Sheri Biggs (R-SC-3), a current Republican member of the House, has disclosed 266 trades since 2025: 160 purchases worth about $10.80M and 106 sales worth about $2.54M, in 80 stocks. Most traded: ICAPITAL, IBIT, KRSOX. As a portfolio, their stock holdings and trades returned +14.5% from Oct 2025, against +12.0% for the S&P 500. Trades took a median 131 days to be disclosed; 177 came late.
Sheri Biggs’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since October 2025: +14.5%, against +12.0% for SPY; the largest fall on the way was -8.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Sheri Biggs | Nov 2025 | +19.4% | +10.1% | +9.3% | – | -8.3% | 2.00 | 0.41 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Sheri Biggs | Oct 2025 | +14.5% | +12.0% | +2.5% | +13.4% | -8.3% | 1.42 | 0.41 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Sheri Biggs | Oct 2025 | +14.5% | +12.0% | +2.5% | +13.4% | -8.3% | 1.42 | 0.41 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Sheri Biggs | Jan 2026 | +14.3% | +10.1% | +4.2% | – | -8.3% | 1.83 | 0.40 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Sheri Biggs | Oct 2025 | +14.5% | +12.0% | +2.5% | +13.4% | -8.3% | 1.42 | 0.41 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| IBITiShares Bitcoin Trust ETF | Financial Services | Closed | – | – | 2 | 2 | 0 | $350.00K | $0.00 | -28.8% | Mar 4, 2026 |
| ICAPITAL | – | Closed | – | – | 3 | 3 | 0 | $115.50K | $0.00 | – | Dec 26, 2025 |
| AAPLApple Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 18, 2025 |
| APDAir Products & Chemicals, Inc. | Basic Materials | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 18, 2025 |
| BLKBlackRock, Inc. | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 18, 2025 |
| BRK-BBerkshire Hathaway Inc | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 18, 2025 |
| CSCOCisco Systems, Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 18, 2025 |
| CVXChevron Corp | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 18, 2025 |
| DDominion Energy, Inc | Utilities | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 18, 2025 |
| FASTFastenal Co | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 19, 2025 |
| FISFidelity National Information Services, Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 19, 2025 |
| JNJJohnson & Johnson | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 19, 2025 |
| LOWLowes Companies Inc | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 19, 2025 |
| MRKMerck & Co., Inc. | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 19, 2025 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 19, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Oaktree Strategic Credit Fund Class SOther | Spouse | Buy | $1K–$15K | Sep 30, 2026 | Oct 27, 2026 | 27d | – | – | |
| ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LPFund | Spouse | Buy | $1K–$15K | Aug 31, 2026 | Sep 22, 2026 | 22d | – | – | |
| Apollo Debt Solutions BDC Class SOther | Spouse | Buy | $1K–$15K | Aug 28, 2026 | Sep 22, 2026 | 25d | – | – | |
| Bank of Nova ScotiaBond | Spouse | Sell | $500K–$1M | Aug 19, 2026 | Sep 22, 2026 | 34d | – | – | |
| Bank of Nova ScotiaBond | Spouse | Buy | $500K–$1M | Sep 1, 2026 | Sep 22, 2026 | 21d | – | – | |
| Oaktree Strategic Credit Fund Class SOther | Spouse | Buy | $1K–$15K | Jun 30, 2026 | Jul 27, 2026 | 27d | – | – | |
| ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LPFund | Spouse | Buy | $1K–$15K | Apr 28, 2026 | Jun 9, 2026 | 42d | – | – | |
| APOLLO DEBT SOLUTIONS BDC CLASS SOther | Spouse | Buy | $1K–$15K | May 1, 2026 | Jun 9, 2026 | 39d | – | – | |
| KKR Real Estate Select Trust Class UPrivate Stock | Spouse | Buy | $1K–$15K | May 29, 2026 | Jun 9, 2026 | 11d | – | – | |
| OAKTREE STRATEGIC CREDIT FUND CLASS SOther | Spouse | Buy | $1K–$15K | May 27, 2026 | Jun 9, 2026 | 13d | – | – | |
| Apollo Debt Solutions BDC Class SOther | Spouse | Buy | $1K–$15K | Mar 3, 2026 | Apr 16, 2026 | 44d | – | – | |
| Apollo Debt Solutions BDC Class SOther | Spouse | Buy | $1K–$15K | Mar 27, 2026 | Apr 16, 2026 | 20d | – | – | |
| IBITiShares Bitcoin Trust ETFETF | Spouse | Buy | $100K–$250K | Mar 4, 2026 | Apr 16, 2026 | 43d | +4.6% | -5.2% | |
| Oaktree Strategic Credit Fund Class SOther | Spouse | Buy | $1K–$15K | Mar 30, 2026 | Apr 16, 2026 | 17d | – | – | |
| APOLLO DEBT SOLUTIONS BDC CLASS SOther | Spouse | Buy | $1K–$15K | Feb 4, 2026 | Mar 21, 2026 | 45d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Sheri Biggs (R-SC-3), a current Republican member of the House, has disclosed 266 trades since 2025: 160 purchases worth about $10.80M and 106 sales worth about $2.54M, in 80 stocks. Most traded: ICAPITAL, IBIT, KRSOX. As a portfolio, their stock holdings and trades returned +14.5% from Oct 2025, against +12.0% for the S&P 500. Trades took a median 131 days to be disclosed; 177 came late.
None of the stocks Sheri Biggs disclosed is still held in their latest annual report and the trades on file since.
As a portfolio, their stock holdings and trades returned +14.5% from October 2025 to November 2026, against +12.0% for the S&P 500, with a largest fall of -8.3%. 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 131 days to be disclosed. 177 of 266 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.