Mo Brooks (R-AL-5), a former Republican member of the House, has disclosed 155 trades since 2014: 82 purchases worth about $1.31M and 73 sales worth about $1.03M, in 41 stocks. Most traded: LEE, APT, DUK. As a portfolio, their stock holdings and trades returned +127.2% from May 2014, against +101.4% for the S&P 500. Trades took a median 17 days to be disclosed; 24 came late.
Mo Brooks’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2014: +127.2%, against +101.4% for SPY; the largest fall on the way was -39.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mo Brooks | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mo Brooks | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mo Brooks | Nov 2021 | -2.7% | -18.4% | +15.7% | -2.4% | -19.9% | -0.03 | 0.69 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mo Brooks | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mo Brooks | May 2014 | +127.2% | +101.4% | +25.8% | +10.0% | -39.5% | 0.63 | 0.62 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LEELEE ENTERPRISES, Inc | Communication Services | Closed | – | – | 15 | 10 | 5 | $129.01K | $64.50K | -251.9% | Jan 22, 2021 |
| DUKDuke Energy CORP | Utilities | Closed | – | – | 8 | 8 | 0 | $186.50K | $0.00 | -122.9% | Jan 22, 2021 |
| BRK-BBerkshire Hathaway Inc | Financial Services | Closed | – | – | 5 | 5 | 0 | $138.00K | $0.00 | +8.6% | Mar 24, 2021 |
| DDominion Energy, Inc | Utilities | Closed | – | – | 4 | 4 | 0 | $130.00K | $0.00 | -143.5% | Sep 29, 2021 |
| APTAlpha Pro Tech Ltd | Industrials | Closed | – | – | 13 | 8 | 5 | $64.00K | $40.00K | -136.2% | Aug 5, 2019 |
| MARMarriott International Inc /Md/ | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | +252.1% | Apr 29, 2020 |
| TCXTucows Inc /Pa/ | Technology | Closed | – | – | 5 | 3 | 2 | $24.00K | $40.50K | -316.2% | Jan 9, 2018 |
| PFEPfizer Inc | Healthcare | Closed | – | – | 4 | 3 | 1 | $24.00K | $32.50K | -159.1% | Aug 16, 2021 |
| TFCTruist Financial Corp | Financial Services | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Feb 8, 2021 |
| BACBank Of America Corp /De/ | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Oct 28, 2020 |
| SANMSanmina Corp | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jan 15, 2020 |
| TAt&T Inc. | Communication Services | Closed | – | – | 4 | 2 | 2 | $16.00K | $16.00K | -168.5% | Oct 12, 2021 |
| ACCSACCESS Newswire Inc. | Technology | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | -297.1% | Dec 14, 2016 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 3 | 0 | 3 | $0.00 | $24.00K | – | Jul 22, 2022 |
| WFCWells Fargo & Company/Mn | Financial Services | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | -166.1% | Jan 2, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Arlington TX Higher Ed FinBond | Joint | Buy | $1K–$15K | Dec 8, 2022 | Dec 31, 2022 | 23d | – | – | |
| Duke Energy Corp FxdBond | Joint | Buy | $1K–$15K | Aug 30, 2022 | Dec 31, 2022 | 123d late | – | – | |
| U. S. Treasury NoteBond | Joint | Buy | $50K–$100K | Nov 29, 2022 | Dec 31, 2022 | 32d | – | – | |
| AATCAutoscope Technologies Corporation | Joint | Buy | $1K–$15K | Jul 22, 2022 | Aug 17, 2022 | 26d | +14.0% | -76.4% | |
| VZVerizon Communications Inc. | Joint | Sell | $1K–$15K | Jul 22, 2022 | Aug 17, 2022 | 26d | +1.4% | -89.0% | |
| Duke Energy Corp Fxd to 09/20/24Bond | Joint | Buy | $1K–$15K | Jun 22, 2022 | Jul 19, 2022 | 27d | – | – | |
| Nisource Inc. Fxd to 062023Bond | Joint | Buy | $1K–$15K | Jul 13, 2022 | Jul 19, 2022 | 6d | – | – | |
| Duke Energy Corp Fxd to 092024Bond | Joint | Buy | $1K–$15K | Jun 3, 2022 | Jun 12, 2022 | 9d | – | – | |
| TAT&T Inc. | Joint | Sell | $1K–$15K | Oct 12, 2021 | May 11, 2022 | 211d late | +11.6% | -61.8% | |
| VZVerizon Communications Inc. | Joint | Sell (Partial) | $1K–$15K | Apr 11, 2022 | Apr 26, 2022 | 15d | -16.4% | -87.3% | |
| Duke Energy Corp Fxd to 092024VAR thraftr 4.8750%Bond | Joint | Buy | $1K–$15K | Mar 18, 2022 | Mar 21, 2022 | 3d | – | – | |
| TAT&T Inc. | Joint | Buy | $1K–$15K | Oct 12, 2021 | Oct 14, 2021 | 2d | +11.6% | -61.8% | |
| DDominion Energy, Inc. | Joint | Buy | $15K–$50K | Sep 29, 2021 | Oct 14, 2021 | 15d | -8.9% | -82.0% | |
| PFEPfizer, Inc. | Joint | Sell | $15K–$50K | Aug 16, 2021 | Oct 14, 2021 | 59d late | -37.2% | -105.5% | |
| Baldwin Cnty Ala Pub Bldg Authbuildg RE OIDBond | Joint | Buy | $15K–$50K | Jul 16, 2021 | Aug 6, 2021 | 21d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Mo Brooks (R-AL-5), a former Republican member of the House, has disclosed 155 trades since 2014: 82 purchases worth about $1.31M and 73 sales worth about $1.03M, in 41 stocks. Most traded: LEE, APT, DUK. As a portfolio, their stock holdings and trades returned +127.2% from May 2014, against +101.4% for the S&P 500. Trades took a median 17 days to be disclosed; 24 came late.
As a portfolio, their stock holdings and trades returned +127.2% from May 2014 to November 2026, against +101.4% for the S&P 500, with a largest fall of -39.5%. 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 17 days to be disclosed. 24 of 155 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.