Rick W. Allen (R-GA-12), a current Republican member of the House, has disclosed 296 trades since 2017: 167 purchases worth about $8.04M and 129 sales worth about $5.26M, in 95 stocks. Most traded: SSB, DIS, ACN. As a portfolio, their stock holdings and trades returned +121.3% from Apr 2017, against +215.9% for the S&P 500. Trades took a median 547 days to be disclosed; 190 came late.
Rick W. Allen’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since April 2017: +121.3%, against +215.9% for SPY; the largest fall on the way was -31.4%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rick W. Allen | Nov 2025 | +10.4% | +10.1% | +0.3% | – | -9.3% | 0.89 | 0.47 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rick W. Allen | Nov 2023 | +50.5% | +72.6% | -22.2% | +14.6% | -14.6% | 1.14 | 0.66 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rick W. Allen | Nov 2021 | +37.7% | +61.1% | -23.4% | +6.6% | -22.8% | 0.48 | 0.82 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rick W. Allen | Jan 2026 | +8.1% | +10.1% | -2.0% | – | -9.3% | 0.82 | 0.46 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rick W. Allen | Apr 2017 | +121.3% | +215.9% | -94.6% | +8.7% | -31.4% | 0.56 | 0.86 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MARMarriott International Inc /Md/ | Consumer Discretionary | $297.79K | 8.9% | +19.1% | 3 | 2 | 1 | $65.00K | $32.50K | +164.5% | May 14, 2020 |
| GOOGLAlphabet Inc. | Technology | $284.02K | 8.5% | -18.9% | 3 | 3 | 0 | $73.00K | $0.00 | +168.2% | Feb 28, 2020 |
| COSTCostco Wholesale Corp /New | Consumer Staples | $266.18K | 7.9% | +10.2% | 3 | 2 | 1 | $65.00K | $8.00K | +184.6% | Sep 18, 2026 |
| MSFTMicrosoft Corp | Technology | $251.64K | 7.5% | +0.7% | 1 | 1 | 0 | $32.50K | $0.00 | +111.4% | Aug 27, 2019 |
| WMTWalmart Inc. | Consumer Staples | $233.94K | 7.0% | +12.7% | 5 | 4 | 1 | $56.50K | $8.00K | +112.4% | Feb 20, 2020 |
| ABBVAbbVie Inc. | Healthcare | $202.18K | 6.0% | +15.5% | 2 | 2 | 0 | $65.00K | $0.00 | +71.7% | Nov 16, 2020 |
| AMZNAmazon Com Inc | Consumer Discretionary | $187.20K | 5.6% | -9.8% | 1 | 1 | 0 | $32.50K | $0.00 | +17.5% | Sep 10, 2019 |
| CBChubb Ltd | Financial Services | $186.09K | 5.6% | +6.3% | 4 | 4 | 0 | $130.00K | $0.00 | +37.2% | Aug 18, 2022 |
| AMGNAmgen Inc | Healthcare | $168.52K | 5.0% | +12.3% | 3 | 3 | 0 | $97.50K | $0.00 | -12.5% | Aug 18, 2022 |
| INTUIntuit Inc. | Technology | $156.98K | 4.7% | +4.7% | 8 | 3 | 5 | $115.50K | $180.50K | -112.0% | Jun 10, 2026 |
| CTASCintas Corp | Industrials | $117.71K | 3.5% | +9.5% | 1 | 1 | 0 | $8.00K | $0.00 | -13.0% | May 20, 2024 |
| DOVDOVER Corp | Industrials | $111.34K | 3.3% | +3.6% | 8 | 5 | 3 | $162.50K | $97.50K | -27.6% | Jun 16, 2020 |
| PGPROCTER & GAMBLE Co | Consumer Staples | $84.49K | 2.5% | +12.7% | 3 | 1 | 2 | $32.50K | $40.50K | -131.2% | Apr 16, 2026 |
| AWKAmerican Water Works Company, Inc. | Utilities | $81.26K | 2.4% | +8.3% | 2 | 1 | 1 | $32.50K | $75.00K | -130.3% | Jan 14, 2026 |
