Lloyd Doggett (D-TX-37), a current Democratic member of the House, has disclosed 236 trades since 2013: 235 purchases worth about $1.88M and 1 sale worth about $750.00K, in 7 stocks. Most traded: PG, IBM, HD. As a portfolio, their stock holdings and trades returned +86.5% from Mar 2014, against +301.6% for the S&P 500. Trades took a median 24 days to be disclosed; 5 came late.
Lloyd Doggett’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since March 2014: +86.5%, against +301.6% for SPY; the largest fall on the way was -33.6%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lloyd Doggett | Nov 2025 | -2.6% | +10.1% | -12.7% | – | -20.8% | 0.01 | 0.48 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lloyd Doggett | Nov 2023 | +25.5% | +72.6% | -47.1% | +7.9% | -20.8% | 0.52 | 0.50 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lloyd Doggett | Nov 2021 | +25.6% | +61.1% | -35.5% | +4.7% | -20.8% | 0.35 | 0.59 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lloyd Doggett | Jan 2026 | -0.1% | +10.1% | -10.2% | – | -20.8% | 0.12 | 0.50 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lloyd Doggett | Mar 2014 | +86.5% | +301.6% | -215.1% | +5.1% | -33.6% | 0.39 | 0.70 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| IBMInternational Business Machines Corp | Technology | $2.62M | 49.4% | -12.9% | 49 | 49 | 0 | $392.02K | $0.00 | -70.6% | Sep 10, 2026 |
| PGPROCTER & GAMBLE Co | Consumer Staples | $836.08K | 15.8% | +10.3% | 50 | 50 | 0 | $400.03K | $0.00 | -94.4% | Aug 17, 2026 |
| HDHome Depot, Inc. | Consumer Discretionary | $767.94K | 14.5% | +1.3% | 44 | 44 | 0 | $352.02K | $0.00 | -70.2% | Sep 17, 2026 |
| PPGPpg Industries Inc | Basic Materials | $420.97K | 7.9% | +9.9% | 35 | 35 | 0 | $280.02K | $0.00 | -89.8% | Sep 11, 2026 |
| KOCoca Cola Co | Consumer Staples | $199.12K | 3.8% | +13.8% | 38 | 38 | 0 | $304.02K | $0.00 | -31.7% | Jul 1, 2026 |
| JNJJohnson & Johnson | Healthcare | $191.77K | 3.6% | +4.8% | 18 | 18 | 0 | $144.01K | $0.00 | +4.9% | Sep 8, 2026 |
| WFMWHOLE FOODS MARKET INC | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $750.00K | – | Aug 16, 2017 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| HDHome Depot, Inc. | Self | Buy | $1K–$15K | Sep 17, 2026 | Oct 5, 2026 | 18d | +12.8% | +14.1% | |
| IBMInternational Business Machines Corporation Common Stock | Self | Buy | $1K–$15K | Sep 10, 2026 | Oct 5, 2026 | 25d | +7.9% | +8.7% | |
| JNJJohnson & Johnson Common Stock | Self | Buy | $1K–$15K | Sep 8, 2026 | Oct 5, 2026 | 27d | +0.6% | +2.4% | |
| PPGPPG Industries, Inc. Common Stock | Self | Buy | $1K–$15K | Sep 11, 2026 | Oct 5, 2026 | 24d | +18.4% | +20.0% | |
| PGProcter & Gamble Company | Self | Buy | $1K–$15K | Aug 17, 2026 | Sep 8, 2026 | 22d | +14.3% | +17.0% | |
| KOCoca-Cola Company | Self | Buy | $1K–$15K | Jul 1, 2026 | Aug 5, 2026 | 35d | +17.9% | +17.1% | |
| HDHome Depot, Inc. | Self | Buy | $1K–$15K | Jun 18, 2026 | Jul 6, 2026 | 18d | +2.0% | +1.3% | |
| IBMInternational Business Machines Corporation Common Stock | Self | Buy | $1K–$15K | Jun 10, 2026 | Jul 6, 2026 | 26d | -7.3% | -10.9% | |
| JNJJohnson & Johnson Common Stock | Self | Buy | $1K–$15K | Jun 9, 2026 | Jul 6, 2026 | 27d | +14.2% | +12.1% | |
| PPGPPG Industries, Inc. Common Stock | Self | Buy | $1K–$15K | Jun 12, 2026 | Jul 6, 2026 | 24d | +4.7% | +3.3% | |
| PGProcter & Gamble Company | Self | Buy | $1K–$15K | May 15, 2026 | Jun 4, 2026 | 20d | +15.6% | +13.8% | |
| KOCoca-Cola Company | Self | Buy | $1K–$15K | Apr 1, 2026 | May 6, 2026 | 35d | +26.0% | +11.2% | |
| HDHome Depot, Inc. | Self | Buy | $1K–$15K | Mar 26, 2026 | Apr 6, 2026 | 11d | +3.9% | -12.7% | |
| IBMInternational Business Machines Corporation Common Stock | Self | Buy | $1K–$15K | Mar 10, 2026 | Apr 6, 2026 | 27d | +1.0% | -10.1% | |
| JNJJohnson & Johnson Common Stock | Self | Buy | $1K–$15K | Mar 10, 2026 | Apr 6, 2026 | 27d | +11.0% | 0.0% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Lloyd Doggett (D-TX-37), a current Democratic member of the House, has disclosed 236 trades since 2013: 235 purchases worth about $1.88M and 1 sale worth about $750.00K, in 7 stocks. Most traded: PG, IBM, HD. As a portfolio, their stock holdings and trades returned +86.5% from Mar 2014, against +301.6% for the S&P 500. Trades took a median 24 days to be disclosed; 5 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Lloyd Doggett still holds 6 stocks; the largest are IBM (about $2.62M), PG (about $836.08K), HD (about $767.94K), PPG (about $420.97K), KO (about $199.12K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +86.5% from March 2014 to November 2026, against +301.6% for the S&P 500, with a largest fall of -33.6%. 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 24 days to be disclosed. 5 of 236 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.