Rick Larsen (D-WA-2), a current Democratic member of the House, has disclosed 93 trades since 2020: 46 purchases worth about $368.02K and 45 sales worth about $360.02K, in 63 stocks. Most traded: ABT, ALL, ESS. As a portfolio, their stock holdings and trades returned +81.5% from Nov 2020, against +106.8% for the S&P 500. Trades took a median 12 days to be disclosed; 33 came late.
Rick Larsen’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since November 2020: +81.5%, against +106.8% for SPY; the largest fall on the way was -18.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rick Larsen | Nov 2025 | +21.5% | +10.1% | +11.4% | – | -6.7% | 1.96 | 0.32 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rick Larsen | Nov 2023 | +54.9% | +72.6% | -17.7% | +15.8% | -15.9% | 1.26 | 0.59 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rick Larsen | Nov 2021 | +55.2% | +61.1% | -5.9% | +9.2% | -18.5% | 0.70 | 0.64 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rick Larsen | Jan 2026 | +17.7% | +10.1% | +7.6% | – | -6.7% | 1.92 | 0.29 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rick Larsen | Nov 2020 | +81.5% | +106.8% | -25.3% | +10.6% | -18.5% | 0.78 | 0.65 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CTASCintas Corp | Industrials | $11.00K | 4.0% | +37.4% | 1 | 1 | 0 | $8.00K | $0.00 | -8.7% | Jan 7, 2025 |
| MAMastercard Inc | Financial Services | $10.74K | 3.9% | +34.2% | 1 | 1 | 0 | $8.00K | $0.00 | -2.9% | Jul 5, 2023 |
| MRKMerck & Co., Inc. | Healthcare | $10.47K | 3.8% | +30.9% | 1 | 1 | 0 | $8.00K | $0.00 | -33.7% | Jul 7, 2022 |
| PAYXPaychex Inc | Technology | $10.28K | 3.8% | +28.4% | 2 | 1 | 1 | $8.00K | $8.00K | -67.4% | Apr 7, 2026 |
| BRBroadridge Financial Solutions, Inc. | Technology | $10.24K | 3.8% | +28.0% | 2 | 1 | 1 | $8.00K | $8.00K | -46.4% | Apr 7, 2026 |
| VRSKVerisk Analytics, Inc. | Financial Services | $9.98K | 3.7% | +24.8% | 2 | 1 | 1 | $8.00K | $8.00K | -54.1% | Jan 7, 2026 |
| MSIMotorola Solutions, Inc. | Industrials | $9.80K | 3.6% | +22.5% | 1 | 1 | 0 | $8.00K | $0.00 | -3.3% | Jul 5, 2023 |
| MCKMckesson Corp | Healthcare | $9.76K | 3.6% | +22.0% | 1 | 1 | 0 | $8.00K | $0.00 | +21.1% | Jul 8, 2026 |
| EOGEog Resources Inc | Energy | $9.36K | 3.4% | +17.0% | 2 | 1 | 1 | $8.00K | $8.00K | +8.9% | Jul 1, 2021 |
| AWKAmerican Water Works Company, Inc. | Utilities | $9.26K | 3.4% | +15.7% | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 7, 2026 |
| WSMWilliams Sonoma Inc | Consumer Discretionary | $8.69K | 3.2% | +8.6% | 1 | 1 | 0 | $8.00K | $0.00 | +11.4% | Oct 8, 2026 |
| MDLZMondelez International, Inc. | Consumer Staples | $8.63K | 3.2% | +7.9% | 2 | 1 | 1 | $8.00K | $8.00K | -80.5% | Jan 7, 2026 |
| AXPAmerican Express Co | Financial Services | $8.48K | 3.1% | +5.9% | 2 | 1 | 1 | $8.00K | $8.00K | -12.1% | Apr 7, 2026 |
| AEPAmerican Electric Power Co Inc | Utilities | $8.15K | 3.0% | +1.9% | 1 | 1 | 0 | $8.00K | $0.00 | +0.7% | Oct 6, 2025 |
