Robert J. Wittman (R-VA-1), a current Republican member of the House, has disclosed 288 trades since 2015: 157 purchases worth about $1.38M and 124 sales worth about $1.11M, in 126 stocks. Most traded: CVS, AAPL, ABBV. As a portfolio, their stock holdings and trades returned +106.4% from May 2014, against +296.3% for the S&P 500. Trades took a median 26 days to be disclosed; 38 came late.
Robert J. Wittman’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2014: +106.4%, against +296.3% for SPY; the largest fall on the way was -35.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Robert J. Wittman | Nov 2025 | +14.4% | +10.1% | +4.4% | – | -8.2% | 1.36 | 0.41 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Robert J. Wittman | Nov 2023 | +54.8% | +72.6% | -17.9% | +15.7% | -15.8% | 1.28 | 0.62 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Robert J. Wittman | Nov 2021 | +51.2% | +61.1% | -9.9% | +8.6% | -18.5% | 0.67 | 0.69 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Robert J. Wittman | Jan 2026 | +13.8% | +10.1% | +3.7% | – | -8.2% | 1.52 | 0.39 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Robert J. Wittman | May 2014 | +106.4% | +296.3% | -189.9% | +6.0% | -35.3% | 0.43 | 0.83 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Technology | $92.91K | 12.1% | +11.9% | 7 | 4 | 3 | $56.50K | $24.00K | +350.9% | Sep 28, 2023 |
| MSFTMicrosoft Corp | Technology | $41.71K | 5.4% | +3.0% | 5 | 3 | 2 | $24.00K | $16.00K | +263.7% | Sep 28, 2023 |
| VVisa Inc. | Financial Services | $38.47K | 5.0% | +18.4% | 2 | 1 | 1 | $8.00K | $8.00K | -23.4% | Jan 13, 2021 |
| MARMarriott International Inc /Md/ | Consumer Discretionary | $38.16K | 5.0% | +17.4% | 1 | 0 | 0 | $0.00 | $0.00 | – | Sep 26, 2016 |
| COSTCostco Wholesale Corp /New | Consumer Staples | $35.61K | 4.7% | +9.6% | 1 | 1 | 0 | $8.00K | $0.00 | +99.4% | Jul 2, 2020 |
| ELVElevance Health, Inc. | Healthcare | $33.69K | 4.4% | +3.7% | 3 | 2 | 1 | $16.00K | $8.00K | -87.0% | Jan 3, 2023 |
| RGLDRoyal Gold Inc | Financial Services | $32.94K | 4.3% | +1.3% | 2 | 1 | 1 | $8.00K | $8.00K | -45.9% | Sep 1, 2021 |
| HIGHartford Insurance Group, Inc. | Financial Services | $32.05K | 4.2% | -1.4% | 2 | 1 | 1 | $8.00K | $8.00K | +21.7% | Sep 28, 2023 |
| AMZNAmazon Com Inc | Consumer Discretionary | $29.87K | 3.9% | -8.1% | 4 | 3 | 1 | $24.00K | $8.00K | +32.0% | Sep 28, 2023 |
| ACNAccenture plc | Industrials | $11.59K | 1.5% | +44.9% | 3 | 2 | 1 | $16.00K | $8.00K | -110.0% | Apr 21, 2023 |
| CCICrown Castle Inc. | Real Estate | $9.41K | 1.2% | +17.6% | 2 | 1 | 1 | $8.00K | $8.00K | -189.9% | Jun 30, 2026 |
| MAMastercard Inc | Financial Services | $9.41K | 1.2% | +17.6% | 3 | 2 | 1 | $16.00K | $8.00K | +4.2% | Dec 7, 2022 |
| ABBVAbbVie Inc. | Healthcare | $9.29K | 1.2% | +16.1% | 5 | 3 | 2 | $24.00K | $16.00K | +65.7% | Sep 28, 2023 |
