Roger Marshall (R-KS-1), a current Republican member of the House, has disclosed 163 trades since 2017: 82 purchases worth about $872.04K and 81 sales worth about $1.13M, in 57 stocks. Most traded: BABA, TSLA, AAPL. As a portfolio, their stock holdings and trades returned +178.8% from Feb 2017, against +228.5% for the S&P 500. Trades took a median 301 days to be disclosed; 108 came late.
Roger Marshall’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since February 2017: +178.8%, against +228.5% for SPY; the largest fall on the way was -47.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Roger Marshall | Nov 2025 | -4.5% | +10.1% | -14.6% | – | -17.2% | -0.05 | 1.55 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Roger Marshall | Nov 2023 | +30.5% | +72.6% | -42.1% | +9.3% | -32.6% | 0.47 | 1.35 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Roger Marshall | Nov 2021 | -1.0% | +61.1% | -62.1% | -0.2% | -40.3% | 0.14 | 1.31 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Roger Marshall | Jan 2026 | -3.1% | +10.1% | -13.2% | – | -17.2% | -0.02 | 1.48 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Roger Marshall | Feb 2017 | +178.8% | +228.5% | -49.7% | +11.1% | -47.8% | 0.49 | 1.21 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Consumer Discretionary | $57.15K | 28.0% | +1,733.4% | 7 | 3 | 4 | $24.00K | $32.00K | +1,652.4% | Nov 7, 2018 |
| GILDGilead Sciences, Inc. | Healthcare | $33.74K | 16.5% | +115.6% | 4 | 3 | 1 | $24.00K | $8.00K | -47.5% | Jul 8, 2020 |
| CLSCelestica Inc | Technology | $29.93K | 14.7% | +3,505.8% | 2 | 1 | 1 | $8.00K | $8.00K | +3,357.8% | Nov 6, 2019 |
| CVXChevron Corp | Energy | $22.60K | 11.1% | +182.5% | 1 | 1 | 0 | $8.00K | $0.00 | +8.2% | Mar 9, 2020 |
| LULUlululemon athletica inc. | Consumer Discretionary | $16.68K | 8.2% | +91.3% | 4 | 2 | 2 | $16.00K | $16.00K | -121.9% | Oct 9, 2017 |
| SONYSony Group Corp | Technology | $12.60K | 6.2% | +62.2% | 3 | 2 | 1 | $16.00K | $8.00K | -53.2% | Sep 15, 2020 |
| DISWalt Disney Co | Communication Services | $9.87K | 4.8% | +10.2% | 3 | 2 | 1 | $16.00K | $8.00K | -158.4% | Jul 8, 2020 |
| AAPLApple Inc. | Technology | $4.66K | 2.3% | +419.4% | 6 | 3 | 3 | $24.00K | $24.00K | +313.2% | Dec 6, 2019 |
| MUMicron Technology Inc | Technology | $4.38K | 2.1% | +1,702.0% | 2 | 1 | 1 | $8.00K | $8.00K | +1,558.0% | Nov 15, 2019 |
| CMGChipotle Mexican Grill Inc | Consumer Discretionary | $2.51K | 1.2% | +422.9% | 4 | 2 | 2 | $16.00K | $16.00K | +152.3% | Oct 16, 2017 |
| YETIYETI Holdings, Inc. | Consumer Discretionary | $1.97K | 1.0% | +69.5% | 4 | 2 | 2 | $16.00K | $16.00K | -95.4% | May 7, 2020 |
| ROKURoku, Inc | Technology | $1.82K | 0.9% | +1.6% | 6 | 3 | 3 | $24.00K | $24.00K | +38.5% | Sep 15, 2020 |
| AMDAdvanced Micro Devices Inc | Technology | $1.59K | 0.8% | +788.2% | 4 | 2 | 2 | $16.00K | $16.00K | +2,137.0% | May 12, 2020 |
| AMZNAmazon Com Inc | Consumer Discretionary | $1.44K | 0.7% | +182.2% | 4 | 2 | 2 | $16.00K | $16.00K | +22.7% | Nov 27, 2019 |
