Raúl M. Grijalva (D-AZ-3), a former Democratic member of the House, has disclosed 172 trades since 2013: 79 purchases worth about $632.04K and 93 sales worth about $744.05K, in 78 stocks. Most traded: HQL, AXP, HD. As a portfolio, their stock holdings and trades returned +63.6% from Jan 2013, against +278.9% for the S&P 500. Trades took a median 20 days to be disclosed; 9 came late.
Raúl M. Grijalva’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2013: +63.6%, against +278.9% for SPY; the largest fall on the way was -44.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Raúl M. Grijalva | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Raúl M. Grijalva | Nov 2023 | -14.6% | +26.6% | -41.2% | -11.0% | -28.5% | -0.49 | 1.05 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Raúl M. Grijalva | Nov 2021 | -43.9% | +18.1% | -62.0% | -15.8% | -44.5% | -0.64 | 1.11 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Raúl M. Grijalva | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Raúl M. Grijalva | Jan 2013 | +63.6% | +278.9% | -215.3% | +4.1% | -44.5% | 0.31 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HQLabrdn Life Sciences Investors | – | Closed | – | – | 6 | 4 | 2 | $32.00K | $16.00K | -307.3% | Sep 19, 2016 |
| AXPAmerican Express Co | Financial Services | Closed | – | – | 5 | 1 | 4 | $8.00K | $32.00K | +52.6% | Jan 13, 2016 |
| HDHome Depot, Inc. | Consumer Discretionary | Closed | – | – | 5 | 1 | 4 | $8.00K | $32.00K | -51.3% | May 20, 2016 |
| RTXRTX Corp | Industrials | Closed | – | – | 5 | 2 | 3 | $16.00K | $24.00K | -59.9% | Sep 19, 2016 |
| AAPLApple Inc. | Technology | Closed | – | – | 4 | 2 | 2 | $16.00K | $16.00K | +1,229.6% | Sep 19, 2016 |
| GILDGilead Sciences, Inc. | Healthcare | Closed | – | – | 4 | 2 | 2 | $16.00K | $16.00K | -193.3% | May 20, 2016 |
| MYLMYLAN INC. | Healthcare | Closed | – | – | 4 | 2 | 2 | $16.00K | $16.00K | – | Sep 19, 2016 |
| AMGNAmgen Inc | Healthcare | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | +13.6% | May 11, 2015 |
| BPAQFBp Plc | Energy | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | -297.0% | Jul 30, 2014 |
| BTOJohn Hancock Financial Opportunities Fund | – | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | -203.9% | Sep 19, 2016 |
| IBMInternational Business Machines Corp | Technology | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | -186.6% | Sep 19, 2016 |
| INTCIntel Corp | Technology | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | -182.5% | May 13, 2015 |
| JDDNuveen Diversified Dividend And Income Fund Shares of Beneficial Interest | – | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | – | Sep 15, 2015 |
| MCHPMicrochip Technology Inc | Technology | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | -28.0% | Sep 19, 2016 |
| PETMPETSMART INC | – | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | – | Jan 27, 2015 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| CBOECboe Global Markets, Inc. | Spouse | Sell | $1K–$15K | Dec 17, 2021 | Dec 20, 2021 | 3d | +172.8% | +109.3% | |
| CBOECboe Global Markets, Inc. | Spouse | Buy | $1K–$15K | Nov 24, 2021 | Dec 15, 2021 | 21d | +167.2% | +107.0% | |
| GLDSPDR Gold TrustETF | Spouse | Buy | $1K–$15K | May 14, 2020 | Jul 22, 2021 | 434d late | +121.8% | -42.1% | |
| GLDSPDR Gold TrustETF | Spouse | Sell | $1K–$15K | Aug 25, 2020 | Jul 22, 2021 | 331d late | +99.5% | -19.1% | |
| FVDFirst Trust Vl Dividend | Spouse | Buy | $1K–$15K | Sep 20, 2016 | Oct 5, 2016 | 15d | +91.1% | -161.3% | |
| SPYSPDR S&P 500ETF | Spouse | Buy | $1K–$15K | Sep 20, 2016 | Oct 5, 2016 | 15d | +252.4% | 0.0% | |
| VOTVanguard Mid-CAp Growth ETF - DNQETF | Spouse | Buy | $1K–$15K | Sep 20, 2016 | Oct 5, 2016 | 15d | +175.0% | -77.4% | |
| AAPLApple Inc. | Spouse | Sell | $1K–$15K | Sep 19, 2016 | Sep 28, 2016 | 9d | +1,091.3% | +838.8% | |
| MCHPMicrochip Technology Incorporated | Spouse | Sell | $1K–$15K | Sep 19, 2016 | Sep 28, 2016 | 9d | +151.2% | -101.3% | |
| MSFTMicrosoft Corporation | Spouse | Sell | $1K–$15K | Sep 19, 2016 | Sep 28, 2016 | 9d | +790.8% | +538.3% | |
| MYLMylan N.V. | Spouse | Sell | $1K–$15K | Sep 19, 2016 | Sep 28, 2016 | 9d | – | – | |
| PEPPepsico, Inc. | Spouse | Sell | $1K–$15K | Sep 19, 2016 | Sep 28, 2016 | 9d | +32.9% | -219.6% | |
| PFEPfizer, Inc. | Spouse | Sell | $1K–$15K | Sep 19, 2016 | Sep 28, 2016 | 9d | -3.8% | -256.3% | |
| SKXSkechers U.s.a., Inc. | Spouse | Sell | $1K–$15K | Sep 19, 2016 | Sep 28, 2016 | 9d | – | – | |
| SBUXStarbucks Corporation | Spouse | Sell | $1K–$15K | Sep 19, 2016 | Sep 28, 2016 | 9d | +96.9% | -155.5% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Raúl M. Grijalva (D-AZ-3), a former Democratic member of the House, has disclosed 172 trades since 2013: 79 purchases worth about $632.04K and 93 sales worth about $744.05K, in 78 stocks. Most traded: HQL, AXP, HD. As a portfolio, their stock holdings and trades returned +63.6% from Jan 2013, against +278.9% for the S&P 500. Trades took a median 20 days to be disclosed; 9 came late.
As a portfolio, their stock holdings and trades returned +63.6% from January 2013 to November 2026, against +278.9% for the S&P 500, with a largest fall of -44.5%. 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 20 days to be disclosed. 9 of 172 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.