Rodney P. Frelinghuysen (R-NJ-11), a former Republican member of the House, has disclosed 167 trades since 2013: 76 purchases worth about $11.42M and 77 sales worth about $9.42M, in 72 stocks. Most traded: SGMOQ, CB, LEN. As a portfolio, their stock holdings and trades returned +38.6% from Jan 2014, against +37.1% for the S&P 500. Trades took a median 15 days to be disclosed; 12 came late.
Rodney P. Frelinghuysen’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2014: +38.6%, against +37.1% for SPY; the largest fall on the way was -38.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rodney P. Frelinghuysen | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rodney P. Frelinghuysen | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rodney P. Frelinghuysen | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rodney P. Frelinghuysen | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Rodney P. Frelinghuysen | Jan 2014 | +38.6% | +37.1% | +1.6% | +6.9% | -38.7% | 0.42 | 1.08 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LENLennar Corp /New/ | Consumer Discretionary | Closed | – | – | 4 | 3 | 1 | $425.00K | $175.00K | -83.5% | Dec 17, 2018 |
| EBSBMeridian Bancorp, Inc. | Financial Services | Closed | – | – | 3 | 2 | 1 | $150.00K | $375.00K | – | Jun 22, 2018 |
| KMXCarmax Inc | Consumer Discretionary | Closed | – | – | 3 | 2 | 1 | $350.00K | $175.00K | -269.8% | Jan 26, 2017 |
| WELLWelltower Inc. | Real Estate | Closed | – | – | 4 | 3 | 1 | $325.00K | $175.00K | +38.7% | Mar 16, 2018 |
| SKYDSkydance Corp | Communication Services | Closed | – | – | 3 | 2 | 1 | $350.00K | $75.00K | -352.7% | Nov 10, 2015 |
| XPOXPO, Inc. | Industrials | Closed | – | – | 3 | 2 | 1 | $250.00K | $175.00K | +1,783.9% | Jan 14, 2016 |
| HAINHain Celestial Group Inc | Consumer Staples | Closed | – | – | 2 | 1 | 1 | $175.00K | $175.00K | -366.2% | Mar 30, 2017 |
| HCAHCA Healthcare, Inc. | Healthcare | Closed | – | – | 3 | 2 | 1 | $150.00K | $175.00K | +288.6% | Jul 26, 2018 |
| KHCKraft Heinz Co | Consumer Staples | Closed | – | – | 3 | 2 | 1 | $150.00K | $175.00K | -337.7% | Jun 1, 2018 |
| SGMOQSangamo Therapeutics, Inc | Healthcare | Closed | – | – | 6 | 5 | 1 | $180.50K | $75.00K | -368.3% | Jul 20, 2017 |
| CBChubb Ltd | Financial Services | Closed | – | – | 4 | 2 | 0 | $250.00K | $0.00 | -70.8% | Mar 2, 2016 |
| BKIBlack Knight, Inc. | Technology | Closed | – | – | 2 | 2 | 0 | $250.00K | $0.00 | – | Mar 16, 2018 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 2 | 2 | 0 | $250.00K | $0.00 | -212.8% | Mar 16, 2018 |
| HDSHD Supply Holdings, Inc. | – | Closed | – | – | 3 | 3 | 0 | $182.50K | $0.00 | – | Dec 21, 2015 |
| BNBROOKFIELD Corp /ON/ | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $175.00K | – | Aug 13, 2014 |
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; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| LENLENNAR CORP. CLASS A | Self | Sell | $100K–$250K | Dec 17, 2018 | Dec 21, 2018 | 4d | +135.0% | -59.5% | |
| SLBSCHLUMBERGER LTD | Self | Sell | $15K–$50K | Nov 13, 2018 | Dec 12, 2018 | 29d | +10.6% | -165.9% | |
| LENLENNAR CORP. CLASS A | Self | Buy | $100K–$250K | Nov 13, 2018 | Dec 12, 2018 | 29d | +128.0% | -48.5% | |
| ROXCASTLE BRANDS, INC. | Self | Buy | $15K–$50K | Nov 21, 2018 | Dec 12, 2018 | 21d | – | – | |
| U.S. TREASURY DUE 2/14/19Other | Self | Sell | $15K–$50K | Dec 6, 2018 | Dec 12, 2018 | 6d | – | – | |
| U.S. TREASURY BILL DUE 9/13/18Other | Self | Sell | $500K–$1M | Sep 13, 2018 | Sep 26, 2018 | 13d | – | – | |
| U.S. TREASURY BILL DUE 2/14/19Other | Self | Buy | $500K–$1M | Sep 12, 2018 | Sep 26, 2018 | 14d | – | – | |
| DLTRDOLLAR TREE, INC. | Self | Sell | $15K–$50K | Aug 10, 2018 | Sep 4, 2018 | 25d | +50.0% | -115.7% | |
| SLBSCHLUMBERGER LTD | Self | Sell | $1K–$15K | Aug 10, 2018 | Sep 4, 2018 | 25d | -20.7% | -186.4% | |
| GENSYMANTEC CORP. | Self | Sell | $15K–$50K | Aug 10, 2018 | Sep 4, 2018 | 25d | +55.8% | -109.8% | |
| UNPUNION PACIFIC CORP. | Self | Sell | $50K–$100K | Aug 10, 2018 | Sep 4, 2018 | 25d | +106.3% | -59.4% | |
| HCAHCA HEALTHCARE, INC. | Self | Sell | $100K–$250K | Jul 26, 2018 | Aug 21, 2018 | 26d | +276.3% | +110.9% | |
| KRNYKEARNY FINANCIAL CORP. | Self | Buy | $100K–$250K | Jul 31, 2018 | Aug 21, 2018 | 21d | -34.8% | -202.1% | |
| LOWLOWES COMPANIES, INC. | Self | Buy | $100K–$250K | Jul 12, 2018 | Jul 23, 2018 | 11d | +121.9% | -47.3% | |
| EBSBMERIDIAN BANCORP, INC. | Self | Sell | $250K–$500K | Jun 22, 2018 | Jul 12, 2018 | 20d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Rodney P. Frelinghuysen (R-NJ-11), a former Republican member of the House, has disclosed 167 trades since 2013: 76 purchases worth about $11.42M and 77 sales worth about $9.42M, in 72 stocks. Most traded: SGMOQ, CB, LEN. As a portfolio, their stock holdings and trades returned +38.6% from Jan 2014, against +37.1% for the S&P 500. Trades took a median 15 days to be disclosed; 12 came late.
As a portfolio, their stock holdings and trades returned +38.6% from January 2014 to November 2026, against +37.1% for the S&P 500, with a largest fall of -38.7%. 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 15 days to be disclosed. 12 of 167 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.