Kurt Schrader (D-OR-5), a former Democratic member of the House, has disclosed 787 trades since 2011: 424 purchases worth about $4.74M and 356 sales worth about $5.63M, in 157 stocks. Most traded: AXP, UNP, MSFT. As a portfolio, their stock holdings and trades returned +76.2% from Jan 2014, against +107.3% for the S&P 500. Trades took a median 27 days to be disclosed; 57 came late.
Kurt Schrader’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2014: +76.2%, against +107.3% for SPY; the largest fall on the way was -37.9%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kurt Schrader | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kurt Schrader | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kurt Schrader | Nov 2021 | -18.3% | -18.4% | +0.2% | -15.9% | -27.3% | -0.64 | 0.97 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kurt Schrader | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kurt Schrader | Jan 2014 | +76.2% | +107.3% | -31.1% | +6.5% | -37.9% | 0.42 | 1.03 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Healthcare | Closed | – | – | 7 | 3 | 4 | $48.50K | $56.50K | +189.9% | Aug 11, 2021 |
| CGCarlyle Group Inc. | Financial Services | Closed | – | – | 6 | 5 | 1 | $64.50K | $32.50K | -261.9% | Dec 30, 2014 |
| VODVodafone Group Public Ltd Co | Communication Services | Closed | – | – | 5 | 3 | 2 | $48.50K | $40.50K | -341.4% | Jan 3, 2015 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 8 | 3 | 5 | $24.00K | $64.50K | +18.9% | Nov 8, 2022 |
| AMTAmerican Tower Corp /Ma/ | Real Estate | Closed | – | – | 2 | 2 | 0 | $83.00K | $0.00 | -125.8% | Dec 9, 2021 |
| GMGeneral Motors Co | Consumer Discretionary | Closed | – | – | 7 | 6 | 1 | $48.00K | $32.50K | -95.6% | Jan 4, 2017 |
| LUMNLumen Technologies, Inc. | Communication Services | Closed | – | – | 7 | 5 | 2 | $40.00K | $40.50K | -296.7% | Jul 12, 2019 |
| AXPAmerican Express Co | Financial Services | Closed | – | – | 10 | 9 | 1 | $72.00K | $8.00K | +6.8% | Nov 8, 2022 |
| UNPUnion Pacific Corp | Industrials | Closed | – | – | 10 | 2 | 8 | $16.00K | $64.00K | -70.2% | Oct 21, 2022 |
| JPMJpmorgan Chase & Co | Financial Services | Closed | – | – | 7 | 6 | 1 | $64.50K | $8.00K | +143.2% | Apr 5, 2022 |
| METMetlife Inc | Financial Services | Closed | – | – | 6 | 4 | 2 | $56.50K | $16.00K | -132.9% | Nov 9, 2016 |
| DALDelta Air Lines, Inc. | Industrials | Closed | – | – | 5 | 4 | 1 | $32.00K | $32.50K | -148.1% | Jul 4, 2030 |
| TAt&T Inc. | Communication Services | Closed | – | – | 5 | 1 | 4 | $8.00K | $56.50K | -175.8% | Oct 29, 2021 |
| XOMExxonMobil Holdings Corp | Energy | Closed | – | – | 8 | 4 | 4 | $32.00K | $32.00K | +87.8% | Nov 22, 2022 |
| NXPINXP Semiconductors N.V. | Technology | Closed | – | – | 7 | 4 | 3 | $32.00K | $24.00K | +21.5% | Sep 27, 2018 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| CORAMERISOURCE BERGEN CORP | Self | Buy | $1K–$15K | Dec 1, 2022 | Jan 6, 2023 | 36d | +96.9% | +12.2% | |
| S&P 500 DEP RCPTSOther | Self | Buy | $1K–$15K | Dec 6, 2022 | Jan 6, 2023 | 31d | – | – | |
| TRUTRANSUNION | Self | Buy | $1K–$15K | Dec 9, 2022 | Jan 6, 2023 | 28d | +34.4% | -56.8% | |
| DHRDANAHER CORP | Self | Sell | $1K–$15K | Dec 1, 2022 | Jan 6, 2023 | 36d | -6.3% | -90.9% | |
| MSCIMSCI INC | Self | Sell | $1K–$15K | Dec 6, 2022 | Jan 6, 2023 | 31d | +27.5% | -63.5% | |
| ETNEATON CORP PLC | Self | Sell | $1K–$15K | Dec 9, 2022 | Jan 6, 2023 | 28d | +131.3% | +40.1% | |
| APHAMPHENOL CORP | Self | Sell | $1K–$15K | Dec 12, 2022 | Jan 6, 2023 | 25d | +298.2% | +209.6% | |
| VNQVanguard Real Estate ETFETF | Self | Sell | $1K–$15K | Dec 22, 2022 | Jan 6, 2023 | 15d | +15.9% | -81.7% | |
| MSFTMICROSOFT CORP | Self | Buy | $1K–$15K | Nov 8, 2022 | Dec 8, 2022 | 30d | +121.6% | +24.7% | |
| CSXCSX CORP | Self | Buy | $1K–$15K | Nov 8, 2022 | Dec 8, 2022 | 30d | +72.2% | -24.7% | |
| TXNTEXAS INSTRUMENTS | Self | Buy | $1K–$15K | Nov 8, 2022 | Dec 8, 2022 | 30d | +79.7% | -17.2% | |
| AVGOBROADCOM INC | Self | Buy | $1K–$15K | Nov 8, 2022 | Dec 8, 2022 | 30d | +568.4% | +471.5% | |
| VANGUARD INTRMDIATE-TERMOther | Self | Buy | $1K–$15K | Nov 8, 2022 | Dec 8, 2022 | 30d | – | – | |
| STXSEAGATE TECH | Self | Sell | $1K–$15K | Nov 8, 2022 | Dec 8, 2022 | 30d | +1,020.3% | +923.4% | |
| BNSBANK OF NOVA SCOTIA | Self | Sell | $1K–$15K | Nov 8, 2022 | Dec 8, 2022 | 30d | +90.1% | -6.8% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Kurt Schrader (D-OR-5), a former Democratic member of the House, has disclosed 787 trades since 2011: 424 purchases worth about $4.74M and 356 sales worth about $5.63M, in 157 stocks. Most traded: AXP, UNP, MSFT. As a portfolio, their stock holdings and trades returned +76.2% from Jan 2014, against +107.3% for the S&P 500. Trades took a median 27 days to be disclosed; 57 came late.
As a portfolio, their stock holdings and trades returned +76.2% from January 2014 to November 2026, against +107.3% for the S&P 500, with a largest fall of -37.9%. 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. 57 of 787 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.