Kenny Marchant (R-TX-24), a former Republican member of the House, has disclosed 645 trades since 2010: 249 purchases worth about $7.64M and 388 sales worth about $8.22M, in 73 stocks. Most traded: CSCO, GOOGL, BAC. As a portfolio, their stock holdings and trades returned +80.3% from Feb 2014, against +105.5% for the S&P 500. Trades took a median 27 days to be disclosed; 77 came late.
Kenny Marchant’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since February 2014: +80.3%, against +105.5% for SPY; the largest fall on the way was -33.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kenny Marchant | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kenny Marchant | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kenny Marchant | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kenny Marchant | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kenny Marchant | Feb 2014 | +80.3% | +105.5% | -25.1% | +8.9% | -33.5% | 0.55 | 1.00 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CVXChevron Corp | Energy | Closed | – | – | 5 | 4 | 1 | $105.50K | $75.00K | -79.9% | Nov 25, 2020 |
| CCitigroup Inc | Financial Services | Closed | – | – | 5 | 1 | 4 | $75.00K | $99.00K | -123.6% | Dec 12, 2018 |
| BABoeing Co | Industrials | Closed | – | – | 3 | 0 | 3 | $0.00 | $158.00K | – | Nov 26, 2014 |
| ABTAbbott Laboratories | Healthcare | Closed | – | – | 2 | 2 | 0 | $150.00K | $0.00 | -81.5% | Dec 8, 2017 |
| WFCWells Fargo & Company/Mn | Financial Services | Closed | – | – | 5 | 4 | 1 | $105.50K | $32.50K | -191.2% | Dec 12, 2018 |
| ABBVAbbVie Inc. | Healthcare | Closed | – | – | 4 | 2 | 2 | $16.00K | $107.50K | +112.9% | Nov 12, 2020 |
| SIGSignet Jewelers Ltd | Consumer Discretionary | Closed | – | – | 4 | 1 | 3 | $75.00K | $48.50K | -282.8% | Jul 1, 2015 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 3 | 1 | 2 | $32.50K | $83.00K | -254.0% | Dec 16, 2016 |
| PSMTPricesmart Inc | Consumer Staples | Closed | – | – | 2 | 1 | 1 | $8.00K | $75.00K | -237.0% | Apr 23, 2014 |
| AHCA H Belo Corp-A | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Jan 14, 2016 |
| GILDGilead Sciences, Inc. | Healthcare | Closed | – | – | 1 | 1 | 0 | $75.00K | $0.00 | -235.6% | Aug 25, 2015 |
| METAMeta Platforms, Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Nov 12, 2020 |
| CVSCVS HEALTH Corp | Healthcare | Closed | – | – | 3 | 2 | 1 | $65.00K | $8.00K | -296.1% | Apr 1, 2016 |
| VVisa Inc. | Financial Services | Closed | – | – | 2 | 2 | 0 | $65.00K | $0.00 | +209.3% | Apr 1, 2016 |
| PFEPfizer Inc | Healthcare | Closed | – | – | 3 | 0 | 3 | $0.00 | $48.50K | – | Nov 23, 2016 |
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; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AoOBeOther | Self | Buy | $15K–$50K | Dec 4, 2020 | Dec 29, 2020 | 25d | – | – | |
| Cimnrex Encay.Other | Self | Buy | $1K–$15K | Nov 20, 2020 | Dec 29, 2020 | 39d | – | – | |
| VillAge FaamsOther | Self | Buy | $1K–$15K | Nov 20, 2020 | Dec 29, 2020 | 39d | – | – | |
| ABBVABBUIE | Joint | Sell | $15K–$50K | Nov 12, 2020 | Dec 29, 2020 | 47d late | +196.0% | +83.1% | |
| Occ:dentnl RetaOther | Joint | Sell | $1K–$15K | Nov 12, 2020 | Dec 29, 2020 | 47d late | – | – | |
| Renves uxlityOther | Joint | Sell | $100K–$250K | Nov 12, 2020 | Dec 29, 2020 | 47d late | – | – | |
| CApsteAD MontsaseOther | – | Sell | $1K–$15K | Nov 12, 2020 | Dec 29, 2020 | 47d late | – | – | |
| CVXChevron | – | Sell | $50K–$100K | Nov 12, 2020 | Dec 29, 2020 | 47d late | +182.5% | +69.6% | |
| METAFace Book | – | Sell | $50K–$100K | Nov 12, 2020 | Dec 29, 2020 | 47d late | +120.6% | +7.6% | |
| S w AikOther | Self | Sell | $15K–$50K | Nov 12, 2020 | Dec 29, 2020 | 47d late | – | – | |
| CSX Con)Other | Spouse | Buy | $15K–$50K | Dec 4, 2020 | Dec 29, 2020 | 25d | – | – | |
| TAnga ResounceOther | Self | Sell | $15K–$50K | Nov 12, 2020 | Dec 29, 2020 | 47d late | – | – | |
| TexA9 Capital BankOther | Self | Sell | $15K–$50K | Nov 12, 2020 | Dec 29, 2020 | 47d late | – | – | |
| Apple Applice mat. Anchen Vantels Nutoz00e Baistol-myoas BBonDcomOther | – | Buy | $15K–$50K | Nov 19, 2020 | Dec 29, 2020 | 40d | – | – | |
| Fxccbook Froe lit Natrond Y GCB0CyOther | – | Buy | $15K–$50K | Nov 11, 2020 | Dec 29, 2020 | 48d late | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Kenny Marchant (R-TX-24), a former Republican member of the House, has disclosed 645 trades since 2010: 249 purchases worth about $7.64M and 388 sales worth about $8.22M, in 73 stocks. Most traded: CSCO, GOOGL, BAC. As a portfolio, their stock holdings and trades returned +80.3% from Feb 2014, against +105.5% for the S&P 500. Trades took a median 27 days to be disclosed; 77 came late.
As a portfolio, their stock holdings and trades returned +80.3% from February 2014 to November 2026, against +105.5% for the S&P 500, with a largest fall of -33.5%. 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 27 days to be disclosed. 77 of 645 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.