James B. Renacci (R-OH-16), a former Republican member of the House, has disclosed 5,442 trades since 2013: 2,888 purchases worth about $64.26M and 2,554 sales worth about $61.19M, in 624 stocks. Most traded: AAPL, ICE, BIIB. As a portfolio, their stock holdings and trades returned +74.3% from May 2013, against +54.3% for the S&P 500. Trades took a median 15 days to be disclosed; 135 came late.
James B. Renacci’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2013: +74.3%, against +54.3% for SPY; the largest fall on the way was -21.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| James B. Renacci | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| James B. Renacci | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| James B. Renacci | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| James B. Renacci | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| James B. Renacci | May 2013 | +74.3% | +54.3% | +20.0% | +10.3% | -21.8% | 0.66 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Technology | Closed | – | – | 55 | 19 | 36 | $225.51K | $1.09M | +910.4% | Nov 5, 2018 |
| BIIBBiogen Inc. | Healthcare | Closed | – | – | 47 | 27 | 20 | $481.01K | $447.51K | -293.9% | Nov 21, 2016 |
| GILDGilead Sciences, Inc. | Healthcare | Closed | – | – | 38 | 15 | 23 | $309.51K | $514.01K | -195.1% | Sep 1, 2017 |
| FCXFreeport-Mcmoran Inc | Basic Materials | Closed | – | – | 6 | 3 | 3 | $425.00K | $382.50K | -17.7% | Dec 12, 2018 |
| GLWCorning Inc /Ny | Basic Materials | Closed | – | – | 11 | 6 | 5 | $422.50K | $347.50K | +241.9% | Mar 21, 2018 |
| QCOMQualcomm Inc/De | Technology | Closed | – | – | 19 | 8 | 11 | $396.00K | $369.01K | -69.5% | Sep 14, 2018 |
| HALHalliburton Co | Energy | Closed | – | – | 32 | 15 | 17 | $360.51K | $394.51K | -325.7% | Dec 12, 2018 |
| BMYBristol Myers Squibb Co | Healthcare | Closed | – | – | 25 | 13 | 12 | $385.01K | $359.01K | -256.0% | Oct 26, 2018 |
| NEENextera Energy Inc | Utilities | Closed | – | – | 7 | 3 | 4 | $382.50K | $357.50K | -61.7% | May 10, 2018 |
| UNPUnion Pacific Corp | Industrials | Closed | – | – | 36 | 16 | 20 | $286.51K | $441.01K | -94.5% | Aug 20, 2018 |
| MSMorgan Stanley | Financial Services | Closed | – | – | 7 | 4 | 3 | $315.00K | $382.50K | +243.6% | Apr 3, 2018 |
| QRTEAQurate Retail Inc Com Ser | – | Closed | – | – | 6 | 5 | 1 | $305.00K | $375.00K | – | Dec 12, 2018 |
| ICEIntercontinental Exchange, Inc. | Financial Services | Closed | – | – | 51 | 28 | 23 | $346.51K | $331.01K | -4.2% | Oct 25, 2017 |
| AESAes Corp | Utilities | Closed | – | – | 9 | 6 | 3 | $380.00K | $282.50K | -211.2% | Aug 3, 2018 |
| AXPAmerican Express Co | Financial Services | Closed | – | – | 46 | 24 | 22 | $308.01K | $316.51K | -16.6% | Nov 11, 2016 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| VOLKSWAGEN AG UNSPONSRED ADS (GERMANY) (VWAPY)Other | Self | Buy | $1K–$15K | Dec 3, 2018 | Jan 2, 2019 | 30d | – | – | |
| ANIK(ANIK) ANIKA THERAPEUTICS INCORPORATED | Self | Sell | $15K–$50K | Dec 10, 2018 | Jan 2, 2019 | 23d | -38.9% | -223.7% | |
| AMERICAN SOFTWARE INCORPORATED CLASS A (AMSWA)Other | Self | Sell | $1K–$15K | Dec 10, 2018 | Jan 2, 2019 | 23d | – | – | |
| RE MAX HLDGS INCORPORATED CLASS A (RMAX)Other | Self | Sell | $15K–$50K | Dec 10, 2018 | Jan 2, 2019 | 23d | – | – | |
| HLIHOULIHAN LOKEY INCORPORATED CLASS A | Self | Sell | $15K–$50K | Dec 10, 2018 | Jan 2, 2019 | 23d | +263.8% | +79.0% | |
| CAKE(CAKE) CHEESECAKE FACTORY INCORPORATED | Self | Sell | $15K–$50K | Dec 10, 2018 | Jan 2, 2019 | 23d | +147.0% | -37.9% | |
| BOHBANK HAWAII CORPORATION | Self | Sell | $1K–$15K | Dec 10, 2018 | Jan 2, 2019 | 23d | -4.7% | -189.5% | |
| AZTABROOKS AUTOMATION INCORPORATED (BRKS) | Self | Sell | $15K–$50K | Dec 10, 2018 | Jan 2, 2019 | 23d | +33.0% | -151.8% | |
| CLBCORE LABORATORIES N V (NETHERLANDS) | Self | Sell | $15K–$50K | Dec 10, 2018 | Jan 2, 2019 | 23d | -86.0% | -270.9% | |
| FSNUYFRESENIUS SE & COMPANY KGAA SPONSORED ADR (GERMANY) | Self | Sell | $15K–$50K | Dec 11, 2018 | Jan 2, 2019 | 22d | – | – | |
| VOLKSWAGEN AG UNSPONSRED ADS (GERMANY) (VWAPY)Other | Self | Sell | $50K–$100K | Dec 12, 2018 | Jan 2, 2019 | 21d | – | – | |
| SAFRYSAFRAN S A SPON ADR (FRANCE) | Self | Buy | $15K–$50K | Dec 3, 2018 | Jan 2, 2019 | 30d | – | – | |
| NBISYANDEX N V SHS CLASS A (NETHERLANDS) (YNDX) | Self | Sell | $15K–$50K | Dec 12, 2018 | Jan 2, 2019 | 21d | – | – | |
| VIVHYVIVENDI SA ADR (FRANCE) | Self | Sell | $50K–$100K | Dec 12, 2018 | Jan 2, 2019 | 21d | – | – | |
| (UBSFY) UBISOFT ENTERTAINMENT SA ADR (FRANCE)Other | Self | Sell | $15K–$50K | Dec 12, 2018 | Jan 2, 2019 | 21d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
James B. Renacci (R-OH-16), a former Republican member of the House, has disclosed 5,442 trades since 2013: 2,888 purchases worth about $64.26M and 2,554 sales worth about $61.19M, in 624 stocks. Most traded: AAPL, ICE, BIIB. As a portfolio, their stock holdings and trades returned +74.3% from May 2013, against +54.3% for the S&P 500. Trades took a median 15 days to be disclosed; 135 came late.
As a portfolio, their stock holdings and trades returned +74.3% from May 2013 to November 2026, against +54.3% for the S&P 500, with a largest fall of -21.8%. 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 15 days to be disclosed. 135 of 5,442 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.