Richard McCormick (R-GA-7), a current Republican member of the House, has disclosed 127 trades since 2023: 78 purchases worth about $791.04K and 49 sales worth about $392.02K, in 38 stocks. Most traded: LHX, UNH, ADI. As a portfolio, their stock holdings and trades returned +78.5% from Mar 2023, against +89.9% for the S&P 500. Trades took a median 27 days to be disclosed; 34 came late.
Richard McCormick’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since March 2023: +78.5%, against +89.9% for SPY; the largest fall on the way was -13.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Richard McCormick | Nov 2025 | +21.6% | +10.1% | +11.6% | – | -8.4% | 1.84 | 0.33 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Richard McCormick | Nov 2023 | +77.2% | +72.6% | +4.5% | +21.1% | -13.5% | 1.60 | 0.54 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Richard McCormick | Mar 2023 | +78.5% | +89.9% | -11.4% | +17.3% | -13.5% | 1.39 | 0.56 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Richard McCormick | Jan 2026 | +18.8% | +10.1% | +8.7% | – | -8.4% | 1.89 | 0.33 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Richard McCormick | Mar 2023 | +78.5% | +89.9% | -11.4% | +17.3% | -13.5% | 1.39 | 0.56 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRK-BBerkshire Hathaway Inc | Financial Services | $26.25K | 11.2% | +9.4% | 3 | 3 | 0 | $24.00K | $0.00 | +7.2% | Sep 18, 2026 |
| MSFTMicrosoft Corp | Technology | $11.78K | 5.0% | +29.9% | 6 | 4 | 2 | $32.00K | $16.00K | +4.9% | Jul 30, 2026 |
| ADIAnalog Devices Inc | Technology | $9.69K | 4.1% | +16.8% | 7 | 2 | 5 | $16.00K | $40.00K | +48.2% | Jul 30, 2026 |
| EMREmerson Electric Co | Industrials | $9.29K | 4.0% | +13.9% | 3 | 2 | 1 | $16.00K | $8.00K | +13.6% | Jul 30, 2026 |
| ICEIntercontinental Exchange, Inc. | Financial Services | $9.05K | 3.9% | +11.7% | 4 | 3 | 1 | $24.00K | $8.00K | +3.8% | Jul 30, 2026 |
| PGPROCTER & GAMBLE Co | Consumer Staples | $8.83K | 3.8% | +12.0% | 2 | 1 | 1 | $8.00K | $8.00K | +1.2% | Jul 30, 2026 |
| BLKBlackRock, Inc. | Financial Services | $8.80K | 3.8% | +8.1% | 6 | 3 | 3 | $24.00K | $24.00K | -1.5% | Jul 30, 2026 |
| APDAir Products & Chemicals, Inc. | Basic Materials | $8.76K | 3.7% | +7.4% | 3 | 2 | 1 | $16.00K | $8.00K | -28.6% | Jul 30, 2026 |
| WMTWalmart Inc. | Consumer Staples | $8.69K | 3.7% | +11.8% | 3 | 2 | 1 | $16.00K | $8.00K | +48.0% | Jul 30, 2026 |
| AWKAmerican Water Works Company, Inc. | Utilities | $8.46K | 3.6% | +6.8% | 3 | 2 | 1 | $16.00K | $8.00K | -43.4% | Jul 30, 2026 |
| ADPAutomatic Data Processing Inc | Technology | $8.43K | 3.6% | +9.3% | 5 | 3 | 2 | $24.00K | $16.00K | -7.1% | Jul 30, 2026 |
| AMTAmerican Tower Corp /Ma/ | Real Estate | $8.41K | 3.6% | +5.1% | 2 | 1 | 1 | $8.00K | $8.00K | -100.1% | Apr 17, 2026 |
| COSTCostco Wholesale Corp /New | Consumer Staples | $8.37K | 3.6% | +6.8% | 3 | 2 | 1 | $16.00K | $8.00K | +10.7% | Jul 30, 2026 |
| ABTAbbott Laboratories | Healthcare | $7.98K | 3.4% | +2.1% | 6 | 5 | 1 | $40.00K | $8.00K | -13.4% | Jul 30, 2026 |
