Michael C. Burgess (R-TX-26), a former Republican member of the House, has disclosed 136 trades since 2013: 43 purchases worth about $1.10M and 92 sales worth about $1.83M, in 35 stocks. Most traded: SYK, BX, ILMN. As a portfolio, their stock holdings and trades returned +115.0% from Aug 2014, against +205.3% for the S&P 500. Trades took a median 20 days to be disclosed; 1 came late.
Michael C. Burgess’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since August 2014: +115.0%, against +205.3% for SPY; the largest fall on the way was -40.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael C. Burgess | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael C. Burgess | Nov 2023 | +11.4% | +35.9% | -24.4% | +9.8% | -15.3% | 0.73 | 0.74 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael C. Burgess | Nov 2021 | +3.0% | +26.8% | -23.8% | +0.9% | -25.4% | 0.15 | 0.88 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael C. Burgess | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael C. Burgess | Aug 2014 | +115.0% | +205.3% | -90.3% | +7.6% | -40.8% | 0.46 | 0.99 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SYKStryker Corp | Healthcare | Closed | – | – | 25 | 1 | 24 | $8.00K | $550.51K | -72.8% | Mar 17, 2023 |
| BXBlackstone Inc. | Financial Services | Closed | – | – | 12 | 4 | 8 | $130.00K | $186.50K | -53.8% | Jan 12, 2024 |
| ILMNIllumina, Inc. | Healthcare | Closed | – | – | 11 | 3 | 8 | $73.00K | $113.00K | +12.2% | Sep 3, 2024 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 6 | 2 | 4 | $65.00K | $81.00K | +29.6% | Aug 14, 2023 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 6 | 2 | 4 | $40.50K | $81.00K | +1.6% | Sep 15, 2023 |
| UPSUnited Parcel Service Inc | Industrials | Closed | – | – | 8 | 4 | 4 | $81.00K | $32.00K | -100.0% | Jul 22, 2024 |
| BRK-BBerkshire Hathaway Inc | Financial Services | Closed | – | – | 4 | 2 | 2 | $40.50K | $65.00K | +0.3% | Aug 14, 2023 |
| BBYBest Buy Co Inc | Consumer Discretionary | Closed | – | – | 3 | 1 | 2 | $32.50K | $65.00K | -42.1% | Feb 26, 2024 |
| CICigna Group | Healthcare | Closed | – | – | 3 | 1 | 2 | $32.50K | $65.00K | -89.2% | Jul 21, 2023 |
| PANWPalo Alto Networks Inc | Technology | Closed | – | – | 3 | 1 | 2 | $32.50K | $65.00K | +72.3% | Feb 9, 2024 |
| VLOValero Energy Corp/Tx | Energy | Closed | – | – | 3 | 1 | 2 | $32.50K | $65.00K | +147.3% | Jan 12, 2024 |
| RYRoyal Bank Of Canada | Financial Services | Closed | – | – | 6 | 3 | 3 | $48.50K | $48.50K | +47.9% | Jul 25, 2024 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 5 | 2 | 3 | $40.50K | $48.50K | -78.7% | Jan 20, 2023 |
| ABBVAbbVie Inc. | Healthcare | Closed | – | – | 5 | 1 | 3 | $32.50K | $48.50K | +39.4% | Apr 10, 2024 |
| AAPAdvance Auto Parts Inc | Consumer Discretionary | Closed | – | – | 4 | 2 | 2 | $65.00K | $16.00K | -155.2% | Feb 24, 2023 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ILMNIllumina, Inc. - Common Stock | Self | Sell | $15K–$50K | Aug 30, 2024 | Oct 1, 2024 | 32d | +72.4% | +39.0% | |
| ILMNIllumina, Inc. - Common Stock | Spouse | Sell | $15K–$50K | Sep 3, 2024 | Sep 24, 2024 | 21d | +73.9% | +37.7% | |
| RYRoyal Bank Of Canada Common Stock | Spouse | Sell | $15K–$50K | Jul 25, 2024 | Aug 12, 2024 | 18d | +86.6% | +46.9% | |
| RYRoyal Bank Of Canada Common Stock | Spouse | Sell (Partial) | $1K–$15K | Jul 16, 2024 | Jul 31, 2024 | 15d | +85.0% | +51.9% | |
| RYRoyal Bank Of Canada Common Stock | Self | Buy | $1K–$15K | Jul 16, 2024 | Jul 31, 2024 | 15d | +85.0% | +51.9% | |
| UPSUnited Parcel Service, Inc. Common Stock | Spouse | Sell | $1K–$15K | Jul 22, 2024 | Jul 31, 2024 | 9d | -24.4% | -60.0% | |
| ABBVAbbVie Inc. Common Stock | Self | Sell (Partial) | $1K–$15K | Apr 10, 2024 | May 2, 2024 | 22d | +70.9% | +24.6% | |
| IBMInternational Business Machines Corporation Common Stock | Self | Sell (Partial) | $1K–$15K | Apr 10, 2024 | May 2, 2024 | 22d | +35.8% | -10.5% | |
| ITIPiShares International Inflation-Linked Bond ETFETF | Self | Sell (Partial) | $1K–$15K | Apr 10, 2024 | May 2, 2024 | 22d | – | – | |
| MRKMerck & Company, Inc. Common Stock | Self | Sell (Partial) | $1K–$15K | Apr 10, 2024 | May 2, 2024 | 22d | +17.2% | -29.1% | |
| XOMExxon Mobil Corporation Common Stock | Spouse | Sell | $15K–$50K | Mar 11, 2024 | Apr 10, 2024 | 30d | +64.9% | +17.8% | |
| ILMNIllumina, Inc. - Common Stock | Spouse | Sell (Partial) | $1K–$15K | Mar 11, 2024 | Apr 10, 2024 | 30d | +67.5% | +20.4% | |
| ILMNIllumina, Inc. - Common Stock | Self | Sell (Partial) | $1K–$15K | Mar 11, 2024 | Mar 22, 2024 | 11d | +67.5% | +20.4% | |
| WBAWalgreens Boots Alliance, Inc. - Common Stock | Self | Sell (Partial) | $1K–$15K | Mar 1, 2024 | Mar 22, 2024 | 21d | – | – | |
| BBYBest Buy Co., Inc. Common Stock | Self | Sell | $15K–$50K | Feb 23, 2024 | Mar 7, 2024 | 13d | +26.0% | -22.1% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Michael C. Burgess (R-TX-26), a former Republican member of the House, has disclosed 136 trades since 2013: 43 purchases worth about $1.10M and 92 sales worth about $1.83M, in 35 stocks. Most traded: SYK, BX, ILMN. As a portfolio, their stock holdings and trades returned +115.0% from Aug 2014, against +205.3% for the S&P 500. Trades took a median 20 days to be disclosed; 1 came late.
As a portfolio, their stock holdings and trades returned +115.0% from August 2014 to November 2026, against +205.3% for the S&P 500, with a largest fall of -40.8%. 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 20 days to be disclosed. 1 of 136 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.