, 2017 |
| NUANNuance Communications, Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 29, 2020 |
| PSTHPershing Square Tontine Holdings, Ltd. | Financial Services | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | – | Dec 29, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| COINCoinbase Global, Inc. - Class A Common Stock | Self | Sell | $1K–$15K | Jan 19, 2024 | Feb 15, 2024 | 27d | +10.5% | -45.4% | |
| COINCoinbase Global, Inc. - Class A | Self | Buy | $1K–$15K | Sep 30, 2022 | Oct 18, 2022 | 18d | +113.7% | +3.1% | |
| ABNBAirbnb, Inc. - Class A | Self | Buy | $1K–$15K | Apr 13, 2021 | Apr 15, 2021 | 2d | -3.8% | -86.0% | |
| ABNBAirbnb, Inc. - Class A | Self | Buy | $1K–$15K | Apr 13, 2021 | Apr 15, 2021 | 2d | -3.8% | -86.0% | |
| AMZNAmazon.com, Inc. | Self | Buy | $1K–$15K | Apr 12, 2021 | Apr 15, 2021 | 3d | +45.4% | -37.4% | |
| CCitigroup, Inc. | Self | Sell | $1K–$15K | Feb 17, 2021 | Feb 22, 2021 | 5d | +90.1% | -1.6% | |
| DDD3D Systems Corporation | Self | Sell | $1K–$15K | Jan 27, 2021 | Jan 28, 2021 | 1d | -93.7% | -194.6% | |
| GOLDBarrick Gold Corporation Common Stock | Self | Buy | $1K–$15K | Dec 28, 2020 | Jan 28, 2021 | 31d | +209.6% | +107.5% | |
| PSTHPershing Square Tontine Holdings, Ltd. Class A | Self | Buy | $1K–$15K | Dec 29, 2020 | Jan 28, 2021 | 30d | – | – | |
| CRNCCerence Inc. | Self | Sell | $1K–$15K | Jun 29, 2020 | Jun 29, 2020 | 0d | -79.2% | -226.3% | |
| NUANNuance Communications, Inc. | Self | Sell | $1K–$15K | Jun 29, 2020 | Jun 29, 2020 | 0d | – | – | |
| JSMLJanus Henderson Small Cap Growth Alpha ETFETF | Self | Buy | $1K–$15K | Sep 5, 2017 | Oct 4, 2017 | 29d | +158.8% | -46.9% | |
| JSMDJanus Henderson SmaLL/Mid Cap Growth Alpha ETFETF | Self | Buy | $1K–$15K | Sep 5, 2017 | Oct 4, 2017 | 29d | +157.4% | -48.2% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Garret Graves (R-LA-6), a former Republican member of the House, has disclosed 13 trades since 2017: 8 purchases worth about $64.00K and 5 sales worth about $40.00K, in 11 stocks. Most traded: ABNB, COIN, AMZN. As a portfolio, their stock holdings and trades returned +68.9% from Aug 2016, against +170.7% for the S&P 500. Trades took a median 5 days to be disclosed; 0 came late.
As a portfolio, their stock holdings and trades returned +68.9% from August 2016 to November 2026, against +170.7% for the S&P 500, with a largest fall of -42.7%. 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 5 days to be disclosed. 0 of 13 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.