| NFLXNetflix Inc | Technology | $1.27K | 0.6% | +125.7% | 6 | 3 | 3 | $24.00K | $24.00K | +49.5% | Oct 31, 2019 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| iSelect Fund B St. Louis, Inc.Other | Dependent Child | Buy | $1K–$15K | Sep 9, 2018 | Sep 28, 2021 | 1,115d late | – | – | |
| iSelect Fund B St. Louis, Inc.Other | Dependent Child | Buy | $1K–$15K | Sep 9, 2018 | Sep 28, 2021 | 1,115d late | – | – | |
| MSFTMicrosoft Corp | Dependent Child | Sell | $1K–$15K | Feb 24, 2020 | Sep 28, 2021 | 582d late | +196.8% | +63.5% | |
| CVXChevron Corp | Dependent Child | Buy | $1K–$15K | Mar 9, 2020 | Sep 28, 2021 | 568d late | +182.5% | +8.2% | |
| DISThe Walt Disney Company | Dependent Child | Buy | $1K–$15K | Mar 9, 2020 | Sep 28, 2021 | 568d late | +8.4% | -165.9% | |
| DISThe Walt Disney Company | Dependent Child | Sell | $1K–$15K | Jul 8, 2020 | Sep 28, 2021 | 447d late | -3.0% | -140.9% | |
| GILDGilead Sciences Inc. | Dependent Child | Sell | $1K–$15K | Jul 8, 2020 | Sep 28, 2021 | 447d late | +125.3% | -12.6% | |
| ROKURoku Inc. | Dependent Child | Sell | $1K–$15K | Jul 8, 2020 | Sep 28, 2021 | 447d late | +16.3% | -121.6% | |
| INTCIntel Corporation | Dependent Child | Buy | $1K–$15K | Sep 2, 2020 | Oct 13, 2020 | 41d | +14.8% | -95.5% | |
| INTCIntel Corporation | Dependent Child | Sell | $1K–$15K | Sep 15, 2020 | Oct 13, 2020 | 28d | +19.9% | -101.2% | |
| MSFTMicrosoft Corporation | Dependent Child | Sell | $1K–$15K | Sep 15, 2020 | Oct 13, 2020 | 28d | +142.9% | +21.8% | |
| MSFTMicrosoft Corporation | Dependent Child | Buy | $1K–$15K | Sep 3, 2020 | Oct 13, 2020 | 40d | +133.4% | +15.6% | |
| ROKURoku, Inc. - Class A | Dependent Child | Buy | $1K–$15K | Sep 4, 2020 | Oct 13, 2020 | 39d | -2.7% | -122.3% | |
| ROKURoku, Inc. - Class A | Dependent Child | Sell | $1K–$15K | Sep 15, 2020 | Oct 13, 2020 | 28d | -7.7% | -128.8% | |
| SONYSony Corporation (SNE) | Dependent Child | Sell | $1K–$15K | Sep 15, 2020 | Oct 13, 2020 | 28d | +66.8% | -54.3% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Roger Marshall (R-KS-1), a current Republican member of the House, has disclosed 163 trades since 2017: 82 purchases worth about $872.04K and 81 sales worth about $1.13M, in 57 stocks. Most traded: BABA, TSLA, AAPL. As a portfolio, their stock holdings and trades returned +178.8% from Feb 2017, against +228.5% for the S&P 500. Trades took a median 301 days to be disclosed; 108 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Roger Marshall still holds 21 stocks; the largest are TSLA (about $57.15K), GILD (about $33.74K), CLS (about $29.93K), CVX (about $22.60K), LULU (about $16.68K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +178.8% from February 2017 to November 2026, against +228.5% for the S&P 500, with a largest fall of -47.8%. 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 301 days to be disclosed. 108 of 163 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.