| AZOAutozone Inc | Consumer Discretionary | $78.37K | 2.3% | +6.9% | 3 | 2 | 1 | $65.00K | $32.50K | -24.6% | Sep 22, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AZOAutoZone, Inc. Common Stock | Spouse | Sell | $15K–$50K | Sep 22, 2026 | Oct 14, 2026 | 22d | +12.6% | +15.3% | |
| COSTCostco Wholesale Corporation - Common Stock | Spouse | Sell | $1K–$15K | Sep 18, 2026 | Oct 14, 2026 | 26d | +16.2% | +17.5% | |
| AVGOBroadcom Inc. - Common Stock | Spouse | Buy | $1K–$15K | Aug 12, 2026 | Sep 22, 2026 | 41d | -22.6% | -19.9% | |
| ROLRollins, Inc. Common Stock | Spouse | Sell | $15K–$50K | Aug 12, 2026 | Sep 22, 2026 | 41d | -1.4% | +1.3% | |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Spouse | Buy | $1K–$15K | Aug 12, 2026 | Sep 22, 2026 | 41d | -7.1% | -4.5% | |
| ABTAbbott Laboratories Common Stock | Spouse | Sell | $15K–$50K | Jul 14, 2026 | Aug 18, 2026 | 35d | +24.0% | +23.9% | |
| AMDAdvanced Micro Devices, Inc. | Spouse | Buy | $1K–$15K | Jul 14, 2026 | Aug 18, 2026 | 35d | -14.8% | -14.9% | |
| AVGOBroadcom Inc. - Common Stock | Spouse | Buy | $1K–$15K | Jul 14, 2026 | Aug 18, 2026 | 35d | -17.2% | -17.2% | |
| INTUIntuit Inc. - Common Stock | Spouse | Sell | $15K–$50K | Jun 10, 2026 | Jul 15, 2026 | 35d | +23.9% | +20.2% | |
| ACNAccenture plc Class A Ordinary Shares | Spouse | Sell | $15K–$50K | May 8, 2026 | Jun 16, 2026 | 39d | +44.7% | +42.7% | |
| AXPAmerican Express Company Common Stock | Spouse | Buy | $1K–$15K | May 8, 2026 | Jun 16, 2026 | 39d | +3.8% | +1.8% | |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Spouse | Buy | $1K–$15K | May 8, 2026 | Jun 16, 2026 | 39d | -3.2% | -5.2% | |
| 91282CNG2US Treasury Note 4% DUE 5/31/30Bond | Self | Buy | $100K–$250K | May 19, 2026 | Jun 16, 2026 | 28d | – | – | |
| ABTAbbott Laboratories Common Stock | Spouse | Sell | $15K–$50K | Apr 16, 2026 | Jun 5, 2026 | 50d late | +15.5% | +8.3% | |
| AMPAmeriprise Financial, Inc. Common Stock | Spouse | Sell | $50K–$100K | Apr 15, 2026 | Jun 5, 2026 | 51d late | +7.8% | +0.3% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Rick W. Allen (R-GA-12), a current Republican member of the House, has disclosed 296 trades since 2017: 167 purchases worth about $8.04M and 129 sales worth about $5.26M, in 95 stocks. Most traded: SSB, DIS, ACN. As a portfolio, their stock holdings and trades returned +121.3% from Apr 2017, against +215.9% for the S&P 500. Trades took a median 547 days to be disclosed; 190 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Rick W. Allen still holds 29 stocks; the largest are MAR (about $297.79K), GOOGL (about $284.02K), COST (about $266.18K), MSFT (about $251.64K), WMT (about $233.94K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +121.3% from April 2017 to November 2026, against +215.9% for the S&P 500, with a largest fall of -31.4%. 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 547 days to be disclosed. 190 of 296 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.