Ritchie Torres (D-NY-15), a current Democratic member of the House, has disclosed 157 trades since 2024: 82 purchases worth about $656.04K and 75 sales worth about $600.04K, in 80 stocks. Most traded: ASML, AVGO, MKC. As a portfolio, their stock holdings and trades returned +11.0% from Sep 2024, against +31.6% for the S&P 500. Trades took a median 225 days to be disclosed; 88 came late.
Ritchie Torres’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since September 2024: +11.0%, against +31.6% for SPY; the largest fall on the way was -17.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ritchie Torres | Nov 2025 | +10.1% | +10.1% | +0.1% | – | -7.4% | 1.00 | 0.55 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ritchie Torres | Sep 2024 | +11.0% | +31.6% | -20.6% | +5.1% | -17.5% | 0.44 | 0.70 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ritchie Torres | Sep 2024 | +11.0% | +31.6% | -20.6% | +5.1% | -17.5% | 0.44 | 0.70 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ritchie Torres | Jan 2026 | +7.7% | +10.1% | -2.4% | – | -7.4% | 0.92 | 0.53 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ritchie Torres | Sep 2024 | +11.0% | +31.6% | -20.6% | +5.1% | -17.5% | 0.44 | 0.70 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASMLAsml Holding Nv | Technology | $16.16K | 3.1% | +102.0% | 3 | 2 | 1 | $16.00K | $8.00K | +47.6% | Jul 11, 2025 |
| MRKMerck & Co., Inc. | Healthcare | $14.36K | 2.8% | +79.5% | 2 | 1 | 1 | $8.00K | $8.00K | -0.1% | Jul 11, 2025 |
| JNJJohnson & Johnson | Healthcare | $12.41K | 2.4% | +55.2% | 1 | 1 | 0 | $8.00K | $0.00 | +36.3% | Sep 26, 2024 |
| UNHUnitedhealth Group Inc | Healthcare | $11.79K | 2.3% | +47.3% | 1 | 1 | 0 | $8.00K | $0.00 | -61.8% | Sep 26, 2024 |
| LMTLockheed Martin Corp | Industrials | $11.62K | 2.2% | +45.3% | 1 | 1 | 0 | $8.00K | $0.00 | -20.1% | Sep 26, 2024 |
| AAPLApple Inc. | Technology | $11.60K | 2.2% | +45.0% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jul 11, 2025 |
| PAGPPlains Gp Holdings Lp | Energy | $11.52K | 2.2% | +44.0% | 1 | 1 | 0 | $8.00K | $0.00 | +17.3% | Sep 26, 2024 |
| ABBVAbbVie Inc. | Healthcare | $11.47K | 2.2% | +43.4% | 2 | 1 | 1 | $8.00K | $8.00K | +19.1% | Jul 11, 2025 |
| GOOGLAlphabet Inc. | Technology | $11.05K | 2.1% | +38.1% | 2 | 1 | 1 | $8.00K | $8.00K | +40.0% | Jul 11, 2025 |
| UNPUnion Pacific Corp | Industrials | $11.01K | 2.1% | +37.6% | 2 | 1 | 1 | $8.00K | $8.00K | -5.2% | Jul 11, 2025 |
| KOCoca Cola Co | Consumer Staples | $10.88K | 2.1% | +36.0% | 2 | 1 | 1 | $8.00K | $8.00K | +2.8% | Jul 11, 2025 |
| METMetlife Inc | Financial Services | $10.44K | 2.0% | +30.5% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jul 11, 2025 |
| USBUs Bancorp De | Financial Services | $10.38K | 2.0% | +29.8% | 1 | 1 | 0 | $8.00K | $0.00 | +2.1% | Sep 26, 2024 |
| EQIXEquinix Inc | Technology | $10.14K | 1.9% | +26.7% | 2 | 1 | 1 | $8.00K | $8.00K | -18.4% | Jul 11, 2025 |
| MSMorgan Stanley | Financial Services | $10.06K | 1.9% | +25.7% | 2 | 1 | 1 | $8.00K | $8.00K | +46.1% | Jul 11, 2025 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MCKMcKesson Corporation Common Stock | Self | Buy | $1K–$15K | Jan 7, 2025 | Jul 8, 2026 | 547d late | +70.7% | +42.9% | |
| ABBVAbbVie Inc. Common Stock | Self | Buy | $1K–$15K | Sep 26, 2024 | Aug 20, 2025 | 328d late | +50.6% | +19.1% | |
| APOApollo Global Management, Inc. | Self | Buy | $1K–$15K | Sep 26, 2024 | Aug 20, 2025 | 328d late | -4.7% | -36.1% | |
| PPLPPL Corporation Common Stock | Self | Sell | $1K–$15K | Jul 11, 2025 | Aug 20, 2025 | 40d | +5.5% | -15.1% | |
| PGProcter & Gamble Company | Self | Sell | $1K–$15K | Jul 11, 2025 | Aug 20, 2025 | 40d | +4.2% | -16.4% | |
| PGProcter & Gamble Company | Self | Buy | $1K–$15K | Sep 26, 2024 | Aug 20, 2025 | 328d late | -5.6% | -37.0% | |
| PLDPrologis, Inc. Common Stock | Self | Buy | $1K–$15K | Sep 26, 2024 | Aug 20, 2025 | 328d late | +3.6% | -27.9% | |
| PEGPublic Service Enterprise Group Incorporated Common Stock | Self | Buy | $1K–$15K | Sep 26, 2024 | Aug 20, 2025 | 328d late | -14.9% | -46.3% | |
| QCOMQUALCOMM Incorporated - Common Stock | Self | Buy | $1K–$15K | Sep 26, 2024 | Aug 20, 2025 | 328d late | -6.1% | -37.6% | |
| QCOMQUALCOMM Incorporated - Common Stock | Self | Sell | $1K–$15K | Jul 11, 2025 | Aug 20, 2025 | 40d | +2.9% | -17.7% | |
| RHHBYROCHE HOLDING LTD S/ADR | Self | Sell | $1K–$15K | Jul 11, 2025 | Aug 20, 2025 | 40d | – | – | |
| CRMSalesforce, Inc. Common Stock | Self | Sell | $1K–$15K | Jul 11, 2025 | Aug 20, 2025 | 40d | -12.4% | -33.0% | |
| CRMSalesforce, Inc. Common Stock | Self | Buy | $1K–$15K | Sep 26, 2024 | Aug 20, 2025 | 328d late | -18.0% | -49.4% | |
| APOApollo Global Management, Inc. | Self | Sell | $1K–$15K | Jul 11, 2025 | Aug 20, 2025 | 40d | -18.7% | -39.3% | |
| SHWSherwin-Williams Company | Self | Buy | $1K–$15K | Sep 26, 2024 | Aug 20, 2025 | 328d late | -8.2% | -39.6% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Ritchie Torres (D-NY-15), a current Democratic member of the House, has disclosed 157 trades since 2024: 82 purchases worth about $656.04K and 75 sales worth about $600.04K, in 80 stocks. Most traded: ASML, AVGO, MKC. As a portfolio, their stock holdings and trades returned +11.0% from Sep 2024, against +31.6% for the S&P 500. Trades took a median 225 days to be disclosed; 88 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Ritchie Torres still holds 56 stocks; the largest are ASML (about $16.16K), MRK (about $14.36K), JNJ (about $12.41K), UNH (about $11.79K), LMT (about $11.62K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +11.0% from September 2024 to November 2026, against +31.6% for the S&P 500, with a largest fall of -17.5%. 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 225 days to be disclosed. 88 of 157 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.