Harold Rogers (R-KY-5), a current Republican member of the House, has disclosed 487 trades since 2013: 180 purchases worth about $1.48M and 304 sales worth about $2.38M, in 200 stocks. Most traded: BKNG, WSM, AAPL. As a portfolio, their stock holdings and trades returned +187.7% from Dec 2013, against +322.2% for the S&P 500. Trades took a median 28 days to be disclosed; 14 came late.
Harold Rogers’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since December 2013: +187.7%, against +322.2% for SPY; the largest fall on the way was -34.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Harold Rogers | Nov 2025 | +8.1% | +10.1% | -1.9% | – | -8.0% | 0.75 | 0.53 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Harold Rogers | Nov 2023 | +44.7% | +72.6% | -28.0% | +13.1% | -14.6% | 1.02 | 0.69 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Harold Rogers | Nov 2021 | +28.9% | +61.1% | -32.2% | +5.2% | -23.6% | 0.40 | 0.82 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Harold Rogers | Jan 2026 | +7.7% | +10.1% | -2.4% | – | -8.0% | 0.84 | 0.50 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Harold Rogers | Dec 2013 | +187.7% | +322.2% | -134.6% | +8.5% | -34.8% | 0.57 | 0.92 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MPCMarathon Petroleum Corp | Energy | $74.56K | 6.1% | +832.0% | 1 | 1 | 0 | $8.00K | $0.00 | +563.7% | Nov 14, 2014 |
| COSTCostco Wholesale Corp /New | Consumer Staples | $72.01K | 5.9% | +800.1% | 1 | 1 | 0 | $8.00K | $0.00 | +500.1% | May 16, 2014 |
| WORWorthington Enterprises, Inc. | Industrials | $59.69K | 4.9% | +273.0% | 2 | 2 | 0 | $16.00K | $0.00 | +4.7% | Apr 30, 2015 |
| CTASCintas Corp | Industrials | $54.00K | 4.4% | +575.0% | 1 | 1 | 0 | $8.00K | $0.00 | +366.7% | Aug 24, 2017 |
| SYKStryker Corp | Healthcare | $52.85K | 4.3% | +230.3% | 2 | 2 | 0 | $16.00K | $0.00 | -54.1% | May 3, 2016 |
| AMZNAmazon Com Inc | Consumer Discretionary | $47.50K | 3.9% | +493.7% | 1 | 1 | 0 | $8.00K | $0.00 | +268.9% | Feb 10, 2017 |
| NVRNvr Inc | Consumer Discretionary | $47.46K | 3.9% | +398.2% | 3 | 2 | 1 | $16.00K | $8.00K | +132.7% | Feb 8, 2016 |
| METAMeta Platforms, Inc. | Technology | $46.91K | 3.9% | +486.4% | 2 | 1 | 1 | $8.00K | $8.00K | +194.8% | Feb 18, 2016 |
| PGRProgressive Corp/Oh/ | Financial Services | $46.56K | 3.8% | +481.9% | 1 | 1 | 0 | $8.00K | $0.00 | +267.7% | May 11, 2017 |
| TMOThermo Fisher Scientific Inc. | Healthcare | $41.20K | 3.4% | +415.0% | 1 | 1 | 0 | $8.00K | $0.00 | +149.2% | Dec 3, 2015 |
| EXPDExpeditors International Of Washington Inc | Industrials | $36.82K | 3.0% | +360.2% | 1 | 1 | 0 | $8.00K | $0.00 | +45.9% | Dec 20, 2013 |
| CCJCameco Corp | Energy | $33.39K | 2.7% | +317.3% | 3 | 2 | 1 | $16.00K | $8.00K | +10.4% | Apr 30, 2015 |
| HDHome Depot, Inc. | Consumer Discretionary | $33.06K | 2.7% | +313.2% | 1 | 1 | 0 | $8.00K | $0.00 | +13.7% | Mar 7, 2014 |
| ROKRockwell Automation, Inc | Industrials | $32.86K | 2.7% | +310.7% | 1 | 1 | 0 | $8.00K | $0.00 | +38.7% | Mar 15, 2016 |
| GILDGilead Sciences, Inc. | Healthcare | $32.02K | 2.6% | +100.1% | 2 | 2 | 0 | $16.00K | $0.00 | -183.5% | Jul 11, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Redeemed Electronic ArtsOther | Self | Sell | $1K–$15K | Aug 5, 2026 | Sep 23, 2026 | 49d late | – | – | |
| 2016A 5 000 Due 6/15/33 Full CallOther | Self | Sell | – | Jun 15, 2026 | Jul 14, 2026 | 29d | – | – | |
| Buy St StrOther | Self | Exchange | $1K–$15K | Mar 31, 2026 | May 8, 2026 | 38d | – | – | |
| Sell AT&T Inc @ 25.51Other | Self | Sell | $1K–$15K | Nov 24, 2025 | Dec 11, 2025 | 17d | – | – | |
| Sell Vng Growth Index @ 473.42Other | Self | Sell | $1K–$15K | Sep 26, 2025 | Oct 16, 2025 | 20d | – | – | |
| Sell Bridge Builder Large Growth @ 28.08Other | Self | Sell | $1K–$15K | Sep 26, 2025 | Oct 16, 2025 | 20d | – | – | |
| Sell Ish Rsl 1000 @ 361.30Other | Self | Sell | $1K–$15K | Sep 26, 2025 | Oct 16, 2025 | 20d | – | – | |
| Sell Ish Core S&P 500 @ 661.15Other | Self | Sell | $1K–$15K | Sep 26, 2025 | Oct 16, 2025 | 20d | – | – | |
| Sell Bridge BuilderSm/Mid Value @ 15.13Other | Self | Sell | – | Sep 26, 2025 | Oct 16, 2025 | 20d | – | – | |
| Sell Bridge Builder Core Plus Bond @ 8.97Other | Self | Sell | – | Sep 26, 2025 | Oct 16, 2025 | 20d | – | – | |
| Sell Bridge Builder INTL Equity @ 15.12Other | Self | Sell | – | Sep 26, 2025 | Oct 16, 2025 | 20d | – | – | |
| Sell Blackrock High Yield K @ 7.25Other | Self | Sell | – | Sep 26, 2025 | Oct 16, 2025 | 20d | – | – | |
| Sell Grandeur Peak INTL Stalwarts I @ 17.76Other | Self | Sell | – | Sep 25, 2025 | Oct 16, 2025 | 21d | – | – | |
| Sell Vng Value Index @ 185.62 2Other | Self | Sell | $1K–$15K | Sep 26, 2025 | Oct 16, 2025 | 20d | – | – | |
| Sell Vng FTSE Dev Mkt @ 59.09Other | Self | Sell | $1K–$15K | Sep 26, 2025 | Oct 16, 2025 | 20d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Harold Rogers (R-KY-5), a current Republican member of the House, has disclosed 487 trades since 2013: 180 purchases worth about $1.48M and 304 sales worth about $2.38M, in 200 stocks. Most traded: BKNG, WSM, AAPL. As a portfolio, their stock holdings and trades returned +187.7% from Dec 2013, against +322.2% for the S&P 500. Trades took a median 28 days to be disclosed; 14 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Harold Rogers still holds 62 stocks; the largest are MPC (about $74.56K), COST (about $72.01K), WOR (about $59.69K), CTAS (about $54.00K), SYK (about $52.85K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +187.7% from December 2013 to November 2026, against +322.2% for the S&P 500, with a largest fall of -34.8%. 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 28 days to be disclosed. 14 of 487 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.