| CVXChevron Corp | Energy | $9.27K | 1.2% | +15.9% | 1 | 1 | 0 | $8.00K | $0.00 | -83.7% | Sep 15, 2015 |
| SPGIS&P Global Inc. | Financial Services | $9.27K | 1.2% | +15.8% | 1 | 1 | 0 | $8.00K | $0.00 | -43.7% | Jun 13, 2023 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| CCICrown Castle Inc. Common Stock | Self | Sell | $1K–$15K | Jun 30, 2026 | Jul 10, 2026 | 10d | +14.9% | +14.2% | |
| ABBVAbbVie Inc. | Self | Sell | $1K–$15K | Sep 28, 2023 | Oct 19, 2023 | 21d | +89.8% | +14.3% | |
| IFFInternational Flavors & Fragrances, Inc. | Self | Sell | $1K–$15K | Sep 15, 2023 | Oct 19, 2023 | 34d | +37.0% | -32.6% | |
| JPMJP Morgan Chase & Co. | Self | Sell | $1K–$15K | Sep 28, 2023 | Oct 19, 2023 | 21d | +130.9% | +55.4% | |
| KMIKinder Morgan, Inc. | Self | Sell | $1K–$15K | Sep 28, 2023 | Oct 19, 2023 | 21d | +96.3% | +20.8% | |
| MSFTMicrosoft Corporation | Self | Sell | $1K–$15K | Sep 28, 2023 | Oct 19, 2023 | 21d | +61.7% | -13.8% | |
| PLDProLogis, Inc. | Self | Sell | $1K–$15K | Sep 28, 2023 | Oct 19, 2023 | 21d | +15.7% | -59.9% | |
| UNHUnitedHealth Group Incorporated Common Stock | Self | Sell | $1K–$15K | Sep 28, 2023 | Oct 19, 2023 | 21d | -21.5% | -97.0% | |
| WMTWalmart Inc. | Self | Sell | $1K–$15K | Sep 28, 2023 | Oct 19, 2023 | 21d | +135.7% | +60.2% | |
| GOOGAlphabet Inc. - Class C Capital Stock | Self | Sell | $1K–$15K | Sep 28, 2023 | Oct 19, 2023 | 21d | +108.8% | +33.3% | |
| AMZNAmazon.com, Inc. | Self | Sell | $1K–$15K | Sep 28, 2023 | Oct 19, 2023 | 21d | +95.0% | +19.5% | |
| AMTAmerican Tower Corporation | Self | Buy | $1K–$15K | Sep 7, 2023 | Oct 19, 2023 | 42d | +3.2% | -65.9% | |
| AAPLApple Inc. | Self | Sell | $1K–$15K | Sep 28, 2023 | Oct 19, 2023 | 21d | +98.2% | +22.7% | |
| CATCaterpillar, Inc. | Self | Sell | $1K–$15K | Sep 28, 2023 | Oct 19, 2023 | 21d | +122.1% | +46.5% | |
| EOGEOG Resources, Inc. | Self | Sell | $1K–$15K | Sep 28, 2023 | Oct 19, 2023 | 21d | +22.0% | -53.6% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Robert J. Wittman (R-VA-1), a current Republican member of the House, has disclosed 288 trades since 2015: 157 purchases worth about $1.38M and 124 sales worth about $1.11M, in 126 stocks. Most traded: CVS, AAPL, ABBV. As a portfolio, their stock holdings and trades returned +106.4% from May 2014, against +296.3% for the S&P 500. Trades took a median 26 days to be disclosed; 38 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Robert J. Wittman still holds 41 stocks; the largest are AAPL (about $92.91K), MSFT (about $41.71K), V (about $38.47K), MAR (about $38.16K), COST (about $35.61K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +106.4% from May 2014 to November 2026, against +296.3% for the S&P 500, with a largest fall of -35.3%. 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 26 days to be disclosed. 38 of 288 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.