Lloyd Smucker (R-PA-11), a current Republican member of the House, has disclosed 31 trades since 2017: 0 purchases worth about $0.00 and 31 sales worth about $943.02K, in 12 stocks. Most traded: AAPL, UNH, ATVI. As a portfolio, their stock holdings and trades returned +335.2% from Aug 2018, against +164.9% for the S&P 500. Trades took a median 36 days to be disclosed; 15 came late.
Lloyd Smucker’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since August 2018: +335.2%, against +164.9% for SPY; the largest fall on the way was -36.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lloyd Smucker | Nov 2025 | +25.7% | +10.1% | +15.7% | – | -13.8% | 1.08 | 0.57 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lloyd Smucker | Nov 2023 | +88.8% | +72.6% | +16.1% | +23.7% | -33.4% | 0.93 | 1.04 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lloyd Smucker | Nov 2021 | +124.1% | +61.1% | +63.0% | +17.5% | -33.4% | 0.72 | 1.15 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lloyd Smucker | Jan 2026 | +24.8% | +10.1% | +14.7% | – | -12.7% | 1.17 | 0.59 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lloyd Smucker | Aug 2018 | +335.2% | +164.9% | +170.3% | +19.6% | -36.2% | 0.74 | 1.19 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Technology | $36.06K | 100.0% | +11.0% | 13 | 0 | 13 | $0.00 | $275.51K | – | Oct 9, 2020 |
| FULTFulton Financial Corp | Financial Services | Closed | – | – | 3 | 0 | 3 | $0.00 | $425.00K | – | Apr 23, 2026 |
| ATVIActivision Blizzard, Inc. | Technology | Closed | – | – | 3 | 0 | 3 | $0.00 | $73.00K | – | Jan 21, 2020 |
| UNHUnitedhealth Group Inc | Healthcare | Closed | – | – | 4 | 0 | 4 | $0.00 | $56.50K | – | Jan 2, 2020 |
| CNICanadian National Railway Co | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Aug 31, 2017 |
| WFCWells Fargo & Company/Mn | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Apr 23, 2026 |
| ENBPENB Financial Corp | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 23, 2026 |
| MKLMarkel Group Inc. | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 3, 2017 |
| PGPROCTER & GAMBLE Co | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 3, 2017 |
| PRUPrudential Financial Inc | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 23, 2026 |
| TFCTruist Financial Corp | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 17, 2026 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 23, 2026 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ENBPENB FINANCIAL CORP PA | Self | Sell | $1K–$15K | Apr 23, 2026 | Apr 30, 2026 | 7d | +27.0% | +20.8% | |
| FULTFulton Financial Corporation - Common Stock | Self | Sell | $50K–$100K | Apr 23, 2026 | Apr 30, 2026 | 7d | +9.1% | +3.0% | |
| FULTFulton Financial Corporation - Common Stock | Self | Sell | $100K–$250K | Apr 17, 2026 | Apr 30, 2026 | 13d | +9.6% | +3.7% | |
| FULTFulton Financial Corporation - Common Stock | Self | Sell | $100K–$250K | Apr 17, 2026 | Apr 30, 2026 | 13d | +9.6% | +3.7% | |
| PRUPrudential Financial, Inc. Common Stock | Self | Sell | $1K–$15K | Apr 23, 2026 | Apr 30, 2026 | 7d | +25.4% | +19.2% | |
| TFCTruist Financial Corporation Common Stock | Self | Sell | $1K–$15K | Apr 17, 2026 | Apr 30, 2026 | 13d | -0.8% | -6.7% | |
| VZVerizon Communications Inc. Common Stock | Self | Sell | $1K–$15K | Apr 23, 2026 | Apr 30, 2026 | 7d | -4.5% | -10.7% | |
| WFCWells Fargo & Company Common Stock | Self | Sell | $15K–$50K | Apr 23, 2026 | Apr 30, 2026 | 7d | +6.7% | +0.5% | |
| AAPLApple Inc. | Self | Sell (Partial) | $1K–$15K | Jul 22, 2020 | Nov 9, 2020 | 110d late | +247.8% | +117.7% | |
| AAPLApple Inc. | Self | Sell (Partial) | $15K–$50K | Oct 9, 2020 | Nov 9, 2020 | 31d | +189.2% | +72.4% | |
| ATVIActivision Blizzard, Inc | Self | Sell (Partial) | $15K–$50K | Dec 3, 2019 | Jan 24, 2020 | 52d late | – | – | |
| ATVIActivision Blizzard, Inc | Self | Sell (Partial) | $15K–$50K | Jan 21, 2020 | Jan 24, 2020 | 3d | – | – | |
| AAPLApple Inc. | Self | Sell (Partial) | $15K–$50K | Jul 31, 2019 | Jan 24, 2020 | 177d late | +535.2% | +382.3% | |
| AAPLApple Inc. | Self | Sell (Partial) | $1K–$15K | Sep 3, 2019 | Jan 24, 2020 | 143d late | +558.0% | +399.3% | |
| AAPLApple Inc. | Self | Sell (Partial) | $15K–$50K | Oct 14, 2019 | Jan 24, 2020 | 102d late | +473.7% | +319.6% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Lloyd Smucker (R-PA-11), a current Republican member of the House, has disclosed 31 trades since 2017: 0 purchases worth about $0.00 and 31 sales worth about $943.02K, in 12 stocks. Most traded: AAPL, UNH, ATVI. As a portfolio, their stock holdings and trades returned +335.2% from Aug 2018, against +164.9% for the S&P 500. Trades took a median 36 days to be disclosed; 15 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Lloyd Smucker still holds 1 stock; the largest are AAPL (about $36.06K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +335.2% from August 2018 to November 2026, against +164.9% for the S&P 500, with a largest fall of -36.2%. 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 36 days to be disclosed. 15 of 31 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.