George Holding (R-NC-2), a former Republican member of the House, has disclosed 65 trades since 2014: 1 purchase worth about $32.50K and 62 sales worth about $1.27M, in 18 stocks. Most traded: PM, SLB, TRV. As a portfolio, their stock holdings and trades returned +117.2% from May 2015, against +75.4% for the S&P 500. Trades took a median 34 days to be disclosed; 18 came late.
George Holding’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2015: +117.2%, against +75.4% for SPY; the largest fall on the way was -44.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| George Holding | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| George Holding | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| George Holding | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| George Holding | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| George Holding | May 2015 | +117.2% | +75.4% | +41.8% | +14.8% | -44.8% | 0.62 | 1.04 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PMPhilip Morris International Inc. | Consumer Staples | Closed | – | – | 3 | 0 | 3 | $0.00 | $73.00K | – | Oct 22, 2020 |
| ARTQXARTISAN FDS INC MIDCAP VALUE INV-ARTQX | – | Closed | – | – | 2 | 0 | 2 | $0.00 | $65.00K | – | Feb 5, 2015 |
| SLBSlb Limited/Nv | Energy | Closed | – | – | 3 | 0 | 3 | $0.00 | $48.50K | – | Dec 1, 2018 |
| TRVTravelers Companies, Inc. | Financial Services | Closed | – | – | 3 | 0 | 3 | $0.00 | $48.50K | – | Jan 7, 2019 |
| JNJJohnson & Johnson | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Dec 3, 2019 |
| SHELShell plc | Energy | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Sep 12, 2017 |
| HAINXHARBOR FD INIL FD INSTL-HAINX | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Dec 8, 2014 |
| IBMInternational Business Machines Corp | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Aug 14, 2020 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Dec 10, 2014 |
| ABTAbbott Laboratories | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Sep 12, 2017 |
| BMYBristol Myers Squibb Co | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Aug 14, 2020 |
| CVXChevron Corp | Energy | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Aug 14, 2020 |
| PFEPfizer Inc | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Mar 2, 2020 |
| CMCSAComcast Corp | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 20, 2018 |
| KOCoca Cola Co | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Sep 12, 2019 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| TATTINC | Self | Sell | $1K–$15K | Oct 22, 2020 | Nov 19, 2020 | 28d | +0.4% | -117.9% | |
| PMPhilip Morlis Intrnational | Self | Sell | $15K–$50K | Oct 22, 2020 | Nov 19, 2020 | 28d | +178.2% | +59.9% | |
| Sterling Capital North Cardiaa Intermediale Tax-Free Fund-Other | – | Sell | $1K–$15K | Oct 21, 2020 | Nov 19, 2020 | 29d | – | – | |
| Sterling Capital Noth Carolina Intermediate Tax-Free Fund-Other | – | Sell | $15K–$50K | Oct 2, 2020 | Nov 19, 2020 | 48d late | – | – | |
| BMYBristol-MyersSquibb co | Self | Sell | $1K–$15K | Aug 14, 2020 | Oct 2, 2020 | 49d late | -0.2% | -123.5% | |
| CVXChevron Corp | Self | Sell | $1K–$15K | Aug 14, 2020 | Oct 2, 2020 | 49d late | +152.3% | +29.0% | |
| IBMINTL Business Machines Corp | Self | Sell | $15K–$50K | Aug 14, 2020 | Oct 2, 2020 | 49d late | +110.9% | -12.4% | |
| Sterling capital North caroling interrudiate tor Frce Fund CL inSTOther | Self | Sell | $1K–$15K | Jul 13, 2020 | Aug 21, 2020 | 39d | – | – | |
| Sterlingcapitainvartn caraling Intormediate rox-tree Fund CLINSTOther | Self | Sell | $1K–$15K | Jul 13, 2020 | Aug 21, 2020 | 39d | – | – | |
| PFEPfizer Inc | Self | Sell | $1K–$15K | Mar 2, 2020 | Mar 12, 2020 | 10d | -7.2% | -150.5% | |
| ProctortGamble co/ THEOther | Self | Sell | $1K–$15K | Mar 2, 2020 | Mar 12, 2020 | 10d | – | – | |
| MSFTMicrosoft Corp | Self | Sell | $15K–$50K | Dec 10, 2014 | Jan 15, 2020 | 1,862d late | +981.3% | +711.1% | |
| PFEPfizer INC | Self | Sell | $1K–$15K | Feb 18, 2019 | Jan 15, 2020 | 331d late | -23.7% | -194.8% | |
| JNJohnson4 Johnson | Self | Sell | $1K–$15K | Dec 3, 2019 | Dec 19, 2019 | 16d | +97.3% | -45.7% | |
| KOCoca-Cola CO/THE | Self | Sell | $1K–$15K | Sep 12, 2019 | Oct 30, 2019 | 48d late | +73.9% | -75.7% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
George Holding (R-NC-2), a former Republican member of the House, has disclosed 65 trades since 2014: 1 purchase worth about $32.50K and 62 sales worth about $1.27M, in 18 stocks. Most traded: PM, SLB, TRV. As a portfolio, their stock holdings and trades returned +117.2% from May 2015, against +75.4% for the S&P 500. Trades took a median 34 days to be disclosed; 18 came late.
As a portfolio, their stock holdings and trades returned +117.2% from May 2015 to November 2026, against +75.4% for the S&P 500, with a largest fall of -44.8%. 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 34 days to be disclosed. 18 of 65 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.