Grace Meng (D-NY-6), a current Democratic member of the House, has disclosed 24 trades since 2014: 17 purchases worth about $136.01K and 6 sales worth about $97.00K, in 11 stocks. Most traded: TISBX, QCGLIX, QCSTIX. As a portfolio, their stock holdings and trades returned +203.5% from May 2014, against +301.4% for the S&P 500. Trades took a median 157 days to be disclosed; 23 came late.
Grace Meng’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2014: +203.5%, against +301.4% for SPY; the largest fall on the way was -35.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Grace Meng | Nov 2025 | +80.1% | +10.1% | +70.0% | – | -12.8% | 2.13 | 1.12 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Grace Meng | Nov 2023 | +123.4% | +72.6% | +50.8% | +30.9% | -22.7% | 1.33 | 0.64 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Grace Meng | Nov 2021 | +86.6% | +61.1% | +25.6% | +13.3% | -29.6% | 0.72 | 0.69 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Grace Meng | Jan 2026 | +75.8% | +10.1% | +65.8% | – | -12.8% | 2.33 | 1.10 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Grace Meng | May 2014 | +203.5% | +301.4% | -97.9% | +9.3% | -35.3% | 0.57 | 0.84 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LHXL3Harris Technologies, Inc. /De/ | Industrials | $7.81K | 11.3% | -2.4% | 1 | 0 | 0 | $0.00 | $0.00 | – | Jul 1, 2019 |
| TISBXTIAA-CREF Small-Cap Blend Index Fund - Institutional Class | – | Closed | – | – | 4 | 3 | 1 | $24.00K | $8.00K | -196.8% | Dec 11, 2015 |
| QCGLIXCREF Global Equities R3 | – | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | – | Dec 11, 2015 |
| QCSTIXCREF Stock R3 | – | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | – | Dec 11, 2015 |
| QREARXTIAA Real Estate | – | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | – | Dec 11, 2015 |
| TCIEXTIAA-CREF International Equity Index Fund - Institutional Class | – | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | -188.0% | Dec 12, 2015 |
| TCOIXTIAA-CREF Lifecycle 2040 Fund | – | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Dec 11, 2015 |
| TILVXTIAA-CREF Large-Cap Value Index FUnd-InStitUtiOnal Class | – | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | -148.5% | Dec 11, 2015 |
| TIMVXTIAA-CREF Mid-Cap Value Fund - Institutional Class | – | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | -267.5% | Dec 11, 2015 |
| QCGRIXCREF Growth R3 | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | – | Dec 11, 2015 |
| XLSExelis Inc. | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | – | Jan 8, 2014 |
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.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| LHXL3Harris Technologies, Inc. | Spouse | Exchange | $1K–$15K | Jul 1, 2019 | Aug 11, 2020 | 407d late | +56.5% | -97.9% | |
| QCGLIXCREF Global Equities R3 | Spouse | Buy | $1K–$15K | Dec 11, 2015 | May 16, 2016 | 157d late | – | – | |
| TILVXTIAA-CREF Large-Cap Value Index Fund - Institutional Class | Spouse | Buy | $1K–$15K | Dec 11, 2015 | May 16, 2016 | 157d late | +124.1% | -148.5% | |
| TILVXTIAA-CREF Large-Cap Value Index FUnd-InStitUtiOnal Class | Spouse | Buy | $1K–$15K | Dec 11, 2015 | May 16, 2016 | 157d late | +124.1% | -148.5% | |
| TCOIXTIAA-CREF Lifecycle 2040 Fund | Spouse | Sell | $1K–$15K | Feb 20, 2015 | May 16, 2016 | 451d late | +16.2% | -239.8% | |
| TCOIXTIAA-CREF Lifecycle 2040 Fund | Spouse | Sell | $1K–$15K | Dec 11, 2015 | May 16, 2016 | 157d late | +22.4% | -250.1% | |
| TIMVXTIAA-CREF Mid-Cap Value Fund - Institutional Class | Spouse | Buy | $1K–$15K | Dec 11, 2015 | May 16, 2016 | 157d late | +5.1% | -267.5% | |
| TIMVXTIAA-CREF Mid-Cap Value Fund - Institutional Class | Spouse | Buy | $1K–$15K | Dec 11, 2015 | May 16, 2016 | 157d late | +5.1% | -267.5% | |
| TIAA-CREF Retirement Annuity - TIAA Real EstateOther | Spouse | Sell | $15K–$50K | Dec 11, 2015 | May 16, 2016 | 157d late | – | – | |
| TIAA-CREF Retirement Annuity - TIAA Real EstateOther | Spouse | Sell | $1K–$15K | Dec 11, 2015 | May 16, 2016 | 157d late | – | – | |
| TISBXTIAA-CREF Small-Cap Blend Index Fund - Institutional Class | Spouse | Buy | $1K–$15K | Dec 11, 2015 | May 16, 2016 | 157d late | +78.2% | -194.4% | |
| TISBXTIAA-CREF Small-Cap Blend Index Fund - Institutional Class | Spouse | Buy | $1K–$15K | Feb 20, 2015 | May 16, 2016 | 451d late | +54.4% | -201.6% | |
| QCGLIXCREF Global Equities R3 | Spouse | Buy | $1K–$15K | Dec 11, 2015 | May 16, 2016 | 157d late | – | – | |
| TISBXTIAA-CREF Small-Cap Blend Index Fund - Institutional Class | Spouse | Buy | $1K–$15K | Dec 11, 2015 | May 16, 2016 | 157d late | +78.2% | -194.4% | |
| TISBXTIAA-CREF Small-Cap Blend Index Fund - Institutional Class | Spouse | Sell | $1K–$15K | Dec 11, 2015 | May 16, 2016 | 157d late | +78.2% | -194.4% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Grace Meng (D-NY-6), a current Democratic member of the House, has disclosed 24 trades since 2014: 17 purchases worth about $136.01K and 6 sales worth about $97.00K, in 11 stocks. Most traded: TISBX, QCGLIX, QCSTIX. As a portfolio, their stock holdings and trades returned +203.5% from May 2014, against +301.4% for the S&P 500. Trades took a median 157 days to be disclosed; 23 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Grace Meng still holds 1 stock; the largest are LHX (about $7.81K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +203.5% from May 2014 to November 2026, against +301.4% for the S&P 500, with a largest fall of -35.3%. 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 157 days to be disclosed. 23 of 24 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.