Jefferson Shreve (R-IN-6), a current Republican member of the House, has disclosed 633 trades since 2015: 204 purchases worth about $140.65M and 427 sales worth about $52.30M, in 254 stocks. Most traded: AMAT, AMD, BLK. As a portfolio, their stock holdings and trades returned +232.5% from May 2015, against +257.1% for the S&P 500. Trades took a median 37 days to be disclosed; 2 came late.
Jefferson Shreve’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: +232.5%, against +257.1% for SPY; the largest fall on the way was -38.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jefferson Shreve | Nov 2025 | +23.5% | +10.1% | +13.5% | – | -12.0% | 1.33 | 0.89 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jefferson Shreve | Nov 2023 | +59.9% | +72.6% | -12.7% | +17.0% | -29.8% | 0.91 | 0.84 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jefferson Shreve | Nov 2021 | +17.3% | +61.1% | -43.8% | +3.3% | -34.2% | 0.25 | 0.94 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jefferson Shreve | Jan 2026 | +21.7% | +10.1% | +11.6% | – | -12.0% | 1.41 | 0.87 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jefferson Shreve | May 2015 | +232.5% | +257.1% | -24.7% | +11.0% | -38.8% | 0.58 | 0.94 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Technology | Closed | – | – | 4 | 1 | 3 | $750.00K | $1.20M | -17.4% | May 12, 2025 |
| NVDANvidia Corp | Technology | Closed | – | – | 5 | 2 | 3 | $207.50K | $1.00M | +34.1% | May 12, 2025 |
| AAPLApple Inc. | Technology | Closed | – | – | 4 | 2 | 2 | $207.50K | $925.00K | +27.6% | May 12, 2025 |
| AVGOBroadcom Inc. | Technology | Closed | – | – | 4 | 2 | 2 | $207.50K | $207.50K | +30.5% | May 12, 2025 |
| INTUIntuit Inc. | Technology | Closed | – | – | 3 | 1 | 2 | $175.00K | $207.50K | -85.8% | May 12, 2025 |
| METAMeta Platforms, Inc. | Technology | Closed | – | – | 3 | 0 | 3 | $0.00 | $382.50K | – | May 12, 2025 |
| BLKBlackRock, Inc. | Financial Services | Closed | – | – | 5 | 2 | 3 | $150.00K | $225.00K | -8.8% | May 12, 2025 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $375.00K | – | May 12, 2025 |
| ECLEcolab Inc. | Industrials | Closed | – | – | 2 | 1 | 1 | $175.00K | $175.00K | -15.2% | May 8, 2025 |
| TXNTexas Instruments Inc | Technology | Closed | – | – | 5 | 3 | 2 | $140.00K | $207.50K | +39.4% | May 12, 2025 |
| AMATApplied Materials Inc /De | Technology | Closed | – | – | 5 | 3 | 2 | $140.00K | $150.00K | +120.2% | May 12, 2025 |
| AMDAdvanced Micro Devices Inc | Technology | Closed | – | – | 5 | 3 | 2 | $140.00K | $150.00K | +325.3% | May 12, 2025 |
| IDXXIdexx Laboratories Inc /De | Healthcare | Closed | – | – | 3 | 2 | 1 | $107.50K | $175.00K | +28.5% | May 12, 2025 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 4 | 2 | 2 | $150.00K | $107.50K | +23.6% | May 12, 2025 |
| CGCarlyle Group Inc. | Financial Services | Closed | – | – | 4 | 1 | 3 | $75.00K | $140.00K | -37.9% | May 12, 2025 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026Bond | Self | Buy | $5M–$25M | May 20, 2026 | Jun 6, 2026 | 17d | – | – | |
| Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026Bond | Self | Buy | $1M–$5M | May 20, 2026 | Jun 6, 2026 | 17d | – | – | |
| Brighthouse Buffered Annuity Russell 2000 Cap RateOther | Self | Sell | $5M–$25M | Feb 9, 2026 | Mar 14, 2026 | 33d | – | – | |
| Brighthouse Buffered Annuity S&P 500 Trigger RateOther | Self | Sell | $5M–$25M | Feb 9, 2026 | Mar 14, 2026 | 33d | – | – | |
| Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus IndexOther | Self | Buy | $1M–$5M | Feb 17, 2026 | Mar 14, 2026 | 25d | – | – | |
| Prudential RILA - 10% Buffer 3-year S&P 500 IndexOther | Self | Buy | $1M–$5M | Feb 17, 2026 | Mar 14, 2026 | 25d | – | – | |
| Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rateOther | Self | Buy | $1M–$5M | Feb 17, 2026 | Mar 14, 2026 | 25d | – | – | |
| JP Morgan 3-year auto callable buffer noteBond | Self | Buy | $5M–$25M | Dec 30, 2025 | Jan 2, 2026 | 3d | – | – | |
| JP Morgan 3-year one-time callable barrier noteBond | Self | Buy | $5M–$25M | Dec 30, 2025 | Jan 2, 2026 | 3d | – | – | |
| Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus IndexOther | Self | Buy | $5M–$25M | Dec 29, 2025 | Jan 1, 2026 | 3d | – | – | |
| Prudential RILA - 10% Buffer 3-year S&P 500 IndexOther | Self | Buy | $5M–$25M | Dec 29, 2025 | Dec 31, 2025 | 2d | – | – | |
| Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rateOther | Self | Buy | $5M–$25M | Dec 29, 2025 | Dec 30, 2025 | 1d | – | – | |
| Bank of Montreal 13-Month Digital Buffer NoteBond | Self | Buy | $5M–$25M | Nov 13, 2025 | Dec 14, 2025 | 31d | – | – | |
| JP Morgan 5 year Barrier Note INDU/NDX/RTYBond | Self | Buy | $5M–$25M | Nov 13, 2025 | Dec 14, 2025 | 31d | – | – | |
| MMM3M Company Common Stock | Self | Sell | $15K–$50K | May 12, 2025 | Jun 22, 2025 | 41d | +18.7% | -10.4% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Jefferson Shreve (R-IN-6), a current Republican member of the House, has disclosed 633 trades since 2015: 204 purchases worth about $140.65M and 427 sales worth about $52.30M, in 254 stocks. Most traded: AMAT, AMD, BLK. As a portfolio, their stock holdings and trades returned +232.5% from May 2015, against +257.1% for the S&P 500. Trades took a median 37 days to be disclosed; 2 came late.
None of the stocks Jefferson Shreve disclosed is still held in their latest annual report and the trades on file since.
As a portfolio, their stock holdings and trades returned +232.5% from May 2015 to November 2026, against +257.1% 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 37 days to be disclosed. 2 of 633 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.