John A. Yarmuth (D-KY-3), a former Democratic member of the House, has disclosed 391 trades since 2013: 184 purchases worth about $1.57M and 207 sales worth about $4.38M, in 142 stocks. Most traded: AFAM, BA, C. As a portfolio, their stock holdings and trades returned +87.5% from Jun 2014, against +95.5% for the S&P 500. Trades took a median 42 days to be disclosed; 138 came late.
John A. Yarmuth’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since June 2014: +87.5%, against +95.5% for SPY; the largest fall on the way was -33.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John A. Yarmuth | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John A. Yarmuth | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John A. Yarmuth | Nov 2021 | -14.8% | -18.4% | +3.6% | -12.9% | -23.5% | -0.56 | 0.88 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John A. Yarmuth | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John A. Yarmuth | Jun 2014 | +87.5% | +95.5% | -8.0% | +7.6% | -33.7% | 0.50 | 0.96 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LHCGLHC Group, Inc | Healthcare | Closed | – | – | 6 | 0 | 6 | $0.00 | $1.45M | – | Jul 8, 2020 |
| AFAMALMOST FAMILY INC | – | Closed | – | – | 7 | 0 | 7 | $0.00 | $1.30M | – | Jun 12, 2017 |
| TAt&T Inc. | Communication Services | Closed | – | – | 4 | 2 | 2 | $16.00K | $40.50K | -307.8% | Oct 22, 2021 |
| BABoeing Co | Industrials | Closed | – | – | 7 | 3 | 4 | $24.00K | $32.00K | -229.5% | Mar 31, 2020 |
| CCitigroup Inc | Financial Services | Closed | – | – | 7 | 4 | 3 | $32.00K | $24.00K | -78.4% | May 29, 2020 |
| AMGNAmgen Inc | Healthcare | Closed | – | – | 6 | 2 | 4 | $16.00K | $32.00K | -64.1% | May 29, 2020 |
| BACBank Of America Corp /De/ | Financial Services | Closed | – | – | 6 | 4 | 2 | $32.00K | $16.00K | -61.8% | Mar 5, 2021 |
| CMCSAComcast Corp | Communication Services | Closed | – | – | 6 | 2 | 4 | $16.00K | $32.00K | -237.3% | Mar 5, 2021 |
| CSCOCisco Systems, Inc. | Technology | Closed | – | – | 6 | 2 | 4 | $16.00K | $32.00K | +13.0% | Mar 5, 2021 |
| HONHoneywell International Inc | Industrials | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | -136.4% | Mar 5, 2021 |
| JPMJpmorgan Chase & Co | Financial Services | Closed | – | – | 6 | 2 | 4 | $16.00K | $32.00K | +165.2% | Mar 5, 2021 |
| MOAltria Group, Inc. | Consumer Staples | Closed | – | – | 6 | 2 | 4 | $16.00K | $32.00K | -137.7% | Mar 24, 2020 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | -213.6% | Mar 5, 2021 |
| HDHome Depot, Inc. | Consumer Discretionary | Closed | – | – | 5 | 2 | 3 | $16.00K | $24.00K | -29.5% | Sep 22, 2021 |
| LOWLowes Companies Inc | Consumer Discretionary | Closed | – | – | 5 | 2 | 3 | $16.00K | $24.00K | -32.9% | Sep 23, 2021 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MMM3M Company | Self | Buy | $1K–$15K | Sep 23, 2021 | Nov 4, 2021 | 42d | +17.5% | -52.2% | |
| NOCNorthrop Grumman Corporation | Self | Buy | $1K–$15K | Sep 23, 2021 | Nov 4, 2021 | 42d | +58.3% | -11.4% | |
| PGProcter & Gamble Company | Self | Sell (Partial) | $1K–$15K | Sep 23, 2021 | Nov 4, 2021 | 42d | +13.5% | -56.3% | |
| SYYSysco Corporation | Self | Buy | $15K–$50K | Sep 23, 2021 | Nov 4, 2021 | 42d | +2.4% | -67.3% | |
| TMOThermo Fisher Scientific Inc | Self | Sell (Partial) | $1K–$15K | Sep 22, 2021 | Nov 4, 2021 | 43d | +12.5% | -59.2% | |
| TMOThermo Fisher Scientific Inc | Self | Sell (Partial) | $1K–$15K | Sep 23, 2021 | Nov 4, 2021 | 42d | +12.3% | -57.5% | |
| TAT&T Inc. | Self | Sell (Partial) | $15K–$50K | Oct 22, 2021 | Nov 4, 2021 | 13d | +11.4% | -54.6% | |
| BMYBristoL-Myers Squibb Company | Self | Buy | $1K–$15K | Sep 22, 2021 | Nov 4, 2021 | 43d | +4.8% | -67.0% | |
| BMYBristoL-Myers Squibb Company | Self | Buy | $1K–$15K | Sep 23, 2021 | Nov 4, 2021 | 42d | +4.0% | -65.8% | |
| AVGOBroadcom Inc. | Self | Sell | $1K–$15K | Sep 23, 2021 | Nov 4, 2021 | 42d | +539.0% | +469.2% | |
| FDXFedEx Corporation | Self | Buy | $1K–$15K | Sep 23, 2021 | Nov 4, 2021 | 42d | +72.6% | +2.9% | |
| GDGeneral Dynamics Corporation | Self | Buy | $1K–$15K | Sep 23, 2021 | Nov 4, 2021 | 42d | +89.9% | +20.1% | |
| HDHome Depot, Inc. | Self | Sell (Partial) | $1K–$15K | Sep 22, 2021 | Nov 4, 2021 | 43d | +1.5% | -70.2% | |
| LOWLowe's Companies, Inc. | Self | Sell (Partial) | $1K–$15K | Sep 23, 2021 | Nov 4, 2021 | 42d | +4.9% | -64.8% | |
| MOAltria Group, Inc. | Self | Buy | $1K–$15K | Mar 24, 2020 | Aug 11, 2021 | 505d late | +138.4% | -71.0% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
John A. Yarmuth (D-KY-3), a former Democratic member of the House, has disclosed 391 trades since 2013: 184 purchases worth about $1.57M and 207 sales worth about $4.38M, in 142 stocks. Most traded: AFAM, BA, C. As a portfolio, their stock holdings and trades returned +87.5% from Jun 2014, against +95.5% for the S&P 500. Trades took a median 42 days to be disclosed; 138 came late.
As a portfolio, their stock holdings and trades returned +87.5% from June 2014 to November 2026, against +95.5% for the S&P 500, with a largest fall of -33.7%. 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 42 days to be disclosed. 138 of 391 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.