Julie Johnson (D-TX-32), a current Democratic member of the House, has disclosed 587 trades since 2024: 117 purchases worth about $936.06K and 466 sales worth about $3.90M, in 231 stocks. Most traded: CI, MMM, COF. As a portfolio, their stock holdings and trades returned +28.2% from Jan 2025, against +27.1% for the S&P 500. Trades took a median 28 days to be disclosed; 78 came late.
Julie Johnson’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2025: +28.2%, against +27.1% for SPY; the largest fall on the way was -19.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Julie Johnson | Nov 2025 | +16.3% | +10.1% | +6.2% | – | -15.8% | 1.07 | 0.85 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Julie Johnson | Jan 2025 | +28.2% | +27.1% | +1.1% | +14.8% | -19.7% | 0.83 | 0.94 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Julie Johnson | Jan 2025 | +28.2% | +27.1% | +1.1% | +14.8% | -19.7% | 0.83 | 0.94 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Julie Johnson | Jan 2026 | +8.5% | +10.1% | -1.6% | – | -15.8% | 0.71 | 0.83 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Julie Johnson | Jan 2025 | +28.2% | +27.1% | +1.1% | +14.8% | -19.7% | 0.83 | 0.94 |
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 | $193.95K | 7.6% | +10.8% | 2 | 0 | 2 | $0.00 | $16.00K | – | Apr 7, 2025 |
| MSFTMicrosoft Corp | Technology | $178.61K | 7.0% | +2.1% | 7 | 0 | 7 | $0.00 | $80.50K | – | Dec 18, 2025 |
| NVDANvidia Corp | Technology | $156.95K | 6.2% | -10.3% | 1 | 0 | 1 | $0.00 | $32.50K | – | Apr 7, 2025 |
| GOOGAlphabet Inc. | Technology | $141.47K | 5.6% | -19.2% | 6 | 3 | 3 | $24.00K | $24.00K | -6.6% | Dec 18, 2025 |
| LLYELI LILLY & Co | Healthcare | $87.61K | 3.4% | +16.8% | 4 | 0 | 4 | $0.00 | $32.00K | – | Dec 18, 2025 |
| METAMeta Platforms, Inc. | Technology | $76.48K | 3.0% | +2.0% | 1 | 0 | 1 | $0.00 | $32.50K | – | Apr 7, 2025 |
| AMZNAmazon Com Inc | Consumer Discretionary | $69.48K | 2.7% | -7.4% | 1 | 0 | 1 | $0.00 | $32.50K | – | Apr 7, 2025 |
| AVGOBroadcom Inc. | Technology | $57.84K | 2.3% | -22.9% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 15, 2025 |
| VVisa Inc. | Financial Services | $37.84K | 1.5% | +16.4% | 1 | 0 | 1 | $0.00 | $32.50K | – | Apr 7, 2025 |
| CVXChevron Corp | Energy | $37.47K | 1.5% | +15.3% | 7 | 1 | 5 | $8.00K | $40.00K | +29.1% | Dec 18, 2025 |
| WMTWalmart Inc. | Consumer Staples | $35.86K | 1.4% | +10.3% | 4 | 0 | 4 | $0.00 | $32.00K | – | Dec 18, 2025 |
| UNHUnitedhealth Group Inc | Healthcare | $32.61K | 1.3% | +0.3% | 5 | 0 | 5 | $0.00 | $40.00K | – | Dec 18, 2025 |
| MCDMcdonalds Corp | Consumer Discretionary | $31.71K | 1.2% | -2.4% | 3 | 0 | 3 | $0.00 | $24.00K | – | Dec 18, 2025 |
| COFCapital One Financial Corp | Financial Services | $30.60K | 1.2% | -5.8% | 8 | 4 | 3 | $32.00K | $24.00K | -17.1% | Dec 18, 2025 |
| JPMJpmorgan Chase & Co | Financial Services | $30.50K | 1.2% | -6.2% | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 7, 2025 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MMM3M Company Common Stock | Joint | Buy | $1K–$15K | Mar 15, 2025 | Aug 5, 2026 | 508d late | +18.6% | -15.1% | |
| AEEAmeren Corporation Common Stock | Joint | Sell | $1K–$15K | Sep 23, 2025 | Aug 5, 2026 | 316d late | +10.4% | -3.0% | |
| AEEAmeren Corporation Common Stock | Joint | Buy | $1K–$15K | Sep 23, 2025 | Aug 5, 2026 | 316d late | +10.4% | -3.0% | |
| BABoeing Company | Joint | Buy | $1K–$15K | Dec 2, 2025 | Aug 5, 2026 | 246d late | -14.6% | -24.9% | |
| BABoeing Company | Joint | Sell | $1K–$15K | Dec 2, 2025 | Aug 5, 2026 | 246d late | -14.6% | -24.9% | |
| CARRCarrier Global Corporation Common Stock | Joint | Sell | $1K–$15K | Oct 3, 2025 | Aug 5, 2026 | 306d late | -7.5% | -19.9% | |
| CARRCarrier Global Corporation Common Stock | Joint | Buy | $1K–$15K | Oct 3, 2025 | Aug 5, 2026 | 306d late | -7.5% | -19.9% | |
| CMSCMS Energy Corporation Common Stock | Joint | Buy | $1K–$15K | Dec 8, 2025 | Aug 5, 2026 | 240d late | +0.4% | -9.7% | |
| CMSCMS Energy Corporation Common Stock | Joint | Sell | $1K–$15K | Dec 8, 2025 | Aug 5, 2026 | 240d late | +0.4% | -9.7% | |
| CLColgate-Palmolive Company Common Stock | Joint | Sell | $1K–$15K | Sep 23, 2025 | Aug 5, 2026 | 316d late | +21.6% | +8.2% | |
| CLColgate-Palmolive Company Common Stock | Joint | Buy | $1K–$15K | Sep 23, 2025 | Aug 5, 2026 | 316d late | +21.6% | +8.2% | |
| AOSA.O. Smith Corporation Common Stock | Joint | Sell | $1K–$15K | Sep 23, 2025 | Aug 5, 2026 | 316d late | -9.4% | -22.8% | |
| DVADaVita Inc. Common Stock | Joint | Buy | $1K–$15K | Sep 23, 2025 | Aug 5, 2026 | 316d late | +39.8% | +26.4% | |
| DVADaVita Inc. Common Stock | Joint | Sell | $1K–$15K | Sep 23, 2025 | Aug 5, 2026 | 316d late | +39.8% | +26.4% | |
| SREDBA Sempra Common Stock | Joint | Sell | $1K–$15K | Sep 23, 2025 | Aug 5, 2026 | 316d late | -0.1% | -13.5% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Julie Johnson (D-TX-32), a current Democratic member of the House, has disclosed 587 trades since 2024: 117 purchases worth about $936.06K and 466 sales worth about $3.90M, in 231 stocks. Most traded: CI, MMM, COF. As a portfolio, their stock holdings and trades returned +28.2% from Jan 2025, against +27.1% for the S&P 500. Trades took a median 28 days to be disclosed; 78 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Julie Johnson still holds 66 stocks; the largest are AAPL (about $193.95K), MSFT (about $178.61K), NVDA (about $156.95K), GOOG (about $141.47K), LLY (about $87.61K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +28.2% from January 2025 to November 2026, against +27.1% for the S&P 500, with a largest fall of -19.7%. 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 28 days to be disclosed. 78 of 587 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.