Mike Kelly (R-PA-16), a current Republican member of the House, has disclosed 585 trades since 2012: 285 purchases worth about $8.32M and 297 sales worth about $9.57M, in 164 stocks. Most traded: KDP, CSCO, CTAS. As a portfolio, their stock holdings and trades returned +254.5% from Nov 2013, against +326.7% for the S&P 500. Trades took a median 32 days to be disclosed; 114 came late.
Mike Kelly’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since November 2013: +254.5%, against +326.7% for SPY; the largest fall on the way was -40.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Kelly | Nov 2025 | +12.2% | +10.1% | +2.1% | – | -13.8% | 0.90 | 0.67 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Kelly | Nov 2023 | +54.9% | +72.6% | -17.7% | +15.8% | -15.3% | 1.12 | 0.71 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Kelly | Nov 2021 | +42.1% | +61.1% | -19.0% | +7.3% | -21.9% | 0.52 | 0.83 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Kelly | Jan 2026 | +6.7% | +10.1% | -3.4% | – | -13.8% | 0.62 | 0.65 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Kelly | Nov 2013 | +254.5% | +326.7% | -72.2% | +10.2% | -40.1% | 0.63 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Technology | $76.55K | 11.3% | +2.1% | 5 | 4 | 1 | $32.00K | $8.00K | +702.5% | Dec 19, 2017 |
| JPMJpmorgan Chase & Co | Financial Services | $70.38K | 10.4% | -6.2% | 2 | 1 | 1 | $8.00K | $8.00K | +183.9% | Dec 19, 2017 |
| CLFCleveland-Cliffs Inc. | Basic Materials | $38.17K | 5.6% | +17.4% | 2 | 1 | 1 | $75.00K | $75.00K | -81.0% | Mar 28, 2024 |
| AAPLApple Inc. | Technology | $36.02K | 5.3% | +10.8% | 2 | 1 | 1 | $8.00K | $8.00K | +655.9% | Dec 19, 2017 |
| PEPPepsico Inc | Consumer Staples | $32.45K | 4.8% | -0.1% | 1 | 0 | 1 | $0.00 | $32.50K | – | Jul 17, 2026 |
| ABTAbbott Laboratories | Healthcare | $32.21K | 4.8% | -0.9% | 3 | 1 | 2 | $8.00K | $16.00K | -78.5% | Jul 17, 2026 |
| BMYBristol Myers Squibb Co | Healthcare | $31.69K | 4.7% | -2.5% | 2 | 1 | 1 | $8.00K | $32.50K | -154.7% | May 7, 2026 |
| TROWPrice T Rowe Group Inc | Financial Services | $30.91K | 4.6% | -4.9% | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 11, 2019 |
| CSCOCisco Systems, Inc. | Technology | $29.10K | 4.3% | -10.5% | 6 | 4 | 2 | $32.00K | $16.00K | +1.8% | Apr 26, 2018 |
| GOOGLAlphabet Inc. | Technology | $26.18K | 3.9% | -19.5% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 5, 2014 |
| PGPROCTER & GAMBLE Co | Consumer Staples | $9.07K | 1.3% | +13.4% | 1 | 1 | 0 | $8.00K | $0.00 | -113.9% | Dec 13, 2018 |
| DISWalt Disney Co | Communication Services | $8.64K | 1.3% | +8.0% | 3 | 2 | 1 | $16.00K | $8.00K | -269.1% | Jul 17, 2026 |
| CMCSAComcast Corp | Communication Services | $7.29K | 1.1% | -8.8% | 3 | 1 | 2 | $8.00K | $16.00K | -286.2% | May 7, 2026 |
| ATMPBarclays Bank Plc | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $175.00K | – | Nov 25, 2014 |
| GLDSpdr Gold Trust | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $175.00K | – | Nov 25, 2014 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Black Belt Energy Gas Dist AL 1 Rev Call 5% due 10/1/32Bond | Spouse | Buy | $15K–$50K | Sep 18, 2026 | Oct 14, 2026 | 26d | – | – | |
| California Cmnty Choice Fing A Sustainabl 5% due 9/1/36Bond | Spouse | Buy | $50K–$100K | Sep 16, 2026 | Oct 14, 2026 | 28d | – | – | |
| Mississippi St Ref Go P/R 10/1/27 5% due 10/1/31Bond | Spouse | Sell | $50K–$100K | Aug 17, 2026 | Sep 8, 2026 | 22d | – | – | |
| New Jersey St 19 GO Emer Go 5% due 6/1/28Bond | Spouse | Sell | $50K–$100K | Aug 28, 2026 | Sep 8, 2026 | 11d | – | – | |
| ABTAbbott Laboratories Common Stock | Spouse | Sell | $1K–$15K | Jul 17, 2026 | Aug 12, 2026 | 26d | +9.5% | +8.3% | |
| California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034%Bond | Spouse | Buy | $50K–$100K | Jul 17, 2025 | Aug 12, 2026 | 391d late | – | – | |
| Florida St Hsg Fin Corp Rev 3% due 7/1/52Bond | Spouse | Sell (Partial) | $1K–$15K | Jul 1, 2026 | Aug 12, 2026 | 42d | – | – | |
| PEPPepsico, Inc. | Spouse | Sell | $15K–$50K | Jul 17, 2026 | Aug 12, 2026 | 26d | +2.4% | +1.2% | |
| DISWalt Disney Company | Spouse | Sell | $1K–$15K | Jul 17, 2026 | Aug 12, 2026 | 26d | +15.8% | +14.6% | |
| California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034%Bond | Spouse | Buy | $50K–$100K | Jul 17, 2026 | Aug 12, 2026 | 26d | – | – | |
| California St Go Call 12/1/27 4% due 12/1/47Bond | Spouse | Sell | $1K–$15K | Jun 1, 2026 | Jul 8, 2026 | 37d | – | – | |
| BMYBristol-Myers Squibb Company Common Stock | Spouse | Sell | $15K–$50K | May 7, 2026 | Jun 11, 2026 | 35d | +12.1% | +9.2% | |
| CMCSAComcast Corporation - Class A Common Stock | Spouse | Sell | $1K–$15K | May 7, 2026 | Jun 11, 2026 | 35d | -9.0% | -11.8% | |
| Southeast Energy Authority A C Ser E Rev Call 7/1/30 - 5% due 10/1/30Bond | Spouse | Buy | $15K–$50K | May 27, 2026 | Jun 11, 2026 | 15d | – | – | |
| Colorado St Hlth Facs Auth Rev RBond | Spouse | Buy | $50K–$100K | Apr 8, 2026 | May 20, 2026 | 42d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Mike Kelly (R-PA-16), a current Republican member of the House, has disclosed 585 trades since 2012: 285 purchases worth about $8.32M and 297 sales worth about $9.57M, in 164 stocks. Most traded: KDP, CSCO, CTAS. As a portfolio, their stock holdings and trades returned +254.5% from Nov 2013, against +326.7% for the S&P 500. Trades took a median 32 days to be disclosed; 114 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Mike Kelly still holds 13 stocks; the largest are MSFT (about $76.55K), JPM (about $70.38K), CLF (about $38.17K), AAPL (about $36.02K), PEP (about $32.45K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +254.5% from November 2013 to November 2026, against +326.7% for the S&P 500, with a largest fall of -40.1%. 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 32 days to be disclosed. 114 of 585 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.