John H. Rutherford (R-FL-5), a current Republican member of the House, has disclosed 348 trades since 2017: 177 purchases worth about $1.77M and 170 sales worth about $1.72M, in 166 stocks. Most traded: BMY, RHHBY, TTE. As a portfolio, their stock holdings and trades returned +34.2% from Jul 2017, against +208.2% for the S&P 500. Trades took a median 34 days to be disclosed; 156 came late.
John H. Rutherford’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2017: +34.2%, against +208.2% for SPY; the largest fall on the way was -50.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John H. Rutherford | Nov 2025 | -18.5% | +10.1% | -28.6% | – | -42.7% | -0.09 | 1.98 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John H. Rutherford | Nov 2023 | +32.1% | +72.6% | -40.5% | +9.8% | -50.7% | 0.44 | 1.76 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John H. Rutherford | Nov 2021 | -2.6% | +61.1% | -63.7% | -0.5% | -50.7% | 0.20 | 1.25 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John H. Rutherford | Jan 2026 | -20.5% | +10.1% | -30.6% | – | -42.7% | -0.22 | 2.02 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John H. Rutherford | Jul 2017 | +34.2% | +208.2% | -174.0% | +3.2% | -50.7% | 0.26 | 1.07 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NCLHNorwegian Cruise Line Holdings Ltd. | Consumer Discretionary | $36.60K | 97.9% | +12.6% | 2 | 2 | 0 | $40.50K | $0.00 | -118.6% | Mar 1, 2021 |
| BMYBristol Myers Squibb Co | Healthcare | Closed | – | – | 5 | 3 | 2 | $24.00K | $16.00K | -151.0% | Mar 16, 2022 |
| RHHBYRoche Holdings Ag Basel American Depositary Shares | – | Closed | – | – | 5 | 2 | 3 | $16.00K | $24.00K | – | Mar 16, 2022 |
| TTETotalEnergies SE | Energy | Closed | – | – | 5 | 2 | 3 | $16.00K | $24.00K | -113.8% | Mar 16, 2022 |
| CECelanese Corp | Basic Materials | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 16, 2022 |
| BCEBce Inc | Communication Services | Closed | – | – | 4 | 1 | 3 | $8.00K | $24.00K | -264.4% | Mar 16, 2022 |
| DTEGYDeutsche Telekom Ag | – | Closed | – | – | 4 | 2 | 2 | $16.00K | $16.00K | -125.9% | Mar 16, 2022 |
| MGDDYMichelin Compagnie Generale des Etablissements Michelin Unsponsored ADR representing Nom Shares | – | Closed | – | – | 4 | 1 | 3 | $8.00K | $24.00K | – | Mar 16, 2022 |
| NSRGYNestle SA Sponsored ADR representing Registered Shares Series B | – | Closed | – | – | 4 | 2 | 2 | $16.00K | $16.00K | – | Mar 16, 2022 |
| RTXRTX Corp | Industrials | Closed | – | – | 4 | 2 | 2 | $16.00K | $16.00K | -2.5% | Mar 16, 2022 |
| SMFKYSmurfit Kappa Group Plc American Depositary Shares | – | Closed | – | – | 4 | 2 | 2 | $16.00K | $16.00K | – | Mar 16, 2022 |
| VALEVale S.A. | Basic Materials | Closed | – | – | 4 | 2 | 2 | $16.00K | $16.00K | -133.0% | Mar 16, 2022 |
| ABLZFAbb Ltd | – | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | +41.6% | Feb 17, 2022 |
| BAESYBae Systems Plc /Fi/ | – | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | – | Feb 23, 2021 |
| BNPQYBNP Paribas American Depositary Shares | – | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | – | Mar 16, 2022 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| DNBBYDNB ASA SP/ADR | Self | Sell | $1K–$15K | Mar 16, 2022 | Aug 2, 2023 | 504d late | – | – | |
| NNGRYNN GROUP NV UNSP/ADR | Self | Sell | $1K–$15K | Mar 16, 2022 | Aug 2, 2023 | 504d late | – | – | |
| Sunshine Group Partners, 4% InterestPrivate Interest | Self | Buy | $1K–$15K | Apr 28, 2023 | May 25, 2023 | 27d | – | – | |
| TGOPF3i Group Plc Unsponsored ADR (TGOPY) | Self | Sell | $1K–$15K | Mar 16, 2022 | Apr 19, 2022 | 34d | – | – | |
| BMYBristol-Myers Squibb Company | Self | Sell | $1K–$15K | Mar 16, 2022 | Apr 19, 2022 | 34d | -9.5% | -82.2% | |
| BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Self | Sell | $1K–$15K | Mar 16, 2022 | Apr 19, 2022 | 34d | +52.1% | -20.5% | |
| BTVCYBritvic plc Sponsored ADR | Self | Sell | $1K–$15K | Mar 16, 2022 | Apr 19, 2022 | 34d | – | – | |
| AVGOBroadcom Inc. | Self | Sell | $1K–$15K | Mar 16, 2022 | Apr 19, 2022 | 34d | +430.8% | +358.1% | |
| CATCaterpillar, Inc. | Self | Sell | $1K–$15K | Mar 16, 2022 | Apr 19, 2022 | 34d | +183.9% | +111.2% | |
| CECelanese Corporation Celanese Corporation | Self | Sell | $15K–$50K | Mar 16, 2022 | Apr 19, 2022 | 34d | -66.3% | -139.0% | |
| CVXChevron Corporation | Self | Sell | $1K–$15K | Mar 16, 2022 | Apr 19, 2022 | 34d | +44.5% | -28.1% | |
| CODGFCompagnie de Saint Gobain Unsponsored ADR (CODYY) | Self | Sell | $1K–$15K | Mar 16, 2022 | Apr 19, 2022 | 34d | – | – | |
| CCICrown Castle International Corp. | Self | Sell | $1K–$15K | Mar 16, 2022 | Apr 19, 2022 | 34d | -49.8% | -122.5% | |
| CVSCVS Health Corporation | Self | Sell | $1K–$15K | Mar 16, 2022 | Apr 19, 2022 | 34d | -17.4% | -90.0% | |
| VOLVYAB Volvo Class B American Depositary Receipts | Self | Sell | $1K–$15K | Mar 16, 2022 | Apr 19, 2022 | 34d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
John H. Rutherford (R-FL-5), a current Republican member of the House, has disclosed 348 trades since 2017: 177 purchases worth about $1.77M and 170 sales worth about $1.72M, in 166 stocks. Most traded: BMY, RHHBY, TTE. As a portfolio, their stock holdings and trades returned +34.2% from Jul 2017, against +208.2% for the S&P 500. Trades took a median 34 days to be disclosed; 156 came late.
Rebuilt from their latest annual report and the trades they disclosed since, John H. Rutherford still holds 1 stock; the largest are NCLH (about $36.60K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +34.2% from July 2017 to November 2026, against +208.2% for the S&P 500, with a largest fall of -50.7%. 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 34 days to be disclosed. 156 of 348 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.