Lamar Smith (R-TX-21), a former Republican member of the House, has disclosed 645 trades since 2013: 317 purchases worth about $2.50M and 318 sales worth about $2.53M, in 177 stocks. Most traded: AKAM, RHT, DG. As a portfolio, their stock holdings and trades returned +40.0% from Dec 2013, against +37.1% for the S&P 500. Trades took a median 28 days to be disclosed; 22 came late.
Lamar Smith’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since December 2013: +40.0%, against +37.1% for SPY; the largest fall on the way was -21.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lamar Smith | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lamar Smith | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lamar Smith | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lamar Smith | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lamar Smith | Dec 2013 | +40.0% | +37.1% | +2.9% | +6.9% | -21.3% | 0.53 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AKAMAkamai Technologies Inc | Technology | Closed | – | – | 14 | 7 | 7 | $48.76K | $56.00K | -193.9% | Aug 1, 2018 |
| RHTRED HAT INC | Technology | Closed | – | – | 12 | 4 | 8 | $32.00K | $64.00K | – | Jun 22, 2018 |
| DGDollar General Corp | Consumer Staples | Closed | – | – | 10 | 6 | 4 | $48.00K | $32.00K | -177.5% | Mar 23, 2017 |
| FASTFastenal Co | Industrials | Closed | – | – | 10 | 5 | 5 | $40.00K | $40.00K | +82.8% | Mar 1, 2018 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 9 | 4 | 5 | $32.00K | $40.00K | +630.9% | Oct 17, 2018 |
| BMYBristol Myers Squibb Co | Healthcare | Closed | – | – | 9 | 4 | 5 | $32.00K | $40.00K | -269.2% | Mar 20, 2018 |
| COSTCostco Wholesale Corp /New | Consumer Staples | Closed | – | – | 9 | 3 | 6 | $24.00K | $48.00K | +296.7% | Dec 19, 2018 |
| PGRProgressive Corp/Oh/ | Financial Services | Closed | – | – | 9 | 4 | 5 | $32.00K | $40.00K | +231.2% | Nov 20, 2018 |
| PRGOPERRIGO Co plc | Consumer Staples | Closed | – | – | 9 | 3 | 6 | $24.00K | $48.00K | -355.1% | Jun 23, 2016 |
| GILDGilead Sciences, Inc. | Healthcare | Closed | – | – | 8 | 2 | 6 | $16.00K | $48.00K | -197.9% | Aug 16, 2016 |
| LOWLowes Companies Inc | Consumer Discretionary | Closed | – | – | 8 | 2 | 6 | $16.00K | $48.00K | +34.6% | Sep 28, 2017 |
| MJNMead Johnson Nutrition Co | Consumer Staples | Closed | – | – | 8 | 3 | 5 | $24.00K | $40.00K | – | Feb 23, 2017 |
| PCPPRECISION CASTPARTS CORP | – | Closed | – | – | 8 | 4 | 4 | $32.00K | $32.00K | – | Mar 16, 2015 |
| SBUXStarbucks Corp | Consumer Discretionary | Closed | – | – | 8 | 6 | 2 | $48.00K | $16.00K | -145.6% | Jan 23, 2018 |
| VRSKVerisk Analytics, Inc. | Financial Services | Closed | – | – | 8 | 4 | 4 | $32.00K | $32.00K | -74.2% | Nov 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| KOCOcA-COlA Company | Self | Buy | $1K–$15K | Dec 20, 2018 | Jan 10, 2019 | 21d | +101.6% | -102.7% | |
| CPRTCopart, Inc. | Self | Buy | $1K–$15K | Dec 19, 2018 | Jan 10, 2019 | 22d | +171.5% | -27.8% | |
| COSTCostco Wholesale Corporation | Self | Buy | $1K–$15K | Dec 19, 2018 | Jan 10, 2019 | 22d | +416.6% | +217.3% | |
| ELEstee Lauder Companies, Inc. | Self | Buy | $1K–$15K | Dec 19, 2018 | Jan 10, 2019 | 22d | -18.3% | -217.7% | |
| METAFacebook, Inc. - Class A (FB) | Self | Sell | $1K–$15K | Dec 19, 2018 | Jan 10, 2019 | 22d | +355.4% | +156.0% | |
| GGenpact Limited | Self | Buy | $1K–$15K | Dec 21, 2018 | Jan 10, 2019 | 20d | +54.6% | -157.9% | |
| MNSTMonster Beverage Corporation | Self | Sell | $1K–$15K | Dec 20, 2018 | Jan 10, 2019 | 21d | +290.4% | +86.1% | |
| PTLAPortola Pharmaceuticals, Inc. | Self | Buy | $1K–$15K | Jan 2, 2019 | Jan 10, 2019 | 8d | – | – | |
| ATVIActivision Blizzard, Inc | Self | Buy | $1K–$15K | Nov 6, 2018 | Dec 13, 2018 | 37d | – | – | |
| PGRProgressive Corporation | Self | Sell (Partial) | $1K–$15K | Nov 20, 2018 | Dec 13, 2018 | 23d | +263.6% | +78.8% | |
| SABRSabre Corporation | Self | Buy | $1K–$15K | Nov 27, 2018 | Dec 13, 2018 | 16d | -93.4% | -273.6% | |
| ULTIThe Ultimate Software Group, Inc. | Self | Sell | $1K–$15K | Nov 1, 2018 | Dec 13, 2018 | 42d | – | – | |
| VRSKVerisk Analytics, Inc. | Self | Sell (Partial) | $1K–$15K | Nov 20, 2018 | Dec 13, 2018 | 23d | +67.5% | -117.2% | |
| VRSKVerisk Analytics, Inc. | Self | Sell (Partial) | $1K–$15K | Nov 27, 2018 | Dec 13, 2018 | 16d | +65.6% | -114.7% | |
| WABWestinghouse Air Brake Technologies Corporation | Self | Sell | $1K–$15K | Oct 31, 2018 | Dec 13, 2018 | 43d | +249.6% | +71.7% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Lamar Smith (R-TX-21), a former Republican member of the House, has disclosed 645 trades since 2013: 317 purchases worth about $2.50M and 318 sales worth about $2.53M, in 177 stocks. Most traded: AKAM, RHT, DG. As a portfolio, their stock holdings and trades returned +40.0% from Dec 2013, against +37.1% for the S&P 500. Trades took a median 28 days to be disclosed; 22 came late.
As a portfolio, their stock holdings and trades returned +40.0% from December 2013 to November 2026, against +37.1% for the S&P 500, with a largest fall of -21.3%. 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. 22 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.