| HDHome Depot, Inc. | Consumer Discretionary | $7.95K | 3.4% | +0.8% | 5 | 4 | 1 | $32.00K | $8.00K | -28.7% | Jul 30, 2026 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| BRK-BBerkshire Hathaway Inc. New Common Stock (BRK.B) | Self | Buy | $1K–$15K | Sep 18, 2026 | Oct 14, 2026 | 26d | +9.3% | +10.6% | |
| ABTAbbott Laboratories Common Stock | Self | Sell | $1K–$15K | Jul 30, 2026 | Aug 14, 2026 | 15d | +4.4% | +3.0% | |
| COSTCostco Wholesale Corporation - Common Stock | Self | Sell | $1K–$15K | Jul 30, 2026 | Aug 14, 2026 | 15d | +9.1% | +7.6% | |
| EMREmerson Electric Company Common Stock | Self | Sell | $1K–$15K | Jul 30, 2026 | Aug 14, 2026 | 15d | +11.7% | +10.3% | |
| HDHome Depot, Inc. | Self | Sell | $1K–$15K | Jul 30, 2026 | Aug 14, 2026 | 15d | +2.3% | +0.9% | |
| ITWIllinois Tool Works Inc. Common Stock | Self | Sell | $1K–$15K | Jul 30, 2026 | Aug 14, 2026 | 15d | +2.3% | +0.8% | |
| ICEIntercontinental Exchange Inc. Common Stock | Self | Sell | $1K–$15K | Jul 30, 2026 | Aug 14, 2026 | 15d | +10.3% | +8.8% | |
| JNJJohnson & Johnson Common Stock | Self | Sell | $1K–$15K | Jul 30, 2026 | Aug 14, 2026 | 15d | +5.8% | +4.4% | |
| LHXL3Harris Technologies, Inc. Common Stock | Self | Sell | $1K–$15K | Jul 30, 2026 | Aug 14, 2026 | 15d | +2.6% | +1.1% | |
| MCDMcDonald's Corporation Common Stock | Self | Sell | $1K–$15K | Jul 30, 2026 | Aug 14, 2026 | 15d | -1.0% | -2.5% | |
| MDTMedtronic plc. Ordinary Shares | Self | Sell | $1K–$15K | Jul 30, 2026 | Aug 14, 2026 | 15d | +15.9% | +14.5% | |
| MSFTMicrosoft Corporation - Common Stock | Self | Sell | $1K–$15K | Jul 30, 2026 | Aug 14, 2026 | 15d | +12.4% | +11.0% | |
| APDAir Products and Chemicals, Inc. Common Stock | Self | Sell | $1K–$15K | Jul 30, 2026 | Aug 14, 2026 | 15d | +5.3% | +3.9% | |
| NEENextEra Energy, Inc. Common Stock | Self | Sell | $1K–$15K | Jul 30, 2026 | Aug 14, 2026 | 15d | -3.3% | -4.7% | |
| PEPPepsico, Inc. | Self | Sell | $1K–$15K | Jul 30, 2026 | Aug 14, 2026 | 15d | +0.2% | -1.3% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Richard McCormick (R-GA-7), a current Republican member of the House, has disclosed 127 trades since 2023: 78 purchases worth about $791.04K and 49 sales worth about $392.02K, in 38 stocks. Most traded: LHX, UNH, ADI. As a portfolio, their stock holdings and trades returned +78.5% from Mar 2023, against +89.9% for the S&P 500. Trades took a median 27 days to be disclosed; 34 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Richard McCormick still holds 25 stocks; the largest are BRK-B (about $26.25K), MSFT (about $11.78K), ADI (about $9.69K), EMR (about $9.29K), ICE (about $9.05K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +78.5% from March 2023 to November 2026, against +89.9% for the S&P 500, with a largest fall of -13.5%. 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 27 days to be disclosed. 34 of 127 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.