Kelly Morrison (D-MN-3), a current Democratic member of the House, has disclosed 123 trades since 2025: 45 purchases worth about $1.69M and 73 sales worth about $4.27M, in 25 stocks. Most traded: ACN, UPS, META. As a portfolio, their stock holdings and trades returned +56.4% from Mar 2025, against +31.0% for the S&P 500. Trades took a median 18 days to be disclosed; 8 came late.
Kelly Morrison’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since March 2025: +56.4%, against +31.0% for SPY; the largest fall on the way was -20.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kelly Morrison | Nov 2025 | +15.8% | +10.1% | +5.8% | – | -10.9% | 1.24 | 0.82 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kelly Morrison | Mar 2025 | +56.4% | +31.0% | +25.4% | +32.0% | -20.1% | 1.30 | 1.18 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kelly Morrison | Mar 2025 | +56.4% | +31.0% | +25.4% | +32.0% | -20.1% | 1.30 | 1.18 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kelly Morrison | Jan 2026 | +13.7% | +10.1% | +3.7% | – | -10.9% | 1.27 | 0.82 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kelly Morrison | Mar 2025 | +56.4% | +31.0% | +25.4% | +32.0% | -20.1% | 1.30 | 1.18 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TGTTarget Corp | Consumer Discretionary | $360.14K | 4.7% | +2.9% | 3 | 1 | 2 | $8.00K | $207.50K | +2.4% | Mar 21, 2025 |
| TMOThermo Fisher Scientific Inc. | Healthcare | $147.20K | 1.9% | +13.2% | 4 | 0 | 4 | $0.00 | $81.00K | – | Aug 19, 2025 |
| JNJJohnson & Johnson | Healthcare | $145.24K | 1.9% | +3.7% | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 19, 2025 |
| ACNAccenture plc | Industrials | $117.39K | 1.5% | +44.9% | 8 | 0 | 8 | $0.00 | $137.50K | – | Aug 11, 2026 |
| METAMeta Platforms, Inc. | Technology | $112.68K | 1.5% | +4.8% | 5 | 5 | 0 | $89.00K | $0.00 | -31.5% | Apr 11, 2025 |
| DHIHorton D R Inc /De/ | Consumer Discretionary | $102.26K | 1.3% | +4.9% | 2 | 0 | 2 | $0.00 | $16.00K | – | Mar 20, 2025 |
| MRKMerck & Co., Inc. | Healthcare | $83.79K | 1.1% | +11.7% | 1 | 0 | 1 | $0.00 | $8.00K | – | Mar 20, 2025 |
| AVGOBroadcom Inc. | Technology | $83.26K | 1.1% | -22.6% | 4 | 4 | 0 | $56.50K | $0.00 | +35.5% | Apr 11, 2025 |
| AJGArthur J. Gallagher & Co. | Financial Services | $79.72K | 1.0% | +9.2% | 3 | 0 | 3 | $0.00 | $48.50K | – | Mar 8, 2026 |
| MICCMagnum Ice Cream Co N.V. | – | $16.49K | 0.2% | +3.1% | 2 | 0 | 2 | $0.00 | $16.00K | – | Mar 8, 2026 |
| SOLSSolstice Advanced Materials Inc. | Basic Materials | $7.58K | 0.1% | -5.3% | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 11, 2026 |
| ASHTYASHTED GRP PLC UNSP/ADR | – | Closed | – | – | 4 | 0 | 4 | $0.00 | $81.00K | – | Apr 10, 2025 |
| ZBRAZebra Technologies Corp | Technology | Closed | – | – | 4 | 0 | 4 | $0.00 | $56.50K | – | Jun 4, 2025 |
| UPSUnited Parcel Service Inc | Industrials | Closed | – | – | 6 | 0 | 6 | $0.00 | $48.00K | – | Jun 4, 2025 |
| RMDResmed Inc | Healthcare | Closed | – | – | 5 | 0 | 5 | $0.00 | $40.00K | – | Jun 4, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ACNAccenture plc Class A Ordinary Shares | Spouse | Sell | $1K–$15K | Aug 11, 2026 | Aug 25, 2026 | 14d | +45.2% | +47.6% | |
| ACNAccenture plc Class A Ordinary Shares | Self | Sell | $1K–$15K | Aug 11, 2026 | Aug 25, 2026 | 14d | +45.2% | +47.6% | |
| ACNAccenture plc Class A Ordinary Shares | Spouse | Sell | $15K–$50K | Aug 11, 2026 | Aug 25, 2026 | 14d | +45.2% | +47.6% | |
| MBGLMobility Global Inc. Common Stock | Spouse | Sell | $1K–$15K | Aug 11, 2026 | Aug 25, 2026 | 14d | +1.3% | +3.7% | |
| MBGLMobility Global Inc. Common Stock | Spouse | Sell | $1K–$15K | Aug 11, 2026 | Aug 25, 2026 | 14d | +1.3% | +3.7% | |
| MBGLMobility Global Inc. Common Stock | Self | Sell | $1K–$15K | Aug 11, 2026 | Aug 25, 2026 | 14d | +1.3% | +3.7% | |
| SOLSSolstice Advanced Materials Inc. - Common Stock | Spouse | Sell | $1K–$15K | Aug 11, 2026 | Aug 25, 2026 | 14d | -3.6% | -1.2% | |
| HONAHoneywell Aerospace Inc. - Common Stock (HONAV) | Spouse | Exchange | $15K–$50K | Jun 29, 2026 | Jul 30, 2026 | 31d | -28.3% | -29.8% | |
| Andersen CorporationPrivate Interest | Joint | Sell (Partial) | $100K–$250K | Jun 19, 2026 | Jul 9, 2026 | 20d | – | – | |
| StarCloudPrivate Interest | Joint | Sell | $15K–$50K | May 4, 2026 | May 21, 2026 | 17d | – | – | |
| Artistry in Motion, LLCPrivate Interest | Joint | Buy | $50K–$100K | Apr 15, 2026 | May 5, 2026 | 20d | – | – | |
| CavallPrivate Interest | Joint | Buy | $1K–$15K | Apr 14, 2026 | May 5, 2026 | 21d | – | – | |
| Hermeus CorpPrivate Interest | Joint | Sell | $15K–$50K | May 4, 2026 | May 5, 2026 | 1d | – | – | |
| Pelvital USA, Inc.Private Interest | Joint | Buy | $15K–$50K | Apr 17, 2026 | May 5, 2026 | 18d | – | – | |
| Saronic TechnologiesPrivate Interest | Joint | Sell | $15K–$50K | May 4, 2026 | May 5, 2026 | 1d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Kelly Morrison (D-MN-3), a current Democratic member of the House, has disclosed 123 trades since 2025: 45 purchases worth about $1.69M and 73 sales worth about $4.27M, in 25 stocks. Most traded: ACN, UPS, META. As a portfolio, their stock holdings and trades returned +56.4% from Mar 2025, against +31.0% for the S&P 500. Trades took a median 18 days to be disclosed; 8 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Kelly Morrison still holds 11 stocks; the largest are TGT (about $360.14K), TMO (about $147.20K), JNJ (about $145.24K), ACN (about $117.39K), META (about $112.68K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +56.4% from March 2025 to November 2026, against +31.0% for the S&P 500, with a largest fall of -20.1%. 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 18 days to be disclosed. 8 of 123 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.