Mike Garcia (R-CA-27), a former Republican member of the House, has disclosed 57 trades since 2020: 25 purchases worth about $2.05M and 32 sales worth about $996.02K, in 15 stocks. Most traded: TSLA, FAS, AAL. As a portfolio, their stock holdings and trades returned +62.1% from Jul 2020, against +86.4% for the S&P 500. Trades took a median 12 days to be disclosed; 4 came late.
Mike Garcia’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2020: +62.1%, against +86.4% for SPY; the largest fall on the way was -68.4%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Garcia | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Garcia | Nov 2023 | -10.7% | +35.9% | -46.6% | -9.3% | -17.0% | -0.64 | 0.42 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Garcia | Nov 2021 | -31.2% | +26.8% | -58.0% | -11.2% | -68.4% | -0.08 | 1.05 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Garcia | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Garcia | Jul 2020 | +62.1% | +86.4% | -24.3% | +11.4% | -68.4% | 0.47 | 1.01 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Consumer Discretionary | Closed | – | – | 20 | 9 | 11 | $310.50K | $393.51K | +17.3% | Jun 12, 2023 |
| FASDirexion Daily Financial Bull 3X Shares | – | Closed | – | – | 6 | 2 | 4 | $40.50K | $105.50K | +289.1% | Nov 11, 2020 |
| AALAmerican Airlines Group Inc. | Industrials | Closed | – | – | 4 | 2 | 2 | $65.00K | $65.00K | -116.5% | Dec 10, 2020 |
| BABoeing Co | Industrials | Closed | – | – | 4 | 0 | 4 | $0.00 | $105.50K | – | Nov 13, 2020 |
| VXXBarclays Bank Plc | Financial Services | Closed | – | – | 4 | 3 | 1 | $48.50K | $32.50K | -184.5% | Jul 12, 2021 |
| TXTTextron Inc | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Jul 12, 2022 |
| AAPLApple Inc. | Technology | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | +86.7% | Dec 10, 2020 |
| GLDSpdr Gold Trust | Financial Services | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | +40.1% | Jun 8, 2023 |
| USOUnited States Oil Fund, LP | Financial Services | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | +378.7% | Dec 11, 2020 |
| UBERUber Technologies, Inc | Technology | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Nov 5, 2020 |
| SBUXStarbucks Corp | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jun 16, 2020 |
| UBSUBS Group AG | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Nov 9, 2020 |
| AMCAmc Entertainment Holdings, Inc. | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 12, 2022 |
| GMEGameStop Corp. | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -130.4% | Jun 21, 2021 |
| OIHVanEck Oil Services ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 18, 2020 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| 3 Month USG BondBond | Self | Buy | $250K–$500K | Jul 30, 2024 | Aug 9, 2024 | 10d | – | – | |
| 3 Month BondBond | Self | Buy | $250K–$500K | Mar 8, 2024 | Mar 12, 2024 | 4d | – | – | |
| 3 month USG bondBond | Self | Buy | $250K–$500K | Dec 4, 2023 | Dec 7, 2023 | 3d | – | – | |
| 3 Month T bondBond | Self | Buy | $100K–$250K | Aug 17, 2023 | Aug 17, 2023 | 0d | – | – | |
| 6 Month BondBond | Self | Buy | $100K–$250K | Aug 17, 2023 | Aug 17, 2023 | 0d | – | – | |
| GLDSPDR Gold TrustETF | Self | Sell | $15K–$50K | Jun 8, 2023 | Jun 20, 2023 | 12d | +98.1% | +22.8% | |
| TSLATesla, Inc. | Self | Sell (Partial) | $15K–$50K | Jun 8, 2023 | Jun 20, 2023 | 12d | +71.9% | -3.3% | |
| TSLATesla, Inc. | Self | Sell | $50K–$100K | Jun 12, 2023 | Jun 20, 2023 | 8d | +61.6% | -11.7% | |
| TSLATesla, Inc. | Self | Sell | $15K–$50K | Dec 20, 2022 | Jan 26, 2023 | 37d | +193.0% | +95.4% | |
| TSLATesla, Inc. | Self | Buy | $50K–$100K | Sep 29, 2022 | Oct 25, 2022 | 26d | +50.6% | -56.8% | |
| TXTTextron Inc. | Self | Sell (Partial) | $50K–$100K | Jul 12, 2022 | Aug 23, 2022 | 42d | +45.4% | -52.1% | |
| AMCAMC Entertainment Holdings, Inc. Class A | Self | Sell | $1K–$15K | Aug 12, 2022 | Aug 23, 2022 | 11d | -98.7% | -174.8% | |
| TSLATesla, Inc. | Self | Buy | $15K–$50K | Jan 25, 2022 | Feb 23, 2022 | 29d | +31.9% | -41.2% | |
| TSLATesla, Inc. | Self | Buy | $15K–$50K | Feb 23, 2022 | Feb 23, 2022 | 0d | +58.6% | -19.7% | |
| TSLATesla, Inc. | Self | Sell (Partial) | $15K–$50K | Oct 4, 2021 | Oct 26, 2021 | 22d | +55.0% | -20.5% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Mike Garcia (R-CA-27), a former Republican member of the House, has disclosed 57 trades since 2020: 25 purchases worth about $2.05M and 32 sales worth about $996.02K, in 15 stocks. Most traded: TSLA, FAS, AAL. As a portfolio, their stock holdings and trades returned +62.1% from Jul 2020, against +86.4% for the S&P 500. Trades took a median 12 days to be disclosed; 4 came late.
As a portfolio, their stock holdings and trades returned +62.1% from July 2020 to November 2026, against +86.4% for the S&P 500, with a largest fall of -68.4%. 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 12 days to be disclosed. 4 of 57 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.