John B. Larson (D-CT-1), a current Democratic member of the House, has disclosed 213 trades since 2014: 69 purchases worth about $691.03K and 140 sales worth about $1.24M, in 57 stocks. Most traded: JPM, AAPL, FTV. As a portfolio, their stock holdings and trades returned +441.7% from Feb 2014, against +313.3% for the S&P 500. Trades took a median 20 days to be disclosed; 11 came late.
John B. Larson’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since February 2014: +441.7%, against +313.3% for SPY; the largest fall on the way was -32.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John B. Larson | Nov 2025 | +11.2% | +10.1% | +1.1% | – | -11.8% | 0.88 | 0.62 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John B. Larson | Nov 2023 | +56.4% | +72.6% | -16.2% | +16.1% | -20.0% | 1.06 | 0.84 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John B. Larson | Nov 2021 | +50.9% | +61.1% | -10.2% | +8.6% | -26.2% | 0.55 | 0.95 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John B. Larson | Jan 2026 | +11.8% | +10.1% | +1.7% | – | -11.8% | 1.05 | 0.62 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John B. Larson | Feb 2014 | +441.7% | +313.3% | +128.4% | +14.2% | -32.1% | 0.82 | 0.98 |
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 | $98.06K | 26.5% | +909.0% | 7 | 3 | 4 | $24.00K | $32.00K | +730.6% | Dec 18, 2019 |
| MSFTMicrosoft Corp | Technology | $76.64K | 20.7% | +971.5% | 5 | 2 | 3 | $16.00K | $24.00K | +705.4% | Dec 18, 2019 |
| DHRDanaher Corp /De/ | Healthcare | $45.32K | 12.2% | +329.8% | 6 | 3 | 3 | $24.00K | $24.00K | +35.5% | Dec 18, 2019 |
| COSTCostco Wholesale Corp /New | Consumer Staples | $44.60K | 12.1% | +814.0% | 2 | 1 | 1 | $8.00K | $8.00K | +496.1% | Dec 18, 2019 |
| GEGeneral Electric Co | Industrials | $38.92K | 10.5% | +142.3% | 4 | 3 | 1 | $24.00K | $8.00K | -108.6% | May 17, 2017 |
| SBUXStarbucks Corp | Consumer Discretionary | $19.40K | 5.2% | +135.7% | 6 | 3 | 3 | $24.00K | $24.00K | -113.6% | Dec 18, 2020 |
| CCitigroup Inc | Financial Services | $10.30K | 2.8% | +66.9% | 3 | 2 | 1 | $16.00K | $8.00K | -114.7% | Dec 6, 2018 |
| STZConstellation Brands, Inc. | Consumer Staples | $7.72K | 2.1% | -13.4% | 3 | 2 | 1 | $16.00K | $8.00K | -206.5% | Dec 18, 2019 |
| APHAmphenol Corp /De/ | Industrials | $6.63K | 1.8% | +584.1% | 5 | 1 | 4 | $8.00K | $32.00K | +416.3% | Dec 18, 2019 |
| CVSCVS HEALTH Corp | Healthcare | $6.55K | 1.8% | -18.1% | 1 | 1 | 0 | $8.00K | $0.00 | -278.5% | Aug 11, 2015 |
| MDLZMondelez International, Inc. | Consumer Staples | $4.32K | 1.2% | +62.4% | 6 | 3 | 3 | $24.00K | $24.00K | -170.3% | Dec 18, 2019 |
| ENBEnbridge Inc | Energy | $3.37K | 0.9% | +68.1% | 3 | 1 | 1 | $8.00K | $8.00K | -117.2% | Dec 18, 2019 |
| KMIKinder Morgan, Inc. | Energy | $2.45K | 0.7% | +87.6% | 4 | 2 | 2 | $16.00K | $16.00K | -104.7% | Dec 18, 2019 |
| ILMNIllumina, Inc. | Healthcare | $2.36K | 0.6% | +1.1% | 2 | 1 | 1 | $8.00K | $8.00K | -166.0% | Dec 18, 2019 |
| DISWalt Disney Co | Communication Services | $1.86K | 0.5% | +36.8% | 3 | 1 | 1 | $8.00K | $8.00K | -263.8% | Sep 25, 2017 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ADBEAdobe Inc. | Self | Sell | $1K–$15K | Dec 18, 2019 | Jan 31, 2020 | 44d | -22.5% | -157.8% | |
| DHRDanaher Corporation | Self | Sell | $1K–$15K | Dec 18, 2019 | Jan 31, 2020 | 44d | +71.5% | -63.9% | |
| ENBEnbridge Inc | Self | Sell | $1K–$15K | Dec 18, 2019 | Jan 31, 2020 | 44d | +25.9% | -109.4% | |
| FTVFortive Corporation | Self | Sell | $1K–$15K | Dec 18, 2019 | Jan 31, 2020 | 44d | +38.3% | -97.0% | |
| HDHome Depot, Inc. | Self | Sell | $1K–$15K | Dec 18, 2019 | Jan 31, 2020 | 44d | +56.5% | -78.9% | |
| ILMNIllumina, Inc. | Self | Sell | $1K–$15K | Dec 18, 2019 | Jan 31, 2020 | 44d | -28.4% | -163.7% | |
| IQVIQVIA Holdings, Inc. | Self | Sell | $1K–$15K | Dec 18, 2019 | Jan 31, 2020 | 44d | +75.6% | -59.8% | |
| JPMJP Morgan Chase & Co. | Self | Sell | $1K–$15K | Dec 18, 2019 | Jan 31, 2020 | 44d | +146.8% | +11.5% | |
| KMIKinder Morgan, Inc. | Self | Sell | $1K–$15K | Dec 18, 2019 | Jan 31, 2020 | 44d | +57.9% | -77.4% | |
| MAMastercard Incorporated | Self | Sell | $1K–$15K | Dec 18, 2019 | Jan 31, 2020 | 44d | +123.4% | -12.0% | |
| MCDMcdonald's Corporation | Self | Sell | $1K–$15K | Dec 18, 2019 | Jan 31, 2020 | 44d | +35.8% | -99.6% | |
| Alcoa IncBond | Self | Sell | $15K–$50K | Dec 18, 2019 | Jan 31, 2020 | 44d | – | – | |
| MTDMettler-ToleDo International, Inc. | Self | Sell | $1K–$15K | Dec 18, 2019 | Jan 31, 2020 | 44d | +116.4% | -19.0% | |
| MSFTMicrosoft Corporation | Self | Sell | $1K–$15K | Dec 18, 2019 | Jan 31, 2020 | 44d | +228.5% | +93.2% | |
| MDLZMondelez International, Inc. - Class A | Self | Sell | $1K–$15K | Dec 18, 2019 | Jan 31, 2020 | 44d | +21.7% | -113.6% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
John B. Larson (D-CT-1), a current Democratic member of the House, has disclosed 213 trades since 2014: 69 purchases worth about $691.03K and 140 sales worth about $1.24M, in 57 stocks. Most traded: JPM, AAPL, FTV. As a portfolio, their stock holdings and trades returned +441.7% from Feb 2014, against +313.3% for the S&P 500. Trades took a median 20 days to be disclosed; 11 came late.
Rebuilt from their latest annual report and the trades they disclosed since, John B. Larson still holds 17 stocks; the largest are AAPL (about $98.06K), MSFT (about $76.64K), DHR (about $45.32K), COST (about $44.60K), GE (about $38.92K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +441.7% from February 2014 to November 2026, against +313.3% for the S&P 500, with a largest fall of -32.1%. 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. 11 of 213 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.