Pat Fallon (R-TX-4), a current Republican member of the House, has disclosed 191 trades since 2021: 67 purchases worth about $11.14M and 124 sales worth about $8.64M, in 23 stocks. Most traded: CVX, AAL, FDX. As a portfolio, their stock holdings and trades returned +15.5% from Jan 2021, against +98.7% for the S&P 500. Trades took a median 295 days to be disclosed; 157 came late.
Pat Fallon’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2021: +15.5%, against +98.7% for SPY; the largest fall on the way was -41.9%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Pat Fallon | Nov 2025 | +24.2% | +10.1% | +14.2% | – | -17.1% | 1.14 | 1.03 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Pat Fallon | Nov 2023 | +61.0% | +72.6% | -11.7% | +17.3% | -30.0% | 0.82 | 1.08 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Pat Fallon | Nov 2021 | +1.5% | +61.1% | -59.6% | +0.3% | -41.9% | 0.13 | 1.10 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Pat Fallon | Jan 2026 | +11.2% | +10.1% | +1.1% | – | -17.1% | 0.70 | 1.05 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Pat Fallon | Jan 2021 | +15.5% | +98.7% | -83.2% | +2.5% | -41.9% | 0.22 | 1.10 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LUVSouthwest Airlines Co | Industrials | $367.56K | 20.5% | -2.0% | 7 | 3 | 4 | $525.00K | $32.00K | -89.1% | Nov 19, 2021 |
| FDXFedex Corp | Industrials | $351.79K | 19.6% | -6.2% | 16 | 5 | 11 | $1.28M | $822.01K | -45.6% | Oct 4, 2021 |
| DISWalt Disney Co | Communication Services | $188.93K | 10.6% | +8.0% | 8 | 3 | 5 | $258.00K | $40.00K | -122.1% | Oct 4, 2021 |
| MSFTMicrosoft Corp | Technology | $178.61K | 10.0% | +2.1% | 11 | 3 | 8 | $1.50M | $1.36M | +27.0% | Jun 21, 2021 |
| PYPLPayPal Holdings, Inc. | Technology | $169.77K | 9.5% | -3.0% | 11 | 5 | 6 | $975.00K | $582.00K | -148.7% | Nov 19, 2021 |
| AALAmerican Airlines Group Inc. | Industrials | $151.99K | 8.5% | -13.1% | 17 | 4 | 13 | $600.00K | $438.01K | -127.0% | Oct 4, 2021 |
| BABoeing Co | Industrials | $57.12K | 3.2% | -23.8% | 12 | 3 | 9 | $525.00K | $430.50K | -114.7% | Oct 4, 2021 |
| XYZBlock, Inc. | Technology | $30.15K | 1.7% | -7.2% | 2 | 1 | 1 | $175.00K | $8.00K | -141.4% | Oct 4, 2021 |
| AAPLApple Inc. | Technology | Closed | – | – | 14 | 4 | 10 | $1.48M | $1.58M | +71.6% | Jul 19, 2021 |
| CVXChevron Corp | Energy | Closed | – | – | 18 | 5 | 13 | $775.00K | $839.01K | +39.1% | Oct 18, 2021 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 12 | 4 | 8 | $757.50K | $622.50K | -104.6% | Jan 7, 2022 |
| METAMeta Platforms, Inc. | Technology | Closed | – | – | 7 | 3 | 4 | $582.50K | $566.00K | +23.4% | May 24, 2021 |
| CRWDCrowdStrike Holdings, Inc. | Technology | Closed | – | – | 11 | 7 | 4 | $414.50K | $366.00K | +213.3% | Oct 18, 2021 |
| DEDeere & Co | Industrials | Closed | – | – | 6 | 2 | 4 | $350.00K | $199.00K | +6.1% | Aug 25, 2021 |
| CATCaterpillar Inc | Industrials | Closed | – | – | 4 | 1 | 3 | $175.00K | $191.00K | +87.0% | May 24, 2021 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| TWTRTwitter, Inc. | Self | Sell | $50K–$100K | Oct 31, 2022 | Dec 1, 2022 | 31d | – | – | |
| AMZNAmazon.com, Inc.Option | Self | Sell | $1K–$15K | Jan 19, 2021 | May 14, 2022 | 480d late | – | – | |
| AMZNAmazon.com, Inc.Option | Self | Sell | $1K–$15K | Oct 4, 2021 | May 14, 2022 | 222d late | – | – | |
| LUVSouthwest Airlines CompanyOption | Self | Sell | $1K–$15K | Aug 10, 2021 | May 14, 2022 | 277d late | – | – | |
| LUVSouthwest Airlines CompanyOption | Self | Sell | $1K–$15K | Oct 4, 2021 | May 14, 2022 | 222d late | – | – | |
| XYZSquare, Inc. Class A (SQ)Option | Self | Sell | $1K–$15K | Oct 4, 2021 | May 14, 2022 | 222d late | – | – | |
| TWTRTwitter, Inc.Option | Self | Sell | $1K–$15K | Oct 4, 2021 | May 14, 2022 | 222d late | – | – | |
| TWTRTwitter, Inc.Option | Self | Buy | $1K–$15K | Nov 19, 2021 | May 14, 2022 | 176d late | – | – | |
| TWTRTwitter, Inc.Option | Self | Sell | $1K–$15K | Nov 19, 2021 | May 14, 2022 | 176d late | – | – | |
| UNHUnitedHealth Group Incorporated Common Stock | Self | Sell | $100K–$250K | Apr 19, 2021 | May 14, 2022 | 390d late | +2.7% | -78.4% | |
| UNHUnitedHealth Group Incorporated Common StockOption | Self | Sell | $1K–$15K | Apr 5, 2021 | May 14, 2022 | 404d late | – | – | |
| VZVerizon Communications Inc.Option | Self | Sell | $1K–$15K | Mar 23, 2021 | May 14, 2022 | 417d late | – | – | |
| VZVerizon Communications Inc. | Self | Sell | $100K–$250K | Apr 7, 2021 | May 14, 2022 | 402d late | -23.6% | -108.6% | |
| AMZNAmazon.com, Inc.Option | Self | Sell | $1K–$15K | Oct 26, 2021 | May 14, 2022 | 200d late | – | – | |
| VZVerizon Communications Inc. | Self | Sell | $15K–$50K | Apr 8, 2021 | May 14, 2022 | 401d late | -21.7% | -105.9% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Pat Fallon (R-TX-4), a current Republican member of the House, has disclosed 191 trades since 2021: 67 purchases worth about $11.14M and 124 sales worth about $8.64M, in 23 stocks. Most traded: CVX, AAL, FDX. As a portfolio, their stock holdings and trades returned +15.5% from Jan 2021, against +98.7% for the S&P 500. Trades took a median 295 days to be disclosed; 157 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Pat Fallon still holds 8 stocks; the largest are LUV (about $367.56K), FDX (about $351.79K), DIS (about $188.93K), MSFT (about $178.61K), PYPL (about $169.77K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +15.5% from January 2021 to November 2026, against +98.7% for the S&P 500, with a largest fall of -41.9%. 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 295 days to be disclosed. 157 of 191 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.