John James (R-MI-10), a current Republican member of the House, has disclosed 274 trades since 2023: 129 purchases worth about $1.08M and 145 sales worth about $1.18M, in 140 stocks. Most traded: MDT, NVDA, APD. As a portfolio, their stock holdings and trades returned +61.5% from Nov 2023, against +70.9% for the S&P 500. Trades took a median 91 days to be disclosed; 148 came late.
John James’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since November 2023: +61.5%, against +70.9% for SPY; the largest fall on the way was -16.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John James | Nov 2025 | +10.3% | +10.1% | +0.3% | – | -11.7% | 0.74 | 0.80 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John James | Nov 2023 | +61.5% | +70.9% | -9.3% | +17.5% | -16.7% | 1.22 | 0.74 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John James | Nov 2023 | +61.5% | +70.9% | -9.3% | +17.5% | -16.7% | 1.22 | 0.74 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John James | Jan 2026 | +6.3% | +10.1% | -3.8% | – | -11.7% | 0.56 | 0.81 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John James | Nov 2023 | +61.5% | +70.9% | -9.3% | +17.5% | -16.7% | 1.22 | 0.74 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SPCXSpace Exploration Technologies Corp | Industrials | $27.54K | 12.2% | -15.3% | 1 | 1 | 0 | $32.50K | $0.00 | -16.7% | Jun 12, 2026 |
| MNSTMonster Beverage Corp | Consumer Staples | $15.91K | 7.0% | +98.8% | 2 | 1 | 1 | $8.00K | $8.00K | +3.0% | Jun 3, 2024 |
| CATCaterpillar Inc | Industrials | $14.42K | 6.4% | +80.3% | 2 | 1 | 1 | $8.00K | $8.00K | +85.2% | Feb 5, 2024 |
| PMPhilip Morris International Inc. | Consumer Staples | $13.25K | 5.9% | +65.7% | 2 | 1 | 1 | $8.00K | $8.00K | +61.5% | Apr 9, 2024 |
| DGDollar General Corp | Consumer Staples | $12.97K | 5.7% | +62.1% | 2 | 1 | 1 | $8.00K | $8.00K | -55.5% | Jun 3, 2024 |
| LHLabcorp Holdings Inc. | Healthcare | $12.39K | 5.5% | +54.8% | 2 | 1 | 1 | $8.00K | $8.00K | +3.0% | Mar 6, 2024 |
| ROSTRoss Stores, Inc. | Consumer Discretionary | $12.16K | 5.4% | +52.0% | 3 | 1 | 2 | $8.00K | $16.00K | +16.3% | Aug 28, 2024 |
| VEEVVeeva Systems Inc | Technology | $11.38K | 5.0% | +42.3% | 2 | 1 | 1 | $8.00K | $8.00K | +15.3% | Jul 16, 2024 |
| VOYAVoya Financial, Inc. | Financial Services | $11.32K | 5.0% | +41.5% | 2 | 1 | 1 | $8.00K | $8.00K | -27.6% | Jul 5, 2024 |
| ALLEAllegion plc | Industrials | $11.20K | 5.0% | +40.0% | 1 | 1 | 0 | $8.00K | $0.00 | +14.6% | Nov 10, 2023 |
| LPLALPL Financial Holdings Inc. | Financial Services | $10.87K | 4.8% | +35.9% | 2 | 1 | 1 | $8.00K | $8.00K | -40.1% | Jul 18, 2024 |
| AXPAmerican Express Co | Financial Services | $10.32K | 4.6% | +29.0% | 3 | 1 | 2 | $8.00K | $16.00K | +41.8% | Jun 3, 2024 |
| ETNEaton Corp plc | Industrials | $10.11K | 4.5% | +26.4% | 1 | 1 | 0 | $8.00K | $0.00 | -5.6% | Nov 10, 2023 |
| BMYBristol Myers Squibb Co | Healthcare | $9.98K | 4.4% | +24.8% | 2 | 1 | 1 | $8.00K | $8.00K | -46.2% | Jan 18, 2024 |