| ADIAnalog Devices Inc | Technology | $8.14K | 3.0% | +1.7% | 2 | 1 | 1 | $8.00K | $8.00K | +4.5% | Oct 8, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ADIAnalog Devices, Inc. - Common Stock | Self | Buy | $1K–$15K | Oct 8, 2026 | Oct 12, 2026 | 4d | +1.7% | +4.5% | |
| FDXFedEx Corporation Common Stock | Self | Sell | $1K–$15K | Oct 8, 2026 | Oct 12, 2026 | 4d | +9.1% | +12.0% | |
| HDHome Depot, Inc. | Self | Sell | $1K–$15K | Oct 8, 2026 | Oct 12, 2026 | 4d | +15.5% | +18.3% | |
| WSMWilliams-Sonoma, Inc. Common Stock | Self | Buy | $1K–$15K | Oct 8, 2026 | Oct 12, 2026 | 4d | +8.6% | +11.4% | |
| ABTAbbott Laboratories Common Stock | Self | Sell | $1K–$15K | Jul 8, 2026 | Jul 12, 2026 | 4d | +15.9% | +14.9% | |
| APHAmphenol Corporation Common Stock | Self | Buy | $1K–$15K | Jul 8, 2026 | Jul 12, 2026 | 4d | +0.9% | +0.0% | |
| MCKMcKesson Corporation Common Stock | Self | Buy | $1K–$15K | Jul 8, 2026 | Jul 12, 2026 | 4d | +22.0% | +21.1% | |
| SPGIS&P Global Inc. Common Stock | Self | Sell | $1K–$15K | Jul 8, 2026 | Jul 12, 2026 | 4d | +10.3% | +9.3% | |
| AXPAmerican Express Company Common Stock | Self | Sell | $1K–$15K | Apr 7, 2026 | Apr 15, 2026 | 8d | +6.8% | -7.3% | |
| SNDASonida Senior Living, Inc. Common Stock | Joint | Exchange | $1K–$15K | Mar 31, 2026 | Apr 15, 2026 | 15d | +5.0% | -10.6% | |
| WABWestinghouse Air Brake Technologies Corporation Common Stock | Self | Buy | $1K–$15K | Apr 7, 2026 | Apr 15, 2026 | 8d | +12.0% | -2.1% | |
| AWKAmerican Water Works Company, Inc. Common Stock | Self | Sell | $1K–$15K | Apr 7, 2026 | Apr 15, 2026 | 8d | +8.9% | -5.2% | |
| BRBroadridge Financial Solutions, Inc. Common Stock | Self | Sell | $1K–$15K | Apr 7, 2026 | Apr 15, 2026 | 8d | +15.2% | +1.1% | |
| CARRCarrier Global Corporation Common Stock | Self | Buy | $1K–$15K | Apr 7, 2026 | Apr 15, 2026 | 8d | -0.5% | -14.6% | |
| CASYCaseys General Stores, Inc. - Common Stock | Self | Buy | $1K–$15K | Apr 7, 2026 | Apr 15, 2026 | 8d | -9.9% | -24.0% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Rick Larsen (D-WA-2), a current Democratic member of the House, has disclosed 93 trades since 2020: 46 purchases worth about $368.02K and 45 sales worth about $360.02K, in 63 stocks. Most traded: ABT, ALL, ESS. As a portfolio, their stock holdings and trades returned +81.5% from Nov 2020, against +106.8% for the S&P 500. Trades took a median 12 days to be disclosed; 33 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Rick Larsen still holds 26 stocks; the largest are CTAS (about $11.00K), MA (about $10.74K), MRK (about $10.47K), PAYX (about $10.28K), BR (about $10.24K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +81.5% from November 2020 to November 2026, against +106.8% for the S&P 500, with a largest fall of -18.5%. 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 12 days to be disclosed. 33 of 93 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.