John R. Curtis (R-UT-3), a current Republican member of the House, has disclosed 334 trades since 2019: 174 purchases worth about $1.56M and 160 sales worth about $1.63M, in 88 stocks. Most traded: AMZN, MSFT, ELV. As a portfolio, their stock holdings and trades returned +63.5% from Apr 2019, against +155.8% for the S&P 500. Trades took a median 13 days to be disclosed; 25 came late.
John R. Curtis’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since April 2019: +63.5%, against +155.8% for SPY; the largest fall on the way was -55.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John R. Curtis | Nov 2025 | -39.4% | +10.1% | -49.4% | – | -48.5% | -0.83 | 1.37 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John R. Curtis | Nov 2023 | +31.7% | +72.6% | -40.9% | +9.6% | -55.2% | 0.43 | 1.22 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John R. Curtis | Nov 2021 | +12.8% | +61.1% | -48.3% | +2.4% | -55.2% | 0.24 | 1.15 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John R. Curtis | Jan 2026 | -20.8% | +10.1% | -30.9% | – | -35.1% | -0.35 | 1.31 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John R. Curtis | Apr 2019 | +63.5% | +155.8% | -92.4% | +6.8% | -55.2% | 0.37 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ZMZoom Communications, Inc. | Technology | $53.74K | 80.6% | +65.3% | 1 | 1 | 0 | $8.00K | $0.00 | -161.7% | Mar 4, 2020 |
| HUCKHuckleberry.ai, Inc. | Technology | $12.90K | 19.4% | -60.3% | 4 | 2 | 2 | $16.00K | $40.50K | -246.9% | Feb 2, 2021 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 10 | 4 | 6 | $56.50K | $121.50K | -5.0% | Dec 4, 2023 |
| BRK-BBerkshire Hathaway Inc | Financial Services | Closed | – | – | 5 | 2 | 3 | $16.00K | $115.50K | -8.8% | Dec 4, 2023 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 8 | 2 | 6 | $40.50K | $72.50K | +49.0% | Dec 4, 2023 |
| BRK-ABerkshire Hathaway Inc | Financial Services | Closed | – | – | 2 | 0 | 2 | $0.00 | $83.00K | – | Nov 21, 2019 |
| GOOGLAlphabet Inc. | Technology | Closed | – | – | 4 | 1 | 3 | $32.50K | $48.50K | +205.8% | Feb 23, 2023 |
| AAPLApple Inc. | Technology | Closed | – | – | 5 | 1 | 4 | $32.50K | $32.00K | +249.4% | Dec 4, 2023 |
| METAMeta Platforms, Inc. | Technology | Closed | – | – | 4 | 1 | 3 | $32.50K | $24.00K | +90.2% | Dec 4, 2023 |
| ELVElevance Health, Inc. | Healthcare | Closed | – | – | 7 | 4 | 3 | $32.00K | $24.00K | -86.2% | Dec 4, 2023 |
| CMGChipotle Mexican Grill Inc | Consumer Discretionary | Closed | – | – | 3 | 1 | 2 | $8.00K | $40.50K | -94.8% | Dec 4, 2023 |
| UNHUnitedhealth Group Inc | Healthcare | Closed | – | – | 6 | 2 | 4 | $16.00K | $32.00K | -110.3% | Dec 4, 2023 |
| ADBEAdobe Inc. | Technology | Closed | – | – | 5 | 2 | 3 | $16.00K | $24.00K | -166.7% | Dec 4, 2023 |
| AMDAdvanced Micro Devices Inc | Technology | Closed | – | – | 5 | 3 | 2 | $24.00K | $16.00K | +421.0% | Dec 4, 2023 |
| BSXBoston Scientific Corp | Healthcare | Closed | – | – | 5 | 2 | 3 | $16.00K | $24.00K | -114.3% | Dec 4, 2023 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ABTAbbott Laboratories | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | +4.8% | -59.9% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | +56.2% | -8.5% | |
| BLKBlackRock, Inc. | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | +54.3% | -10.4% | |
| BSXBoston Scientific Corporation | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | -19.1% | -83.8% | |
| CATCaterpillar, Inc. | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | +140.8% | +76.1% | |
| CVXChevron Corporation | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | +57.3% | -7.4% | |
| CMGChipotle Mexican Grill, Inc. | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | -25.8% | -90.5% | |
| KOCoca-Cola Company | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | +63.7% | -1.0% | |
| CMCSAComcast Corporation - Class A | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | -40.9% | -105.6% | |
| COPConocoPhillips | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | +28.2% | -36.5% | |
| STZConstellation Brands, Inc. | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | -41.4% | -106.1% | |
| ADBEAdobe Inc. | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | -58.4% | -123.1% | |
| COSTCostco Wholesale Corporation | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | +73.7% | +9.0% | |
| CSXCSX Corporation | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | +53.4% | -11.3% | |
| DHRDanaher Corporation | Joint | Sell | $1K–$15K | Dec 4, 2023 | Dec 15, 2023 | 11d | +2.7% | -62.0% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
John R. Curtis (R-UT-3), a current Republican member of the House, has disclosed 334 trades since 2019: 174 purchases worth about $1.56M and 160 sales worth about $1.63M, in 88 stocks. Most traded: AMZN, MSFT, ELV. As a portfolio, their stock holdings and trades returned +63.5% from Apr 2019, against +155.8% for the S&P 500. Trades took a median 13 days to be disclosed; 25 came late.
Rebuilt from their latest annual report and the trades they disclosed since, John R. Curtis still holds 2 stocks; the largest are ZM (about $53.74K), HUCK (about $12.90K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +63.5% from April 2019 to November 2026, against +155.8% for the S&P 500, with a largest fall of -55.2%. 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 13 days to be disclosed. 25 of 334 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.