Greg Gianforte (R-MT), a former Republican member of the House, has disclosed 1,426 trades since 2017: 720 purchases worth about $58.86M and 706 sales worth about $53.55M, in 501 stocks. Most traded: AMN, IFNNY, RUSHA. As a portfolio, their stock holdings and trades returned +49.6% from Jul 2017, against +54.4% for the S&P 500. Trades took a median 20 days to be disclosed; 39 came late.
Greg Gianforte’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2017: +49.6%, against +54.4% for SPY; the largest fall on the way was -38.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Greg Gianforte | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Greg Gianforte | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Greg Gianforte | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Greg Gianforte | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Greg Gianforte | Jul 2017 | +49.6% | +54.4% | -4.7% | +12.2% | -38.8% | 0.61 | 1.01 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| IFNNYInfineon Technologies Ag | Technology | Closed | – | – | 13 | 7 | 6 | $1.08M | $850.00K | +4.8% | Dec 7, 2020 |
| IWNiShares Russell 2000 Value ETF | – | Closed | – | – | 4 | 2 | 2 | $758.00K | $1.13M | -27.5% | Dec 18, 2020 |
| HSBCHsbc Holdings Plc | Financial Services | Closed | – | – | 10 | 4 | 6 | $757.50K | $807.50K | -13.5% | Nov 13, 2020 |
| KMPRKEMPER Corp | Financial Services | Closed | – | – | 7 | 2 | 5 | $750.00K | $623.00K | -211.7% | Aug 11, 2020 |
| MSMMsc Industrial Direct Co Inc | Industrials | Closed | – | – | 7 | 4 | 3 | $815.00K | $558.00K | -109.0% | Jan 9, 2020 |
| VSATViasat Inc | Communication Services | Closed | – | – | 13 | 10 | 3 | $736.51K | $558.00K | -86.9% | Dec 18, 2020 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | Financial Services | Closed | – | – | 12 | 5 | 7 | $690.00K | $488.00K | +170.1% | Nov 13, 2020 |
| CXWCoreCivic, Inc. | Industrials | Closed | – | – | 9 | 4 | 5 | $500.00K | $675.00K | -88.4% | Jun 29, 2020 |
| AMNAmn Healthcare Services Inc | Industrials | Closed | – | – | 18 | 16 | 2 | $769.51K | $350.00K | -142.8% | Nov 9, 2020 |
| PEGAPegasystems Inc | Technology | Closed | – | – | 4 | 2 | 2 | $925.00K | $183.00K | -163.5% | Oct 13, 2020 |
| HHCHoward Hughes Corp | Real Estate | Closed | – | – | 8 | 5 | 3 | $641.00K | $425.00K | – | Dec 15, 2020 |
| CHLChina Mobile Limited | – | Closed | – | – | 6 | 3 | 3 | $525.00K | $525.00K | – | Dec 21, 2020 |
| AQUAEvoqua Water Technologies Corp. | Industrials | Closed | – | – | 11 | 8 | 3 | $687.50K | $325.00K | – | Feb 11, 2020 |
| AJRDAEROJET ROCKETDYNE HOLDINGS, INC. | Industrials | Closed | – | – | 4 | 0 | 4 | $0.00 | $1.01M | – | Aug 19, 2019 |
| LUMNLumen Technologies, Inc. | Communication Services | Closed | – | – | 6 | 3 | 3 | $582.50K | $425.00K | -252.7% | Sep 11, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| CHLChina Mobile Limited | Joint | Sell | $100K–$250K | Dec 21, 2020 | Dec 29, 2020 | 8d | – | – | |
| AFTERPAY LTD ADROther | Joint | Buy | $1K–$15K | Dec 1, 2020 | Dec 23, 2020 | 22d | – | – | |
| IWNiShares Russell 2000 Value ETFETF | Joint | Sell | $250K–$500K | Dec 18, 2020 | Dec 23, 2020 | 5d | +65.6% | -38.1% | |
| LOGILogitech International S.A. - Registered Shares | Joint | Buy | $15K–$50K | Dec 1, 2020 | Dec 23, 2020 | 22d | +7.2% | -98.3% | |
| NTDOYNintendo Co Ltd ADR | Joint | Buy | $1K–$15K | Dec 1, 2020 | Dec 23, 2020 | 22d | – | – | |
| DCMYYNTT DOCOMO INC SPON ADR | Joint | Sell | $15K–$50K | Dec 1, 2020 | Dec 23, 2020 | 22d | – | – | |
| OSWOneSpaWorlD Holdings Limited - Common Shares | Joint | Buy | $100K–$250K | Dec 15, 2020 | Dec 23, 2020 | 8d | +257.0% | +153.4% | |
| THRThermon Group Holdings, Inc. | Joint | Buy | $100K–$250K | Dec 15, 2020 | Dec 23, 2020 | 8d | – | – | |
| VSATViaSat, Inc. | Joint | Buy | $100K–$250K | Dec 18, 2020 | Dec 23, 2020 | 5d | +135.9% | +32.2% | |
| WIXWix.com Ltd. - Ordinary Shares | Joint | Buy | $1K–$15K | Dec 1, 2020 | Dec 23, 2020 | 22d | -70.0% | -175.5% | |
| WWWW International, Inc. | Joint | Buy | $100K–$250K | Dec 15, 2020 | Dec 23, 2020 | 8d | – | – | |
| AZNAstraZeneca PLC - American Depositary Shares | Joint | Buy | $1K–$15K | Dec 1, 2020 | Dec 23, 2020 | 22d | +76.1% | -29.4% | |
| CATMCardtronics plc | Joint | Sell | $1K–$15K | Dec 17, 2020 | Dec 23, 2020 | 6d | – | – | |
| CATMCardtronics plc | Joint | Sell | $1K–$15K | Dec 17, 2020 | Dec 23, 2020 | 6d | – | – | |
| DASTYDassault Systemes, S.A. American Depositary Shares | Joint | Buy | $50K–$100K | Dec 8, 2020 | Dec 23, 2020 | 15d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Greg Gianforte (R-MT), a former Republican member of the House, has disclosed 1,426 trades since 2017: 720 purchases worth about $58.86M and 706 sales worth about $53.55M, in 501 stocks. Most traded: AMN, IFNNY, RUSHA. As a portfolio, their stock holdings and trades returned +49.6% from Jul 2017, against +54.4% for the S&P 500. Trades took a median 20 days to be disclosed; 39 came late.
As a portfolio, their stock holdings and trades returned +49.6% from July 2017 to November 2026, against +54.4% for the S&P 500, with a largest fall of -38.8%. 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 20 days to be disclosed. 39 of 1,426 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.