| AXTAAxalta Coating Systems Ltd. | Basic Materials | $8.03K | 3.5% | +0.3% | 2 | 1 | 1 | $8.00K | $8.00K | -50.3% | May 6, 2024 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| SPCXSpace Exploration Technologies Corp. | Spouse | Buy | $15K–$50K | Jun 12, 2026 | Jul 12, 2026 | 30d | -15.3% | -16.7% | |
| ABTAbbott Laboratories Common Stock | Self | Sell | $1K–$15K | Sep 4, 2024 | Sep 6, 2024 | 2d | -3.6% | -40.1% | |
| AEEAmeren Corporation Common Stock | Self | Sell | $1K–$15K | Sep 4, 2024 | Sep 6, 2024 | 2d | +32.9% | -3.6% | |
| SKXSkechers U.S.A., Inc. Common Stock | Self | Sell | $1K–$15K | Sep 4, 2024 | Sep 6, 2024 | 2d | – | – | |
| SONYSony Group Corporation American Depositary Shares | Self | Sell | $1K–$15K | Sep 4, 2024 | Sep 6, 2024 | 2d | +35.0% | -1.5% | |
| SOSouthern Company | Self | Sell | $1K–$15K | Sep 4, 2024 | Sep 6, 2024 | 2d | +6.2% | -30.4% | |
| THCTenet Healthcare Corporation Common Stock | Self | Sell | $1K–$15K | Sep 4, 2024 | Sep 6, 2024 | 2d | +65.8% | +29.3% | |
| TXNTexas Instruments Incorporated - Common Stock | Self | Sell | $1K–$15K | Sep 4, 2024 | Sep 6, 2024 | 2d | +48.0% | +11.5% | |
| BNYThe Bank of New York Mellon Corporation Common Stock (BK) | Self | Sell | $1K–$15K | Sep 4, 2024 | Sep 6, 2024 | 2d | +118.2% | +81.7% | |
| TMOThermo Fisher Scientific Inc Common Stock | Self | Sell | $1K–$15K | Sep 4, 2024 | Sep 6, 2024 | 2d | +11.6% | -24.9% | |
| TJXTJX Companies, Inc. | Self | Sell | $1K–$15K | Sep 4, 2024 | Sep 6, 2024 | 2d | +20.0% | -16.5% | |
| TJXTJX Companies, Inc. | Self | Buy | $1K–$15K | Apr 25, 2024 | Sep 6, 2024 | 134d late | +46.3% | -3.1% | |
| TKOTKO Group Holdings, Inc. Class A Common Stock | Self | Sell | $1K–$15K | Sep 4, 2024 | Sep 6, 2024 | 2d | +56.9% | +20.4% | |
| AEPAmerican Electric Power Company, Inc. | Self | Sell | $1K–$15K | Sep 4, 2024 | Sep 6, 2024 | 2d | +27.2% | -9.3% | |
| TTTrane Technologies plc | Self | Sell | $1K–$15K | Sep 4, 2024 | Sep 6, 2024 | 2d | +19.3% | -17.2% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
John James (R-MI-10), a current Republican member of the House, has disclosed 274 trades since 2023: 129 purchases worth about $1.08M and 145 sales worth about $1.18M, in 140 stocks. Most traded: MDT, NVDA, APD. As a portfolio, their stock holdings and trades returned +61.5% from Nov 2023, against +70.9% for the S&P 500. Trades took a median 91 days to be disclosed; 148 came late.
Rebuilt from their latest annual report and the trades they disclosed since, John James still holds 63 stocks; the largest are SPCX (about $27.54K), MNST (about $15.91K), CAT (about $14.42K), PM (about $13.25K), DG (about $12.97K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +61.5% from November 2023 to November 2026, against +70.9% for the S&P 500, with a largest fall of -16.7%. 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 91 days to be disclosed. 148 of 274 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.